Civic Intelligence

Heating Airconditioning & Refrigeration Distributors Int'L

990 • Fiscal year 2017 • EIN 03-0443301

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

Organization ProfileWWW.HARDINET.ORG

View Organization Page

445 Hutchinson Ave Suite 550Columbus, OH 43235

(614) 345-4328

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.53x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.48x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

49th percentile

3.4%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

91st percentile

35%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

15%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$4,223,080

Up $1,083,458 (+35%) from 2016

Net Assets

Up

$1,982,189

Up $352,052 (+22%) from 2016

Liabilities

Up

$2,240,891

Up $731,406 (+48%) from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin49th percentile

Revenue

Up

$4,647,323

Up $589,337 (+15%) from 2016

Expenses

Up

$4,488,111

Up $463,975 (+12%) from 2016

Net Income

Up

$159,212

Up $125,362 (+370%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $2,458,516Liabilities 2011: $1,189,948Net Assets 2011: $1,268,5682011Assets 2012: $2,093,109Liabilities 2012: $994,509Net Assets 2012: $1,098,6002012Assets 2013: $2,939,545Liabilities 2013: $1,523,764Net Assets 2013: $1,415,7812013Assets 2014: $2,023,172Liabilities 2014: $574,381Net Assets 2014: $1,448,7912014Assets 2015: $2,151,987Liabilities 2015: $572,381Net Assets 2015: $1,579,6062015Assets 2016: $3,139,622Liabilities 2016: $1,509,485Net Assets 2016: $1,630,1372016Assets 2017: $4,223,080Liabilities 2017: $2,240,891Net Assets 2017: $1,982,1892017Assets 2018: $3,682,022Liabilities 2018: $1,233,996Net Assets 2018: $2,448,0262018Assets 2019: $4,789,549Liabilities 2019: $1,733,370Net Assets 2019: $3,056,1792019Assets 2020: $4,593,278Liabilities 2020: $1,274,617Net Assets 2020: $3,318,6612020Assets 2021: $6,263,611Liabilities 2021: $1,941,285Net Assets 2021: $4,322,3262021Assets 2022: $6,554,084Liabilities 2022: $2,290,444Net Assets 2022: $4,263,6402022Assets 2023: $8,443,558Liabilities 2023: $2,873,619Net Assets 2023: $5,569,9392023Assets 2024: $9,698,680Liabilities 2024: $2,697,437Net Assets 2024: $7,001,2432024

Highlighted filing

2017

Assets$4,223,080
Liabilities$2,240,891
Net Assets$1,982,189
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $2,284,878Expenses 2011: $2,338,816Net Income 2011: -$53,9382011Revenue 2012: $2,291,639Expenses 2012: $2,451,424Net Income 2012: -$159,7852012Revenue 2013: $3,069,605Expenses 2013: $2,932,591Net Income 2013: $137,0142013Revenue 2014: $3,200,526Expenses 2014: $3,151,361Net Income 2014: $49,1652014Revenue 2015: $3,780,802Expenses 2015: $3,504,590Net Income 2015: $276,2122015Revenue 2016: $4,057,986Expenses 2016: $4,024,136Net Income 2016: $33,8502016Revenue 2017: $4,647,323Expenses 2017: $4,488,111Net Income 2017: $159,2122017Revenue 2018: $5,147,708Expenses 2018: $4,532,643Net Income 2018: $615,0652018Revenue 2019: $5,165,583Expenses 2019: $4,864,036Net Income 2019: $301,5472019Revenue 2020: $3,181,141Expenses 2020: $3,128,463Net Income 2020: $52,6782020Revenue 2021: $5,587,380Expenses 2021: $4,995,785Net Income 2021: $591,5952021Revenue 2022: $6,371,642Expenses 2022: $5,705,224Net Income 2022: $666,4182022Revenue 2023: $7,220,843Expenses 2023: $6,515,720Net Income 2023: $705,1232023Revenue 2024: $8,685,465Expenses 2024: $7,996,085Net Income 2024: $689,3802024

