2015-10-22T09:18:01-05:00 2014-12-31 521446779 JOHNSON LAMBERT LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2014-01-01 261558777 AIR-CONDITIONING HEATING AND REFRIGERATION INSTITUTE AIR- 7035248800 2111 WILSON BLVD NO 500 ARLINGTON VA 22201 STEPHANIE MURPHY CHIEF FINANCIAL OFFICER 7035248800 2015-10-20 1 JOHN HUSKINS P01081531 9197196400 2015-10-22 2014 2016-02-25 16:41:14Z STEPHEN YUREK 2111 WILSON BLVD NO 500 ARLINGTON VA 22201 35735224 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 93 600 0 0 0 0 21844930 23090672 3558744 243588 306143 222055 25709817 23556315 500 0 0 0 8220282 8715286 0 0 0 14296678 17031157 22517460 25746443 3192357 -2190128 34346299 31074937 6610857 4669566 27735442 26405371 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 25 0 1 93 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 DANIEL ELLIS 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 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 DAVID LAGRAND DIRECTOR-AT-LARGE 1.00 X 0 0 0 MARK M MACCRACKEN DIRECTOR-AT-LARGE 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 DIANE IULIANO PICHO 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 RICHARD SOPER DIRECTOR-AT-LARGE 1.00 X 0 0 0 WILLIAM STEEL 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 RONALD PASSAFARO DIRECTOR-AT-LARGE & PRODUCT SECTION CHAIR 1.00 X 0 0 0 RON DUNCAN DIRECTOR-AT-LARGE & PRODUCT SECTION CHAIR FROM 12/ 1.00 X 0 0 0 RICHARD N FOSTER DIRECTOR-AT-LARGE & PRODUCT SECTION CHAIR FROM 12/ 1.00 X 0 0 0 SUE WALKER PRODUCT SECTION CHAIR 1.00 X 0 0 0 CHARLES VINCENT AIELLO PRODUCT SECTION CHAIR 1.00 X 0 0 0 EUGENE FARIS PRODUCT SECTION CHAIR 1.00 X 0 0 0 MARK W FLY PRODUCT SECTION CHAIR 1.00 X 0 0 0 TREVOR HEGG PRODUCT SECTION CHAIR 1.00 X 0 0 0 BRUCE HIERLMEIER PRODUCT SECTION CHAIR 1.00 X 0 0 0 JOHN LAU PRODUCT SECTION CHAIR 1.00 X 0 0 0 WILLIAM A MUDGE PRODUCT SECTION CHAIR 1.00 X 0 0 0 MASSOUD NESHAN PRODUCT SECTION CHAIR 1.00 X 0 0 0 MATT NOWAK PRODUCT SECTION CHAIR 1.00 X 0 0 0 CARL REDNER PRODUCT SECTION CHAIR 1.00 X 0 0 0 STEPHAN RICHTER PRODUCT SECTION CHAIR 1.00 X 0 0 0 WES ROAN PRODUCT SECTION CHAIR 1.00 X 0 0 0 TIMOTHY SCHAMEL PRODUCT SECTION CHAIR 1.00 X 0 0 0 JERRY SIPES PRODUCT SECTION CHAIR 1.00 X 0 0 0 MARC TARDIF PRODUCT SECTION CHAIR 1.00 X 0 0 0 PETER TEIGE PRODUCT SECTION CHAIR 1.00 X 0 0 0 JAMES YORK PRODUCT SECTION CHAIR 1.00 X 0 0 0 PAUL DOPPEL PRODUCT SECTION CHAIR 1.00 X 0 0 0 GARY DEE DIRECTOR-AT-LARGE FROM 11/2014 1.00 X 0 0 0 MEGAN H FELLINGER DIRECTOR-AT-LARGE FROM 11/2014 1.00 X 0 0 