Civic Intelligence

Assoc Plumbing Heating Cooling

990 • Fiscal year 2015 • EIN 74-1492505

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 28, 2016

10103 BroadwaySan Antonio, TX 78217

(210) 824-7422

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

Higher debt load relative to assets than 50% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

51st percentile

0.00x

Higher debt load relative to revenue than 51% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

84th percentile

20%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

86th percentile

$49,425

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 23.9% of source-year revenue.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

80th percentile

25%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

23%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$196,824

Up $39,437 (+25%) from 2014

Net Assets

Up

$196,128

Up $41,324 (+27%) from 2014

Liabilities

Down

$696

Down $1,887 (-73%) from 2014

Revenue

Up

$207,208

Up $39,239 (+23%) from 2014

Expenses

Up

$165,884

Up $51,661 (+45%) from 2014

Net Income

Down

$41,324

Down $12,422 (-23%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $92,319Liabilities 2010: $1,370Net Assets 2010: $90,9492010Assets 2011: $88,463Liabilities 2011: $2,417Net Assets 2011: $86,0462011Assets 2012: $93,696Liabilities 2012: $2,300Net Assets 2012: $91,3962012Assets 2013: $103,932Liabilities 2013: $2,874Net Assets 2013: $101,0582013Assets 2014: $157,387Liabilities 2014: $2,583Net Assets 2014: $154,8042014Assets 2015: $196,824Liabilities 2015: $696Net Assets 2015: $196,1282015Assets 2016: $225,946Liabilities 2016: $677Net Assets 2016: $225,2692016Assets 2017: $223,560Liabilities 2017: $502Net Assets 2017: $223,0582017Assets 2018: $264,659Liabilities 2018: $1,064Net Assets 2018: $263,5952018Assets 2019: $306,967Liabilities 2019: $548Net Assets 2019: $306,4192019Assets 2020: $324,939Liabilities 2020: $362Net Assets 2020: $324,5772020Assets 2021: $583,713Liabilities 2021: $245Net Assets 2021: $583,4682021Assets 2022: $613,871Liabilities 2022: $409Net Assets 2022: $613,4622022Assets 2023: $627,835Liabilities 2023: $790Net Assets 2023: $627,0452023Assets 2024: $710,475Liabilities 2024: $734Net Assets 2024: $709,7412024

Highlighted filing

2015

Assets$196,824
Liabilities$696
Net Assets$196,128

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $58,641Expenses 2010: $56,959Net Income 2010: $1,6822010Revenue 2011: $62,242Expenses 2011: $63,330Net Income 2011: -$1,0882011Revenue 2012: $97,931Expenses 2012: $96,342Net Income 2012: $1,5892012Revenue 2013: $104,183Expenses 2013: $94,521Net Income 2013: $9,6622013Revenue 2014: $167,969Expenses 2014: $114,223Net Income 2014: $53,7462014Revenue 2015: $207,208Expenses 2015: $165,884Net Income 2015: $41,3242015Revenue 2016: $214,514Expenses 2016: $185,373Net Income 2016: $29,1412016Revenue 2017: $203,706Expenses 2017: $205,917Net Income 2017: -$2,2112017Revenue 2018: $240,941Expenses 2018: $200,404Net Income 2018: $40,5372018Revenue 2019: $266,750Expenses 2019: $223,926Net Income 2019: $42,8242019Revenue 2020: $216,106Expenses 2020: $197,948Net Income 2020: $18,1582020Revenue 2021: $459,712Expenses 2021: $200,821Net Income 2021: $258,8912021Revenue 2022: $280,482Expenses 2022: $249,749Net Income 2022: $30,7332022Revenue 2023: $282,593Expenses 2023: $281,185Net Income 2023: $1,4082023Revenue 2024: $370,095Expenses 2024: $293,920Net Income 2024: $76,1752024

Highlighted filing

2015

Revenue$207,208
Expenses$165,884
Net Income$41,324
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 28, 2016
Return Version
2015v2.1
Gross Receipts
$262,167
Mission and Program Overview

Mission

Educate members on heating and cooling

Phccs mission statement is the guiding principle of the association: the plumbing-heating-cooling contractors-national association is dedicated to the promotion, advancement, education and training of the industry for the protection of the environment, and the health, safety and comfort of society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$104,993$110,454▲ $5,461
Cash and Non-Interest-Bearing Accounts$46,744$81,594▲ $34,850
Land, Buildings, and Equipment, Net$3,724$2,850▼ $874
Total Assets$157,387$196,824▲ $39,437
Other Assets Total$1,926$1,926→ $0
Liabilities
Other Liabilities$2,583$696▼ $1,887
Total Liabilities$2,583$696▼ $1,887
Net Assets / Fund Balance
Unrestricted Net Assets$154,804$196,128▲ $41,324
Total Net Assets Fund Balance$154,804$196,128▲ $41,324
Total Liabilities and Net Assets / Fund Balance$157,387$196,824▲ $39,437

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,850$9,425$12,275
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Heidi TrimbleExecutive DiPT$49,425$49,425

