Community Foundation Sonoma County

Invested in the Promise of Sonoma County

Santa Rosa, CA | https://sonomacf.org

GuideStar Charity Check

EIN: 68-0003212

Contributions tax deductible
as of November 2023

IRS BMF 509(a)(1)
as of November 13, 2023

View summary

Charity Check report

Mission

The Mission of Community Foundation Sonoma County is to strengthen our local community through effective philanthropy and civic engagement.

Ruling year info

1984

President and CEO

Óscar Chávez

Main address

120 Stony Point Road Suite 220

Santa Rosa, CA 95401 USA

Show more contact info

EIN

68-0003212

Subject area info

Arts and culture

Education

Early childhood education

Environment

Animal welfare

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Population served info

Children and youth

Adults

NTEE code info

Community Foundations (T31)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Blog

Affiliations

See related organizations info

Programs and results

Reports and documents

What we aim to solve

This profile needs more info.

If it is your nonprofit, add a problem overview.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Competitive and Discretionary grant budget

Grantmaking is the major program of the Community Foundation. Since inception in 1983, the Community Foundation and its donors have awarded more than $290 million in grants.

Population(s) Served

Adults

Children and youth

Where we work

Accreditations

Council on Foundations Accredited

National Standards accreditation 2023

External reviews

Financials

Community Foundation Sonoma County

Fiscal year: Jan 01 - Dec 31

Financial documents

Yes, financials were audited by an independent accountant.

Revenue vs. expenses: breakdown

SOURCE: IRS Form 990

NET GAIN/LOSS: in

Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2021

SOURCE: IRS Form 990

79.21

Average of 50.24 over 10 years

Months of cash in 2021

SOURCE: IRS Form 990

0.5

Average of 5.2 over 10 years

Fringe rate in 2021

SOURCE: IRS Form 990

20%

Average of 19% over 10 years

Funding sources

Source: IRS Form 990

Assets & liabilities

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Digitizing IRS form 990 data

Community Foundation Sonoma County

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: Download Data

Revenue
Contributions	$24,502,341
Government Grants	$0
Program Services	$2,076,124
Investments	$1,567,391
Special Events	$0
Sales	$0
Other	$99,117
Total Revenue	$28,244,973

Expenses
Program Services	$21,406,584
Administration	$932,371
Fundraising	$940,780
Total Expenses	$23,279,735
Net Gain/Loss	$4,965,238

Functional expenses
Accounting Fees	$70,844
Advertising & Promotion	$32,886
Information Technology Expenses	$60,275
Insurance Expenses	$9,484
Interest Expenses	$0
Investment Management Fees	$339,547
Legal Fees	$19,825
Pension Plan Contributions	$37,046
Professional Fundraising Expenses	$13,743

Revenue
Contributions	$19,837,737
Government Grants	$0
Program Services	$1,329,996
Investments	($2,708,702)
Special Events	$0
Sales	$0
Other	$3,458
Total Revenue	$18,462,489

Expenses
Program Services	$15,089,376
Administration	$807,001
Fundraising	$527,840
Total Expenses	$16,424,217
Net Gain/Loss	$2,038,272

Functional expenses
Accounting Fees	$48,817
Advertising & Promotion	$32,664
Information Technology Expenses	$63,605
Insurance Expenses	$7,698
Interest Expenses	$0
Investment Management Fees	$1,647,358
Legal Fees	$8,488
Pension Plan Contributions	$78,000
Professional Fundraising Expenses	$0

Revenue
Contributions	$17,930,902
Government Grants	$0
Program Services	$101,978
Investments	$4,209,143
Special Events	$0
Sales	$0
Other	$10,280
Total Revenue	$22,252,303

Expenses
Program Services	$19,091,566
Administration	$1,257,678
Fundraising	$581,574
Total Expenses	$20,930,818
Net Gain/Loss	$1,321,485

Functional expenses
Accounting Fees	$69,424
Advertising & Promotion	$44,560
Information Technology Expenses	$70,317
Insurance Expenses	$8,555
Interest Expenses	$0
Investment Management Fees	$543,606
Legal Fees	$5,953
Pension Plan Contributions	$37,256
Professional Fundraising Expenses	$0

