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Nonprofiteer
← PHCC EDUCATIONAL FOUNDATION

Form 990 for tax year 2023

Filed by PHCC EDUCATIONAL FOUNDATION.

Totals

Total revenue
$86,814
Total expenses
$39,507
Contributions and grants received
$80,000
Grants paid
$0
Program service revenue
$6,605
Investment income
$9
Other revenue
$200
Total assets, end of year
$116,172
Total liabilities, end of year
$33,663
Net assets or fund balances, end of year
$82,509
Program services expenses (Part IX)
$32,649
Management and general expenses
$6,858
Fundraising expenses
$0
Program service expenses (Part III)
$32,649

Program services were 82.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $10,000

  • 1e · Government grants (contributions)

    $70,000

  • 2a · Program service revenue: CERTIFICATION TESTING

    total $4,035 · related or exempt $4,035

  • 2b · Program service revenue: E-LEARNING INCOME

    total $2,500 · related or exempt $2,500

  • 2c · Program service revenue: BOOKS AND CURRICULUM

    total $70 · related or exempt $70

  • 3 · Investment income

    total $9 · excluded $9

  • 11a · Other revenue: OTHER INCOME

    total $200 · excluded $200

  • 11e · Other revenue, total

    $200

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $11,724 · program services $9,379 · management and general $2,345

  • 11b · Fees: legal

    total $348 · program services $278 · management and general $70

  • 11c · Fees: accounting

    total $9,394 · program services $7,515 · management and general $1,879

  • 12 · Advertising and promotion

    total $1,614 · program services $1,291 · management and general $323

  • 13 · Office expenses

    total $2,006 · program services $1,605 · management and general $401

  • 14 · Information technology

    total $1,551 · program services $1,241 · management and general $310

  • 16 · Occupancy

    total $4,215 · program services $3,372 · management and general $843

  • 17 · Travel

    total $579 · program services $463 · management and general $116

  • 20 · Interest

    total $1,917 · program services $1,534 · management and general $383

  • 23 · Insurance

    total $615 · program services $492 · management and general $123

  • 24a · Other expenses: PIPELINE TO SUCCESS

    total $3,845 · program services $3,845

  • 24b · Other expenses: E-LEARNING EXPENSE

    total $925 · program services $925

  • 24c · Other expenses: CERTIFICATION PROCTOR E

    total $450 · program services $450

  • 24d · Other expenses: TAXES

    total $240 · program services $192 · management and general $48

  • 24e · All other expenses

    total $84 · program services $67 · management and general $17

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $36,535 · end of year $69,207

  • 2 · Savings and temporary cash investments

    beginning of year $46,956 · end of year $46,965

  • 4 · Accounts receivable

    beginning of year $5,833

  • 10a · Land, buildings and equipment: cost or other basis

    $1,342

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,342

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,192 · end of year $4,376

  • 19 · Deferred revenue

    beginning of year $73 · end of year $73

  • 25 · Other liabilities

    beginning of year $32,857 · end of year $29,214

  • 27 · Net assets without donor restrictions

    beginning of year $29,900 · end of year $77,207

  • 28 · Net assets with donor restrictions

    beginning of year $5,302 · end of year $5,302

Mission and programs · 2023

Mission

THE SPECIFIC PURPOSES OF THE CORPORATION IS: - TO PROVIDE OPPORTUNITY FOR INDUSTRY EXPERIMENTATION AND INNOVATION - TO DEVELOP AND DELIVER PLUMBING AND HVAC/R EDUCATIONAL PROGRAMMING - TO CREATE A PIPELINE FOR INDIVIDUALS TO BECOME SKILLED AND TRAINED TRADEWORKERS; AND - TO ENHANCE THE GROWTH AND SUCCESS OF THE PLUMBING AND HVAC WORKFORCE.

Activities or mission (Part I)

WE WANT TO BE A PILLAR OF SUPPORT AND EDUCATION FOR THE PLUMBING AND HEATING/COOLING WORKFORCE. IF YOU ARE WORKING TOWARDS A CAREER IN PLUMBING, OUR SCHOLARSHIP PROGRAM CAN HELP YOU OFFSET YOUR TRAINING COSTS. EVEN IF YOUR EMPLOYER IS PAYING FOR YOUR TRAINING, WE CAN OFFER FINANCIAL SUPPORT TO HELP YOU DURING YOUR TRAINING. ASIDE FROM THAT, YOU WILL ALSO RECEIVE PRIDE AND INDUSTRY RECOGNITION FOR WINNING OUR SCHOLARSHIP.

  • PIPELINE TO SUCCESS. EACH TWO-WEEK SESSION INCLUDED A VARIETY OF WORKFORCE DEVELOPMENT TOPICS SPECIFIC TO THE PLUMBING AND HVAC TRADES. COVERING EVERYTHING FROM OSHA SAFETY STANDARDS, CPR, BASIC CONSTRUCTION MATH AND THE SOFT SKILLS NECESSARY FOR A JOB SEARCH, THE PARTICIPANTS WERE INTRODUCED TO THE SKILLS REQUIRED TO WORK IN THE TRADES AND HOW TO ACQUIRE THEM.DURING THE YEAR, THE ORGANIZAITON SERVED 100 PARTICIPANTS.

