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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
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
Rolling / Open
SCARE Scholarship - Sonoma State University
SONOMA COUNTY ASSOCIATION OF RETIRED EMPLOYEES
Amount
$3,000 per scholarship
Deadline
Rolling / Open
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sonoma State University (SSU) ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Sonoma State University (SSU) Rohnert Park, CA | To 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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Alix Shor | Immediate past president | 1.5 | — |
| Ed Clites | Director-at-Large | 2.5 | — |
| Shaun Du Fosee | Director-at-Large | 0.5 | — |
| Patty Hamley | Director-at-Large | 1 | — |
| Cora Guy | Director-at-Large | 2.5 | — |
| Lou Maricle | Director-at-Large | 3 | — |
| Chris Bauer | Director-at-Large | 0.5 | — |
| John Pels | Director-at-Large | 0.5 | — |
| Kathy Young | President | 3.5 | — |
| Carol Bauer | Vice President | 1.5 | — |
| Phyris Tobler | Treasurer | 7 | — |
| Paul Carroll | Secretary | 1.5 | — |
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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