Sonoma County Association of Retired Employees
The purpose for which this organization was formed is to promote and protect the welfare and interests of Sonoma County retired employees. We do this by providing information through quarterly newsletters, membership meetings, and through our website. We also advocate for retirees by working with Sonoma County Human Resources Benefits Unit, Sonoma County employees & unions, the Board of Supervisors, Sonoma County Employees Retirement Association (SCERA), and CRCEA.
Sonoma County Association of Retired Employees at a glance
In short: Sonoma County Association of Retired Employees gave $6K across 1 grant in 2025 (avg $6K), mostly in California. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $6,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $6,000
- +0.0% vs 2024
- Median grant
- $6,000
- Total assets
- $1,106,981
- +9.9% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to Sonoma County Association of Retired Employees
Open Grants
2 open opportunities from Sonoma County Association of Retired Employees
SCARE Scholarship - Santa Rosa Junior College
Sonoma County Association of Retired Employees
Amount
$1,500 per scholarship
Deadline
Deadline not published
SCARE Scholarship - Sonoma State University
Sonoma County Association of Retired Employees
Amount
$3,000 per scholarship
Deadline
Deadline not published
Who Sonoma County Association of Retired Employees funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Sonoma State University ($6K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Sonoma County Association of Retired Employees gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $6K (2024) to $6K (2020). In 2025 it made 1 grant totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sonoma State University Rohnert Park, CA | to provide 2 scholarships to SSU students who are children or grandchildren of Sonoma County retirees or employees. They must meet established criteria and SSU determines recipients. | $6,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $1,106,981 | $150,923 | $51,473 | $6,000 | 1 | $43,048 |
| 2024 | $1,007,531 | $151,094 | $40,407 | $6,000 | 1 | $44,299 |
| 2023 | $896,844 | $131,500 | $40,796 | — | — | $26,630 |
| 2022 | $806,140 | $109,957 | $23,532 | $6,300 | 1 | $9,484 |
| 2021 | $719,715 | $107,168 | $34,398 | $6,300 | 1 | $9,493 |
| 2020 | $646,945 | $109,721 | $46,545 | $6,316 | 1 | $12,426 |
About Sonoma County Association of Retired Employees
Based on IRS filings
Sonoma County Association of Retired Employees is a public charity focused on Employment, based in Santa Rosa, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 1 grant totaling $6K. Net investment income was $43K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Sonoma County Association of Retired Employees is led by Kathy Young, President since 2023 (on filings since 2020); none of the 11 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kathy Young
President
Director-At-Large → President, 2023
On filings since 2020
3.5 hrs/week
No compensation reported
Chris Bauer
Director-At-Large
Director-At-Large → Treasurer, 2022
Treasurer → Director-At-Large, 2023
On filings since 2020
0.5 hrs/week
No compensation reported
Cora Guy
Director-At-Large
On filings since 2020
2.5 hrs/week
No compensation reported
Ed Clites
Director-At-Large
On filings since 2020
2.5 hrs/week
No compensation reported
Lou Maricle
Director-At-Large
On filings since 2020
3.5 hrs/week
No compensation reported
Shaun Du Fosee
Director-At-Large
Director-At-Large → Secretary, 2023
Secretary → Director-At-Large, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
John Pels
Director-At-Large
On filings since 2021
0.5 hrs/week
No compensation reported
Alix Shor
Immediate Past President
President → Immediate Past President, 2023
On filings since 2020
1.5 hrs/week
No compensation reported
Carol Bauer
Vice President
Immediate Past President → Vice President, 2023
On filings since 2020
1.3 hrs/week
No compensation reported
Phyris Tobler
Treasurer
Vice President → Treasurer, 2023
On filings since 2020
7.5 hrs/week
No compensation reported
Paul Carroll
Secretary
On filings since 2024
1.5 hrs/week
No compensation reported
Former officers (2)
- Former: Patty Hamley (2020–2024) — Director-At-Large
- Former: Bill Robotka (2020–2023) — Director-At-Large
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Sonoma County Association of Retired Employees
How much does Sonoma County Association of Retired Employees give each year?
Sonoma County Association of Retired Employees gave $6K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $6K across 1 grant.
How large is Sonoma County Association of Retired Employees?
Sonoma County Association of Retired Employees reported $1.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $151K.
What is Sonoma County Association of Retired Employees?
Sonoma County Association of Retired Employees is a public charity focused on Employment, based in Santa Rosa, CA. It holds $1.1M in total assets as of 2025.
Where does Sonoma County Association of Retired Employees operate?
Sonoma County Association of Retired Employees has awarded grants in California.
What is Sonoma County Association of Retired Employees's EIN?
Sonoma County Association of Retired Employees's EIN (Employer Identification Number) is 38-3808851. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Sonoma County Association of Retired Employees's focus areas in our free grants database
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