North Coast Builders Exchange Inc
Nonprofit profile at a glance
- EIN
- 941262984
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Santa Rosa, CA, USA
- Phone
- 7075429502
- Rating confidence
- Limited
Reported finances
- Revenue
- $1,565,685
- Expenses
- $1,688,664
- Assets
- $3,562,514
- Liabilities
- $639,549
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
26 people listed
Executive titles in this filing
- TOM SWEGLE (2ND VICE PRESIDENT)
- TONY SIMMONS (PRESIDENT)
- AMY CHRISTOPHERSON BOLTEN (1ST VICE PRESIDENT)
- LARRY RICHMOND (PAST PRESIDENT)
- LISA WITTKE SCHAFFNER (CHIEF EXECUTIVE OFFICER)
Highest reported compensation
- LISA WITTKE SCHAFFNER (CHIEF EXECUTIVE OFFICER): $218,360 total reported compensation
- NICOLLETTE WEINZVEG (CHIEF PROGRAM OFFICER): $117,357 total reported compensation
- DEBORAH LEE (CHIEF FINANCIAL OFFICER): $106,619 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
We support the construction industry and member businesses through advocacy, workforce development, and member services.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Other-operating. 98% of the money available for current operations came from other operating revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 64
- Accountability: 77
- Sustainability: 34
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 4 of 9 controls in place; rating input score 44
- Conflict-of-interest policy: Fail
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -7.9%; rating input score 20; 20th percentile among comparable filings
- Total-asset coverage ratio: 2.11; rating input score 66; 66th percentile among comparable filings
- Liabilities to assets ratio: 0.18; rating input score 33; 33rd percentile among comparable filings
- Officer compensation ratio: 26.2%; rating input score 9; 9th percentile among comparable filings
Growth
- Program expense growth: -0.9% per year; rating input score 0; 15th percentile among comparable filings
- Revenue growth: 3.5% per year; rating input score 100; 34th percentile among comparable filings
- Asset growth: -1.9% per year; rating input score 0; 12th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 23 of 23 board members independent · 4 of 9 filing controls reported
- Programs: 3 filed program accomplishments
- Leadership: top reported pay $218K · 26 people listed · 0 of 6 pay-setting controls reported
- Consistency: 11 of 11 current checks pass
- Schedules: 5 filed schedules · includes executive pay
- Filing history: 15 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Moderate — Accountability: Governance controls: 5 of 9 not reported.
- High — Growth: Program expense growth scored 0/100.
- High — Sustainability: Operating margin scored 20/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 9/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 33/100.