2023-11-14T11:08:03-06:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 130831270 MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA INC MECH 3018695800 1385 PICCARD DRIVE ROCKVILLE MD 208504329 TIMOTHY J BRINK CHIEF EXECUTIVE OFFICER 3018695800 2023-11-14 1 TIMOTHY BRINK XXX-XX-XXXX 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIMOTHY J BRINK 1385 PICCARD DRIVE ROCKVILLE MD 208504329 38522899 0 X WWW.MCAA.ORG X 1889 NY SEE PART III, LINE 1. 30 29 33 250 206585 118989 1709836 1672600 16270221 22055799 1236910 672149 2866843 90921 22083810 24491469 42500 49578 0 0 5582178 6179014 0 0 0 8766192 16247987 14390870 22476579 7692940 2014890 31715254 31384064 6046372 6482326 25668882 24901738 X MCAA'S MISSION IS TO GUIDE AND FACILITATE MEMBER SUCCESS TO BUILD A STRONGER, MORE SUSTAINABLE FUTURE FOR THE MECHANICAL CONTRACTING INDUSTRY. THROUGH MEMBER-DRIVEN RESOURCES, COMPREHENSIVE EDUCATION, AND STRATEGIC PARTNERSHIPS, WE EMPOWER MEMBERS TO SHAPE A FUTURE OF UNPARALLELED INNOVATION AND GROWTH. 0 0 ANNUAL CONVENTION A FORUM FOR MEMBERS OF THE MECHANICAL CONTRACTING INDUSTRY TO LEARN, GET INVOVLED, AND NETWORK WITH OTHER INDUSTRY PROFESSIONALS THROUGH EXCEPTIONAL EDUCATIONAL WORKSHOPS, SPECIAL SESSIONS AND EXHIBITS. MSCA EDUCATION CONFERENCE - THE ONLY INDUSTRY CONFERENCE SPECIFICALLY GEARED TO MECHANICAL SERVICE COMPANIES AND THE UNIQUE CHALLENGES AND ISSUES THE FACE. ALSO INCLUDED IS AN EXHIBIT OF PRODUCTS AND SERVICES THAT CAN HELP THEM RUN THEIR BUSINESSES MORE EFFICIENTLY. CONVERGE - A MEETING FOCUSED ON BRINGING MCAA CONTRACTOR LEADERSHIP ALONG WITH THEIR CORE EMPLOYEES AND MEMBERS OF THE MANUFACTURER/SUPPLIER COUNCIL TOGETHER IN A UNIQUEFORMAT TO ENGAGE IN STRATEGIC AND IN-DEPTH DISCUSSIONS. THIS TWO-DAY EVENT IS DESIGNED SO THESE LEADERS CAN INTERACT TOGETHER IN MEANINGFUL AND CONFIDENTIAL DISCUSSIONS REGARDING THE BETTERMENT OF THEIR COMPANIES AND THE INDUSTRY. MEP INNOVATIONS - CONFERENCES, WEBINARS, PROGRAMMING, PARTNERSHIPS AND OUTREACH TO HELP MEMBERS UNDERSTAND THE CHALLENGES OF TECHNOLOGICAL CHANGE AND TO EXPLOIT THE OPPORTUNITIES IT CREATES. PREPARATORY INSTITUTE FOR PROJECT MANAGEMENT (PRE-IPM)- AN ONLINE PROGRAM, INTENDED TO BE A PRECURSOR TO THE MCAA'S INSTITUTE FOR PROJECT MANAGEMENT, THIS 12-WEEK CURRICULUM, TAUGHT AS A SERIES OF 90-MINUTE CLASSES, COVERS TOPICS FUNDAMENTAL TO PROJECT MANAGEMENT AT AN INTRODUCTORY LEVEL. THE TARGERT AUDIENCE IS NEW PROJECT MANAGERS WITH ONE TO THREE YEARS EXPERIENCE. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 71 0 1 33 1 1 1 0 0 0 1 1 0 0 0 X 30 29 0 0 0 0 1 1 1 1 1 0 1 0 0 1 1 1 1 1 1 0 0 X DONALD MAY 3018695800 1385 PICCARD DRIVE ROCKVILLE MD 208504329 ROBERT BOLTON PRESIDENT 5.00 X 10000 0 0 ROBERT BECK PRESIDENT-ELECT 5.00 X 0 0 0 RICK GOPFFARTH SENIOR VICE PRESIDENT/TREASURER 5.00 X 0 0 0 BRIAN HUGHES VICE PRESIDENT/ASSISTANT TREASURER 5.00 X 0 0 0 ARMAND KILIJIAN IMMEDIATE PAST PRESIDENT 5.00 X 4000 0 0 SHAABINI ALFORD BOARD OF DIRECTORS 1.00 X 0 0 0 PARTHIV AMIN BOARD OF DIRECTORS 1.00 X 0 0 0 SCOTT BERGER BOARD OF DIRECTORS 1.00 X 0 0 0 CHRIS CARTER BOARD OF DIRECTORS 1.00 X 0 0 0 CHRISTOPHER CATANIA BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN DINEEN BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN FERRUCCI BOARD OF DIRECTORS 1.00 X 0 0 0 JAMES GAFFNEY BOARD OF DIRECTORS 1.00 X 0 0 0 MICHAEL GALLAGHER BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN GEILING BOARD OF DIRECTORS 1.00 X 0 0 0 KORI GORMLEY-HUPPERT BOARD OF DIRECTORS 1.00 X 0 0 0 CURTIS HARBOUR BOARD OF DIRECTORS 1.00 X 0 0 0 STEPHEN HARVEY BOARD OF DIRECTORS 1.00 X 0 0 0 SCOTT HINTON BOARD OF DIRECTORS 1.00 X 0 0 0 CHRIS HUTCHINGS BOARD OF DIRECTORS 1.00 X 0 0 0 RICK LUNDVALL BOARD OF DIRECTORS 1.00 X 0 0 0 D LYNCH BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN MARLOW BOARD OF DIRECTORS 1.00 X 0 0 0 CHARLES MARTIN BOARD OF DIRECTORS 1.00 X 0 0 0 KATHLEEN MCCAULEY BOARD OF DIRECTORS 1.00 X 0 0 0 RICK MORENO BOARD OF DIRECTORS 1.00 X 0 0 0 MICHAEL RUSSO BOARD OF DIRECTORS 1.00 X 0 0 0 MIKE SHINN BOARD OF DIRECTORS 1.00 X 0 0 0 BOB SNYDER BOARD OF DIRECTORS 1.00 X 0 0 0 SCOTT WALLENSTEIN BOARD OF DIRECTORS 1.00 X 0 0 0 TIMOTHY J BRINK CEO 35.00 X 643806 0 115300 FRANK WALL EXECUTIVE DIRECTOR, OPERATIONS 35.00 X 354652 0 71459 DONALD MAY CFO 35.00 X 273681 0 77464 TERESA PEZZI EXECUTIVE DIRECTOR, MSCA 35.00 X 238471 0 46107 RAFFI ELCHEMMAS EXEC DIR. SAFETY HEALTH & RISK MGM 35.00 X 239471 0 71736 MICHELLE LOGAN EXECUTIVE DIRECTOR, COMMUNICATIONS 35.00 X 222336 0 58133 DARIUSH NIKPOURFARD EXECUTIVE DIRECTOR, NCPWB & WEBLEM 35.00 X 213836 0 42410 SEAN MCGUIRE DIRECTOR, INNOVATIVE TECHNOLOGIES 35.00 X 219040 0 63711 BAHA KANDIRMAZ DIRECTOR, REGISTRATION & IT 35.00 X 171158 0 55093 MEGAN WILLSON DIRECTOR, EXECUTIVE & CONFERENCE SERVICES 35.00 X 152513 0 44100 JOHN MCNERNEY GENERAL COUNCIL 35.00 X 339902 0 71781 JAN GRILLO DIRECTOR, MEMBER ENGAGEMENT 35.00 X 145783 0 34000 TRAVIS PRATT DIRECTOR, DIGITAL MEDIA 35.00 X 129586 0 23270 ADRIENNE BREEDLOVE DIRECTOR, CONTENT 35.00 X 123195 0 30317 RICHARD COOK ASSOCIATE DIRECTOR, FINANCE 35.00 X 113800 0 44966 3595230 0 849847 15 0 1 0 MARRIOTT MARQUIS SAN DIEGO MARINA 333 W HARBOR DRIVE SAN DIEGO CA 921017700 CONFERENCE SERVICES 2060291 YES& 1700 DIAGONAL ROAD SUITE 450 ALEXANDRIA VA 22314 A/V, PRODUCTION, MARKETING 1039553 JOHN R KOONTZ 9424 E 800 N LAFAYETTE IN 47905 CONSULTING 719470 G7 ENTERTAINMENT MARKETING 3600 GIDDINGS ROAD AUBURN HILLS MI 48326 EVENT ENTERTAINMENT 605000 PEP CREATIVE 6989 CORTE SANTE FE SAN DIEGO CA 92121 CONSULTING/OUTSIDE SERVICES 586824 28 1672600 1672600 MEMBERSHIP DUES 900099 12963827 12963827 EDUCATIONAL ACTIVITIES 900099 8673890 8673890 PUBLICATION SALES 900099 418082 211497 206585 22055799 293826 293826 90921 90921 14409753 14031430 378323 378323 378323 24491469 21849214 206585 763070 X 49578 3388476 1854330 298636 339551 298021 37104 54074 166368 3537211 3622326 660136 1680195 5054648 274161 73311 UBIT TAXES 55412 MERCHANT FEES 386580 SPECIAL PROJECTS 200000 BLDG & GROUNDS MAINT. 