HEATING AIR CONDITIONING & REFRIGERATION WHOLESALERS ASSOC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HEATING AIR CONDITIONING & REFRIGERATION WHOLESALERS ASSOC (EIN 03-0443301)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202443189349306774
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T14:10:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311401234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCURDY & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 ROBERTS RD | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030443301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATING AIRCONDITIONING & | BusinessNameLine1Txt |
| Business Name Line2 | REFRIGERATION DISTRIBUTORS INT'L | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAT | BusinessNameControlTxt |
| Phone | 6143454328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 HUTCHINSON AVE SUITE 550 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TALBOT GEE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6143454328 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT D MCCURDY CPA | PreparerPersonNm |
| PTIN | P00086054 | PTIN |
| Phone | 6149512284 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TALBOT GEE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 HUTCHINSON AVE SUITE 550 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,282,270 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.HARDINET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TRADE ASSOCIATION - TO PROMOTE THE INTERESTS OF THE WHOLESALE HEATING, AIRCONDITIONING AND REFRIGERATION INDUSTRY BY UNDERTAKING SUCH PROGRAMS, SERVICES AND ACTIVITIES AS ARE LAWFUL AND CONSISTENT WITH ITS MISSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,290,380 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,132,027 | CYProgramServiceRevenueAmt |
| PY Investment Income | $81,262 | PYInvestmentIncomeAmt |
| CY Investment Income | $88,816 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,371,642 | PYTotalRevenueAmt |
| CY Total Revenue | $7,220,843 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,160,214 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,578,153 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,545,010 | PYOtherExpensesAmt |
| CY Other Expenses | $3,937,567 | CYOtherExpensesAmt |
| PY Total Expenses | $5,705,224 | PYTotalExpensesAmt |
| CY Total Expenses | $6,515,720 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $666,418 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $705,123 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,554,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,443,558 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,290,444 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,873,619 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,263,640 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,569,939 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TRADE ASSOCIATION - TO PROMOTE THE INTERESTS OF THE WHOLESALE HEATING, AIRCONDITIONING AND REFRIGERATION INDUSTRY BY UNDERTAKING SUCH PROGRAMS, SERVICES AND ACTIVITIES AS ARE LAWFUL AND CONSISTENT WITH ITS MISSION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,951,247 | ExpenseAmt |
| Desc | CONVENTION, CONFERENCES AND MEETINGS FOR MEMBERS PROVIDING EDUCATIONAL AND PROMOTIONAL SERVICES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,584,285 | ExpenseAmt |
| Desc | SALARIES & BENEFITS - ALLOCATION OF ALL SALARIES AND BENEFITS FOR HARDI EMPLOYEES & OFFICERS THAT PRIMARILY RELATE TO THE PROGRAM SERVICE EXPENSES RELATING TO CONFERENCES AND OVERALL MEMBER SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $315,466 | ExpenseAmt |
| Desc | EDUCATION & TRAINING SERVICES - PROVIDES CONTINUINING EDUCATION AND SELF STUDY COURSE FOR MEMBERS ALONG WITH RELATED ACCREDITATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,128,370 | ExpenseAmt |
| Desc | ALL OTHER EXPENSES RELATED TO PROGRAM SERVICES TO MEMBERS FOR HEATING, AIR- CONDITIONING, REFRIGERATION, DISTRIBUTORS INTERNATIONAL (HARDI) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,128,370 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $4,979,368 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TALBOT GEE | PersonNm |
| Phone | 6143454328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 HUTCHINSON AVE SUITE 550 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43235 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| TALBOT GEE | ||||||||
| CEO | 40.00 | Yes (X) | $385,578 | $0 | $48,844 | |||
| ZACHARY PERGE | ||||||||
| VP OF DIST. | 40.00 | $223,574 | $0 | $9,953 | Yes (X) | |||
| NICHOLAS BENTON | ||||||||
| VP OF OPERAT | 40.00 | $131,816 | $0 | $15,861 | Yes (X) | |||
| MIHAELA CARMEN ANDREI | ||||||||
| DIRECTOR OF | 40.00 | $109,653 | $0 | $37,033 | Yes (X) | |||
| BRIAN LOFTUS | ||||||||
| MARKETING AN | 40.00 | $106,976 | $0 | $31,197 | Yes (X) | |||
| ALLISON GREENE | ||||||||
| MARKETING DI | 40.00 | $102,736 | $0 | $33,159 | Yes (X) | |||
| TIMOTHY FISHER | ||||||||
| DIRECTOR OF | 40.00 | $117,862 | $0 | $13,160 | Yes (X) | |||
