2021-10-19T04:57:29-05:00 2020-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2020-01-01 261558777 AIR-CONDITIONING HEATING AND REFRIGERATION INSTITUTE AIR- 7035248800 2311 WILSON BLVD NO 400 ARLINGTON VA 22201 STEPHEN YUREK PRESIDENT & CEO 7035248800 2021-10-19 1 STEPHEN YUREK XXX-XX-XXXX J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z STEPHEN YUREK 2311 WILSON BLVD NO 400 ARLINGTON VA 22201 33234969 0 X WWW.AHRINET.ORG X 2007 VA THE AIR-CONDITIONING, HEATING AND REFRIGERATION INSTITUTE SERVES THE PUBLIC AND THE INDUSTRY BY PROMOTING RECOGNITION OF THE BENEFITS OF AIR-CONDITIONING, HEATING AND REFRIGERATION AND BY PROMOTING CONFIDENCE IN THE PERFORMANCE OF THE INDUSTRY'S PRODUCTS. 15 15 131 500 4359 0 0 0 32190435 31430329 1072668 1318343 201792 127970 33464895 32876642 0 0 0 0 13485236 13773286 0 0 0 21558914 19370058 35044150 33143344 -1579255 -266702 53821291 56416841 21677949 23053292 32143342 33363549 X THE AIR-CONDITIONING, HEATING AND REGRIGERATION INSTITUTE (AHRI) SERVES THE PUBLIC AND THE INDUSTRY BY PROMOTING RECOGNITION OF THE BENEFITS OF AIR-CONDITIONING, HEATING AND REFRIGERATION AND BY PROMOTING CONFIDENCE IN THE PERFORMANCE OF THE INDUSTRY'S PRODUCTS. 0 0 STANDARDS AND CERTIFICATION - AHRI DEVELOPS AND PUBLISHES A LARGE NUMBER OF PERFORMANCE RATING STANDARDS FOR INDUSTRY PRODUCTS. THERE ARE MORE THAN 100 AHRI STANDARDS AVAILABLE. THESE STANDARDS ESTABLISH RATING CRITERIA AND ASSIST IN CERTIFYING PRODUCT PERFORMANCE. AHRI MANAGES THE LARGEST CERTIFICATION PROGRAM IN THE WORLD FOR THE HVACR AND WATER HEATING INDUSTRY RELATED TO PERFORMANCE STANDARDS. POLICY AND GOVERNMENT RELATIONS - THESE DEPARTMENTS PROVIDE A WIDE RANGE OF SERVICES ON A VARIETY OF DOMESTIC, TRADE AND INTERNATIONAL ISSUES. HVACR AND WATER HEATING PRODUCTS ARE COMING UNDER INCREASING SCRUTINY FOR THE ENERGY AND REFRIGERANTS THEY USE. THESE DEPARTMENTS REPRESENT THE INDUSTRY BY WORKING WITH DECISION-MAKERS TO DEVELOP POLICIES THAT RECOGNIZE THE BENEFITS OF AIR-CONDITIONING, HEATING, AND REFRIGERATION PRODUCTS. MEMBERSHIP SERVICES - AHRI IS VIEWED AS A RESOURCE FOR INDUSTRY SHIPMENT DATA, EDUCATION AND WORKFORCE INFORMATION, AND RESEARCH. AHRI IS AN INDUSTRY POWERHOUSE, PROVIDING OUR MEMBERS WITH ONE INDUSTRY VOICE, BOTH DOMESTICALLY AND ABROAD. OTHER PROGRAM SERVICES INCLUDE ENGINEERING AND RESEARCH. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 44 0 1 131 1 1 1 0 0 0 1 1 0 0 0 X 15 15 0 0 1 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X DONNA MORRIS 7035248800 2311 WILSON BLVD SUITE 400 ARLINGTON VA 22201 STEPHEN YUREK AHRI PRESIDENT & CHIEF EXECUTIVE OFFICER 35.00 X 658266 0 22243 JOHN LANIER SECRETARY & CHIEF OPERATING OFFICER 35.00 X 339608 0 35035 CAROLINE DAVIDSON-HOOD GENERAL COUNSEL 35.00 X 292846 0 10043 HENRY HWONG SENIOR VICE PRESIDENT, STANDARDS & GLOBAL OPERATIO 35.00 X 272432 0 10748 VASSILIS TRITSIS VICE PRESIDENT, CERTIFICATION 35.00 X 238421 0 25428 SAMANTHA SLATER SENIOR VICE PRESIDENT, GOVERNMENT AFFAIRS 35.00 X 242363 0 19443 WILLIAM MCQUADE VICE PRESIDENT, SECTOR SERVICES 35.00 X 230609 0 19495 WILLIAM FONG VICE PRESIDENT, INFORMATION TECHNOLOGY & DATA SERV 35.00 X 213355 0 32175 HELEN WALTER-TERRINONI VICE PRESIDENT, REGULATORY AFFAIRS 35.00 X 197963 0 24322 JIM WALTERS VICE PRESIDENT, INTERNATIONAL AFFAIRS 35.00 X 192548 0 27476 CHRISTOPHER STONE CHIEF TESTING ADVISOR 35.00 X 209397 0 9170 FRANCIS DIETZ VICE PRESIDENT, PUBLIC AFFAIRS 35.00 X 198582 0 8072 BRADLEY SLATTEN DIRECTOR OF INFORMATION SECURITY & CONTINUITY 35.00 X 171329 0 22509 RUPAL CHOKSI ASSISTANT VICE PRESIDENT, QUALITY & UNITARY INDUST 35.00 X 161864 0 29872 TODD LUMPKIN INDUSTRY SECTOR LEADER (TO 12/2020) 35.00 X 155515 0 30435 STEVEN GRUDI DIRECTOR OF SOFTWARE DEVELOPMENT 35.00 X 178629 0 7060 WILLIAM STEEL IMMEDIATE PAST CHAIR 1.00 X 0 0 0 JOHN GALYEN CHAIRMAN 1.00 X 0 0 0 MIKE SCHWARTZ VICE CHAIRMAN 1.00 X 0 0 0 RON DUNCAN VICE CHAIRMAN 1.00 X 0 0 0 KEVIN BECKETT DIRECTOR-AT-LARGE 1.00 X 0 0 0 GARY BEDARD DIRECTOR-AT-LARGE 1.00 X 0 0 0 MIKE BRANSON DIRECTOR-AT-LARGE 1.00 X 0 0 0 BRUCE CARNEVALE DIRECTOR-AT-LARGE 1.00 X 0 0 0 MEGAN FELLINGER TREASURER 1.00 X 0 0 0 ELIZABETH HAGGERTY DIRECTOR-AT-LARGE (TO 1/2020) 1.00 X 0 0 0 CHRIS NELSON DIRECTOR-AT-LARGE 1.00 X 0 0 0 JOSEPH OLIVERI DIRECTOR-AT-LARGE (FROM 1/2020) 1.00 X 0 0 0 BRENT SCHROEDER DIRECTOR-AT-LARGE 1.00 X 0 0 0 DONNY SIMMONS DIRECTOR-AT-LARGE 1.00 X 0 0 0 JOHN SWANN DIRECTOR-AT-LARGE 1.00 X 0 0 0 KEVIN WHEELER DIRECTOR-AT-LARGE 1.00 X 0 0 0 3953727 0 333526 36 0 1 0 INTERTEK TESTING SVC NA INC 3933 US RTE 11 CORTLAND NY 13045 LAB SERVICES 6868994 HEFEI GENERAL MACHINERY NO 888 WEST CHANGJIANG RD HEFEI CH 230031 LAB SERVICES 1350300 UL LLC 333 PFINGSTEN RD NORTHBROOK IL 60062 LAB SERVICES 934635 BRACEWELL LLP 711 LOUISIANA ST SUITE 2300 HOUSTON TX 77002 PROFESSIONAL SERVICES 878577 CSA GROUP PO BOX 74008295 CHICAGO IL 60674 LAB SERVICES 487517 18 CERTIFICATION AND TESTING FEES 900099 21058479 21058479 MEMBERSHIP DUES 900099 5805513 5805513 EXPOSITION 900099 3844142 3844142 DIRECTORY 900099 467000 467000 SPECIAL PROJECTS 900099 131730 131730 123465 77465 46000 31430329 1285207 1285207 53561 4359 49202 391463 358327 33136 33136 33136 SUBLEASE INCOME 900099 108000 108000 -33591 -33591 74409 32876642 31384329 4359 1487954 3311473 8301056 604981 825835 729941 117034 146371 657651 43095 3286416 161457 270935 926787 1400915 176795 378726 958484 87400 