Community Foundation Sonoma County
- Assets
- $227.3m
- Revenue
- $31.2m
- Investments
- $0.0
- Employees
- 22
- Location
- Santa Rosa, CA
- Founding
- 03/1984
- Data as of
- 12/2021
- EIN
- 68-0003212
Organization Overview
Community Foundation Sonoma County is located in Santa Rosa, CA. The organization was established in 1984. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, Community Foundation Sonoma County employed 22 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Community Foundation Sonoma County is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Community Foundation Sonoma County generated $31.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.2% each year. All expenses for the organization totaled $19.5m during the year ending 12/2021. While expenses have increased by 3.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Community Foundation Sonoma County has awarded 1,468 individual grants totaling $97,906,897. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
WE CONNECT PEOPLE, IDEAS AND RESOURCES TO BENEFIT THE LIVES OF THOSE WHO LIVE IN SONOMA COUNTY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTMAKING: AWARDED MORE THAN $15 MILLION IN GRANTS, PRIMARILY IN THE FIELDS OF DISASTER RECOVERY, 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 STRENGTHEN 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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Elizabeth Brown President & CEO | Officer | 45 | $262,570 |
Kristopher Van Giesen VP For Philanthropy | 45 | $164,363 | |
Ann Butterfield VP Of Finance & Ops | Officer | 45 | $153,780 |
Karin Demarest VP For Community Impact | 45 | $124,589 | |
Mark Geary Director Of Finance | 45 | $102,528 | |
Thelia Wade Chair | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $6,371 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $494,154 |
| All other contributions, gifts, grants, and similar amounts not included above | $18,105,411 |
| Noncash contributions included in lines 1a–1f | $4,466,804 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $18,605,936 |
| Total Program Service Revenue | $363,487 |
| Investment income | $4,241,643 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $7,977,371 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $31,190,414 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $15,485,126 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $467,663 |
| Compensation of current officers, directors, key employees. | $309,327 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,304,460 |
| Pension plan accruals and contributions | $56,899 |
| Other employee benefits | $167,077 |
| Payroll taxes | $128,880 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $61,690 |
| Fees for services: Accounting | $75,501 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $323,847 |
| Fees for services: Other | $374,828 |
| Advertising and promotion | $144,276 |
| Office expenses | $343,711 |
| Information technology | $127,436 |
| Royalties | $0 |
| Occupancy | $187,957 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $37,937 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $42,420 |
| Insurance | $162,849 |
| All other expenses | $0 |
| Total functional expenses | $19,492,557 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $677,101 |
| Savings and temporary cash investments | $200,443 |
| Pledges and grants receivable | $8,604,957 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $975,141 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $172,651 |
| Net Land, buildings, and equipment | $98,516 |
| Investments—publicly traded securities | $213,479,336 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $3,106,022 |
| Total assets | $227,314,167 |
| Accounts payable and accrued expenses | $178,321 |
| Grants payable | $2,527,891 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $2,706,212 |
| Net assets without donor restrictions | $60,168,889 |
| Net assets with donor restrictions | $164,439,066 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $227,314,167 |
Grants Awarded
Over the last fiscal year, Community Foundation Sonoma County has awarded $14,787,570 in support to 259 organizations.
| Grant Recipient | Amount |
|---|---|
Santa Rosa, CA PURPOSE: FOR CARITAS VILLAGE, DEMEO HOUSE, AND HOMELESS SERVICES | $605,000 |
Santa Rosa, CA PURPOSE: FOR CONSERVATION SCIENCE INTERNSHIPS AND YOUTH PROGRAMS | $557,786 |
Santa Rosa, CA PURPOSE: FOR UNDOCUFUND PROGRAM AND FOOD FOR ALL PROGRAM | $553,000 |
Santa Rosa, CA PURPOSE: FOR SECURE FAMILIES COLLABORATIVE AND GENERAL OPERATING SUPPORT | $528,500 |
Santa Rosa, CA PURPOSE: FOR GENERAL OPERATING SUPPORT | $488,200 |
Healdsburg, CA PURPOSE: FOR SECURE FAMILIES COLLABORATIVE, FOR CAMP HBG 2.0 AND FINANCIAL ASSISTANCE PROGRAMS | $401,000 |
Grants Recieved
Over the last fiscal year, we have identified 35 grants that Community Foundation Sonoma County has recieved totaling $2,592,461.
| Awarding Organization | Amount |
|---|---|
Dechomai Foundation Inc Jacksonville, FL PURPOSE: unrestricted | $1,149,158 |
William & Flora Hewlett Foundation Menlo Park, CA PURPOSE: FOR CAPACITY BUILDING TO PROVIDE COORDINATION OF FIRE RECOVERY EFFORTS | $250,000 |
Community Foundation Santa Cruz County Aptos, CA PURPOSE: COMMUNITY DEVELOPMENT | $200,000 |
League Of California Community Foundations Sonora, CA PURPOSE: DISASTER RELIEF, RECOVERY AND RESILIENCE | $100,000 |
The Simon J Blattner Jr Foundation Sonoma, CA PURPOSE: WELFARE | $100,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $87,150 |
Endowment Analysis
| Beg. Balance | $103,972,852 |
| Earnings | $12,559,057 |
| Net Contributions | $2,348,667 |
| Grants | $3,652,741 |
| Ending Balance | $115,227,835 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Santa Barbara Foundation Santa Barbara, CA | $456,585,072 | $53,590,434 |
The San Bruno Community Foundation San Bruno, CA | $57,381,282 | $2,122,835 |
Community Foundation For Monterey County Monterey, CA | $347,659,194 | $59,371,913 |
Community Foundation Santa Cruz County Aptos, CA | $201,628,792 | $52,106,005 |
Nevada Community Foundation Inc Las Vegas, NV | $244,409,532 | $23,282,106 |
Liberty Hill Foundation Los Angeles, CA | $22,845,623 | $26,116,303 |
Sacramento Region Community Foundation Sacramento, CA | $172,758,711 | $24,599,020 |
Inland Empire Community Foundation Riverside, CA | $130,560,827 | $28,925,228 |
Community Foundation Sonoma County Santa Rosa, CA | $227,314,167 | $31,190,414 |
North Valley Community Foundation Chico, CA | $60,759,000 | $16,028,341 |
Community Foundation For Southern Arizona Tucson, AZ | $172,311,447 | $35,644,345 |
International Community Foundation National City, CA | $29,422,268 | $13,734,101 |