Civic Intelligence

New Horizons Foundations-A Sheet Metal Industry Initiative

990 • Fiscal year 2020 • EIN 41-1998303

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

Organization ProfileWWW.NEWHORIZONSFOUNDATION.ORG
PO Box 222784Chantilly, VA 20153-2784

(703) 222-9001

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

98th percentile

$577,617

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 304.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

57th percentile

9.0%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-3.6%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$4,972,773

Up $408,561 (+9.0%) from 2019

Net Assets

Up

$4,972,773

Up $408,561 (+9.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin16th percentile

Revenue

Down

$189,757

Down $7,143 (-3.6%) from 2019

Expenses

Down

$227,253

Down $94,559 (-29%) from 2019

Net Income

Up

-$37,496

Up $87,416 (+70%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,106,996Liabilities 2010: $5,620Net Assets 2010: $3,101,3762010Assets 2011: $2,948,961Liabilities 2011: $7,957Net Assets 2011: $2,941,0042011Assets 2012: $2,989,960Liabilities 2012: $2,548Net Assets 2012: $2,987,4122012Assets 2013: $3,289,923Liabilities 2013: $0Net Assets 2013: $3,289,9232013Assets 2014: $3,617,184Liabilities 2014: $9,200Net Assets 2014: $3,607,9842014Assets 2015: $3,432,866Liabilities 2015: $2,063Net Assets 2015: $3,430,8032015Assets 2016: $3,713,351Liabilities 2016: $6,018Net Assets 2016: $3,707,3332016Assets 2017: $4,241,183Liabilities 2017: $3,521Net Assets 2017: $4,237,6622017Assets 2018: $4,068,219Liabilities 2018: $0Net Assets 2018: $4,068,2192018Assets 2019: $4,564,212Liabilities 2019: $0Net Assets 2019: $4,564,2122019Assets 2020: $4,972,773Liabilities 2020: $0Net Assets 2020: $4,972,7732020Assets 2021: $5,594,199Liabilities 2021: $0Net Assets 2021: $5,594,1992021Assets 2022: $4,793,801Liabilities 2022: $18,093Net Assets 2022: $4,775,7082022Assets 2023: $5,400,204Liabilities 2023: $21,071Net Assets 2023: $5,379,1332023Assets 2024: $6,034,199Liabilities 2024: $163,132Net Assets 2024: $5,871,0672024

Highlighted filing

2020

Assets$4,972,773
Liabilities$0
Net Assets$4,972,773
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $400,1922010Expenses 2011: $251,5632011Expenses 2012: $163,8912012Revenue 2013: $81,670Expenses 2013: $177,326Net Income 2013: -$95,6562013Revenue 2014: $310,872Expenses 2014: $188,667Net Income 2014: $122,2052014Revenue 2015: $97,196Expenses 2015: $249,209Net Income 2015: -$152,0132015Revenue 2016: $471,589Expenses 2016: $381,696Net Income 2016: $89,8932016Revenue 2017: $254,442Expenses 2017: $102,583Net Income 2017: $151,8592017Revenue 2018: $227,019Expenses 2018: $211,097Net Income 2018: $15,9222018Revenue 2019: $196,900Expenses 2019: $321,812Net Income 2019: -$124,9122019Revenue 2020: $189,757Expenses 2020: $227,253Net Income 2020: -$37,4962020Revenue 2021: $248,223Expenses 2021: $280,839Net Income 2021: -$32,6162021Revenue 2022: $254,709Expenses 2022: $233,689Net Income 2022: $21,0202022Revenue 2023: $455,931Expenses 2023: $278,270Net Income 2023: $177,6612023Revenue 2024: $250,660Expenses 2024: $161,900Net Income 2024: $88,7602024

Highlighted filing

2020

Revenue$189,757
Expenses$227,253
Net Income-$37,496
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.1
Gross Receipts
$189,757
Mission and Program Overview

Mission

The foundation's purpose is to provide research that will give hvac and sheet metal contractors a competitive edge.

