2024-07-17T10:17:02-05:00 2023-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-01-01 208367513 THE CAPITAL REGION FAMILY BUSINESS CENTER CAPI 9167713220 PO BOX 1107 ROSEVILLE CA 95678 MAGGIE BENDER-JOHNSON BOARD PRESIDENT 9167713220 2024-07-09 1 MAGGIE BENDER-JOHNSON 999009999 0 JENNIFER Z IWATA P01310188 9166466464 2024-07-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JULIA COCHRAN PO BOX 1107 ROSEVILLE CA 95678 394587 0 X CAPFAMILYBUS.ORG X 2007 CA THE MISSION OF THE ORGANIZATION IS TO ASSIST FAMILY BUSINESSES IN MEETING THEIR UNIQUE CHALLENGES AND TO BE A RESOURCE CENTER FOR ISSUES RELATED TO FAMILY BUSINESSES. THE CAPITAL REGION FAMILY BUSINESS CENTER WILL PROVIDE EDUCATION, MENTORING, AND RELATIONSHIP BUILDING ACTIVITIES. IT WILL CREATE A SAFE ENVIRONMENT FOR MENTORING AND COACHING OF FAMILY BUSINESSES BY OTHER FAMILY BUSINESSES. 11 11 1 11 0 0 0 0 250925 388175 1882 6412 0 0 252807 394587 0 0 0 0 127813 136038 0 0 0 297106 310123 424919 446161 -172112 -51574 265573 213999 0 0 265573 213999 X THE PURPOSE OF THE ORGANIZATION IS TO ASSIST FAMILY BUSINESSES IN MEETING THEIR UNIQUE CHALLENGES AND TO BE A RESOURCE CENTER FOR ISSUES RELATED TO FAMILY BUSINESSES. THE CAPITAL REGION FAMILY BUSINESS CENTER WILL PROVIDE EDUCATION, MENTORING, AND RELATIONSHIP BUILDING ACTIVITIES. IT WILL CREATE A SAFE ENVIRONMENT FOR MENTORING AND COACHING OF FAMILY BUSINESSES BY OTHER FAMILY BUSINESSES. 0 0 141734 183225 MAJOR EVENTS: TO ASSIST FAMILY BUSINESSES IN MEETING THEIR UNIQUE CHALLENGES AND TO BE A RESOURCE FOR ISSUES RELATED TO FAMILY BUSINESSES. THIS WAS AND WILL CONTINUE TO BE ACHIEVED THROUGH THE SPONSORSHIP OF WORKSHOPS, LECTURES, SEMINARS, AND SPECIAL FACILITATED ROUND TABLE DISCUSSION GROUPS. 207262 204950 GENERATIONS CONFERENCE: AN INTERACTIVE EVENT WITH LEADING FAMILY BUSINESS EXPERTS FOCUSING ON NEXT-GENERATION FAMILY BUSINESS LEADERSHIP DEVELOPMENT. THE CONFERENCE IS IDEAL FOR FAMILY AND NON-FAMILY MANAGEMENT TEAM MEMBERS, FAMILY OWNERS NOT WORKING IN THE BUSINESS, BOARD MEMBERS OF FAMILY BUSINESSES, AND THE NEXT GENERATION. THERE WILL BE SPECIFIC CONTENT AND PROGRAMS FOR ALL PARTICIPANTS. THE CONFERENCE IS DESIGNED TO FACILITATE CONVERSATION ON IMPORTANT FAMILY BUSINESS ISSUES AMONG GENERATIONS AND FOCUS ON EVERY ASPECT OF RUNNING AND TRANSITIONING A SUCCESSFUL FAMILY BUSINESS. 348996 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 0 0 CA X JULIA COCHRAN EXECUTIVE DIRECTOR 9169120912 PO BOX 1107 ROSEVILLE CA 95678 STELLA PREMO EXECUTIVE DIRECTOR TO DEC 2023 40.00 X 126167 0 0 JULIA COCHRAN EXECUTIVE DIRECTOR AS OF DEC 2023 40.00 X 0 0 0 MAGGIE BENDER-JOHNSON PRESIDENT 1.00 X X 0 0 0 JUSTIN HORNER VICE PRESIDENT 1.00 X X 0 0 0 STEPHEN FLEMING PAST PRESIDENT 1.00 X X 0 0 0 KEN MONROE PAST PRESIDENT 1.00 X X 0 0 0 GARY ORR TREASURER 2.00 X X 0 0 0 CHRIS CHEDIAK SECRETARY 1.00 X X 0 0 0 GINA LERA DIRECTOR 1.00 X 0 0 0 MIKE RIVERA DIRECTOR 1.00 X 0 0 0 MEGHAN BAKER DIRECTOR 1.00 X 0 0 0 PAUL ENDELMAN DIRECTOR 1.00 X 0 0 0 RYAN BEATIE DIRECTOR 1.00 X 0 0 0 126167 0 0 1 0 0 0 0 GENERATIONS CONFERENCE 611430 204950 204950 DUES 611430 141275 141275 SPONSORSHIPS 611430 41950 41950 388175 6412 6412 394587 388175 0 6412 126167 94625 31542 9871 7403 2468 18000 13500 4500 3625 3625 2164 1623 541 150 150 207262 207262 ADMINISTRATIVE SUPPORT 37319 18659 18660 COMMUNICATION 35829 35829 WORKSHOPS AND SEMINARS 5774 5774 446161 348996 97165 0 32824 22846 232749 191153 265573 213999 0 0 X 0 0 0 0 265573 213999 265573 213999 265573 213999 -51574 0 X 0 0 0 X 20833 20833 41666 443625 274412 217489 250925 388175 1574626 443625 295245 238322 250925 388175 1616292 31500 30500 20000 27000 73550 182550 16100 2000 17850 43375 79325 31500 46600 22000 44850 116925 261875 1354417 62 526 881 1882 6412 9763 62 526 881 1882 6412 9763 443687 295771 239203 252807 394587 1626055 0.83290 0.86460 0.00600 0.00210 X JULIA COCHRAN ED OF THE ORGANIZATION AND OWNER OF J. ELM BUSINESS SOLUTIONS 18000 J. ELM BUSINESS SOLUTIONS PROVIDES MANAGEMENT SERVICES TO THE CAPITAL REGION FAMILY BUSINESS CENTER. THE AGREEMENT IS REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. 0 FORM 990, PART VI, SECTION A, LINE 3 THE CAPITAL REGION FAMILY BUSINESS CENTER (CRFBC) HAS AN AGREEMENT WITH J. ELM BUSINESS SOLUTIONS TO PROVIDE MANAGEMENT SERVICES TO CRFBC. THE AGREEMENT IS REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. JULIA COCHRAN IS THE EXECUTIVE DIRECTOR OF CRFBC AND THE OWNER OF J. ELM BUSINESS SOLUTIONS. TOTAL PAYMENTS TO J. ELM BUSINESS SOLUTIONS TOTALED $18,000 FOR THE 2023 TAX YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE RETURNS ARE REVIEWED BY THE CAPITAL REGION FAMILY BUSINESS CENTER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15A THE BUSINESS CENTER CONSULTS WITH OTHER BOARD MEMBERS ON COMPARABLE COMPENSATION. THE CONSULTATIONS AND CONVERSATIONS ARE DOCUMENTED IN WRITING. THIS PROCESS WAS LAST UNDERTAKEN IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT'S ORGANIZATIONAL DOCUMENTS AND TAX RETURNS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.