2024-08-07T13:40:35-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 130831270 MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA INC MECH 3018695800 1385 PICCARD DRIVE ROCKVILLE MD 208504329 TIMOTHY J BRINK CHIEF EXECUTIVE OFFICER 3018695800 2024-08-07 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-08-08 14:25:15Z TIMOTHY J BRINK 1385 PICCARD DRIVE ROCKVILLE MD 208504329 48723632 0 X WWW.MCAA.ORG X 1889 NY SEE PART III, LINE 1. 29 28 32 250 162740 81441 1672600 1531200 22055799 23203426 672149 1927728 90921 185094 24491469 26847448 49578 22126 0 0 6179014 6515295 0 0 0 16247987 17895600 22476579 24433021 2014890 2414427 31384064 34147374 6482326 6532667 24901738 27614707 X MCAA'S MISSION IS TO GUIDE AND FACILITATE MEMBER SUCCESS TO BUILD A STRONGER, MORE SUSTAINABLE FUTURE FOR THE MECHANICAL CONTRACTING INDUSTRY. THROUGH MEMBER-DRIVEN RESOURCES, COMPREHENSIVE EDUCATION, AND STRATEGIC PARTNERSHIPS, WE EMPOWER MEMBERS TO SHAPE A FUTURE OF UNPARALLELED INNOVATION AND GROWTH. 0 0 ANNUAL CONVENTION A FORUM FOR MEMBERS OF THE MECHANICAL CONTRACTING INDUSTRY TO LEARN, GET INVOVLED, AND NETWORK WITH OTHER INDUSTRY PROFESSIONALS THROUGH EXCEPTIONAL EDUCATIONAL WORKSHOPS, SPECIAL SESSIONS AND EXHIBITS. MSCA EDUCATION CONFERENCE - THE ONLY INDUSTRY CONFERENCE SPECIFICALLY GEARED TO MECHANICAL SERVICE COMPANIES AND THE UNIQUE CHALLENGES AND ISSUES THE FACE. ALSO INCLUDED IS AN EXHIBIT OF PRODUCTS AND SERVICES THAT CAN HELP THEM RUN THEIR BUSINESSES MORE EFFICIENTLY. CONVERGE - A MEETING FORMAT FOCUSED ON BRINGING ITS VOLUNTEER CONTRACTOR LEADERSHIP ALONG WITH THEIR CORE EMPLOYEES AND MEMBERS OF THE MANUFACTURER/SUPPLIER COUNCIL GOVERNING BOARD TOGETHER IN A UNIQUE FORMAT TO ENGAGE IN STRATEGIC AND IN-DEPTH DISCUSSIONS. THIS TWO-DAY EVENT IS DESIGNED SO THESE LEADERS CAN INTERACT TOGETHER IN MEANINGFUL AND CONFIDENTIAL DISCUSSIONS REGARDING THE BETTERMENT OF THEIR COMPANIES AND THE INDUSTRY. MEP INNOVATIONS - CONFERENCES, WEBINARS, PROGRAMMING, PARTNERSHIPS AND OUTREACH TO HELP MEMBERS UNDERSTAND THE CHALLENGES OF TECHNOLOGICAL CHANGE AND TO EXPLOIT THE OPPORTUNITIES IT CREATES. PROJECT MANAGEMENT - MCAA'S PROJECT MANAGEMENT OFFERINGS ARE COMPRISED OF THREE COURSES:1. INSTITUTE FOR PROJECT MANAGEMENT (IPM) IS A UNIQUE EDUCATIONAL OPPORTUNITY DESIGNED BY MECHANICAL CONTRACTORS, FOR MECHANICAL CONTRACTORS. THIS TWO-WEEK PROGRAM PROVIDES INTENSIVE, IN-DEPTH COVERAGE OF A HOST OF TOPICS ESSENTIAL TO SUCCESSFUL MECHANICAL PROJECT MANAGEMENT. THE IPM IS DESIGNED TO PROVIDE ATTENDEES WITH REAL-WORLD SKILLS THAT CAN BE TAKEN BACK TO THEIR COMPANIES