Alcoholics Anonymous Orange County Intergroup Asso FY2022 filing

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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.
47¢ of each $1 spent went to programs.
$51K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2022 · 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
47%
of spending
Concern: 47% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$51K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 5.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$111K
35% of total assets
Looks good: liabilities are 35% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$353K
+8% vs prior year
Spent
$357K
To programs
47%
Net assets
$206K
By yearFY2020–FY2024
Revenue
$353K
FY2022▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$296K
FY2021$327K
FY2022$353K
FY2023$402K
FY2024$374K
Expenses
$357K
FY2022▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$290K
FY2021$326K
FY2022$357K
FY2023$374K
FY2024$392K
Net assets
$206K
FY2022▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$209K
FY2021$210K
FY2022$206K
FY2023$234K
FY2024$216K

From the FY2022 Form 990 · see the original

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You’re viewing the FY2022 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

47 cents of each dollar spent went to programs.

Program services 47% · $168K Management & general 53% · $188K

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

20 people listed on the 990; $51K paid to officers and key staff.

Part VII, Section A · reportable compensation
$51,095Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Central Office
$0Pt VII · Sec A
Public Info
$0Pt VII · Sec A
Tech Committee
$0Pt VII · Sec A
Lifeline Director
$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.

See Alcoholics Anonymous Orange County Intergroup Asso executive salaries →

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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 · $168K · in their own filed words · FY2022
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…

$168Kprogram expense

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$353K
Ln 12
Gifts and grantsLn 1h$225K
Fees for servicesLn 2g$123K
Other incomeLn 4–11$4K
Money outPt IX
$357K
Ln 25
Programscol B$168K
Managementcol C$188K
Owns and owesPt X
$206K
net assets · Ln 32
Cash and savingsLn 1–2$162K
Total assetsLn 16$318K
LiabilitiesLn 26$111K
PeoplePt VI, VII
20
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$225K
Fees for servicesLn 2g$123K
Investment incomeLn 3$53
Other incomeLn 4–11$4K
Total revenueLn 12$353K
Assets in detailPt X, end of year
CashLn 1$29K
SavingsLn 2$133K
Cash and savings togetherLn 1–2$162K
Land, buildings, equipmentLn 10c$8K
Other assetsLn 15$104K
Total assetsLn 16$318K
LiabilitiesLn 26$111K
Net assetsLn 32$206K
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 FY22End FY22
Cash and savingsLn 1–2$167K$162K
Land, buildings, equipmentLn 10c$10K$8K
Total assetsLn 16$223K$318K
LiabilitiesLn 26$12K$111K
Net assetsLn 32$210K$206K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$51K$51K
Other salaries and wagesLn 7$63K$63K
Other employee benefitsLn 9$6K$6K
Payroll taxesLn 10$9K$9K
Accounting feesLn 11c$14K$14K
Office expensesLn 13$3K$3K
Information technologyLn 14$12K$12K
OccupancyLn 16$46K$34K$11K
Conferences, conventions and meetingsLn 19$774$774
InterestLn 20$440$440
Depreciation, depletion and amortizationLn 22$4K$4K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$132K$131K$880
All other expensesLn 24e$12K$2K$10K
Total functional expensesLn 25$357K$168K$188K$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 Viewing $353K$357K−$4K$206K 990 PDF
FY2021 $327K$326K$895$210K 990 PDF
FY2020 $296K$290K$7K$209K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $352,642 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $226,984$225,059
I-9 Program service revenuePrior year $100,111$123,420
I-10 Investment incomePrior year $63$53
I-11 Other revenuePrior year $0$4,110
I-12 Total revenuePrior year $327,158$352,642
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 $119,782$129,533
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $206,481$227,162
I-18 Total expensesPrior year $326,263$356,695
I-19 Revenue less expensesPrior year $895−$4,053
Part VI · Governance 13 of 13 board members independent, 2 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $352,642 across 6 lines filed
VIII-1f All other contributions, gifts and grants$225,059
VIII-1h Total contributions, gifts and grants$225,059
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $123,420$123,420
VIII-3 Investment incomeExcluded from tax $53$53
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $4,110$4,110
VIII-12 Total revenueRelated to mission $123,420 · Unrelated business $0 · Excluded from tax $4,163$352,642
Part IX · Statement of functional expenses $356,695 across 14 lines filed
IX-5 Pay of current officers, directors and key staffManagement $51,095$51,095
IX-7 Other salaries and wagesManagement $63,144$63,144
IX-9 Other employee benefitsManagement $6,000$6,000
IX-10 Payroll taxesManagement $9,294$9,294
IX-11c Accounting feesManagement $13,814$13,814
IX-13 Office expensesManagement $2,995$2,995
IX-14 Information technologyManagement $11,710$11,710
IX-16 OccupancyPrograms $34,394 · Management $11,479$45,873
IX-19 Conferences, conventions and meetingsPrograms $774$774
IX-20 InterestManagement $440$440
IX-22 Depreciation, depletion and amortizationManagement $3,962$3,962
IX-23 InsuranceManagement $3,744$3,744
IX-24 Other expenses (24a–d)Programs $130,941 · Management $880$131,821
IX-24e All other expensesPrograms $2,087 · Management $9,942$12,029
IX-25 Total functional expensesPrograms $168,196 · Management $188,499 · Fundraising $0$356,695
Part X · Balance sheet $317,560 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $33,969$28,955
X-2 Savings and temporary cash investmentsStart of year $132,747$132,800
X-8 Inventories for sale or useStart of year $39,586$40,236
X-9 Prepaid expenses and deferred chargesStart of year $2,613$2,692
X-10c Land, buildings and equipment, netStart of year $10,378$8,385
X-15 Other assetsStart of year $3,270$104,492
X-16 Total assetsStart of year $222,563$317,560
X-17 Accounts payable and accrued expensesStart of year $3,715$3,394
X-25 Other liabilitiesStart of year $8,547$107,918
X-26 Total liabilitiesStart of year $12,262$111,312
X-27 Net assets without donor restrictionsStart of year $210,301$206,248
X-32 Total net assets or fund balancesStart of year $210,301$206,248
X-33 Total liabilities and net assetsStart of year $222,563$317,560
Part XI · Reconciliation of net assets $206,248 net assets at year end
XI-1 Total revenue$352,642
XI-2 Total expenses$356,695
XI-3 Revenue less expenses−$4,053
XI-4 Net assets at start of year$210,301
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$206,248

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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