2024-05-14T09:02:12-05:00 2023-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2023-01-01 261558777 AIR-CONDITIONING HEATING AND REFRIGERATION INSTITUTE AIR- 7035248800 2311 WILSON BLVD 400 ARLINGTON VA 22201 STEPHEN YUREK PRESIDENT & CEO 7035248800 2024-05-13 1 STEPHEN YUREK XXX-XX-XXXX 0 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z STEPHEN YUREK 2311 WILSON BLVD 400 ARLINGTON VA 22201 42063292 0 X WWW.AHRINET.ORG X 2007 VA THE AIR-CONDITIONING, HEATING AND REFRIGERATION INSTITUTE SERVES THE PUBLIC AND THE INDUSTRY BY PROMOTING RECOGNITION OF THE BENEFITS OF AIR-CONDITIONING, HEATING AND REFRIGERATION AND BY PROMOTING CONFIDENCE IN THE PERFORMANCE OF THE INDUSTRY'S PRODUCTS. 15 15 128 500 0 0 0 0 37178399 40486814 844596 1489068 81561 87410 38104556 42063292 0 0 0 0 14755352 15255285 0 0 0 23441629 26104692 38196981 41359977 -92425 703315 51666075 54580753 24188938 24385047 27477137 30195706 X THE AIR-CONDITIONING, HEATING AND REGRIGERATION INSTITUTE (AHRI) SERVES THE PUBLIC AND THE INDUSTRY BY PROMOTING RECOGNITION OF THE BENEFITS OF AIR-CONDITIONING, HEATING AND REFRIGERATION AND BY PROMOTING CONFIDENCE IN THE PERFORMANCE OF THE INDUSTRY'S PRODUCTS. 0 0 STANDARDS AND CERTIFICATION - AHRI DEVELOPS AND PUBLISHES A LARGE NUMBER OF PERFORMANCE RATING STANDARDS FOR INDUSTRY PRODUCTS. THERE ARE MORE THAN 100 AHRI STANDARDS AVAILABLE. THESE STANDARDS ESTABLISH RATING CRITERIA AND ASSIST IN CERTIFYING PRODUCT PERFORMANCE. AHRI MANAGES THE LARGEST CERTIFICATION PROGRAM IN THE WORLD FOR THE HVACR AND WATER HEATING INDUSTRY RELATED TO PERFORMANCE STANDARDS. POLICY AND GOVERNMENT RELATIONS - THESE DEPARTMENTS PROVIDE A WIDE RANGE OF SERVICES ON A VARIETY OF DOMESTIC, TRADE AND INTERNATIONAL ISSUES. HVACR AND WATER HEATING PRODUCTS ARE COMING UNDER INCREASING SCRUTINY FOR THE ENERGY AND REFRIGERANTS THEY USE. THESE DEPARTMENTS REPRESENT THE INDUSTRY BY WORKING WITH DECISION-MAKERS TO DEVELOP POLICIES THAT RECOGNIZE THE BENEFITS OF AIR-CONDITIONING, HEATING, AND REFRIGERATION PRODUCTS. MEMBERSHIP SERVICES - AHRI IS VIEWED AS A RESOURCE FOR INDUSTRY SHIPMENT DATA, EDUCATION AND WORKFORCE INFORMATION, AND RESEARCH. AHRI IS AN INDUSTRY POWERHOUSE, PROVIDING OUR MEMBERS WITH ONE INDUSTRY VOICE, BOTH DOMESTICALLY AND ABROAD. OTHER PROGRAM SERVICES INCLUDE ENGINEERING AND RESEARCH. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 54 0 1 128 1 0 0 0 0 1 1 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X DONNA MORRIS 7035248800 2311 WILSON BLVD SUITE 400 ARLINGTON VA 22201 STEPHEN YUREK AHRI PRESIDENT & CHIEF EXECUTIVE OFFICER 35.00 2.00 X 704159 0 24691 JOHN LANIER SECRETARY & CHIEF OPERATING OFFICER 35.00 2.00 X 399425 0 38351 HENRY HWONG SENIOR VICE PRESIDENT, GLOBAL OPERATIONS 35.00 X 318281 0 12208 SAMANTHA SLATER SENIOR VICE PRESIDENT, GOVERNMENT AFFAIRS 35.00 1.00 X 293891 0 22583 WILLIAM FONG VICE PRESIDENT, IT & BUSINESS SOLUTIONS 35.00 X 279861 0 36572 VASSILIS TRITSIS VICE PRESIDENT, CERTIFICATION 35.00 X 286792 0 28489 MARIE-CHRISTINE CARPIZO GENERAL COUNSEL 35.00 1.00 X 252367 0 10202 FRANCIS DIETZ VICE PRESIDENT, PUBLIC AFFAIRS 35.00 X 251308 0 9810 CHRISTOPHER STONE SENIOR ADVISOR, PERFORMANCE TESTING 35.00 X 219947 0 27703 WONGYU CHOI DIRECTOR, ENGINEERING & ANALYTICS 35.00 X 184597 0 34366 BRADLEY SLATTEN DIRECTOR OF INFORMATION SECURITY & CONTINUITY 35.00 X 197566 0 19036 STEVEN GRUDI DIRECTOR OF SOFTWARE DEVELOPMENT 35.00 X 199528 0 9169 XUDONG WANG VICE PRESIDENT, RESEARCH 35.00 1.00 X 193887 0 8202 WILLIAM MCQUADE VICE PRESIDENT, REGULATOR AFFAIRS (OUTGOING 2023) 35.00 X 158210 0 2856 KEVIN WHEELER CHAIRMAN 1.00 X X 0 0 0 RON DUNCAN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 MEGAN FELLINGER VICE CHAIRMAN 1.00 X X 0 0 0 CHRIS NELSON VICE CHAIRMAN (OUTGOING 2023) 1.00 X X 0 0 0 BRENT SCHROEDER VICE CHAIRMAN 1.00 X X 0 0 0 KEVIN BECKETT TREASURER 1.00 X X 0 0 0 GARY BEDARD DIRECTOR-AT-LARGE 1.00 X 0 0 0 MIKE BRANSON DIRECTOR-AT-LARGE 1.00 X 0 0 0 DAVID BUDZINSKI DIRECTOR-AT-LARGE (INCOMING 2023) 1.00 X 0 0 0 BRUCE CARNEVALE DIRECTOR-AT-LARGE 1.00 X 0 0 0 TIMOTHY FIGGE DIRECTOR-AT-LARGE (INCOMING 2023) 1.00 X 0 0 0 JOHN KUNZE DIRECTOR-AT-LARGE (OUTGOING 2023) 1.00 X 0 0 0 GAURANG PANDYA DIRECTOR-AT-LARGE (INCOMING 2023) 1.00 X 0 0 0 DOUGLAS SCHUSTER DIRECTOR-AT-LARGE (OUTGOING 2023) 1.00 X 0 0 0 DONNY SIMMONS DIRECTOR-AT-LARGE 1.00 X 0 0 0 JOHN SWANN DIRECTOR-AT-LARGE (OUTGOING 2023) 1.00 X 0 0 0 JOHN THOMAS DIRECTOR-AT-LARGE 1.00 X 0 0 0 YOSHIYUKI UEMURA DIRECTOR-AT-LARGE (INCOMING 2023) 1.00 X 0 0 0 PHILIP WINDHAM DIRECTOR-AT-LARGE (INCOMING 2023) 1.00 X 0 0 0 3939819 0 284238 44 0 1 0 INTERTEK TESTING SVC NA INC 3933 US ROUTE 11 CORTLAND NY 13045 TESTING SERVICE 8410788 HEFEI GENERAL MACHINERY 888 WEST CHANGJIANG ROAD ANHUI CH 230031 TESTING SERVICE 1849590 CDW DIRECT LLC 2001 EDMUND HALLEY DR RESTON VA 20191 IT SERVICES 1023239 UL LLC 75 REMITTANCE DRIVE NORTHBROOK IL 60675 TESTING SERVICE 759776 SWIFTSENSE IT SOLUTIONS 918 3RD CROSS RD HRBR LAYOUT 1ST BENGALURU IN 560043 IT SERVICES 548937 32 CERTIFICATION AND TESTING FEES 900099 26762848 26762848 MEMBERSHIP DUES 900099 8288546 8288546 EXPOSITION 900099 4099345 4099345 DIRECTORY 