2021-11-05T15:48:16-05:00 2020-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-01-01 130831270 MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA INC MECH 3018695800 1385 PICCARD DR ROCKVILLE MD 208504329 TIMOTHY J BRINK CHIEF EXECUTIVE OFFICER 3018695800 2021-10-26 1 TIMOTHY BRINK 999009999 FREDERICK LONGWOOD P00439715 2022932200 2021-10-26 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TIMOTHY J BRINK 1385 PICCARD DR ROCKVILLE MD 208504329 21915583 0 X WWW.MCAA.ORG X 1889 NY MCAA SERVES THE UNIQUE NEEDS OF FIRMS INVOLVED IN HEATING, AIR CONDITIONING, REFRIGERATION, PLUMBING, PIPING, AND MECHANICAL SERVICE. 30 28 29 250 152075 0 1517645 1193965 19258814 12262522 742742 467522 244883 374976 21764084 14298985 126569 94120 0 0 4957629 5302511 0 0 0 16045345 11963869 21129543 17360500 634541 -3061515 24120128 27742887 6576464 10238697 17543664 17504190 X THE MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA INC. (MCAA) IS DEDICATED TO THE DEVELOPMENT OF THE MECHANICAL CONTRACTING INDUSTRY AND THE PROMOTION OF THE INTERESTS AND WELFARE OF ITS MEMBERS. MCAA'S PURPOSE IS TO IMPROVE THE CHARACTER OF THE WORK DONE AND LABOR EMPLOYED, AND BY BETTER PUBLIC SERVICE, TO CONTRIBUTE TO THE ADVANCEMENT OF THE INDUSTRY IN ALL ITS BRANCHES, TO STANDARDIZE THE MATERIALS AND METHODS USED IN THE INDUSTRY, AND TO UNIFY AND MAKE EFFECTIVE THE WORK OF LOCAL STATE AND REGIONAL ASSOCIATIONS WITHIN THE DECLARED OBJECTIVES OF MCAA. 0 0 ANNUAL CONVENTION - A FORUM FOR MEMBERS OF THE MECHANICAL CONTRACTING INDUSTRY TO LEARN, GET INVOVLED, AND NETWORK WITH OTHER INDUSTRY PROFESSIONALS THROUGH EXCEPTIONAL EDUCATIONAL WORKSHOPS, SPECIAL SESSIONS AND EXHIBITS. INNOVATIVE TECHNOLOGIES INITIATIVE - CONFERENCES, WEBINARS, PROGRAMMING, PARTNERSHIPS AND OUTREACH TO HELP MEMBERS UNDERSTAND THE CHALLENGES OF TECHNOLOGICAL CHANGE AND TO EXPLOIT THE OPPORTUNITIES IT CREATES. PROJECT MANAGEMENT - MCAA'S PROJECT MANAGEMENT OFFERINGS ARE COMPRISED OF THREE COURSES: 1. INSTITUTE FOR PROJECT MANAGEMENT (IPM) IS A UNIQUE EDUCATIONAL OPPORTUNITY DESIGNED BY MECHANICAL CONTRACTORS, FOR MECHANICAL CONTRACTORS. THIS TWO-WEEK PROGRAM PROVIDES INTENSIVE, IN-DEPTH COVERAGE OF A HOST OF TOPICS ESSENTIAL TO SUCCESSFUL MECHANICAL PROJECT MANAGEMENT. THE IPM IS DESIGNED TO PROVIDE ATTENDEES WITH REAL-WORLD SKILLS THAT CAN BE TAKEN BACK TO THEIR COMPANIES AND IMMEDIATELY APPLIED TO THEIR WORK. 2. ADVANCED INSTITUTE FOR PROJECT MANAGEMENT (AIPM) PREPARES SEASONED PROJECT MANAGERS FOR FUTURE ADVANCEMENT AND INCREASED RESPONSIBILITIES. AIPM PROVIDES MORE THAN 40 HOURS OF WORLD-CLASS, INDUSTRY SPECIFIC, ADVANCED LEVEL PROJECT MANAGEMENT EDUCATION.3. PREPARATORY INSTITUTE FOR PROJECT MANAGEMENT (PRE-IPM)- A NEW ONLINE PROGRAM, INTENDED TO BE A PRECURSOR TO THE MCAA'S INSTITUTE FOR PROJECT MANAGEMENT, OVERSEEN BY THE SAME COMMITTEE THAT MANAGES THE IPM AND AIPM. THIS 12-WEEK CURRICULUM, TAUGHT AS A SERIES OF 90-MINUTE CLASSES, COVERS TOPICS FUNDAMENTAL TO PROJECT MANAGEMENT AT AN INTRODUCTORY LEVEL, INCLUDING: UNDERSTANDING THE PROJECT MANAGER'S ROLE, PLANNING: THE KEY TO SUCCESSFUL PROJECTS, THE PROJECT MANAGER'S IMPACT ON PRODUCTIVITY, KNOWING YOUR COSTS, CATCHING PROBLEMS EARLY, AND GETTING PAID, DOCUMENTATION: WHY GREAT PROJECTS NEED GREAT RECORDS, PROJECT SCHEDULING: THE IMPORTANCE OF HAVING A CLEAR GAME PLAN, RELATIONSHIPS ARE EVERYTHING: UNDERSTANDING YOURSELF AND MANAGING OTHERS, BEING A PROFESSIONAL: PROBLEM-SOLVING AND ISSUE RESOLUTION, CHANGE ORDERS 101: IDENTIFICATION, IMPORTANCE, AND MANAGEMENT, TIME MANAGEMENT & PERSONAL EFFICIENCY, LEADERSHIP AT ALL LEVELS: YOUR ABILITY TO INFLUENCE OTHERS, AND PROJECT COMPLETION: STARTING STRONG AND FINISHING STRONGER. PRE-IPM IS DESIGNED AND TAUGHT BY 6 EXPERIENCED CONTRACTORS AND PROFESSIONAL INSTRUCTORS WHO HAVE FIRST-HAND UNDERSTANDING OF THE CHALLENGES FACING PROJECT MANAGERS, AND THE SKILLS REQUIRED TO MEET THOSE CHALLENGES. EACH SESSION IS A COMBINATION OF LECTURE AND Q&A, ENSURING THAT STUDENTS ARE INVOLVED IN A DYNAMIC LEARNING EXPERIENCE. PARTICIPANTS WILL COMPLETE WEEKLY QUIZZES AND HOMEWORK ASSIGNMENTS, DEMONSTRATING WHAT THEY HAVE LEARNED. UPON COMPLETION OF ALL COURSE REQUIREMENTS (LECTURES, QUIZZES, AND HOMEWORK), STUDENTS WILL RECEIVE MCAA PRE-IPM CERTIFICATION. COMMUNICATIONS- MCAA'S MAINTAINS AN ONGOING COMMITMENT TO INFORM AND EDUCATE THE MEMBERSHIP ABOUT PROGRAMS AND ITEMS OF INTEREST TO MECHANICAL CONTRACTORS, AS WELL AS TO MAINTAIN THE RELATIONSHIP BETWEEN THE ORGANIZATION AND THE MEMBERSHIP THROUGH VARIOUS OUTREACH EFFORTS, INCLUDING: MEMBERSHIP DIRECTORY & BUYERS GUIDE, NATIONAL UPDATE, MONTHLY MAILING, SMART SOLUTIONS, MCAA.ORG AND FAMILY OF WEBSITES, COVID-19 WEBINARS APPS, AND VARIOUS LIST-SERV'S (INCLUDING SAFETY-TALK, AEC-TALK, AND WIMI-TALK) LABOR/GOVERNMENT RELATIONS- MCAA'S EFFORTS TO ESTABLISH AND MAINTAIN EXTERNAL RELATIONSHIPS WITH OUR LABOR PARTNERS AND GOVERNMENT OFFICIALS TO ADVANCE ISSUES OF INTEREST AND CONCERNS OF OUR MEMBERSHIP. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 1 67 0 1 29 1 1 1 0 0 0 1 1 0 0 0 X 30 28 0 0 0 0 1 1 1 1 1 0 1 0 0 1 1 1 1 1 1 0 0 X DONALD MAY 3018695800 1385 PICCARD DR ROCKVILLE MD 208504329 BRIAN HELM PRESIDENT 10.00 1.00 X X 6389 0 0 ARMAND KILIJIAN PRESIDENT-ELECT 5.00 0.00 X X 2900 0 0 ROBERT M BOLTON SVP/TREASURER 5.00 0.00 X X 0 0 0 ROBERT J BECK VP/ASSIST. TREASURER 5.00 0.00 X X 0 0 0 RICK GOPFFARTH CO-VP/ASST TREASURER 5.00 0.00 X X 0 0 0 MICHAEL BRANDT IMM. PAST PRESIDENT 5.00 0.00 X X 0 0 0 TROY AICHELE DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER CATANIA DIRECTOR 1.00 0.00 X 0 0 0 CHRIS CARTER DIRECTOR 1.00 0.00 X 0 0 0 DENNIS CORRIGAN DIRECTOR 1.00 0.00 X 0 0 0 JOHN FERRUCCI DIRECTOR 1.00 0.00 X 0 0 0 MIKE GALLAGHER DIRECTOR 1.00 0.00 X 0 0 0 JOHN GEILING DIRECTOR 1.00 0.00 X 0 0 0 GARY GRANDCHAMP DIRECTOR 1.00 0.00 X 0 0 0 CURTIS HARBOUR DIRECTOR 1.00 0.00 X 0 0 0 KEN HARBOUR DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN W HARVEY DIRECTOR 1.00 0.00 X 0 0 0 BOB HIGHTOWER DIRECTOR 1.00 0.00 X 0 0 0 SCOTT HINTON DIRECTOR 1.00 0.00 X 0 0 0 BRIAN HUGHES DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM HUGHES IV DIRECTOR 1.00 0.00 X 0 0 0 ED KOMMERS DIRECTOR 1.00 0.00 X 0 0 0 RICK LUNDVALL DIRECTOR 1.00 0.00 X 0 0 0 D PATRICK LYNCH DIRECTOR 1.00 0.00 X 0 0 0 KATHLEEN MCCAULEY DIRECTOR 1.00 0.00 X 0 0 0 RICK MORENO DIRECTOR 1.00 0.00 X 0 0 0 JODY RALSTON DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL F RUSSO DIRECTOR 1.00 0.00 X 0 0 0 ROBERT B SNYDER DIRECTOR 1.00 0.00 X 0 0 0 SCOTT WALLENSTEIN DIRECTOR 1.00 0.00 X 0 0 0 JOHN GENTILE CEO (UNTIL 3/20) 35.00 1.00 X 467608 0 84869 TIM BRINK CEO (BEG. 3/20) 35.00 0.00 X 569819 0 110535 DONALD MAY CFO 35.00 1.00 X 268217 0 80532 BARBARA DOLIM EXECUTIVE DIRECTOR, MSCA 35.00 0.00 X 260388 0 69338 JOHN MCNERNEY GENERAL COUNSEL 28.00 2.00 X 232406 0 62818 MELISSA FUNYAK DIR., EXECUTIVE & CONFERENCE SERVICES 35.00 0.00 X 210627 0 49155 PETE CHANEY DIR., SAFETY & HEALTH 35.00 0.00 X 192419 0 56935 SEAN MCGUIRE DIR., CONSTRUCTION TECHNOLOGY 35.00 0.00 X 189327 0 65269 MICHELLE LOGAN DIR., COMMUNICATIONS 35.00 0.00 X 159620 0 49361 DARIUSH NIKPOURFARD EXECUTIVE DIRECTOR, NCPWB 35.00 0.00 X 165826 0 30144 JAN GRILLO DIR., MEMBERSHIP ENGAGEMENT 35.00 0.00 X 105659 0 30458 ADRIENNE BREEDLOVE DIR., CONTENT 35.00 0.00 X 101592 0 30073 2932797 0 719487 12 0 1 0 GRAND WAILEA RESORT 3850 WAILEA ALANUI DRIVE WAILEA MAUI HI 96753 LODGING, FOOD SERVICE, EVENT SPACE 2176396 YES& 1700 DIAGONAL ROAD - SUITE 450 ALEXANDRIA VA 22314 AUDIO VISUAL PRODUCTION 502401 JOHN R KOONTZ 4315 COMMERCE DRIVE LAFAYETTE IN 47905 CONSULTING AND SPEAKING ENGAGEMENTS 413392 PACIFIC EVENTS PRODUCTIONS 6989 CORTE SANTE FE SAN DIEGO CA 92121 DECORATIONS, SIGNS & BANNERS 356111 WAILEA BEACH MARRIOTT 3700 WAILEA ALANUI DRIVE WAILEA MAUI HI 96753 LODGING AND EVENT SPACE 328387 21 1193965 1193965 MEMBERSHIP DUES 900099 10205309 10205309 EDUCATIONAL ACTIVITIES 900099 1428858 1428858 PUBLICATION SALES 900099 351750 199675 152075 CONVENTION 900099 276605 276605 12262522 224358 