Alcoholics Anonymous Orange County Intergroup Asso FY2023 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.
46¢ of each $1 spent went to programs.
$64K 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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FY2023 · 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
46%
of spending
Concern: 46% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$64K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
6 mo
of spending, in cash
Looks good: 5.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$65K
22% of total assets
Looks good: liabilities are 22% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 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
$402K
+14% vs prior year
Spent
$374K
To programs
46%
Net assets
$234K
By yearFY2020–FY2024
Revenue
$402K
FY2023▲ +14%
Tap a bar for its year
Revenue by fiscal year
FY2020$296K
FY2021$327K
FY2022$353K
FY2023$402K
FY2024$374K
Expenses
$374K
FY2023▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$290K
FY2021$326K
FY2022$357K
FY2023$374K
FY2024$392K
Net assets
$234K
FY2023▲ +14%
Tap a bar for its year
Net assets by fiscal year
FY2020$209K
FY2021$210K
FY2022$206K
FY2023$234K
FY2024$216K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 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

46 cents of each dollar spent went to programs.

Program services 46% · $171K Management & general 54% · $202K

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

13 people listed on the 990; $64K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir (start 03/31/23)
$50,000Pt VII · Sec A
Executive Dir (end 03/31/23)
$13,614Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$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 · $171K · in their own filed words · FY2023
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…

$171Kprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$402K
Ln 12
Gifts and grantsLn 1h$269K
Fees for servicesLn 2g$130K
Investment incomeLn 3$3K
Money outPt IX
$374K
Ln 25
Programscol B$171K
Managementcol C$202K
Owns and owesPt X
$234K
net assets · Ln 32
Cash and savingsLn 1–2$177K
Total assetsLn 16$300K
LiabilitiesLn 26$65K
PeoplePt VI, VII
13
listed · VII A
PaidVII A2
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$269K
Government grantsLn 1e$53K
Fees for servicesLn 2g$130K
Investment incomeLn 3$3K
Gains on assetsLn 7−$1K
Total revenueLn 12$402K
Assets in detailPt X, end of year
CashLn 1$40K
SavingsLn 2$137K
Cash and savings togetherLn 1–2$177K
Land, buildings, equipmentLn 10c$15K
Other assetsLn 15$58K
Total assetsLn 16$300K
LiabilitiesLn 26$65K
Net assetsLn 32$234K
OperationsPt I, VI
EmployeesI 52
VolunteersI 630
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$162K$177K
Land, buildings, equipmentLn 10c$8K$15K
Total assetsLn 16$318K$300K
LiabilitiesLn 26$111K$65K
Net assetsLn 32$206K$234K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$64K$64K
Other salaries and wagesLn 7$59K$59K
Pension plan contributionsLn 8$6K$6K
Payroll taxesLn 10$10K$10K
Accounting feesLn 11c$17K$17K
Office expensesLn 13$4K$4K
Information technologyLn 14$9K$9K
OccupancyLn 16$47K$36K$11K
InterestLn 20$275$275
Depreciation, depletion and amortizationLn 22$5K$5K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$128K$128K
All other expensesLn 24e$21K$8K$13K
Total functional expensesLn 25$374K$171K$202K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $374K$392K−$19K$216K 990 PDF
FY2023 Viewing $402K$374K$28K$234K 990 PDF
FY2022 $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 FY2023 990 (6 parts)
Part I · Summary $401,736 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $225,059$269,089
I-9 Program service revenuePrior year $123,420$129,738
I-10 Investment incomePrior year $53$2,909
I-11 Other revenuePrior year $4,110$0
I-12 Total revenuePrior year $352,642$401,736
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 $129,533$138,861
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $227,162$234,669
I-18 Total expensesPrior year $356,695$373,530
I-19 Revenue less expensesPrior year −$4,053$28,206
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $401,736 across 7 lines filed
VIII-1e Government grants$52,502
VIII-1f All other contributions, gifts and grants$216,587
VIII-1h Total contributions, gifts and grants$269,089
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $129,738$129,738
VIII-3 Investment incomeExcluded from tax $4,090$4,090
VIII-7 Net gain or loss on sales of assetsRelated to mission −$1,181−$1,181
VIII-12 Total revenueRelated to mission $128,557 · Unrelated business $0 · Excluded from tax $4,090$401,736
Part IX · Statement of functional expenses $373,530 across 13 lines filed
IX-5 Pay of current officers, directors and key staffManagement $63,614$63,614
IX-7 Other salaries and wagesManagement $58,617$58,617
IX-8 Pension plan contributionsManagement $6,250$6,250
IX-10 Payroll taxesManagement $10,380$10,380
IX-11c Accounting feesManagement $16,943$16,943
IX-13 Office expensesManagement $4,239$4,239
IX-14 Information technologyManagement $8,886$8,886
IX-16 OccupancyPrograms $35,624 · Management $11,414$47,038
IX-20 InterestManagement $275$275
IX-22 Depreciation, depletion and amortizationManagement $4,799$4,799
IX-23 InsuranceManagement $3,954$3,954
IX-24 Other expenses (24a–d)Programs $127,526$127,526
IX-24e All other expensesPrograms $7,940 · Management $13,069$21,009
IX-25 Total functional expensesPrograms $171,090 · Management $202,440 · Fundraising $0$373,530
Part X · Balance sheet $299,686 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $28,955$40,093
X-2 Savings and temporary cash investmentsStart of year $132,800$136,954
X-8 Inventories for sale or useStart of year $40,236$46,427
X-9 Prepaid expenses and deferred chargesStart of year $2,692$2,772
X-10c Land, buildings and equipment, netStart of year $8,385$15,348
X-15 Other assetsStart of year $104,492$58,092
X-16 Total assetsStart of year $317,560$299,686
X-17 Accounts payable and accrued expensesStart of year $3,394$6,398
X-25 Other liabilitiesStart of year $107,918$58,834
X-26 Total liabilitiesStart of year $111,312$65,232
X-27 Net assets without donor restrictionsStart of year $206,248$234,454
X-32 Total net assets or fund balancesStart of year $206,248$234,454
X-33 Total liabilities and net assetsStart of year $317,560$299,686
Part XI · Reconciliation of net assets $234,454 net assets at year end
XI-1 Total revenue$401,736
XI-2 Total expenses$373,530
XI-3 Revenue less expenses$28,206
XI-4 Net assets at start of year$206,248
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$234,454

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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