2023-11-14T10:08:36-06:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-07-01 530114670 PLUMBING-HEATING-COOLING CONTRACTORS- NATIONAL ASSOCIATION PLUM 7032378100 180 S WASHINGTON STREET SUITE 100 FALLS CHURCH VA 220462943 MICHAEL AHEARN VP, FINANCE 7032378100 2023-11-14 1 MICHAEL AHEARN 999009999 0 FRANK SMITH P00639053 2028225000 2023-11-14 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z PHCC NATIONAL ASSOCIATION CYNTHIA A SHERIDAN 180 S WASHINGTON STREET SUITE 100 FALLS CHURCH VA 220462943 3177892 0 X WWW.PHCCWEB.ORG X 1883 DE PHCC IS DEDICATED TO THE ADVANCEMENT AND EDUCATION OF THE PLUMBING AND HVACR INDUSTRY FOR THE HEALTH, SAFETY, AND COMFORT OF SOCIETY AND THE PROTECTION OF THE ENVIRONMENT. 21 17 30 25 10725 0 480249 44858 4076917 2692172 62120 52497 793063 384762 5412349 3174289 0 28909 0 0 2624501 1367231 0 0 0 2590221 1514355 5214722 2910495 197627 263794 6027032 5444617 1649606 795841 4377426 4648776 X PHCC IS DEDICATED TO THE ADVANCEMENT AND EDUCATION OF THE PLUMBING AND HVACR INDUSTRY FOR THE HEALTH, SAFETY, AND COMFORT OF SOCIETY AND THE PROTECTION OF THE ENVIRONMENT. 0 0 MEMBERSHIP SERVICES AND OTHER ACTIVITIES - PROVIDES THE MEMBERSHIP WITH BUSINESS AND FINANCIAL TOOLS THAT HELP COMPANIES TO IMPROVE THEIR BOTTOM LINE. IN ADDITION, WE ALSO PROVIDE THE FOLLOWING: 1. EDUCATION AND TRAINING OPPORTUNITIES FOR THE COMPANIES AND THEIR EMPLOYEES, 2. ASSIST IN THE DEVELOPMENT OF A QUALITY WORKFORCE FOR COMPANIES AND THE INDUSTRY THROUGH PHCC EDUCATION FOUNDATION, AND 3. KEEP THE NATIONAL, STATE, AND LOCAL CHAPTERS INFORMED OF PHCC'S PROACTIVE LEGISLATIVE AND REGULATORY INITIATIVES. THE PLUMBING HEATING COOLING CONTRACTORS NATIONAL ASSOCIATION OFFERS MEMBERS THE OPPORTUNITY TO ENROLL IN THREE ENHANCED SERVICE GROUPS - THE CONSTRUCTION CONTRACTORS' ALLIANCE (CCA), QUALITY SERVICE CONTRACTORS (QSC), AND THE UNION-AFFILIATED CONTRACTORS (UAC) - THAT MEET THE SPECIALIZED, GROWING NEEDS OF OUR MEMBERS. THE CCA HELPS NEW CONSTRUCTION CONTRACTORS SOLVE THE VERY SPECIFIC CHALLENGES THEY FACE. CCA'S PROGRAMS AND SERVICES ARE TARGETED TO TOWARD PHCC CONTRACTORS SPECIALIZING IN RESIDENTIAL, INDUSTRIAL, COMMERCIAL, AND INSTITUTIONAL CONSTRUCTION PROJECTS. QSC WAS ESTABLISHED IN IN 1994 FOR THOSE CONTRACTORS IN THE SERVICE AND REPAIR INDUSTRY LOOKING TO ADVANCE TO THE NEXT LEVEL. QSC ENHANCES BOTH THE INDUSTRY AND OUR MEMBERS' REPUTATION BY ORIGINATING AND DELIVERING TIMELY AND LIVELY PROFESSIONAL AND EDUCATIONAL TRAINING PROGRAMS. UAC WAS ESTABLISHED TO REPRESENT A UNIFIED VOICE FOR THE UNION CONTRACTORS WITHIN PHCC TO MAKE SURE THEIR SPECIAL NEEDS AND CONCERNS ARE REPRESENTED. UAC WORKS TO MAINTAIN AND NURTURE A WORKING RELATIONSHIP WITH THE UNITED ASSOCIATION