ORANGE COUNTY INTERGROUP ASSOC INC

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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

1964

Legal Domicile

Principal Officer

THOMAS PERRY

Phone

7145564555

Tax Period

2023-01-01 to 2023-12-31

ORANGE COUNTY INTERGROUP ASSOC INC, founded in 1964, is a small nonprofit that reported $402K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $374K left a modest 7% surplus.

Mission

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 MORE EFFICIENTLY THAN COULD BE DONE BY THE GROUPS INDIVIDUALLY.

Program Service Accomplishments

Program 1

Expenses: $171,090 Revenue: $129,738

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...

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 STEP" CALLS ON A GEOGRAPHIC BASIS- MAINTAINING A SUPPLY OF APPROVED BOOKS AND LITERATURE- PUBLISHING A DIRECTORY OF LOCAL AA MEETINGS- SERVING AS A COMMUNICATIONS CENTER FOR LOCAL GROUPS, KEEPING THEM INFORMED ABOUT AA ACTIVITIES BY NEWSLETTERS, BULLETINS OR OTHER MEDIA- HANDLING REQUESTS FOR INFORMATION ABOUT AA FROM THE GENERAL PUBLIC- FURNISHING SPEAKERS FOR AA GROUPS AND FOR NON-AA ORGANIZATIONS- SPONSORING AND ARRANGING ANY JOINT LOCAL SOCIAL AFFAIRS WHICH THE MEMBERS MAY DESIRETHESE ACTIVITIES ARE SUPPORTED BY THE VOLUNTARY CONTRIBUTIONS OF GROUPS WITHIN THE INTERGROUP AREA. AN ACCOUNTING OF THE FUNDS RECEIVED IS MADE AT EACH MONTHLY INTERGROUP MEETING.EVERY AA GROUP IN ORANGE COUNTY IS AUTOMATICALLY A MEMBER OF THIS ASSOCIATION; ENTITLED TO REPRESENTATION AND A VOTE AT EACH INTERGROUP MEETING. ANY AA MEMBER IS WELCOME AS A GUEST AT ALL INTERGROUP MEETINGS.

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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 $269,089

Program Service Revenue $129,738

Investment Income $2,909

Other Revenue $0

TOTAL REVENUE $401,736

Expense Breakdown

Grants Paid $0

Salaries & Benefits $138,861

Fundraising Expenses $0

Program Expenses $171,090

Other Expenses $234,669

TOTAL EXPENSES $373,530

Year-over-Year Comparison

	2023	2022	Change
Revenue	$401,736	$352,642	+0.1%
Expenses	$373,530	$356,695	+0.0%
Net Income	$28,206	$-4,053	-8.0%

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

$63,614

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS WEST	CHAIR	2.00	Officer Director	$0	$0	$0
THOMAS PERRY	TREASURER	2.00	Officer Director	$0	$0	$0
LAURA ROCHA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JENNAVEV HUUKSLOOT	SECRETARY	2.00	Officer Director	$0	$0	$0
LINDSAY KOHL	DIRECTOR	2.00	Director	$0	$0	$0
ABAGAIL NABIHA	DIRECTOR	2.00	Director	$0	$0	$0
ARIEL LITE	DIRECTOR	2.00	Director	$0	$0	$0
TANNER KINNEPT	DIRECTOR	2.00	Director	$0	$0	$0
GINA HOMIK	DIRECTOR	2.00	Director	$0	$0	$0
CASEY WARREN	DIRECTOR	2.00	Director	$0	$0	$0
JILLIAN THOMAS	DIRECTOR	2.00	Director	$0	$0	$0
VERONICA ROBINSON	EXECUTIVE DIR (END 03/31/23)	40.00	Officer	$13,614	$0	$13,614
GREG KREM	EXECUTIVE DIR (START 03/31/23)	40.00	Officer	$50,000	$0	$50,000

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	$401,736	$373,530	$299,686	$28,206
2022	$352,642	$356,695	$317,560	$-4,053
2021	$327,158	$326,263	$222,563	$895
2020	$296,278	$289,528	$226,165	$6,750
2019	$351,892	$349,016	$232,672	$2,876
2018	$330,156	$334,292	$202,870	$-4,136