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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.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 19 February 2025. 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
$2,396,977
Total expenses
$1,695,957
Contributions and grants received
$461,327
Grants paid
$162,317
Program service revenue
$1,496,987
Investment income
$327,814
Other revenue
$110,849
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)
$1,695,957
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,695,957

Program services were 100.0% 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.

  • 1f · All other contributions, gifts and grants

    $461,327

  • 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 $22,058 · excluded $22,058

  • 11e · Other revenue, total

    $22,058

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $162,317 · program services $162,317

  • 7 · Other salaries and wages

    total $464,079 · program services $464,079

  • 8 · Pension plan contributions

    total $21,779 · program services $21,779

  • 9 · Other employee benefits

    total $57,597 · program services $57,597

  • 10 · Payroll taxes

    total $38,883 · program services $38,883

  • 11b · Fees: legal

    total $27,000 · program services $27,000

  • 11f · Fees: investment management

    total $78,363 · program services $78,363

  • 11g · Fees: other

    total $221,943 · program services $221,943

  • 12 · Advertising and promotion

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

  • 13 · Office expenses

    total $55,236 · program services $55,236

  • 14 · Information technology

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

  • 17 · Travel

    total $109,225 · program services $109,225

  • 19 · Conferences, conventions and meetings

    total $173,641 · program services $173,641

  • 24a · Other expenses: INTERCOMPANY EXPENSES

    total $108,202 · program services $108,202

  • 24b · Other expenses: OTHER EXPENSES

    total $18,403 · program services $18,403

  • 24c · Other expenses: PROGRAM DEVELOPMENT

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

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $5,768 · program services $5,768

  • 24e · All other expenses

    total $1,761 · program services $1,761

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.

  • BUSINESS MANAGEMENT TRAINING: THE FOUNDATION DEVELOPS AND DELIVERS BUSINESS MANAGEMENT PROGRAMS WITH A FOCUS ON IMPROVING PROFITABILITY AND PRODUCTIVITY. THE ESSENTIALS OF PROJECT MANAGEMENT COURSE EXAMINED PROJECT MANAGEMENT FROM PRE-BID TO CLOSE-OUT WITH A FOCUS ON STANDARDIZING PROCESS, CUTTING WASTED TIME AND IMPROVING PROFITS. THE CREATING SUPER FOREMEN WORKSHOPS COVERED THE LATEST IN MANAGING CHANGE, WORKFORCE DEVELOPMENT, TIME AND WORKLOAD MANAGEMENT. THE SEMINAR AND WEBINAR SERIES REACHED OVER 2,500 CONTRACTORS AND THEIR EMPLOYEES IN ONLINE AND IN PERSON PROGRAMS ON TOPICS INCLUDING NEW OVERTIME RULES, WEB STRATEGIES, AND OSHA'S NEW CONFINED SPACE STANDARDS.

    Expenses $766,820 · Revenue $748,494

  • 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 $766,820 · Revenue $748,493

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

    Expenses $162,317 · Grants $162,317

As filed on the 2023 return.

Listed in Part VII

  • Kevin Tindall

    FOUNDATION CHAIRMAN

    Total calculated
    $0
    Hours/week
    2
  • Patrick Wallner

    FOUNDATION VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Steve Rivers

    FOUNDATION SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Keith Bienvenu

    FOUNDATION BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jan Bray

    FOUNDATION BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Laura Ciriello-Benedict

    FOUNDATION BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Joe Cornetta

    FOUNDATION BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Dave Frame

    FOUNDATION BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Dan Callies

    FOUNDATION BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Ray Jones

    FOUNDATION BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jonathan Moyer

    FOUNDATION BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Elisabeth Sutton

    FOUNDATION BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Kathy Tindall

    FOUNDATION BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Nicole Urizzo

    FOUNDATION BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Darrell Fuller

    FOUNDATION BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Cindy Sheridan

    COO

    Total calculated
    $253,021
    From this org
    $213,157
    From related orgs
    $0
    Other
    $39,864
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $213,157
    Bonus
    $0
    Other
    $0
    Deferred
    $9,629
    Nontaxable benefits
    $30,235
    Filer's total
    $253,021
  • Dan Quinonez

    EXECUTIVE DIRECTOR

    Total calculated
    $98,238
    From this org
    $88,795
    From related orgs
    $0
    Other
    $9,443
    Hours/week
    38 + 2 related
  • Michael Ahearn

    VP FINANCE & HR

    Total calculated
    $138,966
    From this org
    $0
    From related orgs
    $131,364
    Other
    $7,602
    Hours/week
    1 + 39 related
  • Angela Collins

    SR DIRECTOR

    Total calculated
    $136,894
    From this org
    $123,978
    From related orgs
    $0
    Other
    $12,916
    Hours/week
    40
  • John Zink

    VP FUNDRAISING

    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

Answered no

  • 4a · Severance or change-of-control payment
  • 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

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

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.

  • 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
18 December 2024
IRS schema version
2023v5.1
Source object
202443539349301314

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