CAPITAL REGION FAMILY BUSINESSCENTER: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CAPITAL REGION FAMILY BUSINESSCENTER (EIN 20-8367513)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-06
- IRS object ID
- 201511269349301916
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-06T18:47:42-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680300457 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACIAS GINI & O'CONNELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 S STREET SUITE 300 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208367513 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAPITAL REGION FAMILY BUSINESS CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAPI | BusinessNameControlTxt |
| Phone | 9164810886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7485 RUSH RIVER DRIVE 710155 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958315259 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN ROSATI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9164182670 | PhoneNum |
| Signature | 2015-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAN A ROSATI | PreparerPersonNm |
| PTIN | P00047985 | PTIN |
| Phone | 9164182670 | PhoneNum |
| Preparation | 2015-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAN ROSATI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 S STREET SUITE 300 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $230,266 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CAPFAMILYBUS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE ORGANIZATION IS TO RAISE MONEY 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $207,125 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $230,150 | CYProgramServiceRevenueAmt |
| PY Investment Income | $93 | PYInvestmentIncomeAmt |
| CY Investment Income | $116 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $207,218 | PYTotalRevenueAmt |
| CY Total Revenue | $230,266 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $54,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $54,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $118,721 | PYOtherExpensesAmt |
| CY Other Expenses | $106,194 | CYOtherExpensesAmt |
| PY Total Expenses | $172,721 | PYTotalExpensesAmt |
| CY Total Expenses | $160,194 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $34,497 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $70,072 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $230,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $300,101 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $230,041 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $300,101 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THE ORGANIZATION IS TO RAISE MONEY 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $44,017 | ExpenseAmt |
| Revenue | $152,450 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $91,257 | ExpenseAmt |
| Revenue | $77,700 | RevenueAmt |
| Desc | LEADERSHIP SERIES: FOCUSED ON ESTABLISHING LEADERSHIP FUNDAMENTALS FOR FAMILY MEMBERS OR NON-FAMILY MEMBERS WHO HAVE BEEN IDENTIFIED AS THE NEXT GENERATION LEADERS AND MANAGERS OF THE FAMILY BUSINESS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $135,274 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN ROSATI TREASURER | PersonNm |
| Phone | 9166427034 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 S STREET SUITE 300 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95816 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| KEVIN FAT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DUFFY SEGALE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GINA LERA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM SCHULTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GRANT DEARY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN MALAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE MURRILL | ||||||
| DIRECTOR/EXECUTIVE DIRECTO | 30.00 | Yes (X) | $54,000 | $0 | $0 | |
| CATHY ARONSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN FLEMING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE BENDER | ||||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KEN MONROE | ||||||
| PRESIDENT | 4.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS CHEDIAK | ||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JAN ROSATI | ||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $54,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DUES | 611430 | $152,450 | $152,450 |
| LEADERSHIP SERIES TUIT | 611430 | $77,700 | $77,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $230,150 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116 | TotalRevenueColumnAmt |
| Exclusion | $116 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,266 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $230,150 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $116 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,000 | TotalAmt |
| Program Services | $40,500 | ProgramServicesAmt |
| Management And General | $13,500 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LEADERSHIP SERIES EVENT | $64,895 | $64,895 | |
| WORKSHOPS AND SEMINARS | $17,656 | $17,656 | |
| ADMINISTRATIVE SUPPORT | $16,320 | $8,160 | $8,160 |
| WEBSITE | $4,063 | $4,063 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $760 | TotalAmt |
| Management And General | $760 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,194 | TotalAmt |
| Program Services | $135,274 | ProgramServicesAmt |
| Management And General | $24,920 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,041 | BOYAmt |
| EOY | $300,101 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,041 | BOYAmt |
| EOY | $300,101 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,041 | BOYAmt |
| EOY | $300,101 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,041 | BOYAmt |
| EOY | $300,101 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,041 | BOYAmt |
| EOY | $300,101 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $70,072 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$12 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $172,290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $207,125 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $230,150 | CurrentTaxYearAmt |
| Total | $879,115 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $172,290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $207,125 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $230,150 | CurrentTaxYearAmt |
| Total | $879,115 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,000 | CurrentTaxYearAmt |
| Total | $39,950 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,000 | CurrentTaxYearAmt |
| Total | $83,125 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,000 | CurrentTaxYearAmt |
| Total | $123,075 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $756,040 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116 | CurrentTaxYearAmt |
| Total | $874 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116 | CurrentTaxYearAmt |
| Total | $874 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $172,558 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $171,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $207,218 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $230,266 | CurrentTaxYearAmt |
| Total | $879,989 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85910 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87060 | PublicSupportPY509Pct |
| Investment Income CY | 0.00100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00120 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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. |
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