Revenue
Contributions	$7,797,473
Government Grants	$979,411
Program Services	$75,792
Investments	$9,517,157
Special Events	$0
Sales	$0
Other	$50,362
Total Revenue	$18,420,195

Expenses
Program Services	$12,891,081
Administration	$1,119,709
Fundraising	$544,262
Total Expenses	$14,555,052
Net Gain/Loss	$3,865,143

Functional expenses
Accounting Fees	$18,555
Advertising & Promotion	$45,950
Information Technology Expenses	$57,703
Insurance Expenses	$123,586
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$54,748
Pension Plan Contributions	$22,065
Professional Fundraising Expenses	$0

Revenue
Contributions	$9,430,867
Government Grants	$77,412
Program Services	$96,310
Investments	$2,906,528
Special Events	$0
Sales	$0
Other	$3,856
Total Revenue	$12,514,973

Expenses
Program Services	$12,337,033
Administration	$836,380
Fundraising	$572,682
Total Expenses	$13,746,095
Net Gain/Loss	($1,231,122)

Functional expenses
Accounting Fees	$47,889
Advertising & Promotion	$73,313
Information Technology Expenses	$60,806
Insurance Expenses	$128,655
Interest Expenses	$0
Investment Management Fees	$263,698
Legal Fees	$30,241
Pension Plan Contributions	$27,653
Professional Fundraising Expenses	$0

Revenue
Contributions	$8,852,952
Government Grants	$151,000
Program Services	$1,565,020
Investments	$5,304,403
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$15,873,375

Expenses
Program Services	$14,195,374
Administration	$2,311,904
Fundraising	$564,860
Total Expenses	$17,072,138
Net Gain/Loss	($1,198,763)

Functional expenses
Accounting Fees	$47,316
Advertising & Promotion	$44,679
Information Technology Expenses	$63,745
Insurance Expenses	$133,771
Interest Expenses	$0
Investment Management Fees	$1,751,112
Legal Fees	$32,761
Pension Plan Contributions	$37,311
Professional Fundraising Expenses	$0

Revenue
Contributions	$9,662,207
Government Grants	$101,000
Program Services	$266,142
Investments	$10,271,178
Special Events	$0
Sales	$0
Other	$5,409
Total Revenue	$20,305,936

Expenses
Program Services	$12,701,803
Administration	$1,084,985
Fundraising	$509,592
Total Expenses	$14,296,380
Net Gain/Loss	$6,009,556

Functional expenses
Accounting Fees	$55,201
Advertising & Promotion	$54,245
Information Technology Expenses	$88,357
Insurance Expenses	$138,003
Interest Expenses	$0
Investment Management Fees	$412,076
Legal Fees	$33,097
Pension Plan Contributions	$18,419
Professional Fundraising Expenses	$0

Revenue
Contributions	$14,073,717
Government Grants	$284,323
Program Services	$81,670
Investments	$8,994,842
Special Events	$0
Sales	$0
Other	$10,779
Total Revenue	$23,445,331

Expenses
Program Services	$14,364,129
Administration	$882,910
Fundraising	$651,803
Total Expenses	$15,898,842
Net Gain/Loss	$7,546,489

Functional expenses
Accounting Fees	$57,932
Advertising & Promotion	$52,917
Information Technology Expenses	$84,175
Insurance Expenses	$137,448
Interest Expenses	$0
Investment Management Fees	$181,160
Legal Fees	$23,378
Pension Plan Contributions	$28,140
Professional Fundraising Expenses	$0

Revenue
Contributions	$16,485,557
Government Grants	$51,500
Program Services	$187,195
Investments	$2,603,036
Special Events	$0
Sales	$0
Other	$22,545
Total Revenue	$19,349,833

Expenses
Program Services	$15,837,884
Administration	$925,836
Fundraising	$659,219
Total Expenses	$17,422,939
Net Gain/Loss	$1,926,894

Functional expenses
Accounting Fees	$64,729
Advertising & Promotion	$65,109
Information Technology Expenses	$87,434
Insurance Expenses	$143,715
Interest Expenses	$0
Investment Management Fees	$366,141
Legal Fees	$5,341
Pension Plan Contributions	$42,883
Professional Fundraising Expenses	$0

