FILOLI CENTER: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FILOLI CENTER (EIN 95-2996648)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-10
- IRS object ID
- 202132539349300523
- Schema version
- 2020v4.1
- 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 | 2021-09-10T10:45:51-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY STREET STE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952996648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FILOLI CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FILO | BusinessNameControlTxt |
| Phone | 6503648300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 CANADA ROAD | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARA NEWPORT | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6503648300 | PhoneNum |
| Signature | 2021-09-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KARA | PersonFirstNm |
| Person Last | NEWPORT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FILOLI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KARA NEWPORT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 CANADA ROAD | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,812,759 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FILOLI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | A HISTORIC ESTATE, GARDEN, AND NATURE PRESERVE DEDICATED TO SHARING STORIES OF CALIFORNIA HISTORY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 98 | TotalEmployeeCnt |
| Total Volunteers | 366 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,476,621 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,370,018 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,136,886 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,043,283 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,567 | PYInvestmentIncomeAmt |
| CY Investment Income | $306,664 | CYInvestmentIncomeAmt |
| PY Other Revenue | $924,078 | PYOtherRevenueAmt |
| CY Other Revenue | $824,618 | CYOtherRevenueAmt |
| PY Total Revenue | $8,570,152 | PYTotalRevenueAmt |
| CY Total Revenue | $6,544,583 | 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 | $5,122,334 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,063,102 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $435,648 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,272,822 | PYOtherExpensesAmt |
| CY Other Expenses | $2,818,978 | CYOtherExpensesAmt |
| PY Total Expenses | $8,395,156 | PYTotalExpensesAmt |
| CY Total Expenses | $6,882,080 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $174,996 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$337,497 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,693,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,042,956 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $931,934 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,161,587 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,761,970 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,881,369 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FILOLI IS DEDICATED TO CONNECT OUR RICH HISTORY WITH A VIBRANT FUTURE THROUGH BEAUTY, NATURE AND SHARED STORIES. WE ENVISION A TIME WHEN ALL PEOPLE HONOR NATURE, VALUE UNIQUE EXPERIENCES, AND APPRECIATE BEAUTY IN EVERYDAY LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $1,126,099 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PRESERVATION/GARDENS: PRESERVATION WORK ENCOMPASSES THE 54,000 SQ. FT. MODIFIED GEORGIAN ESTATE HOUSE, 16 ACRES OF FORMAL GARDENS, HISTORIC FULLY FUNCTIONAL GREENHOUSES, AND A NUMBER OF OUTBUILDINGS AND STRUCTURES. FILOLI IS OPERATED TODAY AS A PUBLIC GARDEN, CULTURAL CENTER, AND MUSEUM. SIXTEEN ACRES OF FORMAL GARDENS ARE DIVIDED INTO A NUMBER OF SEPARATE GARDEN ROOMS CONTAINING ANNUAL BEDS, LAWNS, HEDGES, AND SPECIMEN TREES AND SHRUBS. ANNUALS ARE GROWN IN FILOLI'S HISTORIC GREENHOUSES AND PLANTED IN THE GARDENS EACH YEAR. IRISH YEW, OLIVES AND OLD COAST LIVE OAKS ARE THE DOMINANT TREES. FOURTEEN HORTICULTURISTS MAINTAIN THE GARDENS ALONG WITH FELLOWS, STUDENT INTERNS AND GARDEN VOLUNTEERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $452,118 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $40,966 | RevenueAmt |
| Desc | EDUCATION & INTERPRETATION: FILOLI OFFERS DYNAMIC AND ENGAGING EDUCATIONAL OPPORTUNITIES FOR LOCAL K-12 STUDENTS, ADULTS AND FAMILIES TO DEEPEN THEIR CONNECTION TO CALIFORNIA HISTORY, NATURE, VISUAL ARTS AND CULTURAL TRADITIONS. IN 2020 FILOLI OFFERED FAMILY FIELD TRIPS, WHICH ALLOWED FAMILIES WITH CHILDREN DOING DISTANCE LEARNING AS A RESULT OF THE PANDEMIC TO GET OUTSIDE AND LEARN IN SAFE WAYS WHILE IMMERSED IN THE NATURAL ENVIRONMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $429,259 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,531,310 | RevenueAmt |
