Civic Intelligence

Intergroup Central Office of Santa Clara County Inc.

990 • Fiscal year 2014 • EIN 94-2288924

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

274 E Hamilton Avenue Suite DCampbell, CA 95008-0240

(408) 374-8511

Siviq Scores

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

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.03x

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

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

Net Margin

57th percentile

6.2%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

96th percentile

$69,329

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 38.2% of source-year revenue.

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

Asset Growth

62nd percentile

9.7%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

55th percentile

4.7%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Up

$139,508

Up $12,333 (+9.7%) from 2013

Net Assets

Up

$134,233

Up $11,247 (+9.1%) from 2013

Liabilities

Up

$5,275

Up $1,086 (+26%) from 2013

Revenue

Up

$181,434

Up $8,176 (+4.7%) from 2013

Expenses

Up

$170,187

Up $6,973 (+4.3%) from 2013

Net Income

Up

$11,247

Up $1,203 (+12%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $103,346Liabilities 2010: $3,782Net Assets 2010: $99,5642010Assets 2011: $105,359Liabilities 2011: $5,967Net Assets 2011: $99,3922011Assets 2012: $117,902Liabilities 2012: $4,960Net Assets 2012: $112,9422012Assets 2013: $127,175Liabilities 2013: $4,189Net Assets 2013: $122,9862013Assets 2014: $139,508Liabilities 2014: $5,275Net Assets 2014: $134,2332014Assets 2015: $126,684Liabilities 2015: $6,853Net Assets 2015: $119,8312015Assets 2016: $147,405Liabilities 2016: $21,407Net Assets 2016: $125,9982016Assets 2017: $161,261Liabilities 2017: $19,147Net Assets 2017: $142,1142017Assets 2018: $165,836Liabilities 2018: $19,043Net Assets 2018: $146,7932018Assets 2019: $152,432Liabilities 2019: $14,272Net Assets 2019: $138,1602019Assets 2020: $150,055Liabilities 2020: $17,863Net Assets 2020: $132,1922020Assets 2021: $179,298Liabilities 2021: $8,056Net Assets 2021: $171,2422021Assets 2022: $209,223Liabilities 2022: $6,395Net Assets 2022: $202,8282022Assets 2023: $236,560Liabilities 2023: $6,136Net Assets 2023: $230,4242023Assets 2024: $257,587Liabilities 2024: $2,290Net Assets 2024: $255,2972024

Highlighted filing

2014

Assets$139,508
Liabilities$5,275
Net Assets$134,233

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $185,4352010Expenses 2011: $189,0962011Expenses 2012: $166,1042012Revenue 2013: $173,258Expenses 2013: $163,214Net Income 2013: $10,0442013Revenue 2014: $181,434Expenses 2014: $170,187Net Income 2014: $11,2472014Revenue 2015: $177,073Expenses 2015: $191,475Net Income 2015: -$14,4022015Revenue 2016: $217,761Expenses 2016: $199,889Net Income 2016: $17,8722016Revenue 2017: $213,166Expenses 2017: $197,050Net Income 2017: $16,1162017Revenue 2018: $224,210Expenses 2018: $219,509Net Income 2018: $4,7012018Revenue 2019: $207,095Expenses 2019: $215,728Net Income 2019: -$8,6332019Revenue 2020: $178,966Expenses 2020: $184,934Net Income 2020: -$5,9682020Revenue 2021: $181,118Expenses 2021: $142,124Net Income 2021: $38,9942021Revenue 2022: $198,928Expenses 2022: $167,502Net Income 2022: $31,4262022Revenue 2023: $238,726Expenses 2023: $211,993Net Income 2023: $26,7332023Revenue 2024: $252,668Expenses 2024: $227,795Net Income 2024: $24,8732024

Highlighted filing

2014

Revenue$181,434
Expenses$170,187
Net Income$11,247
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$228,159
Mission and Program Overview

Mission

Our primary purpose is to help, in any way, to carry out the sole purpose of alcoholics anonymous.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$84,185$104,458▲ $20,273
Inventories for Sale or Use$17,112$23,735▲ $6,623
Cash and Non-Interest-Bearing Accounts$19,149$4,743▼ $14,406
Land, Buildings, and Equipment, Net$3,067$4,017▲ $950
Prepaid Expenses and Deferred Charges$1,668$561▼ $1,107
Total Assets$127,175$139,508▲ $12,333
Other Assets Total$1,994$1,994→ $0
Liabilities
Other Liabilities$2,687$3,143▲ $456
Deferred Revenue$1,502$2,132▲ $630
Total Liabilities$4,189$5,275▲ $1,086
Net Assets / Fund Balance
Unrestricted Net Assets$122,986$134,233▲ $11,247
Total Net Assets Fund Balance$122,986$134,233▲ $11,247
Total Liabilities and Net Assets / Fund Balance$127,175$139,508▲ $12,333

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$494$30,065$30,559
Other Land Buildings$3,523$5,875$9,398
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce KirschenmannExecutive DirectorFT$64,228$5,101$69,329

Board Members and Trustees

NameTitle
Annette NystromALT CHAIR 13/14;TREASURER
Gary SmithALT SEC'Y 13/14;ALT CHAIR
Mike WhelanCHAIR 13/14;SECRETARY 12/1
Ross JohnsonChair 14/15, Secy 13/14
Laura MartinTreasurer 13/14, Alt Chair 14/15
Mike KowalskiALT SEC'Y 14/15
Laura TaitSecretary 14/15
Jon HoagTreasurer 14/15
Revenue and Support