Revenue
Contributions	$26,841,930
Government Grants	$51,000
Program Services	$197,710
Investments	$4,231,925
Special Events	$0
Sales	$0
Other	$2,277
Total Revenue	$31,324,842

Expenses
Program Services	$17,899,012
Administration	$1,260,006
Fundraising	$614,027
Total Expenses	$19,773,045
Net Gain/Loss	$11,551,797

Functional expenses
Accounting Fees	$72,460
Advertising & Promotion	$71,105
Information Technology Expenses	$98,509
Insurance Expenses	$154,638
Interest Expenses	$0
Investment Management Fees	$436,495
Legal Fees	$25,121
Pension Plan Contributions	$57,388
Professional Fundraising Expenses	$0

Revenue
Contributions	$18,363,970
Government Grants	$270,000
Program Services	$231,525
Investments	$5,203,576
Special Events	$0
Sales	$0
Other	$78
Total Revenue	$24,069,149

Expenses
Program Services	$15,372,947
Administration	$1,513,532
Fundraising	$798,385
Total Expenses	$17,684,864
Net Gain/Loss	$6,384,285

Functional expenses
Accounting Fees	$62,139
Advertising & Promotion	$66,591
Information Technology Expenses	$114,843
Insurance Expenses	$159,541
Interest Expenses	$0
Investment Management Fees	$488,400
Legal Fees	$45,606
Pension Plan Contributions	$53,411
Professional Fundraising Expenses	$0

Revenue
Contributions	$14,687,819
Government Grants	$200,000
Program Services	$2,658
Investments	$7,516,568
Special Events	$0
Sales	$0
Other	$16,535
Total Revenue	$22,423,580

Expenses
Program Services	$17,794,716
Administration	$1,679,581
Fundraising	$360,519
Total Expenses	$19,834,816
Net Gain/Loss	$2,588,764

Functional expenses
Accounting Fees	$73,560
Advertising & Promotion	$71,944
Information Technology Expenses	$146,066
Insurance Expenses	$156,810
Interest Expenses	$0
Investment Management Fees	$245,433
Legal Fees	$76,831
Pension Plan Contributions	$53,163
Professional Fundraising Expenses	$0

Revenue
Contributions	$24,018,288
Government Grants	$50,000
Program Services	$383,372
Investments	$6,845,320
Special Events	$0
Sales	$0
Other	$3,854
Total Revenue	$31,300,834

Expenses
Program Services	$23,709,620
Administration	$1,756,875
Fundraising	$299,206
Total Expenses	$25,765,701
Net Gain/Loss	$5,535,133

Functional expenses
Accounting Fees	$73,561
Advertising & Promotion	$44,115
Information Technology Expenses	$127,086
Insurance Expenses	$159,560
Interest Expenses	$0
Investment Management Fees	$266,898
Legal Fees	$76,831
Pension Plan Contributions	$45,936
Professional Fundraising Expenses	$0

Revenue
Contributions	$18,111,782
Government Grants	$494,154
Program Services	$363,487
Investments	$12,219,014
Special Events	$0
Sales	$0
Other	$1,977
Total Revenue	$31,190,414

Expenses
Program Services	$17,363,712
Administration	$1,838,834
Fundraising	$290,011
Total Expenses	$19,492,557
Net Gain/Loss	$11,697,857

Functional expenses
Accounting Fees	$75,501
Advertising & Promotion	$144,276
Information Technology Expenses	$127,436
Insurance Expenses	$162,849
Interest Expenses	$0
Investment Management Fees	$323,847
Legal Fees	$61,690
Pension Plan Contributions	$56,899
Professional Fundraising Expenses	$0

Community Foundation Sonoma County

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: Download Data

Assets	Jan 01, 2008	Dec 31, 2008	Change
Contributions	$24,502,341
Cash & Equivalents	$13,279,272	$6,563,171	($6,716,101)
Accounts Receivable	$4,835	$1,160	($3,675)
Pledges & Grants Receivable	$12,786,565	$8,655,405	($4,131,160)
Receivable, Other	$822,316	$806,054	($16,262)
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$95,621,581	$85,457,882	($10,163,699)
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$86,560	$78,872	($7,688)
Other	$8,685,932	$5,717,439	($2,968,493)
Total Assets	$131,287,061	$107,279,983	($24,007,078)

