2025-05-15T16:12:43-05:00 2024-06-30 331665734 PISENTI & BRINKER MANAGEMENT LLC 201 FIRST STREET SUITE 208 PETALUMA CA 94952 990 2023-07-01 680454441 NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND NORT 7075429502 1030 APOLLO WAY SANTA ROSA CA 95407 TONY SIMMONS PRESIDENT 7075429502 2025-05-14 1 1 ALICIA CERRUTI P01247967 7077629900 2025-05-14 2023 2025-03-06 01:10:19Z LISA WITTKE SCHAFFNER 1030 APOLLO WAY SANTA ROSA CA 95407 553456 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. 22 22 0 55 0 0 180003 307530 0 0 66 4655 73099 97507 253168 409692 97618 113998 0 0 0 0 0 0 327 167889 244604 265507 358602 -12339 51090 164765 241303 133806 159254 30959 82049 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 317666 113998 409692 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. 317666 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 1 0 1 1 0 1 1 0 0 0 0 1 1 0 0 0 CA X DEBORAH LEE 7075429502 1030 APOLLO WAY SANTA ROSA CA 95407 DOUG HAMILTON DIRECTOR 0.30 0.30 X 0 0 0 LARRY RICHMOND PRESIDENT 0.30 0.30 X X 0 0 0 TONY SIMMONS 1ST VICE PRESIDENT 0.30 0.30 X X 0 0 0 AMY CHRISTOPHERSON BOLTEN 2ND VICE PRESIDENT 0.30 0.30 X X 0 0 0 WES BARRY SECRETARY/TREASURER 0.30 0.30 X X 0 0 0 ROBERT CANTU PAST PRESIDENT 0.30 0.30 X X 0 0 0 KEN KREISCHER DIRECTOR 0.20 0.20 X 0 0 0 JEFF SCOTT DIRECTOR 0.20 0.20 X 0 0 0 DAN GALVIN DIRECTOR 0.10 0.10 X 0 0 0 NICOLE HUMBER DIRECTOR 0.10 0.10 X 0 0 0 AMANDA DEVEREUX DIRECTOR 0.10 0.10 X 0 0 0 BARBIE SIMPSON DIRECTOR 0.10 0.10 X 0 0 0 DUSTIN KIEFER DIRECTOR 0.10 0.10 X 0 0 0 GEOFF COLEMAN DIRECTOR 0.10 0.10 X 0 0 0 MARK BORGHESANI DIRECTOR 0.10 0.10 X 0 0 0 CLAY GREEN DIRECTOR 0.10 0.10 X 0 0 0 BRUCE BAGGENSTOS DIRECTOR 0.10 0.10 X 0 0 0 JILL ZIEDRICH DIRECTOR 0.10 0.10 X 0 0 0 PAUL YEOMANS DIRECTOR 0.10 0.10 X 0 0 0 TOM SWEGLE DIRECTOR 0.10 0.10 X 0 0 0 LISA FREEDMAN DIRECTOR 0.10 0.10 X 0 0 0 CANDACE RANIA DIRECTOR 0.10 0.10 X 0 0 0 DEBORAH LEE CHIEF FINANCIAL OFFICER 20.00 20.00 X 0 21178 0 LISA WITTKE SCHAFFNER CHIEF EXECUTIVE OFFICER 20.00 20.00 X 0 111550 25746 0 132728 25746 0 0 0 0 0 43000 122045 142485 307530 4655 4655 231116 43000 143364 87752 87752 10155 400 9755 9755 409692 0 0 102162 X 113998 113998 123359 92519 30840 75 75 8388 8388 57251 57251 1558 1558 53837 52204 1306 327 136 136 358602 317666 40609 327 52434 22202 0 87030 86351 132071 25980 0 164765 241303 56277 92048 0 16750 77529 50456 133806 159254 X 0 0 0 0 30959 82049 30959 82049 164765 241303 51090 0 X X 1 X 0 1 0 X 23845 9200 84474 180003 307530 605052 23845 9200 84474 180003 307530 605052 88975 516077 294 80 30 66 4655 5125 12574 27282 23096 73099 97507 233558 843735 0.61170 0.62510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO NCBE 50456 50456 CRAB FEED 221916 43000 178916 26220 34302 36545 6486 GOLF TOURNAMENT 52200 52200 780 16400 18962 3669 274116 43000 231116 27000 50702 55507 10155 143364 87752 1 SCHOLARSHIP PROGRAM 42 37650 TEACHER GRANTS 15 22700 STUDENT STIPENDS 50 53648 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. RENTO CANTU SON OF BOD PAST PRESIDENT ROBERT CANTU 1000 SCHOLARSHIP EDUCATION ASHLYN SIMMONS RELATIVE OF BOD 1ST VP TONY SIMMONS 1000 SCHOLARSHIP EDUCATION KELSEY JENNINGS RELATIVE TO BOD MEMBER LISA FRIEDMAN 2000 SCHOLARSHIP EDUCATION 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. NORTH COAST BUILDERS EXCHANGE 1030 APOLLO WAY SANTA ROSA CA 95407 941262984 CONSTRUCTION INDUSTRY MANAGEMENT CA 501(C)(6) LINE 7 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 NORTH COAST BUILDERS EXCHANGE INC E 50456 NOTES PAYABLE NORTH COAST BUILDERS EXCHANGE INC O 106134 ACTUAL COSTS PAID