2024-05-14T16:18:17-05:00 2023-06-30 941585562 PISENTI & BRINKER LLP 201 FIRST STREET SUITE 208 PETALUMA CA 94952 990 2022-07-01 941262984 NORTH COAST BUILDERS EXCHANGE INC NORT 7075429502 1030 APOLLO WAY SANTA ROSA CA 95407 ROBERT CANTU PRESIDENT 7075429502 2024-05-03 1 ROBERT CANTU 999009999 1 ALICIA CERRUTI P01247967 7077629900 2024-05-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA WITTKE SCHAFFNER 1030 APOLLO WAY SANTA ROSA CA 95407 866557 0 X WWW.NCBEONLINE.COM X 1954 CA FUNDS RAISED THROUGH MEMBERSHIP DUES ALLOWS THE ORGANIZATION TO PROVIDE MEMBERS WITH INDUSTRY INFORMATION REGARDING CONSTRUCTION PROJECTS GOING TO BID, PLANS AND SPECIFICATIONS RELATING TO PROJECTS AND ON-GOING SAFETY PROGRAMS. PLAN ROOMS ARE AVAILABLE FOR ESTIMATING PURPOSES AS WELL AS ANY ADDITIONAL INFORMATION OBTAINABLE AFFECTING OR RELATING TO THE CONSTRUCTION INDUSTRY. 21 21 0 40 89163 0 0 0 673835 656234 12285 12375 128484 107779 814604 776388 0 0 0 0 0 0 0 0 0 872627 927524 872627 927524 -58023 -151136 4262391 4031020 62045 270206 4200346 3760814 X FUNDS RAISED THROUGH MEMBERSHIP DUES ALLOWS THE ORGANIZATION TO PROVIDE MEMBERS WITH INDUSTRY INFORMATION REGARDING CONSTRUCTION PROJECTS GOING TO BID, PLANS AND SPECIFICATIONS RELATING TO PROJECTS AND ON-GOING SAFETY PROGRAMS. PLAN ROOMS ARE AVAILABLE FOR ESTIMATING PURPOSES AS WELL AS ANY ADDITIONAL INFORMATION OBTAINABLE AFFECTING OR RELATING TO THE CONSTRUCTION INDUSTRY. 0 0 PROVIDED INDUSTRY INFORMATION REGARDING PROJECTS GOING TO BID, PROJECT PLAN SPECIFICATIONS, AND CONSTRUCTION CONFERENCES AND SEMINARS FOR INDUSTRY RELATED SUBJECTS SUCH AS FINANCIAL MANAGEMENT, PROJECT MANAGEMENT, CONSTRUCTION LAW, AND SAFETY ISSUES. THE NORTH BAY CONSTRUCTION CORPS (NBCC) IS AN AFTER-SCHOOL, 5-MONTH BASIC CONSTRUCTION TRAINING PROGRAM FOR SENIORS IN THEIR LAST SEMESTER OF HIGH SCHOOL. CLASSES ARE TAUGHT BY LOCAL CONTRACTORS AND CONSTRUCTION MANAGERS. PARTICIPANTS ARE INTRODUCED TO A VARIETY OF TRADES AND EARN CERTIFICATIONS IN FORKLIFT AND SCISSOR LIFT OPERATION, PERSONAL PROTECTIVE EQUIPMENT AND CPR/FIRST AID. SUCCESSFUL STUDENTS ARE INTERVIEWED FOR JOBS. CONNECTED MEMBER CONTRACTORS WITH GOVERNMENT OFFICIALS AND ELECTED LEADERS TO DISCUSS PROCESS, STREAMLINING APPROVALS, AND COMMUNITY GOALS. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 0 0 1 0 0 0 0 CA X CONTROLLER 7075429502 1030 APOLLO WAY SANTA ROSA CA 95407 ROBERT CANTU PRESIDENT 3.00 1.00 X X 0 0 0 LARRY RICHMOND 1ST VICE PRESIDENT 3.00 1.00 X X 0 0 0 TONY SIMMONS 2ND VICE PRESIDENT 3.00 1.00 X X 0 0 0 AMY CHRISTOPHERSON BOLTEN SECRETARY/TREASURER 3.00 1.00 X X 0 0 0 WES BARRY DIRECTOR 3.00 X 0 0 0 MIKE BEHLER PAST PRESIDENT 3.00 1.00 X X 0 0 0 MARK BORGHESANI DIRECTOR 3.00 X 0 0 0 TOM BOYLAN DIRECTOR 3.00 X 0 0 0 GEOFF COLEMAN DIRECTOR 3.00 X 0 0 0 DAN GALVIN DIRECTOR 3.00 X 0 0 0 CLAY GREEN DIRECTOR 3.00 X 0 0 0 DOUG HAMILTON DIRECTOR 3.00 X 0 0 0 KEN KREISCHER DIRECTOR 3.00 X 0 0 0 JEFF SCOTT DIRECTOR 3.00 X 0 0 0 REBECCA URIBE DIRECTOR 3.00 X 0 0 0 BRETT WILMES DIRECTOR 3.00 X 0 0 0 PAUL YEOMANS DIRECTOR 3.00 X 0 0 0 ERIC ZIEDRICH DIRECTOR 3.00 X 0 0 0 TOM SWEGLE DIRECTOR 3.00 X 0 0 0 LISA FREEDMAN DIRECTOR 3.00 X 0 0 0 BRUCE BAGGENSTOS DIRECTOR 3.00 X 0 0 0 LISA WITTKE SCHAFFNER CHIEF EXECUTIVE OFFICER 10.00 40.00 X 0 193090 17698 0 193090 17698 0 0 1 0 0 MEMBERSHIP DUES 900099 656234 656234 656234 12375 12375 89163 89163 108785 90169 18616 18616 18616 776388 656234 89163 30991 582500 22525 13506 51963 106240 13519 172 56897 7023 PROJECTS, PARTNERSHIPS, 37858 MEMBERSHIP AND ASSOCIAT 32310 OTHER EXPENSE 1750 TAXES AND LICENSE FEES 1261 927524 335305 235309 501576 503676 10539 44296 488624 5693 10267 4407648 1429705 2770654 2977943 150000 0 0 259529 4262391 4031020 1198 119746 99039 60847 51421 62045 270206 X 4200346 3760814 4200346 3760814 4262391 4031020 X -151136 -288396 X X 1 X 0 1 0 THE NORTHCOAST CITIZENS FOR A BETTER ECONOMY PO BOX 8070 SANTA ROSA CA 95407 941262984 0 0 0 656234 32812 -32812 PART I-A, LINE 1: THE ORGANIZATION ADVOCATES FOR POLITICAL CANDIDATES AND LEGISLATIVE ISSUES IMPORTANT TO ITS MEMBERSHIP BASE AND TO THE LOCAL CONSTRUCTION AND CONTRACTING INDUSTRY. POLITICAL ACTIVITY OF THE ORGANIZATION CONSISTS OF THE FOLLOWING: THE ORGANIZATION ENGAGES IN BOTH DIRECT AND INDIRECT (GRASSROOTS) LOBBYING. DIRECT LOBBYING IS PRIMARILY MANAGEMENT AND CERTAIN MEMBERS OF THE BOARD OF DIRECTORS ADVOCATING DIRECTLY WITH LOCAL ELECTED OFFICIALS IN ATTEMPTS TO INFLUENCE LEGISLATION. INDIRECT (GRASSROOTS) LOBBYING CONSISTS PRIMARILY OF PUBLICIZING THE ORGANIZATION'S ENDORSEMENTS FOR LOCAL POLITICAL OFFICE AND BALLOT MEASURES. ENDORSEMENTS ARE PRIMARILY PUBLICIZED THROUGH THE ORGANIZATION'S WEEKLY NEWSLETTERS, DURING MEMBERSHIP MEETINGS, AND ON SOCIAL MEDIA. ENDORSEMENTS ARE MADE BY THE ORGANIZATION AFTER INTERVIEWS WITH CANDIDATES FOR PUBLIC OFFICE PERFORMED BY THE ORGANIZATION'S MANAGEMENT AND BOARD MEMBERS. ADDITIONALLY, THE ORGANIZATION HAS ESTABLISHED A POLITICAL ACTION COMMITTEE TREATED AS A SEPARATE SEGREGATED FUND. THE PAC IS FUNDED SOLELY BY VOLUNTARY MEMBER CONTRIBUTIONS COLLECTED AT THE TIME OF MEMBERSHIP RENEWAL AND PROMPTLY AND DIRECTLY TRANSFERRED TO THE PAC. THE PAC MAKES CONTRIBUTIONS TO CANDIDATES FOR LOCAL POLITICAL OFFICE AND TO LOCAL BALLOT MEASURES. NO OPERATING FUNDS OF THE ORGANIZATION ARE USED TO FUND THE PAC. ALL CONTRIBUTIONS ARE SOLICITED SPECIFICALLY FOR THE PAC. 901674 901674 2886369 1075801 1810568 182652 3350 179302 436953 350554 86399 2977943 NCBE DUE TO COMMUNITY FUND 77529 NCBE DEFERRED TAX ASSETS 182000 259529 DUE TO RELATED PARTIES 25980 DUE TO POLITICAL ACTION COMMITTEE 24366 TENANT DEPOSITS 1075 51421 X PART X, LINE 2: THE ORGANIZATION IS SUBJECT TO, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, UNDER ASC 740, INCOME TAXES. ASC 740 REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S TAX RETURNS AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS THAT DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THE ORGANIZATION DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTES OF LIMITATIONS ON THOSE TAX RETURNS. IN GENERAL, FEDERAL INCOME TAX RETURNS HAVE A THREE-YEAR STATUTE OF LIMITATIONS, AND STATE INCOME TAX RETURNS HAVE A FOUR-YEAR STATUTE OF LIMITATIONS. 0 0 0 LISA WITTKE SCHAFFNER CHIEF EXECUTIVE OFFICER 0 192075 0 1015 0 0 0 0 0 17698 0 210788 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS COMPRISED OF MEMBERS FROM THE BUILDING INDUSTRY. FORM 990, PART VI, SECTION A, LINE 7A AT THE ANNUAL GENERAL MEETING, THE MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURNS ARE REVIEWED BY THE CONTROLLER AND A DIRECTOR PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 13 A WHISTLEBLOWER POLICY WAS ADOPTED IN FEBRUARY 2023. IT IS INCLUDED IN THE EMPLOYEE HANDBOOK. FORM 990, PART VI, SECTION B, LINE 14 THE ORGANIZATION WAS IN THE PROCESS OF ADOPTING A DOCUMENT RETENTION AND DESTRUCTION POLICY DURING THE FISCAL YEAR. IT WAS APPROVED IN NOVEMBER 2023. FORM 990, PART XI, LINE 9: CONSOLIDATION CLOSEOUT ADJUSTMENT -288,396. NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND 1030 APOLLO WAY SANTA ROSA CA 95407 680454441 EDUCATION GRANTS CA 501(C)(3) LINE 7 N/A 0 BEAMS INC PO BOX 8070 SANTA ROSA CA 95407 680244529 ADMINISTRATION CA NORTH COAST BUILDERS EXCHANGE INC C -81815 1.00000 1 NORTH BAY BUILDERS EXCHANGES INC HEALTH & WELFARE PLAN 660 LAS GALLINAS AVE SAN RAFAEL CA 94903 454745482 HEALTH INSURANCE PLAN CA N/A T 0 1 0 0 1 1 0 0 0 0 1 0 0 1 1 1 1 0 0 0 BEAMS INC M 582500 CONTRACTED AGREEMENT BEAMS INC O 210788 W-2, OTHER BENEFITS BEAMS INC P 582500 CONTRACTED AGREEMENT NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND D 77529 NOTE RECEIVABLE