Civic Intelligence

Metrolina Intergroup Association Inc

EIN 56-1075777 • 501(c)3 • Charlotte, NC

Profile

To help alcoholics recover from alcoholism.

1427 Elizabeth AveCharlotte, NC 28204-2506

charlotteaa.org

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

40th percentile

-2.1%

Higher net margin than 40% of similar nonprofits.

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

Top Officer Pay

94th percentile

$50,255

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 36.8% of source-year revenue.

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

Asset Growth

46th percentile

-4.4%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

44th percentile

-8.4%

Faster revenue growth than 44% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$86,626

Down $3,949 (-4.4%) from 2023

Liabilities

Down

$1,801

Down $1,114 (-38%) from 2023

Net Assets

Down

$84,825

Down $2,835 (-3.2%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin40th percentile

Revenue

Down

$136,635

Down $12,578 (-8.4%) from 2023

Expenses

Up

$139,470

Up $607 (+0.4%) from 2023

Net Income

Down

-$2,835

Down $13,185 (-127%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$100K$50K$0Assets 2012: $30,501Liabilities 2012: $30,5012012Assets 2013: $26,107Liabilities 2013: $02013Assets 2014: $36,473Liabilities 2014: $24,8652014Assets 2015: $41,090Liabilities 2015: $25,9892015Assets 2016: $49,966Liabilities 2016: $24,5912016Assets 2017: $55,573Liabilities 2017: $27,4422017Assets 2018: $55,088Liabilities 2018: $29,6522018Assets 2019: $62,887Liabilities 2019: $27,8002019Assets 2020: $75,028Liabilities 2020: $7,4612020Assets 2021: $73,293Liabilities 2021: $0Net Assets 2021: $73,2932021Assets 2022: $80,156Liabilities 2022: $2,847Net Assets 2022: $77,3092022Assets 2023: $90,575Liabilities 2023: $2,915Net Assets 2023: $87,6602023Assets 2024: $86,626Liabilities 2024: $1,801Net Assets 2024: $84,8252024

Highlighted filing

2024

Assets$86,626
Liabilities$1,801
Net Assets$84,825
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $93,142Expenses 2012: $95,170Net Income 2012: -$2,0282012Revenue 2013: $102,210Expenses 2013: $95,114Net Income 2013: $7,0962013Revenue 2014: $104,947Expenses 2014: $93,339Net Income 2014: $11,6082014Revenue 2015: $110,877Expenses 2015: $107,385Net Income 2015: $3,4922015Revenue 2016: $110,514Expenses 2016: $101,556Net Income 2016: $8,9582016Revenue 2017: $109,542Expenses 2017: $104,786Net Income 2017: $4,7562017Revenue 2018: $116,729Expenses 2018: $116,424Net Income 2018: $3052018Revenue 2019: $127,581Expenses 2019: $120,930Net Income 2019: $6,6512019Revenue 2020: $118,958Expenses 2020: $111,818Net Income 2020: $7,1402020Revenue 2021: $132,348Expenses 2021: $126,622Net Income 2021: $5,7262021Revenue 2022: $122,290Expenses 2022: $118,274Net Income 2022: $4,0162022Revenue 2023: $149,213Expenses 2023: $138,863Net Income 2023: $10,3502023Revenue 2024: $136,635Expenses 2024: $139,470Net Income 2024: -$2,8352024

Highlighted filing

2024

Revenue$136,635
Expenses$139,470
Net Income-$2,835
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$86,626
Liabilities
$1,801
Net assets
$84,825
Revenue
$136,635
Expenses
$139,470
Net income
-$2,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.02$0.85$1.37$1.39$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.03$0.88$1.49$1.39$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.03$0.77$1.22$1.18$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$1.32$1.27$0.06
2020Summary only. Only limited summary data is available for this year.$0.75$0.07$1.19$1.12$0.07
2019Summary only. Only limited summary data is available for this year.$0.63$0.28$1.28$1.21$0.07
2018Summary only. Only limited summary data is available for this year.$0.55$0.30$1.17$1.16$0.00
2017Summary only. Only limited summary data is available for this year.$0.56$0.27$1.10$1.05$0.05
2016Summary only. Only limited summary data is available for this year.$0.50$0.25$1.11$1.02$0.09
2015Summary only. Only limited summary data is available for this year.$0.41$0.26$1.11$1.07$0.03
2014Summary only. Only limited summary data is available for this year.$0.36$0.25$1.05$0.93$0.12
2013Summary only. Only limited summary data is available for this year.$0.26$0.00$1.02$0.95$0.07
2012Summary only. Only limited summary data is available for this year.$0.31$0.31$0.93$0.95$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 28, 2025
Return Version
2024v5.1
Gross Receipts
$214,027
Mission and Program Overview

Mission

To help alcoholics recover from alcoholism.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$87,660$84,825▼ $2,835
Savings and Temporary Cash Investments$52,614$49,237▼ $3,377
Inventories for Sale or Use$32,868$26,729▼ $6,139
Cash and Non-Interest-Bearing Accounts$4,988$10,415▲ $5,427
Accounts Receivable$105$245▲ $140
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$90,575$86,626▼ $3,949
Liabilities
Accounts Payable and Accrued Expenses$2,915$1,801▼ $1,114
Total Liabilities$2,915$1,801▼ $1,114
Net Assets / Fund Balance
Total Net Assets Fund Balance$87,660$84,825▼ $2,835
Total Liabilities and Net Assets / Fund Balance$90,575$86,626▼ $3,949

