2024-07-24T11:10:35-05:00 2023-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-07-01 940896343 PLUMBING-HEATING-COOLING CONTRACTORS OF CALIFORNIA PLUM 9169257390 1820 TRIBUTE ROAD A SACRAMENTO CA 95815 WHITNEY SQUIRE CEO 9169257390 2024-07-16 1 WHITNEY SQUIRE 999009999 0 JENNIFER Z IWATA P01310188 9166466464 2024-07-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SARAH WOOD 1820 TRIBUTE ROAD A SACRAMENTO CA 95815 726305 0 X WWW.CAPHCC.ORG X 1901 CA TO PROVIDE PROMOTION AND EDUCATION FOR CONTRACTORS IN THE PLUMBING, HEATING, AND COOLING INDUSTRY IN CALIFORNIA. 10 10 10 10 2117 1117 0 0 675238 645224 482 79 89693 81002 765413 726305 10000 10100 0 0 506085 464812 0 0 0 257202 197231 773287 672143 -7874 54162 348776 320201 239177 137135 109599 183066 THE PLUMBING-HEATING-COOLING CONTRACTORS ASSOCIATION IS DEDICATED TO THE ADVANCEMENT AND EDUCATION OF THE PLUMBING AND HVAC INDUSTRY FOR THE HEALTH, SAFETY, AND COMFORT OF SOCIETY AND THE PROTECTION OF THE ENVIRONMENT. 0 0 RETAINED AND GREW MEMBERSHIP NUMBERS AND ENGAGEMENT. 0 0 0 1 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 4 0 1 10 1 1 1 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 9166400910 1820 TRIBUTE ROAD SUITE A SACRAMENTO CA 95815 CHERYL MOSIER PAST PRESIDENT 2.00 4.00 X X 0 0 0 SARAH WOOD PRESIDENT 2.00 4.00 X X 0 0 0 DAVID BERNHARD VICE PRESIDENT 2.00 4.00 X X 0 0 0 JUSTIN SCHIMNOWSKI SECRETARY/TREASURER 2.00 4.00 X X 0 0 0 MICHAEL DESILVA DIRECTOR 2.00 4.00 X 0 0 0 JIMMY GUERRA DIRECTOR 2.00 4.00 X 0 0 0 ARNIE RODIO DIRECTOR 2.00 4.00 X 0 0 0 RICHARD CADOGAN DIRECTOR 2.00 4.00 X 0 0 0 PATRICK WALLNER DIRECTOR 2.00 4.00 X 0 0 0 DAN BONETTI DIRECTOR 2.00 4.00 X 0 0 0 TRACY THRELFALL CEO 16.00 24.00 X 105000 0 13059 105000 0 13059 2 0 0 0 0 RELATED PARTY COST REI 900099 384543 384543 MEMBERSHIP DUES 812900 161219 161219 CONVENTION INCOME 611710 96795 96795 WEBSITE ADVERTISING 900099 2117 2117 OPEN HOUSE 900099 550 550 645224 79 79 FREE ENTERPRISE FUND 900099 45863 45863 OTHER REVENUE 900099 33780 33780 INVESTMENT IN PCIS 900099 1359 1359 81002 726305 722750 2117 1438 10000 100 118059 272179 5320 38373 30881 22789 36960 20295 367 19405 5716 689 46765 3103 6335 BOARD EXPENSES 26230 MISCELLANEOUS 4389 BANK AND MERCHANT FEES 3884 BAD DEBT 304 672143 31454 23107 180456 105535 20800 23541 7100 4498 13772 13417 260 355 15582 17236 93124 145929 348776 320201 57756 10357 31521 35386 149900 91392 239177 137135 X 29915 103382 79684 79684 109599 183066 348776 320201 54162 19305 0 X X 0 0 0 0 0 0 207082 36960 40194 77154 10354 66800 13772 13417 355 355 INVESTMENT IN PCIS 17236 F 17236 DUE FROM AFFILIATE 140747 PCIS GOODWILL 4081 SECURITY DEPOSITS 1101 145929 ECONOMIC INJURY DISASTER LOAN 84439 DUE TO PHCC GSA TRAINING TRUST 6953 91392 1 PLUMBING-HEATING-COOLING CONTRACTORS EDUCATIONAL FOUNDATION 1820 TRIBUTE ROAD SUITE A SACRAMENTO CA 95815 680098960 501(C)(3) 10000 0 TO ASSIST ORGANIZATION'S PURPOSE TO EDUCATE AND TRAIN THE PUBLIC OF ADVANCES IN TECHNOLOGY APPLICABLE TO THE PLUMBING-HEATING-COOLING INDUSTRY. 