2025-11-11T09:52:27-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 530114670 PLUMBING-HEATING-COOLING CONTRACTORS- NATIONAL ASSOCIATION PLUM 7032378100 180 S WASHINGTON STREET SUITE 100 FALLS CHURCH VA 220462943 MICHAEL AHEARN VP, FINANCE 7032378100 2025-11-11 1 0 FRANK SMITH P00639053 2022274000 2025-11-11 2024 2025-03-06 01:10:19Z PHCC NATIONAL ASSOCIATION CYNTHIA A SHERIDAN 180 S WASHINGTON STREET SUITE 100 FALLS CHURCH VA 220462943 5490193 0 X WWW.PHCCWEB.ORG X 1883 DE PHCC IS DEDICATED TO THE ADVANCEMENT AND EDUCATION OF THE PLUMBING AND HVACR INDUSTRY FOR THE HEALTH, SAFETY, AND COMFORT OF SOCIETY AND THE PROTECTION OF THE ENVIRONMENT. 20 18 26 25 21450 0 18477 38554 4414764 4386004 105550 125981 868397 921978 5407188 5472517 58523 117234 0 0 2911614 2662887 0 0 0 2684521 2897436 5654658 5677557 -247470 -205040 6254268 5946065 1490280 1086888 4763988 4859177 X PHCC IS DEDICATED TO THE ADVANCEMENT AND EDUCATION OF THE PLUMBING AND HVACR INDUSTRY FOR THE HEALTH, SAFETY, AND COMFORT OF SOCIETY AND THE PROTECTION OF THE ENVIRONMENT. 0 0 MEMBERSHIP SERVICES AND OTHER ACTIVITIES - PROVIDES THE MEMBERSHIP WITH BUSINESS AND FINANCIAL TOOLS THAT HELP COMPANIES TO IMPROVE THEIR BOTTOM LINE. IN ADDITION, WE ALSO PROVIDE THE FOLLOWING: 1. EDUCATION AND TRAINING OPPORTUNITIES FOR THE COMPANIES AND THEIR EMPLOYEES, 2. ASSIST IN THE DEVELOPMENT OF A QUALITY WORKFORCE FOR COMPANIES AND THE INDUSTRY THROUGH PHCC EDUCATION FOUNDATION, AND 3. KEEP THE NATIONAL, STATE, AND LOCAL CHAPTERS INFORMED OF PHCC'S PROACTIVE LEGISLATIVE AND REGULATORY INITIATIVES. THE PLUMBING HEATING COOLING CONTRACTORS NATIONAL ASSOCIATION OFFERS MEMBERS THE OPPORTUNITY TO ENROLL IN THREE ENHANCED SERVICE GROUPS - THE CONSTRUCTION CONTRACTORS' ALLIANCE (CCA), QUALITY SERVICE CONTRACTORS (QSC), AND THE UNION-AFFILIATED CONTRACTORS (UAC) - THAT MEET THE SPECIALIZED, GROWING NEEDS OF OUR MEMBERS. THE CCA HELPS NEW CONSTRUCTION CONTRACTORS SOLVE THE VERY SPECIFIC CHALLENGES THEY FACE. CCA'S PROGRAMS AND SERVICES ARE TARGETED TO TOWARD PHCC CONTRACTORS SPECIALIZING IN RESIDENTIAL, INDUSTRIAL, COMMERCIAL, AND INSTITUTIONAL CONSTRUCTION PROJECTS. QSC WAS ESTABLISHED IN IN 1994 FOR THOSE CONTRACTORS IN THE SERVICE AND REPAIR INDUSTRY LOOKING TO ADVANCE TO THE NEXT LEVEL. QSC ENHANCES BOTH THE INDUSTRY AND OUR MEMBERS' REPUTATION BY ORIGINATING AND DELIVERING TIMELY AND LIVELY PROFESSIONAL AND EDUCATIONAL TRAINING PROGRAMS. UAC WAS ESTABLISHED TO REPRESENT A UNIFIED VOICE FOR THE UNION CONTRACTORS WITHIN PHCC TO MAKE SURE THEIR SPECIAL NEEDS AND CONCERNS ARE REPRESENTED. UAC WORKS TO MAINTAIN AND NURTURE A WORKING RELATIONSHIP WITH THE UNITED ASSOCIATION AND PROVIDE ITS MEMBERS WITH NEW UP-TO-DATE NATIONAL LABOR AGREEMENTS AND TRAINING PROGRAMS CONVENTIONS AND BUSINESS MEETINGS: THE ANNUAL CONVENTION PROVIDES COMPANIES AND INDIVIDUALS AN OPPORTUNITY TO NETWORK AND ATTEND EDUCATION AND BUSINESS SESSIONS. THE EVENT PROVIDES A CONDUCIVE ATMOSPHERE FOR THE EXCHANGE OF IDEAS, NEW INNOVATIONS, AND SHARING OF INFORMATION AMONG CONTRACTORS, MANUFACTURERS, SUPPLIERS, AND OTHER INDUSTRY PARTNERS. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 59 0 1 26 1 1 1 0 0 0 1 0 0 0 0 X 20 18 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X THE ASSOCIATION 7032378100 180 S WASHINGTON STREET SUITE 100 FALLS CHURCH VA 220462943 DAN CALLIES PRESIDENT 1.00 1.00 X X 3600 0 0 KEN SMITH VICE PRESIDENT 1.00 1.00 X X 0 0 0 JASON PRITCHARD PRESIDENT-ELECT 1.00 1.00 X X 2400 0 0 DON POWERS PNO (TO 10/2024) 1.00 0.00 X X 2400 0 0 TYLER ARNDT SECRETARY 1.00 1.00 X X 0 0 0 JOSEPH CORNETTA PAST PRESIDENT (TO 10/2024) 1.00 1.00 X X 7200 0 0 HUNTER BOTTO DIRECTOR (TO 10/2024) 1.00 1.00 X 0 0 0 MIKE DOLAN DIRECTOR 1.00 0.00 X 0 0 0 DAVE FRAME DIRECTOR 1.00 1.00 X 0 0 0 MARTY GIEBELHAUS DIRECTOR 1.00 0.00 X 0 0 0 DENNIS HAMON DIRECTOR 1.00 0.00 X 0 0 0 DOUG HUGHES DIRECTOR 1.00 0.00 X 0 0 0 BRETT KALTVEDT DIRECTOR 1.00 0.00 X 0 0 0 JORDAN KRAHENBUHL DIRECTOR 1.00 0.00 X 0 0 0 ERIC MAXON DIRECTOR 1.00 0.00 X 0 0 0 DEIDRA MCELROY DIRECTOR 1.00 0.00 X 0 0 0 ADAM MENY DIRECTOR 1.00 0.00 X 0 0 0 JONATHAN MOYER DIRECTOR 1.00 1.00 X 0 0 0 SCOTT TESON DIRECTOR 1.00 0.00 X 0 0 0 RICK THOMASON DIRECTOR 1.00 0.00 X 0 0 0 KEVIN TINDALL CHAIR ED FDN (TO 10/2024) 1.00 2.00 X 0 0 0 DOUG TURNER DIRECTOR 1.00 0.00 X 0 0 0 JEFFREY VOSS DIRECTOR 1.00 0.00 X 0 0 0 JOE WHITNEY DIRECTOR 1.00 0.00 X 0 0 0 CINDY SHERIDAN CEO 39.00 1.00 X 258577 0 25944 MICHAEL AHEARN VP, FINANCE 39.00 1.00 X 170220 0 8093 DAN QUINONEZ COO, FDN EXEC. DIRECTOR 1.00 39.00 X 171049 0 14938 ELICIA MAGRUDER VP, BUS DEVELOPMENT 40.00 0.00 X 164566 0 14305 BETH DOBKIN DIR, BUS. COACHING 40.00 0.00 X 143401 0 21267 KIM DRESSER SR DIR, MEMBER SERVICES 40.00 0.00 X 138349 0 27950 MARK VALENTINI DIR, LEG. AFFAIRS 40.00 0.00 X 131218 0 22546 CHARLOTTE PERHAM VP, COMMS & MKT 40.00 0.00 X 119984 0 19215 1312964 0 154258 13 0 1 0 CM EVENT SOLUTIONS 5500 CHEROKEE AVE SUITE 550 ALEXANDRIA VA 22312 CONFERENCE MGMT 141034 CENTERPLATE 2100 RICHARD ARRINGTON BLVD NORTH BIRMINGHAM AL 35203 FOOD SERVICE - CONFERENCE 137844 TXBT 18820 ROBERTS RD HOCKLEY TX 77447 A/V - CONFERENCE 119929 3 38554 38554 MEMBERSHIP DUES 900099 2257328 2257328 CONVENTIONS & MEETINGS 900099 1842859 599742 1243117 COACHING REVENUE 900099 202013 202013 EDUCATIONAL SEMINARS 900099 62354 62354 PUBLICATIONS 541800 21450 0 21450 4386004 125981 125981 357109 357109 198378 17676 180702 180702 180702 REIMBURSEMENTS 900099 362455 362455 OTHER REVENUE 900099 21712 21712 384167 5472517 3121437 21450 2291076 86735 30499 664423 1644322 41975 146016 166151 6345 31148 507124 66027 306104 244401 159081 324674 859746 114513 39763 REIMBURSED EXPENSES 154051 DUES & SUBSCRIPTIONS 63335 OTHER EXPENSE 