Civic Intelligence

District 5 Al-Anon Family Groups

EIN 68-0160204 • 501(c)3 • Santa Rosa, CA

Profile

To help families & friends of alcoholics

PO Box 2412Santa Rosa, CA 95405

www.sonapalanon.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

13th percentile

-55%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

22nd percentile

-37%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

-$1,613

Down $966 (-149%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Up

$22,192

Up $2,956 (+15%) from 2023

Expenses

Up

$23,805

Up $3,922 (+20%) from 2023

Net Income

Down

-$1,613

Down $966 (-149%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$20K$0-$20KAssets 2013: $30,872Liabilities 2013: $0Net Assets 2013: $30,8722013Assets 2014: $20,228Liabilities 2014: $0Net Assets 2014: $20,2282014Assets 2015: $23,268Liabilities 2015: $0Net Assets 2015: $23,2682015Assets 2016: $29,294Liabilities 2016: $2,502Net Assets 2016: $26,7922016Assets 2017: $31,130Liabilities 2017: $2,517Net Assets 2017: $28,6132017Assets 2018: $27,119Liabilities 2018: $393Net Assets 2018: $30,0412018Assets 2019: $32,789Liabilities 2019: $230Net Assets 2019: $32,5542019Assets 2020: $33,966Liabilities 2020: $774Net Assets 2020: $33,1922020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $36,8992021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: -$5,2422022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: -$6472023Assets 2024: $0Net Assets 2024: -$1,6132024

Highlighted filing

2024

Assets$0
Liabilities-
Net Assets-$1,613
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2013: $22,958Expenses 2013: $27,692Net Income 2013: -$4,7342013Revenue 2014: $36,133Expenses 2014: $46,479Net Income 2014: -$10,3462014Revenue 2015: $32,831Expenses 2015: $25,463Net Income 2015: $7,3682015Revenue 2016: $25,952Expenses 2016: $22,428Net Income 2016: $3,5242016Revenue 2017: $26,927Expenses 2017: $25,106Net Income 2017: $1,8212017Revenue 2018: $20,831Expenses 2018: $19,403Net Income 2018: $1,4282018Revenue 2019: $33,975Expenses 2019: $28,147Net Income 2019: $5,8282019Revenue 2020: $24,131Expenses 2020: $23,494Net Income 2020: $6372020Revenue 2021: $14,068Expenses 2021: $10,361Net Income 2021: $3,7072021Revenue 2022: $9,466Expenses 2022: $14,708Net Income 2022: -$5,2422022Revenue 2023: $19,236Expenses 2023: $19,883Net Income 2023: -$6472023Revenue 2024: $22,192Expenses 2024: $23,805Net Income 2024: -$1,6132024

Highlighted filing

2024

Revenue$22,192
Expenses$23,805
Net Income-$1,613
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
-$1,613
Revenue
$22,192
Expenses
$23,805
Net income
-$1,613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$1.61$22.2$23.8$1.61
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.65$19.2$19.9$0.65
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$5.24$9.47$14.7$5.24
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$36.9$14.1$10.4$3.71
2020Detailed filing. Detailed filing data is available for this year.$34.0$0.77$33.2$24.1$23.5$0.64
2019Detailed filing. Detailed filing data is available for this year.$32.8$0.23$32.6$34.0$28.1$5.83
2018Detailed filing. Detailed filing data is available for this year.$27.1$0.39$30.0$20.8$19.4$1.43
2017Detailed filing. Detailed filing data is available for this year.$31.1$2.52$28.6$26.9$25.1$1.82
2016Detailed filing. Detailed filing data is available for this year.$29.3$2.50$26.8$26.0$22.4$3.52
2015Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$32.8$25.5$7.37
2014Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$36.1$46.5$10.3
2013Detailed filing. Detailed filing data is available for this year.$30.9$0.00$30.9$23.0$27.7$4.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 8, 2025
Return Version
2024v5.1
Gross Receipts
$27,850
Mission and Program Overview