To provide research that will give hvac and sheet metal contractors a competitive edge.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,046,992$4,309,142▲ $1,262,150
Pledges and Grants Receivable$393,367$348,172▼ $45,195
Savings and Temporary Cash Investments$1,022,169$249,618▼ $772,551
Cash and Non-Interest-Bearing Accounts$88,464$60,770▼ $27,694
Prepaid Expenses and Deferred Charges$1,360$4,933▲ $3,573
Accounts Receivable$11,860$138▼ $11,722
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$4,564,212$4,972,773▲ $408,561
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,170,845$4,624,601▲ $453,756
Net Assets With Donor Restrictions$393,367$348,172▼ $45,195
Total Net Assets Fund Balance$4,564,212$4,972,773▲ $408,561
Total Liabilities and Net Assets / Fund Balance$4,564,212$4,972,773▲ $408,561

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$4,554$4,554
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Nathan DillsDirector$13,928$13,928
Angela SimonVice Chairman$7,833$7,833
Anthony KocurekDirector$2,216$2,216
Albert LabellaDirector$1,604$1,604
Carol DuncanDirector$252$252

Board Members and Trustees

NameTitle
Guy M GastChairman
Ron RodgersChairman Emeritus
Vincent R SanduskyDirector
Thomas J SolesExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$128,707
Program Service Revenue
$1,731
Investment Income
$59,319
Other Revenue
$0
All Other Contributions
$128,707
Change in Net Assets
$-37,496

Audited Revenue Reconciliation

Revenue per Audited Statements
$189,757
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$498,557
Total Revenue per Audited Statements
$688,314
Total Revenue per Form 990
$189,757
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$227,253
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$179,998--$179,998
Fees for Services Accounting-$16,853-$16,853
Travel-$4,515-$4,515
Information Technology-$3,366-$3,366
Insurance$1,649--$1,649
Office Expenses$965--$965
Conferences and Meetings$359--$359
Other Expenses$48$2,485-$48
Total Functional Expenses$200,034$27,219$0$227,253

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$279,753
Expenses per Audited Statements$227,253
Total Expenses per Form 990$227,253
Expenses Not Reported on Form 990$52,500
Expenses Not Reported on Financial Statements$0
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“New directors may be apppointed by the executive committee of the foundation.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent accounting firm and a draft is sent electronically to the board of directors of the foundation for review. The board previously had been notified of this procedure and the board members are given 10 days in which to examine the form 990 and communicate with the controller of the foundation in the event any director has any questions or comments. At the request of any director, or if there are questions or comments that cannot be adequately and fully addressed, the controller will arrange a conference call for all directors to discuss the form 990 and whether or not revisions are needed before it is finalized.”

Form 990, Part VI, Section C, Line 19

“The foundation's conflict of interest policy, document retention policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
New Horizons Foundation - a Sheet
EIN
41-1998303
Phone
7032229001
Address
PO BOX 222784, CHANTILLY, VA 20153-2784

Signing Officer

Name
Thomas J Soles
Title
Executive Director
Phone
7032229001
Signed
2021-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas J Soles
Formed
2001
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
801 CHERRY ST SUITE 1400, FORT WORTH, TX 76102
Preparer
Michaela J Cromar CPA
Phone
8178775000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultant fees - tools & management systems: program service expenses 10,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,000. Consultant fees - addressing diversity labor shortage: program service expenses 5,191. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,191. Consultant fees - field leaders: program service expenses 64,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 64,000. Consultant fees - assessment of top performing personnel: program service expenses 9,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,000. Consultant fees - covid productivity project: program service expenses 80,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 80,000. Consultant fees - project close out best practices: program service expenses 11,807. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,807.”

FORM 990, PART XI, LINE 9:

“Bad debt expense -12,500.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from the payment of income taxes on its exempt activities under section 501(c)(3) of the internal revenue code, and has been designated by the internal revenue service as a "publicy supported organization under section 509(a)(1) of the code. During 2020, the foundation had no unrelated business income. Therefore, no provision for income taxes has been accrued in these financial statements.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“BAD DEBT EXPENSE 12,500.”

Raw XML AppendixShowing 400 of 495 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.