AND IMMEDIATELY APPLIED TO THEIR WORK.2. ADVANCED INSTITUTE FOR PROJECT MANAGEMENT (AIPM) PREPARES SEASONED PROJECT MANAGERS FOR FUTURE ADVANCEMENT AND INCREASED RESPONSIBILITIES.AIPM PROVIDES MORE THAN 40 HOURS OF WORLD-CLASS, INDUSTRY SPECIFIC, ADVANCED LEVEL PROJECT MANAGEMENT EDUCATION.3. PREPARATORY INSTITUTE FOR PROJECT MANAGEMENT (PRE-IPM)- AN ONLINE PROGRAM, INTENDED TO BE A PRECURSOR TO THE MCAA'S INSTITUTE FOR PROJECT MANAGEMENT, OVERSEEN BY THE SAME COMMITTEE THAT MANAGES THE IPM AND AIPM. THIS 12-WEEK CURRICULUM, TAUGHT AS A SERIES OF 90-MINUTE CLASSES,COVERS TOPICS FUNDAMENTAL TO PROJECT MANAGEMENT AT AN INTRODUCTORY LEVEL. OTHER PROGRAM SERVICES:FIELD LEADERS CONFERENCE - THIS CONFERENCE IS DESIGNED TO HELP FIELD LEADERS REALIZE THEIR IMPORTANCE AND VALUE TO THE BUSINESS AS A PROFESSIONAL AND A MEMBER OF THE MANAGEMENT TEAM FOCUSED ON INCREASING THE COMPANY'S BOTTOM LINE. IT PROVIDES ATTENDEES WITH THE SKILLS THEY NEED TO BE EFFECTIVE MOTIVATORS; PROACTIVE PLANNERS; TEAM LEADERS; SKILLFUL COMMUNICATORS, LISTENERS AND ARBITRATERS; AND BUSINESS/RESULTS ORIENTED MANAGERS FOCUSED ON GROWING THEIR COMPANY'S PROFITS AND BRAND.NATIONAL EDUCATION INITIATIVE - A SERIES OF HALF-DAY, ONE-DAY, AND TWO-DAY COURSES WHICH DELIVER INDUSTRY-CRITICAL CONTENT TO IMPROVE ORGANIZATIONAL EFFECTIVENESS. THESE COURSES ARE OFFERED ON THE LOCAL LEVEL THROUGH MCAA AFFILIATE ASSOCIATIONS OR BY INDIVIDUAL MEMBER COMPANIES. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 71 0 1 32 1 1 1 0 0 0 1 1 0 0 0 X 29 28 0 0 0 0 1 1 1 1 1 0 1 0 0 1 1 1 1 1 1 0 0 X DONALD MAY 3018695800 1385 PICCARD DRIVE ROCKVILLE MD 208504329 ROBERT BECK PRESIDENT 5.00 X 36838 0 0 RICK GOPFFARTH PRESIDENT-ELECT 5.00 X 1595 0 0 BRIAN HUGHES SENIOR VICE PRESIDENT/TREASURER 5.00 X 3753 0 0 CURTIS HARBOUR VICE PRESIDENT/ASSISTANT TREASURER 5.00 X 848 0 0 ROBERT BOLTON IMMEDIATE PAST PRESIDENT 5.00 X 15335 0 0 SHAABINI ALFORD BOARD OF DIRECTORS TO 6/23 1.00 X 0 0 0 PARTHIV AMIN BOARD OF DIRECTORS 1.00 X 0 0 0 MARK BECKER BOARD OF DIRECTORS 1.00 X 0 0 0 SCOTT BERGER BOARD OF DIRECTORS 1.00 X 0 0 0 CHRIS CARTER BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN DINEEN JR BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN FERRUCCI BOARD OF DIRECTORS 1.00 X 0 0 0 ANNE FINERFROCK BOARD OF DIRECTORS 1.00 X 0 0 0 RODNEY FOLEY BOARD OF DIRECTORS 1.00 X 0 0 0 JAMES GAFFNEY BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN GEILING BOARD OF DIRECTORS 1.00 X 0 0 0 KORI GORMLEY-HUPPERT BOARD OF DIRECTORS 1.00 X 0 0 0 STEPHEN HARVEY BOARD OF DIRECTORS 1.00 X 0 0 0 SCOTT HINTON BOARD OF