2023-11-15T09:45:22-06:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-07-01 541396371 PLUMBING-HEATING-COOLING CONTRACTORS- NATL ASSOC EDUCATIONAL FOUNDATION PLUM 7032378100 180 S WASHINGTON STREET SUITE 100 FALLS CHURCH VA 22046 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 DAN QUINONEZ 180 S WASHINGTON STREET SUITE 100 FALLS CHURCH VA 22046 1813032 0 X WWW.FOUNDATION.PHCCWEB.ORG X 1987 DC PHCC EDUCATIONAL FOUNDATION PROVIDES INNOVATIVE EDUCATIONAL PROGRAMMING TO ENHANCE THE GROWTH AND SUCCESS OF THE PLUMBING AND HVACR INDUSTRY WORKFORCE. 16 15 0 75 0 0 520418 384340 416734 663440 1525925 724611 854754 40641 3317831 1813032 164320 154275 0 0 529190 307150 0 0 9567 1036958 695283 1730468 1156708 1587363 656324 15538407 15619509 244896 155241 15293511 15464268 PHCC EDUCATIONAL FOUNDATION PROVIDES INNOVATIVE EDUCATIONAL PROGRAMMING TO ENHANCE THE GROWTH AND SUCCESS OF THE PLUMBING AND HVACR INDUSTRY WORKFORCE. 0 0 288712 448382 BUSINESS MANAGEMENT TRAINING: THE FOUNDATION DEVELOPS AND DELIVERS BUSINESS MANAGEMENT PROGRAMS WITH A FOCUS ON IMPROVING PROFITABILITY AND PRODUCTIVITY. THE ESSENTIALS OF PROJECT MANAGEMENT COURSE EXAMINED PROJECT MANAGEMENT FROM PRE-BID TO CLOSE-OUT WITH A FOCUS ON STANDARDIZING PROCESS, CUTTING WASTED TIME AND IMPROVING PROFITS. THE CREATING SUPER FOREMEN WORKSHOPS COVERED THE LATEST IN MANAGING CHANGE, WORKFORCE DEVELOPMENT, TIME AND WORKLOAD MANAGEMENT. THE SEMINAR AND WEBINAR SERIES REACHED OVER 2,500 CONTRACTORS AND THEIR EMPLOYEES IN ONLINE AND IN PERSON PROGRAMS ON TOPICS INCLUDING NEW OVERTIME RULES, WEB STRATEGIES, AND OSHA'S NEW CONFINED SPACE STANDARDS. 358693 215058 APPRENTICE AND JOURNEYMAN TRAINING AND WORKFORCE DEVELOPMENT: PROGRAMS AND RESOURCES ARE DESIGNED TO RECRUIT AND PREPARE THE NEXT GENERATION OF SKILLED WORKERS IN THE P-H-C INDUSTRY. THE FOUNDATION'S PLUMBING AND HVACR TEXTBOOKS HAVE TRAINED OVER 400 STUDENTS. ENROLLMENT IN THE PLUMBING AND HVAC ELEARNING PROGRAMS, WHICH PROVIDE AN ALTERNATIVE TO CLASSROOM BASED INSTRUCTION, CONTINUED TO GROW. THE REVISIONS TO PLUMBING 301 WERE COMPLETED. THE FOUNDATION WAS A SPONSOR FOR THE HVAC EXCELLENCE INSTRUCTOR WORKSHOP AND SUPPORTED THE SKILLS USA PLUMBING AND HVAC NATIONAL COMPETITIONS. THE FOUNDATION HOSTED THE NATIONAL PLUMBING AND HVAC CONTESTS. 154275 154275 SCHOLARSHIPS: ATTRACTING NEW TALENT IS ESSENTIAL TO THE PLUMBING-HEATING-COOLING INDUSTRY. 