2023-09-15T11:56:46-05:00 2022-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-01-01 680480737 NORTHERN CALIFORNIA PAINTING AND FINISHING CONTRACTORS INC NORT 5104289486 PO BOX 4068 WALNUT CREEK CA 94596 JEANNIE SIMPELO CHIEF EXECUTIVE OFFICER 5104289486 2023-09-13 1 JEANNIE SIMPELO 999009999 0 JENNIFER Z IWATA P01310188 9166466464 2023-09-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JEANNIE SIMPELO PO BOX 4068 WALNUT CREEK CA 94596 1091275 0 X WWW.NCPFC.ORG X 2001 CA SHAPING THE FUTURE OF THE FINISHING INDUSTRY BY FOSTERING POSITIVE GROWTH AND SUPPORT OF PAINTING CONTRACTOR SUCCESS THROUGH ADVOCACY, EDUCATION, AND LABOR RELATIONS. 16 16 0 16 0 0 0 0 754374 978021 21196 31609 -6314 30909 769256 1040539 35050 40132 0 0 0 0 0 0 0 590763 1048987 625813 1089119 143443 -48580 3313278 2692681 83154 15416 3230124 2677265 X SHAPING THE FUTURE OF THE FINISHING INDUSTRY BY FOSTERING POSITIVE GROWTH AND SUPPORT OF PAINTING CONTRACTOR SUCCESS THROUGH ADVOCACY, EDUCATION, AND LABOR RELATIONS. 0 0 THE STEPPING UP AWARD WAS DESIGNED FOR OUR MEMBERS TO ACKNOWLEDGE AND SHOW APPRECIATION FOR THE SIGNATORY UNION EMPLOYEE WHO CONSISTENTLY EXEMPLIFIES THE CHARACTERISTICS OF LEADERSHIP, PROFESSIONALISM, DEDICATION TO HIS/HER WORKMATES, INTEGRITY, AND PRIDE IN HIS/HER SKILLS. THE WINNERS ARE SELECTED BY EACH MEMBER COMPANY BASED ON THE QUALIFICATIONS LISTED ABOVE. ANNUAL DIRECTORS DINNER - TO HONOR THOSE THAT HAVE VOLUNTEERED THEIRTIME DURING THE YEAR AS A BOARD OF DIRECTOR. MEMBER SERVICES - TO HELP OUR MEMBERS WITH PENSION/TRUST ISSUES,GRIEVANCE RESOLUTION, ARBITRATION, APPRENTICE TRAINING, ETC. DC STAR GRANT PROGRAM - THE GRANTS PROVIDE SUPPORT FOR A STRUCTURED CONTRACTOR SAFETY PROGRAM THAT INCLUDES OCCUPATIONAL SAFETY AND HEALTH RESEARCH AND INFORMATION AND ACCESS TO AN EXPERIENCED OSHA CONSULTANT TO PROVIDE MONTHLY CONSULTATION AND ADVOCACY SERVICES TO OUR GLAZING AND PAINTING CONTRACTOR COMPANIES; AN ONLINE HARASSMENT PREVENTION TRAINING IN ENGLISH AND SPANISH FOR FIELD AND OFFICE EMPLOYEES TO ADDRESS THE MANDATED HARASSMENT TRAINING REQUIRED BY CALIFORNIA SENATE BILL 1343 (SB1343); A SKILL UP TRAINING PROGRAM FOR ESTIMATORS AND PROJECT MANAGERS THAT INCLUDES BLUEPRINT READING, PAINT ESTIMATING, PAINT PROJECT MANAGEMENT, GLASS PROJECT MANAGEMENT AND LEADERSHIP AND SOFT SKILLS CLASSES. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 14 0 1 0 0 0 0 0 0 0 0 0 X 16 16 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X JEANNIE SIMPELO 5104289486 PO BOX 4068 WALNUT CREEK CA 94596 JORDAN SATRAP IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 0 0 SAL MADRIGAL PRESIDENT 1.00 1.00 X X 0 0 0 JAMES KOREEN 1ST VICE PRESIDENT 1.00 X X 0 0 0 MATT EGGLEY 2ND VICE PRESIDENT 1.00 X X 0 0 0 DENNIS THOMPSON TREASURER 1.00 1.00 X X 0 0 0 CRAIG RUYBALID SECRETARY 1.00 X X 0 0 0 DAN MONKS SERGEANT AT ARMS 1.00 X 0 0 0 ALAN BJERKE DIRECTOR 1.00 X 0 0 0 MURRAY CASTRO DIRECTOR 1.00 X 0 0 0 CHARLES DELMONTE DIRECTOR 1.00 X 0 0 0 ERIK TICKLER DIRECTOR 1.00 X 0 0 0 GENELLE VOLHONTSEFF DIRECTOR 1.00 X 0 0 0 MATT JOHNSON ALTERNATE 1.00 X 0 0 0 TAMMY EVANS ALTERNATE 1.00 X 0 0 0 GARY ROBINSON ALTERNATE 1.00 X 0 0 0 KELLY RUYBALID ALTERNATE 1.00 X 0 0 0 JEANNIE SIMPELO CHIEF EXECUTIVE