2021-05-15T16:11:04-05:00 2020-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2020-01-01 208367513 THE CAPITAL REGION FAMILY BUSINESS CENTER CAPI 9167713220 PO BOX 1107 ROSEVILLE CA 95678 GARY ORR TREASURER 9167713220 2021-05-07 1 GARY ORR 999009999 JENNIFER Z IWATA P01310188 9166466464 2021-05-07 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z GARY ORR PO BOX 1107 ROSEVILLE CA 95678 295771 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. 9 9 1 20 0 0 0 20833 443625 274412 62 526 0 0 443687 295771 0 0 0 0 122706 122828 0 0 0 321997 104843 444703 227671 -1016 68100 334433 402533 0 0 334433 402533 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 121437 186212 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. 22070 88200 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. 143507 1 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 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 0 0 CA X GARY ORR TREASURER 9167713220 PO BOX 1107 ROSEVILLE CA 95678 GINA LERA DIRECTOR 1.00 X 0 0 0 DAVE BOYCE DIRECTOR 1.00 X 0 0 0 MEGHAN BAKER DIRECTOR 1.00 X 0 0 0 JUSTIN HORNER DIRECTOR 1.00 X 0 0 0 MAGGIE BENDER-JOHNSON DIRECTOR 1.00 X 0 0 0 STEPHEN FLEMING PRESIDENT & CEO 1.00 X X 0 0 0 KEN MONROE PAST PRESIDENT 1.00 X X 0 0 0 CHRIS CHEDIAK SECRETARY 1.00 X X 0 0 0 GARY ORR TREASURER 2.00 X X 0 0 0 STELLA PREMO EXECUTIVE DIRECTOR 40.00 X 112000 0 0 112000 0 0 1 0 0 0 0 20833 20833 DUES 611430 143500 143500 GENERATIONS CONFERENCE 611430 88200 88200 SPONSORSHIPS 611430 40000 40000 MEMBER EVENTS 611430 2712 2712 274412 526 526 295771 274412 0 526 112000 84000 28000 10828 8121 2707 3125 3125 ADMINISTRATIVE SUPPORT 44429 22215 22214 COMMUNICATION 26658 26658 GENERATIONS CONFERENCE 22070 22070 WORKSHOPS AND SEMINARS 5701 5701 2860 1400 1460 227671 143507 84164 0 227981 43380 106452 359153 334433 402533 0 0 X 0 0 0 0 334433 402533 334433 402533 334433 402533 68100 0 X 0 0 0 X 20833 20833 328700 406975 410350 443625 274412 1864062 328700 406975 410350 443625 295245 1884895 5000 17975 44000 31500 30500 128975 16000 8500 30000 16100 70600 21000 26475 74000 31500 46600 199575 1685320 121 96 70 62 526 875 121 96 70 62 526 875 328821 407071 410420 443687 295771 1885770 0.89370 0.88900 0.00050 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT'S ORGANIZATIONAL DOCUMENTS AND TAX RETURNS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.