801680 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AR CA CT FL GA HI IL KS KY MD MA MI MN MS NV NH NJ NM NY NC ND OR PA RI SC TN UT VA WV WI X THE FOUNDATION 7032378100 180 S WASHINGTON STREET SUITE 100 FALLS CHURCH VA 22046 KEVIN TINDALL FOUNDATION CHAIRMAN 2.00 0.00 X X 0 0 0 PATRICK WALLNER FOUNDATION VICE CHAIRMAN 1.00 0.00 X X 0 0 0 STEVE RIVERS FOUNDATION SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 KEITH BIENVENU FOUNDATION BOARD MEMBER 1.00 1.00 X 0 0 0 JAN BRAY FOUNDATION BOARD MEMBER 1.00 0.00 X 0 0 0 LAURA CIRIELLO-BENEDICT FOUNDATION BOARD MEMBER 1.00 1.00 X 0 0 0 JOE CORNETTA FOUNDATION BOARD MEMBER 1.00 1.00 X 0 0 0 DAVE FRAME FOUNDATION BOARD MEMBER 1.00 1.00 X 0 0 0 DARRELL FULLER FOUNDATION BOARD MEMBER 1.00 0.00 X 0 0 0 RAY JONES FOUNDATION BOARD MEMBER 1.00 0.00 X 0 0 0 JONATHAN MOYER FOUNDATION BOARD MEMBER 1.00 1.00 X 0 0 0 ELISABETH SUTTON FOUNDATION BOARD MEMBER 1.00 0.00 X 0 0 0 KATHY TINDALL FOUNDATION BOARD MEMBER 1.00 0.00 X 0 0 0 NICOLE URIZZO FOUNDATION BOARD MEMBER 1.00 0.00 X 0 0 0 RICK WHITAKER FOUNDATION BOARD MEMBER 1.00 1.00 X 0 0 0 CINDY SHERIDAN COO 39.00 1.00 X X 170171 0 43482 JESSICA BRIDGES EXECUTIVE DIRECTOR 40.00 0.00 X 45600 0 3963 MICHAEL AHEARN VP FINANCE & HR 1.00 39.00 X 0 140462 15270 ANGELA COLLINS SR DIRECTOR 40.00 0.00 X 112889 0 18032 JOHN ZINK VP FUNDRAISING 40.00 0.00 X 101415 0 25381 430075 140462 106128 0 0 1 0 0 7500 376840 82585 384340 EDUCATIONAL PROGRAMS 900099 448382 448382 SPONSOR REVENUE 900099 215058 215058 663440 229624 229624 35447 35447 494987 0 494987 494987 494987 MISCELLANEOUS INCOME 900099 5194 5194 5194 1813032 663440 0 765252 154275 154275 156391 109472 39099 7820 128454 30479 96552 1423 5181 1560 3598 23 3567 3567 13557 4874 8467 216 1800 1800 29755 29755 15269 12472 2797 106424 85329 21095 1401 1401 50311 47230 2996 85 39826 39826 9423 2873 6550 71891 57343 14548 55856 25090 30766 10651 10651 8823 8823 PROGRAM DEVELOPMENT 141819 141819 TOOLS AND DONATED EQUIP 82585 82585 INTERCOMPANY EXPENSES 54101 54101 OTHER EXPENSES 8679 2619 6060 6669 2433 4236 1156708 801680 345461 9567 791222 651807 75008 53113 75008 56814 21368 88564 14530169 14769211 45632 0 15538407 15619509 117984 76646 126912 0 78595 244896 155241 X 4315400 4823339 10978111 10640929 15293511 15464268 15538407 15619509 656324 -485567 0 X 0 1 X 1 0 X 683843 449156 470988 520418 384340 2508745 683843 449156 470988 520418 384340 2508745 194567 2314178 335107 261589 266368 454573 265070 1582707 9292 6453 16322 13094 5194 50355 4141807 663440 0.55870 0.55070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 9,292. 2019 AMOUNT: $ 6,453. 2020 AMOUNT: $ 16,322. 2021 AMOUNT: $ 13,094. 