Civic Intelligence

Heating Piping & Refrigeration Training Fund

990 • Fiscal year 2019 • EIN 53-0238872

Sep 01, 2018 to Aug 31, 2019 • Filed on Mar 02, 2020

Organization ProfileN/A
8509 Ardwick Ardmore RoadLandover, MD 20785

(301) 333-2356

Siviq Scores

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

Liabilities / Assets

36th percentile

0.12x

Higher debt load relative to assets than 36% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.38x

Higher debt load relative to revenue than 57% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

34th percentile

$192,231

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

89th percentile

28%

Faster asset growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

22%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$33,197,553

Up $7,237,623 (+28%) from 2018

Net Assets

Up

$29,346,476

Up $4,821,124 (+20%) from 2018

Liabilities

Up

$3,851,077

Up $2,416,499 (+168%) from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin91st percentile

Revenue

Up

$10,036,252

Up $1,791,024 (+22%) from 2018

Expenses

Up

$5,116,416

Up $154,371 (+3.1%) from 2018

Net Income

Up

$4,919,836

Up $1,636,653 (+50%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$60M$40M$20M$0Assets 2011: $12,149,762Liabilities 2011: $2,431,170Net Assets 2011: $9,718,5922011Assets 2012: $14,896,017Liabilities 2012: $3,787,850Net Assets 2012: $11,108,1672012Assets 2013: $15,418,193Liabilities 2013: $2,830,881Net Assets 2013: $12,587,3122013Assets 2014: $17,034,091Liabilities 2014: $2,673,307Net Assets 2014: $14,360,7842014Assets 2015: $17,341,885Liabilities 2015: $2,552,925Net Assets 2015: $14,788,9602015Assets 2016: $18,773,027Liabilities 2016: $2,215,787Net Assets 2016: $16,557,2402016Assets 2017: $23,080,248Liabilities 2017: $2,259,369Net Assets 2017: $20,820,8792017Assets 2018: $25,959,930Liabilities 2018: $1,434,578Net Assets 2018: $24,525,3522018Assets 2019: $33,197,553Liabilities 2019: $3,851,077Net Assets 2019: $29,346,4762019Assets 2020: $34,978,683Liabilities 2020: $807,112Net Assets 2020: $34,171,5712020Assets 2021: $40,125,047Liabilities 2021: $150,010Net Assets 2021: $39,975,0372021Assets 2022: $43,256,129Liabilities 2022: $468,579Net Assets 2022: $42,787,5502022Assets 2023: $41,117,545Liabilities 2023: $980,716Net Assets 2023: $40,136,8292023Assets 2024: $48,238,133Liabilities 2024: $2,235,118Net Assets 2024: $46,003,0152024Assets 2025: $51,154,431Liabilities 2025: $3,404,017Net Assets 2025: $47,750,4142025

Highlighted filing

2019

Assets$33,197,553
Liabilities$3,851,077
Net Assets$29,346,476
Open 2019 Filing

Operations Trend

Revenue Growth82nd percentile

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

$20M$15M$10M$5.0M$0Revenue 2011: $4,897,238Expenses 2011: $3,680,325Net Income 2011: $1,216,9132011Revenue 2012: $5,230,580Expenses 2012: $3,868,157Net Income 2012: $1,362,4232012Revenue 2013: $4,861,003Expenses 2013: $3,619,400Net Income 2013: $1,241,6032013Revenue 2014: $5,288,853Expenses 2014: $3,869,240Net Income 2014: $1,419,6132014Revenue 2015: $5,433,470Expenses 2015: $4,043,208Net Income 2015: $1,390,2622015Revenue 2016: $6,271,678Expenses 2016: $4,579,432Net Income 2016: $1,692,2462016Revenue 2017: $8,897,518Expenses 2017: $5,023,005Net Income 2017: $3,874,5132017Revenue 2018: $8,245,228Expenses 2018: $4,962,045Net Income 2018: $3,283,1832018Revenue 2019: $10,036,252Expenses 2019: $5,116,416Net Income 2019: $4,919,8362019Revenue 2020: $10,691,645Expenses 2020: $6,894,423Net Income 2020: $3,797,2222020Revenue 2021: $11,368,274Expenses 2021: $7,184,939Net Income 2021: $4,183,3352021Revenue 2022: $12,123,226Expenses 2022: $8,549,130Net Income 2022: $3,574,0962022Revenue 2023: $11,693,815Expenses 2023: $8,415,706Net Income 2023: $3,278,1092023Revenue 2024: $13,299,126Expenses 2024: $9,852,227Net Income 2024: $3,446,8992024Revenue 2025: $17,225,395Expenses 2025: $10,764,118Net Income 2025: $6,461,2772025

Highlighted filing

2019

Revenue$10,036,252
Expenses$5,116,416
Net Income$4,919,836
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Mar 2, 2020
Return Version
2018v3.1
Gross Receipts
$14,698,948
Mission and Program Overview

Mission

The purpose of the fund is to provide, through contributions to a trust fund, education and training programs for apprentice and journeymen steamfitters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,915,992$15,188,348▲ $8,272,356
Investments in Publicly Traded Securities$6,229,801$11,210,672▲ $4,980,871
Savings and Temporary Cash Investments$7,479,599$1,060,777▼ $6,418,822
Accounts Receivable$897,238$978,046▲ $80,808
Prepaid Expenses and Deferred Charges$49,025$371,435▲ $322,410
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$25,959,930$33,197,553▲ $7,237,623
Other Assets Total$4,388,275$4,388,275→ $0
Liabilities
Accounts Payable and Accrued Expenses$164,724$3,033,397▲ $2,868,673
Mortgage Notes Payable Secured by Investment Property$1,269,854$817,680▼ $452,174
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,434,578$3,851,077▲ $2,416,499
Net Assets / Fund Balance
Unrestricted Net Assets$24,525,352$29,346,476▲ $4,821,124
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$24,525,352$29,346,476▲ $4,821,124
Total Liabilities and Net Assets / Fund Balance$25,959,930$33,197,553▲ $7,237,623