| Desc | PUBLIC ENGAGEMENT/VISITOR SERVICES: FILOLI WELCOMES OVER 190,000 VISITORS ANNUALLY AND HAS OVER 11,000 MEMBERS. VISITORS CAN EXPLORE ON A SELF-GUIDED TOUR OF THE ESTATE AND GARDENS AND LEARN THROUGH INTERPRETIVE INFORMATION ABOUT HOW FILOLI REPRESENTS MANY IMPORTANT ASPECTS OF CALIFORNIA HISTORY. FILOLI STRIVES TO BE INCLUSIVE AND WELCOMING TO A DIVERSE AUDIENCE FROM THE BAY AREA AND INTERNATIONALLY. DUE TO THE PANDEMIC IN 2020, FILOLI OFFERED VIRTUAL TOURS AND INFORMATIONAL EVENTS FOR MEMBERS AND VISITORS, INCLUDING DAILY INSTAGRAM STORIES FROM FILOLI'S DIRECTOR OF HORTICULTURE. THOUSANDS OF FILOLI VISITORS ENJOYED SAFE, SOCIALLY DISTANCED SELF-GUIDED NATURE HIKES AND GARDEN WALKS IN THE GARDEN AND HOUSE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $3,263,158 | $0 | $2,266,109 | COLLECTION, GIFT SHOP, MEMBERSHIP PROGRAMS, EVENTS, AND VOLUNTEER SERVICES. |
| PRESERVATION/HOUSE AND COLLECTION: THIS HISTORIC ESTATE WAS BUILT IN 1915-1917, AND REMAINS ONE OF THE ONLY CONTINUOUSLY OPERATING COUNTRY ESTATES IN CALIFORNIA. IN 2020, PRESERVATION WORK FOR THE 54,000 SQUARE FOOT MODIFIED GEORGIAN ESTATE HOUSE INCLUDED RESTORATION OF THE DRAWING ROOM AND THE TROPHY ROOM.FILOLI MAINTAINS A FULL EXHIBIT OF PERIOD PIECES WHICH ARE DISPLAYED THROUGHOUT THE FIRST FLOOR OF THE MANSION, DEPICTING LIFE WITHIN A CALIFORNIA ESTATE AT THE TURN OF THE 20TH CENTURY. THE COLLECTION INCLUDES UPWARDS OF ABOUT 5,000 ARTIFACTS, SOME OF WHICH ARE ON LOAN FROM THE NATIONAL TRUST OF HISTORIC PRESERVATION. TWO CURATORS MAINTAIN THE COLLECTION, BOTH IN TERMS OF PRESERVATION AND DISPLAY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,263,158 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $2,266,109 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,270,634 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | 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 | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 98 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AYAKO FUKUDOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503648300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 CANADA ROAD | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KARA NEWPORT | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | Yes (X) | $281,939 | $0 | $29,496 | ||
| DAVID WOLLENBERG | ||||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN DALEY | ||||||||
| PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROL MORAN | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DONALD DEFEVER | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RON PEYTON | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DONNA COLSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JALEH DAIE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF DEATON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT FOUNTAIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SAPNA MARFATIA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB NIBBI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLEM RACKE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANA ROTH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA SEIPP | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA SIMONDS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SMITH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY TRAFTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN TURNER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID WESSEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE WITT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY WHITE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF YODER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY YOUNG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN ZAFRAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AYAKO FUKUDOME | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $170,431 | $0 | $8,263 | Yes (X) | |||
| ALEXANDER FERNANDEZ | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $108,535 | $0 | $65,898 | Yes (X) | |||
| SUSAN O'SULLIVAN | ||||||||
| CHIEF EXTERNAL RELATIONS OFFICER | 40.00 | $110,980 | $0 | $4,934 | Yes (X) | |||
