Civic Intelligence

The North County Intergroup Association of Alcoholics Anonymou

990 • Fiscal year 2024 • EIN 95-3393014

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 01, 2024

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

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.02x

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

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

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

59th percentile

10.0%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Up

$190,123

Up $25,370 (+15%) from 2023

Net Assets

Up

$187,474

Up $25,219 (+16%) from 2023

Liabilities

Up

$2,649

Up $151 (+6.0%) from 2023

Revenue

Up

$133,033

Up $12,057 (+10.0%) from 2023

Expenses

Down

$107,821

Down $6,027 (-5.3%) from 2023

Net Income

Up

$25,212

Up $18,084 (+254%) from 2023

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

2024

Assets$190,123
Liabilities$2,649
Net Assets$187,474

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

2024

Revenue$133,033
Expenses$107,821
Net Income$25,212
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 1, 2024
Return Version
2023v5.1
Gross Receipts
$200,293
Mission and Program Overview

Mission

Community Services for Alcoholics of San Diego County

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$162,255$187,474▲ $25,219
Savings and Temporary Cash Investments$97,728$83,850▼ $13,878
Cash and Non-Interest-Bearing Accounts$41,370$80,968▲ $39,598
Inventories for Sale or Use$17,735$14,882▼ $2,853
Prepaid Expenses and Deferred Charges$1,393$1,414▲ $21
Land, Buildings, and Equipment, Net$339$0▼ $339
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$164,753$190,123▲ $25,370
Other Assets Total$6,188$9,009▲ $2,821
Liabilities
Accounts Payable and Accrued Expenses$1,835$1,870▲ $35
Other Liabilities$663$779▲ $116
Total Liabilities$2,498$2,649▲ $151
Net Assets / Fund Balance
Total Net Assets Fund Balance$162,255$187,474▲ $25,219
Total Liabilities and Net Assets / Fund Balance$164,753$190,123▲ $25,370

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$6,640$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
$124,310
Program Service Revenue
$0
Investment Income
$3,565
Other Revenue
$5,158
All Other Contributions
$124,310
Change in Net Assets
$25,212
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$74,915
Other Expenses$32,906
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$27,740$41,610-$69,350
Occupancy$7,622$1,905-$9,527
Payroll Taxes$2,226$3,339-$5,565
All Other Expenses$2,270$1,432-$3,702
Insurance$1,228$1,228-$2,456
Fees for Services Accounting-$2,174-$2,174
Other Expenses$1,518$379-$1,897
Conferences and Meetings$335$1,340-$1,675
Office Expenses$379$1,137-$1,516
Information Technology$993$248-$1,241
Depreciation Depletion$170$169-$339
Total Functional Expenses$52,164$55,657$0$107,821
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$30,176
Fundraising Gross Income$28,120
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Events$28,120$28,120$30,176$-2,056
Total Events$28,120$28,120$30,176$-2,056
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$779
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
2024-11-01
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 = $7

Raw XML Appendix394 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/PersonNm2Jay McDonnell
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0456305
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0121418
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0115573
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt098086
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0119053
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0456305
IRS990ScheduleA/TotalSupportAmt0456305
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03026
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03026
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06640
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0779
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Sales Tax Payable
IRS990ScheduleD/TotalLiabilityAmt0779
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030176
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Events
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028120
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2056
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030176
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030176
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 = $7
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/TotalAssetsBOYAmt0164753
IRS990/TotalAssetsEOYAmt0190123
IRS990/TotalAssetsGrp/BOYAmt0164753
IRS990/TotalAssetsGrp/EOYAmt0190123
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0124310
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt055657
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052164
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107821
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02498
IRS990/TotalLiabilitiesEOYAmt02649
IRS990/TotalLiabilitiesGrp/BOYAmt02498
IRS990/TotalLiabilitiesGrp/EOYAmt02649
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0162255
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0187474
IRS990/TotalProgramServiceExpensesAmt052164
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010779
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0133033
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0164753
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0190123
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Hanson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Office Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
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/ReturnTs02024-11-04T13:16:24-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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