Alcoholics Anonymous Orange County Intergroup Asso FY2020 filing

Tax-deductible

Santa Ana, CA501(c)(3)EIN 95-6100366Revenue $296K in FY2020

On file with the IRSoc-aa.org1526 Brookhollow Dr Ste 75, 92705-5421 · Santa Ana, CATax-exempt since Aug 1963Publicly supported — 509(a)(2)

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The organization's mission is to aid aa groups within Orange County in their common purpose of carrying the aa message to the alcoholic who still suffers by establishing committees and a central office through which the groups, their members and the general public could be served.

501(c)(3) charity; gifts are tax-deductible.
43¢ of each $1 spent went to programs.
$45K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $3K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
43%
of spending
Concern: 43% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$45K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
7 mo
of spending, in cash
Looks good: 6.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$17K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 11 voting members
Looks good: 10 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$296K
Spent
$290K
To programs
43%
Net assets
$209K
By yearFY2020–FY2024
Revenue
$296K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$296K
FY2021$327K
FY2022$353K
FY2023$402K
FY2024$374K
Expenses
$290K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$290K
FY2021$326K
FY2022$357K
FY2023$374K
FY2024$392K
Net assets
$209K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$209K
FY2021$210K
FY2022$206K
FY2023$234K
FY2024$216K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1963.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

43 cents of each dollar spent went to programs.

Program services 43% · $125K Management & general 57% · $164K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $45K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$45,423Pt VII · Sec A
Chairperson
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
H & I Director
$0Pt VII · Sec A
Public Info
$0Pt VII · Sec A
Special Events
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Greg Krem$54,167$50,000———
Veronica Robinson Left 33123——$51,095——
Veronica Robinson—$13,614—$46,673$45,423

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports Alcoholics Anonymous groups in Orange County to help those still suffering.

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Provided by the organization

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1 program · $125K · in their own filed words · FY2020
01

The association was formed by the aa groups within orange county for the express purpose of establishing a central office through which the groups, their members and the general public could be served more efficiently than could be done by the groups INDIVIDUALLY.THE services which the central office supplies include:- assigning "twelfth…

$125Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$296K
Ln 12
Gifts and grantsLn 1h$215K
Fees for servicesLn 2g$80K
Other incomeLn 4–11$705
Money outPt IX
$290K
Ln 25
Programscol B$125K
Managementcol C$164K
Owns and owesPt X
$209K
net assets · Ln 32
Cash and savingsLn 1–2$165K
Total assetsLn 16$226K
LiabilitiesLn 26$17K
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$215K
Fees for servicesLn 2g$80K
Investment incomeLn 3$86
Other incomeLn 4–11$705
Total revenueLn 12$296K
Assets in detailPt X, end of year
CashLn 1$32K
SavingsLn 2$133K
Cash and savings togetherLn 1–2$165K
Land, buildings, equipmentLn 10c$16K
Other assetsLn 15$3K
Total assetsLn 16$226K
LiabilitiesLn 26$17K
Net assetsLn 32$209K
OperationsPt I, VI
EmployeesI 52
VolunteersI 630
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$157K$165K
Land, buildings, equipmentLn 10c$21K$16K
Total assetsLn 16$233K$226K
LiabilitiesLn 26$30K$17K
Net assetsLn 32$203K$209K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$45K$45K
Other salaries and wagesLn 7$49K$49K
Other employee benefitsLn 9$5K$5K
Payroll taxesLn 10$8K$8K
Accounting feesLn 11c$12K$12K
Office expensesLn 13$5K$5K
Information technologyLn 14$11K$11K
OccupancyLn 16$42K$32K$10K
InterestLn 20$956$956
Depreciation, depletion and amortizationLn 22$8K$1K$7K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$92K$91K$1K
All other expensesLn 24e$9K$939$8K
Total functional expensesLn 25$290K$125K$164K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $374K$392K−$19K$216K 990 PDF
FY2023 $402K$374K$28K$234K 990 PDF
FY2022 $353K$357K−$4K$206K 990 PDF
FY2021 $327K$326K$895$210K 990 PDF
FY2020 Viewing $296K$290K$7K$209K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $296,278 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $218,355$214,995
I-9 Program service revenuePrior year $128,004$80,492
I-10 Investment incomePrior year $67$86
I-11 Other revenuePrior year $5,466$705
I-12 Total revenuePrior year $351,892$296,278
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $124,330$107,802
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $224,686$181,726
I-18 Total expensesPrior year $349,016$289,528
I-19 Revenue less expensesPrior year $2,876$6,750
Part VI · Governance 10 of 11 board members independent, 2 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members10
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $296,278 across 6 lines filed
VIII-1f All other contributions, gifts and grants$214,995
VIII-1h Total contributions, gifts and grants$214,995
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $80,492$80,492
VIII-3 Investment incomeExcluded from tax $86$86
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $705$705
VIII-12 Total revenueRelated to mission $80,492 · Unrelated business $0 · Excluded from tax $791$296,278
Part IX · Statement of functional expenses $289,528 across 13 lines filed
IX-5 Pay of current officers, directors and key staffManagement $45,423$45,423
IX-7 Other salaries and wagesManagement $48,984$48,984
IX-9 Other employee benefitsManagement $5,250$5,250
IX-10 Payroll taxesManagement $8,145$8,145
IX-11c Accounting feesManagement $11,695$11,695
IX-13 Office expensesManagement $4,568$4,568
IX-14 Information technologyManagement $11,433$11,433
IX-16 OccupancyPrograms $31,858 · Management $9,989$41,847
IX-20 InterestManagement $956$956
IX-22 Depreciation, depletion and amortizationPrograms $1,344 · Management $6,788$8,132
IX-23 InsuranceManagement $1,620$1,620
IX-24 Other expenses (24a–d)Programs $91,084 · Management $1,296$92,380
IX-24e All other expensesPrograms $939 · Management $8,156$9,095
IX-25 Total functional expensesPrograms $125,225 · Management $164,303 · Fundraising $0$289,528
Part X · Balance sheet $226,165 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $9,343$32,085
X-2 Savings and temporary cash investmentsStart of year $147,598$132,684
X-4 Accounts receivableStart of year $5,466$0
X-8 Inventories for sale or useStart of year $44,562$40,077
X-9 Prepaid expenses and deferred chargesStart of year $1,108$2,534
X-10c Land, buildings and equipment, netStart of year $21,325$15,515
X-15 Other assetsStart of year $3,270$3,270
X-16 Total assetsStart of year $232,672$226,165
X-17 Accounts payable and accrued expensesStart of year $10,412$4,226
X-25 Other liabilitiesStart of year $19,604$12,533
X-26 Total liabilitiesStart of year $30,016$16,759
X-27 Net assets without donor restrictionsStart of year $202,656$209,406
X-32 Total net assets or fund balancesStart of year $202,656$209,406
X-33 Total liabilities and net assetsStart of year $232,672$226,165
Part XI · Reconciliation of net assets $209,406 net assets at year end
XI-1 Total revenue$296,278
XI-2 Total expenses$289,528
XI-3 Revenue less expenses$6,750
XI-4 Net assets at start of year$202,656
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$209,406

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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