107560 338901 22476579 5937735 2842924 2920333 7692398 2884226 2806090 251009 1287997 1657090 6755464 4994084 2035541 1761380 16647544 14373173 1878 0 31715254 31384064 886347 1541400 4752355 4757349 407670 183577 6046372 6482326 X 25668882 24901738 25668882 24901738 31715254 31384064 2014890 -2782034 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 12963827 158047 158047 0 158047 652700 652700 3949641 3381658 567983 2153123 1612426 540697 1761380 DEFERRED COMPENSATION OBLIGATION 183577 183577 X 21543067 -2782034 -2782034 24325101 166368 166368 24491469 22310211 0 22310211 166368 166368 22476579 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2022, MCAA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 CONVOY OF HOPE 330 S PATTERSON AVE SPRINGFIELD MO 65802 680051386 501(C)(3) 5000 19578 FMV SUPPLIES/KITS GENERAL UNRESTRICTED DONATION HOMENETMEN 1816 5TH STREET MANHATTAN BEACH CA 90266 237062425 501(C)(3) 20000 0 KILIJIAN FAMILY SCHOLARSHIP 2 0 PART I, LINE 2: THE ORGANIZATION DOES NOT MONITOR THE USE OF UNRESTRICTED CONTRIBUTION AND SPONSORSHIP PAYMENTS. X X 1 1 X X X X 0 0 0 TIMOTHY J BRINK CEO 400000 0 230000 0 13806 0 81500 0 33800 0 759106 0 0 0 FRANK WALL EXECUTIVE DIRECTOR, OPERATIONS 240000 0 100000 0 14652 0 49428 0 22031 0 426111 0 0 0 JOHN MCNERNEY GENERAL COUNCIL 250000 0 75000 0 14902 0 49428 0 22353 0 411683 0 0 0 DONALD MAY CFO 235000 0 31000 0 7681 0 46274 0 31190 0 351145 0 0 0 RAFFI ELCHEMMAS EXEC DIR. SAFETY HEALTH & RISK MGM 195700 0 38500 0 5271 0 40570 0 31166 0 311207 0 0 0 TERESA PEZZI EXECUTIVE DIRECTOR, MSCA 195700 0 37500 0 5271 0 40396 0 5711 0 284578 0 0 0 SEAN MCGUIRE DIRECTOR, INNOVATIVE TECHNOLOGIES 180400 0 33500 0 5140 0 36972 0 26739 0 282751 0 0 0 MICHELLE LOGAN EXECUTIVE DIRECTOR, COMMUNICATIONS 180000 0 37500 0 4836 0 37596 0 20537 0 280469 0 0 0 DARIUSH NIKPOURFARD EXECUTIVE DIRECTOR, NCPWB & WEBLEM 180000 0 33500 0 336 0 36291 0 6119 0 256246 0 0 0 BAHA KANDIRMAZ DIRECTOR, REGISTRATION & IT 130000 0 37500 0 3658 0 28679 0 26414 0 226251 0 0 0 MEGAN WILLSON DIRECTOR, EXECUTIVE & CONFERENCE SER 118833 0 30000 0 3680 0 25454 0 18646 0 196613 0 0 0 JAN GRILLO DIRECTOR, MEMBER ENGAGEMENT 130534 0 11500 0 3749 0 24052 0 9948 0 179783 0 0 0 RICHARD COOK ASSOCIATE DIRECTOR, FINANCE 100000 0 11000 0 2800 0 18717 0 26249 0 158766 0 0 0 ADRIENNE BREEDLOVE DIRECTOR, CONTENT 110000 0 9000 0 4195 0 20153 0 10164 0 153512 0 0 0 TRAVIS PRATT DIRECTOR, DIGITAL MEDIA 110000 0 16500 0 3086 0 21458 0 1812 0 152856 0 0 0 PART I, LINE 1A BOARD MEMBERS RECEIVE TAXABLE SPOUSE TRAVEL. EXECUTIVE MEMBERS RECEIVE TAXABLE SPOUSE