AND PROVIDE ITS MEMBERS WITH NEW UP-TO-DATE NATIONAL LABOR AGREEMENTS AND TRAINING PROGRAMS CONVENTIONS AND BUSINESS MEETINGS: THE ANNUAL CONVENTION PROVIDES COMPANIES AND INDIVIDUALS AN OPPORTUNITY TO NETWORK AND ATTEND EDUCATION AND BUSINESS SESSIONS. THE EVENT PROVIDES A CONDUCIVE ATMOSPHERE FOR THE EXCHANGE OF IDEAS, NEW INNOVATIONS, AND SHARING OF INFORMATION AMONG CONTRACTORS, MANUFACTURERS, SUPPLIERS, AND OTHER INDUSTRY PARTNERS. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 36 0 1 30 0 1 1 0 0 0 1 1 0 0 0 X 21 17 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X THE ASSOCIATION 7032378100 180 S WASHINGTON STREET SUITE 100 FALLS CHURCH VA 220462943 DAVE FRAME PRESIDENT 1.00 1.00 X X 7200 0 0 JOSEPH CORNETTA PRESIDENT-ELECT 1.00 1.00 X X 3600 0 0 RICK WHITAKER VICE PRESIDENT 1.00 1.00 X X 2400 0 0 LAURA CIRIELLO-BENEDICT SECRETARY 1.00 1.00 X X 2400 0 0 RON SCHMIDT DIRECTOR 1.00 0.00 X 0 0 0 DON POWERS SECRETARY-DESIGNATE 1.00 0.00 X X 0 0 0 JOE WHITNEY DIRECTOR 1.00 0.00 X 0 0 0 KEN SMITH DIRECTOR 1.00 0.00 X 0 0 0 KEITH BIENVENU DIRECTOR 1.00 1.00 X 0 0 0 JONATHAN MOYER DIRECTOR 1.00 1.00 X 0 0 0 JEFFREY VOSS DIRECTOR 1.00 0.00 X 0 0 0 JASON PRITCHARD DIRECTOR 1.00 0.00 X 0 0 0 DOUG TURNER DIRECTOR 1.00 0.00 X 0 0 0 JEFF WAGGONER DIRECTOR 1.00 0.00 X 0 0 0 DAN BONETTI DIRECTOR 1.00 0.00 X 0 0 0 MARTY GIEBELHAUS DIRECTOR 1.00 0.00 X 0 0 0 ANN RIVERS DIRECTOR 1.00 0.00 X 0 0 0 ROB GRIMM DIRECTOR 1.00 0.00 X 0 0 0 DEIDRA MCELROY DIRECTOR 1.00 0.00 X 0 0 0 BRETT KALTVEDT DIRECTOR 1.00 0.00 X 0 0 0 BRIAN RICH DIRECTOR 1.00 0.00 X 0 0 0 MARK INGRAO CEO 40.00 0.00 X 244395 0 28779 MICHAEL AHEARN VP, FINANCE & ADMIN 39.00 1.00 X 140462 0 15270 CYNTHIA SHERIDAN COO, PHCC-FDN 1.00 39.00 X 0 170171 43483 ELICIA MAGRUDER SR. VP BUS. DEV. 40.00 0.00 X 140563 0 28685 BETH DOBKIN SR. QSC MGR. 40.00 0.00 X 141996 0 39239 LESS HANKS BUSINESS COACH 40.00 0.00 X 113298 0 37603 MARK VALENTINI DIR, LEGISLATIVE AFFAIRS 40.00 0.00 X 112429 0 26310 908743 170171 219369 6 0 1 0 0 44858 44858 CONVENTIONS & MEETINGS 900099 1403117 516948 886169 MEMBERSHIP DUES 900099 1153765 1153765 COACHING REVENUE 900099 120578 120578 PUBLICATIONS 541800 10725 10725 EDUCATIONAL SEMINARS 900099 3987 3987 2692172 52497 52497 156780 156780 11811 3603 8208 8208 8208 REIMBURSEMENTS 900099 183318 183318 OTHER REVENUE 900099 36456 36456 219774 3174289 1795278 10725 1323428 7500 21409 221587 902872 56049 108400 78323 3926 43405 2816 276510 40596 144659 77567 32423 151908 498791 48527 22661 INTERCOMPANY REIMBURSEM 85797 OTHER EXPENSE 49290 DUES & SUBS 33766 CONTINUING EDUCATION 992 721 2910495 1384409 489886 42052 204344 317378 332436 124057 269705 4211982 3561217 702550 650765 3456586 3497481 