Filoli Center

“Committee meetings are not documented.”

“The organization's accounting firm forwarded the form 990 to the executive director. The executive director forwarded the form 990 to the entire board for review prior to filing the form 990. The above persons were encouraged to review the form 990 and to forward their questions to the executive director. Either the executive director or the accounting firm addressed the questions from the board.”

“With regard to an employee without substantial influence over filoli, the executive director shall determine whether a conflict of interest exists. With regard to the executive director, an officer, or a person with substantial influence over filoli, the executive committee shall determine if a conflict of interest exists. After an affiliation disclosure by a director at a board meeting, the director shall leave the meeting while the implications of the affiliation are considered and voted upon. The remaining board members shall determine if a conflict of interests exists.”

“The process for determining compensation and benefits to officers, directors and key employees requires comparability with other 990 organizations, determination from a compensation committee, and approval by they board of directors.”

“The governing documents, conflict of interest policy and the financial statements are made available upon request.”

“Temporary staffing: program service expenses 98,452. Management and general expenses 34,961. Fundraising expenses 275. Total expenses 133,688. Recruitment expense: program service expenses 127. Management and general expenses 45. Fundraising expenses 0. Total expenses 172. Security: program service expenses 61,068. Management and general expenses 21,686. Fundraising expenses 170. Total expenses 82,924. Professional fees: program service expenses 185,906. Management and general expenses 66,016. Fundraising expenses 519. Total expenses 252,441. Management fees: program service expenses 3,227. Management and general expenses 1,146. Fundraising expenses 9. Total expenses 4,382. Computer consultants: program service expenses 51,485. Management and general expenses 18,282. Fundraising expenses 144. Total expenses 69,911. Payroll service fees: program service expenses 5,789. Management and general expenses 2,056. Fundraising expenses 16. Total expenses 7,861.”

“Financial statements audit is underway but was not complete at the time this form 990 was filed.”