Civic Intelligence

San Diego Spring Round Up

990EZ • Fiscal year 2024 • EIN 95-3539453

May 01, 2023 to Apr 30, 2024 • Filed on Feb 24, 2025

Organization ProfileN/A
PO Box 12186LA Jolla, CA 92039

(415) 377-9296

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

25th percentile

-11%

Higher net margin than 25% 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

19th percentile

-28%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

53rd percentile

5.3%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$41,883

Down $16,042 (-28%) from 2023

Net Assets

Down

$41,883

Down $16,042 (-28%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Up

$141,178

Up $7,105 (+5.3%) from 2023

Expenses

Up

$157,220

Up $22,716 (+17%) from 2023

Net Income

Down

-$16,042

Down $15,611 (-3622%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$80K$60K$40K$20K$0Assets 2012: $50,266Liabilities 2012: $02012Assets 2013: $43,569Liabilities 2013: $02013Assets 2014: $46,580Net Assets 2014: $46,5802014Assets 2015: $60,607Net Assets 2015: $60,6072015Assets 2016: $53,073Net Assets 2016: $53,0732016Assets 2017: $51,075Net Assets 2017: $51,0752017Assets 2018: $72,856Liabilities 2018: $23,050Net Assets 2018: $49,8062018Assets 2019: $38,310Net Assets 2019: $38,3102019Assets 2020: $32,872Net Assets 2020: $32,8722020Assets 2021: $28,415Net Assets 2021: $28,4152021Assets 2022: $58,356Net Assets 2022: $58,3562022Assets 2023: $57,925Net Assets 2023: $57,9252023Assets 2024: $41,883Net Assets 2024: $41,8832024Assets 2025: $60,435Net Assets 2025: $60,4352025

Highlighted filing

2024

Assets$41,883
Liabilities-
Net Assets$41,883
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$200K$100K$0-$100KRevenue 2012: $87,183Expenses 2012: $81,887Net Income 2012: $5,2962012Revenue 2013: $120,028Expenses 2013: $126,725Net Income 2013: -$6,6972013Revenue 2014: $127,209Expenses 2014: $124,198Net Income 2014: $3,0112014Revenue 2015: $102,496Expenses 2015: $88,469Net Income 2015: $14,0272015Revenue 2016: $126,388Expenses 2016: $133,922Net Income 2016: -$7,5342016Revenue 2017: $126,314Expenses 2017: $128,312Net Income 2017: -$1,9982017Revenue 2018: $118,362Expenses 2018: $119,631Net Income 2018: -$1,2692018Revenue 2019: $121,034Expenses 2019: $132,530Net Income 2019: -$11,4962019Revenue 2020: $18,326Expenses 2020: $23,764Net Income 2020: -$5,4382020Revenue 2021: $13,777Expenses 2021: $18,234Net Income 2021: -$4,4572021Revenue 2022: $157,962Expenses 2022: $128,021Net Income 2022: $29,9412022Revenue 2023: $134,073Expenses 2023: $134,504Net Income 2023: -$4312023Revenue 2024: $141,178Expenses 2024: $157,220Net Income 2024: -$16,0422024Revenue 2025: $188,035Expenses 2025: $169,483Net Income 2025: $18,5522025

Highlighted filing

2024

Revenue$141,178
Expenses$157,220
Net Income-$16,042
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Feb 24, 2025
Return Version
2023v6.0
Gross Receipts
$141,178
Mission and Program Overview

Mission

The san diego spring roundup provides an annual meeting for the sustenance and support for recovering alcoholics. Over 6000 have attended for the last three years

Program Services

DescriptionGrantsExpenses
THE SAN DIEGO SPRING ROUNDUP PROVIDES AN ANNUAL MEETING FOR THE SUSTENANCE AND SUPPORT FOR RECOVERING ALCOHOLICS. OVER 6000 HAVE ATTENDED FOR THE PAST THREE YEARS.-$157,220
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLOTTE BRUGHTrustee-$0--
MATTHEW MARXChairman-$0--
HEATHER SMITHTrustee-$0--
MARIE BUCHANANTrustee-$0--
MARK BAKERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
San Diego Spring Roundup
EIN
95-3539453
Phone
4153779296
Address
PO BOX 12186, LA JOLLA, CA 92039

Signing Officer

Name
Matthew Marx
Title
Chairman
Signed
2025-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Michael Shapiro CPA Inc
Address
2801 Camino Del Rio S Suite 208, San Diego, CA 92108
Preparer
Suzi Davis CPA
Phone
6192809400
Supplemental Narrative

Additional Explanations

Other Expenses.1

“$157220”

Raw XML Appendix135 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SAN DIEGO SPRING ROUNDUP
IRS990EZ/BooksInCareOfDetail/PhoneNum08587766085
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 12186
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA JOLLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092039
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057925
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041883
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0141164
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16042
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057925
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041883
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0141178
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057925
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041883
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057925
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041883
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLOTTE BRUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATTHEW MARX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIE BUCHANAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0157220
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SAN DIEGO SPRING ROUNDUP PROVIDES AN ANNUAL MEETING FOR THE SUSTENANCE AND SUPPORT FOR RECOVERING ALCOHOLICS. OVER 6000 HAVE ATTENDED FOR THE LAST THREE YEARS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SAN DIEGO SPRING ROUNDUP PROVIDES AN ANNUAL MEETING FOR THE SUSTENANCE AND SUPPORT FOR RECOVERING ALCOHOLICS. OVER 6000 HAVE ATTENDED FOR THE PAST THREE YEARS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0157220
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0157220
IRS990EZ/TotalProgramServiceExpensesAmt0157220
IRS990EZ/TotalRevenueAmt0141178
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0141164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0134063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0275227
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0275227
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0141164
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0134063
IRS990ScheduleA/Total509Grp/TotalAmt0275227
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0141164
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0134063
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0275227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$157220
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW MARX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO SPRING ROUNDUP
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0953539453
ReturnHeader/Filer/PhoneNum04153779296
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 12186
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092039
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330672053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael Shapiro CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02801 Camino Del Rio S Suite 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192809400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Suzi Davis CPA
ReturnHeader/ReturnTs02025-02-24T11:10:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,883
Liabilities
-
Net assets
$41,883
Revenue
$141,178
Expenses
$157,220
Net income
-$16,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.60$0.60$1.88$1.69$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.42$1.41$1.57$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.58$1.34$1.35$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.58$1.58$1.28$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.28$0.14$0.18$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.18$0.24$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.38$1.21$1.33$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.23$0.50$1.18$1.20$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.51$1.26$1.28$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.53$1.26$1.34$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.61$1.02$0.88$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.47$1.27$1.24$0.03
2013Summary only. Only limited summary data is available for this year.$0.44$0.00$1.20$1.27$0.07
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$0.87$0.82$0.05