Highlighted filing

2017

Revenue$4,647,323
Expenses$4,488,111
Net Income$159,212
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.3
Gross Receipts
$4,659,615
Mission and Program Overview

Mission

Trade association - to promote the interests of the wholesale heating, airconditioning and refrigeration industry by undertaking such programs, services and activities as are lawful and consistent with its mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,174,762$1,640,965▲ $466,203
Savings and Temporary Cash Investments$951,903$1,489,022▲ $537,119
Cash and Non-Interest-Bearing Accounts$367,722$494,968▲ $127,246
Prepaid Expenses and Deferred Charges$230,544$257,824▲ $27,280
Accounts Receivable$214,927$199,102▼ $15,825
Land, Buildings, and Equipment, Net$198,411$122,810▼ $75,601
Total Assets$3,139,622$4,223,080▲ $1,083,458
Other Assets Total$1,353$18,389▲ $17,036
Liabilities
Deferred Revenue$1,187,914$1,123,470▼ $64,444
Accounts Payable and Accrued Expenses$281,214$1,091,962▲ $810,748
Other Liabilities$40,357$25,459▼ $14,898
Total Liabilities$1,509,485$2,240,891▲ $731,406
Net Assets / Fund Balance
Unrestricted Net Assets$1,630,137$1,982,189▲ $352,052
Total Net Assets Fund Balance$1,630,137$1,982,189▲ $352,052
Total Liabilities and Net Assets / Fund Balance$3,139,622$4,223,080▲ $1,083,458

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$81,922$104,964$186,886
Leasehold Improvements$40,888$5,400$46,288
Other Land Buildings-$36,343$36,343
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Talbot GeeCEOFT$257,500$94,612$352,112
Emily SavingExecutive ViFT$138,451$4,154$142,605
Jonathan MelchiVP, Govt & EFT$135,303$3,956$139,259

Board Members and Trustees

NameTitle
Thomas RobertsPresident
Troy MeachumPresident-el
Monte SalsmanDirector - at Lar
Ray NewsteadDirector - Canadi
Scott LarsonDirector - Centra
Rhonda WightDirector - Great
Michael SenterDirector - Mid at
Joseph FernandezDirector - Northe
Chris WareDirector - Southe
Michelle Shearer-rodriguezDirector - Southw
Andrew BartonDirector - Wester
Steve CarboniMfr. Rep. Ad
Michael MeierPast Preside
Tom BoutetteSecretary/tr
Jeff CherifSupplier Adv
Larry GolenSupplier Adv
Brian PeirceVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,621,136
Investment Income
$26,519
Other Revenue
$-332
Change in Net Assets
$159,212
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,852,783
Salaries, Compensation, and Employee Benefits$1,635,328
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$1,693,919--$1,693,919
Other Salaries and Wages$989,915--$989,915
Current Officers, Directors, Trustees, and Key Employees$324,000--$324,000
Other Employee Benefits$196,716--$196,716
Travel$147,312--$147,312
Occupancy$117,496--$117,496
Other Expenses$83,743--$83,743
Payroll Taxes$82,639--$82,639
Depreciation Depletion$75,600--$75,600
All Other Expenses$74,630--$74,630
Information Technology$70,723--$70,723
Fees for Services Lobbying$67,787--$67,787
Advertising$52,306--$52,306
Pension Plan Contributions$42,058--$42,058
Office Expenses$31,409--$31,409
Insurance$11,392--$11,392
Fees for Services Accounting$9,964--$9,964
Fees for Services Legal$2,338--$2,338
Total Functional Expenses$4,488,111$0$0$4,488,111
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$93,374
Total Nondeductible Lobbying and Political Cost$93,374
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent Abatement$25,459
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization is made up of members who elect to become members on a yearly basis.”

Form 990, Page 6, Part VI, Line 7A

“Voting members elect the board of directors and officers of the association at the annual meeting.”

Form 990, Page 6, Part VI, Line 7B

“The board of directors sets policies and supervises the business and affairs of the association; action by the members is required where the law or bylaws require authorization by the members.”