DIRECTORS 1.00 X 0 0 0 CHRIS HUTCHINGS BOARD OF DIRECTORS 1.00 X 0 0 0 JAMES LOWDER BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN MARLOW BOARD OF DIRECTORS 1.00 X 0 0 0 CHARLES MARTIN BOARD OF DIRECTORS 1.00 X 0 0 0 KATHLEEN MCCAULEY BOARD OF DIRECTORS 1.00 X 0 0 0 RICK MORENO BOARD OF DIRECTORS 1.00 X 0 0 0 VALERIE POPE BOARD OF DIRECTORS 1.00 X 0 0 0 MICHAEL RUSSO BOARD OF DIRECTORS 1.00 X 0 0 0 MIKE SHINN BOARD OF DIRECTORS 1.00 X 0 0 0 BOB SNYDER BOARD OF DIRECTORS 1.00 X 0 0 0 SCOTT WALLENSTEIN BOARD OF DIRECTORS 1.00 X 0 0 0 TIM BRINK CEO 35.00 X 675000 0 121405 FRANK WALL EXECUTIVE DIRECTOR, OPERATIONS 35.00 X 375000 0 77703 DONALD MAY CFO 35.00 X 292050 0 80080 RAFFI ELCHEMMAS ED, SAFETY, HEALTH & RISK MANAGEMENT 35.00 X 239071 0 70861 MICHELLE LOGAN ED, COMMUNICATIONS 35.00 X 237900 0 61379 SEAN MCGUIRE DIRECTOR, INNOVATIVE TECHNOLOGIES 35.00 X 220000 0 66621 TERESA PEZZI EXECUTIVE DIRECTOR, MSCA 35.00 X 231571 0 41495 DARIUSH NIKPOURFARD EXECUTIVE DIRECTOR, NCPWB & WEBLEM 35.00 X 215400 0 39101 MEGAN WILLSON DIRECTOR, EXECUTIVE & CONFERENCE SERVICES 35.00 X 175000 0 51007 BAHA KANDIRMAZ DIRECTOR, REGISTRATION & IT 35.00 X 161400 0 56092 JOHN MCNERNEY GENERAL COUNCIL 35.00 X 332500 0 78024 LESLEY RAVAS DIRECTOR, MS & ASSOCIATION EXECUTIVES 35.00 X 130500 0 50576 RICHARD COOK ASSOCIATE DIRECTOR, FINANCE 35.00 X 125000 0 49588 NOREEN COURNOYER SENIOR DIRECTOR, MEETINGS AND EVENTS 35.00 X 123000 0 49240 JAN GRILLO DIRECTOR, MEMBER ENGAGEMENT 35.00 X 127822 0 32464 3719583 0 925636 18 0 1 0 JW MARRIOTT PHOENIX DESERT RIDGE RESORT 333 W HARBOR DRIVE SAN DIEGO CA 921017700 CONFERENCE SERVICES 2830636 YES& 1700 DIAGONAL ROAD SUITE 450 ALEXANDRIA VA 22314 A/V, PRODUCTION, MARKETING 1050324 JW MARRIOTT MARCO BEACH RESORT 9424 E 800 N LAFAYETTE IN 47905 CONSULTING 933156 PEP CREATIVE 6989 CORTE SANTE FE SAN DIEGO CA 92121 CONSULTING/OUTSIDE SERVICES 605827 THE UNIVERSITY OF NORTH CAROLINA AT CHAP KENAN CENTER CB 3440 CHAPEL HILL NC 275993440 CONFERENCE SERVICES 599158 31 1531200 1531200 MEMBERSHIP DUES 900099 13352156 13352156 EDUCATIONAL ACTIVITIES 900099 9326936 9326936 PUBLICATION SALES 900099 374334 211594 162740 MANAGEMENT FEE 900099 150000 150000 23203426 861264 861264 87672 87672 22942648 21876184 1066464 1066464 1066464 MISCELLANEOUS 900099 97422 97422 97422 26847448 23040686 162740 2112822 X 22126 3546503 1973425 326902 356135 312330 32647 65350 34841 3125661 3987723 844781 2144511 6095775 207555 73161 UBIT TAXES 123655 MERCHANT FEES 474660 MISCELLANEOUS 143245 SPECIAL PROJECTS 125000 417035 24433021 2842924 1554830 7692398 