Mission

To help families & friends of alcoholics

Program Services

DescriptionGrantsExpenses
MAINTAIN STOCK OF LITERATURE FOR REFERENCE AND DISTRIBUTION SPONSORED REGULAR MEETING OF ALATEEN GROUPS IN OUR DISTRICT MAINTAINED CORRESPONDENCE AND A TELEPHONE SERVICE TO PROVIDE INFORMATION--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIZ JUNGECEOPT$0--
PAM DANIELSSecretaryPT$0--
MARGARET PETERSTreasurerPT$0--
PAULA HAMILTONAlt District RepPT$0--
Filing and Contact Details

Filer

Filer Name
District 5 Al-anon Family Groups
EIN
68-0160204
Phone
7077553952
Address
PO BOX 2412, SANTA ROSA, CA 95405

Signing Officer

Name
Margaret Peters
Title
CFO
Phone
7077553952
Signed
2025-04-08
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Dora Wooster
Phone
8004725625
Supplemental Narrative

Additional Explanations

PART 1 LINE 8: REVENUE, OTHER REVENUE

“Holiday bash of $2,415 and miscellaneous income of $20 for a total of $2435”

PART 1 LINE 14: EXPENSES, OCCUPANCY RENT UTILTIES AND MAINTENANCE

“Rent of $3,362, utilities of $724, and website of $54 for a total of $4,140”

PART 1 LINE 16: EXPENSES, OTHER EXPENSES

“Holdiay bash of $2,326, post office of $256, insurance of $794, special events of $1,780, scholarships of $548, office of $372, and other of $488 for a total of $6,564”

Raw XML Appendix128 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOYCE HOLADAY
IRS990EZ/BooksInCareOfDetail/PhoneNum07077553952
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2412
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Rosa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095405
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04191
IRS990EZ/CostOfGoodsSoldAmt05658
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1613
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0255
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05849
IRS990EZ/GrossProfitLossSlsOfInvntryAmt04785
IRS990EZ/GrossReceiptsAmt027850
IRS990EZ/GrossSalesOfInventoryAmt010443
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-1613
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt04140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LIZ JUNGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAM DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGARET PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAULA HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ALT DISTRICT REP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06564
IRS990EZ/OtherRevenueTotalAmt02435
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP FAMILIES & FRIENDS OF ALCOHOLICS
IRS990EZ/PrintingPublicationsPostageAmt06997
IRS990EZ/ProgramServiceRevenueAmt010781
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN STOCK OF LITERATURE FOR REFERENCE AND DISTRIBUTION SPONSORED REGULAR MEETING OF ALATEEN GROUPS IN OUR DISTRICT MAINTAINED CORRESPONDENCE AND A TELEPHONE SERVICE TO PROVIDE INFORMATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023805
IRS990EZ/TotalRevenueAmt022192
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sonapalanon.com
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02768
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02768
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt018067
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt016487
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt05486
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt021349
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt021349
IRS990ScheduleA/OtherIncome170Grp/TotalAmt064671
IRS990ScheduleA/PublicSupportCY170Pct00.21840
IRS990ScheduleA/PublicSupportTotal170Amt018067
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04191
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05591
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02768
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02768
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018067
IRS990ScheduleA/TotalSupportAmt082738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOLIDAY BASH OF $2,415 AND MISCELLANEOUS INCOME OF $20 FOR A TOTAL OF $2435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RENT OF $3,362, UTILITIES OF $724, AND WEBSITE OF $54 FOR A TOTAL OF $4,140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOLDIAY BASH OF $2,326, POST OFFICE OF $256, INSURANCE OF $794, SPECIAL EVENTS OF $1,780, SCHOLARSHIPS OF $548, OFFICE OF $372, AND OTHER OF $488 FOR A TOTAL OF $6,564
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 8: REVENUE, OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 14: EXPENSES, OCCUPANCY RENT UTILTIES AND MAINTENANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 16: EXPENSES, OTHER EXPENSES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET PETERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum07077553952
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DISTRICT 5 AL-ANON FAMILY GROUPS
ReturnHeader/Filer/BusinessNameControlTxt0DIST
ReturnHeader/Filer/EIN0680160204
ReturnHeader/Filer/PhoneNum07077553952
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2412
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095405
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dora Wooster
ReturnHeader/ReturnTs02025-04-08T18:49:34Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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