Civic Intelligence

Phcc Educational Foundation

990 • Fiscal year 2020 • EIN 68-0098960

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

Organization ProfileWWW.CAPHCC.ORG
1820 Tribute Road Suite ASacramento, CA 95815

(916) 640-0910

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$449,174

Down $257,360 (-36%) from 2019

Net Assets

Down

$224,120

Down $440,377 (-66%) from 2019

Liabilities

Up

$225,054

Up $183,017 (+435%) from 2019

Revenue And Expenses

Revenue

Down

$64,024

Down $603,550 (-90%) from 2019

Expenses

Down

$118,899

Down $460,695 (-79%) from 2019

Net Income

Down

-$54,875

Down $142,855 (-162%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2011: $318,729Liabilities 2011: $3,986Net Assets 2011: $314,7432011Assets 2012: $222,308Liabilities 2012: $233Net Assets 2012: $222,0752012Assets 2013: $272,484Liabilities 2013: $356Net Assets 2013: $272,1282013Assets 2014: $249,007Liabilities 2014: $3,818Net Assets 2014: $245,1892014Assets 2015: $277,307Liabilities 2015: $878Net Assets 2015: $276,4292015Assets 2016: $419,227Liabilities 2016: $4,216Net Assets 2016: $415,0112016Assets 2017: $535,836Liabilities 2017: $13,887Net Assets 2017: $521,9492017Assets 2018: $578,555Liabilities 2018: $2,038Net Assets 2018: $576,5172018Assets 2019: $706,534Liabilities 2019: $42,037Net Assets 2019: $664,4972019Assets 2020: $449,174Liabilities 2020: $225,054Net Assets 2020: $224,1202020Assets 2021: $226,499Liabilities 2021: $293,548Net Assets 2021: -$67,0492021Assets 2022: $103,927Liabilities 2022: $84,162Net Assets 2022: $19,7652022Assets 2023: $89,324Liabilities 2023: $54,122Net Assets 2023: $35,2022023Assets 2024: $116,172Liabilities 2024: $33,663Net Assets 2024: $82,5092024

Highlighted filing

2020

Assets$449,174
Liabilities$225,054
Net Assets$224,120
Open 2020 Filing

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $566,5302011Expenses 2012: $523,0642012Revenue 2013: $435,702Expenses 2013: $385,649Net Income 2013: $50,0532013Revenue 2014: $373,852Expenses 2014: $400,791Net Income 2014: -$26,9392014Revenue 2015: $394,713Expenses 2015: $363,473Net Income 2015: $31,2402015Revenue 2016: $535,782Expenses 2016: $397,200Net Income 2016: $138,5822016Revenue 2017: $596,326Expenses 2017: $489,388Net Income 2017: $106,9382017Revenue 2018: $589,860Expenses 2018: $535,292Net Income 2018: $54,5682018Revenue 2019: $667,574Expenses 2019: $579,594Net Income 2019: $87,9802019Revenue 2020: $64,024Expenses 2020: $118,899Net Income 2020: -$54,8752020Revenue 2021: $234,806Expenses 2021: $270,357Net Income 2021: -$35,5512021Revenue 2022: $106,516Expenses 2022: $152,195Net Income 2022: -$45,6792022Revenue 2023: $252,617Expenses 2023: $237,180Net Income 2023: $15,4372023Revenue 2024: $86,814Expenses 2024: $39,507Net Income 2024: $47,3072024

Highlighted filing

2020

Revenue$64,024
Expenses$118,899
Net Income-$54,875
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.2
Gross Receipts
$64,024
Mission and Program Overview

Mission

To provide education seminars to inform the general public of advances in technology applicable to the mechanical industry.

