2016-10-10T09:19:02-05:00 2015-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS RD STE 1500 RALEIGH NC 27609 990 2015-01-01 261558777 AIR-CONDITIONING HEATING AND REFRIGERATION INSTITUTE AIR- 7035248800 2111 WILSON BLVD NO 500 ARLINGTON VA 22201 STEPHANIE MURPHY CHIEF FINANCIAL OFFICER 7035248800 2016-10-07 1 JOHN HUSKINS P01081531 9197196400 2016-10-10 2015 2017-02-10 21:41:12Z STEPHEN YUREK 2111 WILSON BLVD NO 500 ARLINGTON VA 22201 41776590 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. 72 72 113 600 0 0 0 0 23090672 25719940 243588 1017984 222055 171818 23556315 26909742 0 0 0 0 8715286 9421310 0 0 0 17031157 16455214 25746443 25876524 -2190128 1033218 31074937 32420479 4669566 5759457 26405371 26661022 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 EDUCATION - 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. PUBLIC AFFAIRS - THIS DEPARTMENT MANAGES AHRI MEETINGS FOR OUR MEMBERS, COORDINATES THE ANNUAL AHR EXPO IN CONJUNCTION WITH ASHRAE AND IEC, WHILE AT THE SAME TIME PROMOTING THE ACCOMPLISHMENTS OF THE INDUSTRY. OTHER PROGRAM SERVICES INCLUDE SERVICES TO OUR MEMBERSHIP, ENGINEERING AND RESEARCH, AND THE GENERAL OPERATIONS OF THE ORGANIZATION. 0 0 0 1 0 0 0 0 0 1 0 0 0 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 28 0 1 113 1 0 0 0 0 1 1 0 X 72 72 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X STEPHANIE MURPHY 7035248800 2111 WILSON BLVD SUITE 500 ARLINGTON VA 22201 DENNIS APPEL DIRECTOR-AT-LARGE 1.00 X 0 0 0 GARY DEE DIRECTOR-AT-LARGE 1.00 X 0 0 0 MEGAN H FELLINGER DIRECTOR-AT-LARGE 1.00 X 0 0 0 JOHN GALYEN DIRECTOR-AT-LARGE 1.00 X 0 0 0 NICHOLAS GIUFFRE DIRECTOR-AT-LARGE 1.00 1.00 X 0 0 0 BILLAL HAMMOUD DIRECTOR-AT-LARGE 1.00 X 0 0 0 SHAWN INTAGLIATA DIRECTOR-AT-LARGE 1.00 X 0 0 0 BILL JOHNSON DIRECTOR-AT-LARGE 1.00 X 0 0 0 HAROLD M KARP DIRECTOR-AT-LARGE 1.00 X 0 0 0 DAVID LAGRAND DIRECTOR-AT-LARGE 1.00 X 0 0 0 MARK M MACCRACKEN DIRECTOR-AT-LARGE 1.00 X 0 0 0 ROBERT MCDONOUGH DIRECTOR-AT-LARGE 1.00 1.00 X 0 0 0 GARY S MICHEL DIRECTOR-AT-LARGE 1.00 X 0 0 0 CHRIS NELSON DIRECTOR-AT-LARGE 1.00 X 0 0 0 CHRIS E PEEL DIRECTOR-AT-LARGE 1.00 X 0 0 0 EARLE PFEFFERKORN DIRECTOR-AT-LARGE 1.00 X 0 0 0 DAVE REGNERY DIRECTOR-AT-LARGE 1.00 X 0 0 0 ROGER RICHMOND-SMITH DIRECTOR-AT-LARGE 1.00 X 0 0 0 RODNEY RUSHING DIRECTOR-AT-LARGE 1.00 X 0 0 0 MIKE G SCHWARTZ DIRECTOR-AT-LARGE 1.00 X 0 0 0 WILLIAM STEEL DIRECTOR-AT-LARGE 1.00 X 0 0 0 JOHN SWANN DIRECTOR-AT-LARGE 1.00 X 0 0 0 JOHN VANBUSKIRK DIRECTOR-AT-LARGE 1.00 X 0 0 0 KEVIN WHEELER DIRECTOR-AT-LARGE 1.00 X 0 0 0 JOHN H WHITE DIRECTOR-AT-LARGE 1.00 X 0 0 0 KEVIN BECKETT DIRECTOR-AT-LARGE; PRODUCT SECTION CHAIR 1.00 X 0 0 0 RICHARD N FOSTER DIRECTOR-AT-LARGE; PRODUCT SECTION CHAIR 1.00 X 0 0 0 RONALD PASSAFARO DIRECTOR-AT-LARGE; PRODUCT SECTION CHAIR 1.00 X 0 0 0 MARK BONCARDO PRODUCT SECTION CHAIR 1.00 X 0 0 0 LEO JOSEPH