Civic Intelligence

The Capital Region Family Business Center

990 • Fiscal year 2013 • EIN 20-8367513

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 22, 2014

Organization ProfileCAPFAMILYBUS.ORG
7485 Rush River Drive 71015595831-5259

(916) 481-0886

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

94th percentile

$54,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$230,041

Up $34,497 (+18%) from 2012

Net Assets

Up

$230,041

Up $34,497 (+18%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin73rd percentile

Revenue

Up

$207,218

Up $36,198 (+21%) from 2012

Expenses

Up

$172,721

Up $6,026 (+3.6%) from 2012

Net Income

Up

$34,497

Up $30,172 (+698%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $152,721Liabilities 2010: $0Net Assets 2010: $152,7212010Assets 2011: $191,219Liabilities 2011: $0Net Assets 2011: $191,2192011Assets 2012: $195,544Liabilities 2012: $0Net Assets 2012: $195,5442012Assets 2013: $230,041Liabilities 2013: $0Net Assets 2013: $230,0412013Assets 2014: $300,101Liabilities 2014: $0Net Assets 2014: $300,1012014Assets 2015: $335,272Liabilities 2015: $0Net Assets 2015: $335,2722015Assets 2016: $326,193Liabilities 2016: $0Net Assets 2016: $326,1932016Assets 2017: $350,893Liabilities 2017: $0Net Assets 2017: $350,8932017Assets 2018: $335,449Liabilities 2018: $0Net Assets 2018: $335,4492018Assets 2019: $334,433Liabilities 2019: $0Net Assets 2019: $334,4332019Assets 2020: $402,533Liabilities 2020: $0Net Assets 2020: $402,5332020Assets 2021: $437,685Liabilities 2021: $0Net Assets 2021: $437,6852021Assets 2022: $265,573Liabilities 2022: $0Net Assets 2022: $265,5732022Assets 2023: $213,999Liabilities 2023: $0Net Assets 2023: $213,9992023Assets 2024: $229,701Liabilities 2024: $0Net Assets 2024: $229,7012024

Highlighted filing

2013

Assets$230,041
Liabilities$0
Net Assets$230,041
Open 2013 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $98,927Expenses 2010: $38,976Net Income 2010: $59,9512010Revenue 2011: $172,558Expenses 2011: $134,060Net Income 2011: $38,4982011Revenue 2012: $171,020Expenses 2012: $166,695Net Income 2012: $4,3252012Revenue 2013: $207,218Expenses 2013: $172,721Net Income 2013: $34,4972013Revenue 2014: $230,266Expenses 2014: $160,194Net Income 2014: $70,0722014Revenue 2015: $219,635Expenses 2015: $184,464Net Income 2015: $35,1712015Revenue 2016: $328,821Expenses 2016: $337,900Net Income 2016: -$9,0792016Revenue 2017: $407,071Expenses 2017: $382,371Net Income 2017: $24,7002017Revenue 2018: $410,420Expenses 2018: $425,864Net Income 2018: -$15,4442018Revenue 2019: $443,687Expenses 2019: $444,703Net Income 2019: -$1,0162019Revenue 2020: $295,771Expenses 2020: $227,671Net Income 2020: $68,1002020Revenue 2021: $239,203Expenses 2021: $204,051Net Income 2021: $35,1522021Revenue 2022: $252,807Expenses 2022: $424,919Net Income 2022: -$172,1122022Revenue 2023: $394,587Expenses 2023: $446,161Net Income 2023: -$51,5742023Revenue 2024: $228,751Expenses 2024: $213,049Net Income 2024: $15,7022024

Highlighted filing

2013

Revenue$207,218
Expenses$172,721
Net Income$34,497
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 22, 2014
Return Version
2013v3.0
Gross Receipts
$207,218
Mission and Program Overview

Mission

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$195,544$230,041▲ $34,497
Rtn Earn Endowment Incm Other Fnds$195,544$230,041▲ $34,497
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$195,544$230,041▲ $34,497
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$195,544$230,041▲ $34,497
Total Liabilities and Net Assets / Fund Balance$195,544$230,041▲ $34,497
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Steve MurrillDirector/executive DirectoPT$54,000$54,000