0 BILLAL HAMMOUD DIRECTOR-AT-LARGE FROM 11/2014 1.00 X 0 0 0 ROBERT HUND DIRECTOR-AT-LARGE FROM 11/2014 1.00 X 0 0 0 JOHN VANBUSKIRK DIRECTOR-AT-LARGE FROM 11/2014 1.00 X 0 0 0 HAROLD M KARP DIRECTOR-AT-LARGE FROM 12/2014 1.00 X 0 0 0 JOHN SWANN DIRECTOR-AT-LARGE FROM 5/2014 1.00 X 0 0 0 GARY CLARK DIRECTOR-AT-LARGE FROM 5/2014; PRODUCT SECTION CHA 1.00 X 0 0 0 MARK BONCARDO PRODUCT SECTION CHAIR FROM 12/2014 1.00 X 0 0 0 BILL BUTLER PRODUCT SECTION CHAIR FROM 12/2014 1.00 X 0 0 0 SCOTT DESHETLER PRODUCT SECTION CHAIR FROM 12/2014 1.00 X 0 0 0 W RYAN GEISTER PRODUCT SECTION CHAIR FROM 12/2014 1.00 X 0 0 0 MARK HARRIS PRODUCT SECTION CHAIR FROM 12/2014 1.00 X 0 0 0 DOUG KEEPORTS PRODUCT SECTION CHAIR FROM 12/2014 1.00 X 0 0 0 DAVE KELLEY PRODUCT SECTION CHAIR FROM 12/2014 1.00 X 0 0 0 JOHN KUNZE PRODUCT SECTION CHAIR FROM 12/2014 1.00 X 0 0 0 BRAD LUDWIG PRODUCT SECTION CHAIR FROM 12/2014 1.00 X 0 0 0 KAREN MEYERS PRODUCT SECTION CHAIR FROM 12/2014 1.00 X 0 0 0 JOE PARSONS PRODUCT SECTION CHAIR FROM 12/2014 1.00 X 0 0 0 RONALD WOODBURY PRODUCT SECTION CHAIR FROM 12/2014 1.00 X 0 0 0 KIRK VIGIL PRODUCT SECTION CHAIR FROM 12/2014 1.00 X 0 0 0 CORY WEISS PRODUCT SECTION CHAIR FROM 12/2014 1.00 X 0 0 0 ROBERT GLASS PRODUCT SECTION CHAIR FROM 5/2014 1.00 X 0 0 0 KEVIN BECKETT PRODUCT SECTION CHAIR FROM 8/2014 1.00 X 0 0 0 GREG TOWSLEY PRODUCT SECTION CHAIR FROM 12/2014 THRU 12/2014 1.00 X 0 0 0 JAMES CONNOR DIRECTOR-AT-LARGE THRU 11/2014 1.00 X 0 0 0 THOMAS HEALY DIRECTOR-AT-LARGE THRU 11/2014 1.00 X 0 0 0 WILLIAM VALLETT DIRECTOR-AT-LARGE THRU 11/2014 1.00 X 0 0 0 ERIC ROBERTS DIRECTOR-AT-LARGE THRU 2/2014 1.00 X 0 0 0 DAVID SWIFT DIRECTOR-AT-LARGE THRU 4/2014 1.00 X 0 0 0 MICHAEL L SWIDERSKI DIRECTOR-AT-LARGE THRU 8/2014 1.00 X 0 0 0 THURMAN MELSON DIRECTOR-AT-LARGE THRU 8/2014; PRODUCT SECTION CHA 1.00 X 0 0 0 ERIC BRODSKY PRODUCT SECTION CHAIR THRU 11/2014 1.00 X 0 0 0 LEO JOSEPH BROWN III PRODUCT SECTION CHAIR THRU 11/2014 1.00 X 0 0 0 ROBERT R BROWN PRODUCT SECTION CHAIR THRU 11/2014 1.00 X 0 0 0 MARKO BRUINSMA PRODUCT SECTION CHAIR THRU 11/2014 1.00 X 0 0 0 CARTER DAVIS PRODUCT SECTION CHAIR THRU 11/2014 1.00 X 0 0 0 STEPHEN P MANDRACCHIA PRODUCT SECTION CHAIR THRU 11/2014 1.00 X 0 0 0 WILLIAM F MCQUADE PRODUCT SECTION CHAIR THRU 11/2014 1.00 X 0 0 0 BRYAN K ROCKY PRODUCT SECTION CHAIR THRU 11/2014 1.00 X 0 0 0 ANNE H SCHUERGER PRODUCT SECTION CHAIR THRU 11/2014 1.00 X 0 0 0 ROBERT TORBIN PRODUCT SECTION CHAIR THRU 11/2014 1.00 X 0 0 0 STEVE THOMPSON PRODUCT SECTION CHAIR THRU 12/2014 1.00 X 