12844 RECRUITMENT 3207 5073 5677557 591017 438907 204385 47254 361287 254064 375234 240744 4463482 3797855 713052 665627 3984605 4224836 24688 74633 6254268 5946065 870007 602947 292749 474625 301483 0 26041 9316 1490280 1086888 X 4718779 4816968 45209 42209 4763988 4859177 6254268 5946065 -205040 300229 0 X 0 1 X 1 0 0 0 1 2257328 33283 -960752 -927469 112866 -200000 -840335 244421 244421 1137531 1137531 0 1473814 1157077 316737 454725 453145 1580 1152991 1050102 102889 665627 DUE TO AFFILIATES 9316 9316 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN FASB ASC TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2024 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS, AND THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. AS OF DECEMBER 31, 2024, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. 1 PHCC EDUCATIONAL FOUNDATION 180 SOUTH WASHINGTON STREET FALLS CHURCH VA 22046 541396371 501(C)(3) 6000 0 GENERAL SUPPORT BOLTON CONSTRUCTION AND SERVICE OF WNC INC 1623 OLD LOUISBURG RD RALEIGH NC 27604 710922928 6185 0 DISASTER RELIEF ASSOCIATION EXECUTIVES COUNCIL 4072 MOUNT ROAD ASTON PA 19014 933924538 501(C)(6) 60777 0 GENERAL SUPPORT 1 2 SCHOLARSHIPS 18 30499 X X X 0 0 0 CINDY SHERIDAN CEO 246475 0 12102 0 0 0 10413 0 15531 0 284521 0 0 0 DAN QUINONEZ COO, FDN EXEC. DIRECTOR 165997 0 5052 0 0 0 6859 0 8079 0 185987 0 0 0 ELICIA MAGRUDER VP, BUS DEVELOPMENT 88891 0 75675 0 0 0 6744 0 7561 0 178871 0 0 0 MICHAEL AHEARN VP, FINANCE 165168 0 5052 0 0 0 6758 0 1335 0 178313 0 0 0 KIM DRESSER SR DIR, MEMBER SERVICES 108751 0 29598 0 0 0 5612 0 22338 0 166299 0 0 0 BETH DOBKIN DIR, BUS. COACHING 128639 0 14762 0 0 0 5770 0 15497 0 164668 0 0 0 MARK VALENTINI DIR, LEG. AFFAIRS 131110 0 108 0 0 0 0 0 22546 0 153764 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THE FOLLOWING CLASSES OF MEMBERSHIP: ACTIVE MEMBERS, INTRODUCTORY MEMBERS, LIFE MEMBERS, INTERNATIONAL MEMBERS, HONORARY MEMBERS, RETIRED MEMBERS, INDUSTRY ASSOCIATE MEMBERS, AND PREFERRED AFFILIATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THERE SHALL BE A FIVE-MEMBER NOMINATING COMMITTEE COMPOSED OF FOUR PAST NATIONAL OFFICERS OR DIRECTORS, ONE FROM EACH ZONE, WHO SHALL BE APPOINTED BY THE EXECUTIVE COMMITTEE. THE CHAIRMAN OF THIS COMMITTEE SHALL BE THE MOST IMMEDIATE JUNIOR PAST PRESIDENT WHO IS WILLING AND ABLE TO SERVE. THE NOMINATING COMMITTEE SHALL HAVE THE SPECIFIC DUTY TO NOMINATE QUALIFIED CANDIDATES FOR THE OFFICES TO BE FILLED FOR VICE PRESIDENT, ZONE DIRECTOR, AND MANUFACTURER'S REPRESENTATIVE. DIRECTORS SHALL BE ELECTED BY A MAJORITY VOTE OF THE MEMBERS FROM THEIR RESPECTIVE SUBZONES. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING CATEGORIES OF MEMBERSHIP MAY ATTEND MEMBERSHIP MEETINGS, BUT MAY NOT VOTE NOR PROPOSE RESOLUTIONS OR AMENDMENTS TO THE BYLAWS: INTRODUCTORY MEMBERS, INTERNATIONAL MEMBERS, HONORARY MEMBERS, RETIRED MEMBERS, AND INDUSTRY ASSOCIATE MEMBERS. EACH LIFE MEMBER AND EACH REPRESENTATIVE OF AN ACTIVE MEMBER, WHOSE DUES ARE PAID FOR THE CURRENT TERM AND RECEIVED IN THE NATIONAL OFFICE PRIOR TO THE ANNUAL BUSINESS MEETING OF THE ASSOCIATION, SHALL BE ELIGIBLE TO VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990 IS REVIEWED BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS TO INFORM PRESIDENT & EXECUTIVE VICE PRESIDENT WHEN THEY COULD HAVE A CONFLICT OF INTEREST. THE BOARD WOULD ALSO HAVE TO ANNUALLY REPORT ALL CONFLICTS OF INTEREST TO THE PRESIDENT. THE POLICY REQUIRES BOARD MEMBERS TO REMOVE THEMSELVES FROM CONVERSATIONS AND VOTES ON TOPICS WITH WHICH THEY MAY HAVE A CONFLICT OF INTEREST. 1. TRUSTEES, OFFICERS, AND EXEMPT EMPLOYEES HAVE A DUTY TO THE ASSOCIATION TO BE ENTIRELY FREE FROM THE INFLUENCE OF ANY PERSONAL CONSIDERATIONS WHEN NEGOTIATING FOR THE ASSOCATION WITH THIRD PARTIES, MAKING RECOMMENDATION WITH RESPECT TO SUCH NEGOTIATIONS, OR PASSING JUDGMENT ON SUCH NEGOTIATIONS. 2. TRUSTEES, OFFICERS AND EXEMPT EMPLOYEES SHALL PERFORM THE RESPONSIBILITIES OF THEIR POSITION SOLELY ON THE BASIS OF WHAT IS IN THE BEST INTEREST OF THE ASSOCIATION AND WHOLLY FREE FROM INFLUENCE OF PERSONAL CONSIDERATIONS OR RELATIONSHIPS. 3. THE REQUIREMENTS OF FREEDOM FROM CONFLICT OF INTEREST SET FORTH IN THIS POLICY APPLY WITH EQUAL FORCE TO THE SPOUSE, CHILDREN, AND OTHER CLOSE RELATIVES OF EACH TRUSTEE, OFFICER, AND EXEMPT EMPLOYEE. 4. THE PRESIDENT & EXECUTIVE VICE PRESIDENT OF THE ASSOCIATION HAS THE ULTIMATE AUTHORITY AND RESPONSIBILITY TO DETERMINE APPLICABILITY OF THIS POLICY TO THE FACT SITUATION OF EACH TRUSTEE, OFFICER, AND EXEMPT EMPLOYEE AND DECISIONS AS TO THE CORRECTIVE MEASURES AND DISCIPLINARY ACTION IN THE ENFORCEMENT OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 A SALARY SURVEY IS PREPARED BY INDEPENDENT RESOURCES EVERY 2 YEARS TO UPDATE PHCC SALARIES BASED ON THE WASH METRO AREA. INCLUDED IN THE SURVEY ARE SALARIES FOR ALL EMPLOYEES, INCLUDING THE CEO. THE EXECUTIVE COMMITTEE DETRMINES FROM THE SURVEY THE CONTRACTUAL SALARY AMOUNT OFFERED TO THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC BUT ARE MADE AVAILABLE TO MEMBERS VIA THE WEBSITE AND/OR ON REQUEST. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO MEMBERS OF ALL COMMITTEES AND THE BOARD. PLUMBING-HEATING-COOLING CONTRACTORS NATIONAL ASSOCATION EDUCATIONAL FDN 180 S WASHINGTON ST FALLS CHURCH VA 22046 541396371 TO PROVIDE EDUCATIONAL PROGRAMS IN THE PLUMBING AND PIPING INDUSTRY DC 501(C)(3) LINE 7 PHCC 1 PLUMBING-HEATING-COOLING CONTRACTORS NATIONAL ASSOCATION PAC 180 S WASHINGTON ST FALLS CHURCH VA 22046 521304783 TO MAKE POLITICAL CONTRIBUTIONS TOWARDS THE ADVANCEMENT OF PLUMBING VA 527 PHCC 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 PHCC ED FOUNDATION O 185987 COST PHCC ED FOUNDATION Q 208404 COST