2025-08-11T15:35:12-05:00 2024-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990PF 2024-01-01 541524318 NCMA Education Research Foundation NCMA 7037131900 13750 Sunrise Valley Drive Herndon VA 201714662 Robert Thomas Treasurer 7037131900 2025-08-11 1 1 Lori A Collingsworth P00639819 7038930300 2025-08-08 2024 2025-03-06 01:10:19Z X X 10212005 X 500 X 409 409 292004 292004 279843 3251575 279843 572756 572256 0 0 0 3529 0 3529 40050 0 40050 44546 41626 2920 47608 0 47608 135733 41626 94107 664780 51525 800513 41626 145632 -227757 530630 88211 204129 204129 8664041 8523409 9962852 46147 45024 45024 8798399 8772562 10212005 1148717 1301508 21283 4865 1170000 1306373 X 7628399 7466189 7628399 7466189 8798399 8772562 7628399 -227757 354994 7755636 289447 7466189 Investment sales P 3188905 2971732 217173 217173 Capital Gains Dividends P 62670 62670 62670 279843 7376 0 7376 0 7376 9365 0 0 0 9365 X 0 1989 1989 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 Eric Absalon 13750 Sunrise Valley Drive Herndon VA 201714662 Chair 1.00 0 0 0 Ryan Suszek 13750 Sunrise Valley Drive Herndon VA 201714662 Vice-Chair 1.00 0 0 0 Brendan Quinn 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 Patrick Sauter 13750 Sunrise Valley Drive Herndon VA 201714662 Past Chair 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 Richard O'Connor 13750 Sunrise Valley Drive Herndon VA 201714662 Ex-Officio 1.00 0 0 0 David Pitre 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 Steve Berry 13750 Sunrise Valley Drive Herndon VA 201714662 Trustee 1.00 0 0 0 Jacob Boyer 13750 Sunrise Valley Drive Herndon VA 201714662 Trustee 1.00 0 0 0 Jose Diaz 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 Bradley Gardner 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 Kyle Lidinsky 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 Jody Wall 13750 Sunrise Valley Drive Herndon VA 201714662 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 10160027 107526 0 10267553 0 0 10267553 154013 10113540 505677 505677 7376 7376 498301 74081 572382 0 572382 145632 0 613255 758887 572382 0 0 63911 265904 329815 758887 0 0 0 572382 186505 0 0 516320 0 0 0 0 0 0 0 516320 63911 265904 186505 X Northwest Concrete Masonry Association 16300 Mill Creek Blvd Mill Creek WA 98012 None NC 2024.004 - Masonry Design Course at Boise State University 4000 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 None NC 2024.007 - Updating the Design Manual for Segmental Retaining Walls 11100 Bowling Green State University 220 McFall Ctr Bowling Green OH 43403 None PC 2024.013 - BGSU Architecture Student Design Competition 2000 Masonry Institute of St Louis 1429 S Big Bend Blvd St Louis MO 63117 None NC 2024.015 - Masonry Design CE-44 at Southern Illinois University of Edwardsville 1925 The Masonry Society 105 South Sunset Street Suite Q Longmont CO 80501 None NC 2024.022 - Masonry Student Bridge Competition 7500 Chanel Vinet 13750 Sunrise Valley Drive Herndon VA 20171 None I John & Marlene Heslip Architecture Student Scholarship 5000 Jaiden Shea 13750 Sunrise Valley Drive Herndon VA 20171 None I John & Marlene Heslip Architecture Student Scholarship 5000 Meaghan Booth 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 Tyler Kleinsasser 13750 Sunrise Valley Drive Herndon VA 20171 None I Paul and Helen Lenchuk Engineering Student Scholarship Program 5000 51525 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 None NC 2024.002 - Development of a Draft Mandatory Language Prescriptive Design Standard for Residential Concrete Masonry Construction Seismic 32500 University of Houston 4302 University Dr Houston TX 77004 None PC 2024.003 - Creating a Road Map to Code Adoption of High Strength Steel in Concrete Masonry Phase II 78518 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 None NC 2024.007 - Updating the Design Manual for Segmental Retaining Walls 35900 North Carolina State University Campus Box 7103 Raleigh NC 276957103 None PC 2024.009 - Integrating CMU into Architecture Design Studio Curriculum (2024-2026) 99756 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC 2024.010 - Evaluation of Thermal and Hygrothermal Properties of Concrete Masonry 76625 MIT Concrete Sustainability Hub 77 Massachusetts Ave Cambridge MA 02139 None PC 2024.011 - Embodied and Carbon Uptake Impact of Concrete Masonry Products 78881 