2025-02-19T10:54:16-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 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 2025-02-19 1 1 FRANK SMITH P00639053 2022274000 2025-02-19 2023 2025-03-06 01:10:19Z X DAN QUINONEZ 180 S WASHINGTON STREET SUITE 100 FALLS CHURCH VA 22046 2396975 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. 16 15 0 75 0 0 384340 461327 663440 1496987 724611 327814 40641 110847 1813032 2396975 154275 162278 0 0 307150 582339 0 0 38223 695283 951338 1156708 1695955 656324 701020 15619509 18073907 155241 165120 15464268 17908787 PHCC EDUCATIONAL FOUNDATION PROVIDES INNOVATIVE EDUCATIONAL PROGRAMMING TO ENHANCE THE GROWTH AND SUCCESS OF THE PLUMBING AND HVACR INDUSTRY WORKFORCE. 0 0 1011553 16731 1496987 APPRENTICE AND JOURNEYMAN TRAINING AND WORKFORCE DEVELOPMENT: 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. 145547 145547 SCHOLARSHIPS: ATTRACTING NEW TALENT IS ESSENTIAL TO THE PLUMBING-HEATING-COOLING INDUSTRY. 1157100 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 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 KEVIN TINDALL CHAIRMAN 2.00 1.00 X X 0 0 0 PATRICK WALLNER VICE CHAIRMAN 1.00 0.00 X X 0 0 0 STEVE RIVERS SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 KEITH BIENVENU BOARD MEMBER 1.00 0.00 X 0 0 0 JAN BRAY BOARD MEMBER 1.00 0.00 X 0 0 0 LAURA CIRIELLO-BENEDICT BOARD MEMBER 1.00 0.00 X 0 0 0 JOE CORNETTA BOARD MEMBER 1.00 1.00 X 0 3000 0 DAVE FRAME BOARD MEMBER 1.00 1.00 X 0 0 0 DAN CALLIES BOARD MEMBER 1.00 1.00 X 0 600 0 RAY JONES BOARD MEMBER 1.00 0.00 X 0 0 0 JONATHAN MOYER BOARD MEMBER 1.00 1.00 X 0 0 0 ELISABETH SUTTON BOARD MEMBER 1.00 0.00 X 0 0 0 KATHY TINDALL BOARD MEMBER 1.00 0.00 X 0 0 0 NICOLE URIZZO BOARD MEMBER 1.00 0.00 X 0 0 0 DARRELL FULLER BOARD MEMBER 1.00 0.00 X 0 0 0 CINDY SHERIDAN PHCC CEO 1.00 39.00 X 0 234772 39864 MARK INGRAO PHCC CEO (TO 01/2023) 1.00 39.00 X 0 81430 12258 MICHAEL AHEARN VP, FINANCE 1.00 39.00 X 0 161364 7602 DAN QUINONEZ EXEC DIRECTOR (AS OF 6/23) 39.00 1.00 X 92528 0 9443 ANGELA COLLINS CHIEF LEARNING OFFICER 40.00 0.00 X 132115 0 12916 JOHN ZINK VP, DEVELOPMENT 40.00 0.00 X 115284 0 21743 339927 481166 103826 2 0 1 0 DESIGNED ELEARNING SOLUTIONS 95 DRY RUN CIRCLE BATESVILLE AR 72501 DESIGN SERVICES 223594 1 9000 452327 96936 461327 EDUCATIONAL PROGRAMS 900099 994186 994186 SPONSOR REVENUE 900099 502801 502801 1496987 303581 303581 88791 88791 24233 0 24233 24233 24233 MISCELLANEOUS INCOME 900099 22056 22056 22056 2396975 1496987 0 438661 X 16731 16731 145547 145547 489784 228260 226672 34852 13369 7503 5299 567 43664 19417 22734 1513 35522 16695 17676 1151 27000 27000 78363 56774 21589 221942 204115 17827 40211 40211 55235 38885 16210 140 105281 105281 109225 93547 15678 173642 158778 14864 INTERCOMPANY EXPENSES 108202 108202 OTHER EXPENSES 18441 13853 4588 PROGRAM DEVELOPMENT 6268 6268 DUES & SUBSCRIPTIONS 5767 4340 1427 1761 895 866 1695955 1157100 500632 38223 0 151852 651807 538990 53113 72600 56814 41567 88564 398051 4280 0 4280 14769211 16840526 0 26041 15619509 18073907 76646 112051 0 53069 78595 0 155241 165120 X 4823339 5464183 10640929 12444604 15464268 17908787 15619509 18073907 701020 1743499 0 X 0 1 X 1 0 X 449156 470988 520418 384340 461327 2286229 449156 470988 520418 384340 461327 2286229 64100 2222129 261589 266368 454573 265070 392372 1639972 6453 16322 13094 5194 22058 63121 3989322 2160427 0.55700 0.55870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 6,453. 2020 AMOUNT: $ 16,322. 2021 AMOUNT: $ 13,094. 2022 AMOUNT: $ 5,194. 2023 AMOUNT: $ 22,058. 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, COLUMN (D) REPRESENTS THE ACTIVITY FROM THE SHORT YEAR BEGINNING JULY 1, 2022 AND ENDING DECEMBER 31, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11149155 17146 1751461 654420 12263342 10941847 27519 205564 25775 11149155 13552790 5037 -2005821 610159 10941847 10427595 47942 3394094 316841 13552790 10402094 119952 235205 329656 10427595 0.00000 0.44893 0.55107 0 0 4280 4280 4280 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 18-MONTHS DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED 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, 2023, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. 1 INTERNATIONAL WATER SANITATION AND HYGIENE FOUNDATION 4755 EAST PHILADELPHIA STREET ONTARIO CA 91761 810960493 501(C)(3) 10000 0 SPONSORSHIP 1 0 SCHOLARSHIP DISBURSEMENTS 55 145547 PART I, LINE 2: GRANTEES REPORT TO THE FOUNDATION RECIPIENTS OF SCHOLARSHIP FUNDS. THESE FUNDS ARE DISBURSED TO THE RECIPIENTS' SCHOOLS DIRECTLY. X X 1 0 0 0 0 0 0 0 0 CINDY SHERIDAN PHCC CEO 0 233375 0 0 0 1397 0 9629 0 30235 0 274636 0 0 MICHAEL AHEARN VP, FINANCE 0 160108 0 0 0 1256 0 6400 0 1202 0 168966 0 0 PART I, LINE 4A MARK INGRAO, SEVERANCE: $60,600 X FIXTURES 10 59145 DONOR ESTIMATES X TOOLS 3 37791 DONOR ESTIMATES 0 0 0 FORM 990, AMENDED THE 2023 FORM 990 FOR THE ORGANIZATION IS BEING AMENDED TO REPORT THE FINAL, AUDITED FINANCIAL FIGURES, AS WELL AS REVISED INFORMATION FOR REPORTING ON PART VII-A AND SCHEDULE I FOR CONSISTENCY WITH THE FINAL FINANCIALS. 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 204,115. MANAGEMENT AND GENERAL EXPENSES 17,827. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 221,942. 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 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 PHCC-NA P 108202 COST