TRAVEL AND TAX REIMBURSEMENTS. THE PRESIDENT RECEIVED MONTHLY STIPENDS FOR THEIR YEAR OF SERVICE AS A PRESIDENT IN ADDITION TO SPOUSE TRAVEL AND TAX REIMBURSEMENT. FORM 990, PART VI, SECTION A, LINE 6 MCAA IS A MEMBERSHIP ORGANIZATION WHICH IS COMPRISED PRIMARILY OF MECHANCIAL CONTRACTING COMPANIES FROM ACROSS THE UNITED STATES. THERE IS ONLY ONE CLASS OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE MANUFACTURER SUPPLIER COUNCIL ELECT THEIR CHAIR AND CHAIR-ELECT WHO, IN TURN, ARE MEMBERS OF THE MCAA BOARD OF DIRECTORS. ALSO, MEMBERS OF THE ASSOCIATION EXECUTIVES COUNCIL ELECT THEIR CHAIR AND CHAIR-ELECT WHO, IN TURN, ARE MEMBERS OF THE MCAA BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B BY-LAW CHANGES RECOMMENDED BY THE BOARD OF DIRECTORS MUST BE APROVED BY THE GENERAL MEMBERSHIP AT THE ASSOCIATION'S ANNUAL BUSINESS MEETING. FORM 990, PART VI, SECTION B, LINE 10B THE ORGANIZATION HAS AFFILIATED LOCAL ASSOCIATIONS WHICH ARE INDEPENDENT. MCAA DOES NOT HAVE ANY CONTROL OR INFLUENCE OVER THEIR GOVERNANCE OR OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE COMMITTEE ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS AND MCAA EMPLOYEES ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO COMPLETE AND SIGN AN ACKNOWLEDGEMENT AND DISCLOSURE FORM. ALL COMPLETED FORMS, AS WELL AS ALL OTHER PERTINENT INFORMATION PROVIDED BY BOARD MEMBERS, ARE PROVIDED TO AND REVIEWED BY THE MCAA PRESIDENT AND CEO. ANY BOARD MEMBER WHO PRESENTS AN ACTUAL OR POTENTIAL CONFLICT OF INTERST IS RECUSED FROM PARTICIPATING IN DISCUSSIONS AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE PERFORMANCE OF MCAA'S CEO IS REVIEWED BY THE COMPENSATION COMMITTEE, WHICH, IN TURN, ESTABLISHES HIS/HER SALARY. THE COMMITTEE USES COMPENSATION SURVEYS AND 990'S FROM COMPARABLE ORGANIZATIONS AS FACTORS IN DETERMINING THE LEVEL OF COMPENSATION AND/OR SALARY INCREASES. UPON THE CONCLUSION OF ITS REVIEW, THE COMPENSATION COMMITTEE CHAIRMAN SENDS A LETTER TO THE CFO DOCUMENTING THE DECISION OF THE COMMITTEE, WHICH IS INCLUDED IN THE CEO'S PERSONNEL FILE. THE LAST COMPENSATION REVIEW WAS DONE IN DECEMBER 2022. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF MCAA'S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST AT MCAA'S OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART IX, LINE 11G SPEAKER/INSTRUCTOR FEES 1,643,838. PHOTOGRAPHY 33,030. OUTSIDE SERVICES 526,128. FREELANCE WRITERS 61,502. OTHER PROFESSIONAL FEES 1,262,575. ADVOCACY 10,138. MCAA POLITICAL ACTION 1385 PICCARD DRIVE ROCKVILLE MD 20850 522188539 POLITICAL ACTIVITY MD 527 MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA INC 1 MCAA CHARITABLE FUND 1385 PICCARD DRIVE ROCKVILLE MD 20850 822684292 HUMANITARIAN ASSISTANCE & RELIEF MD 501(C)(3) LINE 7 MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 MCAA CHARITABLE FUND L 6928 FMV MCAA CHARITABLE FUND N 649 FMV