2025-09-26T12:09:51-05:00 2024-12-31 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2024-01-01 952996648 FILOLI CENTER FILO 6503648300 86 CANADA ROAD WOODSIDE CA 94062 ROOPA GOTTIMUKKALA CHIEF FINANCIAL OFFICER 6503638300 2025-09-25 1 0 MAGA E KISRIEV P01008919 4089988400 2024 2025-03-06 01:10:19Z FILOLI KARA NEWPORT 86 CANADA ROAD WOODSIDE CA 94062 26293509 0 X WWW.FILOLI.ORG X 1976 CA A HISTORIC ESTATE, GARDEN, AND NATURE PRESERVE DEDICATED TO SHARING STORIES OF CALIFORNIA HISTORY. 29 27 177 714 0 0 1933673 4481220 12448621 15454203 584923 1129085 2078317 1850779 17045534 22915287 0 0 0 0 8529436 11287029 380148 152513 1513232 6982525 9795700 15892109 21235242 1153425 1680045 28485863 31234386 3142416 3784153 25343447 27450233 X 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. 0 0 3004457 0 0 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. 22 HORTICULTURISTS MAINTAIN THE GARDENS. 3417093 0 7881898 VISITOR SERVICES/PUBLIC ENGAGEMENT: FILOLI WELCOMES OVER 500,000 VISITORS ANNUALLY AND HAS 25,000 MEMBERS AS OF END OF 2024. VISITORS CAN EXPLORE ON A SELF-GUIDED TOUR OF THE ESTATE NATURAL AREAS, 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. IN 2024 FILOLI ADDED MULTIPLE TICKETED EVENTS, RESULTING IN FILOLI WELCOMING NEARLY 500,000 VISITORS, A NUMBER THAT HAS DOUBLED IN RECENT YEARS AND CONTINUES TO GROW. 1502153 0 1136744 CLOCK TOWER SHOP: FILOLI'S CLOCK TOWER SHOP OFFERS VISITORS ACCESS TO THE HISTORICAL CLOCK TOWER BUILDING, WHICH SERVED AS THE GARAGE AND SERVICE COURTYARD WHEN FILOLI WAS A PERSONAL RESIDENCE. THE CLOCK TOWER SHOP SELLS PRODUCTS THAT ENHANCE THE VISITOR EXPERIENCE, MADE FROM FILOLI'S GARDEN AND ORCHARDS. THE SHOP ALSO SELLS MERCHANDISE FROM MUCKROSS IN IRELAND, WHICH HAS A HISTORIC TIE TO FILOLI'S FIRST FAMILY, THE BOURNS. VISITORS CAN ALSO PURCHASE PLANTS AND FLOWER BULBS THAT ARE GROWN IN FILOLI'S FORMAL GARDENS, WITH INTERPRETIVE INFORMATION ON HOW FILOLI CARES FOR THEM AVAILABLE FROM STAFF. 7517058 0 8312218 PUBLIC PROGRAMS: FILOLI PRESENTS A VARIETY OF PUBLIC PROGRAMS TO ENGAGE DIVERSE AUDIENCES AND PROVIDE OPPORTUNITIES FOR LEARNING AND ENGAGEMENT. IN 2024 FILOLI OFFERED PUBLIC PROGRAMS THROUGHOUT THE YEAR, INCLUDING, NIGHTFALL, HOLIDAYS AT FILOLI, SUMMER NIGHTS, PRIDE, TEAS, ART WALKS, BALLROOM PERFORMANCES AND STORIES IN BLOOM.MEMBERSHIP: IN 2024 FILOLI WELCOMED A RECORD NUMBER OF MEMBER HOUSEHOLDS, WITH ALMOST 25,000 AT YEAR-END. FILOLI OFFERS MEMBERSHIPS FOR SENIORS OVER 65 YEARS AT A DISCOUNTED ANNUAL FEE, AND ALSO PROVIDES FREE HOUSEHOLD MEMBERSHIPS TO ALL FAMILIES WHO PARTICIPATE IN FILOLI'S YOUTH PROGRAMS. FILOLI MEMBERS ENJOY FREE GENERAL ADMISSION AND DISCOUNTS ON TICKETS TO EVENTS LIKE HOLIDAYS AT FILOLI.LEARNING & ENGAGEMENT: FILOLI OFFERS LEARNING OPPORTUNITIES THROUGH A VARIETY OF PROGRAMS, INCLUDING A PRESCHOOL PROGRAM AND COLLEGE INTERNSHIP PROGRAM. FILOLI OFFERS DAILY TALKS TO VISITORS ON A VARIETY OF TOPICS THAT CHANGE THROUGHOUT THE YEAR, INCLUDING HORTICULTURE, COLLECTIONS, ARCHITECTURE AND NATURE. FILOLI ALSO SHARES LEARNING OPPORTUNITIES WITH THE COMMUNITY THROUGH BLOGS AND SOCIAL MEDIA POSTS. PRESERVATION/HOUSE AND COLLECTION: THIS HISTORIC ESTATE WAS BUILT IN 1915-1917 AND REMAINS ONE OF THE ONLY CONTINUOUSLY OPERATING COUNTRY ESTATES IN CALIFORNIA.FILOLI MAINTAINS A FULL EXHIBIT OF PERIOD PIECES WHICH ARE DISPLAYED THROUGHOUT THE FIRST FLOOR OF THE 54,000 SQUARE FOOT 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. FILOLI BECAME AN ACCREDITED MUSEUM BY THE AMERICAN ALLIANCE OF MUSEUMS IN 2021 AND ADHERES TO THE COLLECTIONS MANAGEMENT AND OTHER STANDARDS AS REQUIRED. 