Civic Intelligence

Plumbing-Heating-Cooling Contractors- Natl Assoc Educational Foundation

990 • Fiscal year 2017 • EIN 54-1396371

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

Organization Profilewww.foundation.phccweb.org
180 S WASHINGTON STREET No 100Falls Church, VA 22046

(703) 237-8100

Siviq Scores

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

Liabilities / Assets

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

49th percentile

0.22x

Higher debt load relative to revenue than 49% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

21st percentile

-5.6%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

62nd percentile

$210,722

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

66th percentile

9.4%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-11%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,827,118

Up $1,018,698 (+9.4%) from 2016

Net Assets

Up

$11,579,262

Up $1,083,924 (+10%) from 2016

Liabilities

Down

$247,856

Down $65,226 (-21%) from 2016

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin21st percentile

Revenue

Down

$1,113,805

Down $134,373 (-11%) from 2016

Expenses

Up

$1,176,239

Up $74,414 (+6.8%) from 2016

Net Income

Down

-$62,434

Down $208,787 (-143%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$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

2017

Assets$11,827,118
Liabilities$247,856
Net Assets$11,579,262
Open 2017 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$1,113,805
Expenses$1,176,239
Net Income-$62,434
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Gross Receipts
$1,128,409
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,424,595$11,524,665▲ $1,100,070
Savings and Temporary Cash Investments$226,278$138,994▼ $87,284
Pledges and Grants Receivable$123,543$100,533▼ $23,010
Accounts Receivable$28,037$50,593▲ $22,556
Prepaid Expenses and Deferred Charges$5,389$12,333▲ $6,944
Inventories for Sale or Use$578$0▼ $578
Total Assets$10,808,420$11,827,118▲ $1,018,698
Liabilities
Deferred Revenue$72,850$88,350▲ $15,500
Other Liabilities$174,194$80,709▼ $93,485
Accounts Payable and Accrued Expenses$66,038$78,797▲ $12,759
Total Liabilities$313,082$247,856▼ $65,226
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,832,799$4,880,423▲ $47,624
Temporarily Rstr Net Assets$4,025,099$4,819,231▲ $794,132
Unrestricted Net Assets$1,637,440$1,879,608▲ $242,168
Total Net Assets Fund Balance$10,495,338$11,579,262▲ $1,083,924
Total Liabilities and Net Assets / Fund Balance$10,808,420$11,827,118▲ $1,018,698

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$8,839,771$47,624▲ $1,151,038$354,906$9,683,527
2015$9,187,313$158,274▼ $131,954$373,862$8,839,771
2014$9,428,320$31,763▲ $52,669$325,439$9,187,313
2013$8,424,026$51,139▲ $1,300,466$347,311$9,428,320
2012$7,857,933$35,800▲ $942,936$412,643$8,424,026
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy SheridanCOO Education FoundationFT$128,115$33,506$161,621
Michael CoppPHCC Exec Vice President-$5,000$300$5,300

Board Members and Trustees

NameTitle
Craig LewisFOUNDATION Chairperson
kevin tindallfoundatioN Vice Chair
Tom ApplegateFoundation Board Member
hunter bottoFoundation Board Member
jonathan moyerFoundation Board Member
keith bienvenuFoundation Board Member
ken nielsenFoundation Board Member
laurie criglerFoundation Board Member
lynne finleyFoundation Board Member
michael mcgrawFoundation Board Member
ray jonesFoundation Board Member
rob grimFoundation Board Member
steve riversFoundation Board Member
patrick wallnerFoundation Secretary-Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$458,325
Program Service Revenue
$259,847
Investment Income
$183,196
Other Revenue
$212,437
All Other Contributions
$458,325
Change in Net Assets
$-62,434