0 6027032 5444617 408644 334052 1234376 297873 6586 163916 1649606 795841 X 4326217 4597567 51209 51209 4377426 4648776 6027032 5444617 263794 -11581 19137 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PLUMBING-HEATING-COOLING CONTRACTORS NATL ASSOC PAC 180 S WASHINGTON ST FALLS CHURCH VA 22046 521304783 24515 0 0 1 1153765 50000 -891760 -841760 57688 -899448 PART I-A, LINE 1: THE PHCC - NATIONAL ASSOCIATION POLITICAL ACTION COMMITTEE (PAC) WAS ORGANIZED FOR THE PURPOSE OF PROVIDING AN OPPORTUNITY FOR INDIVIDUALS INTERESTED IN THE GOALS OF PHCC TO CONTRIBUTE TO WORTHY CANDIDATES FOR FEDERAL OFFICE. THE PAC IS A VOLUNTARY, NON-PROFIT, UNINCORPORATED ORGANIZATION AND IS INDEPENDENT OF ANY POLITICAL PARTY OR CANDIDATE. 244421 244421 1137531 1098221 39310 1311549 1054788 256761 454725 434798 19927 1063756 973410 90346 650765 OTHER LIABILITIES 155152 CHAPTER DUES 8764 163916 1 PHCC EDUCATION FOUNDATION 180 S WASHINGTON STREET FALLS CHURCH CA 22046 541396371 501C3 7500 0 SUPPORT FOR SCHOLARSHIPS 1 0 SCHOLARSHIPS 6 21112 PART I, LINE 2: PHCC EF DISTRIBUTES THE FUNDS DIRECTLY TO THE SCHOOLS ON BEHALF OF THE INDIVIDUAL RECIPIENTS. X X X 0 0 0 MARK INGRAO CEO 230865 0 12500 0 1030 0 14975 0 13804 0 273174 0 0 0 CYNTHIA SHERIDAN COO, PHCC-FDN 0 160686 0 7732 0 1753 0 16821 0 26662 0 213654 0 0 BETH DOBKIN SR. QSC MGR. 118365 0 23069 0 562 0 14314 0 24925 0 181235 0 0 0 ELICIA MAGRUDER SR. VP BUS. DEV. 90843 0 49186 0 534 0 15172 0 13513 0 169248 0 0 0 MICHAEL AHEARN VP, FINANCE & ADMIN 137200 0 1933 0 1329 0 13944 0 1326 0 155732 0 0 0 LESS HANKS BUSINESS COACH 93949 0 19109 0 240 0 11529 0 26074 0 150901 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THE FOLLOWING CLASSES OF MEMBERSHIP: ACTIVE MEMBERS, INTERNET MEMBERS, LIFE MEMBERS, INTERNATIONAL MEMBERS, HONORARY MEMBERS, RETIRED MEMBERS, INDUSTRY ASSOCIATE MEMBERS, INTRODUCTORY MEMBERS, AND PREFERRED AFFILIATE. FORM 990, PART VI, SECTION A, LINE 7A EACH LIFE MEMBER AND EACH REPRESENTATIVE OF AN ACTIVE MEMBER, WHOSE DUES ARE PAID FOR THE CURRENT TERM AND RECEIVED IN THE NATIONAL OFFICE PRIOR TO THE ANNUAL BUSINESS MEETING OF THE ASSOCIATION, SHALL BE ELIGIBLE TO VOTE. ALL LIFE AND ACTIVE MEMBERS MAY VOTE FOR THE ELECTION OF VICE PRESIDENT, EITHER AT THE ANNUAL BUSINESS MEETING OF THE ASSOCIATION OR BY REQUESTING AND RETURNING AN ABSENTEE BALLOT. NO CUMULATIVE, UNIT, NOR PROXY VOTING SHALL BE ALLOWED. IF A LIFE MEMBER OR A REPRESENTATIVE OF AN ACTIVE MEMBER IS NOT REGISTERED FOR THE ANNUAL CONVENTION, THEY MUST SUBMIT A VOTER REGISTRATION FORM TO THE NATIONAL OFFICE AT LEAST FIFTEEN DAYS PRIOR TO THE FIRST DAY OF THE ANNUAL BUSINESS MEETING OF THE ASSOCIATION IN ORDER TO VOTE AT THE MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE QUORUM AT ALL ANNUAL BUSINESS MEETINGS OF THE ASSOCIATION SHALL CONSIST OF THE VOTING MEMBERS PRESENT. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990 WILL BE REVIEWED BY THE AUDIT COMMITTEE AFTER IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS TO INFORM PRESIDENT & EXECUTIVE VICE PRESIDENT WHEN THEY COULD HAVE A CONFLICT OF INTEREST. THE BOARD WOULD ALSO HAVE TO ANNUALLY REPORT ALL CONFLICTS OF INTEREST TO THE PRESIDENT. THE POLICY REQUIRES BOARD MEMBERS TO REMOVE THEMSELVES FROM CONVERSATIONS AND VOTES ON TOPICS WITH WHICH THEY MAY HAVE A CONFLICT OF INTEREST. 1. TRUSTEES, OFFICERS, AND EXEMPT EMPLOYEES HAVE A DUTY TO THE ASSOCIATION TO BE ENTIRELY FREE FROM THE INFLUENCE OF ANY PERSONAL CONSIDERATIONS WHEN NEGOTIATING FOR THE ASSOCATION WITH THIRD PARTIES, MAKING RECOMMENDATION WITH RESPECT TO SUCH NEGOTIATIONS, OR PASSING JUDGMENT ON SUCH NEGOTIATIONS. 2. TRUSTEES, OFFICERS AND EXEMPT EMPLOYEES SHALL PERFORM THE RESPONSIBILITIES OF THEIR POSITION SOLELY ON THE BASIS OF WHAT IS IN THE BEST INTEREST OF THE ASSOCIATION AND WHOLLY FREE FROM INFLUENCE OF PERSONAL CONSIDERATIONS OR RELATIONSHIPS. 3. THE REQUIREMENTS OF FREEDOM FROM CONFLICT OF INTEREST SET FORTH IN THIS POLICY APPLY WITH EQUAL FORCE TO THE SPOUSE, CHILDREN, AND OTHER CLOSE RELATIVES OF EACH TRUSTEE, OFFICER, AND EXEMPT EMPLOYEE. 4. THE PRESIDENT & EXECUTIVE VICE PRESIDENT OF THE ASSOCIATION HAS THE ULTIMATE AUTHORITY AND RESPONSIBILITY TO DETERMINE APPLICABILITY OF THIS POLICY TO THE FACT SITUATION OF EACH TRUSTEE, OFFICER, AND EXEMPT EMPLOYEE AND DECISIONS AS TO THE CORRECTIVE MEASURES AND DISCIPLINARY ACTION IN THE ENFORCEMENT OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE AND ESTABLISHES THE COMPENSATION FOR THE EXECUTIVE VICE PRESIDENT UTILIZING COMPARABLE DATA IN THE MOST RECENT EDITION OF THE ASAE COMPENSATION AND BENEFITS STUDY. THE EXECUTIVE VICE PRESIDENT UTILIZES THIS SAME DATA TO ESTABLISH COMPENSATION FOR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC BUT ARE MADE AVAILABLE TO MEMBERS VIA THE WEBSITE AND/OR ON REQUEST. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO MEMBERS OF ALL COMMITTEES AND THE BOARD. PLUMBING-HEATING-COOLING CONTRACTORS NATIONAL ASSOCATION EDUCATIONAL FDN 180 S WASHINGTON ST FALLS CHURCH VA 22046 541396371 TO PROVIDE EDUCATIONAL PROGRAMS IN THE PLUMBING AND PIPING INDUSTRY DC 501(C)(3) LINE 7 PHCC 1 PLUMBING-HEATING-COOLING CONTRACTORS NATIONAL ASSOCATION PAC 180 S WASHINGTON ST FALLS CHURCH VA 22046 521304783 TO MAKE POLITICAL CONTRIBUTIONS TOWARDS THE ADVANCEMENT OF PLUMBING VA 527 PHCC 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 PHCC ED FOUNDATION O 276637 COST PHCC ED FOUNDATION Q 54101 COST