To organize, promote and operate various educational courses on subjects appropriate to the plumbing, heating and cooling industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$263,160-
Investments in Publicly Traded Securities$253,453--
Cash and Non-Interest-Bearing Accounts$451,623$185,457▼ $266,166
Land, Buildings, and Equipment, Net$1,193$0▼ $1,193
Accounts Receivable$265$557▲ $292
Total Assets$706,534$449,174▼ $257,360
Liabilities
Other Liabilities$233$223,265▲ $223,032
Deferred Revenue$0$1,050▲ $1,050
Accounts Payable and Accrued Expenses$41,804$739▼ $41,065
Total Liabilities$42,037$225,054▲ $183,017
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$661,233$218,818▼ $442,415
Net Assets With Donor Restrictions$3,264$5,302▲ $2,038
Total Net Assets Fund Balance$664,497$224,120▼ $440,377
Total Liabilities and Net Assets / Fund Balance$706,534$449,174▼ $257,360

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,342$1,342
Compensation and Service Providers

Employees

NameTitleOtherTotal
Deborah K MausExecutive Vice President$111,162$111,162

Board Members and Trustees

NameTitle
John Stevenson Thru 42420Past President
George Salet From 42420President
Jake Newman From 42420Vice President
Mike Desilva Thru 42420Vice President
Aaron Ramirez From 42420Trustee
Arnie Rodio Thru 42420Trustee
David Bernhard Thru 42420Trustee
Guy Tankersley From 42420Trustee
Jed Risse Thru 42420Trustee
Julio Jaime Thru 42420Trustee
Louis Senteno Thru 42420Trustee
Mike Desilva From 42420Trustee
Patrick Wallner Thru 42420Trustee
Phil Hotarek Thru 42420Trustee
Ray Bonetti From 42420Trustee
Ray Bonetti Thru 42420Trustee
Justin Schimnowski From 42420Secretary/treasurer
Robert Feldmann Thru 42420Secretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$45,942
Program Service Revenue
$8,330
Investment Income
$5,665
Other Revenue
$4,087
All Other Contributions
$15,942
Change in Net Assets
$-54,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,995
Grants and Similar Amounts Paid$13,904
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$66,347--$66,347
Grants to Domestic Orgs$13,904--$13,904
Fees for Services Accounting-$4,864-$4,864
Occupancy$4,663--$4,663
Office Expenses$4,604--$4,604
Other Expenses$4,540--$4,540
All Other Expenses$4,449--$4,449
Advertising$875--$875
Fees for Services Legal$808--$808
Information Technology$756--$756
Insurance-$439-$439
Travel$382--$382
Depreciation Depletion$268--$268
Total Functional Expenses$113,596$5,303$0$118,899
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sierra Forever FamiliesSacramento, CA501(c)(3)Support Local Foster Youth Programs$13,904
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Related OrganizationExpense Reimbursement for Management FunctionsNo$66,347
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Economic Injury Disaster Loan$178,900
Loan From Pcis$25,601
Payable to Phcc$18,764
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The foundation is affiliated with the plumbing-heating-cooling contractors association (phcc)through common board members and management. Phcc provides the foundation management functions.”

Form 990, Part VI, Section A, Line 4

“Bylaws were revised and aoi was restated.”

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

“Form 990 and all applicable schedules and statements, here after referred to collectively as "form 990", are provided to the organization's governing body. The organization's governing body reviews form 990 for accuracy and completeness. Any questions arising from the organization's governing body's review are addressed and/or resolved, as applicable, prior to filing form 990.”

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

“Compliance documents are signed annually by all members of the board of directors. Each board of directors meeting includes a signature/reading of the antitrust statement.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available for public inspection at its office. The organization will make available through electronic means such documents upon request.”

Filing and Contact Details

Filer

Filer Name
Phcc Educational Foundation
EIN
68-0098960
Phone
9166400910
Address
1820 TRIBUTE ROAD SUITE A, SACRAMENTO, CA 95815

Signing Officer

Name
Deborah K Maus
Title
Executive Vice President
Phone
9166400910
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Salet
Formed
1985
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
9

Preparer

Firm
Gilbert Cpas
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Jennifer Z Iwata
Phone
9166466464
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Assets applicable to greater sac area -376,921.”

FORM 990, PART XII, LINE 2C:

“The process for oversight of the financial statement review or the process for selection of an independent accountant has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has applied the accounting principles related to accounting for uncertainty in income taxes and have determined that there are no material impacts on the financial statements. With some exceptions, the foundation is no longer subject to us federal and state income tax examinations by tax authorities for years prior to 2016.”

