State of the Heart Recovery Inc
Nonprofit profile at a glance
- EIN
- 842957028
- IRS 990 coverage
- 2022–2024
- Forms available
- Form 990 2024, Form 990-EZ 2020, Form 990-N 2019
- Location
- Albuquerque, NM, USA
- Phone
- 5053088296
- Rating
- 62
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Alcohol, Drug Abuse, Treatment Only
Reported finances
- Revenue
- $8,698,149
- Expenses
- $7,500,809
- Assets
- $820,076
- Liabilities
- $79,160
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Highest reported compensation
- PAUL T CHAVEZ (EXECUTIVE DI): $367,791 total reported compensation
- JAMES T CHAVEZ JR (DIRECTOR): $81,615 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
State of the heart recovery center is a non-profit, all-inclusive treatment center for substance abuse. We are unique in that our holistic approach addresses all aspects of an individual's emotional, physical, and spiritual well-being.
What it reported doing in 2024
Our programs incorporate traditional evidence-based trreatments (e.g. Group therapy and individual counseling), cutting-edge technology (e.g. 24/7 outreach support through mobile apps with integrated biometric feedback), and self-care therapies (e.g. Massage and group fitness). In addition to helping clients navigate recovery, we also lay the groundwork for successful reintegration into a sober lifestyle. Through our comprehensive community support services, our certified peer support workers work with individual clients to provide guidance and support with employment, education, housing, nutrition, and other necessary life skills. We ensure our clients have the tools necessary to succeed and to become a member of our community.
Operating model
- Revenue model
- Earned-program. 99% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 81
- Transparency & Controls: 66
- Accountability: 10
- Sustainability: 46
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 86.2%; rating input score 86
- Program expense ratio: 100%; rating input score 100
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 0%; rating input score 0; 3rd percentile among comparable filings
- Governance controls: 2 of 9 controls in place; rating input score 25
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Limited
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 13.8%; rating input score 69; 69th percentile among comparable filings
- Total-asset coverage ratio: 0.11; rating input score 3; 3rd percentile among comparable filings
- Liabilities to assets ratio: 0.1; rating input score 59; 59th percentile among comparable filings
- Officer compensation ratio: 6%; rating input score 47; 47th percentile among comparable filings
Growth
- Program expense growth: 74.1% per year; rating input score 100; 98th percentile among comparable filings
- Revenue growth: 57% per year; rating input score 100; 98th percentile among comparable filings
- Asset growth: 49.7% per year; rating input score 100; 98th percentile among comparable filings
Details
- Where the money goes: 86.2% of revenue deployed · 100% of spending went to programs
- Governance: 0 of 3 board members independent · 2 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $7.5M in reported program spending
- Leadership: top reported pay $368K · 3 people listed · 1 of 6 pay-setting controls reported
- Highest-paid contractors: 3 contractors listed · $542K reported
- Consistency: 29 of 29 current checks pass
- Schedules: 5 filed schedules · includes executive pay
- Filing history: 3 filing years from 2022 to 2024
- Contacts: How to reach this organization
- Money network: 8 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Accountability: Independent voting board scored 0/100.
- High — Accountability: Governance controls: 5 of 7 not reported.
- High — Sustainability: Total-asset coverage ratio scored 3/100.
- Moderate — Sustainability: Officer compensation ratio scored 47/100.
- Review — Sustainability: Liabilities to assets ratio scored 59/100.