10045489 2806090 2419398 251009 342948 1657090 1594254 6755464 5201638 1761380 1553826 14373173 16634751 0 1878 31384064 34147374 1541400 915656 4757349 5490083 183577 126928 6482326 6532667 X 24901738 27614707 24901738 27614707 31384064 34147374 2414427 298542 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 13352156 162935 162935 0 162935 652700 652700 3949641 3470629 479012 2153123 1731009 422114 1553826 DEFERRED COMPENSATION OBLIGATION 116971 DUE TO RELATED PARTY 9957 126928 27111149 298542 298542 26812607 34841 34841 26847448 24398180 0 24398180 34841 34841 24433021 1 CONVOY OF HOPE 330 S PATTERSON AVE SPRINGFIELD MO 65802 680051386 501(C)(3) 0 22126 FMV SUPPLIES/KITS GENERAL UNRESTRICTED DONATION 1 0 PART I, LINE 2: THE ORGANIZATION DOES NOT MONITOR THE USE OF UNRESTRICTED CONTRIBUTION AND SPONSORSHIP PAYMENTS. X X X 1 1 X X X X 0 0 0 TIM BRINK CEO 425000 0 230000 0 20000 0 88500 0 32905 0 796405 0 0 0 FRANK WALL EXECUTIVE DIRECTOR, OPERATIONS 275000 0 100000 0 0 0 56388 0 21315 0 452703 0 0 0 JOHN MCNERNEY GENERAL COUNCIL 257500 0 75000 0 0 0 56388 0 21636 0 410524 0 0 0 DONALD MAY CFO 242050 0 50000 0 0 0 49785 0 30295 0 372130 0 0 0 RAFFI ELCHEMMAS ED, SAFETY, HEALTH & RISK MANAGEMENT 201571 0 37500 0 0 0 40566 0 30295 0 309932 0 0 0 MICHELLE LOGAN ED, COMMUNICATIONS 185400 0 52500 0 0 0 40363 0 21016 0 299279 0 0 0 SEAN MCGUIRE DIRECTOR, INNOVATIVE TECHNOLOGIES 190000 0 30000 0 0 0 37248 0 29373 0 286621 0 0 0 TERESA PEZZI EXECUTIVE DIRECTOR, MSCA 201571 0 30000 0 0 0 39261 0 2234 0 273066 0 0 0 DARIUSH NIKPOURFARD EXECUTIVE DIRECTOR, NCPWB & WEBLEM 185400 0 30000 0 0 0 36448 0 2653 0 254501 0 0 0 MEGAN WILLSON DIRECTOR, EXECUTIVE & CONFERENCE SER 150000 0 25000 0 0 0 29418 0 21589 0 226007 0 0 0 BAHA KANDIRMAZ DIRECTOR, REGISTRATION & IT 133900 0 27500 0 0 0 27052 0 29040 0 217492 0 0 0 LESLEY RAVAS DIRECTOR, MS & ASSOCIATION EXECUTIVE 115500 0 15000 0 0 0 21675 0 28901 0 181076 0 0 0 RICHARD COOK ASSOCIATE DIRECTOR, FINANCE 110000 0 15000 0 0 0 20718 0 28870 0 174588 0 0 0 NOREEN COURNOYER SENIOR DIRECTOR, MEETINGS AND EVENTS 103000 0 20000 0 0 0 20370 0 28870 0 172240 0 0 0 JAN GRILLO DIRECTOR, MEMBER ENGAGEMENT 115822 0 12000 0 0 0 21209 0 11255 0 160286 0 0 0 PART I, LINE 1A BOARD MEMBERS RECEIVE TAXABLE SPOUSE TRAVEL. EXECUTIVE MEMBERS RECEIVE TAXABLE SPOUSE TRAVEL AND TAX REIMBURSEMENTS. THE PRESIDENT RECEIVED MONTHLY STIPENDS FOR THEIR YEAR OF SERVICE AS A PRESIDENT IN ADDITION TO SPOUSE TRAVEL AND TAX REIMBURSEMENT. FORM 990, PART VI, SECTION A, LINE 6 MCAA IS A MEMBERSHIP ORGANIZATION WHICH IS COMPRISED PRIMARILY OF MECHANCIAL