STRATEGY STUDIO / PUBLIC DATA EXPLORER

NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND (EIN 68-0454441)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202601359349304285
Schema version
2024v5.5
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T12:01:19-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN934792291PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SORREN INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13562 ROUND BARN CIRCLE SUITE 200AddressLine1Txt
CitySANTA ROSACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95403ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680454441EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTH COAST BUILDERS EXCHANGEBusinessNameLine1Txt
Business Name Line2COMMUNITY FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone7075429502PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11030 APOLLO WAYAddressLine1Txt
CitySANTA ROSACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95407ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTONY SIMMONSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7075429502PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALICIA T CERRUTIPreparerPersonNm
PTINP01247967PTIN
Phone7075423343PhoneNum
Preparation2026-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLISA WITTKE SCHAFFNERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11030 APOLLO WAYAddressLine1Txt
CitySANTA ROSACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95407ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$723,273GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1954FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionNORTH 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 Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers60TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$307,530PYContributionsGrantsAmt
CY Contributions Grants$518,979CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$46,877CYProgramServiceRevenueAmt
PY Investment Income$4,655PYInvestmentIncomeAmt
CY Investment Income$23CYInvestmentIncomeAmt
PY Other Revenue$97,507PYOtherRevenueAmt
CY Other Revenue$15,971CYOtherRevenueAmt
PY Total Revenue$409,692PYTotalRevenueAmt
CY Total Revenue$581,850CYTotalRevenueAmt
PY Grants And Similar Paid$113,998PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$111,622CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$701CYTotalFundraisingExpenseAmt
PY Other Expenses$244,604PYOtherExpensesAmt
CY Other Expenses$523,931CYOtherExpensesAmt
PY Total Expenses$358,602PYTotalExpensesAmt
CY Total Expenses$635,553CYTotalExpensesAmt
PY Revenues Less Expenses$51,090PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$53,703CYRevenuesLessExpensesAmt
Total Assets BOY$241,303TotalAssetsBOYAmt
Total Assets EOY$171,968TotalAssetsEOYAmt
Total Liabilities BOY$159,254TotalLiabilitiesBOYAmt
Total Liabilities EOY$143,622TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$82,049NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,346NetAssetsOrFundBalancesEOYAmt
MissionTHE 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$537,956ExpenseAmt
Grant$111,622GrantAmt
Revenue$46,877RevenueAmt
DescEDUCATIONAL 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$537,956TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document72IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri Discl0QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBORAH LEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7075429502PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11030 APOLLO WAYAddressLine1Txt
CitySANTA ROSACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95407ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
LARRY RICHMOND
PAST PRESIDENT0.300.30Yes (X)Yes (X)$0$0$0
TONY SIMMONS
PRESIDENT0.300.30Yes (X)Yes (X)$0$0$0
AMY CHRISTOPHERSON BOLTEN
1ST VICE PRESIDENT0.300.30Yes (X)Yes (X)$0$0$0
WES BARRY
SECRETARY/TREASURER0.300.30Yes (X)Yes (X)$0$0$0
ROBERT CANTU
DIRECTOR0.200.20Yes (X)Yes (X)$0$0$0
JEFF SCOTT
DIRECTOR0.200.20Yes (X)$0$0$0
DAN GALVIN
DIRECTOR0.100.10Yes (X)$0$0$0
NICOLE HUMBER
DIRECTOR0.100.10Yes (X)$0$0$0
AMANDA DEVEREUX
DIRECTOR0.100.10Yes (X)$0$0$0
BARBIE SIMPSON
DIRECTOR0.100.10Yes (X)$0$0$0
DUSTIN KIEFER
DIRECTOR0.100.10Yes (X)$0$0$0
GEOFF COLEMAN
DIRECTOR0.100.10Yes (X)$0$0$0
MARK BORGHESANI
DIRECTOR0.100.10Yes (X)$0$0$0
BRUCE BAGGENSTOS
DIRECTOR0.100.10Yes (X)$0$0$0
JILL ZIEDRICH
DIRECTOR0.100.10Yes (X)$0$0$0
PAUL YEOMANS
DIRECTOR0.100.10Yes (X)$0$0$0
TOM SWEGLE
2ND VICE PRESIDENT0.300.30Yes (X)$0$0$0
LISA FREEDMAN
DIRECTOR0.100.10Yes (X)$0$0$0
CANDACE RANIA
DIRECTOR0.200.20Yes (X)$0$0$0
DALE MAHONEY