7517058 0 8312218 15440761 1 1 0 1 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 115 0 1 177 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 27 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X BRANDON CAMPER 6503648300 86 CANADA ROAD WOODSIDE CA 94062 KARA NEWPORT PRESIDENT & CEO 40.00 X X 531066 0 59017 DAVID WESSEL BOARD CHAIR 2.00 X X 0 0 0 CAROL MORAN PAST BOARD CHAIR 2.00 X X 0 0 0 SYDNEY SI NING LEUNG VICE CHAIR 2.00 X X 0 0 0 SAPNA MARFATIA SECRETARY 2.00 X X 0 0 0 BOB NIBBI TREASURER 2.00 X X 0 0 0 ALAN ZAFRAN DIRECTOR 1.00 X 0 0 0 ARIVU RAMASAMY DIRECTOR 1.00 X 0 0 0 BARRY WELLINS DIRECTOR 1.00 X 0 0 0 BRIAN BYRD DIRECTOR 1.00 X 0 0 0 CAROLYN DALEY DIRECTOR 1.00 X 0 0 0 DAVID WOLLENBERG DIRECTOR 1.00 X 0 0 0 DEBORAH HUSSEY FREELAND DIRECTOR 1.00 X 0 0 0 DI GAO DIRECTOR 1.00 X 0 0 0 DONNA COLSON DIRECTOR 1.00 X 0 0 0 GUILLERMO VIVEROS DIRECTOR 1.00 X 0 0 0 JOYCE HAMMEL DIRECTOR 1.00 X 0 0 0 KARYL MATSUMOTO DIRECTOR 1.00 X 0 0 0 KRISTEN VAN DAM DIRECTOR 1.00 X 0 0 0 LAUREN FOSTER DIRECTOR 1.00 X 0 0 0 MARTIN YAN DIRECTOR 1.00 X 0 0 0 MARYLES CASTO DIRECTOR 1.00 X 0 0 0 MATTHEW WORBY DIRECTOR 1.00 X 0 0 0 MELISSA LOPEZ DIRECTOR 1.00 X 0 0 0 MICHELLE TAITE DIRECTOR 1.00 X 0 0 0 NANCY YOUNG DIRECTOR 1.00 X 0 0 0 PULIN SANGHVI DIRECTOR 1.00 X 0 0 0 RONALD PEYTON DIRECTOR 1.00 X 0 0 0 TAYLOR GLATT INTERGENERATIONAL BOARD ADVISOR 1.00 X 0 0 0 ALEXANDER FERNANDEZ CHIEF OPERATING OFFICER 40.00 X 255182 0 72358 DAVEY BARRETT CHIEF EXPERIENCE OFFICER 40.00 X 226254 0 24709 SUSAN O'SULLIVAN CHIEF EXTERNAL RELATIONS OFFICER 40.00 X 175843 0 10551 NOVA MALDONADO CHIEF OF STAFF 40.00 X 160052 0 10332 TONY HUEY CFO (THRU 12/30/24) 40.00 X 307212 0 25171 CHRISTOPHER HIRANO MAJOR GIFTS OFFICER 40.00 X 191022 0 12231 PAUL THOMAS DIRECTOR OF FACILITIES 40.00 X 148221 0 60531 JAMES SALYARDS DIRECTOR OF HORTICULTURE 40.00 X 148043 0 45211 PRIYA YADAV DIRECTOR OF PEOPLE OPERATIONS 40.00 X 154208 0 9981 2297103 0 330092 19 0 1 0 NOBLE STUDIOS 50 W LIBERTY ST SUITE 800 RENO NV 89501 MARKETING AND MEDIA CONSULTING 613705 ROYAL CLEANING AGENCY 2449 CENTENNIAL LANE HAYWARD CA 945414471 JANITORIAL SERVICES 578694 BRAGATO PAVING COMPANY 500 BRAGATO ROAD SAN CARLOS CA 94070 PAVING SERVICES 440910 BAYSIDE PRINTED PRODUCTS 430 N CANAL STREET UNIT 9 SOUTH SAN FRANCISCO CA 94080 PRINTING AND MAILING SERVICES 346254 PRESERVATION ARTS LLC 743 47TH STREET SUITE 102 OAKLAND CA 94309 CONSERVATION SERVICES 340032 23 286926 4194294 154212 4481220 PROGRAMS AND BENEFITS 561499 12155347 12155347 MEMBERSHIP DUES 561499 3298856 3298856 15454203 1057816 1057816 123997 14738 109259 109259 109259 1971103 1899834 71269 71269 71269 61080 286926 196217 -135137 -135137 3058025 1267433 1790592 1790592 DEACESSION OF MUSEUM O 900099 38197 38197 MISC INCOME 900099 31951 31951 CAFE COMMISSION INCOME 900099 15917 15917 86065 22915287 