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Capital Region Family Businesscenter

EIN 20-8367513 · Carmichael, CA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthStrong93 out of 100GovernanceGood75 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$329,687
Spending
$321,559
Spent on programs
84%
Reserves
8.9 months of spending
Largest source of income
fees for its services, 98%
Employees
0
Volunteers
11

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Strong: 93 out of 100. Higher than 78% of charities in its peer group (community improvement, $250k to $1m).

  • Reserves

    28 of 35

    Spendable reserves would cover 8.9 months of spending.

  • Debt

    20 of 20

    It owes 0% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 2% of income.

  • Income trend

    15 of 15

    Income rose 44% on the year before.

  • Spending floor

    15 of 15

    84% of spending went to programs.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Good: 75 out of 100. Higher than 47% of charities in its peer group (community improvement, $250k to $1m).

  • Independent board

    25 of 25

    9 of 9 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Independent check of accounts

    6 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (2)
  1. $124,923 spent. MAJOR EVENTS: TO ASSIST FAMILY BUSINESSES IN MEETING THEIR UNIQUE CHALLENGES AND TO BE A RESOURCE FOR ISSUES RELATED TO FAMILY BUSINESSES. THIS WAS AND WILL CONTINUE TO BE ACHIEVED THROUGH THE SPONSORSHIP OF WORKSHOPS, PODCASTS, LECTURES, SEMINARS, AND SPECIAL FACILITATED ROUND TABLE DISCUSSION GROUPS.
  2. $144,804 spent. GENERATIONS CONFERENCE: AN INTERACTIVE EVENT WITH LEADING FAMILY BUSINESS EXPERTS FOCUSING ON NEXT-GENERATION FAMILY BUSINESS LEADERSHIP DEVELOPMENT. THE CONFERENCE IS IDEAL FOR FAMILY AND NON-FAMILY MANAGEMENT TEAM MEMBERS, FAMILY OWNERS NOT WORKING IN THE BUSINESS, BOARD MEMBERS OF FAMILY BUSINESSES, AND THE NEXT GENERATION. THERE WILL BE SPECIFIC CONTENT AND PROGRAMS FOR ALL PARTICIPANTS. THE CONFERENCE IS DESIGNED TO FACILITATE CONVERSATION ON IMPORTANT FAMILY BUSINESS ISSUES AMONG GENERATIONS AND FOCUS ON EVERY ASPECT OF RUNNING AND TRANSITIONING A SUCCESSFUL FAMILY BUSINESS.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since March 2009.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.