Civic Intelligence

Florida State Convention of Alcoholics Anonymous

990 • Fiscal year 2022 • EIN 65-0515706

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 10, 2023

450 Pleasant Grove RdInverness, FL 34452

(352) 726-8130

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

55th percentile

7.9%

Higher net margin than 55% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

70th percentile

19%

Faster asset growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

47th percentile

5.8%

Faster revenue growth than 47% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$133,269

Up $21,248 (+19%) from 2021

Net Assets

Up

$133,269

Up $21,248 (+19%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$232,231

Up $12,804 (+5.8%) from 2021

Expenses

Up

$213,908

Up $16,762 (+8.5%) from 2021

Net Income

Down

$18,323

Down $3,958 (-18%) from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $67,120Liabilities 2011: $3,000Net Assets 2011: $64,1202011Assets 2012: $70,543Liabilities 2012: $5,000Net Assets 2012: $65,5432012Assets 2013: $91,855Liabilities 2013: $4,057Net Assets 2013: $87,7982013Assets 2014: $62,642Liabilities 2014: $1,106Net Assets 2014: $61,5362014Assets 2015: $76,622Liabilities 2015: $356Net Assets 2015: $76,2662015Assets 2016: $79,211Liabilities 2016: $755Net Assets 2016: $78,4562016Assets 2017: $94,613Liabilities 2017: $559Net Assets 2017: $94,0542017Assets 2018: $105,671Liabilities 2018: $1,133Net Assets 2018: $104,5382018Assets 2019: $64,511Liabilities 2019: $340Net Assets 2019: $64,1712019Assets 2020: $77,005Liabilities 2020: $19Net Assets 2020: $76,9862020Assets 2021: $112,021Liabilities 2021: $0Net Assets 2021: $112,0212021Assets 2022: $133,269Liabilities 2022: $0Net Assets 2022: $133,2692022Assets 2023: $140,966Liabilities 2023: $0Net Assets 2023: $140,9662023

Highlighted filing

2022

Assets$133,269
Liabilities$0
Net Assets$133,269

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $165,833Expenses 2011: $146,031Net Income 2011: $19,8022011Revenue 2012: $143,037Expenses 2012: $157,702Net Income 2012: -$14,6652012Revenue 2013: $157,365Expenses 2013: $135,110Net Income 2013: $22,2552013Revenue 2014: $163,338Expenses 2014: $189,600Net Income 2014: -$26,2622014Revenue 2015: $117,813Expenses 2015: $100,605Net Income 2015: $17,2082015Revenue 2016: $156,186Expenses 2016: $158,996Net Income 2016: -$2,8102016Revenue 2017: $179,094Expenses 2017: $168,496Net Income 2017: $10,5982017Revenue 2018: $224,152Expenses 2018: $213,668Net Income 2018: $10,4842018Revenue 2019: $67,326Expenses 2019: $107,693Net Income 2019: -$40,3672019Revenue 2020: $13,721Expenses 2020: $5,317Net Income 2020: $8,4042020Revenue 2021: $219,427Expenses 2021: $197,146Net Income 2021: $22,2812021Revenue 2022: $232,231Expenses 2022: $213,908Net Income 2022: $18,3232022Revenue 2023: $258,988Expenses 2023: $251,291Net Income 2023: $7,6972023

Highlighted filing

2022

Revenue$232,231
Expenses$213,908
Net Income$18,323
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 10, 2023
Return Version
2022v4.1
Gross Receipts
$244,093
Mission and Program Overview

Mission

Facilitate annual meeting of florida aa

To facilitate the annual meeting of the florida state convention of alcoholics anonymous

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$105,021$123,108▲ $18,087
Prepaid Expenses and Deferred Charges$7,000$10,161▲ $3,161
Total Assets$112,021$133,269▲ $21,248
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$112,021$133,269▲ $21,248
Total Net Assets Fund Balance$112,021$133,269▲ $21,248
Total Liabilities and Net Assets / Fund Balance$112,021$133,269▲ $21,248
Compensation and Service Providers