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IRS990/OtherExpensesGrp/ProgramServicesAmt07515
IRS990/OtherExpensesGrp/ProgramServicesAmt19500
IRS990/OtherExpensesGrp/ProgramServicesAmt248
IRS990/OtherExpensesGrp/TotalAmt010000
IRS990/OtherExpensesGrp/TotalAmt19500
IRS990/OtherExpensesGrp/TotalAmt248
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0393367
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0348172
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01360
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04933
IRS990/PrincipalOfficerNm0THOMAS J SOLES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0PUBLICATION SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01731
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01731
IRS990/ProgSrvcAccomActy2Grp/Desc0FIELD LEADERS -THIS WHITE PAPER IS THE CULMINATION OF RESEARCH LISTENING TO LEADERS ACROSS VARIOUS POSITIONS, DIVERSE COMPANIES, AND VARIED GEOGRAPHIES, AS WE SEARCHED FOR THE INDUSTRY'S BEST PRACTICES FOR ACCELERATING FIELD LEADERS' DEVELOPMENT TO SOLVE FOR THE SUCCESSION CHALLENGES IN THE FIELD. PERHAPS NOT SURPRISINGLY, THE FOUNDATION FOUND THAT THERE IS NO "SILVER BULLET" FOR DEVELOPING FIELD LEADERS TO ADDRESS THE URGENT SUCCESSION ISSUE IN THE FIELD. MANY COMPANIES THAT WERE INTERVIEWED LEVERAGED ONE OR MORE OF THE BEST PRACTICES THAT THE FOUNDATION OUTLINE IN THIS PAPER, BUT VERY FEW DEMONSTRATED ALL THESE BEST PRACTICES CONSISTENTLY AND INTENTIONALLY. (CONT. ON SCHEDULE O)THOSE WHO INTENTIONALLY LEVERAGED THESE BEST PRACTICES, HOWEVER, CREATED A CULTURE OF DEVELOPING FIELD LEADERS AND HAVE TURNED IT INTO A COMPETITIVE ADVANTAGE. THE WHITE PAPER WAS PRESENTED IN A WEBINAR DURING THE EDGE CONFERENCE AND IS ALSO AVAILABLE TO THE PUBLIC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt069247
IRS990/ProgSrvcAccomActy3Grp/Desc0PROJECT CLOSE-OUT BEST PRACTICES -SUCCESSFUL PROJECT CLOSEOUT REQUIRES CLEAR PROCESSES, COMMUNICATION, AND DOCUMENTATION. FOR BUSINESS EFFICIENCY, CLOSE-OUT PROCESSES CAN EITHER MAKE OR BREAK THE PROJECT, ESPECIALLY IN TERMS OF PROFIT MARGINS. THERE IS A DIRECT RELATIONSHIP BETWEEN THE OVERALL SUCCESS OF THE COMPANY AND THEIR CAPABILITY TO EFFICIENTLY CLOSE-OUT A PROJECT. TYPICALLY, PROJECT CLOSE-OUT TENDS TO BE A COMPANY-SPECIFIC OPERATION AND A STUDY THAT HOLISTICALLY LOOKS AT DIFFERENT APPROACHES IN THE INDUSTRY UTILIZED BY DIFFERENT COMPANIES IS NEEDED TO IDENTIFY BEST PRACTICES THAT CAN HELP COMPANY'S IMPROVE OPERATIONAL EFFICIENCY DURING PROJECT CLOSE-OUT. EXISTING LITERATURE SUGGESTS NO SUCH STUDIES HAVE BEEN CONDUCTED. (CONT. ON SCHEDULE O)THIS STUDY IS CURRENTLY IN PROCESS AND IS EXPECTED TO BE COMPLETED AND PUBLISHED IN THE 3RD QUARTER OF 2021.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt012463
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt030287
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01731
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0121153
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt075534
IRS990/PYOtherExpensesAmt0321812
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0213
IRS990/PYRevenuesLessExpensesAmt0-124912
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0321812
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0196900
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-37496
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01022169
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0249618
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0128707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0121153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0167000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0193486
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0424843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01035189
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt059319
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt075534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt065002
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt052550
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt046246
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0298651
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05867
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.42270
IRS990ScheduleA/PublicSupportPY170Pct00.39640
IRS990ScheduleA/PublicSupportTotal170Amt0563868
IRS990ScheduleA/SubstantialContributorsTotAmt0471321
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0128707
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0121153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0167000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0193486
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0424843
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01035189
IRS990ScheduleA/TotalSupportAmt01333840
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt040000
IRS990ScheduleD/DonatedServicesUseFcltsAmt040000
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04554
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04554
IRS990ScheduleD/ExpensesNotReportedAmt052500
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0227253
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0458557
IRS990ScheduleD/OtherExpensesIncludedAmt012500
IRS990ScheduleD/RevenueNotReportedAmt0498557
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0189757
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND HAS BEEN DESIGNATED BY THE INTERNAL REVENUE SERVICE AS A "PUBLICY SUPPORTED ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE. DURING 2020, THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN ACCRUED IN THESE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BAD DEBT EXPENSE 12,500.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0227253
IRS990ScheduleD/TotalRevenuePerForm990Amt0189757
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0688314
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0279753
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0500349
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1261869
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt048875
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt126744
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt028393
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt120823
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0VINCENT R SANDUSKY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1THOMAS J SOLES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0577617
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1309436
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0VINCENT R. SANDUSKY, ONE OF THE FOUNDATION'S DIRECTORS, PARTICIPATES IN A SECTION 457(B) DEFERRED COMPENSATION PLAN MAINTAINED BY A RELATED ORGANIZATION.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S EXECUTIVE DIRECTOR (THOMAS J. SOLES) RECEIVES COMPENSATION FROM A RELATED ORGANIZATION. THIS RELATED ORGANIZATION ESTABLISHES THE EXECUTIVE DIRECTOR'S COMPENSATION BASED ON A COMPENSATION SURVEY OR STUDY THAT IS DELIBERATED AND APPROVED BY THE RELATED ORGANIZATION'S COMPENSATION COMMITTEE. THE APPROVED COMPENSATION IS INDICATED ON A WRITTEN EMPLOYMENT CONTRACT SIGNED BY THE EXECUTIVE DIRECTOR.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NEW DIRECTORS MAY BE APPPOINTED BY THE EXECUTIVE COMMITTEE OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND A DRAFT IS SENT ELECTRONICALLY TO THE BOARD OF DIRECTORS OF THE FOUNDATION FOR REVIEW. THE BOARD PREVIOUSLY HAD BEEN NOTIFIED OF THIS PROCEDURE AND THE BOARD MEMBERS ARE GIVEN 10 DAYS IN WHICH TO EXAMINE THE FORM 990 AND COMMUNICATE WITH THE CONTROLLER OF THE FOUNDATION IN THE EVENT ANY DIRECTOR HAS ANY QUESTIONS OR COMMENTS. AT THE REQUEST OF ANY DIRECTOR, OR IF THERE ARE QUESTIONS OR COMMENTS THAT CANNOT BE ADEQUATELY AND FULLY ADDRESSED, THE CONTROLLER WILL ARRANGE A CONFERENCE CALL FOR ALL DIRECTORS TO DISCUSS THE FORM 990 AND WHETHER OR NOT REVISIONS ARE NEEDED BEFORE IT IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION'S CONFLICT OF INTEREST POLICY, DOCUMENT RETENTION POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTANT FEES - TOOLS & MANAGEMENT SYSTEMS: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. CONSULTANT FEES - ADDRESSING DIVERSITY LABOR SHORTAGE: PROGRAM SERVICE EXPENSES 5,191. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,191. CONSULTANT FEES - FIELD LEADERS: PROGRAM SERVICE EXPENSES 64,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,000. CONSULTANT FEES - ASSESSMENT OF TOP PERFORMING PERSONNEL: PROGRAM SERVICE EXPENSES 9,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,000. CONSULTANT FEES - COVID PRODUCTIVITY PROJECT: PROGRAM SERVICE EXPENSES 80,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,000. CONSULTANT FEES - PROJECT CLOSE OUT BEST PRACTICES: PROGRAM SERVICE EXPENSES 11,807. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,807.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BAD DEBT EXPENSE -12,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL AND AIR CONDITIONING CONTRACTOR'S NATIONAL ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362099048
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADVANCE SHEET METAL INDUSTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04201 LAFAYETTE CENTER DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHANTILLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020151
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,972,773
Liabilities
$0
Net assets
$4,972,773
Revenue
$189,757
Expenses
$227,253
Net income
-$37,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.03$0.16$5.87$0.25$0.16$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.02$5.38$0.46$0.28$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$0.02$4.78$0.25$0.23$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.59$0.00$5.59$0.25$0.28$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.19$0.23$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.00$4.56$0.20$0.32$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.00$4.07$0.23$0.21$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$4.24$0.25$0.10$0.15
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.01$3.71$0.47$0.38$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.10$0.25$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.62$0.01$3.61$0.31$0.19$0.12
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.08$0.18$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.00$2.99$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.01$2.94$0.25
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.01$3.10$0.40