17330860 0 1103207 1944399 928620 724885 290894 7735851 6236018 976814 523019 350729 230755 83523 36451 542659 507392 5676 29591 713391 547616 106358 59417 30836 30836 47400 47400 75000 75000 152513 152513 1006500 658634 238795 109071 1545860 197109 1302429 46322 113758 41824 59723 12211 541493 416838 81002 43653 2086502 1797610 228166 60726 137569 105022 24072 8475 167085 100170 51338 15577 688007 584806 103201 235473 175801 53757 5915 PROGRAMS & MEMB BENEFIT 1507823 1401687 72020 34116 BANK & CREDIT CARD PROC 574992 549947 7417 17628 GARDEN SUPPLIES & SVCS 551101 551101 EQUIPMENT RENTAL AND PU 278844 243502 29743 5599 207457 91309 54094 62054 21235242 15440761 4281249 1513232 6205382 8396338 4917347 2100794 0 2121702 233314 284457 359468 577510 468951 684139 18015292 9386587 7555215 8628705 8661520 8114976 84666 325765 28485863 31234386 2204603 2890138 937813 894015 3142416 3784153 X 24397382 24192584 946065 3257649 25343447 27450233 28485863 31234386 1680045 426741 0 X 0 1 X 1 0 X 1370018 1661298 2288367 1933673 4481220 11734576 5305841 9906790 11911184 15382041 18598293 61104149 6675859 11568088 14199551 17315714 23079513 72838725 157660 153180 155288 146480 1669880 2282488 0 157660 153180 155288 146480 1669880 2282488 70556237 174157 1805658 1081602 554679 1181813 4797909 174157 1805658 1081602 554679 1181813 4797909 31460 55205 138060 97650 61080 383455 6881476 13428951 15419213 17968043 24322406 78020089 0.90430 0.92280 0.06150 0.05940 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2020 AMOUNT: $ 31,460. 2021 AMOUNT: $ 55,205. 2022 AMOUNT: $ 138,060. 2023 AMOUNT: $ 97,650. 2024 AMOUNT: $ 61,080. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 77281 0 0 77281 0 FORM 990, SCHEDULE C, PART II-B, LINE 1: FILOLI CENTER'S LOBBYING ACTIVITIES ARE LIMITED IN SCOPE AND CONSIST EXCLUSIVELY OF NON-POLITICAL ADVOCACY AT THE STATE LEVEL ON MATTERS DIRECTLY RELATED TO THE ORGANIZATION'S MISSION. NO LOBBYING ACTIVITIES WERE CONDUCTED IN CONNECTION WITH ANY POLITICAL CAMPAIGN OR CANDIDATE FOR PUBLIC OFFICE. X X X 0 551844 551844 14251700 8045491 6206209 2086662 1089354 997308 1125086 251742 873344 8628705 X 23693164 426741 140179 566920 23126244 -210957 -210957 22915287 21568546 140179 193125 333304 21235242 0 21235242 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, 2024 AND 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE -196,219. RENTAL EXPENSES NETTED WITH REVENUE -14,738. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE 196,219. RENTAL EXPENSES NETTED WITH REVENUE 14,738. LOSS ON DISPOSAL OF ASSETS -17,832. X X X X X X X 1 GRENZEBACH GLIER & ASSOCIATES INC 200 MICHIGAN AVENUE SUITE 2100 CHICAGO IL 60604 CAMPAIGN COUNSEL 0 0 1998 -1998 HURON CONSULTING GROUP INC 550 W VAN BURN STREET CHICAGO IL 60607 CAMPAIGN COUNSEL 0 0 150515 -150515 152513 -152513 CA SUMMER SOLSTICE 89650 72730 16920 4044 37848 5048 7846 GALA 175356 147706 27650 24450 37325 14336 13406 1 83000 66490 16510 10825 26685 4926 9478 348006 286926 61080 39319 101858 24310 30730 196217 -135137 X X 1 1 X X X 0 0 0 0 0 0 0 0 0 KARA NEWPORT PRESIDENT & CEO 300790 0 230000 0 276 0 20700 0 38317 0 590083 0 0 0 TONY HUEY CFO (THRU 12/30/24) 285688 0 20000 0 1524 0 18577 0 6594 0 332383 0 0 0 