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$4,706-
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann JacksExecutive SecretaryFT$44,155$6,100$50,255

Board Members and Trustees

NameTitle
Scott HendersonChairperson
Victoria HefnerCorrections Chair
Peter VolkensCPC/pi Chair
Lindsay RyderNominations Committee Chair
Scott TysonTreatment Chair
Leslie SteenUnity Chair
Michael FloodSecretary
Lisanne JacobsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$113,848
Program Service Revenue
$1,227
Investment Income
$12
Other Revenue
$21,548
All Other Contributions
$113,848
Change in Net Assets
$-2,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,647
Salaries, Compensation, and Employee Benefits$65,823
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$43,105$18,474-$61,579
Occupancy$30,244$12,962-$43,206
Office Expenses$6,551$2,808-$9,359
Information Technology$5,728$2,455-$8,183
Fees for Services Accounting-$7,604-$7,604
Payroll Taxes$2,971$1,273-$4,244
Other Expenses$1,511$1,888-$1,511
Interest-$2-$2
Total Functional Expenses$91,885$47,585$0$139,470
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization has not traditionally provided a copy before filing to board members. There is a plan to implement this by emailing a pdf copy ahead of filing this return.”

Form 990, Part VI, Section C, Line 18

“It is made available upon request and can also be obtained on guidestar.org.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Metrolina Intergroup Association Inc
EIN
56-1075777
Phone
7043770244
Address
1427 ELIZABETH AVE, CHARLOTTE, NC 28204-2506

Signing Officer

Name
Ann R Jacks
Title
Executive Secretary
Phone
7043160611
Signed
2025-05-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann R Jacks
Formed
1988
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
0

Preparer

Firm
Peter Bell Pllc
Address
PO BOX 11831, CHARLOTTE, NC 28220-1831
Preparer
Robert E Ford CPA
Phone
7045259999
Raw XML Appendix400 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.

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IRS990/Desc0HELPED APPROXIMATELY 200 PROFESSIONALS CONNECT TO THE PROGRAM OF AA AS WELL AS AT LEAST 1,500 MEMBERS OF THE PUBLIC. THE WEBSITE FIELDS AN AVERAGE OF OVER 10,000 VIEWS, 400 CLICKS ON THE SITE, 60 CALLS AND 20 REQUESTS FOR DIRECTS MONTHLY. OUR UNITY COMMITTEE HELPED TO UNIFY OVER 4,000 RECOVERING ALCOHOLICS IN OUR COMMUNITY AND OUR TREATMENT COMMITTEE HELPED NEWLY SOBER MEMBERS TO TRANSITION TO AA IN OVER 21 MEETINGS HELD IN 13 FACILITIES EVERY WEEK IN THE AREA. OUR CORRECTION COMMITTEE CARRIES 7 MEETINGS A WEEK INTO 5 FACILITIES. IT ALSO SERVES TO HELP INMATES TRANSITION TO OUTSIDE AA MEETINGS AFTER RELEASE.
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IRS990/ProgSrvcAccomActy2Grp/Desc0OUR FACILITY SUPPLIES A MEETING PLACE FOR 20 DIFFERENT MEETINGS AND 24-HOUR MEETINGS PER WEEK. WE SERVE AS A PLACE FOR MEMBERS TO BUY LITERATURE. WE MAINTAIN A WEBSITE LISTING THE OVER 650 MEETINGS PER WEEK IN THE AREA, UP-TO-DATE LOCAL AA HAPPENINGS/NEWS, LITERATURE INFORMATION, COMMITTEE INFORMATION, AND GENERAL INFORMATION ABOUT ALCOHOLICS ANONYMOUS.
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IRS990/PYOtherRevenueAmt031318
IRS990/PYProgramServiceRevenueAmt01286
IRS990/PYRevenuesLessExpensesAmt010350
IRS990/PYSalariesCompEmpBnftPaidAmt066429
IRS990/PYTotalExpensesAmt0138863
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0149213
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-2835
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt084825
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052614
IRS990/SavingsAndTempCashInvstGrp/EOYAmt049237
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0116598
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0104703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0108090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0101425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0544664
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt033
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt089607
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt073983
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0262530
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0101425
IRS990ScheduleA/Total509Grp/TotalAmt0807194
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0108090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0101425
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0807227
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt04706
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt04706
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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NOT TRADITIONALLY PROVIDED A COPY BEFORE FILING TO BOARD MEMBERS. THERE IS A PLAN TO IMPLEMENT THIS BY EMAILING A PDF COPY AHEAD OF FILING THIS RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT IS MADE AVAILABLE UPON REQUEST AND CAN ALSO BE OBTAINED ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt04
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt091885
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139470
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt01801
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt084825
IRS990/TotalOtherCompensationAmt06100
IRS990/TotalOtherProgSrvcExpenseAmt049702
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt01227
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/VotingMembersIndependentCnt09
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN R JACKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07043160611
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0METROLINA INTERGROUP ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0METR
ReturnHeader/Filer/EIN0561075777
ReturnHeader/Filer/PhoneNum07043770244
ReturnHeader/Filer/USAddress/AddressLine1Txt01427 ELIZABETH AVE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0282042506
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464342401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETER BELL PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 11831
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282201831
ReturnHeader/PreparerPersonGrp/PhoneNum07045259999
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E FORD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-14T15:15:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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