224358 82941 82941 7859762 7616598 243164 243164 243164 JRGF MANAGEMENT FEE 900099 150000 150000 MISCELLANEOUS 900099 142035 142035 292035 14298985 12110447 152075 842498 94120 2320170 2218767 265568 265919 232087 354818 34945 40710 1341839 384 555463 394233 121936 454397 7409866 59588 466272 60092 SPECIAL PROJECTS 370000 DUES & PUBLICATIONS 84563 AWARDS & GRATUITIES 65245 BAD DEBT 52269 97249 17360500 2650797 5136410 2576296 1181997 57063 2224794 1635413 743681 6647534 4435838 2429723 2211696 14035282 15628254 735554 616055 24120128 27742887 602688 2663007 5220008 1961513 0 5000000 753768 614177 6576464 10238697 X 17543664 17504190 17543664 17504190 24120128 27742887 -3061515 1171862 1850179 0 X X 0 1 X 1 0 0 0 0 10204378 138975 138975 138975 652700 652700 1283162 1023927 259235 2516976 2133067 383909 415915 239560 176355 1778781 1039284 739497 2211696 DEFERRED COMPENSATION OBLIGATION 614177 614177 15430137 1171862 1171862 14258275 40710 40710 14298985 17319790 0 17319790 40710 40710 17360500 1 CONVOY OF HOPE 330 S PATTERSON AVE SPRINGFIELD MO 65802 680051386 501(C)(3) 10000 9095 FMV GENERAL UNRESTRICTED DONATION 1 0 PART I, LINE 2: THE ORGANIZATION DOES NOT MONITOR THE USE OF UNRESTRICTED CONTRIBUTION AND SPONSORSHIP PAYMENTS X X 1 1 X X X X 0 1 0 TIM BRINK CEO (BEG. 3/20) 367819 0 190000 0 12000 0 76500 0 34035 0 680354 0 0 0 JOHN GENTILE CEO (UNTIL 3/20) 135701 0 225000 0 106907 0 76500 0 8369 0 552477 0 0 0 DONALD MAY CFO 218217 0 50000 0 0 0 46497 0 34035 0 348749 0 0 0 BARBARA DOLIM EXECUTIVE DIRECTOR, MSCA 210388 0 50000 0 0 0 44476 0 24862 0 329726 0 0 0 JOHN MCNERNEY GENERAL COUNSEL 157406 0 75000 0 0 0 38137 0 24681 0 295224 0 0 0 MELISSA FUNYAK DIR., EXECUTIVE & CONFERENCE SERVICE 175627 0 35000 0 0 0 35722 0 13433 0 259782 0 0 0 SEAN MCGUIRE DIR., CONSTRUCTION TECHNOLOGY 169327 0 20000 0 0 0 32242 0 33027 0 254596 0 0 0 PETE CHANEY DIR., SAFETY & HEALTH 167419 0 25000 0 0 0 32242 0 24693 0 249354 0 0 0 MICHELLE LOGAN DIR., COMMUNICATIONS 139620 0 20000 0 0 0 26975 0 22386 0 208981 0 0 0 DARIUSH NIKPOURFARD EXECUTIVE DIRECTOR, NCPWB 148826 0 17000 0 0 0 27343 0 2801 0 195970 0 0 0 PART I, LINE 1A BOARD MEMBERS RECEIVE TAXABLE SPOUSE TRAVEL. EXECUTIVE MEMBERS RECEIVE TAXABLE SPOUSE TRAVEL AND TAX REIMBURSEMENTS. BOTH THE PRESIDENT AND PAST PRESIDENT RECEIVE MONTHLY STIPENDS FOR THEIR YEAR OF SERVICE AS PRESIDENT IN ADDITION TO THE SPOUSE TRAVEL AND TAX REIMBURSEMENTS. PART I, LINE 4B TIMOTHY J. BRINK PARTICIPATES IN A SECTION 457(B) DEFERRED COMPENSATION PLAN. MICHAEL DOLIM SPOUSE OF EXECUTIVE DIRECTOR, MSCA 10000 CONSULTANT - UPDATE MSCA RESOURCE 0 SALLY GENTILLE SPOUSE OF CEO (JOHN GENTILLE) 51000 COMMUNICATIONS CONSULTANT