Skip to content
Nonprofiteer
← PHCC EDUCATIONAL FOUNDATION

Form 990 for tax year 2022

Filed by PHCC EDUCATIONAL FOUNDATION.

Totals

Total revenue
$252,617
Total expenses
$237,180
Contributions and grants received
$213,971
Grants paid
$0
Program service revenue
$38,519
Investment income
$7
Other revenue
$120
Total assets, end of year
$89,324
Total liabilities, end of year
$54,122
Net assets or fund balances, end of year
$35,202
Program services expenses (Part IX)
$235,617
Management and general expenses
$1,563
Fundraising expenses
$0
Program service expenses (Part III)
$235,617

Program services were 99.3% 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)

    $198,860

  • 1f · All other contributions, gifts and grants

    $5,111

  • 2a · Program service revenue: BOOKS AND CURRICULUM

    total $27,000 · related or exempt $27,000

  • 2b · Program service revenue: E-LEARNING

    total $7,699 · related or exempt $7,699

  • 2c · Program service revenue: CERTIFICATION TESTING

    total $3,820 · related or exempt $3,820

  • 3 · Investment income

    total $7 · excluded $7

  • 11a · Other revenue: OTHER INCOME

    total $120 · related or exempt $120

  • 11e · Other revenue, total

    $120

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $11,723 · program services $11,116 · management and general $607

  • 11c · Fees: accounting

    total $4,959 · program services $4,702 · management and general $257

  • 12 · Advertising and promotion

    total $392 · program services $372 · management and general $20

  • 13 · Office expenses

    total $2,488 · program services $2,357 · management and general $131

  • 14 · Information technology

    total $1,114 · program services $1,056 · management and general $58

  • 16 · Occupancy

    total $4,092 · program services $3,880 · management and general $212

  • 17 · Travel

    total $42 · program services $40 · management and general $2

  • 20 · Interest

    total $797 · program services $756 · management and general $41

  • 23 · Insurance

    total $561 · program services $532 · management and general $29

  • 24a · Other expenses: PIPELINE TO SUCCESS

    total $207,039 · program services $207,039

  • 24b · Other expenses: APPRENTICESHIP AND TRAI

    total $3,973 · program services $3,767 · management and general $206

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $56,979 · end of year $36,535

  • 2 · Savings and temporary cash investments

    beginning of year $46,948 · end of year $46,956

  • 4 · Accounts receivable

    beginning of year $0 · end 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 $22,202 · end of year $21,192

  • 19 · Deferred revenue

    beginning of year $0 · end of year $73

  • 25 · Other liabilities

    beginning of year $61,960 · end of year $32,857

  • 27 · Net assets without donor restrictions

    beginning of year $14,463 · end of year $29,900

  • 28 · Net assets with donor restrictions

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

Mission and programs · 2022

Mission

TO ORGANIZE, PROMOTE AND OPERATE VARIOUS EDUCATIONAL PROGRAMS ON SUBJECTS APPROPRIATE TO THE FIELD OF THE MECHANICAL INDUSTRY. TO ENGAGE IN CHARITABLE, SCIENTIFIC AND OTHER EDUCATIONAL ACTIVITIES AS THE BOARD OF TRUSTEES OF THIS FOUNDATION FROM TIME TO TIME DETERMINES.

Activities or mission (Part I)

TO ORGANIZE, PROMOTE AND OPERATE VARIOUS EDUCATIONAL PROGRAMS ON SUBJECTSAPPROPRIATE TO THE FIELD OF THE MECHANICAL INDUSTRY. TO ENGAGE IN CHARITABLE, SCIENTIFIC AND OTHER EDUCATIONAL ACTIVITIES AS THE BOARD OF TRUSTEES OF THIS FOUNDATION FROM TIME TO TIME DETERMINES.

  • PROVIDE TRAINING FOR AN APPRENTICESHIP ACCREDITATION ALSO PROVIDE UPDATED CONSTRUCTION CODE INFORMATION AND TRAINING ON CODE REQUIREMENTS TO LICENSED CONTRACTORS IN NORTHERN CALIFORNIA.

    Expenses $235,617 · Revenue $38,639

  • SEMINARS FOR THE MECHANICAL INDUSTRY TO EDUCATE AND INFORM THE PUBLIC OF ADVANCES IN TECHNOLOGY APPLICABLE TO THE INDUSTRY. PROVIDE EDUCATIONAL GRANTS TO INDUSTRY ASSOCIATION AND MEMBERS.

As filed on the 2022 return.

Listed in Part VII

  • Sarah Wood

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Cheryl Mosier

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • David Bernhard

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Justin Schimnowski

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Michael Desilva

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Jimmy Guerra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Arnie Rodio

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Richard Cadogan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Patrick Wallner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Dan Bonetti

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Tracy Threlfall

    CEO

    Total calculated
    $118,059
    From this org
    $0
    From related orgs
    $105,000
    Other
    $13,059
    Hours/week
    24 + 16 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 CONTRACTOR INSURANCE SERVICES

    C · FACILITATE MEMBER ACCESS TO INSURANCE PRODUCTS · CA

Provenance

Return type
form_990
Tax year
2022
Filed
16 July 2024
IRS schema version
2022v5.0
Source object
202412369349301121

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.