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← PLUMBING-HEATING-COOLING CONTRCTRS NATL ASSOC EDUCATIONAL FOUNDATION

Form 990 for tax year 2023

Filed by PLUMBING-HEATING-COOLING CONTRCTRS NATL ASSOC EDUCATIONAL FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 18 December 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$2,396,977 changed to $2,396,975
Total expenses
$1,695,957 changed to $1,695,955
Grants paid
$162,317 changed to $162,278
Other revenue
$110,849 changed to $110,847
Program services expenses
$1,695,957 changed to $1,157,100
Management and general expenses
$0 changed to $500,632
Fundraising expenses
$0 changed to $38,223
Program service expenses (Part III)
$1,695,957 changed to $1,157,100

Listed only on the later return

  • Mark Ingrao

Listed under a different title

  • Angela Collins: SR DIRECTOR then CHIEF LEARNING OFFICER
  • Cindy Sheridan: COO then PHCC CEO
  • Dan Callies: FOUNDATION BOARD MEMBER then BOARD MEMBER
  • Dan Quinonez: EXECUTIVE DIRECTOR then EXEC DIRECTOR (AS OF 6/23)
  • Darrell Fuller: FOUNDATION BOARD MEMBER then BOARD MEMBER
  • Dave Frame: FOUNDATION BOARD MEMBER then BOARD MEMBER
  • Elisabeth Sutton: FOUNDATION BOARD MEMBER then BOARD MEMBER
  • Jan Bray: FOUNDATION BOARD MEMBER then BOARD MEMBER
  • Joe Cornetta: FOUNDATION BOARD MEMBER then BOARD MEMBER
  • John Zink: VP FUNDRAISING then VP, DEVELOPMENT
  • Jonathan Moyer: FOUNDATION BOARD MEMBER then BOARD MEMBER
  • Kathy Tindall: FOUNDATION BOARD MEMBER then BOARD MEMBER
  • Keith Bienvenu: FOUNDATION BOARD MEMBER then BOARD MEMBER
  • Kevin Tindall: FOUNDATION CHAIRMAN then CHAIRMAN
  • Laura Ciriello-Benedict: FOUNDATION BOARD MEMBER then BOARD MEMBER
  • Michael Ahearn: VP FINANCE & HR then VP, FINANCE
  • Nicole Urizzo: FOUNDATION BOARD MEMBER then BOARD MEMBER
  • Patrick Wallner: FOUNDATION VICE CHAIRMAN then VICE CHAIRMAN
  • Ray Jones: FOUNDATION BOARD MEMBER then BOARD MEMBER
  • Steve Rivers: FOUNDATION SECRETARY/TREASURER then SECRETARY/TREASURER

Totals

Total revenue
$2,396,975
Total expenses
$1,695,955
Contributions and grants received
$461,327
Grants paid
$162,278
Program service revenue
$1,496,987
Investment income
$327,814
Other revenue
$110,847
Total assets, end of year
$18,073,907
Total liabilities, end of year
$165,120
Net assets or fund balances, end of year
$17,908,787
Program services expenses (Part IX)
$1,157,100
Management and general expenses
$500,632
Fundraising expenses
$38,223
Program service expenses (Part III)
$1,157,100

Program services were 68.2% 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

    $9,000

  • 1f · All other contributions, gifts and grants

    $452,327

  • 1g · Noncash contributions included above

    $96,936

  • 2a · Program service revenue: EDUCATIONAL PROGRAMS

    total $994,186 · related or exempt $994,186

  • 2b · Program service revenue: SPONSOR REVENUE

    total $502,801 · related or exempt $502,801

  • 3 · Investment income

    total $303,581 · excluded $303,581

  • 5 · Royalties

    total $88,791 · excluded $88,791

  • 7a · Gross sales of assets other than inventory

    securities $24,233

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $24,233

  • 7d · Net gain or loss

    total $24,233 · excluded $24,233

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $22,056 · excluded $22,056

  • 11e · Other revenue, total

    $22,056

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $16,731 · program services $16,731

  • 2 · Grants to domestic individuals

    total $145,547 · program services $145,547

  • 7 · Other salaries and wages

    total $489,784 · program services $228,260 · management and general $226,672 · fundraising $34,852

  • 8 · Pension plan contributions

    total $13,369 · program services $7,503 · management and general $5,299 · fundraising $567

  • 9 · Other employee benefits

    total $43,664 · program services $19,417 · management and general $22,734 · fundraising $1,513

  • 10 · Payroll taxes

    total $35,522 · program services $16,695 · management and general $17,676 · fundraising $1,151

  • 11b · Fees: legal

    total $27,000 · management and general $27,000

  • 11f · Fees: investment management

    total $78,363 · program services $56,774 · management and general $21,589

  • 11g · Fees: other

    total $221,942 · program services $204,115 · management and general $17,827

  • 12 · Advertising and promotion

    total $40,211 · program services $40,211

  • 13 · Office expenses

    total $55,235 · program services $38,885 · management and general $16,210 · fundraising $140

