INTERGROUP CENTRAL OFFICE OF SANTA CLARA COUNTY INC (EIN 942288924) - Form 990 Financial Analysis & Trantor Score

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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

1975

Legal Domicile

Principal Officer

JODY WALKER

Phone

4083748511

Tax Period

2023-01-01 to 2023-12-31

INTERGROUP CENTRAL OFFICE OF SANTA CLARA COUNTY INC, founded in 1975, is a small nonprofit that reported $239K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $212K left a modest 11% surplus.

Mission

OUR PRIMARY PURPOSE IS TO HELP, IN ANY WAY, TO CARRY OUT THE SOLE PURPOSE OF ALCOHOLICS ANONYMOUS.

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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 $188,596

Program Service Revenue $28,048

Investment Income $4,390

Other Revenue $17,692

TOTAL REVENUE $238,726

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,737

Fundraising Expenses $0

Program Expenses $167,248

Other Expenses $92,256

TOTAL EXPENSES $211,993

Year-over-Year Comparison

	2023	2022	Change
Revenue	$238,726	$198,928	+0.2%
Expenses	$211,993	$167,502	+0.3%
Net Income	$26,733	$31,426	-0.1%

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

Volunteers

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

$68,465

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEOFFREY WRIGHT	CHAIR (CURRENT)	0.25	Officer Director	$0	$0	$0
JAYE STAFFORD	TREASURER (CURRENT)	0.25	Officer Director	$0	$0	$0
CLINT MOORE	SECRETARY (CURRENT)	0.25	Officer Director	$0	$0	$0
STEPHEN GRIZZLE	ALT SECRETARY (CURRENT)	0.25	Officer Director	$0	$0	$0
JOE BROWN	CHAIR (PAST)	0.25	Officer Director	$0	$0	$0
JAY STAFFORD	TREASURER (PAST)	0.25	Officer Director	$0	$0	$0
AUSTIN ROBINSON	SECRETARY (PAST)	0.25	Officer Director	$0	$0	$0
GEOFFREY WRIGHT	ALT. SECRETARY (PAST)	0.25	Officer Director	$0	$0	$0
FRAN EBERHARDT	VICE CHAIR	0.25	Officer Director	$0	$0	$0
JODY WALKER	EXECUTIVE DIRECTOR	30.00	Officer	$68,465	$0	$68,465

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
2024	No data	No data	No data	No data
2023	$238,726	$211,993	$236,560	$26,733
2022	$198,928	$167,502	$209,223	$31,426
2021	$181,118	$142,124	$179,298	$38,994
2020	$178,966	$184,934	$150,055	$-5,968
2019	$207,095	$215,728	$152,432	$-8,633
2018	$224,210	$219,509	$165,836	$4,701

INTERGROUP CENTRAL OFFICE OF SANTA CLARA COUNTY INC