Raw XML AppendixShowing 400 of 617 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/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt041804
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0739
IRS990/AccountsReceivableGrp/BOYAmt0265
IRS990/AccountsReceivableGrp/EOYAmt0557
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ORGANIZE, PROMOTE AND OPERATE VARIOUS EDUCATIONAL COURSES ON SUBJECTS APPROPRIATE TO THE PLUMBING, HEATING AND COOLING INDUSTRY.
IRS990/AdvertisingGrp/ProgramServicesAmt0875
IRS990/AdvertisingGrp/TotalAmt0875
IRS990/AllOtherContributionsAmt015942
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04449
IRS990/AllOtherExpensesGrp/TotalAmt04449
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DEBORAH K MAUS
IRS990/BooksInCareOfDetail/PhoneNum09166400910
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01820 TRIBUTE ROAD SUITE A
IRS990/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095815
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt0451623
IRS990/CashNonInterestBearingGrp/EOYAmt0185457
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt045942
IRS990/CYGrantsAndSimilarPaidAmt013904
IRS990/CYInvestmentIncomeAmt05665
IRS990/CYOtherExpensesAmt0104995
IRS990/CYOtherRevenueAmt04087
IRS990/CYProgramServiceRevenueAmt08330
IRS990/CYRevenuesLessExpensesAmt0-54875
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0118899
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt064024
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt01050
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0268
IRS990/DepreciationDepletionGrp/TotalAmt0268
IRS990/Desc0PROVIDE TRAINING FOR AN APPRENTICESHIP ACCREDITATION ALSO PROVIDE UPDATED CONSTRUCTION CODE INFORMATION AND TRAINING ON CODE REQUIREMENTS TO LICENSED CONTRACTORS IN NORTHERN CALIFORNIA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03264
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05302
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0113596
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04864
IRS990/FeesForServicesAccountingGrp/TotalAmt04864
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0808
IRS990/FeesForServicesLegalGrp/TotalAmt0808
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt066347
IRS990/FeesForServicesManagementGrp/TotalAmt066347
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt143.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt153.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt163.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt173.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1838.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
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/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
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/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt185874
IRS990/Form990PartVIISectionAGrp/PersonNm0GEORGE SALET FROM 42420
IRS990/Form990PartVIISectionAGrp/PersonNm1JAKE NEWMAN FROM 42420
IRS990/Form990PartVIISectionAGrp/PersonNm2JUSTIN SCHIMNOWSKI FROM 42420
IRS990/Form990PartVIISectionAGrp/PersonNm3RAY BONETTI FROM 42420
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE DESILVA FROM 42420
IRS990/Form990PartVIISectionAGrp/PersonNm5AARON RAMIREZ FROM 42420
IRS990/Form990PartVIISectionAGrp/PersonNm6GUY TANKERSLEY FROM 42420
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN STEVENSON THRU 42420
IRS990/Form990PartVIISectionAGrp/PersonNm8MIKE DESILVA THRU 42420
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT FELDMANN THRU 42420
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID BERNHARD THRU 42420
IRS990/Form990PartVIISectionAGrp/PersonNm11RAY BONETTI THRU 42420
IRS990/Form990PartVIISectionAGrp/PersonNm12PHIL HOTAREK THRU 42420
IRS990/Form990PartVIISectionAGrp/PersonNm13JULIO JAIME THRU 42420
IRS990/Form990PartVIISectionAGrp/PersonNm14JED RISSE THRU 42420
IRS990/Form990PartVIISectionAGrp/PersonNm15ARNIE RODIO THRU 42420
IRS990/Form990PartVIISectionAGrp/PersonNm16PATRICK WALLNER THRU 42420
IRS990/Form990PartVIISectionAGrp/PersonNm17LOUIS SENTENO THRU 42420
IRS990/Form990PartVIISectionAGrp/PersonNm18DEBORAH K MAUS
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/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
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/ReportableCompFromRltdOrgAmt18105288
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt010000
IRS990/GrantAmt013904
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt013904
IRS990/GrantsToDomesticOrgsGrp/TotalAmt013904
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt064024
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0756
IRS990/InformationTechnologyGrp/TotalAmt0756
IRS990/InsuranceGrp/ManagementAndGeneralAmt0439
IRS990/InsuranceGrp/TotalAmt0439
IRS990/InvestmentIncomeGrp/ExclusionAmt05665
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05665
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0253453
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01342
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01193
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt01342
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ORGANIZE, PROMOTE AND OPERATE VARIOUS EDUCATIONAL PROGRAMS ON SUBJECTS APPROPRIATE TO THE PLUMBING, HEATING AND COOLING INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0664497