BROWN III PRODUCT SECTION CHAIR 1.00 X 0 0 0 BILL BUTLER PRODUCT SECTION CHAIR 1.00 X 0 0 0 SCOTT DESHETLER PRODUCT SECTION CHAIR 1.00 X 0 0 0 MARK W FLY PRODUCT SECTION CHAIR 1.00 X 0 0 0 W RYAN GEISTER PRODUCT SECTION CHAIR 1.00 X 0 0 0 ROBERT GLASS PRODUCT SECTION CHAIR 1.00 X 0 0 0 MARK HARRIS PRODUCT SECTION CHAIR 1.00 X 0 0 0 DOUG KEEPORTS PRODUCT SECTION CHAIR 1.00 X 0 0 0 DAVE KELLEY PRODUCT SECTION CHAIR 1.00 X 0 0 0 JOHN KUNZE PRODUCT SECTION CHAIR 1.00 X 0 0 0 BRAD LUDWIG PRODUCT SECTION CHAIR 1.00 X 0 0 0 KAREN MEYERS PRODUCT SECTION CHAIR 1.00 X 0 0 0 JOE PARSONS PRODUCT SECTION CHAIR 1.00 X 0 0 0 JERRY SIPES PRODUCT SECTION CHAIR 1.00 X 0 0 0 SUE WALKER PRODUCT SECTION CHAIR 1.00 X 0 0 0 CORY WEISS PRODUCT SECTION CHAIR 1.00 X 0 0 0 RONALD WOODBURY PRODUCT SECTION CHAIR 1.00 X 0 0 0 GREG ALCORN DIRECTOR-AT-LARGE FROM 9/2015 1.00 X 0 0 0 LARRY GOLEN DIRECTOR-AT-LARGE FROM 5/2015 1.00 X 0 0 0 ED GNIEWEK DIRECTOR-AT-LARGE FROM 9/2015 1.00 X 0 0 0 JOHN KRAMER DIRECTOR-AT-LARGE FROM 11/2015 1.00 X 0 0 0 KATHRYN MCCORD DIRECTOR-AT-LARGE FROM 12/2015 1.00 X 0 0 0 BRENT SCHROEDER DIRECTOR-AT-LARGE FROM 9/2015 1.00 X 0 0 0 ERIC BRODSKY PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 TOM BUSWELL PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 JOHN CARMACK PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 MARK CHAFFEE PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 VINCE FARGO PRODUCT SECTION CHAIR FROM 10/2015 1.00 X 0 0 0 KEN FONSTAD PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 BENJAMIN GOVER PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 NICHOLAS LEA PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 PAUL LINDAHL PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 ALOIS MALIK PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 KEVIN MERRITT PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 DARRELL SCHUH PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 RON SHEBIK PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 DARYL SHOWALTER PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 ROBERT WHITWELL PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 YOOLANDA WILLIAMS PRODUCT SECTION CHAIR FROM 9/2015 1.00 X 0 0 0 GARY CLARK DIRECTOR-AT-LARGE THRU 1/2015 1.00 X 0 0 0 DANIEL ELLIS DIRECTOR-AT-LARGE THRU 10/2015 1.00 X 0 0 0 ROBERT HUND DIRECTOR-AT-LARGE THRU 10/2015 1.00 X 0 0 0 DIANE IULIANO PICHO DIRECTOR-AT-LARGE THRU 11/2015 1.00 X 0 0 0 RICHARD SOPER DIRECTOR-AT-LARGE THRU 7/2015 1.00 X 0 0 0 CHARLES VINCENT AIELLO PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 PAUL DOPPEL PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 EUGENE FARIS PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 TREVOR HEGG PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 BRUCE HIERLMEIER PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 