Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
Southwest Florida Plumbing Heating
EIN 92-1760930 • 501(c)6 • North Port, FL
Profile
1) The practical application of scientific knowledge to plumbing, heating, cooling, mechanical sheet metal work, temperature controls, process piping, fire sprinkler systems, boilers and related mechanical work.2) The encouragement of sanitary and safety laws and the better enforcement thereof.3) The improvement of plumbing systems and the applied elements thereof: plumbing and related materials, fixtures, and appliances, for the improvement of heating and cooling equipment, accessories and related work.4) The encouragement of education of the members in conducting the plumbing, heating, cooling mechanical industry as business in accordance with sound business principles.5) The encouragement of open and free communications among all segments of the plumbing, heating, cooling mechanical industry.6) The establishment furtherance, and improvement of training programs for apprentices and other employees.7) The promotion of technical studies education, public relations, research, and other
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.05x
Liabilities / Revenue
84th percentile
Higher debt load relative to revenue than 84% of similar nonprofits.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
38th percentile
Faster asset growth than 38% of similar nonprofits.
Revenue Growth
6th percentile
Faster revenue growth than 6% of similar nonprofits.
Balance Sheet
Assets
Down$210,251
Down $19,461 (-8.5%) from 2023
Liabilities
Down$10,011
Down $1,998 (-17%) from 2023
Net Assets
Down$200,240
Down $17,463 (-8.0%) from 2023
Revenue
Down$50,904
Down $224,456 (-82%) from 2023
Expenses
Up$68,367
Up $10,710 (+19%) from 2023
Net Income
Down-$17,463
Down $235,166 (-108%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $210,251
- Liabilities
- $10,011
- Net assets
- $200,240
- Revenue
- $50,904
- Expenses
- $68,367
- Net income
- -$17,463
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 10, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $53,665
Mission and Program Overview
Mission
1) The practical application of scientific knowledge to plumbing, heating, cooling, mechanical sheet metal work, temperature controls, process piping, fire sprinkler systems, boilers and related mechanical work.2) The encouragement of sanitary and safety laws and the better enforcement thereof.3) The improvement of plumbing systems and the applied elements thereof: plumbing and related materials, fixtures, and appliances, for the improvement of heating and cooling equipment, accessories and related work.4) The encouragement of education of the members in conducting the plumbing, heating, cooling mechanical industry as business in accordance with sound business principles.5) The encouragement of open and free communications among all segments of the plumbing, heating, cooling mechanical industry.6) The establishment furtherance, and improvement of training programs for apprentices and other employees.7) The promotion of technical studies education, public relations, research, and other
Program Services
| Description | Grants | Expenses |
|---|---|---|
| The SWFL PHCC has successfully organized and conducted annual workshops, seminars, and a certification training sessions for its members and non-members. The association regularly facilitated dinner meetings to provide a platform for networking, brainstorming solutions, and fostering collaboration among industry professionals. We provided ongoing efforts to educate members about best practices, emerging trends, and innovative approaches to conducting business in a manner that benefits both customers and contractors.The association worked to strengthen its relationship efforts on behalf of its members by actively engaging inspectors, and other stakeholders on a local, state, and national level, regarding relevant updates, regulations, and industry changes. We participating in industry forums and advisory panels, that support the interests of plumbing, heating, and cooling contractors. | - | $25,366 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KEN JACKSON | President | - | $0 | - | - |
| JOSH DALTON | Treasurer | - | $0 | - | - |
| PETER BOGACZ | Secretary | - | $0 | - | - |
| KYLE MILLIGAN | Director | - | $0 | - | - |
| AMOS FOX | Director | - | $0 | - | - |
| GEORGE W CAMPBELL | Director | - | $0 | - | - |
| NICK GOODARZI | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Southwest Florida Plumbing Heating
- EIN
- 92-1760930
- Phone
- 9419775077
- Address
- 1181 S SUMTER BLVD 133, NORTH PORT, FL 34287
Signing Officer
- Name
- Peter Bogacz
- Title
- Secretary
- Signed
- 2025-11-10
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Pellegrino McFarland & Tortora PA
- Address
- 2805 Fruitville Rd Ste 215, Sarasota, FL 34237
- Preparer
- Thomas V Pellegrino Jr
- Phone
- 9413651172
Supplemental Narrative
Additional Explanations
Other Revenue.1
“VENDOR NIGHT $2393”
Other Revenue.2
“WORKSHOP $2300”
Other Expenses.1002
“Office Expenses $402”
Other Expenses.1005
“Travel $327”
Other Expenses.1012
“Insurance $1018”
Other Expenses.1
“State / national dues $12068”
Other Expenses.2
“Dinner meeting expense $5685”
Other Expenses.3
“WEBSITE EXPENSES $2751”
Other Expenses.4
“CREDIT CARD FEES $1540”
Other Expenses.6
“PHONE EXPENSE $260”
Other Expenses.7
“Local/state license fees $61”
Total Liabilities.1003
“Deferred Revenue - Beginning $12009 Deferred Revenue - Ending $10011”
Raw XML Appendix146 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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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | AMOS FOX |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | GEORGE W CAMPBELL |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
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| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
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| IRS990EZ/OtherRevenueTotalAmt | 0 | 4693 |
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| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
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| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 278 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | The SWFL PHCC has successfully organized and conducted annual workshops, seminars, and a certification training sessions for its members and non-members. The association regularly facilitated dinner meetings to provide a platform for networking, brainstorming solutions, and fostering collaboration among industry professionals. We provided ongoing efforts to educate members about best practices, emerging trends, and innovative approaches to conducting business in a manner that benefits both customers and contractors.The association worked to strengthen its relationship efforts on behalf of its members by actively engaging inspectors, and other stakeholders on a local, state, and national level, regarding relevant updates, regulations, and industry changes. We participating in industry forums and advisory panels, that support the interests of plumbing, heating, and cooling contractors. |
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| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 1605 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
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| IRS990EZ/TanningServicesProvidedInd | 0 | false |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | WORKSHOP $2300 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Office Expenses $402 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Travel $327 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance $1018 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | STATE / NATIONAL DUES $12068 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | DINNER MEETING EXPENSE $5685 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | WEBSITE EXPENSES $2751 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | CREDIT CARD FEES $1540 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | PHONE EXPENSE $260 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | LOCAL/STATE LICENSE FEES $61 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Deferred Revenue - Beginning $12009 Deferred Revenue - Ending $10011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Revenue.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.1003 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | PETER BOGACZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Secretary |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SOUTHWEST FLORIDA PLUMBING HEATING |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | COOLING CONTRACTORS INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SOUT |
| ReturnHeader/Filer/EIN | 0 | 921760930 |
| ReturnHeader/Filer/PhoneNum | 0 | 9419775077 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1181 S SUMTER BLVD 133 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NORTH PORT |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 34287 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 650344872 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Pellegrino McFarland & Tortora PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2805 Fruitville Rd Ste 215 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Sarasota |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 34237 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9413651172 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Thomas V Pellegrino Jr |
| ReturnHeader/ReturnTs | 0 | 2025-11-10T07:50:57-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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