Civic Intelligence

Phcc of Sacramento Valley Inc

EIN 68-0443342 • 501(c)6 • Sacramento, CA

Profile

To advance the plumbing, heating and cooling industry by facilitating professional education of its members.

1820 Tribute Road Suite ASacramento, CA 95815

www.phccsacvalley.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

87th percentile

27%

Higher net margin than 87% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

88th percentile

35%

Faster asset growth than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

57th percentile

3.5%

Faster revenue growth than 57% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$27,831

Up $7,175 (+35%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$27,831

Up $7,175 (+35%) from 2021

Revenue

Up

$26,340

Up $883 (+3.5%) from 2021

Expenses

Down

$19,165

Down $7,502 (-28%) from 2021

Net Income

Up

$7,175

Up $8,385 (+693%) from 2021

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $32,733Liabilities 2011: $588Net Assets 2011: $32,1452011Assets 2012: $31,788Liabilities 2012: $4,261Net Assets 2012: $27,5272012Assets 2013: $39,088Liabilities 2013: $346Net Assets 2013: $38,7422013Assets 2014: $36,223Liabilities 2014: $90Net Assets 2014: $36,1332014Assets 2015: $40,496Liabilities 2015: $90Net Assets 2015: $40,4062015Assets 2016: $31,931Liabilities 2016: $0Net Assets 2016: $31,9312016Assets 2017: $45,014Liabilities 2017: $0Net Assets 2017: $45,0142017Assets 2018: $33,495Liabilities 2018: $0Net Assets 2018: $33,4952018Assets 2019: $37,077Liabilities 2019: $1,064Net Assets 2019: $36,0132019Assets 2020: $21,866Liabilities 2020: $0Net Assets 2020: $21,8662020Assets 2021: $20,656Liabilities 2021: $0Net Assets 2021: $20,6562021Assets 2022: $27,831Liabilities 2022: $0Net Assets 2022: $27,8312022

Highlighted filing

2022

Assets$27,831
Liabilities$0
Net Assets$27,831

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $59,0492011Revenue 2012: $54,381Expenses 2012: $58,999Net Income 2012: -$4,6182012Revenue 2013: $74,683Expenses 2013: $63,468Net Income 2013: $11,2152013Revenue 2014: $68,965Expenses 2014: $68,796Net Income 2014: $1692014Revenue 2015: $61,894Expenses 2015: $57,621Net Income 2015: $4,2732015Revenue 2016: $43,713Expenses 2016: $52,188Net Income 2016: -$8,4752016Revenue 2017: $52,835Expenses 2017: $39,752Net Income 2017: $13,0832017Revenue 2018: $43,142Expenses 2018: $54,661Net Income 2018: -$11,5192018Revenue 2019: $53,154Expenses 2019: $50,636Net Income 2019: $2,5182019Revenue 2020: $68,113Expenses 2020: $66,319Net Income 2020: $1,7942020Revenue 2021: $25,457Expenses 2021: $26,667Net Income 2021: -$1,2102021Revenue 2022: $26,340Expenses 2022: $19,165Net Income 2022: $7,1752022

Highlighted filing

2022

Revenue$26,340
Expenses$19,165
Net Income$7,175

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 29, 2023
Return Version
2021v4.2
Gross Receipts
$39,489
Mission and Program Overview

Mission

To advance the plumbing, heating and cooling industry by facilitating professional education of its members.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION CONDUCTS VARIOUS MEETINGS AND SPONSORED TRADE SHOWS DESIGNED TO IDENTIFY, COLLECT, DISCUSS AND PROVIDE INFORMATION REGARDING ISSUES OF INTEREST TO ITS MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY THRELFALLCEO-$0--
DAVID BERNHARDPresident-$0--
JED RISSEVice President-$0--
JARED GOODREAUDirector-$0--
MATT NISONGERDirector-$0--
TIM RUTLEDGEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$15,860$15,860$13,149$2,711
Total Events$15,860$15,860$13,149$2,711
Filing and Contact Details

Filer

Filer Name
Phcc of Sacramento Valley Inc
EIN
68-0443342
Phone
9164268013
Address
1820 TRIBUTE ROAD SUITE A, SACRAMENTO, CA 95815