Liabilities	Jan 01, 2008	Dec 31, 2008	Change
Accounts Payable	$73,164	$91,128	$17,964
Grants Payable	$1,298,897	$2,037,436	$738,539
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$7,656,096	$5,054,852	($2,601,244)
Total Liabilities	$9,028,157	$7,183,416	($1,844,741)

Fund balance	Jan 01, 2008	Dec 31, 2008	Change
Temporarily Restricted Net Assets	$25,891,130	$30,130,024	$4,238,894
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$25,891,130	$30,130,024	$4,238,894
Unrestricted Net Assets	$96,367,774	$69,966,543	($26,401,231)
Net Assets	$122,258,904	$100,096,567	($22,162,337)

Assets	Jan 01, 2009	Dec 31, 2009	Change
Contributions	$19,837,737
Cash & Equivalents	$6,563,171	$6,509,733	($53,438)
Accounts Receivable	$1,160	$4,949	$3,789
Pledges & Grants Receivable	$8,655,405	$17,976,400	$9,320,995
Receivable, Other	$806,054	$642,351	($163,703)
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$85,457,882	$96,365,591	$10,907,709
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$78,872	$56,057	($22,815)
Other	$5,717,439	$5,865,511	$148,072
Total Assets	$107,279,983	$127,420,592	$20,140,609

Liabilities	Jan 01, 2009	Dec 31, 2009	Change
Accounts Payable	$132,221	$156,546	$24,325
Grants Payable	$2,037,436	$2,080,142	$42,706
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$5,013,759	$4,815,194	($198,565)
Total Liabilities	$7,183,416	$7,051,882	($131,534)

Fund balance	Jan 01, 2009	Dec 31, 2009	Change
Temporarily Restricted Net Assets	$30,130,024	$34,509,779	$4,379,755
Permanently Restricted Net Assets	$0	$58,839,977	$58,839,977
Total Restricted Net Assets	$30,130,024	$93,349,756	$63,219,732
Unrestricted Net Assets	$69,966,543	$27,018,954	($42,947,589)
Net Assets	$100,096,567	$120,368,710	$20,272,143

Assets	Jan 01, 2010	Dec 31, 2010	Change
Contributions	$17,930,902
Cash & Equivalents	$6,509,733	$2,077,638	($4,432,095)
Accounts Receivable	$4,949	$28,852	$23,903
Pledges & Grants Receivable	$17,976,400	$26,753,203	$8,776,803
Receivable, Other	$642,351	$128,379	($513,972)
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$96,365,591	$101,210,400	$4,844,809
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$56,057	$42,347	($13,710)
Other	$5,865,511	$6,821,490	$955,979
Total Assets	$127,420,592	$137,062,309	$9,641,717

Liabilities	Jan 01, 2010	Dec 31, 2010	Change
Accounts Payable	$156,546	$104,554	($51,992)
Grants Payable	$2,080,142	$1,171,956	($908,186)
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$4,815,194	$5,984,424	$1,169,230
Total Liabilities	$7,051,882	$7,260,934	$209,052

Community Foundation Sonoma County

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of Community Foundation Sonoma County’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Fiscal year: Jan 01 - Dec 31 View full report Download data

Business model indicators

Profitability	2017	2018	2019	2020	2021
Unrestricted surplus (deficit) before depreciation	$3,668,046	$834,198	$6,110,071	$10,371,393	$7,700,993
As % of expenses	18.6%	4.7%	30.9%	40.3%	39.6%
Unrestricted surplus (deficit) after depreciation	$3,633,949	$794,680	$6,059,127	$10,325,507	$7,658,573
As % of expenses	18.4%	4.5%	30.5%	40.1%	39.3%

