2025-05-15T19:48:48-05:00 2024-06-30 330700332 VASQUEZ COMPANY LLP 655 N CENTRAL AVE STE 1550 GLENDALE CA 91203 990 2023-07-01 940896343 PLUMBING-HEATING-COOLING CONTRACTORS OF CALIFORNIA PLUM 9169257390 1820 TRIBUTE ROAD A SACRAMENTO CA 95815 WHITNEY SQUIRE CEO 9169257390 2025-05-15 1 1 REGINA PRINCE CPA P00576936 2138731700 2023 2025-03-06 01:10:19Z SARAH WOOD 1820 TRIBUTE ROAD A SACRAMENTO CA 95815 738513 0 X WWW.CAPHCC.ORG X 1901 CA PHCC OF CALIFORNIA IS A PROMINENT TRADE ORGANIZATION REPRSENTING PROFESSIONALS IN THE PLUMBING, HEATING, AND COOLING INDUSTRIES ACROSS THE STATE. THE ORGANIZATION HAS BEEN INSTRUMENTAL IN TRAINING THE WORKFORCE, ELEVATING INDUSTRY STANDARDS, AND CONNECTING PROFESSIONALS WITHIN THE PLUMBING-HEATING-COOLING SECTORS. 12 12 10 0 0 0 0 35636 645224 700127 79 21 81002 2729 726305 738513 10100 10389 0 0 464812 410057 0 0 0 197231 273519 672143 693965 54162 44548 320201 346553 137135 136176 183066 210377 X SEE SCHEDULE O 0 0 PHCC OF CALIFORNIA SUPPORTED AND ADVANCED THE PLUMBING, HEATING, AND COOLING INDUSTRY BY PROVIDING EDUCATION, ADVOCACY, AND NETWORKING OPPORTUNITIES TO ITS MEMBERS. THE ORGANIZATION HOSTED ANNUAL CONVENTIONS, REGIONAL TRAINING EVENTS, AND ONLINE WEBINARS FOCUSED ON WORKFORCE DEVELOPMENT, SAFETY, AND REGULATORY COMPLIANCE. PHCC OF CA ENGAGED WITH STATE AND LOCAL GOVERNMENT AGENCIES TO REPRESENT THE INTERESTS OF CONTRACTORS AND SUPPORTED LEGISLATIVE INITIATIVES AFFECTING LICENSING, WORKFORCE STANDARDS, AND ENERGY REGULATIONS. THE ORGANIZATION ALSO PROMOTED INDUSTRY CAREERS THROUGH OUTREACH PROGRAMS AND SCHOLARSHIP OPPORTUNITIES, HELPING TO DEVELOP THE NEXT GENERATION OF SKILLED TRADES PROFESSIONALS. 0 1 0 1 0 0 0 0 0 1 0 0 1 0 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 6 0 1 10 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X SUSAN POWERS 9169257390 1820 TRIBUTE ROAD A SACRAMENTO CA 95815 DAVE BERNHARD PAST PRESIDENT 2.00 4.00 X 0 0 0 JUSTIN SCHIMNOWSKI PRESIDENT 2.00 9.00 X X 0 0 0 JIMMY GUERRA VICE PRESIDENT 2.00 4.00 X X 0 0 0 DAN BONETTI SECRETARY/TREASURER 2.00 3.00 X X 0 0 0 CHERYL MOSIER DIRECTOR 2.00 2.00 X 0 0 0 ARNIE RODIO DIRECTOR 2.00 2.00 X 0 0 0 PATRICK WALLNER DIRECTOR 2.00 2.00 X 0 0 0 RICHARD CADOGAN DIRECTOR 2.00 2.00 X 0 0 0 MICHAEL DE SILVA DIRECTOR 2.00 1.00 X 0 0 0 JUAN NOLASCO DIRECTOR 2.00 0.00 X 0 0 0 SARAH WOOD DIRECTOR 2.00 2.00 X 0 0 0 KEVIN GLENN AFFILIATE DIRECTOR 2.00 0.00 X 0 0 0 WHITNEY SQUIRE CEO/EX-OFFICIO 25.00 25.00 X 100000 0 5830 100000 0 5830 0 0 0 0 0 35636 35636 MANAGEMENT FEES 541611 388839 388839 MEMBERSHIP DUES 561920 211307 211307 CONVENTION INCOME 561920 99981 99981 700127 21 21 MISCELLANEOUS INCOME 541611 2729 2729 2729 738513 700127 0 2750 10000 389 105830 265252 3395 4041 31539 6604 14712 2753 2738 19615 3697 10806 11695 102451 2190 355 60287 BOARD EXPENSES 17713 BAD DEBTS EXPENSE 8913 MISCELLANEOUS EXPENSES 6253 DUES & SUBSCRIPTIONS 2737 693965 23107 109723 105535 105556 23541 106347 4498 2666 13772 13772 355 0 17236 145929 22261 320201 346553 10357 24675 35386 32564 91392 78937 137135 136176 X 103382 130695 79684 79682 183066 210377 320201 346553 X 44548 -17237 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 1 211307 30000 66800 96800 96800 6286 6286 0 7486 7486 0 0 DUE FROM AFFILIATES 17079 PCIS GOODWILL 4081 SECURITY DEPOSIT 1101 22261 ECONOMIC INJURY DISASTER LOAN 78937 78937 1 PLUMBING-HEATING-COOLING CONTRACTORS EDUCATIONAL FOUNDATION 1820 TRIBUTE ROAD SUITE A SACRAMENTO CA 95815 680098960 501(C)(3) 10000 0 THE ORGANIZATION IS A RELATED TAX-EXEMPT ENTITY AND THE CEO SERVES BOTH ORGANIZATION, AND ENSURES PROPER SPENDING. 