2024-08-30T07:25:13-05:00 2023-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990PF 2023-01-01 541524318 NCMA Education Research Foundation NCMA 7037131900 13750 Sunrise Valley Drive Herndon VA 201714662 Robert Thomas Treasurer 7037131900 2024-08-30 1 1 Lori A Collingsworth P00639819 7038930300 2024-08-29 2023 2024-08-08 14:25:15Z X 9949518 X 4415 X 805 805 266840 266840 -137621 1957283 0 134439 267645 0 0 0 2434 0 2434 37130 0 37130 52438 48197 4241 12000 0 0 63624 0 63624 167626 48197 107429 717415 97280 885041 48197 204709 -750602 219448 326303 88211 88211 256793 0 0 8686300 8664041 9815160 47011 46147 46147 9316407 8798399 9949518 949968 1148717 48079 21283 998047 1170000 X 8318360 7628399 8318360 7628399 9316407 8798399 8318360 -750602 1302517 8870275 1241876 7628399 Publicly traded securities P 1914220 2094904 -180684 -180684 Capital Gains Dividends P 43063 43063 43063 -137621 3050 0 3050 0 3050 12417 0 0 0 12417 X 2 9365 9365 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 masonryandhardscapes.org/ncma-foundation Concrete Masonry & Hardscapes Association 7037131900 13750 Sunrise Valley Drive Herndon VA 201714662 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 Pat Sauter 13750 Sunrise Valley Drive Herndon VA 201714662 Chair 1.00 0 0 0 Eric Absalon 13750 Sunrise Valley Drive Herndon VA 201714662 Vice-Chair 1.00 0 0 0 Ryan Suszek 13750 Sunrise Valley Drive Herndon VA 201714662 Secretary 1.00 0 0 0 Robert Thomas 13750 Sunrise Valley Drive Herndon VA 201714662 Treasurer 1.00 0 0 0 Steve Berry 13750 Sunrise Valley Drive Herndon VA 201714662 Past Chair 1.00 0 0 0 Marshall Brown 13750 Sunrise Valley Drive Herndon VA 201714662 Ex-Officio 1.00 0 0 0 Sam Hoehner 13750 Sunrise Valley Drive Herndon VA 201714662 Ex-Officio 1.00 0 0 0 Matt Lynch 13750 Sunrise Valley Drive Herndon VA 201714662 Ex-Officio 1.00 0 0 0 Rich O'Connor 13750 Sunrise Valley Drive Herndon VA 201714662 Ex-Officio 1.00 0 0 0 Mark Wilhelms 13750 Sunrise Valley Drive Herndon VA 201714662 Ex-Officio 1.00 0 0 0 Jacob Boyer 13750 Sunrise Valley Drive Herndon VA 201714662 Trustee 1.00 0 0 0 Justin Campbell 13750 Sunrise Valley Drive Herndon VA 201714662 Trustee 1.00 0 0 0 John Fizzano 13750 Sunrise Valley Drive Herndon VA 201714662 Trustee 1.00 0 0 0 Brent Gleason 13750 Sunrise Valley Drive Herndon VA 201714662 Trustee 1.00 0 0 0 Bradley Gardner 13750 Sunrise Valley Drive Herndon VA 201714662 Trustee 1.00 0 0 0 Travis Hildore 13750 Sunrise Valley Drive Herndon VA 201714662 Trustee 1.00 0 0 0 Rich Solomon 13750 Sunrise Valley Drive Herndon VA 201714662 Trustee 1.00 0 0 0 Robert Sullivan 13750 Sunrise Valley Drive Herndon VA 201714662 Trustee 1.00 0 0 0 Jody Wall 13750 Sunrise Valley Drive Herndon VA 201714662 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 9497827 180252 0 9678079 0 0 9678079 145171 9532908 476645 476645 3050 3050 473595 85345 558940 0 558940 204709 0 620135 824844 558940 0 0 63911 63911 824844 0 0 0 558940 265904 0 0 329815 0 0 0 0 0 0 0 329815 63911 265904 X Jaiden Shea 13750 Sunrise Valley Drive Herndon VA 20171 None I John & Marlene Heslip Architecture Student Scholarship 5000 Devon Golden 13750 Sunrise Valley Drive Herndon VA 20171 None I Paul and Helen Lenchuk Engineering Student Scholarship Program 5000 Meaghan Booth 13750 Sunrise Valley Drive Herndon VA 20171 None I John & Marlene Heslip Architecture Student Scholarship 5000 Tyler Kleinsasser 13750 Sunrise Valley Drive Herndon VA 20171 None I Paul and Helen Lenchuk Engineering Student Scholarship Program 5000 Chanel Vinet 13750 Sunrise Valley Drive Herndon VA 20171 None I John & Marlene Heslip Architecture Student Scholarship 5000 Arizona Masonry Council 3133 W Frye Road Suite 101 Chandler AZ 85226 None NC AMC Southwest Guide to Masonry 21000 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC CMHA CO2 Sequestration Phase 1 Extension 4905 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC Coltivomae Developing Dry-Stack Design Standard 12500 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC Bennett/Thompson Developing High Wind Design Standard 10000 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC CMHA Hardscape Installer Workforce Development 12500 Middle Tennessee State