Revenue Composition

Contributions and Grants
$145,340
Program Service Revenue
$19,217
Investment Income
$276
Other Revenue
$16,601
All Other Contributions
$145,340
Change in Net Assets
$11,247
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$102,776
Other Expenses$67,411
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$51,382$12,845-$64,227
Occupancy$22,128$5,532-$27,660
Other Salaries and Wages$18,836$4,709-$23,545
Office Expenses$9,514$2,378-$11,892
Payroll Taxes$6,132$1,533-$7,665
Other Employee Benefits$5,871$1,468-$7,339
Conferences and Meetings$6,735--$6,735
Insurance$5,316$795-$6,111
Other Expenses$4,214--$4,214
Fees for Services Accounting-$3,425-$3,425
Depreciation Depletion$752$188-$940
Total Functional Expenses$137,314$32,873$0$170,187
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Group Deposits-literature$1,987
Sales Tax Payable$1,156
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 11

A copy of the completed 990 was provided to the board prior to filing.

Form 990, Part VI, Section B, Line 12C

Board reviews conflict of interest policy on an annual basis.

Form 990, Part VI, Section B, Line 15A

Board established a compensation committee. The committee obtained a salary survey from the center for nonprofit management for review of management compensation levels. Findings were presented and approved by the board.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Intergroup Central Office of
EIN
94-2288924
Phone
4083748511
Address
274 E HAMILTON AVENUE SUITE D, CAMPBELL, CA 95008-0240

Signing Officer

Name
Bruce Kirschenmann
Title
Executive Director
Phone
4083748511
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Kirschenmann
Formed
1975
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
3
Volunteers
30

Preparer

Firm
Boman Accounting Group Inc
Address
30 UNION AVENUE SUITE 210, CAMPBELL, CA 95008
Preparer
Lynda R Boman CPA
Phone
4088662004
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt035818
IRS990/SavingsAndTempCashInvstGrp/BOYAmt084185
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0104458
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0145340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0143018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0149244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0137411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0138901
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0713914
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0276
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0183
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0190
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0995
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02054
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0402080
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99710
IRS990ScheduleA/PublicSupportPY170Pct00.99540
IRS990ScheduleA/PublicSupportTotal170Amt0713914
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0145340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0143018
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0149244
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0137411
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0138901
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0713914
IRS990ScheduleA/TotalSupportAmt0715968
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0494
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030065
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030559
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03523
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05875
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09398
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01987
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11156
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GROUP DEPOSITS-LITERATURE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SALES TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04017
IRS990ScheduleD/TotalLiabilityAmt03143
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE COMPLETED 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD REVIEWS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD ESTABLISHED A COMPENSATION COMMITTEE. THE COMMITTEE OBTAINED A SALARY SURVEY FROM THE CENTER FOR NONPROFIT MANAGEMENT FOR REVIEW OF MANAGEMENT COMPENSATION LEVELS. FINDINGS WERE PRESENTED AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0127175
IRS990/TotalAssetsEOYAmt0139508
IRS990/TotalAssetsGrp/BOYAmt0127175
IRS990/TotalAssetsGrp/EOYAmt0139508
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0145340
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032873
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0137314
IRS990/TotalFunctionalExpensesGrp/TotalAmt0170187
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04189
IRS990/TotalLiabilitiesEOYAmt05275
IRS990/TotalLiabilitiesGrp/BOYAmt04189
IRS990/TotalLiabilitiesGrp/EOYAmt05275
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0122986
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0134233
IRS990/TotalOtherCompensationAmt05101
IRS990/TotalProgramServiceExpensesAmt0137314
IRS990/TotalProgramServiceRevenueAmt019217
IRS990/TotalReportableCompFromOrgAmt064228
IRS990/TotalRevenueGrp/ExclusionAmt0276
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035818
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0181434
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0127175
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0139508
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0122986
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0134233
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0274 E HAMILTON AVENUE SUITE D
IRS990/USAddress/CityNm0CAMPBELL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0950080240
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTP:/AASANJOSE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE KIRSCHENMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04083748511
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTERGROUP CENTRAL OFFICE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SANTA CLARA COUNTY INC
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0942288924
ReturnHeader/Filer/PhoneNum04083748511
ReturnHeader/Filer/USAddress/AddressLine1Txt0274 E HAMILTON AVENUE SUITE D
ReturnHeader/Filer/USAddress/CityNm0CAMPBELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0950080240
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263939360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOMAN ACCOUNTING GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 UNION AVENUE SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04088662004

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.58$0.02$2.55$2.53$2.28$0.25
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.06$2.30$2.39$2.12$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.06$2.03$1.99$1.68$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.08$1.71$1.81$1.42$0.39
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.18$1.32$1.79$1.85$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.14$1.38$2.07$2.16$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.66$0.19$1.47$2.24$2.20$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.19$1.42$2.13$1.97$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.21$1.26$2.18$2.00$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.07$1.20$1.77$1.91$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.05$1.34$1.81$1.70$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.04$1.23$1.73$1.63$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.05$1.13$1.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.06$0.99$1.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.04$1.00$1.85