2024-12-18T14:53:01-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 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 & ADMINISTRATION 7032378100 2024-12-18 1 1 FRANK SMITH P00639053 2022274000 2024-12-18 2023 2024-10-15 13:58:12Z DAN QUINONEZ 180 S WASHINGTON STREET SUITE 100 FALLS CHURCH VA 22046 2396977 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 384340 461327 663440 1496987 724611 327814 40641 110849 1813032 2396977 154275 162317 0 0 307150 582338 0 0 0 695283 951302 1156708 1695957 656324 701020 15619509 18073907 155241 165120 15464268 17908787 PHCC EDUCATIONAL FOUNDATION PROVIDES INNOVATIVE EDUCATIONAL PROGRAMMING TO ENHANCE THE GROWTH AND SUCCESS OF THE PLUMBING AND HVACR INDUSTRY WORKFORCE. 0 0 766820 0 748494 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. 766820 0 748493 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. 162317 162317 SCHOLARSHIPS: ATTRACTING NEW TALENT IS ESSENTIAL TO THE PLUMBING-HEATING-COOLING INDUSTRY. 1695957 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 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 1 0 1 11 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 MICHAEL AHEARN 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 0.00 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 DAN CALLIES FOUNDATION BOARD MEMBER 1.00 1.00 X 0 0 0 RAY JONES FOUNDATION BOARD MEMBER 1.00 0.00 X 0 0 0 JONATHAN MOYER FOUNDATION BOARD MEMBER 1.00 0.00 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 DARRELL FULLER FOUNDATION BOARD MEMBER 1.00 0.00 X 0 0 0 CINDY SHERIDAN COO 10.00 30.00 X X 213157 0 39864 DAN QUINONEZ EXECUTIVE DIRECTOR 38.00 2.00 X 88795 0 9443 MICHAEL AHEARN VP FINANCE & HR 1.00 39.00 X 0 131364 7602 ANGELA COLLINS SR DIRECTOR 40.00 0.00 X 123978 0 12916 JOHN ZINK VP FUNDRAISING 40.00 0.00 X 115284 0 21743 541214 131364 91568 3 0 1 0 DESIGNED ELEARNING SOLUTIONS 95 DRY RUN CIRCLE BATESVILLE AR 72501 DESIGN SERVICES 223594 1 461327 96936 461327 EDUCATIONAL PROGRAMS 900099 994186 994186 SPONSOR REVENUE 900099 502801 502801 1496987 303581 303581 88791 88791 24233 0 24233 24233 24233 MISCELLANEOUS INCOME 900099 22058 22058 22058 2396977 1496987 0 438663 X 162317 162317 464079 464079 21779 21779 57597 57597 38883 38883 27000 27000 78363 78363 221943 221943 40211 40211 55236 55236 105281 105281 109225 109225 173641 173641 INTERCOMPANY EXPENSES 108202 108202 OTHER EXPENSES 18403 18403 PROGRAM DEVELOPMENT 6268 6268 DUES & SUBSCRIPTIONS 5768 5768 1761 1761 1695957 1695957 0 0 0 151852 651807 538990 53113 72600 56814 41567 88564 398051 4280 0 4280 14769211 16840526 0 26041 15619509 18073907 76646 112051 0 53069 78595 0 155241 165120 X 4823339 5464183 10640929 12444604 15464268 17908787 15619509 18073907 701020 1743499 0 X 0 0 0 X 449156 470988 520418 384340 461327 2286229 449156 470988 520418 384340 461327 2286229 64100 2222129 261589 266368 454573 265070 392372 1639972 6453 16322 13094 5194 22058 63121 3989322 2160427 0.55700 0.55870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 6,453. 2020 AMOUNT: $ 16,322. 2021 AMOUNT: $ 13,094. 2022 AMOUNT: $ 5,194. 2023 AMOUNT: $ 22,058. 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 (D) REPRESENTS THE ACTIVITY FROM THE SHORT YEAR BEGINNING JULY 1, 2022 AND ENDING DECEMBER 31, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11149155 17146 1751461 654420 12263342 10941847 27519 205564 25775 11149155 13552790 5037 -2005821 610159 10941847 10427595 47942 3394094 316841 13552790 10402094 119952 235205 329656 10427595 0.00000 0.44893 0.55107 0 0 4280 4280 4280 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 SCHOLARSHIP DISBURSEMENTS 145547 PHCC AUXILLIARY SCHOLARSHIPS 16770 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 213157 0 0 0 0 0 9629 0 30235 0 253021 0 0 0 X FIXTURES 10 59145 DONOR ESTIMATES X TOOLS 3 37791 DONOR ESTIMATES 0 0 0 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. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 221,943. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 221,943. 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 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 PHCC-NA P 108202 COST