Civic Intelligence

Plumbing-Heating-Cooling Contractors-

EIN 54-1396371 • 501(c)3 • Falls Church, VA

Profile

The plumbing-heating-cooling contractors national association educational foundation engages in workforce development, management education, and technical training activities for the growth and career success of those employed in the plumbing and hvacr industry.

180 S Washington Street Suite 100Falls Church, VA 22046

www.foundation.phccweb.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.06x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

79th percentile

28%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$284,521

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$19,959,534

Up $1,885,627 (+10%) from 2023

Liabilities

Up

$172,069

Up $6,949 (+4.2%) from 2023

Net Assets

Up

$19,787,465

Up $1,878,678 (+10%) from 2023

Revenue

Up

$3,111,094

Up $714,117 (+30%) from 2023

Expenses

Up

$2,253,385

Up $557,428 (+33%) from 2023

Net Income

Up

$857,709

Up $156,689 (+22%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $9,162,840Liabilities 2010: $128,250Net Assets 2010: $9,034,5902010Assets 2011: $8,793,941Liabilities 2011: $140,576Net Assets 2011: $8,653,3652011Assets 2012: $9,473,597Liabilities 2012: $211,884Net Assets 2012: $9,261,7132012Assets 2013: $10,137,971Liabilities 2013: $140,981Net Assets 2013: $9,996,9902013Assets 2014: $11,234,070Liabilities 2014: $139,931Net Assets 2014: $11,094,1392014Assets 2015: $11,040,285Liabilities 2015: $173,134Net Assets 2015: $10,867,1512015Assets 2016: $10,808,420Liabilities 2016: $313,082Net Assets 2016: $10,495,3382016Assets 2017: $11,827,118Liabilities 2017: $247,856Net Assets 2017: $11,579,2622017Assets 2018: $12,594,276Liabilities 2018: $258,927Net Assets 2018: $12,335,3492018Assets 2019: $12,885,597Liabilities 2019: $260,412Net Assets 2019: $12,625,1852019Assets 2020: $13,501,130Liabilities 2020: $435,077Net Assets 2020: $13,066,0532020Assets 2021: $17,805,180Liabilities 2021: $353,769Net Assets 2021: $17,451,4112021Assets 2022: $15,619,509Liabilities 2022: $155,241Net Assets 2022: $15,464,2682022Assets 2023: $18,073,907Liabilities 2023: $165,120Net Assets 2023: $17,908,7872023Assets 2024: $19,959,534Liabilities 2024: $172,069Net Assets 2024: $19,787,4652024

Highlighted filing

2024

Assets$19,959,534
Liabilities$172,069
Net Assets$19,787,465

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $723,5132010Revenue 2011: $979,947Expenses 2011: $790,934Net Income 2011: $189,0132011Revenue 2012: $552,628Expenses 2012: $389,761Net Income 2012: $162,8672012Expenses 2013: $942,1672013Revenue 2014: $1,180,093Expenses 2014: $936,458Net Income 2014: $243,6352014Revenue 2015: $1,320,956Expenses 2015: $1,005,310Net Income 2015: $315,6462015Revenue 2016: $1,248,178Expenses 2016: $1,101,825Net Income 2016: $146,3532016Revenue 2017: $1,113,805Expenses 2017: $1,176,239Net Income 2017: -$62,4342017Revenue 2018: $1,976,651Expenses 2018: $1,416,702Net Income 2018: $559,9492018Revenue 2019: $2,096,867Expenses 2019: $1,535,037Net Income 2019: $561,8302019Revenue 2020: $1,537,550Expenses 2020: $1,240,719Net Income 2020: $296,8312020Revenue 2021: $1,917,827Expenses 2021: $1,190,320Net Income 2021: $727,5072021Revenue 2022: $1,813,032Expenses 2022: $1,156,708Net Income 2022: $656,3242022Revenue 2023: $2,396,977Expenses 2023: $1,695,957Net Income 2023: $701,0202023Revenue 2024: $3,111,094Expenses 2024: $2,253,385Net Income 2024: $857,7092024

