2026-05-15T12:00:37-05:00 2025-06-30 934792291 SORREN INC 3562 ROUND BARN CIRCLE SUITE 200 SANTA ROSA CA 95403 990 2024-07-01 941262984 NORTH COAST BUILDERS EXCHANGE INC NORT 7075429502 1030 APOLLO WAY SANTA ROSA CA 95407 TONY SIMMONS PRESIDENT 7075429502 2026-05-14 1 1 ALICIA T CERRUTI P01247967 7075423343 2026-05-14 2024 2025-03-06 01:10:19Z LISA WITTKE SCHAFFNER 1030 APOLLO WAY SANTA ROSA CA 95407 1618216 0 X WWW.NCBEONLINE.COM X 1954 CA WE SUPPORT THE CONSTRUCTION INDUSTRY AND MEMBER BUSINESSES THROUGH ADVOCACY, WORKFORCE DEVELOPMENT, AND MEMBER SERVICES. 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. 23 23 10 23 323522 0 0 0 1007545 1204771 16901 12881 282477 348033 1306923 1565685 0 0 0 0 928141 1001219 0 0 0 756091 687445 1684232 1688664 -377309 -122979 3705428 3562514 321923 639549 3383505 2922965 WE SUPPORT THE CONSTRUCTION INDUSTRY AND MEMBER BUSINESSES THROUGH ADVOCACY, WORKFORCE DEVELOPMENT, AND MEMBER SERVICES. 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. DEVELOPED AND LED THE LAUNCH OF EMPOWERING WOMEN IN CONSTRUCTION, AN AFFINITY GROUP COMMITTED TO FOSTERING PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES, AND COLLABORATION AMONG WOMEN AND THEIR ALLIES IN SKILLED TRADES. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 10 0 1 10 1 1 1 0 0 0 0 0 0 0 X 23 23 0 0 0 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 DAN GALVIN DIRECTOR 0.10 0.10 X 0 0 0 GEOFF COLEMAN DIRECTOR 0.10 0.10 X 0 0 0 NICOLE HUMBER DIRECTOR 0.10 0.10 X 0 0 0 JILL ZIEDRICH GAYLOR DIRECTOR 0.10 0.10 X 0 0 0 BARBIE SIMPSON DIRECTOR 0.10 0.10 X 0 0 0 AMANDA DEVEREUX DIRECTOR 0.10 0.10 X 0 0 0 DUSTIN KIEFER DIRECTOR 0.10 0.10 X 0 0 0 PAUL YEOMANS 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 LISA FREEDMAN DIRECTOR 0.10 0.10 X 0 0 0 BRUCE BAGGENSTOS DIRECTOR 0.10 0.10 X 0 0 0 WADE THOMPSON DIRECTOR 0.10 0.10 X 0 0 0 CANDACE RANIA DIRECTOR 0.10 0.10 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 ROBERT CANTU DIRECTOR 0.30 0.30 X 0 0 0 TOM SWEGLE 2ND VICE PRESIDENT 0.10 0.10 X X 0 0 0 TONY SIMMONS PRESIDENT 0.30 0.30 X X 0 0 0 AMY CHRISTOPHERSON BOLTEN 1ST VICE PRESIDENT 0.30 0.30 X X 0 0 0 LARRY RICHMOND PAST PRESIDENT 0.30 0.30 X X 0 0 0 WES BARRY SECRETARY/TREASURER 0.30 0.30 X X 0 0 0 DALE MAHONEY DIRECTOR 0.10 0.10 X 0 0 0 DEBORAH LEE CHIEF FINANCIAL OFFICER 20.00 20.00 X 104033 0 2586 LISA WITTKE SCHAFFNER CHIEF EXECUTIVE OFFICER 20.00 20.00 X 198629 0 19731 NICOLLETTE WEINZVEG CHIEF PROGRAM OFFICER 20.00 20.00 X 106820 0 10537 409482 0 32854 3 0 1 0 0 MEMBERSHIP DUES 900099 622736 622736 MANAGEMENT FEES 900099 350971 350971 MEMBER SERVICES/PROGRA 900099 160740 159217 1523 ADVERTISING SALES 900099 45324 45324 25000 25000 1204771 12881 12881 268746 268746 131818 52531 79287 79287 7929 71358 1565685 1157924 323522 84239 X 483820 338242 27788 84462 66907 12259 29420 20887 42286 113597 151345 12170 96496 17935 106297 14910 MEMBERSHIP AND ASSOCIAT 51900 COMMUNITY OUTREACH AND 17943 1688664 120689 130590 419177 431921 25000 25000 43479 75026 13572 12148 4429472 1684061 2851055 2745411 232456 142418 3705428 3562514 87072 96429 50707 293309 87557 75180 96587 174631 321923 639549 X 3383505 2922965 3383505 2922965 3705428 3562514 -122979 -337561 0 X X 1 X 0 1 0 15799 0 0 0 0 622736 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. THE ORGANIZATION ENGAGED IN POLITICAL ACTIVITIES DURING THE YEAR ENDED 6/30/2025 TOTALING $15,799. THESE ACTIVITIES WERE FUNDED THROUGH SEPARATE VOLUNTARY PAC CONTRIBUTIONS AND NOT FROM MEMBERSHIP DUES. ACCORDINGLY, NO PORTION OF MEMBERSHIP DUES WAS USED TO FUND POLITICAL OR LOBBYING ACTIVITIES. 901674 901674 2894267 1215473 1678794 100514 43556 56958 533017 425032 107985 2745411 DUE TO POLITICAL ACTION COMMITTEE 16492 TENANT DEPOSITS 2075 LINE OF CREDIT 156064 174631 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. 0 0 0 LISA WITTKE SCHAFFNER CHIEF EXECUTIVE OFFICER 198629 0 0 0 0 0 0 0 19731 0 218360 0 0 0 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: 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, 2025 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 53418 NOTE RECEIVABLE NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND O 293828 REIMBURSED AT COST