2025-10-28T09:54:38-05:00 2024-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-01-01 520786357 Pool and Hot Tub Alliance POOL 7038380083 1650 King St STE 602 Alexandria VA 22314 Sabeena Hickman President and CEO 7038380083 2025-10-10 1 1 Yong Zhang CPA P01249785 7038930300 2025-10-06 2024 2025-03-06 01:10:19Z Sabeena Hickman 1650 King St STE 602 Alexandria VA 22314 9591122 0 X www.phta.org X 2005 VA See part III, line 1. 16 16 39 250 46866 0 399562 113006 5247128 5810909 2902465 503178 191382 243939 8740537 6671032 550 30500 0 0 2493929 2852287 0 0 0 3121299 2825608 5615778 5708395 3124759 962637 14559283 17336765 2126897 3447196 12432386 13889569 The alliance is organized as a business league to promote safe, healthful and enjoyable usage of pools, hot tubs and recreational water facilities and to promote the pool and spa industry generally. 0 0 Advocacy and standards: The advocacy program engages federal, congressional, state and local governments to advocate for PHTA interests, represent industry initiatives, and develop impactful relationships with decision makers. The standards program develops nationally recognized and accredited safety and industry standards guiding manufacturing and construction of goods and services in the swimming pool and hot tub industry. Certification: The alliance develops and administers exams that test whether a professional has the skills and training needed to manage and maintain the complexities of building, installing, maintaining, or servicing pools, spas, or hot tubs, and issues certifications to professionals who have passed the exams and committed to ongoing professional development and recertification. Marketing and communication: The alliance serves as the voice of the industry, providing information about the safe and healthful use of industry products to consumers, delivering aquatic safety information to the public, and promoting its industry members to the public. 0 1 0 1 0 0 0 0 1 1 0 0 1 1 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 1 1 1 0 1 29 0 1 39 1 1 1 0 0 0 1 1 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X William Aronson 7038380083 1650 King St STE 602 Alexandria VA 22314 Donna Williams Chair 4.00 4.00 X X 0 0 0 Scott Frost Chair-Elect 4.00 4.00 X X 0 0 0 Matt Mcdermott Treasurer 4.00 4.00 X X 0 0 0 Caley Gibbs Secretary 4.00 4.00 X X 0 0 0 Joe Laurino Immediate Past Chair 1.00 1.00 X 0 0 0 Stuart Baker Director 1.00 1.00 X 0 0 0 Kyle Chaikin Director 1.00 1.00 X 0 0 0 Mike Church Director 1.00 1.00 X 0 0 0 Gregory Claffey Director 1.00 1.00 X 0 0 0 Tim Colon Director 1.00 1.00 X 0 0 0 Greg Howard Director 1.00 1.00 X 0 0 0 Ted Lawrence Director 1.00 1.00 X 0 0 0 Kevin Post Director 1.00 1.00 X 0 0 0 Steve Stigers Director 1.00 1.00 X 0 0 0 Alan Walker Director 1.00 1.00 X 0 0 0 Paul Yates Director 1.00 1.00 X 0 0 0 Sabeena Hickman President & CEO 25.00 25.00 X 373687 0 12741 Jeff Henriksen Chief Strategy Officer 25.00 15.00 X 234372 0 25068 Justin Wiley VP, Govt Relations, Standards & Codes 40.00 X 206004 0 16911 Jeanne Mendelson VP, Education & Events 16.00 24.00 X 194094 0 16568 Jessica Howard VP, Marketing & Sales 20.00 20.00 X 156885 0 33321 William Aronson Sr. Dir., Finance & Administration 20.00 20.00 X 169398 0 19668 1334440 0 124277 6 0 1 0 American Solutions for Business 8479 Solutions Center Chicago IL 60677 Publications Printing 352155 Vault Communications 610 W Germantown Pike Plymouth Meeting PA 19462 Public Relations Support 240727 Prometric LLC 1501 S Clinton St Baltimore MD 21224 Certification Testing Platform 218084 Norwood Associates 915 L Street Suite 1100 Sacramento CA 95814 Government Relations Legal Services 200000 Potomac Digitek Inc 820 W Diamond Ave Gaithersburg MD 20878 Website Design & Maint 156660 6 113006 113006 Membership 900099 2876325 2876325 Certifications 900099 2400684 2400684 Sponsorships 900099 387098 34237 352861 Instructor fees 900099 89375 89375 Registration fees 900099 57427 57427 5810909 441536 441536 215836 215836 2734178 2652263 20273 81915 -20273 61642 61642 258572 247554 11018 11018 Advertising 541800 12629 12629 Miscellaneous 900099 4456 4456 17085 6671032 5434829 46866 1076331 30500 192490 2254299 64365 166555 174578 118158 48756 348264 73841 318679 244588 239926 356836 196380 178387 206908 52577 49153 Software Fees & Subscri 145262 Dues and subscriptions 109804 Software/Equipment Leas 58469 Taxes 9241 70379 5708395 15487 19417 1569668 1440354 472589 214982 116687 108942 223727 165668 890225 758519 71092 131706 11426133 12540159 492524 500251 171376 2215286 14559283 17336765 543993 505506 1414912 1419482 167992 1522208 2126897 3447196 X 12432386 13889569 12432386 13889569 14559283 17336765 962637 494545 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2876325 145398 73864 219262 201343 17919 221327 30000 191327 399235 177908 221327 463443 64208 399235 354494 108949 463443 620494 266000 354494 1.00000 0.00000 0.00000 0 0 78153 52301 25852 812072 706218 105854 131706 Due from related parties 795919 Right-of-use asset operating lease 1363448 Deposits 55919 2215286 Lease liability operating lease 1522208 1522208 X 7339290 494545 247554 742099 6597191 73841 73841 6671032 5882107 247554 247554 5634553 73841 73841 5708394 Part V, Line 4: Board designated net assets - includes funds restricted by the board to support PHTA chapter growth through administrative help. As funds are disbursed, board designated net assets are reclassified to undesignated net assets. Part X, Line 2: Organization has taken no uncertain tax positions that qualify for either recognition or disclosure in the combined financial statements for the years ended December 31, 2024 and 2023. Part XI, Line 2d - Other Adjustments: Cost of goods sold 247,554. Part XII, Line 2d - Other Adjustments: Cost of goods sold 247,554. X X X X 0 0 0 Sabeena Hickman President & CEO 372239 0 516 0 932 0 10350 0 2391 0 386428 0 0 0 Jeff Henriksen Chief Strategy Officer 222331 0 10641 0 1400 0 7051 0 18017 0 259440 0 0 0 Justin Wiley VP, Govt Relations, Standards & Code 192661 0 12906 0 437 0 6308 0 10603 0 222915 0 0 0 Jeanne