North County Intergroup Alcoholics Anonymous (EIN 953393014) - 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

1980

Legal Domicile

Principal Officer

Mike Levy

Phone

7607582515

Tax Period

2023-07-01 to 2024-06-30

North County Intergroup Alcoholics Anonymous, founded in 1980, is a small nonprofit in the Mental Health sector that reported $133K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $25K, a strong 19% operating margin.

Mission

Community Services for Alcoholics of San Diego County

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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 $124,310

Program Service Revenue $0

Investment Income $3,565

Other Revenue $5,158

TOTAL REVENUE $133,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,915

Fundraising Expenses $0

Program Expenses $52,164

Other Expenses $32,906

TOTAL EXPENSES $107,821

Year-over-Year Comparison

	2023	2022	Change
Revenue	$133,033	$120,976	+0.1%
Expenses	$107,821	$113,848	-0.1%
Net Income	$25,212	$7,128	+2.5%

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

N/A

Employees

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
Mike Levy	Chairman	2.00	Director	$0	$0	$0
Valerie Myers	Co-Chair	2.00	Director	$0	$0	$0
Jay McDonnell	Treasurer	2.00	Director	$0	$0	$0
Lisa Frost	Secretary	2.00	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
2025	No data	No data	No data	No data
2024	$133,033	$107,821	$190,123	$25,212
2023	$120,976	$113,848	$164,753	$7,128
2022	$121,409	$104,324	$157,245	$17,085
2021	$102,184	$105,806	$142,366	$-3,622
2020	$126,529	$113,945	$146,808	$12,584
2019	$129,179	$127,381	$134,091	$1,798

North County Intergroup Alcoholics Anonymous