Civic Intelligence

Recovery Workshops Inc

EIN 33-0640165 • 501(c)3 • Dana Point, CA

Profile

This couples retreat came out of dr. Paul's continuing desire to improve his relationship with his wife max, and his interest in learning how relationship problems can be more effectively conquered. The weekend is dedicated to the improvement of our relationships by looking at and practicing communications skills. The caring and honest sharing that occurs at aa and alanon meetings is the foundation of the workshop.

33412 Surf Shoal PlaceDana Point, CA 92629

www.couplesworkshop.us

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

80th percentile

28%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

28%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$55,185

Up $12,009 (+28%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$55,185

Up $12,009 (+28%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin70th percentile

Revenue

Up

$76,828

Up $16,639 (+28%) from 2023

Expenses

Down

$64,819

Down $345 (-0.5%) from 2023

Net Income

Up

$12,009

Up $16,984 (+341%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2014: $38,951Net Assets 2014: $38,9512014Assets 2016: $36,930Liabilities 2016: $0Net Assets 2016: $36,9302016Assets 2021: $47,868Liabilities 2021: $0Net Assets 2021: $47,8682021Assets 2022: $48,151Liabilities 2022: $0Net Assets 2022: $48,1512022Assets 2023: $43,176Liabilities 2023: $0Net Assets 2023: $43,1762023Assets 2024: $55,185Liabilities 2024: $0Net Assets 2024: $55,1852024

Highlighted filing

2024

Assets$55,185
Liabilities$0
Net Assets$55,185
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2014: $55,058Expenses 2014: $43,585Net Income 2014: $11,4732014Revenue 2016: $46,463Expenses 2016: $44,181Net Income 2016: $2,2822016Revenue 2021: $36,108Expenses 2021: $37,778Net Income 2021: -$1,6702021Revenue 2022: $54,055Expenses 2022: $53,772Net Income 2022: $2832022Revenue 2023: $60,189Expenses 2023: $65,164Net Income 2023: -$4,9752023Revenue 2024: $76,828Expenses 2024: $64,819Net Income 2024: $12,0092024

Highlighted filing

2024

Revenue$76,828
Expenses$64,819
Net Income$12,009
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,185
Liabilities
$0
Net assets
$55,185
Revenue
$76,828
Expenses
$64,819
Net income
$12,009
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.2$0.00$55.2$76.8$64.8$12.0
2023Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$60.2$65.2$4.98
2022Detailed filing. Detailed filing data is available for this year.$48.2$0.00$48.2$54.1$53.8$0.28
2021Detailed filing. Detailed filing data is available for this year.$47.9$0.00$47.9$36.1$37.8$1.67
2016Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$46.5$44.2$2.28
2014Detailed filing. Detailed filing data is available for this year.$39.0$39.0$55.1$43.6$11.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 24, 2025
Return Version
2024v5.1
Gross Receipts
$76,828
Mission and Program Overview

Mission

This couples retreat came out of dr. Paul's continuing desire to improve his relationship with his wife max, and his interest in learning how relationship problems can be more effectively conquered. The weekend is dedicated to the improvement of our relationships by looking at and practicing communications skills. The caring and honest sharing that occurs at aa and alanon meetings is the foundation of the workshop.

Program Services

DescriptionGrantsExpenses
THIS ORGANIZATION ORGANIZES AN ANNUAL COMMUNICATIONS WORKSHOP FOR COUPLES IN RECOVERY WITH EMPHASIS ON INDIVIDUAL AND FAMILIES IN WHICH AT LEAST ONE MEMBER IS AN ALCOHOLIC AND IN RECOVERY.$0$64,478
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER TRANTPresident-$0--
MICHAEL CANTRILLSecretary-$0--
SUSAN TRANTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Recovery Workshops Inc
EIN
33-0640165
Phone
9492916715
Address
33412 SURF SHOAL PLACE, DANA POINT, CA 92629

Signing Officer

Name
Susan Trant
Title
Treasurer
Phone
9492916715
Signed
2025-03-24
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 2,454.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: filing fees. Amount: 70. Description: office expense. Amount: 263. Description: website. Amount: 106. Description: entertainment. Amount: 98. Description: paypal fee. Amount: 1,126. Description: conference. Amount: 61,750. Description: speaker gifts. Amount: 241. Description: insurance. Amount: 100. Description: miscellaneous. Amount: 1,065. Total to form 990-ez, line 16: 64,819.”

Raw XML Appendix156 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09492916715
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DANA POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092629
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt076828
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02454
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043176
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055185
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043176
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055185
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WALTER TRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL CANTRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN TRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt064819
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THIS COUPLES RETREAT CAME OUT OF DR. PAUL'S CONTINUING DESIRE TO IMPROVE HIS RELATIONSHIP WITH HIS WIFE MAX, AND HIS INTEREST IN LEARNING HOW RELATIONSHIP PROBLEMS CAN BE MORE EFFECTIVELY CONQUERED. THE WEEKEND IS DEDICATED TO THE IMPROVEMENT OF OUR RELATIONSHIPS BY LOOKING AT AND PRACTICING COMMUNICATIONS SKILLS. THE CARING AND HONEST SHARING THAT OCCURS AT AA AND ALANON MEETINGS IS THE FOUNDATION OF THE WORKSHOP.
IRS990EZ/ProgramServiceRevenueAmt073524
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS ORGANIZATION ORGANIZES AN ANNUAL COMMUNICATIONS WORKSHOP FOR COUPLES IN RECOVERY WITH EMPHASIS ON INDIVIDUAL AND FAMILIES IN WHICH AT LEAST ONE MEMBER IS AN ALCOHOLIC AND IN RECOVERY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064478
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt064819
IRS990EZ/TotalProgramServiceExpensesAmt064478
IRS990EZ/TotalRevenueAmt076828
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.COUPLESWORKSHOP.US
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt03450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt03450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07365
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02454
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02228
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0755
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0110
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05551
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073524
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057461
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0-234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0216074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02454
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02228
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0755
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05551
IRS990ScheduleA/InvestmentIncomeCYPct00.02420
IRS990ScheduleA/InvestmentIncomePYPct00.01810
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96070
IRS990ScheduleA/PublicSupportPY509Pct00.94960
IRS990ScheduleA/PublicSupportTotal509Amt0219989
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt03450
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt03450
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057961
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036104
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01701
IRS990ScheduleA/Total509Grp/TotalAmt0223439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060189
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036108
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01811
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0228990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2,454.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FILING FEES. AMOUNT: 70. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 263. DESCRIPTION: WEBSITE. AMOUNT: 106. DESCRIPTION: ENTERTAINMENT. AMOUNT: 98. DESCRIPTION: PAYPAL FEE. AMOUNT: 1,126. DESCRIPTION: CONFERENCE. AMOUNT: 61,750. DESCRIPTION: SPEAKER GIFTS. AMOUNT: 241. DESCRIPTION: INSURANCE. AMOUNT: 100. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,065. TOTAL TO FORM 990-EZ, LINE 16: 64,819.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN TRANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09492916715
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RECOVERY WORKSHOPS INC
ReturnHeader/Filer/BusinessNameControlTxt0RECO
ReturnHeader/Filer/EIN0330640165
ReturnHeader/Filer/PhoneNum09492916715
ReturnHeader/Filer/USAddress/AddressLine1Txt033412 SURF SHOAL PLACE
ReturnHeader/Filer/USAddress/CityNm0DANA POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092629
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-03-25T20:22:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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