NORTHERN CALIFORNIA WORLD SERVICE … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

ROBERT SHAW

Phone

8312474497

Tax Period

2023-01-01 to 2023-12-31

NORTHERN CALIFORNIA WORLD SERVICE AREA OF AFG INC, founded in 1983, is a small nonprofit in the Mental Health sector that reported $157K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $175K exceeded revenue, resulting in a 12% operating deficit.

Mission

To provide support through various activities to families and friends of individuals suffering from the effects of alcoholism.

Program Service Accomplishments

Program 1

Expenses: $163,525 Revenue: $42,709

PROVIDED CONFERENCES AND LITERATURE THAT ENCOURAGED FAMILIES AND FRIENDS OF ALCOHOLICS IN DEALING WITH PROBLEMS CONCERNING ALCOHOLISM.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $112,742

Program Service Revenue $42,709

Investment Income $1,075

Other Revenue $0

TOTAL REVENUE $156,526

Expense Breakdown

Grants Paid $12,085

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $163,525

Other Expenses $162,618

TOTAL EXPENSES $174,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$156,526	$124,765	+0.3%
Expenses	$174,703	$162,555	+0.1%
Net Income	$-18,177	$-37,790	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS KELLOGG	President & CEO	3.00	Officer Director	$0	$0	$0
ERIK NIELSEN	Secretary	3.00	Officer Director	$0	$0	$0
ROBERT SHAW	Treasurer & CFO	3.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$156,526	$174,703	$183,933	$-18,177
2022	$124,765	$162,555	$234,561	$-37,790
2021	$90,288	$60,880	$259,449	$29,408
2020	$117,394	$45,207	$213,134	$72,187
2019	$214,182	$193,191	$141,061	$20,991
2018	$216,029	$201,168	$119,345	$14,861

NORTHERN CALIFORNIA WORLD SERVICE AREA OF AFG INC