2018-05-11T14:50:18-05:00 2017-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2016-07-01 770385218 CENTER FOR EXCELLENCE IN NONPROFITS CENT 6505175855 330 TWIN DOLPHIN DRIVE NO 151 REDWOOD CITY CA 940651455 LARISSA ROBIDEAUX EXECUTIVE DIRECTOR 6505175855 2018-05-08 1 MAGA E KISRIEV P01008919 4157810793 2016 2022-09-23 18:48:47Z LARISSA ROBIDEAUX 330 TWIN DOLPHIN DRIVE NO 151 REDWOOD CITY CA 940651455 375707 0 X WWW.CEN.ORG X 1994 CA TO IMPROVE THE LONG-TERM SUSTAINABILITY OF NONPROFIT LEADERS AND ORGANIZATIONS. 15 14 4 14 0 0 77105 287082 56324 83696 1122 2991 1137 1938 135688 375707 4900 6000 0 0 130615 278132 0 0 43023 80000 140599 215515 424731 -79827 -49024 116551 74971 19476 26920 97075 48051 X TO IMPROVE THE LONG-TERM SUSTAINABILITY OF NONPROFIT LEADERS AND ORGANIZATIONS BY OFFERING THE HIGHEST QUALITY PROGRAMS, CONSULTATION, TRAINING AND COMMUNITY-BUILDING NETWORKS. 0 0 112506 0 33537 EXECUTIVE DIRECTOR ROUNDTABLES, PREMIER PROGRAMS, NONPROFIT LEADERSHIP SERIES - NONPROFIT LEADERSHIP SERIES- SERIES OF WORKSHOPS ON NONPROFIT MANAGEMENT. ED ROUNDTABLES - MONTHLY FORUM FOR NONPROFIT CHIEF EXECUTIVES MEET FOR LUNCH AND TO SHARE EXPERIENCES, CHALLENGES, SOLUTIONS, AND BEST PRACTICES. 90352 6000 16116 CENTER FOR EXCELLENCE IN NONPROFITS (CEN) LEADERS INSTITUTE - EIGHT-MONTH LONG INTENSIVE LEADERSHIP DEVELOPMENT OPPORTUNITY FOR 12-15 NONPROFIT EXECUTIVE DIRECTORS/CEOS. MEET ON A MONTHLY BASIS TO PARTICIPATE IN FULL DAY, HIGH-IMPACT PROFESSIONAL DEVELOPMENT SESSIONS. 18692 0 13094 MEMBERSHIP & OUTREACH - CONNECTED TO A NETWORK OF NONPROFIT LEADERS, DEEP DISCOUNTS ON WORKSHOPS AND WILL GAIN ACCESS TO PARTNERSHIP OPPORTUNITIES AND EXCLUSIVE FREE SERVICES. 55107 0 20949 WEBSITE/RESOURCE, INFORMATION & REFERRAL, GOVERNANCE HOUSE CALLS, HARVARD SPNM, MARKETING & COMMUNICATION, BOARD LEADERSHIP, EMERGING LEADERS, AND GENERAL PROGRAMS. 55107 0 20949 276657 1 1 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 1 16 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE HEALTH TRUST IVAN QUON 4085595583 2105 S BASCOM AVE STE 220 CAMPBELL CA 95008 HOMER WONG CHAIR 4.00 X X 0 0 0 JANICE FRY VICE CHAIR 3.00 X X 0 0 0 CLAUDIA COLEMAN SECRETARY 2.00 X X 0 0 0 ANNE YAMAMOTO TREASURER 2.00 X X 0 0 0 PAM BRANDIN BOARD MEMBER 1.00 X 0 0 0 SHARON WILLIAMS BOARD MEMBER 1.00 X 0 0 0 ROB INOUYE BOARD MEMBER 1.00 X 0 0 0 MICHELE MANN BOARD MEMBER 1.00 X 0 0 0 CHRIS MCKINNEY BOARD MEMBER 1.00 X 0 0 0 DEAN MORTON BOARD MEMBER 1.00 X 0 0 0 ROBERT RAFFO BOARD MEMBER 1.00 X 0 0 0 MARK WALKER BOARD MEMBER 1.00 X 0 0 0 DORTHY HAYES BOARD MEMBER 1.00 X 0 0 0 ANNA WARING BOARD MEMBER 1.00 X 0 0 0 JENNIFER SIMMONS EXECUTIVE DIRECTOR 20.00 X X 65769 0 3683 65769 0 3683 0 0 0 0 0 5000 282082 1941 287082 ED ROUNDTABLES, PREMIE 611430 33537 33537 OTHER PROGRAM SERVICES 900099 20949 20949 LEADERS INSTITUTE 611430 16116 16116 MEMBERSHIP & OUTREACH 541610 13094 13094 83696 2991 2991 1440 0 1440 1440 1440 BOOKS FOR RESALE 900099 324 324 MISCELLANEOUS REVENUE 900099 174 174 498 375707 83696 0 4929 X 6000 6000 70000 49000 17500 3500 151371 105662 25383 20326 9488 6167 3321 29120 19489 4550 5081 18153 12704 2632 2817 12500 12500 261 261 57968 33370 23803 795 8126 6966 1160 9319 4838 3678 803 22984 17988 1955 3041 838 541 33 264 48 48 1488 1146 