University 1301 E Main St Murfreesboro TN 37132 None PC MTSU Concrete Industry Management Scholarship 2000 Bowling Green State University 220 McFall Ctr Bowling Green OH 43403 None PC Architecture Student Design Competition Project Investigator: Andreas Luescher, Bowling Green State University 5500 North Carolina Masonry Contractors Association 8030 North Dr Mt Pleasant NC 28124 None NC Federal Department of Labor Masonry Youth Apprenticeship 3875 97280 Northwest Concrete Masonry Association 16300 Mill Creek Blvd Mill Creek WA 98012 None NC NWCMA Tactile Learning Exhibit 10000 Arizona Masonry Council 3133 W Frye Road Suite 101 Chandler AZ 85226 None NC AMC Southwest Guide to Masonry 21000 Georgia Institute of Technology 225 North Ave NW Atlanta GA 30332 None PC Experimental and Numerical Evaluation of the Modulus of Rupture Values and Deflection Limits for Masonry Beams 87765 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC CMHA CO2 Sequestration Phase 1 Extension 20095 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC CMHA Spray Bar Test Method Evaluation 15000 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC Coltivomae Developing Dry-Stack Design Standard 25000 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC Bennett/Thompson Developing High Wind Design Standard 22500 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC CMHA Update NCMA TEK Notes 75000 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC CMHA Hardscape Installer Workforce Development 12500 Middle Tennessee State University 1301 E Main St Murfreesboro TN 37132 None PC MTSU Concrete Industry Management Scholarship 8000 Lafayette College 730 High Street Easton PA 18042 None PC Response of Geogrid-Reinforced Segmental Retaining Walls Subjected to Post and Beam Barrier Loading 126514 North Carolina Masonry Contractors Association 8030 North Dr Mt Pleasant NC 28124 None NC Federal Department of Labor Masonry Youth Apprenticeship 11625 Pennsylvania State University 201 Old Main State College PA 16801 None PC Architecture Student Design Competition 16500 The Masonry Society 105 South Sunset Street Suite Q Longmont CO 80501 None NC The Masonry Educators Workshop (MEW) 15000 University of Memphis 3720 Alumni Ave Memphis Memphis TN 38152 None PC Virtual Reality for Architectural and Structural Collaboration in CMU 19803 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC Evaluation of Wire Reinforcement Used as Confinement for Lap Splices 17333 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC SkillsUSA 2024 National Competition Sponsorship 6500 Association of Collegiate Schools of Architecture 1735 New York Ave NW Washington DC 20006 None PC Student Design Competition Hosted by Association of Collegiate Schools of Architecture (ACSA) 2024-2025 60000 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC CMHA Design Virtual Assistant for Next-Gen Structures through Machine Learning and Big Data 40000 The Masonry Society 105 South Sunset Street Suite Q Longmont CO 80501 None NC Further Development for Masonry Standards Online 10000 620135 14 805 14 266840 18 -137621 0 130024 0 130024 1 0 0 0 0 0 0 1 1 1a(1) 93832 Concrete Masonry & Hardscapes Association Grants to 501(c)(6) organization for educational purposes/ foundation exercised expenditure responsibility. 1b(6) 176 Concrete Masonry & Hardscapes Association CMHA provides administrative services to the Foundation. Amount on Line b6 is reimbursed overhead costs. 1c 55946 Concrete Masonry & Hardscapes Association CMHA provides administrative services to the Foundation. Amount on Line c is reimbursed administrative staffing costs. 1a(1) 101000 The Masonry Society Grants to 501(c)(6) organization for educational purposes/ foundation exercised expenditure responsibility. 1a(1) 21000 Arizona Masonry Council Grants to 501(c)(6) organization for educational purposes/ foundation exercised expenditure responsibility. 1a(1) 5000 Masonry & Ceramic Tile Institute of Oregon (MIOCTIO) Grants to 501(c)(6) organization for educational purposes/ foundation exercised expenditure responsibility. 1a(1) 9120 Canadian Concrete Masonry Producers Association Grants to 501(c)(6) organization for educational purposes/ foundation exercised expenditure responsibility. 