EDUCATION/CERTIFICATION 9991247 DUES AND SUBSCRIPTIONS 239924 TAXES & LICENSES 215634 RESEARCH 171874 139313 33143344 1689132 1378666 745759 2267596 1841951 1544953 557793 416482 6560752 3474861 3645770 3085891 32657754 35540520 12683132 12182733 53821291 56416841 2974743 3648605 2318085 3653635 16385121 15751052 21677949 23053292 X 32143342 33363549 32143342 33363549 53821291 56416841 X -266702 1611943 -97034 -28000 X 0 1 X 1 0 0 0 0 5805513 658061 658061 658061 2497258 537964 1959294 1528034 860838 667196 2535460 2076059 459401 3085891 OPERATING LEASE RIGHT-OF-USE ASSET 11682733 DEPOSITS 500000 12182733 OPERATING LEASE LIABILITY 15739631 SECURITY DEPOSITS 8960 DUE TO AFFILIATES 2461 15751052 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT AHRI, AHRTI, AND THE FOUNDATION HAVE PROPERLY MAINTAINED THEIR EXEMPT STATUS AND THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2020. EAST ASIA & PACIFIC 0 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 1762000 EUROPE 0 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 409000 MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 241000 NORTH AMERICA 0 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 97000 SOUTH AMERICA 1 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 15000 SOUTH ASIA 0 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 518000 1 0 0 0 1 0 3042000 0 3042000 0 0 0 0 0 1 PART III ACCOUNTING METHOD: X X X X X 0 0 0 STEPHEN YUREK AHRI PRESIDENT & CHIEF EXECUTIVE OFF 521405 0 136861 0 0 0 11400 0 10843 0 680509 0 0 0 JOHN LANIER SECRETARY & CHIEF OPERATING OFFICER 302608 0 37000 0 0 0 11400 0 23635 0 374643 0 0 0 CAROLINE DAVIDSON-HOOD GENERAL COUNSEL 262846 0 30000 0 0 0 8813 0 1230 0 302889 0 0 0 HENRY HWONG SENIOR VICE PRESIDENT, STANDARDS & G 248432 0 24000 0 0 0 9968 0 780 0 283180 0 0 0 VASSILIS TRITSIS VICE PRESIDENT, CERTIFICATION 214421 0 24000 0 0 0 8856 0 16572 0 263849 0 0 0 SAMANTHA SLATER SENIOR VICE PRESIDENT, GOVERNMENT AF 218363 0 24000 0 0 0 8800 0 10643 0 261806 0 0 0 WILLIAM MCQUADE VICE PRESIDENT, SECTOR SERVICES 210609 0 20000 0 0 0 8652 0 10843 0 250104 0 0 0 WILLIAM FONG VICE PRESIDENT, INFORMATION TECHNOLO 189355 0 24000 0 0 0 8240 0 23935 0 245530 0 0 0 HELEN WALTER-TERRINONI VICE PRESIDENT, REGULATORY AFFAIRS 179963 0 18000 0 0 0 7620 0 16702 0 222285 0 0 0 JIM WALTERS VICE PRESIDENT, INTERNATIONAL AFFAIR 174548 0 18000 0 0 0 7416 0 20060 0 220024 0 0 0 CHRISTOPHER STONE CHIEF TESTING ADVISOR 204777 0 4620 0 0 0 8240 0 930 0 218567 0 0 0 FRANCIS DIETZ VICE PRESIDENT, PUBLIC AFFAIRS 180582 0 18000 0 0 0 7292 0 780 0 206654 0 0 0 BRADLEY SLATTEN DIRECTOR OF INFORMATION SECURITY & C 167767 0 3562 0 0 0 5937 0 16572 0 193838 0 0 0 RUPAL CHOKSI