Nonprofit · EIN 38-3808851
SONOMA COUNTY ASSOCIATION OF RETIRED EMPLOYEES
Also known as SCARE
Tax-exempt · SANTA ROSA, CA 95402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $150,923 | $51,473 | $99,450 | $1,106,981 | $0 | $1,106,981 |
| December 31, 2024 | 990 | $151,094 | $40,407 | $110,687 | $1,007,531 | $0 | $1,007,531 |
| December 31, 2023 | 990 | $131,500 | $40,796 | $90,704 | $896,844 | $0 | $896,844 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $107,875
- Membership dues
- $107,875
- Program service revenue
- $0
- Investment income
- $43,048
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $9,938
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $1,019
Balance sheet and other
- Total assets, start of year
- $1,007,531
- Total assets, end of year
- $1,106,981
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,106,981
- Gross receipts
- $150,923
- Employees
- 0
- Volunteers
- 3
- Year formed
- 2010
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alix Shor | Immediate past president Trustee or director | 1.5 | $0 |
| Ed Clites | Director-at-Large Trustee or director | 2.5 | $0 |
| Shaun Du Fosee | Director-at-Large Trustee or director | 0.5 | $0 |
| Cora Guy | Director-at-Large Trustee or director | 2.5 | $0 |
| Lou Maricle | Director-at-Large Trustee or director | 3.5 | $0 |
| Chris Bauer | Director-at-Large Trustee or director | 0.5 | $0 |
| John Pels | Director-at-Large Trustee or director | 0.5 | $0 |
| Kathy Young | President Officer | 3.5 | $0 |
| Carol Bauer | Vice President Officer | 1.25 | $0 |
| Phyris Tobler | Treasurer Officer | 7.5 | $0 |
| Paul Carroll | Secretary Officer | 1.5 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alix Shor | Immediate past president Trustee or director | 1.5 | $0 |
| Ed Clites | Director-at-Large Trustee or director | 2.5 | $0 |
| Shaun Du Fosee | Director-at-Large Trustee or director | 0.5 | $0 |
| Patty Hamley | Director-at-Large Trustee or director | 1 | $0 |
| Cora Guy | Director-at-Large Trustee or director | 2.5 | $0 |
| Lou Maricle | Director-at-Large Trustee or director | 3 | $0 |
| Chris Bauer | Director-at-Large Trustee or director | 0.5 | $0 |
| John Pels | Director-at-Large Trustee or director | 0.5 | $0 |
| Kathy Young | President Officer | 3.5 | $0 |
| Carol Bauer | Vice President Officer | 1.5 | $0 |
| Phyris Tobler | Treasurer Officer | 7 | $0 |
| Paul Carroll | Secretary Officer | 1.5 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alix Shor | Immediate past president Trustee or director | 1.5 | $0 |
| Bill Robotka | Director-at-Large Trustee or director | 2 | $0 |
| Ed Clites | Director-at-Large Trustee or director | 3 | $0 |
| Patty Hamley | Director-at-Large Trustee or director | 1.5 | $0 |
| Cora Guy | Director-at-Large Trustee or director | 2 | $0 |
| Lou Maricle | Director-at-Large Trustee or director | 2.5 | $0 |
| Chris Bauer | Director-at-Large Trustee or director | 1.5 | $0 |
| John Pels | Director-at-Large Trustee or director | 1 | $0 |
| Kathy Young | President Officer | 3.5 | $0 |
| Carol Bauer | Vice President Officer | 1.5 | $0 |
| Phyris Tobler | Treasurer Officer | 7 | $0 |
| Shaun Du Fosee | Secretary Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5513, SANTA ROSA, CA 95402-5513
- In care of
- % PHYRIS TOBLER
- Principal officer (990 for 2025)
- Kathy Young, 132 Boas Dr, Santa Rosa, CA 95409
- Signed the 990
- Phyris Tobler, Treasurer
- Phone
- (707) 795-6926
- Website
- www.sonomacountyretirees.com
California records
California keeps its own records of charities and corporations. Search them by EIN 38-3808851 or by the name SONOMA COUNTY ASSOCIATION OF RETIRED EMPLOYEES.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- SCARE's primary role is to provide advocacy to protect the benefits and interests of our members (approximately 1,850) by working with a number of organizations in Sonoma County and throughout California. There is little cost to this as activities are done by volunteer Board Members. We also provide information to all our members through quarterly newsletters and a website. Information is also provided through quarterly membership meetings (approximately 60 members) with speakers offered in person and on Zoom.
- SCARE provides scholarships to children and grandchildren of Sonoma County employees and retirees. We provide three $1,500 scholarships to students at Santa Rosa Junior College (SRJC) and two $3,000 scholarships to students at Sonoma State University (SSU). Money is given directly to the colleges and they select and monitor the students.
- SCARE makes donations to non-profit organizations that provide services to seniors or to organizations that can help us protect retiree rights and benefits
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 38-3808851
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J40)
- Assets (IRS master file)
- $1,106,981
- Income (IRS master file)
- $150,923
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $150,923 | $51,473 | $1,106,981 | IRS |
| 990 | December 2024 | $151,094 | $40,407 | $1,007,531 | IRS |
| 990 | December 2023 | $131,500 | $40,796 | $896,844 | XML |
| 990 | December 2022 | $109,957 | $23,532 | $806,140 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3808851).
Questions about SONOMA COUNTY ASSOCIATION OF RETIRED EMPLOYEES
- What is the EIN of SONOMA COUNTY ASSOCIATION OF RETIRED EMPLOYEES?
- The employer identification number (EIN) of SONOMA COUNTY ASSOCIATION OF RETIRED EMPLOYEES is 38-3808851.
- Is SONOMA COUNTY ASSOCIATION OF RETIRED EMPLOYEES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 2010.
- Are donations to SONOMA COUNTY ASSOCIATION OF RETIRED EMPLOYEES tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SONOMA COUNTY ASSOCIATION OF RETIRED EMPLOYEES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SONOMA COUNTY ASSOCIATION OF RETIRED EMPLOYEES due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SONOMA COUNTY ASSOCIATION OF RETIRED EMPLOYEES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SONOMA COUNTY ASSOCIATION OF RETIRED EMPLOYEES?
- The 990 for the year ended December 31, 2025 names Kathy Young.
- Who are the officers and directors of SONOMA COUNTY ASSOCIATION OF RETIRED EMPLOYEES?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does SONOMA COUNTY ASSOCIATION OF RETIRED EMPLOYEES have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $150,923, expenses of $51,473 and total assets of $1,106,981 at year end.
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