Civic Intelligence

District 5 Al-Anon Family Groups

990EZ • Fiscal year 2018 • EIN 68-0160204

Jan 01, 2018 to Dec 31, 2018 • Filed on May 16, 2019

Organization Profilewww.sonapalanon.com
PO Box 2412Santa Rosa, CA 95405

(707) 755-3952

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

58th percentile

6.9%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets64th percentile

Assets

Flat

$27,119

Flat from 2018

Net Assets

Down

$26,726

Down $3,315 (-11%) from 2018

Liabilities

Flat

$393

Flat from 2018

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin58th percentile

Revenue

Flat

$20,831

Flat from 2018

Expenses

Flat

$19,403

Flat from 2018

Net Income

Flat

$1,428

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$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: $26,7262018Assets 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

2018

Assets$27,119
Liabilities$393
Net Assets$26,726
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this 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 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

2018

Revenue$20,831
Expenses$19,403
Net Income$1,428
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 16, 2019
Return Version
2018v3.1
Gross Receipts
$37,742
Mission and Program Overview

Mission

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

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 PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAYA ROTHDistrict Representat-$0--
VERONICA MADRIDSecretary-$0--
GLENNA HOLADAYTreasurer-$0--
KEVIN JOHNSTONAlternate District R-$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
Joyce Holaday
Title
Treasurer
Phone
7077553952
Signed
2019-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Hrb Tax Group Inc
Address
1583 FARMERS LN, SANTA ROSA, CA 95405
Preparer
Joseph Katzman
Phone
7075454567
Supplemental Narrative

Additional Explanations

PART I, LINE 10: GRANTS AND SIMILAR AMOUNTS

“Alateen scholarships $2887”

PART I, LINE 16: OTHER EXPENSES

“Po box $167; insurance $2980; website $122; media library $110; day in alanon $533; office admin $142; district representattive $1107; alternate dr $288; treasurer $57; alateen misc $1156; public outreach misc $18; literature sales tax remitted $260”

Part II, Line 24 Other Assets

“As per balance sheet $8852”

Part II, Line 26 Liabilities

“As per balance sheet $393”

Raw XML Appendix152 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/CashSavingsAndInvestmentsGrp/BOYAmt022497
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018267
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015861
IRS990EZ/CostOfGoodsSoldAmt011074
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01428
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0135
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031130
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027119
IRS990EZ/FundraisingGrossIncomeAmt04500
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02887
IRS990EZ/GrossProfitLossSlsOfInvntryAmt03731
IRS990EZ/GrossReceiptsAmt037742
IRS990EZ/GrossSalesOfInventoryAmt014805
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028613
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030041
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028613
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026726
IRS990EZ/OccupancyRentUtltsAndMaintAmt02364
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAYA ROTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VERONICA MADRID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GLENNA HOLADAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEVIN JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT REPRESENTAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ALTERNATE DISTRICT R
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08633
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08852
IRS990EZ/OtherExpensesTotalAmt06941
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP FAMILIES & FRIENDS OF ALCOHOLICS
IRS990EZ/PrintingPublicationsPostageAmt07076
IRS990EZ/ProgramServiceRevenueAmt02576
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/SpecialEventsDirectExpensesAmt05837
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1337
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02517
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0393
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019403
IRS990EZ/TotalRevenueAmt020831
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sonapalanon.com
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt021881
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014993
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0105412
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt021881
IRS990ScheduleA/OtherIncome170Grp/TotalAmt021881
IRS990ScheduleA/PublicSupportCY170Pct00.82810
IRS990ScheduleA/PublicSupportTotal170Amt0105412
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015861
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014993
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020712
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031538
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0105412
IRS990ScheduleA/TotalSupportAmt0127293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALATEEN SCHOLARSHIPS $2887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PO BOX $167; INSURANCE $2980; WEBSITE $122; MEDIA LIBRARY $110; DAY IN ALANON $533; OFFICE ADMIN $142; DISTRICT REPRESENTATTIVE $1107; ALTERNATE DR $288; TREASURER $57; ALATEEN MISC $1156; PUBLIC OUTREACH MISC $18; LITERATURE SALES TAX REMITTED $260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS PER BALANCE SHEET $8852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS PER BALANCE SHEET $393
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 10: GRANTS AND SIMILAR AMOUNTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 16: OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART II, LINE 24 OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART II, LINE 26 LIABILITIES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE HOLADAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07077553952
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-16
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0EDB4F05BEA0D7EEC58D442E0BBC3CF610F531700
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EDB4F05BEA0D7EEC58D442E0BBC3CF610F531700
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId068331020191281433688
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.174.224.96
ReturnHeader/FilingSecurityInformation/IPDt02019-05-22
ReturnHeader/FilingSecurityInformation/IPTm013:00:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01583 FARMERS LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095405
ReturnHeader/PreparerPersonGrp/PhoneNum07075454567
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph Katzman
ReturnHeader/ReturnTs02019-05-16T17:37:57Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,119
Liabilities
$393
Net assets
$26,726
Revenue
$20,831
Expenses
$19,403
Net income
$1,428
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$26.7$20.8$19.4$1.43
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