0 0 0 STEVE HUGHBANKS PRODUCT SECTION CHAIR THRU 12/2014 1.00 X 0 0 0 DAVID PRICE PRODUCT SECTION CHAIR THRU 3/2014 1.00 X 0 0 0 RON SPANGLER PRODUCT SECTION CHAIR THRU 3/2014 1.00 X 0 0 0 CARL DAVIDSON PRODUCT SECTION CHAIR THRU 5/2014 1.00 X 0 0 0 BRYAN SULLIVAN PRODUCT SECTION CHAIR THRU 8/2014 1.00 X 0 0 0 ED PURVIS CHAIRMAN FROM 12/2014; VICE CHAIRMAN THRU 11/2014 1.00 1.00 X X 0 0 0 ROBERT MCDONOUGH IMMEDIATE PAST CHAIR FROM 12/2014; CHAIRMAN THRU 1 1.00 1.00 X X 0 0 0 HARRY HOLMES IMMEDIATE PAST CHAIR THRU 11/2014 1.00 1.00 X X 0 0 0 DOUG YOUNG VICE CHAIRMAN FROM 12/2014; DIRECTOR-AT-LARGE THRU 1.00 X X 0 0 0 CHRISTOPHER DREW TREASURER 1.00 X X 0 0 0 STEVEN R YUREK PRESIDENT & CEO 35.00 2.00 X 522414 0 40272 STEPHANIE MURPHY CHIEF FINANCIAL OFFICER 35.00 2.00 X 207876 0 59231 DAVID CALABRESE SENIOR VP OF POLICY AND GENERAL COUNSEL/SECRETARY 35.00 1.00 X 212767 0 26986 HENRY HWONG SENIOR VP OF TECHNICAL SERVICES AND COMMUNICATIONS 35.00 X 205807 0 42515 KARIM AMRANE SENIOR VP OF REGULATORY AND INTERNATIONAL 35.00 4.00 X 180666 0 32583 JOHN LANIER CHIEF OPERATING OFFICER, NATE 35.00 X 189593 0 40681 VASSILIS TRITSIS VP OF CERTIFICATION 35.00 X 180740 0 47252 CHRISTOPHER STONE SENIOR ADVISOR, PERFORMANCE TESTING 35.00 X 170807 0 29156 BRADLEY SLATTEN DIRECTOR OF IT 35.00 X 147213 0 30154 FRANCIS DIETZ VP OF PUBLIC AFFAIRS 35.00 X 146735 0 35329 2164618 0 384159 20 0 1 0 INTERTEK TESTING SVC NA INC PO BOX 405176 ATLANTA GA 30384 CERTIFICATION LAB TESTING OF EQUIPMENT 7106006 WIDMEYER COMMUNICATIONS 1129 20TH STREET NW WASHINGTON DC 20036 PUBLIC RELATIONS CAMPAIGN 1411187 SOFTPROS INC 4470 CHAMBLEE DUNWOODY 230 ATLANTA GA 30338 PROGRAMMING, CERTIFICATION AND STATISTIC 431399 INTERACTIVE COMMUNICATIONS & SYSTEM INC 233 EAST SHORE ROAD SUITE 201 GREAT NECK NY 11023 PROGRAMMING, CERTIFICATION AND STATISTIC 293609 BEACON HILL STAFFING GROUP PO BOX 846193 BOSTON MA 02884 PROGRAMMING, CERTIFICATION AND STATISTIC 288589 11 CERTIFICATION AND TESTING FEES 900099 12841441 12841441 MEMBERSHIP DUES 900099 6440847 6440847 EXPOSITION 900099 2633369 2633369 MEETINGS 900099 630088 515588 114500 EDUCATION AND PUBLICATIONS 900099 273556 273556 271371 271371 23090672 743975 743975 102436 102436 11656288 11549262 607413 107026 -607413 -500387 -500387 51337 22234 29103 29103 SUBLEASE INCOME 900099 90000 90000 OTHER INCOME 900099 516 516 90516 23556315 23005275 0 551040 1531117 5986829 248383 459826 489131 159889 82271 157491 69272 1702922 681790 422266 1738227 946814 619651 1383016 521696 64380 EDUCATION/CERTIFICATION 