2024-05-14T08:56:36-05:00 2023-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2023-01-01 272342705 AIR-CONDITIONING HEATING AND REFRIGERATION TECHNOLOGY INSTITUTE AIR- 7035248800 2311 WILSON BLVD 400 ARLINGTON VA 22201 STEPHEN YUREK CHAIRMAN 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 769791 0 X WWW.AHRINET.ORG/RESOURCES/RESEARCH X 2010 VA THE AIR-CONDITIONING, HEATING AND REFRIGERATION TECHNOLOGY INSTITUTE WAS INCORPORATED TO CONDUCT AND MANAGE SCIENTIFIC ACTIVITY IN THE PUBLIC INTEREST RELATED TO AIR-CONDITIONING, HEATING, AND REFRIGERATION. 5 0 0 6 0 0 0 52605 150000 717186 0 0 0 0 150000 769791 0 0 0 0 30928 35858 0 0 0 23573 227841 54501 263699 95499 506092 197872 372157 48256 29060 149616 343097 THE AIR-CONDITIONING, HEATING AND REFRIGERATION TECHNOLOGY INSTITUTE ("AHRTI") WAS INCORPORATED TO CONDUCT AND MANAGE SCIENTIFIC ACTIVITY IN THE PUBLIC INTEREST RELATED TO AIR-CONDITIONING, HEATING, AND REFRIGERATION. 0 0 255597 717186 AHRTI RESEARCH - TO UNDERTAKE SCIENTIFIC RESEARCH IN THE PUBLIC INTEREST. AHRTI STRIVES TO BE RESPONSIVE TO THE RESEARCH NEEDS OF THE HVAC&R COMMUNITY WITH AN EMPHASIS PLACED ON PRECOMPETITIVE INVESTIGATIONS. IT IS AHRTI'S ROLE TO PROVIDE GUIDANCE AND COHESIVENESS TO RESEARCH EFFORTS WHILE PROVIDING AN UMBRELLA FOR RELATED RESEARCH BY OTHERS. 255597 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 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 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X DONNA MORRIS 7035248800 2311 WILSON BLVD SUITE 400 ARLINGTON VA 22201 STEPHEN YUREK CHAIRMAN 1.00 36.00 X X 0 704159 24691 JOHN LANIER DIRECTOR 1.00 36.00 X 0 399425 38351 SAMANTHA SLATER DIRECTOR 1.00 35.00 X 0 293891 22583 MARIE-CHRISTINE CARPIZO DIRECTOR 1.00 35.00 X 0 252367 10202 XUDONG WANG TREASURER/SECRETARY 1.00 35.00 X X 0 193887 8202 HELEN WALTER-TERRINONI DIRECTOR (OUTGOING 2023) 1.00 35.00 X 0 103412 3322 0 1947141 107351 0 0 1 0 TRANE TECHNOLOGIES 2313 S 20TH ST LA CROSSE WI 54601 RESEARCH PROJECT 519000 1 52605 52605 CONTRACT REVENUE 900099 717186 717186 717186 769791 717186 0 0 X 35858 30836 5022 9289 7989 1300 207255 207255 1427 882 545 4250 3960 290 5620 4675 945 263699 255597 8102 0 44435 199102 150000 173055 3437 197872 372157 8256 415 40000 28645 48256 29060 X 149616 343097 149616 343097 197872 372157 506092 -312611 0 X 0 1 X 1 0 X 533550 91500 342500 0 52605 1020155 533550 91500 342500 52605 1020155 891896 128259 1020155 1178608 0.12570 0.27800 X THE AIR-CONDITIONING, HEATING, AND REFRIGERATION TECHNOLOGY INSTITUTE MEETS THE 10% FACTS AND CIRCUMSTANCES TEST BASED ON THE FOLLOWING CONDITIONS:1- THE PUBLIC SUPPORT PERCENTAGE EXCEEDS THE 10% PUBLIC SUPPORT REQUIREMENT FOR THE CURRENT TAX YEAR.2- A FUNDRAISING PROGRAM HAS BEEN ESTABLISHED TO ENSURE POSTIVE FUTURE CASH FLOWS FROM THE GENERAL PUBLIC.3- IT HAS CURRENTLY, AND HISTORICALLY RECEIVED A PROPORTIONALLY LARGE AMOUNT OF ITS SUPPORT FROM PUBLIC CONTRIBUTIONS.4- IT CONDUCTS AND MANAGES SCIENTIFIC ACTIVITY IN THE PUBLIC INTEREST RATHER THAN A SELECT GROUP OF INDIVIDUALS.5- ITS GOVERNING BODY IS MADE UP OF SELECT PUBLIC INDIVIDUALS WITH A STRONG BACKGROUND IN THE HVACR INDUSTRY, WHICH IS SUPPORTED THROUGH THE ACTIVITIES OFFERED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 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. 0 0 0 0 0 0 0 0 0 STEPHEN YUREK CHAIRMAN 0 567950 0 136209 0 0 0 12611 0 12080 0 728850 0 0 JOHN LANIER DIRECTOR 0 332425 0 67000 0 0 0 12787 0 25564 0 437776 0 0 SAMANTHA SLATER DIRECTOR 0 247891 0 46000 0 0 0 10003 0 12580 0 316474 0 0 MARIE-CHRISTINE CARPIZO DIRECTOR 0 212367 0 40000 0 0 0 8802 0 1400 0 262569 0 0 XUDONG WANG TREASURER/SECRETARY 0 169887 0 24000 0 0 0 6802 0 1400 0 202089 0 0 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 AHRTI 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 C, LINE 19 THE INSTITUTE RESPONDS TO REQUESTS FROM THE PUBLIC AS RECEIVED. FORM 990, PART IX, LINE 11G RESEARCH PROJECTS: PROGRAM SERVICE EXPENSES 207,255. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 207,255. AIR-CONDITIONING HEATING AND REFRIGERATION INSTITUTE 2311 WILSON BLVD SUITE 400 ARLINGTON VA 22201 261558777 TRADE ASSOCIATION REPRESENTING THE BENEFITS OF THE HVAC&R INDUSTRY VA 501(C)(6) N/A N/A 0 CLIFFORD H TED REES SCHOLARSHIP 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 0 1 1 1 0 1 0 0 AHRI Q 769791 FMV