Civic Intelligence

The North County Intergroup Association of Alcoholics Anonymou

990 • Fiscal year 2023 • EIN 95-3393014

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 09, 2023

1020 South Santa Fe Ste BVista, CA 92084

(760) 758-2515

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

55th percentile

5.9%

Higher net margin than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

4.8%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

-0.4%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$164,753

Up $7,508 (+4.8%) from 2022

Net Assets

Up

$162,255

Up $7,126 (+4.6%) from 2022

Liabilities

Up

$2,498

Up $382 (+18%) from 2022

Revenue

Down

$120,976

Down $433 (-0.4%) from 2022

Expenses

Up

$113,848

Up $9,524 (+9.1%) from 2022

Net Income

Down

$7,128

Down $9,957 (-58%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $90,016Liabilities 2011: $4,6082011Assets 2012: $88,005Liabilities 2012: $4,9282012Assets 2013: $88,213Liabilities 2013: $6,261Net Assets 2013: $81,9522013Assets 2014: $95,757Liabilities 2014: $6,766Net Assets 2014: $88,9912014Assets 2015: $94,811Liabilities 2015: $6,899Net Assets 2015: $87,9122015Assets 2016: $101,577Liabilities 2016: $6,627Net Assets 2016: $94,9502016Assets 2017: $112,493Liabilities 2017: $6,971Net Assets 2017: $105,5222017Assets 2018: $132,632Liabilities 2018: $5,348Net Assets 2018: $127,2842018Assets 2019: $134,091Liabilities 2019: $5,009Net Assets 2019: $129,0822019Assets 2020: $146,808Liabilities 2020: $5,142Net Assets 2020: $141,6662020Assets 2021: $142,366Liabilities 2021: $4,322Net Assets 2021: $138,0442021Assets 2022: $157,245Liabilities 2022: $2,116Net Assets 2022: $155,1292022Assets 2023: $164,753Liabilities 2023: $2,498Net Assets 2023: $162,2552023Assets 2024: $190,123Liabilities 2024: $2,649Net Assets 2024: $187,4742024Assets 2025: $178,688Liabilities 2025: $5,713Net Assets 2025: $172,9752025

Highlighted filing

2023

Assets$164,753
Liabilities$2,498
Net Assets$162,255

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $105,928Expenses 2011: $109,479Net Income 2011: -$3,5512011Revenue 2012: $106,794Expenses 2012: $109,125Net Income 2012: -$2,3312012Revenue 2013: $105,988Expenses 2013: $107,113Net Income 2013: -$1,1252013Revenue 2014: $114,810Expenses 2014: $107,771Net Income 2014: $7,0392014Revenue 2015: $110,630Expenses 2015: $111,709Net Income 2015: -$1,0792015Revenue 2016: $119,392Expenses 2016: $112,354Net Income 2016: $7,0382016Revenue 2017: $120,661Expenses 2017: $110,089Net Income 2017: $10,5722017Revenue 2018: $135,823Expenses 2018: $114,061Net Income 2018: $21,7622018Revenue 2019: $129,179Expenses 2019: $127,381Net Income 2019: $1,7982019Revenue 2020: $126,529Expenses 2020: $113,945Net Income 2020: $12,5842020Revenue 2021: $102,184Expenses 2021: $105,806Net Income 2021: -$3,6222021Revenue 2022: $121,409Expenses 2022: $104,324Net Income 2022: $17,0852022Revenue 2023: $120,976Expenses 2023: $113,848Net Income 2023: $7,1282023Revenue 2024: $133,033Expenses 2024: $107,821Net Income 2024: $25,2122024Revenue 2025: $107,284Expenses 2025: $121,781Net Income 2025: -$14,4972025

Highlighted filing

2023

Revenue$120,976
Expenses$113,848
Net Income$7,128
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$178,130
Mission and Program Overview

Mission

Community Services for Alcoholics of San Diego County

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$155,129$162,255▲ $7,126
Savings and Temporary Cash Investments-$97,728-
Cash and Non-Interest-Bearing Accounts$138,932$41,370▼ $97,562
Inventories for Sale or Use$13,236$17,735▲ $4,499
Prepaid Expenses and Deferred Charges$1,352$1,393▲ $41
Land, Buildings, and Equipment, Net$2,087$339▼ $1,748
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$157,245$164,753▲ $7,508
Other Assets Total$1,638$6,188▲ $4,550
Liabilities
Accounts Payable and Accrued Expenses$2,116$1,835▼ $281
Other Liabilities-$663-
Total Liabilities$2,116$2,498▲ $382
Net Assets / Fund Balance
Total Net Assets Fund Balance$155,129$162,255▲ $7,126
Total Liabilities and Net Assets / Fund Balance$157,245$164,753▲ $7,508