| PRIYA YADAV | ||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.00 | $106,534 | $0 | $5,484 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $778,419 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $114,075 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROYAL CLEANING AGENCY | |||||
| 2449 CENTENNIAL LANE | HAYWARD | CA | 94541 | JANITORIAL SERVICES | $151,768 |
| NELSON BYRD WOLTZ LANDSCAPE ARCHITECTS | |||||
| 310 EAST MARKET STREET | CHARLOTTESVILLE | VA | 22902 | MASTER PLAN CONSULTING | $150,245 |
| BAYSIDE BUSINESS FORMS | |||||
| 430 N CANAL STREET UNIT 9 | SOUTH SAN FRANCISCO | CA | 94080 | PRINTING SERVICES | $119,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $180,818 | FundraisingAmt |
| Government Grants | $10,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,179,200 | AllOtherContributionsAmt |
| Noncash Contributions | $7,524 | NoncashContributionsAmt |
| Total Contributions | $1,370,018 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAMS AND BENEFITS | 712190 | $2,769,672 | $2,769,672 |
| MEMBERSHIP DUES | 712190 | $1,273,611 | $1,273,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,043,283 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,280 | TotalRevenueColumnAmt |
| Exclusion | $108,280 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $65,877 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $65,877 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,877 | TotalRevenueColumnAmt |
| Exclusion | $65,877 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,930,205 | SecuritiesAmt |
| Other | $1,078 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,732,302 | SecuritiesAmt |
| Other | $597 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $197,903 | SecuritiesAmt |
| Other | $481 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $198,384 | TotalRevenueColumnAmt |
| Exclusion | $198,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $31,460 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $180,818 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $67,821 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$36,361 | TotalRevenueColumnAmt |
| Exclusion | -$36,361 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,110,900 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $467,456 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $643,444 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $643,444 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISC INCOME | 900099 | $120,510 | $120,510 |
| DEACESSION OF MUSEUM O | 900099 | $19,304 | $19,304 |
| FFCRA TAX CREDIT | 900099 | $11,844 | $11,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $151,658 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,544,583 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,838,385 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $336,180 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,684 | TotalAmt |
| Program Services | $111,913 | ProgramServicesAmt |
| Management And General | $326,792 | ManagementAndGeneralAmt |
| Fundraising | $27,979 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,870,386 | TotalAmt |
| Program Services | $2,344,608 | ProgramServicesAmt |
| Management And General | $314,200 | ManagementAndGeneralAmt |
| Fundraising | $211,578 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,332 | TotalAmt |
| Program Services | $65,740 | ProgramServicesAmt |
| Management And General | $22,548 | ManagementAndGeneralAmt |
| Fundraising | $7,044 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,348 | TotalAmt |
| Program Services | $312,129 | ProgramServicesAmt |
| Management And General | $19,942 | ManagementAndGeneralAmt |
| Fundraising | $23,277 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,352 | TotalAmt |
| Program Services | $209,374 | ProgramServicesAmt |
| Management And General | $46,609 | ManagementAndGeneralAmt |
| Fundraising | $19,369 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,237 | TotalAmt |
| Management And General | $15,237 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,035 | TotalAmt |
| Management And General | $36,035 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,387 | TotalAmt |
| Management And General | $8,387 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,496 | TotalAmt |
| Program Services | $279,287 | ProgramServicesAmt |
| Management And General | $32,774 | ManagementAndGeneralAmt |
| Fundraising | $17,435 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,241 | TotalAmt |
| Program Services | $64,946 | ProgramServicesAmt |
| Fundraising | $11,295 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,983 | TotalAmt |
| Program Services | $78,305 | ProgramServicesAmt |
| Management And General | $21,825 | ManagementAndGeneralAmt |
| Fundraising | $12,853 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,467 | TotalAmt |
| Program Services | $176,176 | ProgramServicesAmt |
| Management And General | $37,856 | ManagementAndGeneralAmt |
| Fundraising | $16,435 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,477 | TotalAmt |
| Program Services | $603,373 | ProgramServicesAmt |
| Management And General | $72,008 | ManagementAndGeneralAmt |
| Fundraising | $17,096 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,383 | TotalAmt |
| Program Services | $15,156 | ProgramServicesAmt |
| Management And General | $4,139 | ManagementAndGeneralAmt |
| Fundraising | $1,088 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,910 | TotalAmt |
| Program Services | $4,274 | ProgramServicesAmt |
| Management And General | $4,836 | ManagementAndGeneralAmt |
| Fundraising | $800 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,624 | TotalAmt |
| Program Services | $302,718 | ProgramServicesAmt |
| Management And General | $100,906 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,879 | TotalAmt |
| Program Services | $84,115 | ProgramServicesAmt |
| Management And General | $39,692 | ManagementAndGeneralAmt |
| Fundraising | $2,072 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAMS & MEMB BENEFIT | $265,552 | $237,809 | $12,255 | $15,488 |
| BANK & CREDIT CARD PROC | $180,571 | $145,967 | $24,352 | $10,252 |
| PRINTING & PUBLICATIONS | $126,208 | $83,953 | $4,872 | $37,383 |
| GARDEN SUPPLIES & SVCS | $112,820 | $112,820 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,708 | TotalAmt |
| Program Services | $37,971 | ProgramServicesAmt |
| Management And General | $30,533 | ManagementAndGeneralAmt |
| Fundraising | $4,204 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,882,080 | TotalAmt |
| Program Services | $5,270,634 | ProgramServicesAmt |
| Management And General | $1,175,798 | ManagementAndGeneralAmt |
| Fundraising | $435,648 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,858,235 | BOYAmt |
| EOY | $2,179,511 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,704 | BOYAmt |
| EOY | $1,749,898 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,069 | BOYAmt |
| EOY | $31,555 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,005 | BOYAmt |
| EOY | $71,612 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,384 | BOYAmt |
| EOY | $284,105 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,412 | BOYAmt |
| EOY | $148,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,908,599 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,349,001 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,886,298 | BOYAmt |
| EOY | $5,559,598 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,897,592 | BOYAmt |
| EOY | $11,958,576 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,205 | BOYAmt |
| EOY | $59,929 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,693,904 | BOYAmt |
| EOY | $22,042,956 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,417 | BOYAmt |
| EOY | $833,903 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,517 | BOYAmt |
| EOY | $327,684 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,934 | BOYAmt |
| EOY | $1,161,587 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,302,161 | BOYAmt |
| EOY | $20,283,386 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,809 | BOYAmt |
| EOY | $597,983 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,761,970 | BOYAmt |
| EOY | $20,881,369 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,693,904 | BOYAmt |
| EOY | $22,042,956 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$337,497 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,456,896 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,154,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,092,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,384,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,476,621 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,370,018 | CurrentTaxYearAmt |
| Total | $6,478,091 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,730,717 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,583,212 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,676,198 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,587,611 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,305,841 | CurrentTaxYearAmt |