    Expenses $22,854

  • E-LEARNING. THE PHCC OF CALIFORNIA EDUCATIONAL FOUNDATION OFFERS PLUMBING AND HVAC/R APPRENTICE ELEARNING COURSES FOR APPRENTICES WHO NEED A NON-TRADITIONAL METHOD OF RECEIVING THEIR APPRENTICESHIP-RELATED INSTRUCTION. THIS PROGRAM THAT IS RECOGNIZED BY THE U.S. DEPARTMENT OF LABOR, EMPLOYMENT & TRAINING ADMINISTRATION, OFFICE OF APPRENTICESHIP, AS A REASONABLE OPTION FOR APPRENTICE TRAINING. EACH COURSE IS THE EQUIVALENT TO ONE YEAR OF CLASSROOM INSTRUCTION, AND THERE ARE 4 COURSES TOTAL. THERE ARE TWO OPTIONS FOR ENROLLMENT INTO THE PROGRAM: EMPLOYER SPONSORED: EMPLOYER SPONSORED ENROLLMENT IS FOR POTENTIAL STUDENTS WHO ARE CURRENTLY EMPLOYED BY A PLUMBING OR HVAC/R CONTRACTOR. YOUR EMPLOYER IS RESPONSIBLE FOR PAYING YOUR ENROLLMENT FEES. ON-THE-JOB TRAINING MUST BE COORDINATED WITH A PARTICIPATING EMPLOYER, AND YOU WILL RECEIVE A FEDERAL CERTIFICATE OF COMPLETION AND BE REGISTERED WITH THE DEPARTMENT OF LABOR WITH THIS OPTION.2. SELF-SPONSORED: SELF-SPONSORSHIP IS AN OPTION FOR POTENTIAL STUDENTS WHO ARE LOOKING FOR AN EDUCATION IN PLUMBING OR HVAC/R BUT AREN'T CURRENTLY EMPLOYED BY A CONTRACTOR. BECAUSE YOU ARE NOT CURRENTLY EMPLOYED BY A CONTRACTOR, ON-THE-JOB TRAINING MUST BE GAINED AFTER EMPLOYMENT. YOU WILL RECEIVE A CERTIFICATE OF COMPLETION FROM PHCC ACADEMY, BUT WILL NOT BE REGISTERED WITH THE DEPARTMENT OF LABOR.DURING THE YEAR, THE ORGANIZATION HAD ONE STUDENT FOR THEIR E-LEARNING PROGRAM.

    Expenses $6,530 · Revenue $2,570

  • CERTIFICATION TESTING. A. INDUSTRY CERTIFICATIONS: PROGRAMS DESIGNED TO CERTIFY PROFESSIONALS IN SPECIFIC SKILLS OR KNOWLEDGE AREAS, PROVIDING CREDENTIALS THAT DEMONSTRATE THEIR EXPERTISE TO EMPLOYERS AND CUSTOMERS.B. SPECIALIZED TRAINING: COURSES TAILORED TO SPECIFIC NEEDS WITHIN THE INDUSTRY, SUCH AS GREEN TECHNOLOGIES, ENERGY EFFICIENCY, AND ADVANCED HVAC SYSTEMS.C. JOURNEYMAN TRAININGUPGRADE AND REFRESH SKILLS: PROGRAMS DESIGNED FOR JOURNEYMEN WHO WANT TO UPDATE OR EXPAND THEIR SKILLS, KEEPING PACE WITH INDUSTRY ADVANCEMENTS AND CHANGES IN TECHNOLOGY.D. BUSINESS MANAGEMENT TRAINING LEADERSHIP DEVELOPMENT: COURSES AND SEMINARS AIMED AT HELPING CONTRACTORS AND BUSINESS OWNERS IMPROVE THEIR LEADERSHIP AND MANAGEMENT SKILLS.FINANCIAL MANAGEMENT: TRAINING ON BUDGETING, FINANCIAL PLANNING, AND MANAGING BUSINESS FINANCES EFFECTIVELY.

    Expenses $3,265 · Revenue $4,035

  • APPRENTICESHIP PROGRAMS. FOUR-YEAR APPRENTICESHIP PROGRAM: A STRUCTURED PROGRAM COMBINING CLASSROOM INSTRUCTION WITH ON-THE-JOB TRAINING. APPRENTICES LEARN ESSENTIAL SKILLS IN PLUMBING AND HVAC, WORKING UNDER THE GUIDANCE OF EXPERIENCED JOURNEYMEN.STATE-CERTIFIED APPRENTICESHIPS: THESE PROGRAMS MEET STATE REQUIREMENTS AND STANDARDS, ENSURING THAT APPRENTICES RECEIVE A RECOGNIZED AND REPUTABLE EDUCATION.CONTINUING EDUCATION - WORKSHOPS AND SEMINARS: REGULARLY SCHEDULED EVENTS COVERING A WIDE RANGE OF TOPICS, FROM NEW TECHNOLOGIES AND TOOLS TO UPDATED SAFETY REGULATIONS AND BUSINESS PRACTICES. - ONLINE COURSES: FLEXIBLE LEARNING OPTIONS THAT ALLOW PROFESSIONALS TO COMPLETE TRAINING AT THEIR OWN PACE, FOCUSING ON AREAS LIKE CODE UPDATES, SYSTEM DESIGN, AND ADVANCED TROUBLESHOOTING.DURING THE YEAR, THE ORGANIZATION SERVED 102 APPRENTICES.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Whitney Squire

    CEO/EX-OFFICIO

    Total calculated
    $105,830
    From this org
    $0
    From related orgs
    $100,000
    Other
    $5,830
    Hours/week
    15 + 35 related
  • Sarah Wood

    PAST-PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Jimmy Guerra

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • David Bernhard

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • Justin Schimnowski

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 9 related
  • Cheryl Moiser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Arnie Rodio

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Richard Cadogan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Patrick Wallner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Dan Bonetti

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • PLUMBING CONTRACTORS INSURANCE SERVICES

    C · FACILITATE MEMBER ACCESS TO INSURANCE PRODUCTS · CA · 100% owned · share of income $172

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349317185

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