Nonprofit · EIN 68-0003212
SONOMA COUNTY COMMUNITY FOUNDATION
Tax-exempt · SANTA ROSA, CA 95401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $29,603,313 | $26,857,136 | $2,746,177 | $231,023,082 | $3,323,506 | $227,699,576 |
| December 31, 2023 | 990 | $15,772,565 | $23,523,026 | -$7,750,461 | $219,418,080 | $2,303,506 | $217,114,574 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $17,116,807
- of which government grants
- $44,999
- Program service revenue
- $399,630
- Investment income
- $12,086,876
- Net gain from sales of assets
- $6,562,749
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $22,539,532
- Compensation of officers, directors and key employees
- $450,128
- Other salaries and wages
- $1,369,466
- Salaries, compensation and benefits (total)
- $2,208,188
- Professional fundraising fees
- $0
- Legal fees
- $26,065
- Accounting fees
- $77,901
- Occupancy
- $202,925
- Depreciation
- $23,028
- Program services (functional)
- $24,514,238
- Management and general (functional)
- $1,879,129
- Fundraising (functional)
- $463,769
Balance sheet and other
- Total assets, start of year
- $219,418,080
- Total assets, end of year
- $231,023,082
- Total liabilities, end of year
- $3,323,506
- Net assets, end of year
- $227,699,576
- Land, buildings and equipment
- $53,186
- Publicly traded securities
- $218,164,692
- Net assets without donor restrictions
- $64,816,790
- Net assets with donor restrictions
- $162,882,786
- Gross receipts
- $105,486,933
- Employees
- 19
- Volunteers
- 18
- Year formed
- 1983
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| OSCAR CHAVEZ | PRESIDENT & CEO Officer | 40 | $282,617 | $14,848 |
| MARK GEARY | CONTROLLER Highest-paid employee | 40 | $129,672 | $28,470 |
| PAMELA HARRIS | CHIEF FINANCIAL OFFICER Officer | 40 | $141,518 | $11,145 |
| AMY HOLTER | VP FOR COMMUNITY IMPACT Highest-paid employee | 40 | $130,505 | $10,153 |
| RICHARD DAVIS-LOWELL | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JANET RAMATICI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINA HOLLINGSWORTH | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RALPH LEWIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIT DRISCOLL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA CARRENO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TEEJAY LOWE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAN PRESTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEBERAH KELLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AIKO-SOPHIE EZAKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DALE WANNEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THELIA WADE | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE YOUNG | DIRECTOR Trustee or director | 1 | $0 |
| KERRI BERRY | DIRECTOR Trustee or director | 1 | $0 |
| ANGELICA GARCIA | DIRECTOR Trustee or director | 1 | $0 |
| NICOLE LIM | DIRECTOR Trustee or director | 1 | $0 |
| TIM TESCONI | DIRECTOR Trustee or director | 1 | $0 |
| AKASH KALIA | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| OSCAR CHAVEZ | PRESIDENT & CEO Officer | 40 | $217,482 | $2,419 |
| MARK GEARY | INTERIM VP FOR FINANCE Officer | 40 | $154,810 | $29,101 |
| KRISTIN NELSON | INTERIM VP FOR DEV Highest-paid employee | 40 | $149,361 | $10,558 |
| RICHARD DAVIS-LOWELL | CHAIR & INTERIM CEO (THRU 4/5/23) Trustee or director, Officer | 40 | $68,656 | $0 |
| JANET RAMATICI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINA HOLLINGSWORTH | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| RALPH LEWIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIT DRISCOLL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA CARRENO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TEEJAY LOWE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAN PRESTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEBERAH KELLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AIKO-SOPHIE EZAKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AKASH KALIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DALE WANNEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THELIA WADE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELLE YOUNG | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 120 STONY POINT RD STE 220, SANTA ROSA, CA 95401-4163
- Principal officer (990 for 2024)
- OSCAR CHAVEZ, 120 STONY POINT ROAD 220, SANTA ROSA, CA 95401
- Signed the 990
- OSCAR CHAVEZ, PRESIDENT AND CEO
- Phone
- (707) 579-4073
- Website
- WWW.SONOMACF.ORG
- Return prepared by
- HOOD & STRONG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0003212 or by the name SONOMA COUNTY COMMUNITY FOUNDATION.
