2020-06-10T13:00:12-05:00 2019-12-31 680300457 MACIAS GINI & O'CONNELL LLP 3000 S STREET SUITE 300 SACRAMENTO CA 95816 990 2019-01-01 208367513 THE CAPITAL REGION FAMILY BUSINESS CENTER CAPI 9167713220 PO BOX 1107 ROSEVILLE CA 95678 JAN ROSATI TREASURER 9164182670 2020-05-27 1 PRUDENCE PUGEDA P00444443 9164182670 2020-05-27 98.244.1.174 2020-05-27 15:25:56 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D429312003D9BFED8C72BE8EA6492F6155D3A72C 2019 2020-11-19 02:30:22Z JAN ROSATI PO BOX 1107 ROSEVILLE CA 95678 443687 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. 12 11 1 20 0 0 0 0 410350 443625 70 62 0 0 410420 443687 0 0 0 0 111031 122706 0 0 0 314833 321997 425864 444703 -15444 -1016 335449 334433 0 0 335449 334433 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 164079 204500 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. 231730 239125 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. 395809 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 0 1 6 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 0 0 CA X JAN ROSATI TREASURER 9166170074 PO BOX 1107 ROSEVILLE CA 95678 KEVIN FAT DIRECTOR 1.00 X 0 0 0 GINA LERA DIRECTOR 1.00 X 0 0 0 GRANT DEARY DIRECTOR 1.00 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 JAN ROSATI TREASURER 2.00 X X 0 0 0 STEPHEN FLEMING PRESIDENT & CEO 1.00 X X 0 0 0 STELLA PREMO DIRECTOR/EXECUTIVE DIRECTO 40.00 X 111650 0 0 MEGHAN BAKER DIRECTOR 1.00 X 0 0 0 JUSTIN HORNER DIRECTOR 1.00 X 0 0 0 GARY ORR DIRECTOR 1.00 X 0 0 0 MAGGIE BENDER-JOHNSON DIRECTOR 1.00 X 0 0 0 111650 0 0 1 0 0 0 0 GENERATIONS CONFERENCE 611430 239125 239125 DUES 611430 162000 162000 SPONSORSHIPS 611430 42500 42500 443625 62 62 443687 443625 0 62 111650 111650 11056 11056 2600 2600 GENERATIONS CONFERENCE 231730 231730 ADMINISTRATIVE SUPPORT 39772 19886 19886 COMMUNICATION 23408 23408 WORKSHOPS AND SEMINARS 20077 20077 4410 1410 3000 444703 395809 48894 0 229059 227981 106390 106452 335449 334433 0 0 X 0 0 0 0 335449 334433 335449 334433 335449 334433 -1016 0 X 0 0 0 X 219500 328700 406975 410350 443625 1809150 219500 328700 406975 410350 443625 1809150 28000 5000 17975 44000 31500 126475 19500 16000 8500 30000 74000 47500 21000 26475 74000 31500 200475 1608675 135 121 96 70 62 484 135 121 96 70 62 484 219635 328821 407071 410420 443687 1809634 0.88900 0.87120 0.00030 0.00030 X 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.