2025-05-15T13:16:51-05:00 2024-06-30 331665734 PISENTI & BRINKER MANAGEMENT LLC 201 FIRST STREET SUITE 208 PETALUMA CA 94952 990 2023-07-01 941262984 NORTH COAST BUILDERS EXCHANGE INC NORT 7075429502 1030 APOLLO WAY SANTA ROSA CA 95407 TONY SIMMONS PRESIDENT 7075429502 2025-05-15 1 1 ALICIA CERRUTI P01247967 7077629900 2025-05-15 2023 2025-03-06 01:10:19Z LISA WITTKE SCHAFFNER 1030 APOLLO WAY SANTA ROSA CA 95407 1355513 0 X WWW.NCBEONLINE.COM X 1954 CA FUNDS RAISED THROUGH MEMBERSHIP DUES ALLOWS THE ORGANIZATION TO PROVIDE MEMBERS WITH INDUSTRY INFORMATION REGARDING CONSTRUCTION PROJECTS GOING TO BID, PLANS AND SPECIFICATIONS RELATING TO PROJECTS AND ON-GOING SAFETY PROGRAMS. PLAN ROOMS ARE AVAILABLE FOR ESTIMATING PURPOSES AS WELL AS ANY ADDITIONAL INFORMATION OBTAINABLE AFFECTING OR RELATING TO THE CONSTRUCTION INDUSTRY. 22 22 8 25 321209 0 0 0 656234 1007545 12375 16901 107779 282477 776388 1306923 0 0 0 0 0 928141 0 0 0 927524 756091 927524 1684232 -151136 -377309 4031020 3705428 270206 321923 3760814 3383505 X FUNDS RAISED THROUGH MEMBERSHIP DUES ALLOWS THE ORGANIZATION TO PROVIDE MEMBERS WITH INDUSTRY INFORMATION REGARDING CONSTRUCTION PROJECTS GOING TO BID, PLANS AND SPECIFICATIONS RELATING TO PROJECTS AND ON-GOING SAFETY PROGRAMS. PLAN ROOMS ARE AVAILABLE FOR ESTIMATING PURPOSES AS WELL AS ANY ADDITIONAL INFORMATION OBTAINABLE AFFECTING OR RELATING TO THE CONSTRUCTION INDUSTRY. 0 0 PROVIDED INDUSTRY INFORMATION REGARDING PROJECTS GOING TO BID, PROJECT PLAN SPECIFICATIONS, AND CONSTRUCTION CONFERENCES AND SEMINARS FOR INDUSTRY RELATED SUBJECTS SUCH AS FINANCIAL MANAGEMENT, PROJECT MANAGEMENT, CONSTRUCTION LAW, AND SAFETY ISSUES. CONNECTED MEMBER CONTRACTORS WITH GOVERNMENT OFFICIALS AND ELECTED LEADERS TO DISCUSS PROCESS, STREAMLINING APPROVALS, AND COMMUNITY GOALS. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 6 0 1 8 1 1 1 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 WES BARRY SECRETARY/TREASURER 0.30 0.30 X X 0 0 0 LARRY RICHMOND 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 TONY SIMMONS 1ST VICE PRESIDENT 0.30 0.30 X X 0 0 0 ROBERT CANTU PAST PRESIDENT 0.30 0.30 X X 0 0 0 DOUG HAMILTON DIRECTOR 0.30 0.30 X 0 0 0 JEFF SCOTT DIRECTOR 0.20 0.20 X 0 0 0 KEN KREISCHER DIRECTOR 0.20 0.20 X 0 0 0 CANDACE RANIA DIRECTOR 0.10 0.10 X 0 0 0 DAN GALVIN DIRECTOR 0.10 0.10 X 0 0 0 BRUCE BAGGENSTOS DIRECTOR 0.10 0.10 X 0 0 0 LISA FREEDMAN DIRECTOR 0.10 0.10 X 0 0 0 CLAY GREEN DIRECTOR 0.10 0.10 X 0 0 0 MARK BORGHESANI DIRECTOR 0.10 0.10 X 0 0 0 PAUL YEOMANS DIRECTOR 0.10 0.10 X 0 0 0 DUSTIN KIEFER 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 JILL ZIEDRICH DIRECTOR 0.10 0.10 X 0 0 0 NICOLE HUMBER DIRECTOR 0.10 0.10 X 0 0 0 TOM SWEGLE DIRECTOR 0.10 0.10 X 0 0 0 GEOFF COLEMAN DIRECTOR 0.10 0.10 X 0 0 0 LISA WITTKE SCHAFFNER CHIEF EXECUTIVE OFFICER 20.00 20.00 X 111550 0 25746 DEBORAH LEE CHIEF FINANCIAL OFFICER 20.00 20.00 X 21178 0 0 132728 0 25746 1 0 0 0 0 MEMBERSHIP DUES 900099 630995 630995 MEMBER SERVICES/PROGRA 900099 162557 160827 1730 MANAGEMENT FEES 900099 130041 130041 ADVERTISING SALES 900099 58952 58952 25000 25000 1007545 16901 16901 260527 260527 70540 48590 21950 21950 21950 1306923 946863 321209 38851 X 306965 484478 71625 65073 14693 116138 9151 55174 93253 133076 