- 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
WE CONNECT PEOPLE, IDEAS AND RESOURCES TO BENEFIT THE LIVES OF THOSE WHO LIVE IN SONOMA COUNTY.
Program accomplishments
- GRANTMAKING: AWARDED MORE THAN $22 MILLION IN GRANTS, PRIMARILY IN THE FIELDS OF HEALTH & HUMAN SERVICES, ARTS & CULTURE, EDUCATION, AND THE ENVIRONMENT.PROMOTING PHILANTHROPY: PARTNERED WITH DONORS AND PROFESSIONAL ADVISORS TO BUILD RESOURCES THAT CREATE LONG-TERM PHILANTHROPIC SOLUTIONS. COMMUNITY LEADERSHIP: CONVENE INDIVIDUALS AND ORGANIZATIONS TO STIMULATE NEW IDEAS, FOSTER COLLABORATIONS, AND STRENGHTHEN COMMUNITY PHILANTHROPY. STEWARDING ASSETS: FULFILLED THE CHARITABLE LEGACIES OF OUR DONORS AND USED DIVERSIFIED INVESTMENT STRATEGIES TO MANAGE OVER 450 CHARITABLE FUNDS TO ENSURE FUTURE FUNDING FOR THE COMMUNITY.Expenses $24,514,238 · grants $22,539,532 · revenue $399,630
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 | Not 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
- 68-0003212
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $231,023,082
- Income (IRS master file)
- $105,486,933
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $29,603,313 | $26,857,136 | $231,023,082 | XML |
| 990 | December 2023 | $15,772,565 | $23,523,026 | $219,418,080 | XML |
| 990 | December 2022 | $38,302,725 | $21,975,458 | $202,602,973 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 68-0003212).
Questions about SONOMA COUNTY COMMUNITY FOUNDATION
- What is the EIN of SONOMA COUNTY COMMUNITY FOUNDATION?
- The employer identification number (EIN) of SONOMA COUNTY COMMUNITY FOUNDATION is 68-0003212.
- Is SONOMA COUNTY COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to SONOMA COUNTY COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SONOMA COUNTY COMMUNITY FOUNDATION 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 COMMUNITY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SONOMA COUNTY COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SONOMA COUNTY COMMUNITY FOUNDATION?
- The 990 for the year ended December 31, 2024 names OSCAR CHAVEZ.
- Who are the officers and directors of SONOMA COUNTY COMMUNITY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 22 people; 4 received compensation from the organization, the highest $282,617 (OSCAR CHAVEZ, PRESIDENT & CEO).
- How much revenue does SONOMA COUNTY COMMUNITY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $29,603,313, expenses of $26,857,136 and total assets of $231,023,082 at year end.
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- INDIVIDUAL AND FAMILY SUPPORT NETWORK EIN 68-0222942 · last filed 990 for 2025
- INDIGENOUS MEDICINE CONSERVATION FUND EIN 87-3761970 · last filed 990 for 2024
- JOYFUL LIVING GRANTS FOUNDATION EIN 33-3369659 · last filed 990-PF for 2025
- UNITED WAY OF THE WINE COUNTRY EIN 94-1669646 · last filed 990 for 2025
- REDWOOD CREDIT UNION COMMUNITY FUND INC EIN 47-5084832 · last filed 990 for 2025
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- SANTA ROSA EAST ROTARY FOUNDATION EIN 68-0374168 · last filed 990 for 2025
All nonprofits in SANTA ROSA · California · Philanthropy, voluntarism and grantmaking foundations