WEBSITE/SPEECHWRITING 0 FORM 990, PART VI, SECTION A, LINE 6 MCAA IS A MEMBERSHIP ORGANIZATION WHICH IS COMPRISED PRIMARILY OF MECHANCIAL CONTRACTING COMPANIES FROM ACROSS THE UNITED STATES. THERE IS ONLY ONE CLASS OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE MANUFACTURER SUPPLIER COUNCIL ELECT THEIR CHAIR AND CHAIR-ELECT WHO, IN TURN, ARE MEMBERS OF THE MCAA BOARD OF DIRECTORS. ALSO, MEMBERS OF THE ASSOCIATION EXECUTIVES COUNCIL ELECT THEIR CHAIR AND CHAIR-ELECT WHO, IN TURN, ARE MEMBERS OF THE MCAA BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B BY-LAW CHANGES RECOMMENDED BY THE BOARD OF DIRECTORS MUST BE APROVED BY THE GENERAL MEMBERSHIP AT THE ASSOCIATION'S ANNUAL BUSINESS MEETING. FORM 990, PART VI, SECTION B, LINE 10B THE ORGANIZATION HAS AFFILIATED LOCAL ASSOCIATIONS WHICH ARE INDEPENDENT. MCAA DOES NOT HAVE ANY CONTROL OR INFLUENCE OVER THEIR GOVERNANCE OR OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE COMMITTEE ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS AND MCAA EMPLOYEES ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO COMPLETE AND SIGN AN ACKNOWLEDGEMENT AND DISCLOSURE FORM. ALL COMPLETED FORMS, AS WELL AS ALL OTHER PERTINENT INFORMATION PROVIDED BY BOARD MEMBERS, ARE PROVIDED TO AND REVIEWED BY THE MCAA PRESIDENT AND CEO. ANY BOARD MEMBER WHO PRESENTS AN ACTUAL OR POTENTIAL CONFLICT OF INTERST IS RECUSED FROM PARTICIPATING IN DISUCSSIONS AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE PERFORMANCE OF MCAA'S CEO IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE, WHICH, IN TURN, ESTABLISHES HIS/HER SALARY. THE COMMITTEE USES COMPENSATION SURVEYS AS A FACTOR IN DETERMINING THE LEVEL OF COMPENSATION AND/OR SALARY INCREASES. UPON THE CONCLUSION OF ITS REVIEW, THE COMPENSATION COMMITTEE CHAIRMAN SENDS A LETTER TO THE CFO DOCUMENTING THE DECISION OF THE COMMITTEE, WHICH IS INCLUDED IN THE CEO'S PERSONNEL FILE. THE LAST COMPENSATION REVIEW PROCESS TOOK PLACE IN DECEMBER 2020. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF MCAA'S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST AT MCAA'S OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART XII, LINE 1: TO MORE ACCURATELY ACCOUNT FOR MEMBERSHIP DUES REVENUE, THE ORGANIZATION CHANGED ITS METHOD OF ACCOUNTING FROM MODIFIED CASH TO ACCRUAL DURING THE YEAR. MCAA POLITICAL ACTION COMMITTEE 1385 PICCARD DRIVE ROCKVILLE MD 20850 522188539 POLITICAL ACTIVITY MD 527 N/A MCAA 1 MCAA CHARITABLE FUND 1385 PICCARD DRIVE ROCKVILLE MD 50850 822684292 HUMANITARIAN ASSISTANCE & RELIEF DE 501(C)(3) LINE 7 MCAA 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 MCAA CHARITABLE FUND L 4452 FMV MCAA CHARITABLE FUND N 2437 FMV