ALEXANDER FERNANDEZ CHIEF OPERATING OFFICER 239666 0 15000 0 516 0 13169 0 59189 0 327540 0 0 0 DAVEY BARRETT CHIEF EXPERIENCE OFFICER 206134 0 20000 0 120 0 13666 0 11043 0 250963 0 0 0 PAUL THOMAS DIRECTOR OF FACILITIES 143139 0 5000 0 82 0 0 0 60531 0 208752 0 0 0 CHRISTOPHER HIRANO MAJOR GIFTS OFFICER 175506 0 15000 0 516 0 11502 0 729 0 203253 0 0 0 JAMES SALYARDS DIRECTOR OF HORTICULTURE 142701 0 5000 0 342 0 7290 0 37921 0 193254 0 0 0 SUSAN O'SULLIVAN CHIEF EXTERNAL RELATIONS OFFICER 160114 0 15000 0 729 0 10551 0 0 0 186394 0 0 0 NOVA MALDONADO CHIEF OF STAFF 154950 0 5000 0 102 0 9603 0 729 0 170384 0 0 0 PRIYA YADAV DIRECTOR OF PEOPLE OPERATIONS 149090 0 5000 0 118 0 9252 0 729 0 164189 0 0 0 PART I, LINE 1A TRAVEL BENEFIT WAS PROVIDED TO THE PRESIDENT TO COVER COSTS OF SPOUSAL PARTICIPATION IN EVENTS WHEN THE SPOUSE'S PRESENCE SERVED A BONAFIDE BUSINESS PURPOSE. THE AMOUNT OF NONTAXABLE BENEFIT WAS $5,056 IN CALENDAR YEAR 2024. RESIDENCE ON PROPERTY IS PROVIDED TO THREE EMPLOYEES AT A REDUCED RENT RATE: - 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 RESIDENCE WAS $38,686. - THE DIRECTOR OF HORTICULTURE IS REQUIRED TO LIVE ON PROPERTY TO PROVIDE OVERSIGHT AND CARE OF THE HISTORIC GARDEN. THE NONTAXABLE VALUE OF SUCH RESIDENCE WAS $24,277. - THE DIRECTOR OF FACILITIES 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 RESIDENCE WAS $35,193. SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 178510 HOUSING RESTORATION SERVICES 0 X 149772 FMV X WINE 2 4440 FMV 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF ITEMS DONATED. FORM 990, PART I, LINE 6: 1. 686 SERVICE LEARNING VOLUNTEERS: FILOLI OFFERS A SERVICE LEARNING PROGRAM TO ENGAGE THE COMMUNITY IN PROJECTS THAT NOT ONLY PROVIDE A SERVICE TO FILOLI BUT PRIORITIZE A LEARNING COMPONENT FOR ITS PARTICIPANTS. ANYONE IS WELCOME TO PARTICIPATE IN THESE SERVICE LEARNING PROJECT DAYS. EXAMPLES OF SERVICE LEARNING PROJECTS INCLUDE MULCHING AND CLEANING THE GARDEN, ASSISTING IN HOLIDAY PROJECTS, HARVESTING FRUIT IN THE ORCHARD. 2. 28 BOARD MEMBERS AND 1 NATIONAL TRUST REPRESENTATIVE COMPRISED OF INDIVIDUALS THAT ARE COMMITTED TO THE FILOLI'S MISSION. THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR THE GOVERNANCE AND SUPPORT OF FILOLI. FORM 990, PART I, LINE 8: DURING THE 2024 TAX YEAR, FILOLI CENTER EMBARKED UPON A MULTI-YEAR CAPITAL CAMPAIGN. IN ACCORDANCE WITH GAAP, ALL MULTI-YEAR PLEDGES ARE RECORDED AS CONTRIBUTIONS IN THE YEAR COMMITTED AND ARE REFLECTED IN THE FINANCIAL STATEMENTS AND FORM 990. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT (PRESIDENT & CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER) REVIEWED THE FORM 990 PROVIDED BY THE TAX PREPARING FIRM. UPON SATISFACTION THE TAX PREPARING FIRM PRESENTED FORM 990 TO THE BOARD AUDIT COMMITTEE IN A LIVE MEETING. UPON THE AUDIT COMMITTEE'S REVIEW, IT DID NOT FIND ANYTHING UNUSUAL. 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 OF 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 BY THE FINANCE COMMITTEE WHO PROVIDES ITS RECOMMENDATION TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. 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 SEC. 6104(D). FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.