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 Table9,090$95,820Fair Market Value (FMV)
Other Non Cash Contri Table3$45,000Fair Market Value (FMV)
Total Noncash Contributions9,093$140,820-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,069,543
Revenue Not Reported on Financial Statements
$44,262
Revenue Not Reported on Form 990
$1,146,358
Total Revenue per Audited Statements
$2,215,901
Total Revenue per Form 990
$1,113,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$543,079
Salaries, Compensation, and Employee Benefits$527,410
Grants and Similar Amounts Paid$105,750
Total Fundraising Expense$26,790
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$201,199$75,037$9,167$285,403
Current Officers, Directors, Trustees, and Key Employees$115,708$45,756$5,457$166,921
Other Expenses$50,212$36,652$3,135$89,999
Travel$85,615$471-$86,086
Grants to Domestic Individuals$80,750--$80,750
Fees for Services Other$53,484--$53,484
All Other Expenses$34,275$11,570$3,096$48,941
Office Expenses$37,021$4,371$2,944$44,336
Fees for Service Investment Mgmnt Fees-$44,262-$44,262
Conferences and Meetings$31,223$8,809-$40,032
Payroll Taxes$23,800$8,700$1,139$33,639
Other Employee Benefits$15,587$8,808$925$25,320
Grants to Domestic Orgs$25,000--$25,000
Pension Plan Contributions$11,123$4,477$527$16,127
Information Technology$1,891$10,560-$12,451
Fees for Services Legal$11,688$278-$11,966
Fees for Services Accounting-$9,153-$9,153
Occupancy$5,295--$5,295
Advertising$854--$854
Insurance--$400$400
Total Functional Expenses$880,545$268,904$26,790$1,176,239

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,176,239
Expenses per Audited Statements$1,131,977
Total Expenses per Audited Statements$1,131,977
Expenses Not Reported on Financial Statements$44,262
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
phcc national auxiliarymt juliet, TN501(c)(6)scholarships$25,000
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 Affiliates$80,709
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 1

“The executive committee, subject to the instructions of the board of directors, shall have and exercise general supervision of, and control over, the business, property and affairs of the foundation between board meetings.”

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/compensation committee of the education 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

“Plumbing-heating-cooling contractors 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 No 100, FALLS CHURCH, VA 22046

Signing Officer

Name
Cynthia a Sheridan
Title
Chief Operating Officer
Phone
7032378100
Signed
2018-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
craig lewis
Formed
1987
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
75

Preparer

Firm
Tate and Tryon
Address
2021 L Street NW Suite 400, Washington, DC 20036
Preparer
Elizabeth W Heller
Phone
2022932200
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The audit oversight process has remained unchanged from the previous year.”

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.”