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,991,416$2,285,057$16,276,473
Equipment$823,725$1,565,814$2,389,539
Land$341,000-$341,000
Other Land Buildings$32,207$52,138$84,345
Other Assets Org$4,388,275--
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary MurdockTraining DirectorFT$115,295$76,936$192,231
Justin BatemanAsst. Train. Director (to 7/19)FT$111,602$76,140$187,742
James Balderson JrAssistant Traning DirectorFT$110,614$76,140$186,754
Ronald TaberInstructorFT$105,071$71,172$176,243
Daniel GloverTrustee-$930-$930

Board Members and Trustees

NameTitle
Daniel LovelessTrustee
Jerry TaylorTrustee
Leroy WatsonTrustee
Michael DentTrustee
Timothy Cornell SrTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Buch Construction INCConstruction11292 BUCH WAY, Laurel, MD 20723$984,419
Tech Air - Mid AtlanticConstructionPO BOX 225, Brattleboro, VT 05302-0225$349,592
Ds Pipe Supply Co INCConstruction1301 WICOMICO STREET, Baltimore, MD 21230$249,687
Revenue and Support

Revenue Composition

Contributions and Grants
$93,000
Program Service Revenue
$9,736,484
Investment Income
$145,527
Other Revenue
$61,241
All Other Contributions
$93,000
Change in Net Assets
$4,919,836
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,453,068
Salaries, Compensation, and Employee Benefits$1,663,348
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$495,718$206,071-$701,789
Occupancy$600,000--$600,000
Current Officers, Directors, Trustees, and Key Employees$568,680--$568,680
Depreciation Depletion$330,227$23,543-$353,770
Pension Plan Contributions$56,637$149,690-$206,327
All Other Expenses$117,948$61,838-$179,786
Conferences and Meetings$126,498--$126,498
Office Expenses$2,038$103,798-$105,836
Other Employee Benefits$28,319$74,920-$103,239
Fees for Services Accounting-$99,804-$99,804
Insurance-$99,263-$99,263
Payroll Taxes$66,831$16,482-$83,313
Other Expenses$71,699--$71,699
Fees for Service Investment Mgmnt Fees-$65,945-$65,945
Interest$48,886--$48,886
Advertising$39,334--$39,334
Fees for Services Legal-$12,010-$12,010
Total Functional Expenses$4,203,052$913,364$0$5,116,416
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Caladonia De LeonSpouse of Gary Murdock (key Employee)COMPENSATION + BENEFITS PAIDNo$134,475

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 8A

“The final copy of the form 990, which is prepared by an independent cpa, is provided to the governing body of the organization prior to filing with the irs.”

Form 990, Part VI, Line 15A

“The governing body determines the compensation of the organization's training director and assistant directors on an annual basis by reviewing available information of similar ogranizations.”

Form 990, Part VI, Line 19

“The organization considers all requests for governing documents and financial information.”

Filing and Contact Details

Filer

Filer Name
Heating Piping & Refrigeration Training Fund
EIN
53-0238872
In Care Of
% HPR TRAINING FUND
Phone
3013332356
Address
8509 ARDWICK ARDMORE ROAD, LANDOVER, MD 20785

Signing Officer

Name
Daniel Loveless
Title
Trustee
Phone
3013332356
Signed
2020-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Loveless
Formed
1955
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
78

Preparer

Firm
Sarfino and Rhoades Llp
Address
11921 ROCKVILLE PIKE SUITE 501, NORTH BETHESDA, MD 20852-2794
Preparer
Brian W Dow CPA
Phone
3017705500
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,197,553
Liabilities
$3,851,077
Net assets
$29,346,476
Revenue
$10,036,252
Expenses
$5,116,416
Net income
$4,919,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$51.2$3.40$47.8$17.2$10.8$6.46
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.2$2.24$46.0$13.3$9.85$3.45
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$0.98$40.1$11.7$8.42$3.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.3$0.47$42.8$12.1$8.55$3.57
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.1$0.15$40.0$11.4$7.18$4.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.0$0.81$34.2$10.7$6.89$3.80
2019Detailed filing. Detailed filing data is available for this year.$33.2$3.85$29.3$10.0$5.12$4.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$1.43$24.5$8.25$4.96$3.28
2017Summary only. Only limited summary data is available for this year.$23.1$2.26$20.8$8.90$5.02$3.87
2016Summary only. Only limited summary data is available for this year.$18.8$2.22$16.6$6.27$4.58$1.69
2015Summary only. Only limited summary data is available for this year.$17.3$2.55$14.8$5.43$4.04$1.39
2014Summary only. Only limited summary data is available for this year.$17.0$2.67$14.4$5.29$3.87$1.42
2013Summary only. Only limited summary data is available for this year.$15.4$2.83$12.6$4.86$3.62$1.24
2012Summary only. Only limited summary data is available for this year.$14.9$3.79$11.1$5.23$3.87$1.36
2011Summary only. Only limited summary data is available for this year.$12.1$2.43$9.72$4.90$3.68$1.22