Canada Masonry Design Centre 360 Superior Blvd Mississauga Ontario CA L5T 2N7 None NC 2024.012 - 15th Canadian Masonry Symposium Sponsorship 10000 Bowling Green State University 220 McFall Ctr Bowling Green OH 43403 None PC 2024.013 - BGSU Architecture Student Design Competition 3500 Masonry Institute of St Louis 1429 S Big Bend Blvd St Louis MO 63117 None NC 2024.015 - Masonry Design CE-44 at Southern Illinois University of Edwardsville 575 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC 2024.016 - ACSA Design Competition 2025-2026 70000 Pennsylvania State University 201 Old Main State College PA 16801 None NC 2024.017 - PSU Architecture Student Design Competition 19500 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC 2024.019 - Assessment of CO2 Sequestration of Manufactured Concrete Products Phase III 48000 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC 2024.020 - SRW Tools for Schools 20000 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC 2024.021 - Hardscape Installer Workforce Development Initiatives 18500 The Masonry Society 105 South Sunset Street Suite Q Longmont CO 80501 None NC 2024.022 - Masonry Student Bridge Competition 7500 Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 Affiliated Organization NC 2024.023 - Product Category Rule Update 13500 613255 14 409 14 292004 18 279843 0 572256 0 572256 1 0 0 0 0 0 0 0 1 1a(1) 10500 Arizona Masonry Council Grants to 501(c)(6) organization for research and educational purposes/ foundation exercised expenditure responsibility. 1a(1) 162554 Concrete Masonry & Hardscapes Association Grants to 501(c)(6) organization for research and educational purposes/ foundation exercised expenditure responsibility. 1a(1) 10000 Ensoltech Inc Grant to non-charitable organization for research and educational purposes/ foundation exercised expenditure responsibility. 1a(1) 1925 Masonry Institute of St Louis (MISL) Grants to 501(c)(6) organization for research and educational purposes/ foundation exercised expenditure responsibility. 1a(1) 11625 North Carolina Masonry Contractors Association Grants to 501(c)(6) organization for research and educational purposes/ foundation exercised expenditure responsibility. 1a(1) 4000 Northwest Concrete Masonry Association Grants to 501(c)(6) organization for educational purposes/ foundation exercised expenditure responsibility. 1a(1) 17500 The Masonry Society Grants to 501(c)(6) organization for educational purposes/ foundation exercised expenditure responsibility. 1c 47581 Concrete Masonry & Hardscapes Association CMHA provides administrative services to the Foundation. Amount on Line c is reimbursed administrative staffing costs. 1 Concrete Masonry & Hardscapes Association 501(c)(6) Common Board Members Accounting fees 24205 0 24205 Audit fees 12000 0 12000 Tax preparation fees 3845 0 3845 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)Concrete Masonry & Hardscapes Association/ (Richard Bennett and Jason Thompson) -Development of a Draft Mandatory Language Prescriptive Design Standard for Residential Concrete Masonry Construction - Seismic $32,500University of Houston -Creating a Road Map to Code Adoption of High Strength Steel in Concrete Masonry - Phase II $78,518Concrete Masonry & Hardscapes Association/ (Coltivomae) -Updating the Design Manual for Segmental Retaining Walls $47,000North Carolina State University -Integrating CMU into Architecture Design Studio Curriculum (2024-2026) $99,756Concrete Masonry & Hardscapes Association -Evaluation of Thermal and Hygrothermal Properties of Concrete Masonry $76,625MIT Concrete Sustainability Hub -Embodied and Carbon Uptake Impact of Concrete Masonry Products $78,881Canada Masonry Design Centre -15th Canadian Masonry Symposium Sponsorship $10,000Bowling Green State University -BGSU Architecture Student Design Competition $5,500Masonry Institute of St. Louis -Masonry Design CE-44 at Southern Illinois University of Edwardsville $2,500Concrete Masonry & Hardscapes Association -ACSA Design Competition 2025-2026 $70,000Pennsylvania State University -PSU Architecture Student Design Competition $19,500Concrete Masonry & Hardscapes Association -Assessment of CO2 Sequestration of Manufactured Concrete Products - Phase III $48,000Concrete Masonry & Hardscapes Association -SRW Tools for Schools $20,000Concrete Masonry & Hardscapes