Board Members and Trustees

NameTitle
Ken MonroePresident
Cathy AronsonDirector
Dave PringleDirector
Duffy SegaleDirector
Gina LeraDirector
Grant DearyDirector
Jonathan MalanDirector
Kevin FatDirector
Kurt GlassmanDirector
Steve BenderDirector
Tim SchultzDirector
Chris ChediakSecretary
Jan RosatiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$207,125
Investment Income
$93
Other Revenue
$0
Change in Net Assets
$34,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$118,721
Salaries, Compensation, and Employee Benefits$54,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$40,500$13,500-$54,000
Other Expenses$10,134$5,300-$5,300
Fees for Services Legal-$3,659-$3,659
All Other Expenses$1,375--$1,375
Total Functional Expenses$140,128$32,593$0$172,721
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

EIN
20-8367513
Phone
9164810886

Signing Officer

Name
Jan Rosati
Title
Treasurer
Phone
9164182670
Signed
2014-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jan Rosati
Formed
2007
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Preparer
Jan a Rosati
Phone
9164182670
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0230041
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt010500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt09000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt010500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt01950
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt036950
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt093
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0170
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0268
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0227
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0106
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0864
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0207125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0170850
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0172290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt098700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt068625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0717590
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt093
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0170
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0268
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0227
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0106
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0864
IRS990ScheduleA/InvestmentIncomeCYPct00.00120
IRS990ScheduleA/InvestmentIncomePYPct00.00140
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87060
IRS990ScheduleA/PublicSupportPY509Pct00.99860
IRS990ScheduleA/PublicSupportTotal509Amt0625515
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt046875
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt024250
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt014000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01950
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt092075
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt036375
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt015250
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt03500
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt055125
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0207125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0170850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0172290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068625
IRS990ScheduleA/Total509Grp/TotalAmt0717590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0207218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0171020
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0172558
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt098927
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068731
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0718454
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURNS ARE REVIEWED BY THE CAPITAL REGION FAMILY BUSINESS CENTER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BUSINESS CENTER CONSULTS WITH OTHER BOARD MEMBERS ON COMPARABLE COMPENSATION. THE CONSULTATIONS AND CONVERSATIONS ARE DOCUMENTED IN WRITING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES IT'S ORGANIZATIONAL DOCUMENTS AND TAX RETURNS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0195544
IRS990/TotalAssetsEOYAmt0230041
IRS990/TotalAssetsGrp/BOYAmt0195544
IRS990/TotalAssetsGrp/EOYAmt0230041
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032593
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140128
IRS990/TotalFunctionalExpensesGrp/TotalAmt0172721
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0195544
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0230041
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0140128
IRS990/TotalProgramServiceRevenueAmt0207125
IRS990/TotalReportableCompFromOrgAmt054000
IRS990/TotalRevenueGrp/ExclusionAmt093
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0207125
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0207218
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0195544
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0230041
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine103000 S STREET SUITE 300
IRS990/USAddress/City0SACRAMENTO
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode095816
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0CAPFAMILYBUS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN ROSATI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09164182670
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE CAPITAL REGION FAMILY BUSINESS CENTER
ReturnHeader/Filer/BusinessNameControlTxt0CAPI
ReturnHeader/Filer/EIN0208367513
ReturnHeader/Filer/PhoneNum09164810886
ReturnHeader/Filer/USAddress/AddressLine107485 RUSH RIVER DRIVE 710155
ReturnHeader/Filer/USAddress/City0SACRAMENTO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0958315259
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680300457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MACIAS GINI & O'CONNELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103000 S STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,041
Liabilities
$0
Net assets
$230,041
Revenue
$207,218
Expenses
$172,721
Net income
$34,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.00$2.30$2.29$2.13$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$3.95$4.46$0.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$2.53$4.25$1.72
2021Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$2.39$2.04$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.00$4.03$2.96$2.28$0.68
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$4.44$4.45$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$4.10$4.26$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.00$3.51$4.07$3.82$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$3.29$3.38$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$2.20$1.84$0.35
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$2.30$1.60$0.70
2013Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$2.07$1.73$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.00$1.96$1.71$1.67$0.04
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$1.73$1.34$0.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.99$0.39$0.60
Peer Organizations

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