2025-11-11T09:55:36-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 541396371 PLUMBING-HEATING-COOLING CONTRACTORS- NATL ASSOC EDUCATIONAL FOUNDATION PLUM 7032378100 180 S WASHINGTON STREET SUITE 100 FALLS CHURCH VA 22046 MICHAEL AHEARN VP, FINANCE & ADMINISTRATION 7032378100 2025-11-11 1 0 FRANK SMITH P00639053 2022274000 2025-11-11 2024 2025-03-06 01:10:19Z DAN QUINONEZ 180 S WASHINGTON STREET SUITE 100 FALLS CHURCH VA 22046 3111094 0 X WWW.FOUNDATION.PHCCWEB.ORG X 1987 DC PHCC EDUCATIONAL FOUNDATION PROVIDES INNOVATIVE EDUCATIONAL PROGRAMMING TO ENHANCE THE GROWTH AND SUCCESS OF THE PLUMBING AND HVACR INDUSTRY WORKFORCE. 15 15 0 25 0 0 461327 478329 1496987 1555821 327814 969435 110847 107509 2396975 3111094 162278 119002 0 0 582339 564602 0 0 57291 951338 1569781 1695955 2253385 701020 857709 18073907 19959534 165120 172069 17908787 19787465 PHCC EDUCATIONAL FOUNDATION PROVIDES INNOVATIVE EDUCATIONAL PROGRAMMING TO ENHANCE THE GROWTH AND SUCCESS OF THE PLUMBING AND HVACR INDUSTRY WORKFORCE. 0 0 1474598 1601 1441383 EDUCATION & TRAINING: PROGRAMS AND RESOURCES ARE DESIGNED TO RECRUIT AND PREPARE THE NEXT GENERATION OF SKILLED WORKERS IN THE P-H-C INDUSTRY. THE FOUNDATION'S PLUMBING AND HVACR TEXTBOOKS HAVE TRAINED OVER 400 STUDENTS. ENROLLMENT IN THE PLUMBING AND HVAC ELEARNING PROGRAMS, WHICH PROVIDE AN ALTERNATIVE TO CLASSROOM BASED INSTRUCTION, CONTINUED TO GROW. THE REVISIONS TO PLUMBING 301 WERE COMPLETED. THE FOUNDATION WAS A SPONSOR FOR THE HVAC EXCELLENCE INSTRUCTOR WORKSHOP AND SUPPORTED THE SKILLS USA PLUMBING AND HVAC NATIONAL COMPETITIONS. THE FOUNDATION HOSTED THE NATIONAL PLUMBING AND HVAC CONTESTS. 127928 117401 114438 SCHOLARSHIPS: ATTRACTING NEW TALENT IS ESSENTIAL TO THE PLUMBING-HEATING-COOLING INDUSTRY. 1602526 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 18 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AR CA CT FL GA HI IL KS KY MD MA MI MN MS NV NH NJ NM NY NC ND OR PA RI SC TN UT VA WV WI X MICHAEL AHEARN 7032378100 180 S WASHINGTON STREET SUITE 100 FALLS CHURCH VA 22046 PATRICK WALLNER CHAIRMAN 1.00 0.00 X X 0 0 0 STEVE RIVERS VICE CHAIR 1.00 0.00 X X 0 0 0 JONATHAN MOYER SECRETARY-TREASURER 1.00 1.00 X X 0 0 0 DAN CALLIES PHCC PRESIDENT 1.00 1.00 X 0 3600 0 JASON PRITCHARD PHCC PRESIDENT-ELECT 1.00 1.00 X 0 2400 0 KEN SMITH PHCC VICE PRESIDENT 1.00 1.00 X 0 0 0 TYLER ARNDT PHCC SECRETARY-TREASURER 1.00 1.00 X 0 0 0 HUNTER BOTTO REP - PHCC NAT'L AUXILIARY 1.00 1.00 X 0 0 0 CRYSTAL CARTER REP - APPRENTICE ADV. COUNCIL 1.00 0.00 X 0 0 0 BRANDON HUDSON REP - PROFESSIONAL EDUCATOR 1.00 0.00 X 0 0 0 RANDY ROBERTS REP - MANUFACTURER 1.00 0.00 X 0 0 0 NICOLE URIZZO REP - ASSOC. EXEC. COUNCIL 1.00 0.00 X 0 0 0 RAY JONES BOARD MEMBER 1.00 0.00 X 0 0 0 BRENT MCDIARMID BOARD MEMBER 1.00 0.00 X 0 0 0 LARRY SHOEMAKER BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN TINDALL CHAIRMAN (TO 10/2024) 2.00 1.00 X X 0 0 