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← PLUMBING-HEATING-COOLING CONTRACTORS OF CALIFORNIA

Form 990 for tax year 2022

Filed by PLUMBING-HEATING-COOLING CONTRACTORS OF CALIFORNIA.

Totals

Total revenue
$726,305
Total expenses
$672,143
Contributions and grants received
$0
Grants paid
$10,100
Program service revenue
$645,224
Investment income
$79
Other revenue
$81,002
Total assets, end of year
$320,201
Total liabilities, end of year
$137,135
Net assets or fund balances, end of year
$183,066
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 2a · Program service revenue: RELATED PARTY COST REI

    total $384,543 · related or exempt $384,543

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $161,219 · related or exempt $161,219

  • 2c · Program service revenue: CONVENTION INCOME

    total $96,795 · related or exempt $96,795

  • 2d · Program service revenue: WEBSITE ADVERTISING

    total $2,117 · unrelated business $2,117

  • 2e · Program service revenue: OPEN HOUSE

    total $550 · related or exempt $550

  • 3 · Investment income

    total $79 · excluded $79

  • 11a · Other revenue: FREE ENTERPRISE FUND

    total $45,863 · related or exempt $45,863

  • 11b · Other revenue: OTHER REVENUE

    total $33,780 · related or exempt $33,780

  • 11c · Other revenue: INVESTMENT IN PCIS

    total $1,359 · excluded $1,359

  • 11e · Other revenue, total

    $81,002

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,000

  • 2 · Grants to domestic individuals

    total $100

  • 5 · Compensation of officers, directors and key employees

    total $118,059

  • 7 · Other salaries and wages

    total $272,179

  • 8 · Pension plan contributions

    total $5,320

  • 9 · Other employee benefits

    total $38,373

  • 10 · Payroll taxes

    total $30,881

  • 11c · Fees: accounting

    total $22,789

  • 11d · Fees: lobbying

    total $36,960

  • 11g · Fees: other

    total $20,295

  • 12 · Advertising and promotion

    total $367

  • 13 · Office expenses

    total $19,405

  • 16 · Occupancy

    total $5,716

  • 17 · Travel

    total $689

  • 19 · Conferences, conventions and meetings

    total $46,765

  • 20 · Interest

    total $3,103

  • 23 · Insurance

    total $6,335

  • 24a · Other expenses: BOARD EXPENSES

    total $26,230

  • 24b · Other expenses: MISCELLANEOUS

    total $4,389

  • 24c · Other expenses: BANK AND MERCHANT FEES

    total $3,884

  • 24d · Other expenses: BAD DEBT

    total $304

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $31,454 · end of year $23,107

  • 2 · Savings and temporary cash investments

    beginning of year $180,456 · end of year $105,535

  • 4 · Accounts receivable

    beginning of year $20,800 · end of year $23,541

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,100 · end of year $4,498

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

    $13,772

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

    $13,417

  • 10c · Land, buildings and equipment, net

    beginning of year $260 · end of year $355

  • 12 · Investments: other securities

    beginning of year $15,582 · end of year $17,236

  • 15 · Other assets

    beginning of year $93,124 · end of year $145,929

  • 17 · Accounts payable and accrued expenses

    beginning of year $57,756 · end of year $10,357

  • 19 · Deferred revenue

    beginning of year $31,521 · end of year $35,386

  • 25 · Other liabilities

    beginning of year $149,900 · end of year $91,392

  • 27 · Net assets without donor restrictions

    beginning of year $29,915 · end of year $103,382

  • 28 · Net assets with donor restrictions

    beginning of year $79,684 · end of year $79,684

Mission and programs · 2022

Mission

THE PLUMBING-HEATING-COOLING CONTRACTORS ASSOCIATION IS DEDICATED TO THE ADVANCEMENT AND EDUCATION OF THE PLUMBING AND HVAC INDUSTRY FOR THE HEALTH, SAFETY, AND COMFORT OF SOCIETY AND THE PROTECTION OF THE ENVIRONMENT.

Activities or mission (Part I)

TO PROVIDE PROMOTION AND EDUCATION FOR CONTRACTORS IN THE PLUMBING, HEATING, AND COOLING INDUSTRY IN CALIFORNIA.

  • RETAINED AND GREW MEMBERSHIP NUMBERS AND ENGAGEMENT.

As filed on the 2022 return.

Listed in Part VII

  • CHERYL MOSIER

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • SARAH WOOD

    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
    $105,000
    From related orgs
    $0
    Other
    $13,059
    Hours/week
    16 + 24 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

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 · 100% owned · share of income $2,733 · share of assets $17,236 · controlled entity

    Directly controlled by PHCC OF CA

Provenance

Return type
form_990
Tax year
2022
Filed
16 July 2024
IRS schema version
2022v5.0
Source object
202402069349300335

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