Form 990, Page 6, Part VI, Line 11B

“Governing members receive and review a copy of the return prior to filing. Any comments or changes are communicated to the chief executive officer and incorporated into the return before filing.”

Form 990, Page 6, Part VI, Line 12C

“If any officer or director has a conflict of interest with the association, he or she shall call such conflict to the attention of the board of directors. After indentifying the issue, matter or transaction to which a conflict exists, an officer or director shall withdraw from any further involvement in that issue, unless the board of directors determine the conflict is immaterial or not adverse to the association.”

Form 990, Page 6, Part VI, Line 15A

“The chief executive officer's compensation is negotiated by the president of the board of directors subject to the approval of the executive committee.”

Form 990, Page 6, Part VI, Line 15B

“Other key employees' compensation is negotiated by the chief executive officer.”

Form 990, Page 6, Part VI, Line 19

“The association's governing documents, conflict of interest policy and financial statements are available upon request and for inspection at the association's office.”

Filing and Contact Details

Filer

Filer Name
Heating Airconditioning &
EIN
03-0443301
Phone
6143454328
Address
445 HUTCHINSON AVE SUITE 550, COLUMBUS, OH 43235

Signing Officer

Name
Talbot Gee
Title
CEO
Phone
6143454328
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Talbot Gee
Formed
1949
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
16
Employees
16

Preparer

Firm
Mccurdy & Associates Inc
Address
4800 ROBERTS RD, COLUMBUS, OH 43228
Preparer
Robert D Mccurdy CPA
Phone
6149512298
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Other memeber services - provided by administrative staff. Members served include wholesaler organizations and manufacturers”

Financial Statement Notes

Schedule D, Page 3, Part X

“Costs incurred for lobbying activities are nondeductible expenses for the association. The association has elected to pay the proxy tax on costs associated with these lobbying activities to the extent they exceed the percentage of annual dues deemed non-deductible by the members. In general, the association's form 990, return of organization exempt from income tax and form 990-t, exempt organization business income tax return, are no longer subject to u.s. Federal income tax examinations by tax authorities for the years before 2014.”

