2024-11-11T08:19:42-06:00 2023-12-31 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2023-01-01 942331973 ASSOCIATED BUILDERS AND CONTRACTORS NORTHERN CALIFORNIA CHAPTER ASSO 9254741300 4577 LAS POSITAS ROAD NOC LIVERMORE CA 94551 JOHN MORRIS PRESIDENT 9254741300 2024-11-08 1 0 JANE COLEMAN P01391236 8586271400 2023 2024-10-15 13:58:12Z JOHN MORRIS 4577 LAS POSITAS ROAD NOC LIVERMORE CA 94551 3959339 0 X WWW.ABCNORCAL.ORG X 1976 CA TO PROMOTE FREE ENTERPRISE BY ADVANCING THE MERIT SHOP PHILOSOPHY IN THE CONSTRUCTION INDUSTRY. 14 14 47 14 0 0 0 0 3011484 3410648 12461 48440 4076 6918 3028021 3466006 0 0 0 0 1500163 1666872 0 0 0 1395853 1782183 2896016 3449055 132005 16951 5460133 5460221 2585076 2427591 2875057 3032630 TO PROMOTE FREE ENTERPRISE BY ADVANCING THE MERIT SHOP PHILOSOPHY IN THE CONSTRUCTION INDUSTRY THROUGH EDUCATION, ADVOCACY, AND BUSINESS SERVICES. 0 0 SEMINARS COVERING CONSTRUCTION-RELATED TOPICS ARE BEING PROVIDED FOR PROSPECTIVE MEMBERS, COMMUNITY PARTNERS, MEMBERS, AND MEMBER EMPLOYEES. CHAPTER MEETINGS ARE HELD PERIODICALLY TO CONDUCT ASSOCIATION BUSINESS AND PROVIDE MEMBERS WITH A NETWORKING OPPORTUNITY AND PROVIDE EDUCATIONAL OPPORTUNITIES THROUGH GUEST SPEAKERS. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 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 0 0 1 25 0 1 47 1 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 9254741300 4577 LAS POSITAS ROAD UNIT C LIVERMORE CA 94551 ANDREW VASKO DIRECTOR 1.00 X 0 0 0 BART BRUNO DIRECTOR 1.00 X 0 0 0 BRIAN ANDREW DIRECTOR 1.00 X 0 0 0 CHRISTIAN PELLECHIA DIRECTOR 1.00 X 0 0 0 CRAIG BRUECKNER SECRETARY 1.00 X X 0 0 0 DAN CHRISTOPHER DIRECTOR 1.00 X 0 0 0 GINO CELILLO TREASURER 1.00 X X 0 0 0 JARED COELHO DIRECTOR 1.00 X 0 0 0 JASON KINTNER MEMBERSHIP COMMITTEE CHAIR 1.00 X 0 0 0 JOSH WARD CHAIRMAN 1.00 X X 0 0 0 MARK KIRKES VICE CHAIRMAN 1.00 X X 0 0 0 RONALD HICKS PAST CHAIRMAN 1.00 X 0 0 0 RYAN HAGGERTY DIRECTOR 1.00 X 0 0 0 STEPHEN MCCUTCHEON DIRECTOR 1.00 X 0 0 0 DEBORAH MAUS PRESIDENT (THRU 7/2023) 26.00 14.00 X 81407 43834 12854 ANNE QUICK VP EDUCATION & OUTREACH 16.00 24.00 X 49550 71330 5208 DRUSILLA FLORES VP OF MEMBERSHIP & BUSINESS DEVELOPMENT 40.00 0.00 X 128095 0 15680 MATHEW ESTIPONA DIRECTOR OF GOVT AFFAIRS 40.00 0.00 X 104393 0 11090 MICHELE DAUGHERTY PRESIDENT (THRU 3/2022) 26.00 14.00 X 89140 47999 5340 452585 163163 50172 2 1 0 0 0 MEMBERSHIP DUES 541610 2100499 2100499 MEETINGS AND SEMINARS 721000 625231 625231 CAFSA INCOME 541610 429098 429098 MEMBER EVENTS 541610 170353 170353 APPRENTICE SPONSOR FEE 541610 85467 85467 3410648 81276 81276 6430 0 6430 6430 6430 460497 493333 -32836 -32836 -32836 488 488 488 3466006 3410648 0 55358 89762 1310919 37707 125805 102679 15044 69974 5145 14425 45646 105485 77182 53300 26988 19154 16363 25034 ABC - NATIONAL DUES 449247 MEMBER TRAINING 266647 ABC - CA DUES 221650 MEMBER EVENTS/SERVICES 164170 206729 3449055 1021720 1486233 1237878 512203 1280413 1371984 379129 393948 141599 104720 43548 36879 1477617 1630844 19828 28130 5460133 5460221 367733 147051 1906710 1846191 14207 12374 296426 421975 2585076 2427591 X 2875057 3032630 2875057 3032630 5460133 5460221 16951 134528 6094 0 X 0 1 X 1 0 ASSOCIATED BUILDERS AND CONTRACTORS NORTHERN CALIFORNIA PAC 4577 LAS POSITAS ROAD UNIT C LIVERMORE CA 94551 680216759 245001 COALITION FOR JOBS AND AFFORDABLE HOUSING ISSUES PAC 4577 LAS POSITAS ROAD UNIT C LIVERMORE CA 94551 901493460 22300 0 0 0 2367800 604396 604396 710340 -105944 PART I-A, LINE 1 ABC NORCAL SERVED AS A PASS-THRU FOR PAC (POLITICAL ACTION COMMITTIEE/ISSUE ADVOCACY). THE FUNDS WERE COLLECTED DURING THE MEMBERSHIP RENEWAL PROCESS. FUNDS COLLECTED WERE REMITTED TO THE RESPECTIVE ENTITIES. 116840 88566 28274 24759 16154 8605 36879 DUES AND PAC PAYABLE 404451 DEFERRED RENT 17500 RELATED PARTY PAYABLE 24 421975 X 3600534 134528 134528 3466006 0 3466006 3449055 0 3449055 0 3449055 PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND SECTION 23701(E) OF THE CALIFORNIA REVENUE AND TAXATION CODE AND, THEREFORE, IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ONLY ON NON-EXEMPT MONIES EARNED. THERE ARE NO SIGNIFICANT DIFFERENCES BETWEEN FINANCIAL AND TAX REPORTING. THE ORGANIZATION FILES TAX RETURNS EXEMPT FROM INCOME TAX IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. THE ORGANIZATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH IT DOES NOT HAVE UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2023 AND 2022, AND DOES NOT EXPECT THIS TO CHANGE SIGNIFICANTLY OVER THE NEXT TWELVE MONTHS. X X 1 0 0 MICHELE DAUGHERTY PRESIDENT (THRU 3/2022) 89140 47999 0 0 0 0 3471 1869 0 0 92611 49868 0 0 PART I, LINE 4A DEBORAH MAUS, PRESIDENT, RECEIVED SEVERANCE OF $7,500. FORM 990, PART VI, SECTION A, LINE 6 THERE SHALL BE THREE CLASSES OF MEMBERSHIP IN THIS CORPORATION - REGULAR MEMBERSHIP, LIFE MEMBERSHIP, AND LOCAL CHAPTER ONLY MEMBERSHIP, DEFINED AS FOLLOWS: 1) REGULAR MEMBER IS A SOLE PROPRIETORSHIP, PARTNERSHIP, OR CORPORATION PAYING DUES TO THE CORPORATION; 2) LIFE MEMBER IS AN INDIVIDUAL RETIRED FROM AN ACTIVE ROLE IN THE INDUSTRY WHO WISHES TO CONTINUE TO PARTICIPATE IN FURTHERING THE OBJECTIVE, PURPOSES AND PROGRAMS OF THE CHAPTER. A LIFE MEMBER MUST HAVE CONTRIBUTED AN OUTSTANDING SERVICE TO THE CHAPTER AND BE RECOMMENDED TO THE NATIONAL BOARD OF DIRECTORS FOR APPROVAL AS A LIFE MEMBER BY THE CHAPTER BOARD OF DIRECTORS. 3) LOCAL CHAPTER ONLY MEMBER IS A REGULAR MEMBER OF ANOTHER CHAPTER, WHO BECOMES A MEMBER UNDER THE SAME NAME IN THIS CHAPTER, FOR THE PURPOSE OF RECEIVING CHAPTER SERVICES DUES OR FEES FOR CHAPTER ONLY. MEMBERSHIP SHALL BE DETERMINED BY THE CHAPTER BOARD OF DIRECTORS. IN THE EVENT THAT THE BOARD OF DIRECTORS INTEND TO DISTRIBUTE ANY REMAINING FUNDS TO ITS MEMBERS UPON DISSOLUTION, SUCH FUNDS SHALL BE DISTRIBUTED ONLY TO ITS MEMBERS WHO HAVE PAID IN FULL ALL MEMBERSHIP DUES AND ARREARAGES AND ARE OTHERWISE IN GOOD STANDING. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ENTITLED TO NOTICE OF ANY MEETING OR TO VOTE AT ANY SUCH MEETING SHALL BE ONLY PERSONS IN WHOSE NAME MEMBERSHIPS STAND ON THE RECORDS OF THE CORPORATION. ON THE RECORD DATE FOR NOTICE DETERMINED IN ACCORDANCE WITH SECTIONS A AND I OF ARTICLE IV EACH MEMBER ENTITLED TO VOTE AT AN ELECTION OF OFFICERS AND/OR DIRECTORS SHALL BE ENTITLED TO ONE (1) VOTE FOR EACH OFFICE. FORM 990, PART VI, SECTION A, LINE 7B A DIRECTOR MAY BE REMOVED WITHOUT CAUSE IF SUCH REMOVAL IS APPROVED BY THE MEMBERS THROUGH THE AFFIRMATIVE VOTE OF A MAJORITY OF THE VOTES REPRESENTED AND VOTING AT A DULY HELD MEETING AT WHICH A QUORUM IS PRESENT. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED. UPON DELIVERY OF THE TAX RETURN, THE BOARD MEMBERS DISCUSS ANY QUESTIONS OR COMMENTS THEY MAY HAVE ON THE 990 WITH THE PREPARER OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AT A MINIMUM YEARLY IN THE BOARD OF DIRECTORS MEETING. IF A CONFLICT ARISES, THE PERSON WITH THE CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ABC NCC EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE PERFORMANCE AND COMPENSATION OF THE ORGANIZATION PRESIDENT/CEO AND VICE PRESIDENT. THIS IS A FORMAL WRITTEN EVALUATION REVIEWING GOALS AND OBJECTIVES FOR THE PRECEDING YEAR. IN ADDITION TO ANNUAL COMPENSATION REVIEW, THE NCC EXECUTIVE COMMITTEE HAS ACCESS TO THE ABC NATIONAL COMPENSATION STUDY AS WELL AS VARIOUS OTHER SALARY SURVEYS AND INFORMATION FOR SIMILAR POSITIONS IN THE GEOGRAPHIC AREA. ELECTED OFFICERS OF THE ORGANIZATION DO NOT RECEIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON REQUEST. ASSOCIATED BUILDERS AND CONTRACTORS TRAINING TRUST FUND 4577 LAS POSITAS ROAD UNIT C LIVERMORE CA 94551 900169609 TO SPONSOR APPRENTICESHIP AND TRAINING PROGRAMS IN THE CONSTRUCTION INDUSTRY CA 501(C)(5) 1 ASSOCIATED BUILDERS AND CONTRACTORS BENEFIT TRUST FUND 4577 LAS POSITAS ROAD UNIT C LIVERMORE CA 94551 943378739 THE BENEFIT TRUST FUND OFFERS HEALTH BENEFITS TO MEMBERS CA 501(C)(9) 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1 ASSOCIATED BUILDERS AND CONTRACTORS BENEFIT TRUST FUND Q 109997 FMV ASSOCIATED BUILDERS AND CONTRACTORS TRAINING TRUST FUND Q 1701699 FMV