Board Members and Trustees

NameTitle
Perry Beyer JrPresident
Brittany MorelandBoard Member
Don HarrellBoard Member
Greg BolinBoard Member
Kevin ChamblissBoard Member
Maurice FoxBoard Member
Nathan CernosekBoard Member
Carter RamzelSecretary
Bret BartleyTreasurer
Randy HunterVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$61,455
Program Service Revenue
$61,364
Investment Income
$5,461
Other Revenue
$78,928
All Other Contributions
$12,360
Change in Net Assets
$41,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,247
Salaries, Compensation, and Employee Benefits$51,400
Grants and Similar Amounts Paid$4,237
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$49,425--$49,425
Occupancy$29,896--$29,896
Fees for Services Other$24,686--$24,686
Advertising$9,423--$9,423
Conferences and Meetings$8,570--$8,570
Information Technology$5,439--$5,439
Office Expenses$5,240--$5,240
Insurance$3,163--$3,163
Grants to Domestic Individuals$2,837--$2,837
Payroll Taxes$1,975--$1,975
Fees for Services Accounting$1,700--$1,700
Grants to Domestic Orgs$1,400--$1,400
Other Expenses$1,360--$1,360
Depreciation Depletion$874--$874
Travel$435--$435
Total Functional Expenses$165,884$0$0$165,884
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$127,053
Fundraising Direct Expenses$51,164
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fishing Tournam$54,153$54,153$15,697$38,456
Clay Shoot$24,665$24,665$14,827$9,838
Total Events$127,053$127,053$51,164$75,889
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$654
Payroll Liabilities$42
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The executive board will review the 990 before filing.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Assoc Plumbing Heating Cooling
EIN
74-1492505
Phone
2108247422
Address
10103 BROADWAY, SAN ANTONIO, TX 78217

Signing Officer

Name
Heidi Trimble
Title
Executive Director
Phone
2108247422
Signed
2016-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heidi Trimble
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
26

Preparer

Firm
Ridout Barrett & Co Pc
Address
922 ISOM RD STE 100, SAN ANTONIO, TX 78216-4184
Preparer
Milton G Barrett CPA
Phone
2108291793
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers consisted of committee members who helped organize the fundraising activities such as the clay shoot, fishing tournament, and the golf tournament.

Form 990, Page 2, Part III, Line 4D

This amount is attributed to depreciation.

Form 990, Part IX, Line 11G

Apprentice contract labor 24,686 0 0

Raw XML Appendix387 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/PYTotalExpensesAmt0114223
IRS990/PYTotalRevenueAmt0167969
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt041324
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0104993
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0110454
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02850
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09425
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012275
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0654
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt142
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02850
IRS990ScheduleD/TotalLiabilityAmt0696
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt051164
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CLAY SHOOT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FISHING TOURNAM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024665
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt054153
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt048235
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0127053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024665
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt054153
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt048235
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0127053
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt075889
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt020640
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt051164
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014827
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015697
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS CONSISTED OF COMMITTEE MEMBERS WHO HELPED ORGANIZE THE FUNDRAISING ACTIVITIES SUCH AS THE CLAY SHOOT, FISHING TOURNAMENT, AND THE GOLF TOURNAMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS AMOUNT IS ATTRIBUTED TO DEPRECIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE BOARD WILL REVIEW THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4APPRENTICE CONTRACT LABOR 24,686 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0157387
IRS990/TotalAssetsEOYAmt0196824
IRS990/TotalAssetsGrp/BOYAmt0157387
IRS990/TotalAssetsGrp/EOYAmt0196824
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt061455
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0165884
IRS990/TotalFunctionalExpensesGrp/TotalAmt0165884
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02583
IRS990/TotalLiabilitiesEOYAmt0696
IRS990/TotalLiabilitiesGrp/BOYAmt02583
IRS990/TotalLiabilitiesGrp/EOYAmt0696
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0154804
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0196128
IRS990/TotalOtherProgSrvcExpenseAmt0874
IRS990/TotalProgramServiceExpensesAmt0165884
IRS990/TotalProgramServiceRevenueAmt061364
IRS990/TotalReportableCompFromOrgAmt049425
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt069864
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0207208
IRS990/TotalVolunteersCnt026
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0157387
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0196824
IRS990/TravelGrp/ProgramServicesAmt0435
IRS990/TravelGrp/TotalAmt0435
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0154804
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0196128
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010103 BROADWAY
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078217
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.PHCC-SANANTONIO.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEIDI TRIMBLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02108247422
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOC PLUMBING HEATING COOLING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CONTRACTORS OF SAN ANTONIO INC
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0741492505
ReturnHeader/Filer/PhoneNum02108247422
ReturnHeader/Filer/USAddress/AddressLine1Txt010103 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742619624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RIDOUT BARRETT & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0922 ISOM RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782164184
ReturnHeader/PreparerPersonGrp/PhoneNum02108291793
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MILTON G BARRETT CPA
ReturnHeader/ReturnTs02016-07-29T16:22:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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.$7.10$0.01$7.10$3.70$2.94$0.76
2023Detailed filing. Detailed filing data is available for this year.$6.28$0.01$6.27$2.83$2.81$0.01
2022Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.13$2.80$2.50$0.31
2021Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.83$4.60$2.01$2.59
2020Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$2.16$1.98$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.07$0.01$3.06$2.67$2.24$0.43
2018Detailed filing. Detailed filing data is available for this year.$2.65$0.01$2.64$2.41$2.00$0.41
2017Detailed filing. Detailed filing data is available for this year.$2.24$0.01$2.23$2.04$2.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.01$2.25$2.15$1.85$0.29
2015Detailed filing. Detailed filing data is available for this year.$1.97$0.01$1.96$2.07$1.66$0.41
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.03$1.55$1.68$1.14$0.54
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.03$1.01$1.04$0.95$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.02$0.91$0.98$0.96$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.02$0.86$0.62$0.63$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.01$0.91$0.59$0.57$0.02