2022 AMOUNT: $ 5,194. SCHEDULE A, PART II THE ORGANIZATION CHANGED ITS YEAR-END FROM JUNE TO DECEMBER, EFFFECTIVE JULY 2022. AS A RESULT, THE SCHEDULE A, PART II, COLUMN (E) REPRESENTS THE ACTIVITY FROM THE SHORT YEAR BEGINNING JULY 1, 2022 AND ENDING DECEMBER 31, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10941847 27519 205564 25775 11149155 13552790 5037 -2005821 610159 10941847 10427595 47942 3394094 316841 13552790 10402094 119952 235205 329656 10427595 10296776 168991 247649 311322 10402094 0.00000 0.50100 0.49900 0 0 0 DUE TO AFFILIATES 78595 78595 PART V, LINE 4: THE ORGANIZATION'S PERMANENTLY RESTRICTED NET ASSETS CONSIST OF AN ENDOWMENT ESTABLISHED TO FUND THE FOUNDATION'S PROGRAMS. THE INTEREST, DIVIDENDS, AND REALIZED AND UNREALIZED GAINS/LOSSES EARNED ON THE ENDOWMENT'S INVESTMENTS FUND THE FOUNDATION'S PROGRAMS. 1 SCHOLARSHIPS 57 126763 PHCC AUXILLIARY SCHOLARSHIPS 11 27512 PART I, LINE 2: GRANTEES REPORT TO THE FOUNDATION RECIPIENTS OF SCHOLARSHIP FUNDS. THESE FUNDS ARE DISBURSED TO THE RECIPIENTS' SCHOOLS DIRECTLY. X X 0 0 0 0 0 0 0 0 0 CINDY SHERIDAN COO 160686 0 7732 0 1753 0 16821 0 26661 0 213653 0 0 0 MICHAEL AHEARN VP FINANCE & HR 0 137200 0 1933 0 1329 0 13944 0 1326 0 155732 0 0 X TOOLS 8 72565 FMV X FIXTURES 1 10020 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 2 KEVIN TINDALL, KATHY TINDALL: FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE AND FOUNDATION CHAIRPERSON WILL REVIEW IRS FORM 990 AFTER IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS TO INFORM THE FOUNDATION CHAIRPERSON AND CHIEF OPERATING OFFICER WHEN THEY COULD HAVE A CONFLICT OF INTEREST. THE BOARD WOULD ALSO HAVE TO ANNUALLY REPORT ALL CONFLICTS OF INTEREST TO THE CHAIRPERSON. THE POLICY REQUIRES BOARD MEMBERS TO REMOVE THEMSELVES FROM CONVERSATIONS AND VOTES ON TOPICS WITH WHICH THEY MAY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL REVIEW IS CONDUCTED IN EXECUTIVE SESSION WITH THE EXECUTIVE/COMPESNATION COMMITTEE OF THE EDUCATIONAL FOUNDATION. THE FINAL DETERMINATION OF ANY BONUS IS COMMUNICATED IN WRITING BY THE CHAIRMAN. THE EXECUTIVE COMMITTEE WILL MAKE ITS DETERMINATION OF THE COMPENSATION OFFER TO THE CHIEF OPERATIONS OFFICER BASED ON THE TOTALITY OF INFORMATION GATHERED IN THE PERFORMANCE EVALUATION AND COMPENSATION REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 19 PHCC NATIONAL ASSOCIATION EDUCATIONAL FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. PLUMBING-HEATING-COOLING CONTRACTORS NATIONAL ASSOCIATION 180 S WASHINGTON ST FALLS CHURCH VA 22046 530114670 AN ASSOCIATION OF PLUMBING & HVACR CONTRACTORS FOR THE ADVANCEMENT OF THE IN DE 501(C)(6) N/A 0 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 PHCC O 276637 COST PHCC P 54101 COST