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$339$6,301$6,640
Equipment-$3,026$3,026
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mike LevyChairman
Valerie MyersCo-Chair
Lisa FrostSecretary
Jay McDonnellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$121,418
Program Service Revenue
$0
Investment Income
$385
Other Revenue
$-827
All Other Contributions
$121,418
Change in Net Assets
$7,128
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$81,767
Other Expenses$32,081
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$29,608$46,034-$75,642
Occupancy$7,406$1,851-$9,257
Payroll Taxes$2,434$3,691-$6,125
Insurance$1,339$1,339-$2,678
Office Expenses$1,477$738-$2,215
Depreciation Depletion$874$874-$1,748
Other Expenses$1,570$325-$1,570
Conferences and Meetings-$1,391-$1,391
Fees for Services Accounting-$1,390-$1,390
Information Technology$1,067$267-$1,334
All Other Expenses$479$378-$857
Fees for Services Legal-$154-$154
Total Functional Expenses$54,843$59,005$0$113,848
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,789
Fundraising Gross Income$22,353
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Events$22,353$22,353$27,789$-5,436
Total Events$22,353$22,353$27,789$-5,436
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$663
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, Part VI, Section B, Line 11B

The tax return is reviewed by the board before it is filed.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
North County Intergroup
EIN
95-3393014
Phone
7607582515
Address
1020 South Santa Fe Ste B, Vista, CA 92084

Signing Officer

Name
Elizabeth Hanson
Title
Office Manager
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Levy
Formed
1980
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
2

Preparer

Firm
Total Tax Services
Address
2725 Jefferson Street Suite 8A, Carlsbad, CA 92008
Preparer
Matthew Mason EA
Phone
7607209917
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Rounding = -$2

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/Form990PartVIISectionAGrp/PersonNm1Valerie Myers
IRS990/Form990PartVIISectionAGrp/PersonNm2Jay McDonnell
IRS990/Form990PartVIISectionAGrp/PersonNm3Lisa Frost
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0121418
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0115573
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt098086
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0119053
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0112982
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0567112
IRS990ScheduleA/TotalSupportAmt0567112
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03026
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03026
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0339
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06301
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0663
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Sales Tax Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0339
IRS990ScheduleD/TotalLiabilityAmt0663
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027789
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Events
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022353
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022353
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022353
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022353
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-5436
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027789
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027789
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The tax return is reviewed by the board before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rounding = -$2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0157245
IRS990/TotalAssetsEOYAmt0164753
IRS990/TotalAssetsGrp/BOYAmt0157245
IRS990/TotalAssetsGrp/EOYAmt0164753
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0121418
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt059005
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054843
IRS990/TotalFunctionalExpensesGrp/TotalAmt0113848
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02116
IRS990/TotalLiabilitiesEOYAmt02498
IRS990/TotalLiabilitiesGrp/BOYAmt02116
IRS990/TotalLiabilitiesGrp/EOYAmt02498
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0155129
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0162255
IRS990/TotalProgramServiceExpensesAmt054843
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04994
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0120976
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0157245
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0164753
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01020 South Santa Fe Ste B
IRS990/USAddress/CityNm0Vista
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092084
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.ncsandiegoaa.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Hanson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Office Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0North County Intergroup
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Alcoholics Anonymous
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0953393014
ReturnHeader/Filer/PhoneNum07607582515
ReturnHeader/Filer/USAddress/AddressLine1Txt01020 South Santa Fe Ste B
ReturnHeader/Filer/USAddress/CityNm0Vista
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092084
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825087389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Total Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02725 Jefferson Street Suite 8A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07607209917
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew Mason EA
ReturnHeader/ReturnTs02023-11-10T14:33:23-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Elizabeth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hanson
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.06$1.73$1.07$1.22$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.03$1.87$1.33$1.08$0.25
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.02$1.62$1.21$1.14$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.02$1.55$1.21$1.04$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.04$1.38$1.02$1.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.05$1.42$1.27$1.14$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.05$1.29$1.29$1.27$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.05$1.27$1.36$1.14$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.07$1.06$1.21$1.10$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.07$0.95$1.19$1.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.07$0.88$1.11$1.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.07$0.89$1.15$1.08$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.06$0.82$1.06$1.07$0.01
2012Summary only. Only limited summary data is available for this year.$0.88$0.05$1.07$1.09$0.02
2011Summary only. Only limited summary data is available for this year.$0.90$0.05$1.06$1.09$0.04