900099 734117 734117 MEETINGS 900099 512116 363116 149000 89842 89842 40486814 1489068 1489068 30431 30431 SUBLEASE INCOME 900099 54000 54000 2979 2979 56979 42063292 40337814 0 1725478 3130056 9581489 592556 1149982 801202 147724 167742 1489791 53295 4057146 250634 390504 1641961 1397495 617499 1922075 832284 117808 EDUCATION/CERTIFICATION 12283252 RESEARCH 268061 DUES AND SUBSCRIPTIONS 243381 TAXES & LICENSES 115000 109040 41359977 4178447 4624604 730923 1277506 430083 1084321 587426 341662 7683640 5261183 3309403 2422457 31842784 35086402 10587009 9743801 51666075 54580753 3903830 4163998 6435849 7419961 13849259 12801088 24188938 24385047 X 27477137 30195706 27477137 30195706 51666075 54580753 X 703315 2120927 -55673 -50000 X 0 1 X 1 0 0 0 0 8288546 1458169 1458169 1458169 2497258 1033250 1464008 1478997 1197102 281895 3707385 3030831 676554 2422457 OPERATING LEASE RIGHT-OF-USE ASSET 9243801 DEPOSITS 500000 9743801 OPERATING LEASE LIABILITY 12789468 SECURITY DEPOSITS 8960 DUE TO AFFILIATES 2660 12801088 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT AHRI, AHRTI, AND THE FOUNDATION HAVE PROPERLY MAINTAINED THEIR EXEMPT STATUS AND THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023. EAST ASIA & PACIFIC 0 0 PROGRAM SERVICES TESTING SERVICES 2506000 EUROPE 0 0 PROGRAM SERVICES TESTING SERVICES 616000 MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES TESTING SERVICES 625000 NORTH AMERICA 0 0 PROGRAM SERVICES TESTING SERVICES 258000 SOUTH AMERICA 0 0 PROGRAM SERVICES TESTING SERVICES 4000 SOUTH ASIA 0 0 PROGRAM SERVICES TESTING SERVICES 900000 0 0 0 0 0 0 4909000 0 4909000 0 0 0 0 0 1 X X X X X 0 0 0 STEPHEN YUREK AHRI PRESIDENT & CHIEF EXECUTIVE OFF 567950 0 136209 0 0 0 12611 0 12080 0 728850 0 0 0 JOHN LANIER SECRETARY & CHIEF OPERATING OFFICER 332425 0 67000 0 0 0 12787 0 25564 0 437776 0 0 0 HENRY HWONG SENIOR VICE PRESIDENT, GLOBAL OPERAT 268281 0 50000 0 0 0 10808 0 1400 0 330489 0 0 0 SAMANTHA SLATER SENIOR VICE PRESIDENT, GOVERNMENT AF 247891 0 46000 0 0 0 10003 0 12580 0 316474 0 0 0 WILLIAM FONG VICE PRESIDENT, IT & BUSINESS SOLUTI 231861 0 48000 0 0 0 10008 0 26564 0 316433 0 0 0 VASSILIS TRITSIS VICE PRESIDENT, CERTIFICATION 240792 0 46000 0 0 0 10012 0 18477 0 315281 0 0 0 MARIE-CHRISTINE CARPIZO GENERAL COUNSEL 212367 0 40000 0 0 0 8802 0 1400 0 262569 0 0 0 FRANCIS DIETZ VICE PRESIDENT, PUBLIC AFFAIRS 211308 0 40000 0 0 0 8410 0 1400 0 261118 0 0 0 CHRISTOPHER STONE SENIOR ADVISOR, PERFORMANCE TESTING 214772 0 5175 0 0 0 9211 0 18492 0 247650 0 0 0 WONGYU CHOI DIRECTOR, ENGINEERING & ANALYTICS 