| Total | $30,883,579 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,885,018 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,675,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,060,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,064,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,675,859 | CurrentTaxYearAmt |
| Total | $37,361,670 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $130,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157,660 | CurrentTaxYearAmt |
| Total | $609,131 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $130,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157,660 | CurrentTaxYearAmt |
| Total | $609,131 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $36,752,539 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $722,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,852,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $925,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,157 | CurrentTaxYearAmt |
| Total | $3,798,060 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $722,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,852,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $925,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,157 | CurrentTaxYearAmt |
| Total | $3,798,060 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $57,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,460 | CurrentTaxYearAmt |
| Total | $205,144 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,607,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,584,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,051,018 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,240,191 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,881,476 | CurrentTaxYearAmt |
| Total | $41,364,874 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87950 | PublicSupportPY509Pct |
| Investment Income CY | 0.09180 | InvestmentIncomeCYPct |
| Investment Income PY | 0.10440 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GROSS INCOME FROM FUNDRAISING EVENTS - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 57,069. 2018 AMOUNT: $ 64,350. 2019 AMOUNT: $ 48,840. 2020 AMOUNT: $ 31,460. GROSS INCOME FROM GAMING - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 3,425. 2020 AMOUNT: $ 0. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $551,844 | OtherCostOrOtherBasisAmt |
| Book Value | $551,844 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,479,632 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,775,276 | DepreciationAmt |
| Book Value | $4,704,356 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,641,950 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,441,556 | DepreciationAmt |
| Book Value | $200,394 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $235,173 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,169 | DepreciationAmt |
| Book Value | $103,004 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,559,598 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,141,952 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,456,896 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $81,038 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,537,934 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,604,018 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,387 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$67,822 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$59,435 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,544,583 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,022,553 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $81,038 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $67,822 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $148,860 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,873,693 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,387 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $8,387 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,882,080 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | FILOLI IS DEDICATED TO CONNECTING OUR RICH HISTORY WITH A VIBRANT FUTURE THROUGH BEAUTY, NATURE AND SHARED STORIES. WE ENVISION A TIME WHEN ALL PEOPLE HONOR NATURE, VALUE UNIQUE EXPERIENCES, AND APPRECIATE BEAUTY IN EVERYDAY LIFE. THE PRESERVATION OF WORKS OF ART CONTAINED IN THE HISTORIC BUILDINGS AND SURROUNDING GARDENS IS CONSISTENT WITH THE ORGANIZATION'S EXEMPT PURPOSE AND MISSION. UNDER ACCOUNTING STANDARDS CODIFICATION (ASC) 958, FILOLI'S MUSEUM OBJECT