0 KEITH BIENVENU BOARD MEMBER (TO 10/2024) 1.00 0.00 X 0 0 0 JAN BRAY BOARD MEMBER (TO 10/2024) 1.00 0.00 X 0 0 0 LAURA CIRIELLO-BENEDICT BOARD MEMBER (TO 10/2024) 1.00 0.00 X 0 0 0 JOE CORNETTA BOARD MEMBER (TO 10/2024) 1.00 1.00 X 0 7200 0 DAVE FRAME BOARD MEMBER (TO 10/2024) 1.00 1.00 X 0 0 0 ELISABETH SUTTON BOARD MEMBER (TO 10/2024) 1.00 0.00 X 0 0 0 KATHY TINDALL BOARD MEMBER (TO 10/2024) 1.00 0.00 X 0 0 0 DARRELL FULLER BOARD MEMBER (TO 10/2024) 1.00 0.00 X 0 0 0 CINDY SHERIDAN PHCC CEO 1.00 39.00 X 0 258577 25944 MICHAEL AHEARN VP, FINANCE PHCC 1.00 39.00 X 0 170220 8093 DAN QUINONEZ EXECUTIVE DIRECTOR 39.00 1.00 X 171049 0 14938 ANGELA COLLINS CHIEF LEARNING OFFICER 40.00 0.00 X 136571 0 12402 JOHN ZINK VP, DEVELOPMENT 40.00 0.00 X 123424 0 18972 431044 441997 80349 3 0 1 0 DESIGNED ELEARNING SOLUTIONS 95 DRY RUN CIRCLE BATESVILLE AR 72501 LEARNING MGMT SYSTEM 408063 1 6000 472329 165202 478329 EDUCATIONAL PROGRAMS 900099 1033878 1033878 SEMINARS 900099 521943 87455 434488 1555821 671412 671412 99977 99977 298023 0 298023 298023 298023 MISCELLANEOUS INCOME 900099 7532 7532 7532 3111094 1121333 0 1511432 X 1601 1601 117401 117401 185987 122751 55797 7439 307294 106964 167617 32713 12670 4771 6702 1197 22115 8895 11080 2140 36536 17473 16360 2703 23174 21004 2170 29484 29484 73268 73268 379579 371627 5552 2400 132681 132681 81942 66645 14859 438 127444 123166 4278 25 25 149953 134891 13804 1258 163471 126114 37357 1070 1070 INTERCOMPANY EXPENSES 208404 79151 126419 2834 TOOLS & SUPPLIES 165202 165202 PROGRAM DEVELOPMENT 14280 14280 DUES & SUBSCRIPTIONS 11642 6964 4278 400 8162 879 5684 1599 2253385 1602526 593568 57291 151852 0 538990 205689 72600 71117 41567 71662 398051 776923 4280 1070 4280 3210 16840526 18830933 26041 0 18073907 19959534 112051 85494 53069 49090 0 37485 165120 172069 X 5464183 6010677 12444604 13776788 17908787 19787465 18073907 19959534 857709 1020969 0 X 0 1 X 1 0 X 470988 520418 384340 461327 478329 2315402 470988 520418 384340 461327 478329 2315402 41782 2273620 266368 454573 265070 392372 771389 2149772 16322 13094 5194 22058 7532 64200 4529374 5998712 0.50200 0.55700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 16,322. 2021 AMOUNT: $ 13,094. 2022 AMOUNT: $ 5,194. 2023 AMOUNT: $ 22,058. 2024 AMOUNT: $ 7,532. SCHEDULE A, PART II THE ORGANIZATION CHANGED ITS YEAR-END FROM JUNE TO DECEMBER, EFFFECTIVE JULY 2022. AS A RESULT, THE SCHEDULE A, PART II, 2022 COLUMN REPRESENTS THE ACTIVITY FROM THE SHORT YEAR BEGINNING JULY 1, 2022 AND ENDING DECEMBER 31, 2022. THE 2021 COLUMN REPRESENTS THE ACTIVITY FROM THE FULL YEAR BEGINNING JULY 1, 2021 AND ENDING JUNE 30, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12263342 12322 1673696 359335 13590025 11149155 17146 1751461 654420 12263342 10941847 27519 205564 25775 11149155 13552790 5037 -2005821 610159 10941847 10427595 47942 3394094 316841 13552790 0.00000 0.40600 0.59400 0 0 4280 1070 3210 3210 DUE TO RELATED 37485 37485 X PART V, LINE 4: THE ORGANIZATION'S PERMANENTLY RESTRICTED NET ASSETS CONSIST OF AN ENDOWMENT ESTABLISHED TO FUND THE FOUNDATION'S PROGRAMS. THE INTEREST, DIVIDENDS, AND REALIZED AND UNREALIZED GAINS/LOSSES EARNED ON THE ENDOWMENT'S INVESTMENTS FUND THE FOUNDATION'S PROGRAMS. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN FASB ASC TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2024 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS, AND THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. AS OF DECEMBER 31, 2024, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. 1 SCHOLARSHIP DISBURSEMENTS 60 117401 PART I, LINE 2: GRANTEES REPORT TO THE FOUNDATION RECIPIENTS OF SCHOLARSHIP FUNDS. THESE FUNDS ARE DISBURSED TO THE RECIPIENTS' SCHOOLS DIRECTLY. X X 0 0 0 0 0 0 0 0 0 CINDY SHERIDAN PHCC CEO 0 246475 0 12102 0 0 0 10413 0 15531 0 284521 0 0 DAN QUINONEZ EXECUTIVE DIRECTOR 165997 0 5052 0 0 0 6859 0 8079 0 185987 0 0 0 MICHAEL AHEARN VP, FINANCE PHCC 0 165168 0 5052 0 0 0 6758 0 1335 0 178313 0 0 X TOOLS & FIXTURES 13 165202 DONOR ESTIMATES 0 0 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 2 KEVIN TINDALL, KATHY TINDALL: FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE AND FOUNDATION CHAIRPERSON WILL REVIEW IRS FORM 990 AFTER IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS TO INFORM THE FOUNDATION CHAIRPERSON AND CHIEF OPERATING OFFICER WHEN THEY COULD HAVE A CONFLICT OF INTEREST. THE BOARD WOULD ALSO HAVE TO ANNUALLY REPORT ALL CONFLICTS OF INTEREST TO THE CHAIRPERSON. THE POLICY REQUIRES BOARD MEMBERS TO REMOVE THEMSELVES FROM CONVERSATIONS AND VOTES ON TOPICS WITH WHICH THEY MAY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL REVIEW IS CONDUCTED IN EXECUTIVE SESSION WITH THE EXECUTIVE/COMPESNATION COMMITTEE OF THE EDUCATIONAL FOUNDATION. THE FINAL DETERMINATION OF ANY BONUS IS COMMUNICATED IN WRITING BY THE CHAIRMAN. THE EXECUTIVE COMMITTEE WILL MAKE ITS DETERMINATION OF THE COMPENSATION OFFER TO THE CHIEF OPERATIONS OFFICER BASED ON THE TOTALITY OF INFORMATION GATHERED IN THE PERFORMANCE EVALUATION AND COMPENSATION REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 19 PHCC NATIONAL ASSOCIATION EDUCATIONAL FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 371,627. MANAGEMENT AND GENERAL EXPENSES 5,552. FUNDRAISING EXPENSES 2,400. TOTAL EXPENSES 379,579. PLUMBING-HEATING-COOLING CONTRACTORS NATIONAL ASSOCIATION 180 S WASHINGTON ST FALLS CHURCH VA 22046 530114670 AN ASSOCIATION OF PLUMBING & HVACR CONTRACTORS FOR THE ADVANCEMENT OF THE IN DE 501(C)(6) N/A 0 PLUMBING-HEATING-COOLING CONTRACTORS NATIONAL ASSOCATION PAC 180 S WASHINGTON ST FALLS CHURCH VA 22046 521304783 TO MAKE POLITICAL CONTRIBUTIONS TOWARDS THE ADVANCEMENT OF PLUMBING VA 527 PHCC 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 PHCC-NA P 208404 COST PHCC-NA O 185987 COST