1 PART I, LINE 2: THE BOARD OF DIRECTORS REVIEWS THE MINUTES AND FINANCIALS OF THE EDUCATIONAL FOUNDATION BOARD OF TRUSTEE MEETINGS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS IN GOOD STANDING NOMINATE AND ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS IN GOOD STANDING NOMINATE AND ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B MATERIAL CHANGES TO THE GOVERNING DOCUMENTS (E.G., BYLAWS) REQUIRE A VOTE OF THE MEMBERS IN GOOD STANDING. FORM 990, PART VI, SECTION B, LINE 11B COPIES WILL BE PROVIDED TO THE FINANCE & AUDIT COMMITTEE WHO WILL MAKE A RECOMMENDATION TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE DOCUMENTS ARE SIGNED ANNUALLY BY ALL MEMBERS OF THE BOARD OF DIRECTORS. EACH BOARD OF DIRECTORS MEETING INCLUDES A SIGNATURE/READING OF THE ANTITRUST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL: LARGELY DRIVEN BY THE AVAILABLE BUDGET, BY THE RECOMMENDATION OF THE GOVERNANCE COMMITTEE AND AGREED TO BY THE BOARD OF DIRECTORS. COMPENSATION OF ORGANIZATION'S OFFICERS OR KEY IMPLOYEES: EXECUTIVE VICE PRESIDENT (EVP) CONTRACT ESTABLISHES THAT EVP IS RESPONSIBLE FOR ALL STAFF MATTERS, INCLUDING PAYROLL. THIS PROCESS WAS LAST UNDERTAKEN IN 2021. FORM 990, PART VI, SECTION C, LINE 19 NOT PUBLICALLY AVAILABLE AND AVAILABLE ON REQUEST BY THOSE DOING BUSINESS WITH THE ASSOCIATION (E.G., GRANTORS, ACCOUNTANTS, ETC.) FORM 990, PART XII, LINE 2C: NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT (OR REVIEW OR COMPILATION, AS APPLICABLE) OR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT CHANGED FROM THE PRIOR YEAR. PLUMBING-HEATING-COOLING CONTRACTORS EDUCATIONAL FOUNDATION 1820 TRIBUTE ROAD SUITE A SACRAMENTO CA 95815 680098960 TRAINING AND EDUCATION PROGRAMS AND OUTREACH TO POTENTIAL STUDENTS CA 501(C)(3) LINE 10 N/A 0 PLUMBING-HEATING-COOLING CONTRACTORS OF THE GREATER SACRAMENTO AREA 1820 TRIBUTE ROAD SUITE A SACRAMENTO CA 95815 680147439 TO PROVIDE AN ACCREDITED TRAINING COURSE FOR APPRENTICESHIP CA 501(C)(6) N/A 0 PHCC-GSA TRAINING TRUST FUND 1820 TRIBUTE ROAD SUITE A SACRAMENTO CA 95815 854274472 APPRENTICESHIP AND TRAINING PROGRAM CA 501(C)(5) N/A 0 PLUMBING CONTRACTOR INSURANCE SERVICES 1820 TRIBUTE ROAD SUITE A SACRAMENTO CA 95815 680346492 FACILITATE MEMBER ACCESS TO INSURANCE PRODUCTS CA PHCC OF CA C 2733 17236 1.00000 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 PLUMBING-HEATING-COOLING CONTRACTORS OF THE GREATER SACRAMENTO AREA Q 359335 ACTUAL AMOUNT PLUMBING-HEATING-COOLING CONTRACTORS OF THE GREATER SACRAMENTO AREA J 90308 ACTUAL AMOUNT