Raw XML AppendixShowing 400 of 570 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0281214
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01091962
IRS990/AccountsReceivableGrp/BOYAmt0214927
IRS990/AccountsReceivableGrp/EOYAmt0199102
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TRADE ASSOCIATION - TO PROMOTE THE INTERESTS OF THE WHOLESALE HEATING, AIRCONDITIONING AND REFRIGERATION INDUSTRY BY UNDERTAKING SUCH PROGRAMS, SERVICES AND ACTIVITIES AS ARE LAWFUL AND CONSISTENT WITH ITS MISSION.
IRS990/AdvertisingGrp/ProgramServicesAmt052306
IRS990/AdvertisingGrp/TotalAmt052306
IRS990/AllOtherExpensesGrp/ProgramServicesAmt074630
IRS990/AllOtherExpensesGrp/TotalAmt074630
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0TALBOT GEE
IRS990/BooksInCareOfDetail/PhoneNum06143454328
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0445 HUTCHINSON AVE SUITE 550
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043235
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0367722
IRS990/CashNonInterestBearingGrp/EOYAmt0494968
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0324000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0324000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01693919
IRS990/ConferencesMeetingsGrp/TotalAmt01693919
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt026519
IRS990/CYOtherExpensesAmt02852783
IRS990/CYOtherRevenueAmt0-332
IRS990/CYProgramServiceRevenueAmt04621136
IRS990/CYRevenuesLessExpensesAmt0159212
IRS990/CYSalariesCompEmpBnftPaidAmt01635328
IRS990/CYTotalExpensesAmt04488111
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04647323
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt01187914
IRS990/DeferredRevenueGrp/EOYAmt01123470
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt075600
IRS990/DepreciationDepletionGrp/TotalAmt075600
IRS990/Desc0CONVENTION, CONFERENCES AND MEETINGS FOR MEMBERS PROVIDING EDUCATIONAL AND PROMOTIONAL SERVICES
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt016
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt09964
IRS990/FeesForServicesAccountingGrp/TotalAmt09964
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02338
IRS990/FeesForServicesLegalGrp/TotalAmt02338
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt067787
IRS990/FeesForServicesLobbyingGrp/TotalAmt067787
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1736479
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt184154
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt193956
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm1TROY MEACHUM
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIAN PEIRCE
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM BOUTETTE
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL MEIER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOSEPH FERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL SENTER
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRIS WARE
IRS990/Form990PartVIISectionAGrp/PersonNm8RHONDA WIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm9SCOTT LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHELLE SHEARER-RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm11ANDREW BARTON
IRS990/Form990PartVIISectionAGrp/PersonNm12RAY NEWSTEAD
IRS990/Form990PartVIISectionAGrp/PersonNm13MONTE SALSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14JEFF CHERIF
IRS990/Form990PartVIISectionAGrp/PersonNm15LARRY GOLEN
IRS990/Form990PartVIISectionAGrp/PersonNm16STEVE CARBONI
IRS990/Form990PartVIISectionAGrp/PersonNm17TALBOT GEE
IRS990/Form990PartVIISectionAGrp/PersonNm18EMILY SAVING
IRS990/Form990PartVIISectionAGrp/PersonNm19JONATHAN MELCHI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17315633
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18138451
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19135303
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-EL
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIR - NORTHE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIR - MID AT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIR - SOUTHE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIR - GREAT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIR - CENTRA
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIR - SOUTHW
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIR - WESTER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIR - CANADI
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIR - AT LAR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SUPPLIER ADV
IRS990/Form990PartVIISectionAGrp/TitleTxt15SUPPLIER ADV
IRS990/Form990PartVIISectionAGrp/TitleTxt16MFR. REP. AD
IRS990/Form990PartVIISectionAGrp/TitleTxt17CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE VI
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP, GOVT & E
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-12292
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04659615
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt070723
IRS990/InformationTechnologyGrp/TotalAmt070723
IRS990/InsuranceGrp/ProgramServicesAmt011392
IRS990/InsuranceGrp/TotalAmt011392
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt038811
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038811
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01174762
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01640965
IRS990/IRPDocumentCnt034
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0146707
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0198411
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0122810
IRS990/LandBldgEquipCostOrOtherBssAmt0269517
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012292
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TRADE ASSOCIATION - TO PROMOTE THE INTERESTS OF THE WHOLESALE HEATING, AIRCONDITIONING AND REFRIGERATION INDUSTRY BY UNDERTAKING SUCH PROGRAMS, SERVICES AND ACTIVITIES AS ARE LAWFUL AND CONSISTENT WITH ITS MISSION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01630137
IRS990/NetAssetsOrFundBalancesEOYAmt01982189
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-12292
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-12292