DIRECTOR0.100.10Yes (X)$0$0$0
WADE THOMPSON
DIRECTOR0.100.10Yes (X)$0$0$0
DEBORAH LEE
CHIEF FINANCIAL OFFICER20.0020.00Yes (X)$0$104,033$2,586
LISA WITTKE SCHAFFNER
CHIEF EXECUTIVE OFFICER20.0020.00Yes (X)$0$198,629$19,731
NICOLLETTE WEINZVEG
CHIEF PROGRAM OFFICER20.0020.00$0$106,820$10,537Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$409,482TotReportableCompRltdOrgAmt
Total Other Compensation$32,854TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$124,220FundraisingAmt
Government Grants$74,498GovernmentGrantsAmt
All Other Contributions$320,261AllOtherContributionsAmt
Total Contributions$518,979TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONTRACTOR LICENSE COUDesc
Business611430BusinessCd
Total Revenue Column$46,877TotalRevenueColumnAmt
Related Or Exempt Func Income$46,877RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$46,877TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23TotalRevenueColumnAmt
Exclusion$23ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$154,594FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$124,220ContriRptFundraisingEventAmt
Fundraising Direct Expenses$141,023FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,571TotalRevenueColumnAmt
Exclusion$13,571ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$2,800GamingGrossIncomeAmt
Gaming Direct Expenses$400GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,400TotalRevenueColumnAmt
Exclusion$2,400ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$581,850TotalRevenueColumnAmt
Related Or Exempt Func Income$46,877RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$15,994ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$111,622TotalAmt
Program Services$111,622ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$344,415TotalAmt
Program Services$258,311ProgramServicesAmt
Management And General$86,104ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$420TotalAmt
Management And General$420ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,151TotalAmt
Management And General$6,151ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$80,674TotalAmt
Program Services$79,256ProgramServicesAmt
Management And General$1,418ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,189TotalAmt
Program Services$1,189ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$86,887TotalAmt
Program Services$83,383ProgramServicesAmt
Management And General$2,803ManagementAndGeneralAmt
Fundraising$701FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,195TotalAmt
Program Services$4,195ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$635,553TotalAmt
Program Services$537,956ProgramServicesAmt
Management And General$96,896ManagementAndGeneralAmt
Fundraising$701FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$22,202BOYAmt
EOY$61,018EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$21,960EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$87,030BOYAmt
EOY$86,270EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$132,071BOYAmt
EOY$2,520EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$200EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$241,303BOYAmt
EOY$171,968EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$92,048BOYAmt
EOY$51,854EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$16,750BOYAmt
EOY$38,350EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$50,456BOYAmt
EOY$53,418EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$159,254BOYAmt
EOY$143,622EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$82,049BOYAmt
EOY$28,346EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$82,049BOYAmt
EOY$28,346EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$241,303BOYAmt
EOY$171,968EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$53,703ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$84,474CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$180,003CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$307,530CurrentTaxYearMinus1YearAmt
Current Tax Year$518,979CurrentTaxYearAmt
Total$1,100,186TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$84,474CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$180,003CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$307,530CurrentTaxYearMinus1YearAmt
Current Tax Year$518,979CurrentTaxYearAmt
Total$1,100,186TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$311,177SubstantialContributorsTotAmt
Public Support Total170$789,009PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$80CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,655CurrentTaxYearMinus1YearAmt
Current Tax Year$23CurrentTaxYearAmt