Board Members and Trustees

NameTitle
Karen ValiquetteChairperson/
Katelyn VargoDirector
Kevin BurkettDirector
Leslie BallingerDirector
Robin LesherDirector
Sheryl RyanDirector
Lori PaulySecretary/di
Lisa DempseyTreasurer/di
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$225,642
Investment Income
$15
Other Revenue
$6,574
Change in Net Assets
$18,323
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$213,908
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$32,530--$32,530
Other Expenses$12,502--$12,502
Information Technology$7,694$1,035-$8,729
Payments to Affiliates$3,502$3,950-$7,452
Advertising$5,317--$5,317
Travel-$3,559-$3,559
Office Expenses$583$1,079-$1,662
Fees for Services Accounting-$1,400-$1,400
Fees for Services Other$1,214--$1,214
Total Functional Expenses$202,885$11,023$0$213,908
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,436
Fundraising Direct Expenses$11,862
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Merchandise$18,436$18,436$11,862$6,574
Total Events$18,436$18,436$11,862$6,574
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
Backup withholding compliance
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflict of interest and financial statements are available to the public if requested; the directors would provide these documents as arranged.

Filing and Contact Details

Filer

Filer Name
The Florida State Convention
EIN
65-0515706
Phone
3527268130
Address
450 PLEASANT GROVE RD, INVERNESS, FL 34452

Signing Officer

Name
Lisa Dempsey
Title
Treasurer/Director
Phone
3527268130
Signed
2023-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Dempsey
Formed
1994
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
2
Employees
0

Preparer

Firm
Wardlow & Cash Pa
Address
450 PLEASANT GROVE RD, INVERNESS, FL 34452-5746
Preparer
Constance Deweese
Phone
3527268130
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Committees 6,580 0 0 sports activities 5,776 0 0 seed money for 67th state 5,000 0 0 decorations & signage 4,444 0 0 registration committee ex 4,041 0 0 hospitality 2,856 0 0 miscellanous 2,371 0 0 sales tax 1,462 0 0 total 32,530 0 0

Form 990, Part XI, Line 9

TRANSFER OF FUNDS 2,925

Raw XML Appendix346 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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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY/DI
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC IF REQUESTED; THE DIRECTORS WOULD PROVIDE THESE DOCUMENTS AS ARRANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMITTEES 6,580 0 0 SPORTS ACTIVITIES 5,776 0 0 SEED MONEY FOR 67TH STATE 5,000 0 0 DECORATIONS & SIGNAGE 4,444 0 0 REGISTRATION COMMITTEE EX 4,041 0 0 HOSPITALITY 2,856 0 0 MISCELLANOUS 2,371 0 0 SALES TAX 1,462 0 0 TOTAL 32,530 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER OF FUNDS 2,925
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0112021
IRS990/TotalAssetsEOYAmt0133269
IRS990/TotalAssetsGrp/BOYAmt0112021
IRS990/TotalAssetsGrp/EOYAmt0133269
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011023
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0202885
IRS990/TotalFunctionalExpensesGrp/TotalAmt0213908
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0112021
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0133269
IRS990/TotalProgramServiceExpensesAmt0202885
IRS990/TotalProgramServiceRevenueAmt0225642
IRS990/TotalRevenueGrp/ExclusionAmt0225657
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0232231
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0112021
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0133269
IRS990/TravelGrp/ManagementAndGeneralAmt03559
IRS990/TravelGrp/TotalAmt03559
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt02501 NE 21ST STREET
IRS990/USAddress/CityNm0POMPANO BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033062
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.65.FLSTATECONVENTION.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA DEMPSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03527268130
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FLORIDA STATE CONVENTION
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0650515706
ReturnHeader/Filer/PhoneNum03527268130
ReturnHeader/Filer/USAddress/AddressLine1Txt0450 PLEASANT GROVE RD
ReturnHeader/Filer/USAddress/CityNm0INVERNESS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034452
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591638720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARDLOW & CASH PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 PLEASANT GROVE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INVERNESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0344525746
ReturnHeader/PreparerPersonGrp/PhoneNum03527268130
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CONSTANCE DEWEESE
ReturnHeader/ReturnTs02023-03-10T09:50:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEMPSEY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$2.59$2.51$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$2.32$2.14$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$2.19$1.97$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.14$0.05$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.64$0.67$1.08$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.01$1.05$2.24$2.14$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$1.79$1.68$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.01$0.78$1.56$1.59$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.76$1.18$1.01$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.62$1.63$1.90$0.26
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.04$0.88$1.57$1.35$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.05$0.66$1.43$1.58$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.03$0.64$1.66$1.46$0.20