NORTH COAST BUILDERS EXCHANGE COMM… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Principal Officer

LISA WITTKE SCHAFFNER

Phone

7075429502

Tax Period

2024-07-01 to 2025-06-30

NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND, founded in 1954, is a small nonprofit in the Education sector that reported $582K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum.

Mission

THE 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.

Program Service Accomplishments

Program 1

Expenses: $537,956 Revenue: $46,877

EDUCATIONAL 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...

EDUCATIONAL 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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $518,979

Program Service Revenue $46,877

Investment Income $23

Other Revenue $15,971

TOTAL REVENUE $581,850

Expense Breakdown

Grants Paid $111,622

Salaries & Benefits $0

Fundraising Expenses $701

Program Expenses $537,956

Other Expenses $523,931

TOTAL EXPENSES $635,553

Year-over-Year Comparison

	2024	2023	Change
Revenue	$581,850	$409,692	+0.4%
Expenses	$635,553	$358,602	+0.8%
Net Income	$-53,703	$51,090	-2.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$324,979

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY RICHMOND	PAST PRESIDENT	0.30	Officer Director	$0	$0	$0
TONY SIMMONS	PRESIDENT	0.30	Officer Director	$0	$0	$0
AMY CHRISTOPHERSON BOLTEN	1ST VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
WES BARRY	SECRETARY/TREASURER	0.30	Officer Director	$0	$0	$0
ROBERT CANTU	DIRECTOR	0.20	Officer Director	$0	$0	$0
JEFF SCOTT	DIRECTOR	0.20	Director	$0	$0	$0
DAN GALVIN	DIRECTOR	0.10	Director	$0	$0	$0
NICOLE HUMBER	DIRECTOR	0.10	Director	$0	$0	$0
AMANDA DEVEREUX	DIRECTOR	0.10	Director	$0	$0	$0
BARBIE SIMPSON	DIRECTOR	0.10	Director	$0	$0	$0
DUSTIN KIEFER	DIRECTOR	0.10	Director	$0	$0	$0
GEOFF COLEMAN	DIRECTOR	0.10	Director	$0	$0	$0
MARK BORGHESANI	DIRECTOR	0.10	Director	$0	$0	$0
BRUCE BAGGENSTOS	DIRECTOR	0.10	Director	$0	$0	$0
JILL ZIEDRICH	DIRECTOR	0.10	Director	$0	$0	$0
PAUL YEOMANS	DIRECTOR	0.10	Director	$0	$0	$0
TOM SWEGLE	2ND VICE PRESIDENT	0.30	Director	$0	$0	$0
LISA FREEDMAN	DIRECTOR	0.10	Director	$0	$0	$0
CANDACE RANIA	DIRECTOR	0.20	Director	$0	$0	$0
DALE MAHONEY	DIRECTOR	0.10	Director	$0	$0	$0
WADE THOMPSON	DIRECTOR	0.10	Director	$0	$0	$0
DEBORAH LEE	CHIEF FINANCIAL OFFICER	20.00	Officer	$0	$2,586	$106,619
LISA WITTKE SCHAFFNER	CHIEF EXECUTIVE OFFICER	20.00	Officer	$0	$19,731	$218,360
NICOLLETTE WEINZVEG	CHIEF PROGRAM OFFICER	20.00	Highest	$0	$10,537	$117,357

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$581,850	$635,553	$171,968	$-53,703
2024	No data	No data	No data	No data
2023	$253,168	$265,507	$164,765	$-12,339

NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND