Sonoma County Association of Retired Employees logo

Sonoma County Association of Retired Employees

SANTA ROSA, CA EIN: 38-3808851 Website

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

+12.3% YoY

Annual Giving

$6K

Grant Count

1

Avg Grant Size

$6K

About Sonoma County Association of Retired Employees

Based on IRS filings

Sonoma County Association of Retired Employees is a nonprofit organization focused on Employment, based in SANTA ROSA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 1 grants totaling $6K. Net investment income was $44K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Rohnert Park

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$42K$83K$125K$166K20202021202220232024
Metric202420232022
Total Assets$1,007,531$896,844$806,140
Revenue$151,094$131,500$109,957
Expenses$40,407$40,796$23,532
Qualifying Distributions
Net Investment Income$44,299$26,630$9,484
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$3K$5K$6K1 grants20201 grants20211 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Sonoma State University …$6K

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

2 open opportunities from Sonoma County Association of Retired Employees

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sonoma State University (SSU) ($6,000).

RecipientPurposeAmount
Sonoma State University (SSU) Rohnert Park, CATo provide 2 scholarships to SSU for children or grandchildren of Sonoma County retirees or employees. They must meet established criteria and SSU determines recipients.$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Alix ShorImmediate past president1.5
Ed ClitesDirector-at-Large2.5
Shaun Du FoseeDirector-at-Large0.5
Patty HamleyDirector-at-Large1
Cora GuyDirector-at-Large2.5
Lou MaricleDirector-at-Large3
Chris BauerDirector-at-Large0.5
John PelsDirector-at-Large0.5
Kathy YoungPresident3.5
Carol BauerVice President1.5
Phyris ToblerTreasurer7
Paul CarrollSecretary1.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Sonoma County Association of Retired Employees?

Sonoma County Association of Retired Employees is a nonprofit organization focused on Employment, based in SANTA ROSA, CA. It holds $1.0M in total assets as of 2024.

How large is Sonoma County Association of Retired Employees?

As of 2024, Sonoma County Association of Retired Employees holds $1.0M in total assets with $151K in annual revenue. It awarded 1 grants totaling $6K in 2024.

Where does Sonoma County Association of Retired Employees operate?

Sonoma County Association of Retired Employees has awarded grants in California.

What size grants does Sonoma County Association of Retired Employees award?

In 2024, Sonoma County Association of Retired Employees awarded 1 grants totaling $6K — an average of about $6K per grant, based on its IRS Form 990 filings.

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 2020–2024.

Explore Open Grants

Browse active grant opportunities in Sonoma County Association of Retired Employees's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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