COLLECTION, LIBRARY COLLECTION, AND LIVING COLLECTION QUALIFY AS COLLECTIONS. COLLECTION ITEMS ACQUIRED THROUGH PURCHASE ARE RECOGNIZED AS ACCESSIONS AND DECREASE NET ASSETS WITHOUT DONOR RESTRICTIONS IF PURCHASED WITH NET ASSETS WITHOUT DONOR RESTRICTION OR RESULT IN A RELEASE ON THE STATEMENT OF ACTIVITIES OF NET ASSETS WITH DONOR RESTRICTIONS IF PURCHASED WITH ASSETS WITH DONOR RESTRICTION. COLLECTION ITEMS ARE SOLD SOLELY FOR THE ADVANCEMENT OF FILOLI'S MISSION AND THE ENHANCEMENT OF ITS COLLECTIONS. PROCEEDS FROM ITEMS SOLD ARE USED FOR THE ACQUISITION OF NEW COLLECTION ITEMS OR THE DIRECT CARE, PRESERVATION, AND CONSERVATION OF EXISTING COLLECTIONS. FILOLI DEFINES DIRECT CARE IN ACCORDANCE WITH THE AMERICAN ALLIANCE OF MUSEUMS' GUIDELINES, THAT IS, AN INVESTMENT THAT ENHANCES THE LIFE, USEFULNESS OR QUALITY OF COLLECTIONS, THEREBY ENSURING THE PROCEEDS WILL CONTINUE TO BENEFIT THE PUBLIC. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED IN THE STATEMENT OF ACTIVITIES BASED ON THE NATURE, ABSENCE OR EXISTENCE OF THE ORIGINAL DONOR-IMPOSED RESTRICTIONS. MUSEUM OBJECT AND LIBRARY COLLECTION ITEMS ARE INVENTORIED AND APPROPRIATELY CARED FOR, BY IN-HOUSE CURATORS TO PRESERVE THE COLLECTION'S INTEGRITY. SIMILARLY, THE LIVING COLLECTIONS ARE INVENTORIED AND APPROPRIATELY CARED FOR BY HORTICULTURISTS. FILOLI MAINTAINS MUSEUM OBJECTS WHICH ARE ON LOAN FROM VARIOUS SOURCES. THE MAJORITY OF SUCH "ON LOAN" ITEMS ARE THE PROPERTY OF THE NATIONAL TRUST. FILOLI MAINTAINS RECORDS OF SUCH ITEMS BUT DOES NOT RECORD THE VALUE OF SUCH ON ITS STATEMENT OF FINANCIAL POSITION. |
| PART X, LINE 2: | FILOLI IS A TAX-EXEMPT ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED BUSINESS INCOME. MANAGEMENT HAS EVALUATED FILOLI'S TAX POSITIONS AND CONCLUDED THAT FILOLI HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2020 OR 2019. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED WITH REVENUE -67,822. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED WITH REVENUE 67,822. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $161,028 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $141,888 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,140 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,600 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $32,091 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,610 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,490 | OtherDirectExpensesEvent1Amt |
| Event2 | HOLIDAY OPENING | Event2Nm |
| Gross Receipts Event2 | $51,250 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $38,930 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $12,320 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,465 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $16,159 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,300 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,106 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $212,278 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $180,818 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $31,460 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,065 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $48,250 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,910 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,596 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $67,821 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$36,361 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KARA NEWPORT | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $231,759 | $0 | $50,000 | $0 | $180 | $0 | $11,400 | $0 | $18,096 | $0 | $311,435 | $0 | $0 | $0 |
| AYAKO FUKUDOME | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $169,756 | $0 | $500 | $0 | $175 | $0 | $6,810 | $0 | $1,453 | $0 | $178,694 | $0 | $0 | $0 |
| ALEXANDER FERNANDEZ | ||||||||||||||
| CHIEF OPERATING OFFICER | $107,704 | $0 | $500 | $0 | $331 | $0 | $4,606 | $0 | $61,292 | $0 | $174,433 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | RESIDENCE ON PROPERTY IS PROVIDED TO THE CHIEF OPERATING OFFICER AT A REDUCED RENT. THE CHIEF OPERATING OFFICER IS REQUIRED TO LIVE ON PROPERTY FOR EMERGENCIES AND SAFETY OF THE HISTORIC HOUSE AND GARDENS ON THE 654-ACRE ESTATE. THE NONTAXABLE VALUE OF SUCH BENEFIT WAS $44,100. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | WINE | Desc |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,524 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTORS REPRESENTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. |
