Civic Intelligence

Santa Cruz County Intergroup Inc

EIN 77-0081244 • 501(c)3 • Soquel, CA

Profile

To assist alcoholics to achieve and maintain sobriety.

5732 Soquel DriveSoquel, CA 95073

http//www.aasantacruz.org

Siviq Scores

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

Liabilities / Assets

75th percentile

0.05x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

79th percentile

26%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

-23%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$82,614

Up $16,815 (+26%) from 2024

Liabilities

Up

$4,492

Up $3,764 (+517%) from 2024

Net Assets

Up

$78,122

Up $13,051 (+20%) from 2024

Operations
Liabilities / Revenue80th percentileNet Margin26th percentile

Revenue

Down

$60,769

Down $18,126 (-23%) from 2024

Expenses

Down

$70,090

Down $1,675 (-2.3%) from 2024

Net Income

Down

-$9,321

Down $16,451 (-231%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$100K$50K$0Assets 2012: $17,632Liabilities 2012: $02012Assets 2013: $24,520Liabilities 2013: $02013Assets 2014: $34,700Liabilities 2014: $02014Assets 2015: $44,575Liabilities 2015: $02015Assets 2016: $52,660Liabilities 2016: $02016Assets 2017: $47,929Liabilities 2017: $02017Assets 2018: $52,656Liabilities 2018: $02018Assets 2019: $64,120Liabilities 2019: $02019Assets 2022: $64,162Liabilities 2022: $1,110Net Assets 2022: $63,0522022Assets 2023: $59,188Liabilities 2023: $1,247Net Assets 2023: $57,9412023Assets 2024: $65,799Liabilities 2024: $728Net Assets 2024: $65,0712024Assets 2025: $82,614Liabilities 2025: $4,492Net Assets 2025: $78,1222025

Highlighted filing

2025

Assets$82,614
Liabilities$4,492
Net Assets$78,122
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

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

$100K$50K$0-$50KRevenue 2012: $35,931Expenses 2012: $38,494Net Income 2012: -$2,5632012Revenue 2013: $42,312Expenses 2013: $35,424Net Income 2013: $6,8882013Revenue 2014: $51,168Expenses 2014: $40,988Net Income 2014: $10,1802014Revenue 2015: $48,405Expenses 2015: $38,530Net Income 2015: $9,8752015Revenue 2016: $46,417Expenses 2016: $38,332Net Income 2016: $8,0852016Revenue 2017: $37,481Expenses 2017: $42,212Net Income 2017: -$4,7312017Revenue 2018: $50,255Expenses 2018: $45,528Net Income 2018: $4,7272018Revenue 2019: $62,588Expenses 2019: $51,124Net Income 2019: $11,4642019Revenue 2022: $59,813Expenses 2022: $65,177Net Income 2022: -$5,3642022Revenue 2023: $78,237Expenses 2023: $83,348Net Income 2023: -$5,1112023Revenue 2024: $78,895Expenses 2024: $71,765Net Income 2024: $7,1302024Revenue 2025: $60,769Expenses 2025: $70,090Net Income 2025: -$9,3212025

Highlighted filing

2025

Revenue$60,769
Expenses$70,090
Net Income-$9,321
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,614
Liabilities
$4,492
Net assets
$78,122
Revenue
$60,769
Expenses
$70,090
Net income
-$9,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$82.6$4.49$78.1$60.8$70.1$9.32
2024Detailed filing. Detailed filing data is available for this year.$65.8$0.73$65.1$78.9$71.8$7.13
2023Detailed filing. Detailed filing data is available for this year.$59.2$1.25$57.9$78.2$83.3$5.11
2022Detailed filing. Detailed filing data is available for this year.$64.2$1.11$63.1$59.8$65.2$5.36
2019Summary only. Only limited summary data is available for this year.$64.1$0.00$62.6$51.1$11.5
2018Summary only. Only limited summary data is available for this year.$52.7$0.00$50.3$45.5$4.73
2017Summary only. Only limited summary data is available for this year.$47.9$0.00$37.5$42.2$4.73
2016Summary only. Only limited summary data is available for this year.$52.7$0.00$46.4$38.3$8.09
2015Summary only. Only limited summary data is available for this year.$44.6$0.00$48.4$38.5$9.88
2014Summary only. Only limited summary data is available for this year.$34.7$0.00$51.2$41.0$10.2
2013Summary only. Only limited summary data is available for this year.$24.5$0.00$42.3$35.4$6.89
2012Summary only. Only limited summary data is available for this year.$17.6$0.00$35.9$38.5$2.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 3, 2026
Return Version
2024v5.2
Gross Receipts
$92,054
Mission and Program Overview

Mission

To assist alcoholics to achieve and maintain sobriety.

