Civic Intelligence

Plumbing Heating Cooling Contractors Association of North Texas

990EZ • Fiscal year 2016 • EIN 72-1523910

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 22, 2017

1911 Timbergrove CircleDallas, TX 75208

(972) 818-1990

Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.01x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

12th percentile

-21%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$37,105

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 49.8% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

17th percentile

-20%

Faster asset growth than 17% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-9.4%

Faster revenue growth than 28% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$64,947

Down $15,866 (-20%) from 2015

Net Assets

Down

$64,178

Down $15,950 (-20%) from 2015

Liabilities

Up

$769

Up $84 (+12%) from 2015

Revenue

Down

$74,437

Down $7,733 (-9.4%) from 2015

Expenses

Up

$90,387

Up $3,602 (+4.2%) from 2015

Net Income

Down

-$15,950

Down $11,335 (-246%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $101,940Liabilities 2010: $25Net Assets 2010: $101,9152010Assets 2011: $85,452Liabilities 2011: $0Net Assets 2011: $85,4522011Assets 2012: $89,013Liabilities 2012: $0Net Assets 2012: $89,0132012Assets 2013: $85,749Liabilities 2013: $716Net Assets 2013: $85,0332013Assets 2014: $85,567Liabilities 2014: $824Net Assets 2014: $84,7432014Assets 2015: $80,813Liabilities 2015: $685Net Assets 2015: $80,1282015Assets 2016: $64,947Liabilities 2016: $769Net Assets 2016: $64,1782016Assets 2017: $63,086Liabilities 2017: $4,000Net Assets 2017: $59,0862017Assets 2018: $85,552Liabilities 2018: $0Net Assets 2018: $85,5522018Assets 2019: $135,663Liabilities 2019: $0Net Assets 2019: $135,6632019Assets 2020: $147,163Liabilities 2020: $0Net Assets 2020: $147,1632020Assets 2021: $147,090Liabilities 2021: $0Net Assets 2021: $147,0902021Assets 2022: $176,297Liabilities 2022: $4,570Net Assets 2022: $171,7272022Assets 2023: $202,694Liabilities 2023: $315Net Assets 2023: $202,3792023Assets 2024: $240,827Liabilities 2024: $3,275Net Assets 2024: $237,5522024

Highlighted filing

2016

Assets$64,947
Liabilities$769
Net Assets$64,178

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $66,681Expenses 2010: $81,526Net Income 2010: -$14,8452010Revenue 2011: $64,333Expenses 2011: $80,796Net Income 2011: -$16,4632011Revenue 2012: $69,376Expenses 2012: $65,815Net Income 2012: $3,5612012Revenue 2013: $77,221Expenses 2013: $81,201Net Income 2013: -$3,9802013Revenue 2014: $82,409Expenses 2014: $82,699Net Income 2014: -$2902014Revenue 2015: $82,170Expenses 2015: $86,785Net Income 2015: -$4,6152015Revenue 2016: $74,437Expenses 2016: $90,387Net Income 2016: -$15,9502016Revenue 2017: $78,857Expenses 2017: $83,949Net Income 2017: -$5,0922017Revenue 2018: $76,629Expenses 2018: $50,163Net Income 2018: $26,4662018Revenue 2019: $100,126Expenses 2019: $50,015Net Income 2019: $50,1112019Revenue 2020: $57,268Expenses 2020: $45,768Net Income 2020: $11,5002020Revenue 2021: $49,063Expenses 2021: $49,136Net Income 2021: -$732021Revenue 2022: $82,362Expenses 2022: $57,725Net Income 2022: $24,6372022Revenue 2023: $100,576Expenses 2023: $69,924Net Income 2023: $30,6522023Revenue 2024: $112,639Expenses 2024: $77,466Net Income 2024: $35,1732024

Highlighted filing

2016

Revenue$74,437
Expenses$90,387
Net Income-$15,950
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 22, 2017
Return Version
2016v3.0
Gross Receipts
$82,460
Mission and Program Overview

Mission

To provide information to members and the public for the advancement of the plumbing-heating-cooling industry and to provide education and promote safety issues for members

Program Services

DescriptionGrantsExpenses
LUNCHEON MEETINGS - IN 2016, THE ASSOCIATION HELD 7 LUNCHEON MEETINGS. A TOTAL OF APPROXIMATELY 369 MEMBERS AND ASSOCIATES ATTENDED THE MEETINGS TO KEEP ABREAST OF INDUSTRY TRENDS, SAFETY & INDUSTRY INFORMATION AND TO NETWORK.$0$9,713
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA LOCHRIDGE-HOGUEExecutive DirectorPT$30,212$6,893$37,105
BEN FRIEDMANPresident-$0--
PATRICK O'BRIENVice President-$0--
STEVE GUYTONSecretary/Treasurer-$0--
JOE DURRETTPast President-$0--
LEE MCFARLANDContractor Director-$0--
LARRY CURTISContractor Director-$0--
MATTHEW BARBOSAContractor Director-$0--
BUBBA THURMANContractor Director-$0--
JOHN BAKERContractor Director-$0--
MIKE ALLENAssociate Director-$0--
RANDY HAZZARDAssociate Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$29,011$29,011$7,680$21,331
Chili Cook Off$2,970$2,970$343$2,627
Total Events$31,981$31,981$8,023$23,958
Filing and Contact Details

Filer

Filer Name
Plumbing-heating-cooling Contractors
EIN
72-1523910
Phone
9728181990
Address
1911 TIMBERGROVE CIRCLE, DALLAS, TX 75208

Signing Officer

Name
Barbara Lochridge-hogue
Title
Executive Director
Phone
9728181990
Signed
2017-08-22
Discuss with paid preparer
Yes

Preparer

Firm
SHOST & COMPANY PC CPA'S
Address
1301 CENTRAL EXPWY SOUTH SUITE 250, ALLEN, TX 75013-8127
Preparer
Michael G Shostcpa
Phone
9722486070
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 162.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: sponsorships. Amount: 3,025.