Revenue composition
Total revenue (unrestricted & restricted)	$31,324,842	$24,069,149	$22,423,580	$31,300,834	$31,190,414
Total revenue, % change over prior year	61.9%	-23.2%	-6.8%	39.6%	-0.4%
Program services revenue	0.6%	1.0%	0.0%	1.2%	1.2%
Membership dues	0.0%	0.0%	0.0%	0.0%	0.0%
Investment income	9.6%	16.9%	17.9%	9.7%	13.6%
Government grants	0.2%	1.1%	0.9%	0.2%	1.6%
All other grants and contributions	85.7%	76.3%	65.5%	76.7%	58.1%
Other revenue	3.9%	4.8%	15.7%	12.2%	25.6%

Expense composition
Total expenses before depreciation	$19,738,948	$17,645,346	$19,783,872	$25,719,815	$19,450,137
Total expenses, % change over prior year	13.5%	-10.6%	12.1%	30.0%	-24.4%
Personnel	7.0%	9.2%	8.7%	7.6%	10.9%
Professional fees	4.0%	7.0%	3.9%	3.0%	4.3%
Occupancy	0.6%	0.7%	0.8%	0.7%	1.0%
Interest	0.0%	0.0%	0.0%	0.0%	0.0%
Pass-through	85.8%	80.1%	83.5%	86.0%	79.6%
All other expenses	2.6%	3.0%	3.2%	2.8%	4.2%

Full cost components (estimated)	2017	2018	2019	2020	2021
Total expenses (after depreciation)	$19,773,045	$17,684,864	$19,834,816	$25,765,701	$19,492,557
One month of savings	$1,644,912	$1,470,446	$1,648,656	$2,143,318	$1,620,845
Debt principal payment	$0	$0	$0	$0	$314,154
Fixed asset additions	$0	$0	$112,728	$0	$0
Total full costs (estimated)	$21,417,957	$19,155,310	$21,596,200	$27,909,019	$21,427,556

Capital structure indicators

Liquidity	2017	2018	2019	2020	2021
Months of cash	10.1	7.7	9.5	6.6	0.5
Months of cash and investments	94.7	103.6	105.3	91.4	132.3
Months of estimated liquid unrestricted net assets	21.4	24.5	25.5	24.4	37.1

Balance sheet composition	2017	2018	2019	2020	2021
Cash	$16,592,276	$11,364,032	$15,715,371	$14,249,588	$877,544
Investments	$139,107,966	$141,007,453	$157,865,224	$181,719,818	$213,479,336
Receivables	$9,572,102	$9,233,046	$9,776,050	$7,584,118	$9,580,098
Gross land, buildings, equipment (LBE)	$319,552	$355,240	$467,968	$394,464	$413,341
Accumulated depreciation (as a % of LBE)	66.6%	71.0%	64.8%	69.1%	76.2%
Liabilities (as a % of assets)	3.2%	3.7%	2.6%	2.0%	1.2%
Unrestricted net assets	$35,331,002	$36,125,682	$42,184,809	$52,510,316	$60,168,889
Temporarily restricted net assets	$35,407,525	$28,327,675	N/A	N/A	N/A
Permanently restricted net assets	$92,752,775	$93,288,110	N/A	N/A	N/A
Total restricted net assets	$128,160,300	$121,615,785	$137,519,437	$149,937,210	$164,439,066
Total net assets	$163,491,302	$157,741,467	$179,704,246	$202,447,526	$224,607,955

Key data checks

Key data checks	2017	2018	2019	2020	2021
Material data errors	No	No	No	No	No

Operations

The people, governance practices, and partners that make the organization tick.

Documents

Letter of Determination

Form 1023/1024 is not available for this organization

President and CEO

Óscar Chávez

Óscar Chávez possesses a deep passion for building strong and resilient communities, focusing on enhancing the lives of vulnerable individuals in Sonoma County. With over 25 years of experience as a community leader, Óscar demonstrates a profound understanding of Sonoma County and a proven ability to convene diverse groups to find solutions to local issues. Throughout his extensive career in community leadership, Óscar has held notable positions including a decade at the Sonoma County Department of Human Services as Assistant Director, and six years as the Executive Director for Community Action Partnership Sonoma County. As a first-generation Mexican-American who hails from California’s Central Valley, Óscar earned his BA in Political Science from California State University, Bakersfield. He is also a past winner of the North Bay Business Journal’s 40 Under 40, and the Sonoma County Jefferson Award for Public Service for Excellence in Community Leadership and Civic Engagement.