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IRS990/Form990PartVIISectionAGrp/PersonNm4Tom Applegate
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IRS990/Form990PartVIISectionAGrp/PersonNm15Cindy Sheridan
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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/ReportableCompFromOrgAmt15131871
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3195215
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/ReportableCompFromRltdOrgAmt153381
IRS990/Form990PartVIISectionAGrp/TitleTxt0FOUNDATION Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt1foundatioN Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Foundation Secretary-Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt3PHCC Exec Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Foundation Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Foundation Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Foundation Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Foundation Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Foundation Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Foundation Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Foundation Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Foundation Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Foundation Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Foundation Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Foundation Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15COO Education Foundation
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt035349
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt080750
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt080750
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt025000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt035349
IRS990/GrossReceiptsAmt01128409
IRS990/GrossSalesOfInventoryAmt0166661
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010560
IRS990/InformationTechnologyGrp/ProgramServicesAmt01891
IRS990/InformationTechnologyGrp/TotalAmt012451
IRS990/InsuranceGrp/FundraisingAmt0400
IRS990/InsuranceGrp/TotalAmt0400
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0578
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0147847
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0147847
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010424595
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011524665
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The PHCC Educational Foundation provides innovative educational programming to enhance the growth and success of the plumbing and HVACR industry workforce.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010495338
IRS990/NetAssetsOrFundBalancesEOYAmt011579262
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt035349
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt035349
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0152057
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0152057
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01146358
IRS990/NoncashContributionsAmt0140820
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt05295
IRS990/OccupancyGrp/TotalAmt05295
IRS990/OfficeExpensesGrp/FundraisingAmt02944
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04371
IRS990/OfficeExpensesGrp/ProgramServicesAmt037021
IRS990/OfficeExpensesGrp/TotalAmt044336
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0925
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08808
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt015587
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025320
IRS990/OtherExpensesGrp/Desc0donated material
IRS990/OtherExpensesGrp/Desc1reimbursements
IRS990/OtherExpensesGrp/FundraisingAmt03135
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt036652
IRS990/OtherExpensesGrp/ProgramServicesAmt095820
IRS990/OtherExpensesGrp/ProgramServicesAmt150212
IRS990/OtherExpensesGrp/TotalAmt095820
IRS990/OtherExpensesGrp/TotalAmt189999
IRS990/OtherLiabilitiesGrp/BOYAmt0174194
IRS990/OtherLiabilitiesGrp/EOYAmt080709
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0other
IRS990/OtherRevenueMiscGrp/Desc1shipping and Handling
IRS990/OtherRevenueMiscGrp/ExclusionAmt04125
IRS990/OtherRevenueMiscGrp/ExclusionAmt11416
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04125
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11416
IRS990/OtherRevenueTotalAmt05541
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09167
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt075037
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0201199
IRS990/OtherSalariesAndWagesGrp/TotalAmt0285403
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01139
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08700
IRS990/PayrollTaxesGrp/ProgramServicesAmt023800
IRS990/PayrollTaxesGrp/TotalAmt033639
IRS990/PensionPlanContributionsGrp/FundraisingAmt0527
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04477
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011123
IRS990/PensionPlanContributionsGrp/TotalAmt016127
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04832799
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04880423
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0123543
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0100533
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05389
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012333
IRS990/PrincipalOfficerNm0craig lewis
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0seminars and sponsorsh
IRS990/ProgramServiceRevenueGrp/Desc1MANAGING PHC PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2convention
IRS990/ProgramServiceRevenueGrp/Desc3apprentice program
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0120585
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt153012
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt247750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt338500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0120585
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt153012
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt247750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt338500
IRS990/ProgSrvcAccomActy2Grp/Desc0Business Management Training: The Foundation develops and delivers business management programs with a focus on improving profitability and productivity. The Essentials of Project Management Course examined project management from pre-bid to close-out with a focus on standardizing process, cutting wasted time and improving profits. The Creating Super Foremen workshops covered the latest in managing change, workforce development, time and workload management and workload management. The seminar and webinar series reached over 2,500 contractors and their employees in online and in person programs on topics including new overtime rules, web strategies, and OSHA's new confined spaces standards. The Foundation published 12 issues of the HR Personnel Bulletin and distributed it electronically to over 6,000 industry professionals.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0324703
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0291319
IRS990/ProgSrvcAccomActy3Grp/Desc0Scholarships: Attracting new talent is essential to the plumbing-heating-cooling industry. The Foundation and its industry partners presented $80,750 in scholarships to 47 students preparing for careers in the industry.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0138681
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0105750
IRS990/ProgSrvcAccomActyOtherGrp/Desc0government relations and other programs
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt086566
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0483467
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt093750
IRS990/PYInvestmentIncomeAmt0331331
IRS990/PYOtherExpensesAmt0576616
IRS990/PYOtherRevenueAmt0178526
IRS990/PYProgramServiceRevenueAmt0254854
IRS990/PYRevenuesLessExpensesAmt0146353
IRS990/PYSalariesCompEmpBnftPaidAmt0431459
IRS990/PYTotalExpensesAmt01101825
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01248178
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-62434
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0120585
IRS990/RoyaltiesRevenueGrp/ExclusionAmt054839
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt054839
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0226278
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0138994
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0miscellaneous income - 2012 Amount: $ 3,150. 2013 Amount: $ 1,575. 2014 Amount: $ 1,128. 2015 Amount: $ 5,559. 2016 Amount: $ 5,541.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0458325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0483467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0383602

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Filings

Displayed year

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

Open filing
Assets
$11,827,118
Liabilities
$247,856
Net assets
$11,579,262
Revenue
$1,113,805
Expenses
$1,176,239
Net income
-$62,434
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
2017Detailed filing. Detailed filing data is available for this year.$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