Monterey Bay Area Intergroup Alcoho
Nonprofit profile at a glance
- EIN
- 237360781
- IRS 990-EZ coverage
- 2012–2025
- Forms available
- Form 990-EZ 2025
- Location
- Monterey, CA, USA
- Rating
- 85
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Alcohol, Drug and Substance Abuse, Dependency Prevention and Treatment
Reported finances
- Revenue
- $157,932
- Expenses
- $126,385
- Assets
- $76,366
- Liabilities
- $849
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- CATHERINE KENNEDY (CEO)
People named in this filing
- DEBBIE BLAKESLEY (SECRETARY)
- CATHERINE KENNEDY (CEO)
- CHRIS LONG (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Assist to achieve and maintain sobriety
What it reported doing in 2025
Maintain central office to coordinate meetings and other services for alcoholics. Fellowship is anonymous. No records of members are maintained.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 88
- Transparency & Controls: 82
- Sustainability: 58
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 80%; rating input score 80
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 20%; rating input score 71; 71st percentile among comparable filings
- Total-asset coverage ratio: 0.6; rating input score 43; 43rd percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 37; 37th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 28.7% per year; rating input score 100; 82nd percentile among comparable filings
- Revenue growth: 10% per year; rating input score 100; 64th percentile among comparable filings
- Asset growth: 9% per year; rating input score 100; 56th percentile among comparable filings
Details
- Where the money goes: 80% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $126K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 5 filing years from 2012 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Moderate — Sustainability: Total-asset coverage ratio scored 43/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 37/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.