Civic Intelligence

Alexander Valley Association

990EZ • Fiscal year 2025 • EIN 23-7315623

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 05, 2025

Organization ProfileAVASSOCIATION.ORG
PO Box 1195Healdsburg, CA 95448

(707) 433-5398

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • 501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • 501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

96th percentile

54%

Higher net margin than 96% of similar nonprofits.

2025 filings • 501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • 501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

61st percentile

6.2%

Faster asset growth than 61% of similar nonprofits.

2025 filings • 501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

58th percentile

5.2%

Faster revenue growth than 58% of similar nonprofits.

2025 filings • 501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$191,456

Up $11,236 (+6.2%) from 2024

Net Assets

Up

$191,456

Up $11,236 (+6.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin96th percentile

Revenue

Up

$20,831

Up $1,027 (+5.2%) from 2024

Expenses

Down

$9,595

Down $21,672 (-69%) from 2024

Net Income

Up

$11,236

Up $22,699 (+198%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2021: $754,545Liabilities 2021: $0Net Assets 2021: $754,5452021Assets 2022: $206,355Net Assets 2022: $206,3552022Assets 2023: $191,683Liabilities 2023: $0Net Assets 2023: $191,6832023Assets 2024: $180,220Liabilities 2024: $0Net Assets 2024: $180,2202024Assets 2025: $191,456Liabilities 2025: $0Net Assets 2025: $191,4562025

Highlighted filing

2025

Assets$191,456
Liabilities$0
Net Assets$191,456
Open 2025 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2021: $668,649Expenses 2021: $6,954Net Income 2021: $661,6952021Revenue 2022: $9,436Expenses 2022: $557,626Net Income 2022: -$548,1902022Revenue 2023: $11,561Expenses 2023: $26,233Net Income 2023: -$14,6722023Revenue 2024: $19,804Expenses 2024: $31,267Net Income 2024: -$11,4632024Revenue 2025: $20,831Expenses 2025: $9,595Net Income 2025: $11,2362025

Highlighted filing

2025

Revenue$20,831
Expenses$9,595
Net Income$11,236
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 5, 2025
Return Version
2024v5.2
Gross Receipts
$22,543
Mission and Program Overview

Mission

Our mission is to preserve for posterity the natural, rural, and agricultural values of the hills, plains and river which so richly endow the Alexnader Valley.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
RAISE FUNDS FOR THE PRESERVATION AND PROTECTION OF ALEXANDER VALLEY INCLUDING SUPPORT OF THE VOLUNTEER FIRE DEPT & OTHER EXPENDITURES-$1,712
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARIN WARNELIUS MILLERCo-President-$0--
ED DOBRANSKIPresident-$0--
ROGER URBANTreasurer-$0--
KAREN PASSALACQUAVice President-$0--
PAGE ALEXDirector-$0--
GRETCHEN GRANTSecretary-$0--
STEVE FOLANDDirector-$0--
CLAY GREENDirector-$0--
RICK SAFFORDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Alexander Valley Association
EIN
23-7315623
In Care Of
% ROGER URBAN
Phone
7074335398
Address
PO BOX 1195, HEALDSBURG, CA 95448

Signing Officer

Name
Roger Urban
Title
Treasurer
Phone
7074335398
Signed
2025-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Roxanne V Berg CPA
Address
1201 Vine St Suite 102, Healdsburg, CA 95448
Preparer
Roxanne V Berg
Phone
7074333187
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountANNUAL MEETING 581ADMIN STAFF 105INSURANCE 3,399FUNDRAISING COST 855OFFICE EXPENSES 1,093GRANTS & AWARDS 500”

Part III response or note to any other line in Part III

“To unify stabilize,encourage protect,sponser promote and carryout plans policies and activities for the development of the region known as alexander valley sonoma county california as an agricultural community dedicated to the preservation of its natural resources”

Raw XML Appendix148 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN PASSALACQUA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO UNIFY STABILIZE,ENCOURAGE PROTECT,SPONSER PROMOTE AND CARRYOUT PLANS POLICIES AND ACTIVITIES FOR THE DEVELOPMENT OF THE REGION KNOWN AS ALEXANDER VALLEY SONOMA COUNTY CALIFORNIA AS AN AGRICULTURAL COMMUNITY DEDICATED TO THE PRESERVATION OF ITS NATURAL RESOURCES
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T16:05:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$191,456
Liabilities
$0
Net assets
$191,456
Revenue
$20,831
Expenses
$9,595
Net income
$11,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.21$0.10$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.20$0.31$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.12$0.26$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.06$2.06$0.09$5.58$5.48
2021Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$6.69$0.07$6.62