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

Description: luncheon meetings. Amount: 9,713. Description: website. Amount: 575. Description: office supplies. Amount: 952. Description: telephone. Amount: 867. Description: credit card fees. Amount: 1,396. Description: payroll service fees. Amount: 1,095. Description: travel. Amount: 1,576. Description: depreciation expense. Amount: 194. Description: membership expense. Amount: 720. Description: contributions. Amount: 1,056. Total to form 990-ez, line 16: 18,144.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 808. End of year amount: 614.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll liabilities. Beg. Of year amount: 685. End of year amount: 685. Description: unemployment taxes payable. Beg. Of year amount: 0. End of year amount: 84.

Raw XML Appendix195 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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IRS990EZ/BooksInCareOfDetail/PhoneNum09728181990
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA LOCHRIDGE-HOGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BEN FRIEDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICK O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE GUYTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOE DURRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEE MCFARLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LARRY CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATTHEW BARBOSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BUBBA THURMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOHN BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MIKE ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11RANDY HAZZARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CONTRACTOR DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CONTRACTOR DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CONTRACTOR DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CONTRACTOR DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CONTRACTOR DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10ASSOCIATE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ASSOCIATE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0808
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0614
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt018144
IRS990EZ/OtherRevenueTotalAmt03025
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE INFORMATION TO MEMBERS AND THE PUBLIC FOR THE ADVANCEMENT OF THE PLUMBING-HEATING-COOLING INDUSTRY AND TO PROVIDE EDUCATION AND PROMOTE SAFETY ISSUES FOR MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt0167
IRS990EZ/ProgramServiceRevenueAmt08187
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LUNCHEON MEETINGS - IN 2016, THE ASSOCIATION HELD 7 LUNCHEON MEETINGS. A TOTAL OF APPROXIMATELY 369 MEMBERS AND ASSOCIATES ATTENDED THE MEETINGS TO KEEP ABREAST OF INDUSTRY TRENDS, SAFETY & INDUSTRY INFORMATION AND TO NETWORK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt067551
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IRS990EZ/SpecialEventsNetIncomeLossAmt023958
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0685
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0769
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt090387
IRS990EZ/TotalProgramServiceExpensesAmt09713
IRS990EZ/TotalRevenueAmt074437
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PHCCNORTHTEXAS.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08023
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHILI COOK OFF
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029011
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029011
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031981
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023958
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08023
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07680
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 162.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SPONSORSHIPS. AMOUNT: 3,025.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: LUNCHEON MEETINGS. AMOUNT: 9,713. DESCRIPTION: WEBSITE. AMOUNT: 575. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 952. DESCRIPTION: TELEPHONE. AMOUNT: 867. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 1,396. DESCRIPTION: PAYROLL SERVICE FEES. AMOUNT: 1,095. DESCRIPTION: TRAVEL. AMOUNT: 1,576. DESCRIPTION: DEPRECIATION EXPENSE. AMOUNT: 194. DESCRIPTION: MEMBERSHIP EXPENSE. AMOUNT: 720. DESCRIPTION: CONTRIBUTIONS. AMOUNT: 1,056. TOTAL TO FORM 990-EZ, LINE 16: 18,144.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 808. END OF YEAR AMOUNT: 614.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 685. END OF YEAR AMOUNT: 685. DESCRIPTION: UNEMPLOYMENT TAXES PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 84.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA LOCHRIDGE-HOGUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09728181990
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBING-HEATING-COOLING CONTRACTORS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION OF NORTH TEXAS
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0721523910
ReturnHeader/Filer/PhoneNum09728181990
ReturnHeader/Filer/USAddress/AddressLine1Txt01911 TIMBERGROVE CIRCLE
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075208
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E5A2104BBA9057DD88B9CDFE742A2EA1C2F8595C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09456185E903235744CDCB560B724B59E1AAD8874
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.7.108.243
ReturnHeader/FilingSecurityInformation/IPDt02017-08-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm021:30:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752183367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHOST & COMPANY PC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 CENTRAL EXPWY SOUTH SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750138127
ReturnHeader/PreparerPersonGrp/PhoneNum09722486070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL G SHOSTCPA
ReturnHeader/ReturnTs02017-08-22T21:31:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.03$2.38$1.13$0.77$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.02$1.01$0.70$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.05$1.72$0.82$0.58$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.49$0.49$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.57$0.46$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$1.00$0.50$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.77$0.50$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.04$0.59$0.79$0.84$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.01$0.64$0.74$0.90$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$0.82$0.87$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.01$0.85$0.82$0.83$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.86$0.01$0.85$0.77$0.81$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$0.69$0.66$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.64$0.81$0.16
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.67$0.82$0.15