Program Services

DescriptionGrantsExpenses
PERIODIC MEETINGS WITH HUNDREDS OF PARTICIPANTS THROUGHOUT THE YEAR. HELPING MANY PARTICIPANTS TO MAINTAIN SOBRIETY AND ASSISTING OTHERS IN THEIR QUEST FOR SOBRIETY.-$28,088
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW WELCHChairman-$0--
MARY KUNTZ-COTEVice Chair-$0--
DAVID HALLTreasurer-$0--
DEBBIE TAYLORSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Santa Cruz County Intergroup Inc
EIN
77-0081244
Phone
8314755782
Address
5732 SOQUEL DRIVE, SOQUEL, CA 95073

Signing Officer

Name
Barbara Sears
Title
Office manager
Signed
2026-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Patricia A Beckwith CPA
Address
4630 Soquel Drive, Soquel, CA 95073
Preparer
Patricia A Beckwith CPA
Phone
8314751544
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1110”

Other Expenses.1005

“Travel $518”

Other Expenses.1009

“Depreciation $1518”

Other Expenses.1012

“Insurance $3498”

Other Expenses.1

“BSM SUPPLIES $5429”

Other Expenses.2

“Telephone & communications $4326”

Other Expenses.3

“SUPPLIES $1871”

Other Expenses.4

“Subscriptions & software $1677”

Other Expenses.5

“ACTIVITIES EXPENSE $1499”

Other Expenses.6

“Repairs & maintenance $712”

Other Expenses.7

“Payroll service fees $168”

Other Expenses.9

“Seminars and training $150”

Other Expenses.10

“TAXES & LICENSE $110”

Other Expenses.11

“BANK FEES $48”

Other Expenses.12

“Reconciliation differences $-303”

Other Assets.1003

“Machinery and Equipment - Beginning $7555 Machinery and Equipment - Ending $6037”

Other Assets.1010

“Inventories - Beginning $17286 Inventories - Ending $17286”

Other Assets.1

“DEPOSITS - Beginning $0 DEPOSITS - Ending $250”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $7078 Unsecured Notes and Loans Payable - Ending $4492”

Total Liabilities.1

“PAYROLL LIABILITIES - Beginning $450 PAYROLL LIABILITIES - Ending $0”

Total Liabilities.2

“SALES TAX PAYABLE - Beginning $191 SALES TAX PAYABLE - Ending $0”

Raw XML Appendix197 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/USAddress/CityNm0SOQUEL
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt082614
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IRS990EZ/GrossReceiptsAmt092054
IRS990EZ/GrossSalesOfInventoryAmt035109
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATTHEW WELCH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBBIE TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt024841
IRS990EZ/OtherAssetsTotalDetail/EOYAmt023573
IRS990EZ/OtherChangesInNetAssetsAmt0466
IRS990EZ/OtherExpensesTotalAmt022331
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST ALCOHOLICS TO ACHIEVE AND MAINTAIN SOBRIETY.
IRS990EZ/PrintingPublicationsPostageAmt0157
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERIODIC MEETINGS WITH HUNDREDS OF PARTICIPANTS THROUGHOUT THE YEAR. HELPING MANY PARTICIPANTS TO MAINTAIN SOBRIETY AND ASSISTING OTHERS IN THEIR QUEST FOR SOBRIETY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028088
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt026532
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07719
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04492
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt070090
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.aasantacruz.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt055419
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt047571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0285592
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt082787
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0368379
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055419
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IRS990ScheduleA/Total509Grp/TotalAmt0368379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt092048
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066140
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0368379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $1518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $3498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BSM SUPPLIES $5429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE & COMMUNICATIONS $4326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $1871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUBSCRIPTIONS & SOFTWARE $1677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITIES EXPENSE $1499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REPAIRS & MAINTENANCE $712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYROLL SERVICE FEES $168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SEMINARS AND TRAINING $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TAXES & LICENSE $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BANK FEES $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14RECONCILIATION DIFFERENCES $-303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Machinery and Equipment - Beginning $7555 Machinery and Equipment - Ending $6037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Inventories - Beginning $17286 Inventories - Ending $17286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17DEPOSITS - Beginning $0 DEPOSITS - Ending $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Unsecured Notes and Loans Payable - Beginning $7078 Unsecured Notes and Loans Payable - Ending $4492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19PAYROLL LIABILITIES - Beginning $450 PAYROLL LIABILITIES - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20SALES TAX PAYABLE - Beginning $191 SALES TAX PAYABLE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Total Liabilities.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Sears
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Office manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA CRUZ COUNTY INTERGROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0770081244
ReturnHeader/Filer/PhoneNum08314755782
ReturnHeader/Filer/USAddress/AddressLine1Txt05732 SOQUEL DRIVE
ReturnHeader/Filer/USAddress/CityNm0SOQUEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095073
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263175104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patricia A Beckwith CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04630 Soquel Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Soquel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095073
ReturnHeader/PreparerPersonGrp/PhoneNum08314751544
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia A Beckwith CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-03T10:18:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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