2026-09-01T15:26:16-05:00 2025-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2025-01-01 272342705 AIR-CONDITIONING HEATING AND REFRIGERATION TECHNOLOGY INSTITUTE AIR- 7035248800 2311 WILSON BLVD 400 ARLINGTON VA 22201 STEPHEN YUREK CHAIRMAN 7035248800 2026-09-01 1 J CALVIN MARKS P01226973 9197196400 2025 STEPHEN YUREK 2311 WILSON BLVD 400 ARLINGTON VA 22201 678427 0 X WWW.AHRINET.ORG/RESOURCES/RESEARCH X 2010 VA 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. 5 0 0 0 0 0 9000 0 190604 678427 0 0 0 0 199604 678427 0 0 0 0 0 0 0 0 0 334560 576417 334560 576417 -134956 102010 228107 350104 19966 39953 208141 310151 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 572861 678427 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. 572861 1 0 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 873097 34180 JOHN LANIER DIRECTOR 1.00 36.00 X 0 449600 64844 SAMANTHA SLATER DIRECTOR 1.00 35.00 X 0 342850 27498 MARIE-CHRISTINE CARPIZO DIRECTOR 1.00 35.00 X 0 295810 18268 XUDONG WANG TREASURER/SECRETARY 1.00 35.00 X X 0 242552 8927 0 2203909 153717 0 0 1 0 CREATIVE THERMAL SOLUTIONS INC 2209 NORTH WILLOW RD URBANA IL 61802 RESEARCH 318505 1 CONTRACT REVENUE 900099 678427 678427 678427 678427 678427 0 0 X 566701 566701 9716 6160 3556 576417 572861 3556 0 102154 141527 125953 208577 228107 350104 321 20308 19645 19645 19966 39953 X 208141 310151 208141 310151 228107 350104 102010 0 X 0 1 X 1 0 X X 1 AIR-CONDITIONING HEATING AND REFRIGERATION INSTITUTE 261558777 7 1 0 576417 1 0 576417 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PAGE 4, SECTION A, LINE 3B: AT YEAR END, THE FOUNDATION COMPLETED A PRO FORMA SCHEDULE A FOR AIR-CONDITIONING, HEATING AND REFRIGERATION INSTITUTE AND IT PASSED THE PUBLIC SUPPORT TESTS APPLICABLE TO A SECTION 509(A)(2) ORGANIZATION. SCHEDULE A, PAGE 4, SECTION A, LINE 3C: THE FOUNDATION PROVIDES SUPPORT TO AIR-CONDITIONING, HEATING AND REFRIGERATION INSTITUTE BY PERFORMING RESEARCH AND EDUCATION SERVICES FOR THE ORGANIZATION. THE FOUNDATION DID NOT PROVIDE ANY ASSETS TO AIR-CONDITIONING, HEATING AND REFRIGERATION INSTITUTE. SCHEDULE A, PAGE 4, SECTION A, LINE 5A: THE AIR-CONDITIONING, HEATING AND REFRIGERATION TECHNOLOGY INSTITUTE, INC. HAS TRANSITIONED ITS PUBLIC CHARITY STATUS TO A TYPE I SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3) TO MORE EFFECTIVELY FULFILL ITS MISSION OF CONDUCTING SCIENTIFIC RESEARCH IN THE PUBLIC INTEREST. THIS ACTION WAS TAKEN TO FORMALIZE THE ORGANIZATION'S LONG-TERM ALIGNMENT WITH THE AIR-CONDITIONING, HEATING AND REFRIGERATION INSTITUTE AND TO ENSURE CONTINUED COLLABORATION WITH THE SUPPORTED INSTITUTION, CONSISTENT WITH THE DUTY TO MANAGE ITS PROPERTY AND ASSETS IN FURTHERANCE OF ITS EXEMPT PURPOSE. UNDER THIS RESTRUCTURED RELATIONSHIP, THE AIR-CONDITIONING, HEATING AND REFRIGERATION TECHNOLOGY INSTITUTE IS OPERATED, SUPERVISED, OR CONTROLLED BY THE SUPPORTED ORGANIZATION. THIS STRUCTURAL CHANGE ENSURES THAT THE CORPORATION'S RESEARCH ACTIVITIES REMAIN DIRECTLY RESPONSIVE TO THE NEEDS OF THE HVACR INDUSTRY AND THE SPECIFIC GOALS OF THE SUPPORTED ORGANIZATION WHILE MAINTAINING THE AIR-CONDITIONING, HEATING AND REFRIGERATION TECHNOLOGY INSTITUTE'S STATUS AS A NON-STOCK, NOT-FOR-PROFIT ENTITY EXEMPT UNDER SECTION 501(C)(3). 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, 2025. 0 0 0 0 0 0 0 0 0 STEPHEN YUREK CHAIRMAN 0 694608 0 178489 0 0 0 13800 0 20380 0 907277 0 0 JOHN LANIER DIRECTOR 0 374600 0 75000 0 0 0 13800 0 51044 0 514444 0 0 SAMANTHA SLATER DIRECTOR 0 287850 0 55000 0 0 0 11592 0 15906 0 370348 0 0 MARIE-CHRISTINE CARPIZO DIRECTOR 0 250810 0 45000 0 0 0 9488 0 8780 0 314078 0 0 XUDONG WANG TREASURER/SECRETARY 0 206552 0 36000 0 0 0 8280 0 647 0 251479 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, DIRECTOR, FINANCE & ACCOUNTING AND THE AUDIT COMMITTEE 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 THE SCHOLARSHIP 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 566,701. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 566,701. 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 678427 FMV