Mendelson VP, Education & Events 179089 0 14382 0 623 0 5944 0 10624 0 210662 0 0 0 Jessica Howard VP, Marketing & Sales 143590 0 12959 0 336 0 5189 0 28132 0 190206 0 0 0 William Aronson Sr. Dir., Finance & Administration 158345 0 10546 0 507 0 5116 0 14552 0 189066 0 0 0 Form 990, Part VI, Section A, line 6 Regular membership in the alliance is available to any person, firm or entity active in the industry, subject to such criteria and procedures as the Board of Directors may prescribe. Regular members have voting privileges. Additional categories of non-voting membership may be established by the Board of Directors from time to time. Form 990, Part VI, Section A, line 7a The Directors of the alliance are elected by the voting membership either at the annual meeting or by any other lawful means, including by mail or electronic ballot as determined by the Board of Directors. If there is a single candidate nominated by the nominating committee for each open position on the Board, and no petition containing additional nominations are forthcoming, it is the responsibility of the secretary/treasurer to cast a single unanimous ballot at the annual meeting of members signifying election to the position. The nominees receiving the greatest number of votes are elected to fill the Director position(s). Form 990, Part VI, Section A, line 7b Each regular member in good standing is entitled to one vote on each matter submitted to the membership regardless of the class or classes of membership to which the member may be assigned. Form 990, Part VI, Section B, line 11b The form 990 was prepared by outside accountants and reviewed by the Organization's senior management. The draft form 990 was e-mailed to the Board of Directors for review. Comments and changes to the form 990, if any, were solicited and incorporated into the return as necessary. If revised, a final copy of the form 990 was sent to all board members prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The conflict of interest policy is provided to all board members at the fall Board meeting. Board members are required to complete a conflict of interest disclosure form at that meeting. The forms are then reviewed by the audit committee, which then reports to the Board. The policy also requires board members to disclose new conflicts of interest as they occur. In connection with any actual or possible conflict of interest, an interested person discloses the existence of the financial interest and is given the opportunity to disclose all material facts to the Directors and members of committees with governing Board delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after discussion with the interested person, he/she then leaves the governing Board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining Board or Committee members decide if a conflict of interest exists. Procedures for addressing a conflict include: A. An interested person makes a presentation at the governing Board or Committee meeting. After the presentation, he/she leaves the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. B. The chairperson of the governing Board or Committee, if appropriate, appoints a disinterested person or Committee to investigate alternatives to the proposed transaction or arrangement. C. After exercising due diligence, the governing Board or Committee determines whether the alliance can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. D. If a more advantageous transaction or arrangement is not reasonably possible under the circumstances; to not produce a conflict of interest, the governing Board or Committee determines by majority vote of the disinterested Directors whether the transaction or arrangement is in the alliance's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination, the governing Board or Committee makes its decision as to whether to enter into the transaction or arrangement. If the governing Board or Committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it informs the member of the basis for such belief and affords the member an opportunity to explain the alleged failure to disclose. If, after hearing the member's response and after making further investigation as warranted by the circumstances, the governing Board or Committee determines the member has failed to disclose an actual or possible conflict of interest, it takes appropriate disciplinary and corrective action. The president & CEO has conflict of interest provisions in his/her employment contract to which he/she is to adhere and to report any problem areas to the Board of Directors for review. The senior staff is required to complete the conflict of interest form each year. However, any potential conflicts for these other employees are discussed with the President & CEO. Form 990, Part VI, Section B, line 15a The compensation of the President & CEO was established at the time of hiring following a professional search by reference to objective comparability data for association CEOS. Annually, the President & CEO 's compensation is formally reviewed and established with continued reference to objective comparability data and a contemporaneous review by the Executive Committee of the President & CEO 's performance tied to strategic goals established by the Board of Directors. The decision is duly documented in the Board of Director's minutes. The President and CEO uses American society of association executives as a compensation benchmark for other employees. The most recent compensation review took place September 2024. Form 990, Part VI, Section C, line 19 The alliance does not make its governing documents, conflict of interest policy, or financial statements available to the public. Form 990, Part XII, line 2c The process has been consistent with prior years. Pool & Hot Tub Foundation 1650 King St Suite 602 Alexandria VA 22314 526081248 Encourage healthy living by increasing aquatic activities through education. DC 501(c)(3) Line 10 Pool and Hot Tub Alliance 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Pool & Hot Tub Foundation D 795919 Cash