1 Concrete Masonry & Hardscapes Association 501(c)(6) Common Board Members Accounting fees 37130 0 37130 Form 990-PF, Part XI, Line 3b- Reporting Set-Asides under the Cash Distribution TestThe mission of the NCMA Education and Research Foundation is to advance and support the concrete masonry and hardscape industry and the public interest through research and educational programs designed to meet the future needs of the industry. Nature and purposes of the specific project for which amounts are set aside: (Reported in Part XIV, Line 3b)Arizona Masonry Council AMC - Southwest Guide to Masonry $21,000Association of Collegiate Schools of Architecture- Student Design Competition $60,000 Concrete Masonry & Hardscapes Association CMHA - CO2 Sequestration Phase 1 Extension $20,095 Concrete Masonry & Hardscapes Association CMHA - Spray Bar Test Method Evaluation $15,000 Concrete Masonry & Hardscapes Association CMHA - Update NCMA TEK Notes $75,000 Concrete Masonry & Hardscapes Association CMHA - Hardscape Installer Workforce Development $12,500 Concrete Masonry & Hardscapes Association Evaluation of Wire Reinforcement Used as Confinement for Lap Splices $17,333 Concrete Masonry & Hardscapes Association CMHA Design Virtual Assistant for Next-Gen Structures through Machine Learning and Big Data $40,000 Concrete Masonry & Hardscapes Association SkillsUSA 2024 National Competition Sponsorship $6,500 Concrete Masonry & Hardscapes Association /Coltivomae - Developing Dry-Stack Design Standard $25,000 Concrete Masonry & Hardscapes Association/ Bennett/Thompson - Developing High Wind Design Standard $22,500 Georgia Inst. Of Technology Experimental and Numerical Evaluation of the Modulus of Rupture Values and Deflection Limits for Masonry Beams $87,765 Lafayette College Response of Geogrid-Reinforced Segmental Retaining Walls Subjected to Post and Beam Barrier Loading $126,514 Middle Tennessee State University MTSU - Concrete Industry Management Scholarship $8,000 North Carolina Masonry Contractors Association Federal Department of Labor Masonry Youth Apprenticeship $11,625 Northwest Concrete Masonry Association NWCMA - Tactile Learning Exhibit $10,000 The Masonry Society The Masonry Educators' Workshop (MEW) $15,000 The Masonry Society Further Development for Masonry Standards Online $10,000 The Pennsylvania State University Architecture Student Design Competition $16,500 University of Memphis Virtual Reality for Architectural and Structural Collaboration in CMU $19,803 Total set aside amount $620,135 The projects will not be completed before the end of the 2023 tax year in which the set-aside is made.Amounts set aside will be paid for the specific project within a specified period between 12-60 months after the date of the set-aside. Actual cash payments during foundation's start up period on projects $66,780Total set aside amount tax year 2022- $575,629 Recoveries of amounts treated as qualifying distributions $38,823Actual cash payments during foundation's start up period on projects $169,982Remaining balance of tax year 2022 set aside projects $265,197Beginning of year set aside amount tax year 2021- $100,089. Recoveries of amounts treated as qualifying distributions $23,500Actual cash payments during foundation's start up period on projects $47,702Remaining balance of tax year 2021 set aside projects $28,887 Ensoltech Inc PO Box 1804 Bozeman MT 59717 2019-12-31 30000 SRWall Design Software Upgrade 20000 None 12/31/2019, 12/22/2020, 12/31/2021, 12/31/2022, 12/31/2023 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2019-12-31 10000 Technical Details Modernization 5613 None 12/31/2019, 12/22/2020, 12/31/2021, 12/31/2022, 12/31/2023 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2019-12-31 7500 NCMA - CM Online Education Modules for Architectures thru AEC Daily 5000 None 12/31/2019, 12/22/2020, 12/31/2021, 12/31/2022, 12/31/2023 Independent verification by the organization that the grant was properly expended Masonry Institute of St Louis (MISL) 1429 South Big Bend Blvd St Louis MO 63117 2021-02-28 20000 Storm Shelter Prototypes 6113 None 12/31/2021. 12/31/2022, 12/31/2023 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2021-02-28 42900 NCMA CO2 Sequestration 42900 None 12/31/2021. 