  • 14 · Information technology

    total $105,281 · program services $105,281

  • 17 · Travel

    total $109,225 · program services $93,547 · management and general $15,678

  • 19 · Conferences, conventions and meetings

    total $173,642 · program services $158,778 · management and general $14,864

  • 24a · Other expenses: INTERCOMPANY EXPENSES

    total $108,202 · management and general $108,202

  • 24b · Other expenses: OTHER EXPENSES

    total $18,441 · program services $13,853 · management and general $4,588

  • 24c · Other expenses: PROGRAM DEVELOPMENT

    total $6,268 · program services $6,268

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $5,767 · program services $4,340 · management and general $1,427

  • 24e · All other expenses

    total $1,761 · program services $895 · management and general $866

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $151,852

  • 2 · Savings and temporary cash investments

    beginning of year $651,807 · end of year $538,990

  • 3 · Pledges and grants receivable

    beginning of year $53,113 · end of year $72,600

  • 4 · Accounts receivable

    beginning of year $56,814 · end of year $41,567

  • 9 · Prepaid expenses and deferred charges

    beginning of year $88,564 · end of year $398,051

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

    $4,280

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $4,280

  • 11 · Investments: publicly traded securities

    beginning of year $14,769,211 · end of year $16,840,526

  • 15 · Other assets

    beginning of year $0 · end of year $26,041

  • 17 · Accounts payable and accrued expenses

    beginning of year $76,646 · end of year $112,051

  • 19 · Deferred revenue

    beginning of year $0 · end of year $53,069

  • 25 · Other liabilities

    beginning of year $78,595 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $4,823,339 · end of year $5,464,183

  • 28 · Net assets with donor restrictions

    beginning of year $10,640,929 · end of year $12,444,604

Mission and programs · 2023

Mission

PHCC EDUCATIONAL FOUNDATION PROVIDES INNOVATIVE EDUCATIONAL PROGRAMMING TO ENHANCE THE GROWTH AND SUCCESS OF THE PLUMBING AND HVACR INDUSTRY WORKFORCE.

  • 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.

    Expenses $1,011,553 · Grants $16,731 · Revenue $1,496,987

  • SCHOLARSHIPS: ATTRACTING NEW TALENT IS ESSENTIAL TO THE PLUMBING-HEATING-COOLING INDUSTRY.

    Expenses $145,547 · Grants $145,547

As filed on the 2023 return.

Listed in Part VII

  • Kevin Tindall

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Patrick Wallner

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Steve Rivers

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Keith Bienvenu

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jan Bray

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Laura Ciriello-Benedict

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Joe Cornetta

    BOARD MEMBER

    Total calculated
    $3,000
    From this org
    $0
    From related orgs
    $3,000
    Other
    $0
    Hours/week
    1 + 1 related

  • Dave Frame

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Dan Callies

    BOARD MEMBER

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 1 related

  • Ray Jones

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Moyer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Elisabeth Sutton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kathy Tindall

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nicole Urizzo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Darrell Fuller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cindy Sheridan

    PHCC CEO

    Total calculated
    $274,636
    From this org
    $0
    From related orgs
    $234,772
    Other
    $39,864
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,375 related
    Bonus
    $0
    Other
    $0 + $1,397 related
    Deferred
    $0 + $9,629 related
    Nontaxable benefits
    $0 + $30,235 related
    Filer's total
    $0 + $274,636 related

  • Mark Ingrao

    PHCC CEO (TO 01/2023)

    Total calculated
    $93,688
    From this org
    $0
    From related orgs
    $81,430
    Other
    $12,258
    Hours/week
    1 + 39 related

  • Michael Ahearn

    VP, FINANCE

    Total calculated
    $168,966
    From this org
    $0
    From related orgs
    $161,364
    Other
    $7,602
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,108 related
    Bonus
    $0
    Other
    $0 + $1,256 related
    Deferred
    $0 + $6,400 related
    Nontaxable benefits
    $0 + $1,202 related
    Filer's total
    $0 + $168,966 related

  • Dan Quinonez

    EXEC DIRECTOR (AS OF 6/23)

    Total calculated
    $101,971
    From this org
    $92,528
    From related orgs
    $0
    Other
    $9,443
    Hours/week
    39 + 1 related

  • Angela Collins

    CHIEF LEARNING OFFICER

    Total calculated
    $145,031
    From this org
    $132,115
    From related orgs
    $0
    Other
    $12,916
    Hours/week
    40

  • John Zink

    VP, DEVELOPMENT

    Total calculated
    $137,027
    From this org
    $115,284
    From related orgs
    $0
    Other
    $21,743
    Hours/week
    40

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
MARK INGRAO, SEVERANCE: $60,600

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants 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.

  • PLUMBING-HEATING-COOLING CONTRACTORS NATIONAL ASSOCIATION

    501(C)(6) · AN ASSOCIATION OF PLUMBING & HVACR CONTRACTORS FOR THE ADVANCEMENT OF THE IN · DE

  • PLUMBING-HEATING-COOLING CONTRACTORS NATIONAL ASSOCATION PAC

    527 · TO MAKE POLITICAL CONTRIBUTIONS TOWARDS THE ADVANCEMENT OF PLUMBING · VA

    Directly controlled by PHCC

Provenance

Return type
form_990
Tax year
2023
Filed
19 February 2025
IRS schema version
2023v6.0
Source object
202530509349300928

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