134 208 4259 3280 383 596 MEAL & ENTERTAINMENT 10989 8837 2152 DUES & SUBSCRIPTIONS 4228 13 4215 FUNDRAISING EVENT 2683 90 372 2221 BANK FEES 2071 2071 2837 566 2221 50 424731 276657 105051 43023 62437 36288 0 140 6678 5260 31588 31225 1851 363 45585 32920 116551 74971 19476 26920 19476 26920 X 34047 15289 63028 32762 97075 48051 116551 74971 -49024 0 X 0 0 0 X 181395 311106 311688 77105 287082 1168376 181395 311106 311688 77105 287082 1168376 456670 711706 25590 6431 1842 2991 36854 4740 4893 1448 417 1938 13436 1218666 411631 0.58400 0.58330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2012 AMOUNT: $ 4,740. 2013 AMOUNT: $ 4,893. 2014 AMOUNT: $ 1,448. 2015 AMOUNT: $ 417. 2016 AMOUNT: $ 1,938. SCHEDULE A, PART II, SECTION A. PUBLIC SUPPORT: COLUMN (D): THE ORGANIZATION CHANGED ITS YEAR END TO JUNE 30 DURING 2016, RESULTING IN A SHORT YEAR FROM JANUARY 1, 2016 TO JUNE 30, 2016. THE FIGURES REPRESENTED IN THE 2015 COLUMN REFLECT THIS SHORT PERIOD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8710 8710 0 22878 22515 363 363 1 SCHOLARSHIPS 2 6000 0 PART I, LINE 2: THE ORGANIZATION PROVIDES UP TO TWO (2) 50% SCHOLARSHIPS TO MEMBER EXECUTIVE DIRECTORS TO ATTEND A WEEK-LONG EXECUTIVE EDUCATION COURSE AT THE HARVARD BUSINESS SCHOOL. CEN ALSO PROVIDES ONE (1) 50% SCHOLARSHIP FOR A MEMBER EXECUTIVE DIRECTOR TO ATTEND THE EXECUTIVE EDUCATION PROGRAM AT STANFORD EXECUTIVE PROGRAM FOR NONPROFIT LEADERS (ENPL). FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 WAS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. WHEN THE FORM 990 WAS COMPLETED BY OUR ACCOUNTING FIRM, IT WAS THEN DISTRIBUTED ELECTRONICALLY TO THE FULL BOARD FOR REVIEW AND COMMENTS. IT WAS ALSO REVIEWED AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST STATEMENT ON RECORD. BOARD MEMBERS AND KEY EMPLOYEES ARE EXPECTED TO ANNUALLY SIGN THAT THEY AGREE TO ABIDE BY THIS. CONFLICTS OF INTEREST ARE REVIEWED AT THE BOARD LEVEL. DEPENDING ON THE NATURE OF THE CONFLICT, A BOARD MEMBER WILL GIVE WRITTEN NOTICE OF THE CONFLICT AND RECUSE THEMSELVES FROM ANY VOTING ACTIVITIES RELATED TO THE MATTER. THERE WAS ONE CONFLICT OF INTEREST THAT WAS ADDRESSED IN 2017. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL PERFORMANCE REVIEWS ARE CONDUCTED AND ANY SALARY ADJUSTMENTS MADE ARE BASED UPON INFORMATION FROM THE NONPROFIT COMPENSATION ASSOCIATES ANNUAL SURVEY "FAIR PAY FOR NONPROFITS - NORTHERN CALIFORNIA", WHICH IS CONDUCTED BY A PROFESSIONAL INDEPENDENT ENTITY. THE BOARD VOTES AND IT IS RECORDED IN THE MINUTE MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 PEOPLE CAN REQUEST THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY VIA EMAIL AND THE OFFICE MANAGER REPLIES WITH PDF. FOR FINANCIAL STATEMENTS, THE OFFICE MANAGER CONTACTS THE ACCOUNTANT TO PRODUCE THE MOST CURRENT INFORMATION. THESE DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 28,396. MANAGEMENT AND GENERAL EXPENSES 18,604. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,000. WORKSHOP TRAINING: PROGRAM SERVICE EXPENSES 604. MANAGEMENT AND GENERAL EXPENSES 396. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,000. PURCHASE SERVICES: PROGRAM SERVICE EXPENSES 4,370. MANAGEMENT AND GENERAL EXPENSES 4,803. FUNDRAISING EXPENSES 795. TOTAL EXPENSES 9,968.