1 0 FORM 990, PART III, LINE 1 CAPHCC OF CALIFORNIA SPECIFIC PURPOSES FOR WHICH THIS IS FORMED ARE: . FOR THE ADVANCEMENT AND ENCOURAGEMENT OF BETTER METHODS AND PRACTICES IN THE FIELDS OF PLUMBING, HYDRONIC HEATING AND HYDRONIC COOLING AND MECHANICAL TRADES; . FOR THE ADVANCEMENT OF SANITATION AND SANITARY LAWS AND FOR THE ADVANCEMENT OF TECHNIQUES IN AIR CONDITIONING -- BE IT HEATING OR COOLING -- LEADING TO BETTER PROTECTION OF THE HEALTH AND WELFARE OF THE PUBLIC; . FOR THE IMPROVEMENT OF PLUMBING APPLIANCES AND FIXTURES AND OF HEATING-COOLING EQUIPMENT AND PARTS; . FOR THE EDUCATION OF THE MEMBERS OF THE INDUSTRY IN THE TRADES OF PLUMBING, HYDRONIC HEATING AND HYDRONIC COOLING AND THE BEST METHOD OF CONDUCTING SUCH BUSINESS; . FOR THE ESTABLISHMENT OF HARMONIOUS AND EQUITABLE RELATIONS BETWEEN CONTRACTORS, JOURNEYMEN, APPRENTICES AND OTHER EMPLOYEES AND BETWEEN MANUFACTURERS AND JOBBERS IN SUPPLIES USED IN THE PLUMBING, HEATING, COOLING, MECHANICAL, GAS-FITTING AND DRAINAGE BUSINESS; . FOR THE EDUCATION OF THE APPRENTICE IN THE ARTS OF PLUMBING, HYDRONIC HEATING, AND HYDRONIC COOLING AND THE ESTABLISHMENT OF A CONTINUING APPRENTICESHIP SYSTEM; AND . FOR THE LEGISLATIVE, REGULATORY AND GOVERNMENT RELATIONS REPRESENTATION IN MATTERS OF WORKFORCE DEVELOPMENT, CODES, LICENSING, FUNDING, BONDING, EMPLOYMENT AND BUSINESS DEVELOPMENT. FORM 990, PART VI, SECTION B, LINE 11B PHCC OF CA OUTSIDE CPA FIRM AND THE CEO PREPARE THE FORM 990. THE FORM IS THEN REVIEWED AND APPROVED BY THE ORGANIZATION'S CEO. THE FORM IS PROVIDED TO AND REVIEWED WITH THE ENTIRE GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS NOT ADOPTED A WRITTEN CONFLICT-OF-INTEREST POLICY; HOWEVER, IT FOLLOWS A RELATED ORGANIZATION'S POLICY. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE CONSIDERED "COVERED PERSONS" UNDER PLUMBING-HEATING-COOLING CONTRACTORS OF CALIFORNIA'S CONFLICT OF INTEREST POLICY. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF THE FINANCIAL INTEREST AND HAS THE OPPORTUNITY TO PRESENT ALL RELEVANT MATERIAL FACTS TO THE BOARD PRIOR TO ITS CONSIDERATION OF THE PROPOSED TRANSACTION OR ARRANGEMENT. FOLLOWING THE DISCLOSURE AND ANY RELATED DISCUSSION, THE INTERESTED PERSON LEAVES THE MEETING WHILE THE BOARD DISCUSSES AND VOTES ON WHETHER A CONFLICT OF INTEREST EXISTS. THE DISINTERESTED MEMBERS OF THE BOARD MAKE THE FINAL DETERMINATION. AN INTERESTED PERSON MAY PRESENT INFORMATION TO THE BOARD BUT MUST LEAVE THE MEETING DURING THE DISCUSSION AND VOTE ON THE TRANSACTION OR ARRANGEMENT INVOLVING THE POTENTIAL CONFLICT OF INTEREST. IF APPROPRIATE, THE BOARD CHAIR APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO EXPLORE ALTERNATIVES. AFTER DUE DILIGENCE, THE BOARD DETERMINES WHETHER A MORE ADVANTAGEOUS TRANSACTION, FREE OF CONFLICT, IS REASONABLY AVAILABLE. IF NOT, THE DISINTERESTED DIRECTORS DECIDE BY MAJORITY VOTE WHETHER THE PROPOSED TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, BENEFITS THE ORGANIZATION, AND IS FAIR AND REASONABLE. THE BOARD THEN MAKES ITS FINAL