JOHN LAU PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 WILLIAM A MUDGE PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 MASSOUD NESHAN PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 MATT NOWAK PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 CARL REDNER PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 STEPHAN RICHTER PRODUCT SECTION CHAIR THRU 10/2015 1.00 X 0 0 0 WES ROAN PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 TIMOTHY SCHAMEL PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 MARC TARDIF PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 PETER TEIGE PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 KIRK VIGIL PRODUCT SECTION CHAIR THRU 10/2015 1.00 X 0 0 0 JAMES YORK PRODUCT SECTION CHAIR THRU 11/2015 1.00 X 0 0 0 DOUG YOUNG CHAIRMAN 1.00 1.00 X X 0 0 0 ED PURVIS IMMEDIATE PAST CHAIRMAN 1.00 1.00 X X 0 0 0 CHRISTOPHER DREW VICE CHAIRMAN 1.00 X X 0 0 0 RON DUNCAN TREASURER 1.00 X X 0 0 0 STEVEN R YUREK PRESIDENT & CEO 35.00 2.00 X 539106 0 47920 STEPHANIE MURPHY CHIEF FINANCIAL OFFICER 35.00 2.00 X 218911 0 66864 JOHN LANIER CHIEF OPERATING OFFICER 35.00 X 216142 0 44361 HENRY HWONG SENIOR VP OF TECHNICAL SERVICES AND COMMUNICATIONS 35.00 X 205464 0 54151 KARIM AMRANE SENIOR VP OF REGULATORY AND INTERNATIONAL 35.00 1.00 X 201674 0 38487 AMY SHEPHERD GENERAL COUNSEL 35.00 1.00 X 164533 0 30117 VASSILIS TRITSIS VP OF CERTIFICATION 35.00 X 181253 0 43266 CHRISTOPHER STONE SENIOR ADVISOR, PERFORMANCE TESTING 35.00 X 177811 0 29869 FRANCIS DIETZ VP OF PUBLIC AFFAIRS 35.00 X 160893 0 48457 WILLIAM FONG DIRECTOR, SOFTWARE DEVELOPMENT 35.00 X 154489 0 41717 JAMES WALTERS VP OF INTERNATIONAL 35.00 X 152171 0 44337 2372447 0 489546 27 0 1 0 INTERTEK TESTING SVC NA INC PO BOX 405176 ATLANTA GA 30384 CERTIFICATION LAB TESTING OF EQUIPMENT 7054029 KIRKLAND & ELLIS 655 15TH STREET NW WASHINGTON DC 20005 LEGAL SERVICES 522232 BRACEWELL & GIULIANI LLP PO BOX 848566 DALLAS TX 75284 PUBLIC RELATIONS CAMPAIGN AND ADVOCACY W 446113 WIDMEYER COMMUNICATIONS 1129 20TH STREET NW WASHINGTON DC 20036 PUBLIC RELATIONS CAMPAIGN 358515 SVAM INTERNATIONAL 233 EAST SHORE ROAD GREAT NECK NY 11023 SOFTWARE DEVELOPMENT SERVICES 339636 21 CERTIFICATION AND TESTING FEES 900099 14364892 14364892 MEMBERSHIP DUES 900099 6810131 6810131 EXPOSITION 900099 3312223 3312223 MEETINGS 900099 621524 501524 120000 SPECIAL PROJECTS 900099 356369 356369 254801 254801 25719940 610008 610008 110480 110480 15224582 50242 14866848 0 357734 50242 407976 407976 SUBLEASE INCOME 900099 60000 60000 OTHER INCOME 900099 1338 1338 61338 26909742 25599940 0 1309802 1827730 6326541 210778 544052 512209 459560 81214 200000 68965 1229207 192034 412158 1686281 927723 536679 1291997 270747 72894 EDUCATION/CERTIFICATION 7997245 SPECIAL PROJECTS 356370 RESEARCH 236683 LOBBY TAX 234942 200515 25876524 222427 2696452 