Association -Hardscape Installer Workforce Development Initiatives $18,500The Masonry Society -Masonry Student Bridge Competition $15,000Concrete Masonry & Hardscapes Association -Product Category Rule Update $13,500Total set aside amount $613,255The projects will not be completed before the end of the 2024 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 $22,525Beginning of year set aside amount tax year 2023- $620,135Recoveries of amounts treated as qualifying distributions $3,800Actual cash payments during tax period on projects $261,802Remaining balance of tax year 2023 set aside projects $354,533Beginning of year set aside amount tax year 2022- $265,197 Recoveries of amounts treated as qualifying distributions $130Actual cash payments during tax period on projects $112,652Remaining balance of tax year 2022 set aside projects $152,415Beginning of year set aside amount tax year 2021- $28,887 Actual cash payments during tax period on projects $4,000Remaining balance of tax year 2021 set aside projects $24,887 Ensoltech Inc PO Box 1804 Bozeman MT 59717 2019-12-31 30000 SRWall Design Software Upgrade 30000 None 12/31/2019, 12/22/2020, 12/31/2021, 12/31/2022, 12/31/2023, 12/31/2024 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, 12/31/2024 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, 12/31/2024 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, 12/31/2024 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2021-08-31 10000 NCMA Education for Architectects on AEC Daily 4000 None 12/31/2021. 12/31/2022, 12/31/2023, 12/31/2024 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 70735 None 12/31/2022, 12/31/23, 12/31/2024 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 31500 None 12/31/2023,, 12/31/2024 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 Coltivomae Developing Dry-Stack Design Standard 37500 None 12/31/2023,, 12/31/2024 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 Hardscape Installer Workforce Development 25000 None 12/31/2023,, 12/31/2024 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,, 12/31/2024 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 19440 None 12/31/2023,, 12/31/2024 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 15500 None 12/31/2023,, 12/31/2024 Independent verification by the organization that the grant was properly expended The Masonry Society 105 South Sunset Street Suite Q Longmont CO 80501 2023-02-28 10000 Further Development for Masonry Standards Online 10000 None 12/31/2023,, 12/31/2024 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 2700 SkillsUSA 2024 National Competition Sponsorship 2700 None 12/31/2023,, 12/31/2024 Independent verification by the organization that the grant was properly expended Northwest Concrete Masonry Association 16300 Mill Creek Blvd Mill Creek WA 98012 2024-02-29 4000 Masonry Design Course at Boise State University 4000 None 12/31/2024 Independent verification by the organization that the grant was properly expended Concrete Masonry & Hardscapes Association 13750 Sunrise Valley Drive Herndon VA 20171 2024-02-29 47000 Updating the Design Manual for Segmental Retaining Walls 11100 None 12/31/2024 Independent verification by the organization that the grant was properly expended Masonry Institute of St Louis 1429 South Big Bend Blvd St Louis MO 63117 2024-08-31 2500 Masonry Design CE-44 at Southern Illinois University of Edwardsville 1925 None 12/31/2024 Independent verification by the organization that the grant was properly expended The Masonry Society 105 South Sunset Street Suite Q Longmont CO 80501 2024-08-31 15000 Masonry Student Bridge Competition 7500 None 12/31/2024 Independent verification by the organization that the grant was properly expended Mutual funds- bonds AT COST 1601635 2838957 Mutual funds- equities AT COST 3491533 3401586 Exchange traded funds - equities AT COST 3392940 3722248 Hedge fund AT COST 37301 61 Legal fees 3529 0 3529 Insurance policy 46147 45024 45024 Decrease in CSV of life insurance 1123 Restatement of investments to book value 288324 Administrative and overhead 47581 0 47581 Corporate Fees 25 0 25 Bank and credit card fees 2 0 2 Unrealized appreciation in FMV of investments 280913 Return of prior year grant funds 74081 Due to CMHA 21283 4865 Investment management fees 41626 41626 0 Other professional fees 2920 0 2920