7511896 RESEARCH 306828 SPECIAL PROJECTS 271371 LOBBY TAX 206533 184844 25746443 706115 222427 3502007 570588 620823 619781 41100 18866 252873 272276 3496696 2718257 1781777 778439 27441604 28577026 0 15534 34346299 31074937 2365312 1832440 3189989 1934243 1055556 902883 6610857 4669566 X 27735442 26405371 27735442 26405371 34346299 31074937 -2190128 892692 -32635 0 X 0 1 X 1 0 0 0 0 6440847 590517 590517 590517 1396246 816579 579667 1140918 972873 168045 959532 928805 30727 778439 SECURITY DEPOSITS 8960 DEFERRED RENT 885073 DUE TO AFFILIATES 8850 902883 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, 2014. EAST ASIA & PACIFIC 0 1 PROGRAM SERVICES CONVENTIONS AND MEETINGS 170840 EUROPE 0 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 124275 MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 53076 NORTH AMERICA 0 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 12200 SOUTH AMERICA 0 0 PROGRAM SERVICE CONVENTIONS AND MEETINGS 14601 SOUTH ASIA 0 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 19435 0 1 0 0 0 1 394427 0 394427 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION DID NOT WRITE ANY FOREIGN GRANTS IN 2014. PART I, LINE 3: THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO CALCULATE ALL FOREIGN EXPENDITURES. X X X X X 1 0 0 STEVEN R YUREK PRESIDENT & CEO 436172 0 85000 0 1242 0 32306 0 7966 0 562686 0 0 0 STEPHANIE MURPHY CHIEF FINANCIAL OFFICER 198882 0 8000 0 994 0 31480 0 27751 0 267107 0 0 0 DAVID CALABRESE SENIOR VP OF POLICY AND GENERAL COUN 54377 0 0 0 158390 0 6637 0 20349 0 239753 0 0 0 HENRY HWONG SENIOR VP OF TECHNICAL SERVICES AND 196691 0 8000 0 1116 0 25620 0 16895 0 248322 0 0 0 KARIM AMRANE SENIOR VP OF REGULATORY AND INTERNAT 172273 0 7000 0 1393 0 29893 0 2690 0 213249 0 0 0 JOHN LANIER CHIEF OPERATING OFFICER, NATE 178591 0 7500 0 3502 0 13485 0 27196 0 230274 0 0 0 VASSILIS TRITSIS VP OF CERTIFICATION 174912 0 5000 0 828 0 25647 0 21605 0 227992 0 0 0 CHRISTOPHER STONE SENIOR ADVISOR, PERFORMANCE TESTING 166034 0 4000 0 773 0 23800 0 5356 0 199963 0 0 0 BRADLEY SLATTEN DIRECTOR OF IT 144288 0 2500 0 425 0 21070 0 9084 0 177367 0 0 0 FRANCIS DIETZ VP OF PUBLIC AFFAIRS 142086 0 4000 0 649 0 24517 0 10812 0 182064 0 0 0 PART I, LINE 4A UPON HIS DEPARTURE FROM AHRI DAVE CALABRESE RECEIVED A PAYMENT OF $129,500. 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 2015. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION RESPONDS TO REQUESTS FROM THE PUBLIC AS RECEIVED. 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