570588 1530268 619781 750328 18866 272276 293291 4262750 2960235 778439 1302515 28577026 25835592 15534 12033 31074937 32420479 1832440 3056770 1934243 1971489 902883 731198 4669566 5759457 X 26405371 26661022 26405371 26661022 31074937 32420479 X 1033218 -713106 -22239 -42222 X 0 1 X 1 0 0 0 0 6810131 657505 657505 0 657505 1396245 967839 428406 1215080 1031632 183448 1651425 960764 690661 1302515 SECURITY DEPOSITS 8960 DEFERRED RENT 707938 DUE TO AFFILIATES 14300 731198 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, 2015. EAST ASIA AND THE PACIFIC PROGRAM SERVICES CONVENTIONS AND MEETINGS 354372 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES CONVENTIONS AND MEETINGS 242155 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES CONVENTIONS AND MEETINGS 27118 NORTH AMERICA PROGRAM SERVICES CONVENTIONS AND MEETINGS 48201 SOUTH AMERICA PROGRAM SERVICES CONVENTIONS AND MEETINGS 17375 SOUTH ASIA PROGRAM SERVICES CONVENTIONS AND MEETINGS 284266 SUB-SAHARAN AFRICA PROGRAM SERVICES CONVENTIONS AND MEETINGS 906 0 0 0 0 0 0 974393 0 974393 0 0 0 0 0 0 X X X X X 0 0 0 STEVEN R YUREK PRESIDENT & CEO 537812 0 0 0 1294 0 38500 0 9420 0 587026 0 0 0 STEPHANIE MURPHY CHIEF FINANCIAL OFFICER 204879 0 13000 0 1032 0 37200 0 29664 0 285775 0 0 0 JOHN LANIER CHIEF OPERATING OFFICER 199335 0 15000 0 1807 0 22779 0 21582 0 260503 0 0 0 HENRY HWONG SENIOR VP OF TECHNICAL SERVICES AND 204240 0 0 0 1224 0 36660 0 17491 0 259615 0 0 0 KARIM AMRANE SENIOR VP OF REGULATORY AND INTERNAT 192940 0 7000 0 1734 0 35580 0 2907 0 240161 0 0 0 AMY SHEPHERD GENERAL COUNSEL 154221 0 10000 0 312 0 27217 0 2900 0 194650 0 0 0 VASSILIS TRITSIS VP OF CERTIFICATION 180386 0 0 0 867 0 20680 0 22586 0 224519 0 0 0 CHRISTOPHER STONE SENIOR ADVISOR, PERFORMANCE TESTING 173511 0 3500 0 800 0 28000 0 1869 0 207680 0 0 0 FRANCIS DIETZ VP OF PUBLIC AFFAIRS 154000 0 6000 0 893 0 33300 0 15157 0 209350 0 0 0 WILLIAM FONG DIRECTOR, SOFTWARE DEVELOPMENT 139039 0 15000 0 450 0 16500 0 25217 0 196206 0 0 0 JAMES WALTERS VP OF INTERNATIONAL 143674 0 6000 0 2497 0 17380 0 26957 0 196508 0 0 0 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 11 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 AHRI'S IN-HOUSE GENERAL COUNSEL MONITORS THE PROCESS. FORM 990, PART VI, SECTION B, LINE 15 A COMPARABILITY STUDY IS PERFORMED AT LEAST 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 2016. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION RESPONDS TO REQUESTS FROM THE PUBLIC AS RECEIVED. FORM 990, PART XI, LINE 9: CHANGE IN BENEFIT OBLIGATION AND TERMINATION EXPENSE -42,222. AIR-CONDITIONING HEATING AND REFRIGERATION TECHNOLOGY INSTITUTE 2111 WILSON BLVD SUITE 500 ARLINGTON VA 22201 272342705 RESEARCH VA 501(C)(3) 7 N/A 0 CLIFFORD H TED REES SCHOLARSHIP FOUNDATION 2111 WILSON BLVD SUITE 500 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