Highlighted filing

2024

Revenue$3,111,094
Expenses$2,253,385
Net Income$857,709

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$0.17$19.8$3.11$2.25$0.86
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$0.17$17.9$2.40$1.70$0.70
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$0.16$15.5$1.81$1.16$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.35$17.5$1.92$1.19$0.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.44$13.1$1.54$1.24$0.30
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.26$12.6$2.10$1.54$0.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.26$12.3$1.98$1.42$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.25$11.6$1.11$1.18$0.06
2016Detailed filing. Detailed filing data is available for this year.$10.8$0.31$10.5$1.25$1.10$0.15
2015Detailed filing. Detailed filing data is available for this year.$11.0$0.17$10.9$1.32$1.01$0.32
2014Detailed filing. Detailed filing data is available for this year.$11.2$0.14$11.1$1.18$0.94$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.14$10.00$0.94
2012Summary only. Only limited summary data is available for this year.$9.47$0.21$9.26$0.55$0.39$0.16
2011Summary only. Only limited summary data is available for this year.$8.79$0.14$8.65$0.98$0.79$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.16$0.13$9.03$0.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$3,111,094
Mission and Program Overview

Mission

The phcc educational foundation provides innovative educational programming to enhance the growth and success of the plumbing and hvacr industry workforce.

Phcc educational foundation provides innovative educational programming to enhance the growth and success of the plumbing and hvacr industry workforce.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,840,526$18,830,933▲ $1,990,407
Prepaid Expenses and Deferred Charges$398,051$776,923▲ $378,872
Savings and Temporary Cash Investments$538,990$205,689▼ $333,301
Cash and Non-Interest-Bearing Accounts$151,852$0▼ $151,852
Accounts Receivable$41,567$71,662▲ $30,095
Pledges and Grants Receivable$72,600$71,117▼ $1,483
Land, Buildings, and Equipment, Net$4,280$3,210▼ $1,070
Total Assets$18,073,907$19,959,534▲ $1,885,627
Other Assets Total$26,041$0▼ $26,041
Liabilities
Accounts Payable and Accrued Expenses$112,051$85,494▼ $26,557
Deferred Revenue$53,069$49,090▼ $3,979
Other Liabilities$0$37,485▲ $37,485
Total Liabilities$165,120$172,069▲ $6,949
Net Assets / Fund Balance
Net Assets With Donor Restrictions$12,444,604$13,776,788▲ $1,332,184
Net Assets Without Donor Restrictions$5,464,183$6,010,677▲ $546,494
Total Net Assets Fund Balance$17,908,787$19,787,465▲ $1,878,678
Total Liabilities and Net Assets / Fund Balance$18,073,907$19,959,534▲ $1,885,627

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,210$1,070$4,280

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$12,263,342$12,322▲ $1,673,696$359,335$13,590,025
2023$11,149,155$17,146▲ $1,751,461$654,420$12,263,342
2022$10,941,847$27,519▲ $205,564$25,775$11,149,155
2021$13,552,790$5,037▼ $2,005,821$610,159$10,941,847
2020$10,427,595$47,942▲ $3,394,094$316,841$13,552,790
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan QuinonezExecutive DirectorFT$165,997$19,990$185,987
Angela CollinsChief Learning OfficerFT$136,571$12,402$148,973
John ZinkVP, DevelopmentFT$123,424$18,972$142,396
Joe CornettaBoard Member (to 10/2024)--$7,200$7,200
Dan CalliesPhcc President--$3,600$3,600
Jason PritchardPhcc President-elect--$2,400$2,400

Board Members and Trustees

NameTitle
Patrick WallnerChairman
Kevin TindallChairman (to 10/2024)
Steve RiversVice Chair
Ken SmithPhcc Vice President
Brent McdiarmidBoard Member
Larry ShoemakerBoard Member
Ray JonesBoard Member
Darrell FullerBoard Member (to 10/2024)
Dave FrameBoard Member (to 10/2024)
Elisabeth SuttonBoard Member (to 10/2024)
Jan BrayBoard Member (to 10/2024)
Kathy TindallBoard Member (to 10/2024)
Keith BienvenuBoard Member (to 10/2024)
Laura Ciriello-benedictBoard Member (to 10/2024)
Cindy SheridanPhcc CEO
Tyler ArndtPhcc Secretary-treasurer
Crystal CarterRep - Apprentice Adv. Council
Nicole UrizzoRep - Assoc. Exec. Council
Randy RobertsRep - Manufacturer
Hunter BottoREP - PHCC NAT'L AUXILIARY
Brandon HudsonRep - Professional Educator
Jonathan MoyerSecretary-treasurer
Michael AhearnVP, Finance Phcc

Highest Paid Contractors

ContractorServicesLocationCompensation
Designed Elearning SolutionsLearning Mgmt System95 DRY RUN CIRCLE, Batesville, AR 72501$408,063
Revenue and Support