ASSISTANT VICE PRESIDENT, QUALITY & 156864 0 5000 0 0 0 5937 0 23935 0 191736 0 0 0 TODD LUMPKIN INDUSTRY SECTOR LEADER (TO 12/2020) 155515 0 0 0 0 0 6800 0 23635 0 185950 0 0 0 STEVEN GRUDI DIRECTOR OF SOFTWARE DEVELOPMENT 175129 0 3500 0 0 0 7000 0 60 0 185689 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE INSTITUTE AMENDED ITS BYLAWS IN DECEMBER 2020 TO DEFINE VOTING ELIGIBILITY OF MEMBER ORGANIZATIONS AND THE NUMBER OF REPRESENTATIVES THAT MAY SERVE FROM A MEMBER ORGANIZATION (INCLUDING SUBSIDIARIES, RELATED COMPANIES, AND PARENT COMPANIES). FORM 990, PART VI, SECTION A, LINE 6 AHRI IS A 501(C)(6) TRADE ASSOCIATION AND AS SUCH HAS GIVEN SPECIFIC RIGHTS TO MEMBERS AND INTERNATIONAL MEMBERS IN THE BY-LAWS TO ALLOW THEM TO PARTICIPATE IN THE MANAGEMENT OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THERE IS A NOMINATING COMMITTEE OF THE BOARD THAT PUTS FORTH MEMBERS TO BE ELECTED TO THE BOARD OF DIRECTORS BY THE VOTING MEMBERS OF AHRI. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS HAVE THE RIGHT TO VOTE ON ALL QUESTIONS PERTAINING TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AUDIT COMMITTEE, AND THE GENERAL COUNSEL REVIEW AUDITS AND THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY THAT COVERS EMPLOYEES, OFFICERS, AND DIRECTORS. EACH COVERED PERSON MUST REVIEW THE POLICY ANNUALLY WHILE OFFICERS AND DIRECTORS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT AND DISCLOSURE OF OTHER INTERESTS FORMS. IN-HOUSE GENERAL COUNSEL REVIEWS CONFLICTS WITH THE BEST INTERESTS OF AHRI AS THE SOLE CRITERIA. COVERED PERSONS WITH A CONFLICT SHOULD USE THEIR BEST JUDGEMENT AS TO WHETHER, AND WHAT EXTENT, THEY SHOULD RECUSE THEMSELVES FROM PARTICIPATION WITH RESPECT TO THE MATTER, AND WHETHER THEY SHOULD RESIGN FROM OFFICE OR POSITION. FORM 990, PART VI, SECTION B, LINE 15 A COMPARABILITY STUDY IS PERFORMED APPROXIMATELY EVERY 3 YEARS. THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS THE DATA AGAINST CURRENT EMPLOYEE DATA. MINUTES ARE KEPT OF THE MEETINGS. THE PRESIDENT AND CEO'S SALARY IS SET BY THE COMPENSATION COMMITTEE AND THE CEO SETS THE COMPENSATION OF THE SENIOR STAFF. THE PRESIDENT AND CEO'S SALARY WAS LAST REVIEWED IN FEBRUARY 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION RESPONDS TO REQUESTS FROM THE PUBLIC AS RECEIVED. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -28,000. AIR-CONDITIONING HEATING AND REFRIGERATION TECHNOLOGY INSTITUTE 2311 WILSON BLVD SUITE 400 ARLINGTON VA 22201 272342705 RESEARCH VA 501(C)(3) 7 N/A 0 CLIFFORD H TED REES SCHOLARSHIP FOUNDATION 2311 WILSON BLVD SUITE 400 ARLINGTON VA 22201 311807684 EDUCATION VA 501(C)(3) 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0