Civic Intelligence

Monterey Bay Area Intergroup Alcoho

990EZ • Fiscal year 2014 • EIN 23-7360781

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profilewww.aamonterey.org
PO Box 1974Monterey, CA 93942-1974

(831) 373-3713

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

54th percentile

5.0%

Higher net margin than 54% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

86th percentile

$31,535

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 51.4% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

36th percentile

-7.2%

Faster revenue growth than 36% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$38,052

Up $3,953 (+12%) from 2013

Net Assets

Up

$35,317

Up $3,045 (+9.4%) from 2013

Liabilities

Up

$2,735

Up $908 (+50%) from 2013

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin54th percentile

Revenue

Down

$61,304

Down $4,727 (-7.2%) from 2013

Expenses

Up

$58,259

Up $2,048 (+3.6%) from 2013

Net Income

Down

$3,045

Down $6,775 (-69%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2012: $25,365Liabilities 2012: $2,913Net Assets 2012: $22,4522012Assets 2013: $34,099Liabilities 2013: $1,827Net Assets 2013: $32,2722013Assets 2014: $38,052Liabilities 2014: $2,735Net Assets 2014: $35,3172014Assets 2015: $34,833Liabilities 2015: $1,606Net Assets 2015: $33,2272015

Highlighted filing

2014

Assets$38,052
Liabilities$2,735
Net Assets$35,317
Open 2014 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2012: $58,353Expenses 2012: $53,113Net Income 2012: $5,2402012Revenue 2013: $66,031Expenses 2013: $56,211Net Income 2013: $9,8202013Revenue 2014: $61,304Expenses 2014: $58,259Net Income 2014: $3,0452014Revenue 2015: $58,279Expenses 2015: $62,587Net Income 2015: -$4,3082015

Highlighted filing

2014

Revenue$61,304
Expenses$58,259
Net Income$3,045
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$79,513
Mission and Program Overview

Mission

Assist to achieve and maintain sobriety

Program Services

DescriptionGrantsExpenses
Maintain central office to coordinate meetings and other services for alcoholics Fellowship is anonymous No records of members are maintained-$17,550
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maggie WeaverSecretaryFT$28,616$2,919$31,535
Cheryl BrandtChairperson-$0--
Filing and Contact Details

Filer

Filer Name
Monterey Bay Area Intergroup Alcoho
EIN
23-7360781
Address
PO Box 1974, Monterey, CA 93942-1974

Signing Officer

Name
Maggie Weaver
Title
Secretary
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Firm
JK Chyo & Company
Address
243 Foam Street, Monterey, CA 93940
Preparer
Jerry K Chyo CPA
Phone
8316459456
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountOther Contributions 11,901”

Description of other expenses Part I line 16

“Description AmountAdvertising 1,372Computer 1,548Insurance 4,864Office Expense 2,320Telephone 3,258Bank and PR Fees 95”

Description of other assets Part II line 24

“Category Beginning of Year End of YearInventory 5,931 8,762Deposit 475 475”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCurrent Liabilities 1,827 2,735”

Raw XML Appendix143 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Maggie Weaver
IRS990EZ/BooksInCareOfDetail/PhoneNum08313733713
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01015 Cass St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monterey
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027693
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028815
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt013626
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03045
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0555
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034099
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038052
IRS990EZ/FundraisingGrossIncomeAmt014151
IRS990EZ/GrossProfitLossSlsOfInvntryAmt03583
IRS990EZ/GrossReceiptsAmt079513
IRS990EZ/GrossSalesOfInventoryAmt017209
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt038
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt036214
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032272
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035317
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032272
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035317
IRS990EZ/OccupancyRentUtltsAndMaintAmt010032
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt028616
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt02919
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Maggie Weaver
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cheryl Brandt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairperson
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06406
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09237
IRS990EZ/OtherExpensesTotalAmt013457
IRS990EZ/OtherRevenueTotalAmt011901
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Assist to achieve and maintain sobriety
IRS990EZ/PrintingPublicationsPostageAmt0393
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintain central office to coordinate meetings and other services for alcoholics Fellowship is anonymous No records of members are maintained
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017550
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt033822
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04583
IRS990EZ/SpecialEventsNetIncomeLossAmt09568
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01827
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02735
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058259
IRS990EZ/TotalProgramServiceExpensesAmt017550
IRS990EZ/TotalRevenueAmt061304
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.aamonterey.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt048115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054152
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt053044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053582
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0260756
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0274
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0340
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99870
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0260756
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt048115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054152
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051863
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt053044
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053582
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0260756
IRS990ScheduleA/TotalSupportAmt0261096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOther Contributions 11,901
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdvertising 1,372Computer 1,548Insurance 4,864Office Expense 2,320Telephone 3,258Bank and PR Fees 95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearInventory 5,931 8,762Deposit 475 475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearCurrent Liabilities 1,827 2,735
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Maggie Weaver
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monterey Bay Area Intergroup Alcoho
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0237360781
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1974
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0939421974
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461237623
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JK Chyo & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0243 Foam Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08316459456
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry K Chyo CPA
ReturnHeader/ReturnTs02015-05-11T15:00:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,052
Liabilities
$2,735
Net assets
$35,317
Revenue
$61,304
Expenses
$58,259
Net income
$3,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$34.8$1.61$33.2$58.3$62.6$4.31
2014Detailed filing. Detailed filing data is available for this year.$38.1$2.74$35.3$61.3$58.3$3.05
2013Detailed filing. Detailed filing data is available for this year.$34.1$1.83$32.3$66.0$56.2$9.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$2.91$22.5$58.4$53.1$5.24