2026-06-22T13:32:03-05:00 2025-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2025-01-01 680555855 NORTHERN CALIFORNIA GLASS MANAGEMENT ASSOCIATION NORT 5104289486 55 OAK COURT SUITE 100 DANVILLE CA 94526 JEANNIE SIMPELO CHIEF EXECUTIVE OFFICER 5104289486 2026-06-18 1 JENNIFER Z IWATA P01310188 9166466464 2026-06-18 2025 2025-03-06 01:10:19Z JEANNIE SIMPELO 55 OAK COURT SUITE 100 DANVILLE CA 94526 821969 0 X WWW.NCGMA.ORG X 2003 CA IMPROVING GLAZING CONTRACTORS' ABILITIES TO BETTER SERVE THE NEEDS OF THEIR CUSTOMERS/INDUSTRY. 11 11 0 11 0 0 0 0 837305 695716 39623 52710 17512 -25158 894440 723268 2675 11442 0 0 0 0 0 0 0 1001930 957609 1004605 969051 -110165 -245783 4036477 3728390 75028 12724 3961449 3715666 X IMPROVING GLAZING CONTRACTORS' ABILITIES TO BETTER SERVE THE NEEDS OF THEIR CUSTOMERS AND THE GLAZING INDUSTRY BY PROVIDING ADVOCACY, EDUCATION, AND LABOR RELATIONS. 0 0 NCGMA GLASS AWARDS TO FOSTER THE EMPLOYEE-EMPLOYER RELATIONSHIP IN THE GLAZING INDUSTRY. MEMBER SERVICES TO HELP OUR MEMBERS WITH PENSION/TRUST ISSUES, GRIEVANCE RESOLUTION, ARBITRATION, APPRENTICE TRAINING, ETC. REPRESENT CONTRACTOR BUSINESS'S AND THEIR INTERESTS THROUGHOUT COLLECTIVE BARGAINING AND PROTECT AGAINST NON-UNION AND ENCROACHING TRADES. 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; 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.IN ADDITION, THEY PROVIDE A REIMBURSEMENT OF PARTIAL CONTRACTOR COSTS OF NACC CERTIFICATION AND GLAZING EMPLOYER AGMT TESTING COSTS TO GROW THE LIST OF NACC CERTIFIED CONTRACTORS AND THE NUMBER OF GLAZING EMPLOYEES THAT TAKE THE AGMT TEST. 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 X 11 11 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X JEANNIE SIMPELO 5104289486 55 OAK COURT SUITE 100 DANVILLE CA 94526 MARK DUTROW PRESIDENT 1.00 1.00 X X 0 0 0 BRAD GOETZ VICE PRESIDENT 1.00 X X 0 0 0 BRIAN MOORE TREASURER 1.00 X X 0 0 0 CHUCK BURKARD SECRETARY 1.00 X X 0 0 0 CHRIS BAGATELOS DIRECTOR 1.00 1.00 X 0 0 0 JOHN MAGGIORE DIRECTOR 1.00 1.00 X 0 0 0 CHRIS WOLF DIRECTOR 1.00 X 0 0 0 GARY BROWN DIRECTOR 1.00 X 0 0 0 JESSICA MARKEY ALTERNATE 1.00 X 0 0 0 CODY WINTERS ALTERNATE 1.00 X 0 0 0 JIM MAGGIORE ALTERNATE 1.00 X 0 0 0 JEANNIE SIMPELO CHIEF EXECUTIVE OFFICER 1.00 41.00 X 0 281656 42722 0 281656 42722 0 0 1 0 0 DUES AND ASSESSMENTS 900099 695716 695716 695716 52710 52710 73543 98701 -25158 -25158 -25158 723268 695716 0 27552 11442 5533 3650 3960 7500 568 970 36000 7749 COST SHARE EXPENSES 529510 NEGOTIATIONS 289439 PROGRAM EXPENSES 72730 969051 487671 79653 1464010 1516720 2475 321 2081854 2113106 467 18590 4036477 3728390 70385 8081 4643 4643 75028 12724 X 0 0 0 0 3961449 3715666 3961449 3715666 4036477 3728390 -245783 0 X 0 0 0 0 0 0 695716 3960 3960 0 3960 0 2113106 F 2113106 1 REDWOOD EMPIRE FOOD BANK 3990 BRICKWAY BLVD SANTA ROSA CA 95403 680121855 501 (C)(3) 5150 0 CHARITABLE DONATION AMERICAN NATIONAL RED CROSS & ITS CONSTITUENT CHAPTERS AND BRANCHES 431 18TH STREET NW WASHINGTON DC 200065009 530196605 501 (C)(3) 5125 0 CHARITABLE DONATION 2 PART I, LINE 2: GRANTS WERE PROVIDED ON A ONE-TIME BASIS TO LOCAL ORGANIZATIONS FOR GENERAL SUPPORT AND ASSISTANCE. 0 0 0 JEANNIE SIMPELO CHIEF EXECUTIVE OFFICER 0 266656 0 15000 0 0 0 11266 0 31456 0 324378 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 JOHN MAGGIORE AND JIM MAGGIORE ARE BOARD MEMBERS AND SHARE BOTH A FAMILY AND BUSINESS RELATIONSHIP. CHUCK BURKARD AND JESSICA MARKEY ARE BOARD MEMBES AND 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 IS COMPRISED OF MEMBERS WHO EMPLOY GLAZERS OR WHOSE MAJOR BUSINESS IS GLAZING OR OTHER RELATED ACTIVITIES. 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 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. NORTHERN CALIFORNIA ALLIED TRADES 55 OAK COURT SUITE 100 DANVILLE CA 94526 651265522 IMPROVE PROMOTE & DEVELOP PAINTING/DECORATING/GLAZING/ ALLIED INDUSTRIES CA 501(C)(6) N/A 0 NORTHERN CALIFORNIA PAINTING AND FINISHING CONTRACTORS INC 55 OAK COURT SUITE 100 DANVILLE CA 94526 680480737 PROMOTING ECONOMIC WELFARE OF MEMBERS BY IMPROVING PAINTING & CONTRACTING CA 501(C)(6) N/A 0 55 OAK COURT 55 OAK COURT SUITE 100 DANVILLE CA 94526 991350845 RENTAL REAL ESTATE CA N/A EXCLUDED -26829 2107377 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 533470 AGREED UPON COSTS 55 OAK COURT K 36000 FAIR MARKET VALUE SCHEDULE R, PART V, PAGE 3, QUESTION 2, SUBPART (1)-(6)PART V, P 55 OAK COURT, 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.