CONTRACTING COMPANIES FROM ACROSS THE UNITED STATES. THERE IS ONLY ONE CLASS OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE MANUFACTURER SUPPLIER COUNCIL ELECT THEIR CHAIR AND CHAIR-ELECT WHO, IN TURN, ARE MEMBERS OF THE MCAA BOARD OF DIRECTORS. ALSO, MEMBERS OF THE ASSOCIATION EXECUTIVES COUNCIL ELECT THEIR CHAIR AND CHAIR-ELECT WHO, IN TURN, ARE MEMBERS OF THE MCAA BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B BY-LAW CHANGES RECOMMENDED BY THE BOARD OF DIRECTORS MUST BE APROVED BY THE GENERAL MEMBERSHIP AT THE ASSOCIATION'S ANNUAL BUSINESS MEETING. FORM 990, PART VI, SECTION B, LINE 10B THE ORGANIZATION HAS AFFILIATED LOCAL ASSOCIATIONS WHICH ARE INDEPENDENT. MCAA DOES NOT HAVE ANY CONTROL OR INFLUENCE OVER THEIR GOVERNANCE OR OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE COMMITTEE ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS AND MCAA EMPLOYEES ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO COMPLETE AND SIGN AN ACKNOWLEDGEMENT AND DISCLOSURE FORM. ALL COMPLETED FORMS, AS WELL AS ALL OTHER PERTINENT INFORMATION PROVIDED BY BOARD MEMBERS, ARE PROVIDED TO AND REVIEWED BY THE MCAA PRESIDENT AND CEO. ANY BOARD MEMBER WHO PRESENTS AN ACTUAL OR POTENTIAL CONFLICT OF INTERST IS RECUSED FROM PARTICIPATING IN DISCUSSIONS AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE PERFORMANCE OF MCAA'S CEO IS REVIEWED BY THE COMPENSATION COMMITTEE, WHICH, IN TURN, ESTABLISHES HIS/HER SALARY. THE COMMITTEE USES COMPENSATION SURVEYS AND 990'S FROM COMPARABLE ORGANIZATIONS AS FACTORS IN DETERMINING THE LEVEL OF COMPENSATION AND/OR SALARY INCREASES. UPON THE CONCLUSION OF ITS REVIEW, THE COMPENSATION COMMITTEE CHAIRMAN SENDS A LETTER TO THE CFO DOCUMENTING THE DECISION OF THE COMMITTEE, WHICH IS INCLUDED IN THE CEO'S PERSONNEL FILE. THE LAST COMPENSATION REVIEW WAS DONE IN DECEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF MCAA'S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST AT MCAA'S OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART IX, LINE 11G SPEAKER/INSTRUCTOR FEES 1,672,745. PHOTOGRAPHY 28,099. OUTSIDE SERVICES 663,625. FREELANCE WRITERS 14,188. OTHER PROFESSIONAL FEES 711,601. ADVOCACY 35,403. MCAA POLITICAL ACTION 1385 PICCARD DRIVE ROCKVILLE MD 20850 522188539 POLITICAL ACTIVITY MD 527 MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA INC 1 MCAA CHARITABLE FUND 1385 PICCARD DRIVE ROCKVILLE MD 20850 822684292 HUMANITARIAN ASSISTANCE & RELIEF MD 501(C)(3) LINE 7 MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 MCAA CHARITABLE FUND L 7336 FMV MCAA CHARITABLE FUND N 725 FMV