Number of employees

Source: IRS Form 990

Community Foundation Sonoma County

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of officer and director compensation data for this organization

Community Foundation Sonoma County

Highest paid employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of highest paid employee data for this organization

Community Foundation Sonoma County

Board of directors
as of 08/14/2023

SOURCE: Self-reported by organization

Board of directors data

Download the most recent year of board of directors data for this organization

Board co-chair

Richard Davis-Lowell

Board co-chair

Thelia Wade

Buckingham Strategic Wealth

Term: 2022 - 2024

Jean Schulz

Charles M. Schulz Museum & Research Center

Richard Davis-Lowell

Retired, BNY Mellon Wealth Management

Thelia Wade

Buckingham Strategic Wealth

Deberah Kelley

Mechanics Bank

Michelle Young

Retired, Transcend Wealth Partners

Lisa Carreño

United Way of the Wine Country

Christina Hollingsworth

Dillwood Burkel & Millar, LLP

Janet Ramatici

Retired, Petaluma Education Foundation

Akash Kalia

Palms Inn

Dale Wannen

Sustainvest Asset Management, LLC

Kit Driscoll

Coblentz Patch Duffy & Bass LLP

Aiko-Sophie Ezaki

EPC Built Inc.

Ralph Lewin

Peter E. Haas Jr. Family Fund

Teejay Lowe

West College Management LLC

Alan Preston

Retired, Chevron Corporation

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? Not applicable

Organizational demographics

SOURCE: Self-reported; last updated 4/20/2023

Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity

Hispanic/Latino/Latina/Latinx

Gender identity

Male, Not transgender (cisgender)

Sexual orientation

Heterosexual or straight

Disability status

Person without a disability

Race & ethnicity

Gender identity

Sexual orientation

Disability

No data

Contractors

Fiscal year ending

There are no fundraisers recorded for this organization.

Related organizations & associated domestic grants

Show data for fiscal year

Related organization	Primary activity	Subsection	PC status	Controlling entity?	512(b)(13) controlled entity?	Cash grants paid	Non-cash assistance	Reason
OLIVER RANCH FOUNDATION 120 STONY POINT ROAD SUITE 220 SANTA ROSA, CA 95401 80-0513305	PROMOTE APPRECIATION FOR SITE-SPECIFIC SCULPTURE	501(C)(3)	LINE 12A, I	COMMUNITY FOUNDATION SONOMA COUNTY	Y	$0.00	$0.00
DEMEO TEEN CLUB INC 509 ADAMS STREET SANTA ROSA, CA 95401 91-1859251	PROVIDE A TEEN CLUB FOR SANTA ROSA RESIDENTS	501(C)(3)	LINE 12A, I	COMMUNITY FOUNDATION SONOMA COUNTY	Y	$0.00	$0.00

Related organization	Primary activity	Subsection	PC status	Controlling entity?	512(b)(13) controlled entity?	Cash grants paid	Non-cash assistance
SONOMA PARADISO FOUNDATION 120 STONY POINT ROAD SUITE 220 SANTA ROSA, CA 95401 42-1728309	RAISE MONEY TO BENEFIT CHILDREN'S ORGANIZATIONS IN SONOMA COUNTY	501(C)(3)	LINE 12B, II	COMMUNITY FOUNDATION SONOMA COUNTY	Y	$0.00	$0.00
OLIVER RANCH FOUNDATION 120 STONY POINT ROAD SUITE 220 SANTA ROSA, CA 95401 80-0513305	PROMOTE APPRECIATION FOR SITE-SPECIFIC SCULPTURE	501(C)(3)	LINE 12B, II	COMMUNITY FOUNDATION SONOMA COUNTY	Y	$0.00	$0.00
DEMEO TEEN CLUB INC 509 ADAMS STREET SANTA ROSA, CA 95401 91-1859251	PROVIDE A TEEN CLUB FOR SANTA ROSA RESIDENTS	501(C)(3)	LINE 12B, II	COMMUNITY FOUNDATION SONOMA COUNTY	Y	$0.00	$0.00