Revenue Composition

Contributions and Grants
$478,329
Program Service Revenue
$1,555,821
Investment Income
$969,435
Other Revenue
$107,509
All Other Contributions
$472,329
Change in Net Assets
$857,709

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table13$165,202Donor Estimates
Total Noncash Contributions13$165,202-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,569,781
Salaries, Compensation, and Employee Benefits$564,602
Grants and Similar Amounts Paid$119,002
Total Fundraising Expense$57,291
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$371,627$5,552$2,400$379,579
Other Salaries and Wages$106,964$167,617$32,713$307,294
Current Officers, Directors, Trustees, and Key Employees$122,751$55,797$7,439$185,987
Conferences and Meetings$126,114$37,357-$163,471
Travel$134,891$13,804$1,258$149,953
Advertising$132,681--$132,681
Information Technology$123,166$4,278-$127,444
Grants to Domestic Individuals$117,401--$117,401
Office Expenses$66,645$14,859$438$81,942
Fees for Service Investment Mgmnt Fees-$73,268-$73,268
Payroll Taxes$17,473$16,360$2,703$36,536
Fees for Services Accounting-$29,484-$29,484
Fees for Services Legal-$21,004$2,170$23,174
Other Employee Benefits$8,895$11,080$2,140$22,115
Pension Plan Contributions$4,771$6,702$1,197$12,670
Other Expenses$6,964$4,278$400$11,642
All Other Expenses$879$5,684$1,599$8,162
Grants to Domestic Orgs$1,601--$1,601
Depreciation Depletion$1,070--$1,070
Occupancy-$25-$25
Total Functional Expenses$1,602,526$593,568$57,291$2,253,385
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related$37,485
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Kevin tindall, kathy tindall: family relationship

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

The executive committee and foundation chairperson will review irs form 990 after it is filed.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy requires board members to inform the foundation chairperson and chief operating officer when they could have a conflict of interest. The board would also have to annually report all conflicts of interest to the chairperson. The policy requires board members to remove themselves from conversations and votes on topics with which they may have a conflict of interest.

Form 990, Part VI, Section B, Line 15

An annual review is conducted in executive session with the executive/compesnation committee of the educational foundation. The final determination of any bonus is communicated in writing by the chairman. The executive committee will make its determination of the compensation offer to the chief operations officer based on the totality of information gathered in the performance evaluation and compensation review process.

Form 990, Part VI, Section C, Line 19

Phcc national association educational foundation makes its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Plumbing-heating-cooling Contractors-
EIN
54-1396371
Phone
7032378100
Address
180 S WASHINGTON STREET SUITE 100, FALLS CHURCH, VA 22046

Signing Officer

Name
Michael Ahearn
Title
VP, Finance & Administration
Phone
7032378100
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Quinonez
Formed
1987
Legal Domicile
Dc
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
25

Preparer

Firm
Cbiz Advisors LLC
Address
1899 L STREET NW 850, WASHINGTON, DC 20036
Preparer
Frank Smith
Phone
2022274000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consultants: program service expenses 371,627. Management and general expenses 5,552. Fundraising expenses 2,400. Total expenses 379,579.

Financial Statement Notes

PART V, LINE 4:

The organization's permanently restricted net assets consist of an endowment established to fund the foundation's programs. The interest, dividends, and realized and unrealized gains/losses earned on the endowment's investments fund the foundation's programs.

PART X, LINE 2:

The organization follows the authoritative guidance relating to accounting for uncertainty in income taxes included in fasb asc topic 740, income taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition and de-recognition of tax positions taken or expected to be taken in a tax return. The organization performed an evaluation of uncertainty in income taxes for the year ended december 31, 2024 and determined that there were no matters that would require recognition in the financial statements or that may have any effect on its tax-exempt status, and there are currently no examinations pending or in progress. It is the organization's policy to recognize interest and/or penalties related to uncertainty in income taxes, if any, in income tax or interest expense. As of december 31, 2024, the organization had no accruals for interest and/or penalties.

Raw XML AppendixShowing 400 of 848 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
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IRS990/ActivityOrMissionDesc0PHCC EDUCATIONAL FOUNDATION PROVIDES INNOVATIVE EDUCATIONAL PROGRAMMING TO ENHANCE THE GROWTH AND SUCCESS OF THE PLUMBING AND HVACR INDUSTRY WORKFORCE.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3PHCC PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4PHCC PRESIDENT-ELECT
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IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER (TO 10/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt24PHCC CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP, FINANCE PHCC
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IRS990/Form990PartVIISectionAGrp/TitleTxt27CHIEF LEARNING OFFICER
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