OFFICER 1.00 41.00 X 0 267500 35149 0 267500 35149 0 0 1 0 0 DUES AND ASSESSMENTS 900099 737637 737637 DC 16 STAR GRANTS 900099 240384 240384 978021 31609 31609 81645 50736 30909 30909 30909 1040539 978021 0 62518 10132 30000 13775 3450 4200 5625 40203 7974 81645 9436 450 COST SHARE EXPENSES 727042 EVENTS/EDUCATION 149336 PUBLIC RELATIONS 5851 1089119 466116 306974 350050 350356 19693 0 25047 25047 0 0 1604901 1131924 872518 903427 3313278 2692681 5067 5453 78087 9963 83154 15416 X 0 0 0 0 3230124 2677265 3230124 2677265 3313278 2692681 -48580 -504279 0 X 0 0 0 0 0 0 737637 4200 4200 0 4200 15236 15236 0 9811 9811 0 0 903427 F 903427 DUE TO NCAT 9963 9963 1 SCHOLARSHIPS 6 30000 PART I, LINE 2: THE NCPFC SCHOLARSHIP PROGRAM WAS ESTABLISHED IN 2017 IN HONOR OF STEPHEN GERARD THOMPSON, WHO SERVED AS AN NCPFC BOARD MEMBER AND A PAINTING INDUSTRY LEADER IN THE SAN FRANCISCO - BAY AREA REGION. NORTHERN CALIFORNIA PAINTING AND FINISHING CONTRACTORS (NCPFC)IS OFFERING $5,000 IN INDIVIDUAL SCHOLARSHIPS. TO BE CONSIDERED, EACH APPLICANT MUST MEET THE SCHOLARSHIP AWARD ELIGIBILITY REQUIREMENTS AND COMPLETE A SCHOLARSHIP APPLICATION. 1. AWARD IS OPEN TO ALL NCPFC MEMBER COMPANY'S MANAGEMENT EMPLOYEES, SPOUSES AND DEPENDENTS. 2. APPLICANT MUST BE ENROLLED AS A FULL-TIME STUDENT AT AN ACCREDITED UNIVERSITY OR COMMUNITY COLLEGE. 3. APPLICANT MUST BE A SENIOR IN HIGH SCHOOL AND GRADUATING BY JUNE 2022 OR A FRESHMAN OR HIGHER LEVEL IN COLLEGE. 4. APPLICANT MUST HAVE A MINIMUM 2.8 GPA. 5. APPLICANT MUST SUBMIT AN UNOFFICIAL TRANSCRIPT. 6. APPLICANT MUST SUBMIT A COMPLETED SCHOLARSHIP APPLICATION. APPLICATIONS OPEN: MAY 12, 2022 APPLICATIONS CLOSED/DEADLINE: JUNE 14, 2022 REVIEW AND CHOOSE WINNERS: JUNE 15, 2022 MAIL LETTERS AND CHECKS: JULY 16, 2022 0 0 0 JEANNIE SIMPELO CHIEF EXECUTIVE OFFICER 0 250000 0 17500 0 0 0 10000 0 25149 0 302649 0 0 PART I, LINE 3 THE CHIEF EXECUTIVE OFFICER IS PAID FROM A RELATED ORGANIZATION, NORTHERN CALIFORNIA ALLIED TRADES. THE RELATED ORGANIZATION USES APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO. FORM 990, PART VI, SECTION A, LINE 1A ALTERNATE DIRECTORS MAY ATTEND MEETINGS OF THE BOARD OF DIRECTORS BUT SHALL BE ENTITLED TO VOTE ONLY IN THE EVENT THAT A QUORUM OF THE BOARD IS NOT PRESENT. FORM 990, PART VI, SECTION A, LINE 2 CRAIG RUYBALID AND KELLY RUYBALID ARE BOARD MEMBERS. THEY SHARE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 NORTHERN CALIFORNIA ALLIED TRADES PROMOTES AND DEVELOPS THE PAINTING, DECORATING, GLAZING AND ALLIED INDUSTRIES. THIS INCLUDES PERFORMING MEMBER EVENTS AND ORGANIZATIONAL ACTIVITIES THAT FURTHER THE EXEMPT PURPOSE OF BOTH THE NORTHERN CALIFORNIA GLASS MANAGEMENT ASSOCIATION AND THE NORTHERN CALIFORNIA PAINTING AND FINISHING CONTRACTORS, INC. SHARED COSTS AND SERVICES ARE MUTUALLY AGREED ON BY BOTH NCAT AND NCGMA, ANNUALLY. EITHER PARTY HAS THE OPPORTUNITY TO WITHDRAW FROM THIS AGREEMENT FOR ANY REASON. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERSHIP ELECTS DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERSHIP ELECTS DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S MEMBERSHIP HAS THE RIGHT TO VOTE ON SUCH MATTERS AS AMENDMENTS TO THE ARTICLES OF INCORPORATION; AMENDMENTS TO THE ARTICLES OR BYLAWS CHANGING PROXY RIGHTS; REMOVAL OF DIRECTORS WITHOUT CAUSE; FILLING VACANCIES ON THE BOARD OF DIRECTORS; THE SALE, LEASE, EXCHANGE, CONVEYANCE, TRANSFER, OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL CORPORATE ASSETS UNLESS THE TRANSACTION IS IN THE USUAL AND REGULAR COURSE OF THE ASSOCIATION'S ACTIVITIES; THE PRINCIPAL TERMS OF A MERGER OR THE AMENDMENT OF A MERGER AGREEMENT; THE ELECTION TO DISSOLVE THE CORPORATION; CONTRACTS OR TRANSACTIONS BETWEEN THE CORPORATION AND ONE OR MORE DIRECTORS OR BETWEEN THE ASSOCIATION AND AN ENTITY IN WHICH A DIRECTOR HAS A MAJOR FINANCIAL INTEREST; OR A PLAN OF DISTRIBUTION OF ASSETS OTHER THAN MONEY TO MEMBERS WHEN THE ASSOCIATION IS IN THE PROCESS OF WINDING UP, WHEN THE DISTRIBUTION IS NOT IN ACCORDANCE WITH LIQUIDATION RIGHTS OF ANY CLASS OR CLASSES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED BY OUR CPA FIRM AND THEN REVIEWED AND DISCUSSED IN DETAIL BY MANAGEMENT TO ENSURE THAT THE INFORMATION IS COMPLETE AND ACCURATE. THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND TO ANSWER ANY QUESTIONS THAT MAY COME UP DURING THE PREPARATION PROCESS. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE MEETING AND THE GOVERNING BOARD OR COMMITTEE SHALL MEET TO DECIDE IF A CONFLICT OF INTEREST EXISTS. THE CHAIR OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. ANNUALLY, EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON 1) HAS RECEIVED A COPY OF THE CONFLICT-OF-INTEREST POLICY, 2) HAS READ AND UNDERSTANDS THE POLICY, 3) HAS AGREED TO COMPLY WITH THE POLICY, AND 4) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1024, AND 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. NORTHERN CALIFORNIA ALLIED TRADES PO BOX 4068 WALNUT CREEK CA 94596 651265522 IMPROVE PROMOTE & DEVELOP PAINTING/DECORATING/GLAZING/ALLIED INDUSTRIES CA 501(C)(6) N/A 0 NORTHERN CALIFORNIA GLASS MANAGEMENT ASSOCIATION PO BOX 4068 WALNUT CREEK CA 94596 680555855 LABOR AND MGMT RELATIONS CA 501(C)(6) N/A 0 5677 HORTON STREET LLC PO BOX 4068 WALNUT CREEK CA 94596 593818259 RENTAL REAL ESTATE CA N/A EXCLUDED 30909 903424 0 0 0.50000 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 NORTHERN CALIFORNIA ALLIED TRADES P 731242 AGREED UPON COSTS 5677 HORTON STREET LLC K 81645 FAIR MARKET VALUE SCHEDULE R, PART V, PAGE 3, QUESTION 2, SUBPART (1)-(2) 5677 HORTON STREET, LLC. IS A HOLDING COMPANY FOR THE BUILDING USED BY NORTHERN CALIFORNIA PAINTING AND FINISHING CONTRACTORS, INC., NORTHERN CALIFORNIA ALLIED TRADES AND NORTHERN CALIFORNIA GLASS MANAGEMENT ASSOCIATION. IT IS OWNED 50/50% BY NORTHERN CALIFORNIA PAINTING AND FINISHING CONTRACTORS, INC. AND NORTHERN CALIFORNIA GLASS MANAGEMENT ASSOCIATION,RESPECTIVELY. NORTHERN CALIFORNIA ALLIED TRADES PROMOTES AND DEVELOPS THE PAINTING, DECORATING, GLAZING AND ALLIED INDUSTRIES. THIS INCLUDES PERFORMING MEMBER EVENTS AND ORGANIZATIONAL ACTIVITIES THAT FURTHER THE EXEMPT PURPOSE OF BOTH THE NORTHERN CALIFORNIA GLASS MANAGEMENT ASSOCIATION AND THE NORTHERN CALIFORNIA PAINTING AND FINISHING CONTRACTORS, INC. SHARED COSTS AND SERVICES ARE MUTUALLY AGREED ON BY BOTH NCAT AND NCGMA, ANNUALLY. EITHER PARTY HAS THE OPPORTUNITY TO WITHDRAW FROM THIS AGREEMENT FOR ANY REASON.