2024-05-15T12:37:36-05:00 2023-06-30 941585562 PISENTI & BRINKER LLP 201 FIRST STREET SUITE 208 PETALUMA CA 94952 990 2022-07-01 680454441 NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND NORT 7075429502 1030 APOLLO WAY SANTA ROSA CA 95407 ROBERT CANTU PRESIDENT 7075429502 2024-05-13 1 ROBERT CANTU 999009999 1 ALICIA CERRUTI P01247967 7077629900 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT CANTU 1030 APOLLO WAY SANTA ROSA CA 95407 349837 0 X N/A X 1954 CA NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND RAISES FUNDS FOR SCHOLARSHIPS AND GRANTS TO STUDENTS ATTENDING HIGHER EDUCATION. NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND BELIEVES IN DEVELOPING A STRONG AND EXPANDED LOCAL WORKFORCE BY CONDUCTING OUTREACH TO HIGH SCHOOLS AND ADVOCATING FOR INCREASED CAREER TECH TRAINING AND CAREER FAIRS TO HELP ENTER THE CONSTRUCTION INDUSTRY WORKFORCE. 5 5 0 30 0 0 84474 180003 0 0 30 66 23096 73099 107600 253168 22550 97618 0 0 0 0 5554 0 0 73678 167889 101782 265507 5818 -12339 124567 164765 81269 133806 43298 30959 THE FUND PROVIDES SCHOLARHIPS TO STUDENTS IN HIGHER EDUCATION. IT ALSO ASSISTS AND PREPARES HIGH SCHOOL STUDENTS THROUGH THE CHOICES EDUCATIONAL PROGRAM TO ENTER THE CONSTRUCTION INDUSTRY WORKFORCE. 0 0 242886 97618 253168 EDUCATIONAL SCHOLARSHIPS, GRANTS, AND OTHER EDUCATIONAL PROGRAMS INCLUDING CAREER TECH TRAINING AND CAREER FAIRS. 242886 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 CA X WES BARRY - TREASURER 7075429502 1030 APOLLO WAY SANTA ROSA CA 95407 ROBERT CANTU PRESIDENT 1.00 3.00 X X 0 0 0 LARRY RICHMOND 1ST VICE PRESIDENT 1.00 3.00 X X 0 0 0 TONY SIMMONS 2ND VICE PRESIDENT 1.00 3.00 X X 0 0 0 AMY CHRISTOPHERSON BOLTEN SECRETARY/TREASURER 1.00 3.00 X X 0 0 0 MIKE BEHLER PAST PRESIDENT 1.00 3.00 X 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 44000 101250 34753 180003 66 66 163018 44000 96549 66469 66469 6750 120 6630 6630 253168 0 0 73165 X 500 500 97118 97118 79153 59365 19788 2833 2833 51346 51346 3828 3828 6828 6828 PROGRAM SUPPLIES AND OT 23753 23753 AUTO EXPENSES 148 148 265507 242886 22621 0 76043 52434 47770 86351 754 0 0 25980 124567 164765 81269 56277 0 77529 81269 133806 X 0 0 0 0 43298 30959 43298 30959 124567 164765 -12339 0 X X 1 X 0 0 0 X 12375 23845 9200 84474 180003 309897 12375 23845 9200 84474 180003 309897 20556 289341 45 294 80 30 66 515 16407 12574 27282 23096 73099 152458 462870 0.62510 0.64860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM NCBE 25980 25980 DUE TO BEAMS 77529 77529 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. CRAB FEED 188313 44000 144313 15640 27113 34542 5690 GOLF TOURNAMENT 18705 18705 630 10586 1314 1034 207018 44000 163018 16270 37699 35856 6724 96549 66469 1 SCHOLARSHIP PROGRAM 24 37450 STUDENT STIPENDS 37 36293 TEACHER GRANTS 9 23375 PART I, LINE 2: 1. GRANT FUND UTILIZATION: GRANT FUNDS WILL BE UTILIZED IN ACCORDANCE WITH THE SCOPE OF WORK AND BUDGET INCLUDED IN THE GRANT PROPOSAL AND MEMORANDUM OF UNDERSTANDING/GRANT CONTRACT. 2. FINANCIAL MANAGEMENT: A. BUDGET TRACKING: - MAINTAIN ACCURATE RECORDS OF EXPENSES INCURRED USING GRANT FUNDS. THESE EXPENSES WILL BE TRACKED AGAINST THE APPROVED BUDGET ON A MONTHLY BASIS. B. EXPENSE DOCUMENTATION: - KEEP DETAILED DOCUMENTATION OF ALL EXPENSES, INCLUDING RECEIPTS, INVOICES, AND PAYMENT RECORDS. ENSURE THAT EXPENSES ARE PROPERLY CATEGORIZED/CODED AND SUPPORTED BY RELEVANT DOCUMENTATION. 3. PROGRESS REPORTING: PROVIDE REGULAR PROGRESS REPORTS TO THE FUNDING AGENCY AS OUTLINED IN THE GRANT AGREEMENT. 4. MONITORING AND EVALUATION: A. CONDUCT INTERNAL MONITORING AND EVALUATION OF PROJECT ACTIVITIES TO ENSURE ALIGNMENT WITH PROJECT GOALS AND OBJECTIVES. B. IDENTIFY AREAS FOR IMPROVEMENT AND TAKE CORRECTIVE ACTIONS AS NECESSARY TO ADDRESS CHALLENGES AND ENHANCE PROJECT OUTCOMES. 5. RECORD-KEEPING: KEEP RECORDS OF ALL PROJECT-RELATED ACTIVITIES AND FINANCIAL TRANSACTIONS RELATED TO THE GRANT. 0 0 0 0 0 0 0 0 0 LISA WITTKE SCHAFFNER CHIEF EXECUTIVE OFFICER 0 192075 0 1015 0 0 0 0 0 17698 0 210788 0 0 ASHLYN SIMMONS RELATIVE OF BOD 1ST VP 750 SCHOLARSHIP EDUCATIONE RENTO CANTU SON OF BOD PAST PRESIDENT 2000 SCHOLARSHIP EDUCATION SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND 1030 APOLLO WAY SANTA ROSA, CA 95407 EMPLOYER IDENTIFICATION NUMBER: 68-0454441 FOR THE YEAR ENDING JUNE 30, 2023 NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). 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 IX, LINE 11G PROGRAM COORDINATORS: PROGRAM SERVICE EXPENSES 51,346. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,346. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE TO THE OVERSIGHT OR SELECTION PROCESS FOR CHOOSING AN INDEPENDENT ACCOUNTANT. NORTH COAST BUILDERS EXCHANGE 1030 APOLLO WAY SANTA ROSA CA 95407 941262984 CONSTRUCTION INDUSTRY MANAGEMENT CA 501(C)(6) 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 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 BEAMS INC D 77529 NOTE PAYABLE BEAMS INC O 210788 W-2, OTHER BENEFITS