Signing Officer

Name
Whitney Squire
Title
Executive Director
Phone
9164268013
Signed
2023-09-29
Discuss with paid preparer
Yes

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-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income. Amount: 6,150.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: open house food sponsor. Grantee name: plumbing-heating-cooling contractors of grantee name: plumbing-heating-cooling contractors of. Grantee address: 1820 tribute road suite a sacramento, ca 95815. Grantee relationship: none. Date of gift: 06/30/22. Amount given: 3,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: gsa graduation. Grantee name: plumbing-heating-cooling contractors of the grantee name: plumbing-heating-cooling contractors of the. Grantee address: 1820 tribute road suite a sacramento, ca 95815. Grantee relationship: none. Date of gift: 06/30/22. Amount given: 3,400. Total included on form 990-ez, line 10: 6,400.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: management fee. Amount: 8,400. Description: dues & subscriptions. Amount: 500. Description: bank fees. Amount: 212. Description: office expenses. Amount: 538. Description: accounting. Amount: 2,100. Description: insurance. Amount: 925. Description: advertising. Amount: 90. Total to form 990-ez, line 16: 12,765.

Raw XML Appendix143 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum09169257390
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01820 TRIBUTE ROAD SUITE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095815
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020656
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027831
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt07175
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020656
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027831
IRS990EZ/FundraisingGrossIncomeAmt015860
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06400
IRS990EZ/GrossReceiptsAmt039489
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt017479
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020656
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027831
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020656
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027831
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACY THRELFALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID BERNHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JED RISSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JARED GOODREAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MATT NISONGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TIM RUTLEDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012765
IRS990EZ/OtherRevenueTotalAmt06150
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ADVANCE THE PLUMBING, HEATING AND COOLING INDUSTRY BY FACILITATING PROFESSIONAL EDUCATION OF ITS MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION CONDUCTS VARIOUS MEETINGS AND SPONSORED TRADE SHOWS DESIGNED TO IDENTIFY, COLLECT, DISCUSS AND PROVIDE INFORMATION REGARDING ISSUES OF INTEREST TO ITS MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013149
IRS990EZ/SpecialEventsNetIncomeLossAmt02711
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt019165
IRS990EZ/TotalRevenueAmt026340
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PHCCSACVALLEY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013149
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015860
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02711
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013149
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 6,150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: OPEN HOUSE FOOD SPONSOR. GRANTEE NAME: PLUMBING-HEATING-COOLING CONTRACTORS OF GRANTEE NAME: PLUMBING-HEATING-COOLING CONTRACTORS OF. GRANTEE ADDRESS: 1820 TRIBUTE ROAD SUITE A SACRAMENTO, CA 95815. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/30/22. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GSA GRADUATION. GRANTEE NAME: PLUMBING-HEATING-COOLING CONTRACTORS OF THE GRANTEE NAME: PLUMBING-HEATING-COOLING CONTRACTORS OF THE. GRANTEE ADDRESS: 1820 TRIBUTE ROAD SUITE A SACRAMENTO, CA 95815. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/30/22. AMOUNT GIVEN: 3,400. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MANAGEMENT FEE. AMOUNT: 8,400. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 500. DESCRIPTION: BANK FEES. AMOUNT: 212. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 538. DESCRIPTION: ACCOUNTING. AMOUNT: 2,100. DESCRIPTION: INSURANCE. AMOUNT: 925. DESCRIPTION: ADVERTISING. AMOUNT: 90. TOTAL TO FORM 990-EZ, LINE 16: 12,765.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WHITNEY SQUIRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09164268013
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHCC OF SACRAMENTO VALLEY INC
ReturnHeader/Filer/BusinessNameControlTxt0PHCC
ReturnHeader/Filer/EIN0680443342
ReturnHeader/Filer/PhoneNum09164268013
ReturnHeader/Filer/USAddress/AddressLine1Txt01820 TRIBUTE ROAD SUITE A
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095815
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680037990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILBERT CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02880 GATEWAY OAKS DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095833
ReturnHeader/PreparerPersonGrp/PhoneNum09166466464
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER Z IWATA
ReturnHeader/ReturnTs02023-10-10T10:13:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WHITNEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SQUIRE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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