12/31/2022, 12/31/2023 Independent verification by the organization that the grant was properly expended National Concrete Masonry Association 13750 Sunrise Valley Drive Herndon VA 20171 2021-08-31 5000 Concrete Habitat Homes Design and Construction Competition 5000 None 12/31/2021. 12/31/2022, 12/31/2023 Independent verification by the organization that the grant was properly expended The Masonry Society 105 South Sunset Street Suite Q Longmont CO 80501 2021-08-31 25000 TMS 402/602 Enhanced Commentary (Phase 2) 25000 None 12/31/2021. 12/31/2022, 12/31/2023 Independent verification by the organization that the grant was properly expended The Masonry Society 105 South Sunset Street Suite Q Longmont CO 80501 2021-08-31 12000 TMS Masonry Designer's Guide 12000 None 12/31/2021. 12/31/2022, 12/31/2023 Independent verification by the organization that the grant was properly expended The Masonry Society 105 South Sunset Street Suite Q Longmont CO 80501 2021-08-31 15000 14th North American Masonry Conference 15000 None 12/31/2021. 12/31/2022, 12/31/2023 Independent verification by the organization that the grant was properly expended Masonry & Ceramic Tile Institute of Oregon (MIOCTIO) 9848 East Burnside Street Portland OR 97216 2021-08-31 10000 MIOCTIO Adhered Veneer Seismic Testing 5000 None 12/31/2021. 12/31/2022, 12/31/2023 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2022-03-31 25000 SRW Installer Workforce Development Competition 25000 None 12/31/2022, 12/31/23 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2022-03-31 6000 SRW Building Information Modeling 6000 None 12/31/2022, 12/31/23 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2022-03-31 100000 Industry Average EPD Development 20000 None 12/31/2022, 12/31/23 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2022-03-31 22898 Housing of a Concrete Masonry Design Center Summit 22898 None 12/31/2022, 12/31/23 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2022-03-31 3695 SkillsUSA Sponsorship 3695 None 12/31/2022, 12/31/23 Independent verification by the organization that the grant was properly expended The Masonry Society 105 South Sunset Street Suite Q Longmont CO 80501 2022-03-31 25000 14th NAMC Student Outreach 25000 None 12/31/2022, 12/31/23 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2022-03-31 23584 SRW Installer Job Task Analysis 23584 None 12/31/2022, 12/31/23 Independent verification by the organization that the grant was properly expended Arizona Masonry Council 3133 W Frye Road Suite 101 Chandler AZ 85226 2023-02-28 42000 AMC Southwest Guide to Masonry 21000 None 12/31/2023 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2023-02-28 37500 CMHA CO2 Sequestration Phase 1 Extension 12500 None 12/31/2023 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2023-02-28 25000 CMHA Spray Bar Test Method Evaluation 12500 None 12/31/2023 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2023-02-28 32500 Bennett/Thompson Developing High Wind Design Standard 10000 None 12/31/2023 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2023-02-28 25000 CMHA CO2 Sequestration Phase 1 Extension 4905 None 12/31/2023 Independent verification by the organization that the grant was properly expended North Carolina Masonry Contractors Association 8030 North Dr Mt Pleasant NC 28124 2023-02-28 15500 Federal Department of Labor Masonry Youth Apprenticeship 3875 None 12/31/2023 Independent verification by the organization that the grant was properly expended Mutual funds- bonds AT COST 2953742 2697101 Mutual funds- equities AT COST 3794545 4150460 Exchange traded funds - equities AT COST 1878453 2947862 Hedge fund AT COST 37301 19737 Legal fees 2434 0 2434 Insurance policy 47011 46147 46147 Decrease in CSV of life insurance 864 Restatement of investments to book value 1241012 Administrative and overhead 56122 0 56122 Corporate Fees 25 0 25 Insurance 7378 0 7378 Bank and credit card fees 99 0 99 Unrealized appreciation in FMV of investments 1217172 Return of prior year grant funds 85345 Due to CMHA 48079 21283 Investment management fees 48197 48197 0 Other professional fees 4241 0 4241 Excise Taxes 12000 0 0