Total$4,854TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,096CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,099CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$97,507CurrentTaxYearMinus1YearAmt
Current Tax Year$15,971CurrentTaxYearAmt
Total$236,955TotalAmt
FieldValueIRS element (for citing)
Total Support$1,341,995TotalSupportAmt
Gross Receipts Rltd Activities$46,877GrossReceiptsRltdActivitiesAmt
Public Support CY1700.58790PublicSupportCY170Pct
Public Support PY1700.61170PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO NCBEDesc
Amt$53,418Amt
FieldValueIRS element (for citing)
Total Liability$53,418TotalLiabilityAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CRAB FEEDEvent1Nm
Gross Receipts Event1$211,804GrossReceiptsEvent1Amt
Charitable Contri Event1$95,170CharitableContriEvent1Amt
Gross Revenue Event1$116,634GrossRevenueEvent1Amt
Non Cash Prizes Event1$14,300NonCashPrizesEvent1Amt
Rent Facility Costs Event1$5,502RentFacilityCostsEvent1Amt
Food And Beverage Event1$37,425FoodAndBeverageEvent1Amt
Entertainment Event1$35,682EntertainmentEvent1Amt
Other Direct Expenses Event1$5,933OtherDirectExpensesEvent1Amt
Event2GOLF TOURNAMENTEvent2Nm
Gross Receipts Event2$67,010GrossReceiptsEvent2Amt
Charitable Contri Event2$29,050CharitableContriEvent2Amt
Gross Revenue Event2$37,960GrossRevenueEvent2Amt
Non Cash Prizes Event2$995NonCashPrizesEvent2Amt
Rent Facility Costs Event2$17,205RentFacilityCostsEvent2Amt
Food And Beverage Event2$21,583FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$2,398OtherDirectExpensesEvent2Amt
Gross Receipts Total$278,814GrossReceiptsTotalAmt
Charitable Contributions Tot$124,220CharitableContributionsTotAmt
Gross Revenue Total Events$154,594GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$15,295NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$22,707RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$59,008FoodAndBeverageTotalEventsAmt
Entertainment Total Events$35,682EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$8,331OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$141,023DirectExpenseSummaryEventsAmt
Net Income Summary$13,571NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIP PROGRAM62$47,500
TEACHER GRANTS7$24,122
STUDENT STIPENDS37$40,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
Explanation1. 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 J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLISA WITTKE SCHAFFNERPersonNm
TitleCHIEF EXECUTIVE OFFICERTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$198,629CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$19,731NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$218,360TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (4 entries)

Relationship With OrgRelationshipWithOrgTxtCash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
RENTO CANTU
SON BOD MEMBER ROBERT CANTU$1,500SCHOLARSHIPEDUCATION
ASHLYN SIMMONS
RELATIVE OF BOD PRESIDENT TONY SIMMONS$1,500SCHOLARSHIPEDUCATION
KELSEY JENNINGS
RELATIVE TO BOD MEMBER LISA FREEDMAN$750SCHOLARSHIPEDUCATION
LARKIN FREEDMAN JENNINGS
RELATIVE TO BOD MEMBER LISA FREEDMAN$250SCHOLARSHIPEDUCATION

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION IS COMPRISED OF MEMBERS FROM THE BUILDING INDUSTRY.
FORM 990, PART VI, SECTION A, LINE 7AAT THE ANNUAL GENERAL MEETING, THE MEMBERS ELECT THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11BTHE RETURNS ARE REVIEWED BY THE CONTROLLER AND A DIRECTOR PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 18DOCUMENTS AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GPROGRAM COORDINATORS: PROGRAM SERVICE EXPENSES 75,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,000. CONSULTANTS: PROGRAM SERVICE EXPENSES 4,256. MANAGEMENT AND GENERAL EXPENSES 1,418. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,674.
FORM 990 PART IX: SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONNORTH COAST BUILDERS EXCHANGE COMMUNITY FUND 1030 APOLLO WAY SANTA ROSA, CA 95407 EMPLOYER IDENTIFICATION NUMBER: 68-0454441 FOR THE YEAR ENDING JUNE 30, 2025 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

FieldValueIRS element (for citing)
Business Name Line1NORTH COAST BUILDERS EXCHANGEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11030 APOLLO WAYAddressLine1Txt
CitySANTA ROSACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95407ZIPCd
FieldValueIRS element (for citing)
EIN941262984EIN
Primary ActivitiesCONSTRUCTION INDUSTRY MANAGEMENTPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(6)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
NORTH COAST BUILDERS EXCHANGE INC
E$53,418NOTES PAYABLE
NORTH COAST BUILDERS EXCHANGE INC
O$293,828ACTUAL COSTS PAID