174597 0 10000 0 0 0 7802 0 26564 0 218963 0 0 0 BRADLEY SLATTEN DIRECTOR OF INFORMATION SECURITY & C 193123 0 4443 0 0 0 6956 0 12080 0 216602 0 0 0 STEVEN GRUDI DIRECTOR OF SOFTWARE DEVELOPMENT 195163 0 4365 0 0 0 7769 0 1400 0 208697 0 0 0 XUDONG WANG VICE PRESIDENT, RESEARCH 169887 0 24000 0 0 0 6802 0 1400 0 202089 0 0 0 WILLIAM MCQUADE VICE PRESIDENT, REGULATOR AFFAIRS (O 123710 0 34500 0 0 0 1807 0 1049 0 161066 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 AHRI IS A 501(C)(6) TRADE ASSOCIATION AND AS SUCH HAS GIVEN SPECIFIC RIGHTS TO MEMBERS AND INTERNATIONAL MEMBERS IN THE BY-LAWS TO ALLOW THEM TO PARTICIPATE IN THE MANAGEMENT OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THERE IS A NOMINATING COMMITTEE OF THE BOARD THAT PUTS FORTH MEMBERS TO BE ELECTED TO THE BOARD OF DIRECTORS BY THE VOTING MEMBERS OF AHRI. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS HAVE THE RIGHT TO VOTE ON ALL QUESTIONS PERTAINING TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AUDIT COMMITTEE, AND THE GENERAL COUNSEL REVIEW AUDITS AND THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY THAT COVERS EMPLOYEES, OFFICERS, AND DIRECTORS. EACH COVERED PERSON MUST REVIEW THE POLICY ANNUALLY WHILE OFFICERS AND DIRECTORS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT AND DISCLOSURE OF OTHER INTERESTS FORMS. IN-HOUSE GENERAL COUNSEL REVIEWS CONFLICTS WITH THE BEST INTERESTS OF AHRI AS THE SOLE CRITERIA. COVERED PERSONS WITH A CONFLICT SHOULD USE THEIR BEST JUDGEMENT AS TO WHETHER, AND WHAT EXTENT, THEY SHOULD RECUSE THEMSELVES FROM PARTICIPATION WITH RESPECT TO THE MATTER, AND WHETHER THEY SHOULD RESIGN FROM OFFICE OR POSITION. FORM 990, PART VI, SECTION B, LINE 15 A COMPARABILITY STUDY IS PERFORMED APPROXIMATELY EVERY 3 YEARS. THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS THE DATA AGAINST CURRENT EMPLOYEE DATA. MINUTES ARE KEPT OF THE MEETINGS. THE PRESIDENT AND CEO'S SALARY IS SET BY THE COMPENSATION COMMITTEE AND THE CEO SETS THE COMPENSATION OF THE SENIOR STAFF. THE PRESIDENT AND CEO'S SALARY WAS LAST REVIEWED IN FEBRUARY 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION RESPONDS TO REQUESTS FROM THE PUBLIC AS RECEIVED. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -50,000. AIR-CONDITIONING HEATING AND REFRIGERATION TECHNOLOGY INSTITUTE 2311 WILSON BLVD SUITE 400 ARLINGTON VA 22201 272342705 RESEARCH VA 501(C)(3) 7 N/A 0 CLIFFORD H TED REES SCHOLARSHIP FOUNDATION 2311 WILSON BLVD SUITE 400 ARLINGTON VA 22201 311807684 EDUCATION VA 501(C)(3) 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0