9481 105098 8915 105815 16019 COMMUNITY OUTREACH AND 45655 MEMBERSHIP AND ASSOCIAT 43623 1684232 235309 120689 503676 419177 0 25000 44296 43479 10267 13572 4407648 1556593 2977943 2851055 259529 232456 4031020 3705428 119746 87072 0 50707 99039 87557 51421 96587 270206 321923 X 3760814 3383505 3760814 3383505 4031020 3705428 -377309 0 X X 1 X 0 1 0 THE NORTHCOAST CITIZENS FOR A BETTER ECONOMY PO BOX 8070 SANTA ROSA CA 95407 941262984 0 0 0 630995 31550 -31550 PART I-A, LINE 1: THE ORGANIZATION ADVOCATES FOR POLITICAL CANDIDATES AND LEGISLATIVE ISSUES IMPORTANT TO ITS MEMBERSHIP BASE AND TO THE LOCAL CONSTRUCTION AND CONTRACTING INDUSTRY. POLITICAL ACTIVITY OF THE ORGANIZATION CONSISTS OF THE FOLLOWING: THE ORGANIZATION ENGAGES IN BOTH DIRECT AND INDIRECT (GRASSROOTS) LOBBYING. DIRECT LOBBYING IS PRIMARILY MANAGEMENT AND CERTAIN MEMBERS OF THE BOARD OF DIRECTORS ADVOCATING DIRECTLY WITH LOCAL ELECTED OFFICIALS IN ATTEMPTS TO INFLUENCE LEGISLATION. INDIRECT (GRASSROOTS) LOBBYING CONSISTS PRIMARILY OF PUBLICIZING THE ORGANIZATION'S ENDORSEMENTS FOR LOCAL POLITICAL OFFICE AND BALLOT MEASURES. ENDORSEMENTS ARE PRIMARILY PUBLICIZED THROUGH THE ORGANIZATION'S WEEKLY NEWSLETTERS, DURING MEMBERSHIP MEETINGS, AND ON SOCIAL MEDIA. ENDORSEMENTS ARE MADE BY THE ORGANIZATION AFTER INTERVIEWS WITH CANDIDATES FOR PUBLIC OFFICE PERFORMED BY THE ORGANIZATION'S MANAGEMENT AND BOARD MEMBERS. ADDITIONALLY, THE ORGANIZATION HAS ESTABLISHED A POLITICAL ACTION COMMITTEE TREATED AS A SEPARATE SEGREGATED FUND. THE PAC IS FUNDED SOLELY BY VOLUNTARY MEMBER CONTRIBUTIONS COLLECTED AT THE TIME OF MEMBERSHIP RENEWAL AND PROMPTLY AND DIRECTLY TRANSFERRED TO THE PAC. THE PAC MAKES CONTRIBUTIONS TO CANDIDATES FOR LOCAL POLITICAL OFFICE AND TO LOCAL BALLOT MEASURES. NO OPERATING FUNDS OF THE ORGANIZATION ARE USED TO FUND THE PAC. ALL CONTRIBUTIONS ARE SOLICITED SPECIFICALLY FOR THE PAC. 901674 901674 2886369 1145605 1740764 100514 23453 77061 519091 387535 131556 2851055 RECEIVABLE FROM NCBE CF 50456 DEFERRED TAX ASSETS 182000 232456 DUE TO POLITICAL ACTION COMMITTEE 20236 TENANT DEPOSITS 1075 LINE OF CREDIT 75276 96587 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. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION ADOPTED THE SAME BOARD OF DIRECTORS AS THEIR RELATED ORGANIZATION, NORTH COAST BUILDERS' EXCHANGE COMMUNITY FUND. 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 VI, SECTION B, LINE 14: THE ORGANIZATION ADOPTED A DOCUMENT RETENTION AND DESTRUCTION POLICY DURING THE FISCAL YEAR. IT WAS APPROVED IN NOVEMBER 2023. FORM 990 PART IX: SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION NORTH COAST BUILDERS EXCHANGE, INC. 1030 APOLLO WAY SANTA ROSA, CA 95407 EMPLOYER IDENTIFICATION NUMBER: 94-1262984 FOR THE YEAR ENDING JUNE 30, 2024 NORTH COAST BUILDERS EXCHANGE, INC. IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND 1030 APOLLO WAY SANTA ROSA CA 95407 680454441 EDUCATION GRANTS CA 501(C)(3) LINE 7 N/A 0 NORTH BAY BUILDERS EXCHANGES INC HEALTH & WELFARE PLAN 660 LAS GALLINAS AVE SAN RAFAEL CA 94903 454745482 HEALTH INSURANCE PLAN CA N/A T 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND D 50456 NOTE RECEIVABLE NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND O 106134 REIMBURSED AT COST