IRS990/NetAssetsOrFundBalancesEOYAmt0224120
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0995
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0661233
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0218818
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt04663
IRS990/OccupancyGrp/TotalAmt04663
IRS990/OfficeExpensesGrp/ProgramServicesAmt04604
IRS990/OfficeExpensesGrp/TotalAmt04604
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-376921
IRS990/OtherExpensesGrp/Desc0CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc1APPRENTICESHIP AND TRAI
IRS990/OtherExpensesGrp/ProgramServicesAmt012000
IRS990/OtherExpensesGrp/ProgramServicesAmt14540
IRS990/OtherExpensesGrp/TotalAmt012000
IRS990/OtherExpensesGrp/TotalAmt14540
IRS990/OtherLiabilitiesGrp/BOYAmt0233
IRS990/OtherLiabilitiesGrp/EOYAmt0223265
IRS990/OtherOrganizationDsc0FOUNDATION
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04087
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04087
IRS990/OtherRevenueTotalAmt04087
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GEORGE SALET
IRS990/PriorPeriodAdjustmentsAmt0-9576
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0TRAINING PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1CERTIFICATION TESTING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05840
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12490
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05840
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12490
IRS990/ProgSrvcAccomActy2Grp/Desc0SEMINARS FOR THE MECHANICAL INDUSTRY TO EDUCATE AND INFORM THE PUBLIC OF ADVANCES IN TECHNOLOGY APPLICABLE TO THE INDUSTRY. PROVIDE EDUCATIONAL GRANTS TO INDUSTRY ASSOCIATION AND MEMBERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt041278
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt012014
IRS990/PYInvestmentIncomeAmt06272
IRS990/PYOtherExpensesAmt0567580
IRS990/PYOtherRevenueAmt021956
IRS990/PYProgramServiceRevenueAmt0598068
IRS990/PYRevenuesLessExpensesAmt087980
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0579594
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0667574
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-54875
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt020000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012417
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0263160
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt070889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033341
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0246954
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05665
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06272
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0479
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0620022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0534356
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0525437
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0502633
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02194865
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05665
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06272
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0479
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012416
IRS990ScheduleA/InvestmentIncomeCYPct00.00510
IRS990ScheduleA/InvestmentIncomePYPct00.00240
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99490
IRS990ScheduleA/PublicSupportPY509Pct00.99760
IRS990ScheduleA/PublicSupportTotal509Amt02441819
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058359
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0661300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0589860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0596326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0535974
IRS990ScheduleA/Total509Grp/TotalAmt02441819
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$449,174
Liabilities
$225,054
Net assets
$224,120
Revenue
$64,024
Expenses
$118,899
Net income
-$54,875
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.34$0.83$0.87$0.40$0.47
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.54$0.35$2.53$2.37$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.84$0.20$1.07$1.52$0.46
2021Detailed filing. Detailed filing data is available for this year.$2.26$2.94$0.67$2.35$2.70$0.36
2020Detailed filing. Detailed filing data is available for this year.$4.49$2.25$2.24$0.64$1.19$0.55
2019Detailed filing. Detailed filing data is available for this year.$7.07$0.42$6.64$6.68$5.80$0.88
2018Detailed filing. Detailed filing data is available for this year.$5.79$0.02$5.77$5.90$5.35$0.55
2017Detailed filing. Detailed filing data is available for this year.$5.36$0.14$5.22$5.96$4.89$1.07
2016Detailed filing. Detailed filing data is available for this year.$4.19$0.04$4.15$5.36$3.97$1.39
2015Detailed filing. Detailed filing data is available for this year.$2.77$0.01$2.76$3.95$3.63$0.31
2014Detailed filing. Detailed filing data is available for this year.$2.49$0.04$2.45$3.74$4.01$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.00$2.72$4.36$3.86$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.00$2.22$5.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.04$3.15$5.67