DECISION ACCORDINGLY. IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, IT INFORMS THE MEMBER OF THE CONCERN AND PROVIDES AN OPPORTUNITY TO RESPOND. AFTER REVIEWING THE RESPONSE AND CONDUCTING ANY NECESSARY INVESTIGATION, THE BOARD DETERMINES WHETHER A FAILURE OCCURRED AND, IF SO, TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. BOARD MEETING MINUTES INCLUDE THE NAMES OF INDIVIDUALS WHO DISCLOSE OR ARE FOUND TO HAVE A FINANCIAL INTEREST, THE NATURE OF THAT INTEREST, ACTIONS TAKEN TO DETERMINE THE PRESENCE OF A CONFLICT, AND THE BOARD'S DECISION. MINUTES ALSO RECORD THE NAMES OF THOSE PRESENT FOR RELATED DISCUSSIONS AND VOTES, THE CONTENT OF THE DISCUSSIONSINCLUDING ANY ALTERNATIVES CONSIDEREDAND THE RESULTS OF ANY VOTES TAKEN. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS HAS A POLICY FOR REVIEWING AND APPROVING THE COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE OFFICER ON A REGULAR BASIS TO DETERMINE IT IS FAIR AND REASONABLE WITH THE GOAL OF RETAINING EMPLOYEES AT COMPENSATION LEVELS WITHIN APPROPRIATE MARKET RANGE. THE POLICY PROVIDES THAT THE REVIEW AND APPROVAL OF THE COMPENSATION ARRANGEMENT WILL BE CONDUCTED, IN ADVANCE, BY INDEPENDENT AND IMPARTIAL MEMBERS OF THE BOARD (OR A COMMITTEE OF THE BOARD). THE BOARD REVIEWS COMPARABLE COMPENSATION DATA FOR COMPARABLE SERVICES, COMPARABLE ENTERPRISES (BY BUDGET, REVENUES, NUMBER OF EMPLOYEES, PERSONS SERVED, AND MISSION), COMPARABLE CIRCUMSTANCES (GEOGRAPHIC LOCATION AND ECONOMIC CONDITIONS/COST OF LIVING), AND OTHER FACTORS SUCH AS WHETHER THE PERSON MANAGES MULTIPLE FUNCTIONS OR DEPARTMENTS, THE EMPLOYEE'S DUTIES AND PAST PERFORMANCE HISTORY, AND THE EMPLOYEE'S BACKGROUND, SKILLS, EDUCATION, AND EXPERIENCE. THE BOARD MAY ALSO REVIEW CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS AND CONSIDER RECENT WRITTEN OFFERS FROM SIMILAR ORGANIZATIONS COMPETING FOR THE COVERED INDIVIDUAL'S SERVICES. THE DOCUMENTATION OF THE BOARD INCLUDES THE TERMS OF THE TRANSACTION AND THE DATE OF APPROVAL, THE MEMBERS WHO WERE PRESENT DURING THE DEBATE AND VOTE ON THE TRANSACTION, A DESCRIPTION OF THE COMPARABILITY DATA AND HOW IT WAS OBTAINED AND RELIED UPON INCLUDING THE RECOMMENDATIONS RECEIVED FROM THIRD-PARTY CONSULTANTS, AND DOCUMENTATION OF THE BASIS FOR THE DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. HOWEVER, CURRENT TAX LAW DOES NOT REQUIRE THESE DOCUMENTS BE PROVIDED TO THE PUBLIC. FORM 990, PART XI, LINE 9: PCIS RETAINED EARNINGS -17,237. PHCC EDUCATIONAL FOUNDATION 1820 TRIBUTE ROAD SUITE A SACRAMENTO CA 95815 680098960 EDUCATIONAL PROGRAMS, TRAINING, AND OUTREACH TO POTENTIAL STUDENTS CA 501(C)(3) LINE 10 1 PHCC OF THE GREATER SACRAMENTO AREA 1820 TRIBUTE ROAD SUITE A SACRAMENTO CA 95815 680147439 PROVIDE ACCREDITED TRAINING COURSES FOR APPRENTICESHIP CA 501(C)(6) 1 PHCC OF SACRAMENTO VALLEY INC 1820 TRIBUTE ROAD SUITE A SACRAMENTO CA 95815 680443342 PROMOTE PLUMBING, HEALTING & COOLING INDUSTRIES CA 501(C)(6) 1 PLUMBING CONTRACTORS INSURANCE SERVICES 1820 TRIBUTE ROAD SUITE A SACRAMENTO CA 95815 680346492 FACILITATE MEMBER ACCESS TO INSURANCE PRODUCTS CA PHCC OF CALIFORNIA C 172 1.00000 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 PHCC EDUCATIONAL FOUNDATION B 10000 BOOKS PHCC-GSA TRAINING TRUST FUND Q 388839 BOOKS PHCC-GSA TRAINING TRUST FUND C 35636 BOOKS