IRS990/NetUnrelatedBusTxblIncmAmt0-14281
IRS990/NetUnrlzdGainsLossesInvstAmt0192840
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0117496
IRS990/OccupancyGrp/TotalAmt0117496
IRS990/OfficeExpensesGrp/ProgramServicesAmt031409
IRS990/OfficeExpensesGrp/TotalAmt031409
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01353
IRS990/OtherAssetsTotalGrp/EOYAmt018389
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0196716
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0196716
IRS990/OtherExpensesGrp/Desc0BENCHMARKING
IRS990/OtherExpensesGrp/Desc1EDUCATION & TRAINING
IRS990/OtherExpensesGrp/Desc2GOVERNMENT RELATIONS
IRS990/OtherExpensesGrp/Desc3BANK & CREDIT CARD FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0162778
IRS990/OtherExpensesGrp/ProgramServicesAmt1161466
IRS990/OtherExpensesGrp/ProgramServicesAmt289920
IRS990/OtherExpensesGrp/ProgramServicesAmt383743
IRS990/OtherExpensesGrp/TotalAmt0162778
IRS990/OtherExpensesGrp/TotalAmt1161466
IRS990/OtherExpensesGrp/TotalAmt289920
IRS990/OtherExpensesGrp/TotalAmt383743
IRS990/OtherLiabilitiesGrp/BOYAmt040357
IRS990/OtherLiabilitiesGrp/EOYAmt025459
IRS990/OtherRevenueMiscGrp/BusinessCd0525990
IRS990/OtherRevenueMiscGrp/Desc0K-1 FROM LLC - 53% OWNER
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-332
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-332
IRS990/OtherRevenueTotalAmt0-332
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0989915
IRS990/OtherSalariesAndWagesGrp/TotalAmt0989915
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt082639
IRS990/PayrollTaxesGrp/TotalAmt082639
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt042058
IRS990/PensionPlanContributionsGrp/TotalAmt042058
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0230544
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0257824
IRS990/PrincipalOfficerNm0TALBOT GEE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/BusinessCd3519100
IRS990/ProgramServiceRevenueGrp/BusinessCd4511120
IRS990/ProgramServiceRevenueGrp/Desc0CONVENTION & BUSINESS CONFER
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER DUES
IRS990/ProgramServiceRevenueGrp/Desc2EDUCATION & TRAINING COURSES
IRS990/ProgramServiceRevenueGrp/Desc3BENCHMARKING
IRS990/ProgramServiceRevenueGrp/Desc4ADVOCACY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02589106
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11341836
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2303980
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3272003
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt461335
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02589106
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11341836
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2303980
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3272003
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt461335
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION & TRAINING SERVICES - PROVIDES CONTINUINING EDUCATION AND SELF STUDY COURSE FOR MEMBERS ALONG WITH RELATED ACCREDITATION.
IRS990/ProgSrvcAccomActy3Grp/Desc0SPECIAL PROJECTS - INCLUDED STATISTICAL SURVEY ANALYSIS, SALES FORECASTING, AND INVENTORY MANAGEMENT PROGRAMS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER MEMEBER SERVICES - PROVIDED BY ADMINISTRATIVE STAFF. MEMBERS SERVED INCLUDE WHOLESALER ORGANIZATIONS AND MANUFACTURERS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt04488111
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt085153
IRS990/PYOtherExpensesAmt02570980
IRS990/PYOtherRevenueAmt0-22904
IRS990/PYProgramServiceRevenueAmt03995737
IRS990/PYRevenuesLessExpensesAmt033850
IRS990/PYSalariesCompEmpBnftPaidAmt01453156
IRS990/PYTotalExpensesAmt04024136
IRS990/PYTotalRevenueAmt04057986
IRS990/ReconcilationRevenueExpnssAmt0159212
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0951903
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01489022
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt080510
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/DuesAssessmentsAmt01341836
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt093374
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt093374
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt012864
IRS990ScheduleD/EquipmentGrp/BookValueAmt081922
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0104964
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0186886
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt040888
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05400
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt046288
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt036343
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt036343
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025459

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,223,080
Liabilities
$2,240,891
Net assets
$1,982,189
Revenue
$4,647,323
Expenses
$4,488,111
Net income
$159,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.70$2.70$7.00$8.69$8.00$0.69
2023Detailed filing. Detailed filing data is available for this year.$8.44$2.87$5.57$7.22$6.52$0.71
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$2.29$4.26$6.37$5.71$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$1.94$4.32$5.59$5.00$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$1.27$3.32$3.18$3.13$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$1.73$3.06$5.17$4.86$0.30
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$1.23$2.45$5.15$4.53$0.62
2017Detailed filing. Detailed filing data is available for this year.$4.22$2.24$1.98$4.65$4.49$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$1.51$1.63$4.06$4.02$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.57$1.58$3.78$3.50$0.28
2014Detailed filing. Detailed filing data is available for this year.$2.02$0.57$1.45$3.20$3.15$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.94$1.52$1.42$3.07$2.93$0.14
2012Summary only. Only limited summary data is available for this year.$2.09$0.99$1.10$2.29$2.45$0.16
2011Summary only. Only limited summary data is available for this year.$2.46$1.19$1.27$2.28$2.34$0.05