Related organization	Primary activity	Subsection	PC status	Controlling entity?	512(b)(13) controlled entity?	Cash grants paid	Non-cash assistance	Reason
PEPPERWOOD FOUNDATION 3450 FRANK VALLEY ROAD SANTA ROSA, CA 95404 01-0817571	ENVIRONMENTAL RESEARCH AND EDUCATION BASED ON A 3,117-ACRE NATURE PRESERVE	501(C)(3)	LINE 12A, I		N	$2,136,000.00	$0.00	FOR GENERAL OPERATING SUPPORT, TO SUPPORT THE DIVERSITY, EQUITY, AND INCLUSION TRAINING FOR
SONOMA PARADISO FOUNDATION 120 STONY POINT ROAD, SUITE 220 SANTA ROSA, CA 95401 42-1728309	RAISE MONEY TO BENEFIT CHILDREN'S ORGANIZATIONS IN SONOMA COUNTY	501(C)(3)	LINE 12A, I	COMMUNITY FOUNDATION SONOMA COUNTY	Y	$122,263.00	$0.00	FOR GENERAL OPERATING SUPPORT
OLIVER RANCH FOUNDATION 120 STONY POINT ROAD SUITE 220 SANTA ROSA, CA 95401 80-0513305	PROMOTE APPRECIATION FOR SITE-SPECIFIC SCULPTURE	501(C)(3)	LINE 12A, I	COMMUNITY FOUNDATION SONOMA COUNTY	Y	$0.00	$0.00
DEMEO TEEN CLUB, INC. 509 ADAMS STREET SANTA ROSA, CA 95401 91-1859251	PROVIDE A TEEN CLUB FOR SANTA ROSA RESIDENTS	501(C)(3)	LINE 12A, I	COMMUNITY FOUNDATION SONOMA COUNTY	Y	$0.00	$0.00

Related organization	Primary activity	Subsection	PC status	Cash grants paid	Non-cash assistance
PEPPERWOOD FOUNDATION 3450 Frank Valley Road santa rosa, CA 95404 01-0817571	Protect a 3117-acre zone of stunning landscape and rich biodiversity	501(c)(3)	11a	$0.00	$0.00
Sonoma Paradiso Foundation 250 D Street Suite 205 santa rosa, CA 95404 42-1728309	Raise money for the benefit of children's organizations in Sonoma County	501(c)(3)	11a	$0.00	$0.00
OLIVER RANCH FOUNDATION 250 D Street Suite 205 santa rosa, CA 95404 80-0513305	Promote appreciation for site-specific sculpture	501(c)(3)	11a	$0.00	$0.00
Demeo Teen Club inc 509 adams street santa rosa, CA 95401 91-1859251	Provide a teen club for Santa Rosa residents	501(c)(3)	11a	$0.00	$0.00

Community Foundation Sonoma County

Invested in the Promise of Sonoma County

Mission

Is this your nonprofit?

Programs and results

Reports and documents

What we aim to solve

This profile needs more info.

Our programs

Competitive and Discretionary grant budget

Where we work

Accreditations

Financials

Financial documents

Revenue vs. expenses: breakdown

Liquidity in 2021 info

79.21

Months of cash in 2021 info

0.5

Fringe rate in 2021 info

20%

Funding sources info

Assets & liabilities info

Financial data

Digitizing IRS form 990 data

Community Foundation Sonoma County

Community Foundation Sonoma County

Community Foundation Sonoma County

Business model indicators

Capital structure indicators

Key data checks

Operations

Documents

President and CEO

Óscar Chávez

Number of employees

Community Foundation Sonoma County

Compensation data

Community Foundation Sonoma County

Compensation data

Community Foundation Sonoma County

Board of directors data

Richard Davis-Lowell

Thelia Wade

Board leadership practices

Board orientation and education

CEO oversight

Ethics and transparency

Board composition

Board performance

Organizational demographics

Leadership

Race & ethnicity

Gender identity

Sexual orientation

Disability

Contractors

Related organizations & associated domestic grants

Liquidity in 2021

Months of cash in 2021

Fringe rate in 2021

Funding sources

Assets & liabilities