| PART I, LINE 33: | NO AMOUNT WAS REPORTED ON FORM 990, PART VIII, LINE 1G AND SCHEDULE M, PART I, LINE 1 FOR DONATIONS OF WORKS OF ART BECAUSE THE CENTER DID NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER FINANCIAL STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION 958-360-25 (ASC 958-360-25) (FORMERLY SFAS 116). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | SINCE THE MIDDLE OF MARCH 2020, FILOLI'S VOLUNTEER PROGRAM WAS OFFLINE DUE TO THE PANDEMIC AND ITS SAFETY REQUIREMENTS. CONSEQUENTLY, THE NUMBER OF HOURS VOLUNTEERS SERVED DURING THE TAX YEAR DECREASED TO APPROXIMATELY 6,000 HOURS. |
| FORM 990, PART III, LINE 3 | ON MARCH 16, 2020, THE INDIVIDUAL GOVERNMENTS OF THE GREATER SAN FRANCISCO BAY AREA (WHICH INCLUDES SAN MATEO COUNTY) ANNOUNCED A MANDATORY SHELTER IN PLACE ORDER FOR ALL RESIDENTS IN THE AREA DUE TO THE COVID-19 PANDEMIC. THE ORDERS REQUIRED THAT ALL NONESSENTIAL BUSINESSES CLOSE UNTIL THE ORDERS WERE LIFTED. AS A RESULT, FILOLI WAS FORCED TO CLOSE AND MAKE SOME IMMEDIATE OPERATIONAL ADJUSTMENTS, INCLUDING CANCELLATION OF VARIOUS PROGRAMS AND STAFF REDUCTIONS. ON MAY 11, 2020, ACCORDING TO THE UPDATED COUNTY HEALTH OFFICER ORDER, FILOLI WAS ALLOWED TO PARTIALLY REOPEN WITH A REDUCED CAPACITY. MODIFICATIONS HAVE BEEN MADE TO OPERATIONS IN ACCORDANCE WITH CONTINUOUSLY CHANGING STATE AND LOCAL GOVERNMENTAL ORDERS, INCLUDING BUT NOT LIMITED TO, LIMITING OCCUPANCY TO PROVIDE FOR SOCIAL DISTANCING, CHANGING THE FORMAT OF PROGRAM SERVICE DELIVERIES AND REQUIRING EMPLOYEES AND VISITORS TO WEAR FACE COVERINGS. PROGRAMS INCLUDING EDUCATION CLASSES, PUBLIC EVENTS AND VOLUNTEER PROGRAMS WERE SUSPENDED. |
| FORM 990, PART VI, SECTION A, LINE 8B | DURING 2020, NOT ALL COMMITTEE MEETINGS HAD FORMALLY APPROVED MINUTES, WHILE ALL COMMITTEES REPORTED THEIR MEETING DISCUSSION TO THE BOARD WHICH WAS DOCUMENTED IN THE BOARD MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT (CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER) REVIEWED THE FORM 990 PROVIDED BY THE TAX PREPARING FIRM. UPON SATISFACTION MANAGEMENT PROVIDED A COMPLETE COPY OF THE FORM 990 TO THE BOARD AUDIT COMMITTEE FOR A DETAILED REVIEW. UPON THE AUDIT COMMITTEE'S REVIEW AND APPROVAL. A PUBLIC DISCLOSURE COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | FILOLI CENTER FOLLOWS A CONFLICT OF INTEREST POLICY DESIGNED TO FOSTER PUBLIC CONFIDENCE IN THE INTEGRITY OF THE ORGANIZATION AND TO PROTECT THE ORGANIZATION'S INTEREST WHEN IT IS CONTEMPLATING ENTERING A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF A BOARD MEMBER, OFFICER, THE TOP MANAGEMENT OFFICIAL, THE TOP FINANCIAL OFFICIAL, ANY PERSON WITH SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION, OR OTHER INSIDER PERSON, OR AN EMPLOYEE. BOARD MEMBERS, OFFICERS, THE TOP MANAGEMENT OFFICIAL, THE TOP FINANCIAL OFFICIAL, AND KEY EMPLOYEES ARE REQUIRED ANNUALLY TO DISCLOSE DESCRIPTION OF INTEREST THAT COULD LEAD TO A CONFLICT OF INTEREST. WITH REGARD TO AN EMPLOYEE, THE CHIEF EXECUTIVE OFFICER SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. WITH REGARD TO AN INSIDER PERSON, THE BOARD SHALL DETERMINE IF A CONFLICT EXISTS. ONCE A CONFLICT OF INTEREST HAS BEEN FOUND WITH REGARD TO AN EMPLOYEE THE CHIEF EXECUTIVE OFFICER DECIDES THE APPROPRIATE RESPONSE TAKING INTO CONSIDERATION THE SERIOUSNESS OF THE CONFLICT. WITH REGARD TO AN INSIDER PERSON THE BOARD SHALL DECIDE WHAT MEASURES ARE NEEDED TO PROTECT THE ORGANIZATION'S INTERESTS IN LIGHT OF THE NATURE AND SERIOUSNESS OF THE CONFLICT. TO DECIDE WHETHER TO ENTER INTO THE TRANSACTIONS AND, IF SO, TO ENSURE THAT THE TERMS OF THE TRANSACTION ARE APPROPRIATE. IN THE CASE OP AN INSIDER WHO IS A BOARD MEMBER THE BOARD MEMBER SHALL NOT VOTE ON ANY TRANSACTION IN WHICH THE BOARD MEMBER HAS AN INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD ANNUALLY REVIEWS THE CHIEF EXECUTIVE OFFICER AGAINST A LIST OF GOALS DETERMINED ANNUALLY. THE BOARD WILL REVIEW THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER WHILE THE CHIEF EXECUTIVE OFFICER EVALUATES THIS POSITION. ALL OTHER KEY EMPLOYEES ARE EVALUATED BY THE CHIEF EXECUTIVE OFFICER. THE ORGANIZATION ASSESSED THE GOING RATE FOR THE CHIEF EXECUTIVE OFFICER POSITION BASED ON THE ORGANIZATION SIZE, GEOGRAPHIC LOCATION, AND COMPLEXITY. ALL KEY POSITIONS ARE BUDGETED AND SUCH BUDGET IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE WHO PROVIDES ITS RECOMMENDATION TO THE BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SBC. 6104(0). FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |