NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND (EIN 68-0454441)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202531359349313543
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T16:12:43-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331665734 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PISENTI & BRINKER MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST STREET SUITE 208 | AddressLine1Txt |
| City | PETALUMA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680454441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH COAST BUILDERS EXCHANGE | BusinessNameLine1Txt |
| Business Name Line2 | COMMUNITY FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 7075429502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 APOLLO WAY | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY SIMMONS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7075429502 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALICIA CERRUTI | PreparerPersonNm |
| PTIN | P01247967 | PTIN |
| Phone | 7077629900 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA WITTKE SCHAFFNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 APOLLO WAY | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $553,456 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $180,003 | PYContributionsGrantsAmt |
| CY Contributions Grants | $307,530 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,655 | CYInvestmentIncomeAmt |
| PY Other Revenue | $73,099 | PYOtherRevenueAmt |
| CY Other Revenue | $97,507 | CYOtherRevenueAmt |
| PY Total Revenue | $253,168 | PYTotalRevenueAmt |
| CY Total Revenue | $409,692 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $97,618 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $113,998 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $327 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $167,889 | PYOtherExpensesAmt |
| CY Other Expenses | $244,604 | CYOtherExpensesAmt |
| PY Total Expenses | $265,507 | PYTotalExpensesAmt |
| CY Total Expenses | $358,602 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,339 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $51,090 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $164,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $241,303 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $133,806 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $159,254 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,959 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $82,049 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $317,666 | ExpenseAmt |
| Grant | $113,998 | GrantAmt |
| Revenue | $409,692 | RevenueAmt |
| Desc | EDUCATIONAL SCHOLARSHIPS, GRANTS, AND OTHER EDUCATIONAL PROGRAMS INCLUDING CAREER TECH TRAINING AND CAREER FAIRS. 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. | Desc |
| Total Program Service Expenses | $317,666 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH LEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7075429502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 APOLLO WAY | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95407 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| DOUG HAMILTON | |||||||
| DIRECTOR | 0.30 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| LARRY RICHMOND | |||||||
| PRESIDENT | 0.30 | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TONY SIMMONS | |||||||
| 1ST VICE PRESIDENT | 0.30 | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AMY CHRISTOPHERSON BOLTEN | |||||||
| 2ND VICE PRESIDENT | 0.30 | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WES BARRY | |||||||
| SECRETARY/TREASURER | 0.30 | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT CANTU | |||||||
| PAST PRESIDENT | 0.30 | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KEN KREISCHER | |||||||
| DIRECTOR | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | |
| JEFF SCOTT | |||||||
| DIRECTOR | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | |
| DAN GALVIN | |||||||
| DIRECTOR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| NICOLE HUMBER | |||||||
| DIRECTOR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| AMANDA DEVEREUX | |||||||
| DIRECTOR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| BARBIE SIMPSON | |||||||
| DIRECTOR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| DUSTIN KIEFER | |||||||
| DIRECTOR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| GEOFF COLEMAN | |||||||
| DIRECTOR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MARK BORGHESANI | |||||||
| DIRECTOR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| CLAY GREEN | |||||||
| DIRECTOR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| BRUCE BAGGENSTOS | |||||||
| DIRECTOR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JILL ZIEDRICH | |||||||
| DIRECTOR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| PAUL YEOMANS | |||||||
| DIRECTOR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| TOM SWEGLE | |||||||
| DIRECTOR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| LISA FREEDMAN | |||||||
| DIRECTOR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| CANDACE RANIA | |||||||
| DIRECTOR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH LEE | |||||||
| CHIEF FINANCIAL OFFICER | 20.00 | 20.00 | $0 | $21,178 | $0 | Yes (X) | |
| LISA WITTKE SCHAFFNER | |||||||
| CHIEF EXECUTIVE OFFICER | 20.00 | 20.00 | $0 | $111,550 | $25,746 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $132,728 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,746 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $43,000 | FundraisingAmt |
| Government Grants | $122,045 | GovernmentGrantsAmt |
| All Other Contributions | $142,485 | AllOtherContributionsAmt |
| Total Contributions | $307,530 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,655 | TotalRevenueColumnAmt |
| Exclusion | $4,655 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $231,116 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $43,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $143,364 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,752 | TotalRevenueColumnAmt |
| Exclusion | $87,752 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $10,155 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $400 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,755 | TotalRevenueColumnAmt |
| Exclusion | $9,755 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $409,692 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $102,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,998 | TotalAmt |
| Program Services | $113,998 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,359 | TotalAmt |
| Program Services | $92,519 | ProgramServicesAmt |
| Management And General | $30,840 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75 | TotalAmt |
| Management And General | $75 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,388 | TotalAmt |
| Management And General | $8,388 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,251 | TotalAmt |
| Program Services | $57,251 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,558 | TotalAmt |
| Program Services | $1,558 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,837 | TotalAmt |
| Program Services | $52,204 | ProgramServicesAmt |
| Management And General | $1,306 | ManagementAndGeneralAmt |
| Fundraising | $327 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136 | TotalAmt |
| Program Services | $136 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,602 | TotalAmt |
| Program Services | $317,666 | ProgramServicesAmt |
| Management And General | $40,609 | ManagementAndGeneralAmt |
| Fundraising | $327 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,434 | BOYAmt |
| EOY | $22,202 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $87,030 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,351 | BOYAmt |
| EOY | $132,071 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,980 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,765 | BOYAmt |
| EOY | $241,303 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,277 | BOYAmt |
| EOY | $92,048 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $16,750 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,529 | BOYAmt |
| EOY | $50,456 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,806 | BOYAmt |
| EOY | $159,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,959 | BOYAmt |
| EOY | $82,049 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,959 | BOYAmt |
| EOY | $82,049 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,765 | BOYAmt |
| EOY | $241,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $51,090 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $180,003 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $307,530 | CurrentTaxYearAmt |
| Total | $605,052 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $180,003 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $307,530 | CurrentTaxYearAmt |
| Total | $605,052 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $88,975 | SubstantialContributorsTotAmt |
| Public Support Total170 | $516,077 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,655 | CurrentTaxYearAmt |
| Total | $5,125 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,096 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,507 | CurrentTaxYearAmt |
| Total | $233,558 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $843,735 | TotalSupportAmt |
| Public Support CY170 | 0.61170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO NCBE | Desc |
| Amt | $50,456 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $50,456 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CRAB FEED | Event1Nm |
| Gross Receipts Event1 | $221,916 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $43,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $178,916 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $26,220 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $34,302 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $36,545 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $6,486 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $52,200 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $52,200 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $780 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $16,400 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $18,962 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,669 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $274,116 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $43,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $231,116 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $27,000 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $50,702 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $55,507 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,155 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $143,364 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $87,752 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIP PROGRAM | 42 | $37,650 |
| TEACHER GRANTS | 15 | $22,700 |
| STUDENT STIPENDS | 50 | $53,648 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| RENTO CANTU | |||
| SON OF BOD PAST PRESIDENT ROBERT CANTU | $1,000 | SCHOLARSHIP | EDUCATION |
| ASHLYN SIMMONS | |||
| RELATIVE OF BOD 1ST VP TONY SIMMONS | $1,000 | SCHOLARSHIP | EDUCATION |
| KELSEY JENNINGS | |||
| RELATIVE TO BOD MEMBER LISA FRIEDMAN | $2,000 | SCHOLARSHIP | EDUCATION |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION ADOPTED THE SAME BOARD OF DIRECTORS AS THEIR RELATED ORGANIZATION, NORTH COAST BUILDERS' EXCHANGE, INC. |
| 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 57,251. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,251. |
| FORM 990 PART IX: 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, 2024 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 XII, LINE 2C: | THERE HAS BEEN NO CHANGE TO THE OVERSIGHT OR SELECTION PROCESS FOR CHOOSING AN INDEPENDENT ACCOUNTANT. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE TO THE OVERSIGHT OR SELECTION PROCESS FOR CHOOSING AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH COAST BUILDERS EXCHANGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 APOLLO WAY | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941262984 | EIN |
| Primary Activities | CONSTRUCTION INDUSTRY MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NORTH COAST BUILDERS EXCHANGE INC | ||
| E | $50,456 | NOTES PAYABLE |
| NORTH COAST BUILDERS EXCHANGE INC | ||
| O | $106,134 | ACTUAL COSTS PAID |