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Nonprofiteer
← SONOMA COUNTY COMMUNITY FOUNDATION

Form 990 for tax year 2024

Filed by SONOMA COUNTY COMMUNITY FOUNDATION.

Totals

Total revenue
$29,603,313
Total expenses
$26,857,136
Contributions and grants received
$17,116,807
Grants paid
$22,539,532
Program service revenue
$399,630
Investment income
$12,086,876
Other revenue
$0
Total assets, end of year
$231,023,082
Total liabilities, end of year
$3,323,506
Net assets or fund balances, end of year
$227,699,576
Program services expenses (Part IX)
$24,514,238
Management and general expenses
$1,879,129
Fundraising expenses
$463,769
Program service expenses (Part III)
$24,514,238

Program services were 91.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $1,200

  • 1e · Government grants (contributions)

    $44,999

  • 1f · All other contributions, gifts and grants

    $17,070,608

  • 1g · Noncash contributions included above

    $3,313,449

  • 2a · Program service revenue: MANAGEMENT FEES

    total $399,630 · related or exempt $399,630

  • 3 · Investment income

    total $5,524,127 · excluded $5,524,127

  • 7a · Gross sales of assets other than inventory

    securities $82,446,369

  • 7b · Less cost or other basis and sales expenses

    securities $75,883,620

  • 7c · Gain or loss

    securities $6,562,749

  • 7d · Net gain or loss

    total $6,562,749 · excluded $6,562,749

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $22,539,532 · program services $22,539,532

  • 5 · Compensation of officers, directors and key employees

    total $450,128 · program services $118,986 · management and general $286,522 · fundraising $44,620

  • 7 · Other salaries and wages

    total $1,369,466 · program services $630,474 · management and general $556,302 · fundraising $182,690

  • 8 · Pension plan contributions

    total $58,629 · program services $23,522 · management and general $29,555 · fundraising $5,552

  • 9 · Other employee benefits

    total $194,753 · program services $89,833 · management and general $75,690 · fundraising $29,230

  • 10 · Payroll taxes

    total $135,212 · program services $56,051 · management and general $62,193 · fundraising $16,968

  • 11b · Fees: legal

    total $26,065 · program services $11,130 · management and general $11,482 · fundraising $3,453

  • 11c · Fees: accounting

    total $77,901 · program services $33,264 · management and general $34,317 · fundraising $10,320

  • 11f · Fees: investment management

    total $254,632 · management and general $254,632

  • 11g · Fees: other

    total $618,286 · program services $264,011 · management and general $272,370 · fundraising $81,905

  • 12 · Advertising and promotion

    total $69,335 · program services $29,606 · management and general $30,544 · fundraising $9,185

  • 13 · Office expenses

    total $390,374 · program services $326,918 · management and general $48,786 · fundraising $14,670

  • 14 · Information technology

    total $165,665 · program services $70,740 · management and general $72,979 · fundraising $21,946

  • 16 · Occupancy

    total $202,925 · program services $86,650 · management and general $89,393 · fundraising $26,882

  • 19 · Conferences, conventions and meetings

    total $73,074 · program services $31,203 · management and general $32,191 · fundraising $9,680

  • 22 · Depreciation, depletion and amortization

    total $23,028 · program services $9,833 · management and general $10,144 · fundraising $3,051

  • 23 · Insurance

    total $168,627 · program services $152,981 · management and general $12,029 · fundraising $3,617

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $39,504 · program services $39,504

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $863,193 · end of year $1,635,594

  • 3 · Pledges and grants receivable

    beginning of year $8,551,760 · end of year $6,847,488

  • 7 · Other notes and loans receivable

    beginning of year $975,141 · end of year $975,141

  • 9 · Prepaid expenses and deferred charges

    beginning of year $99,983 · end of year $122,415

  • 10a · Land, buildings and equipment: cost or other basis

    $338,897

  • 10b · Land, buildings and equipment: accumulated depreciation

    $285,711

  • 10c · Land, buildings and equipment, net

    beginning of year $50,573 · end of year $53,186

  • 11 · Investments: publicly traded securities

    beginning of year $205,751,257 · end of year $218,164,692

  • 15 · Other assets

    beginning of year $3,126,173 · end of year $3,224,566

  • 17 · Accounts payable and accrued expenses

    beginning of year $116,964 · end of year $177,950

  • 18 · Grants payable

    beginning of year $1,842,891 · end of year $2,977,891

  • 25 · Other liabilities

    beginning of year $343,651 · end of year $167,665

  • 27 · Net assets without donor restrictions

    beginning of year $62,604,500 · end of year $64,816,790

  • 28 · Net assets with donor restrictions

    beginning of year $154,510,074 · end of year $162,882,786

Mission and programs · 2024

Mission

WE CONNECT PEOPLE, IDEAS AND RESOURCES TO BENEFIT THE LIVES OF THOSE WHO LIVE IN SONOMA COUNTY.

  • 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

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard Davis-Lowell

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Janet Ramatici

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Christina Hollingsworth

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ralph Lewin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kit Driscoll

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Carreno

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Teejay Lowe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alan Preston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deberah Kelley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Aiko-Sophie Ezaki

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dale Wannen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thelia Wade

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michelle Young

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kerri Berry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Angelica Garcia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nicole Lim

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Tesconi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Akash Kalia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Oscar Chavez

    PRESIDENT & CEO

    Total calculated
    $297,465
    From this org
    $282,617
    From related orgs
    $0
    Other
    $14,848
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $274,410
    Bonus
    $8,207
    Other
    $0
    Deferred
    $11,856
    Nontaxable benefits
    $2,992
    Filer's total
    $297,465

  • Pamela Harris

    CHIEF FINANCIAL OFFICER

    Total calculated
    $152,663
    From this org
    $141,518
    From related orgs
    $0
    Other
    $11,145
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $141,018
    Bonus
    $500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,145
    Filer's total
    $152,663

  • Mark Geary

    CONTROLLER

    Total calculated
    $158,142
    From this org
    $129,672
    From related orgs
    $0
    Other
    $28,470
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,172
    Bonus
    $500
    Other
    $0
    Deferred
    $7,780
    Nontaxable benefits
    $20,690
    Filer's total
    $158,142

  • Amy Holter

    VP FOR COMMUNITY IMPACT

    Total calculated
    $140,658
    From this org
    $130,505
    From related orgs
    $0
    Other
    $10,153
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • OLIVER RANCH FOUNDATION

    501(C)(3) · PROMOTE APPRECIATION FOR SITE-SPECIFIC SCULPTURE · CA · controlled entity

    Directly controlled by SONOMA COUNTY COMMUNITY FOUNDATION

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUST (3)

    T · INVESTMENTS · CA · controlled entity

    Directly controlled by COMMUNITY FOUNDATION SONOMA COUNTY

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202523179349307762

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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