| KEVIN BAXTER | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| BRIAN BLAUSHILD | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| MIKE GALLAGHER | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| LORAN LIU | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| DALE NORTON | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| LAUREN ROBERTS | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| RANDY ROBERTS | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| STEVE ROE | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| DEWIGHT WALLACE | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| RHONDA WIGHT | ||||||||
| BOARD CHAIR | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,178,195 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $189,207 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOENING STRATEGIES LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1721 RIGGS PL NW 2 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $234,082 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NETWORKING | 900099 | $3,663,340 | $3,663,340 |
| MEMBER DUES | 900099 | $2,327,193 | $2,327,193 |
| MARKET INTELLIGENCE | 519100 | $638,075 | $638,075 |
| TALENT | 611430 | $424,004 | $424,004 |
| OTHER INCOME | 511120 | $79,415 | $79,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,132,027 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $150,243 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $150,243 | RelatedOrExemptFuncIncomeAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,427 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$61,427 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$61,427 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$61,427 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,220,843 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,220,843 | RelatedOrExemptFuncIncomeAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,578 | TotalAmt |
| Program Services | $236,939 | ProgramServicesAmt |
| Management And General | $148,639 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,722,953 | TotalAmt |
| Program Services | $1,058,762 | ProgramServicesAmt |
| Management And General | $664,191 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,594 | TotalAmt |
| Program Services | $43,380 | ProgramServicesAmt |
| Management And General | $27,214 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,820 | TotalAmt |
| Program Services | $153,515 | ProgramServicesAmt |
| Management And General | $96,305 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,208 | TotalAmt |
| Program Services | $91,689 | ProgramServicesAmt |
| Management And General | $57,519 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,264 | TotalAmt |
| Program Services | $77,264 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,979 | TotalAmt |
| Program Services | $13,979 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,419 | TotalAmt |
| Program Services | $70,419 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,663 | TotalAmt |
| Management And General | $89,663 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,247 | TotalAmt |
| Program Services | $6,149 | ProgramServicesAmt |
| Management And General | $28,098 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,444 | TotalAmt |
| Management And General | $11,444 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,292 | TotalAmt |
| Program Services | $175,921 | ProgramServicesAmt |
| Management And General | $33,371 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,370 | TotalAmt |
| Program Services | $91,778 | ProgramServicesAmt |
| Management And General | $30,592 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,249 | TotalAmt |
| Program Services | $103,191 | ProgramServicesAmt |
| Management And General | $58,058 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,951,247 | TotalAmt |
| Program Services | $1,951,247 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,918 | TotalAmt |
| Management And General | $3,918 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,273 | TotalAmt |
| Program Services | $73,705 | ProgramServicesAmt |
| Management And General | $24,568 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,729 | TotalAmt |
| Management And General | $15,729 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EDUCATION & TRAINING | $315,466 | $315,466 | |
| BENCHMARKING | $260,630 | $260,630 | |
| GOVERNMENT RELATIONS | $255,334 | $255,334 | |
| OTHER | $247,043 | $247,043 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,515,720 | TotalAmt |
| Program Services | $4,979,368 | ProgramServicesAmt |
| Management And General | $1,536,352 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,454 | BOYAmt |
| EOY | $173,164 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,422,442 | BOYAmt |
| EOY | $3,133,405 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,910 | BOYAmt |
| EOY | $71,123 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,998 | BOYAmt |
| EOY | $420,248 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $684,477 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $488,467 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,283 | BOYAmt |
| EOY | $196,010 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,577,445 | BOYAmt |
| EOY | $3,005,691 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,328 | BOYAmt |
| EOY | $1,193,961 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,224 | BOYAmt |
| EOY | $249,956 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,554,084 | BOYAmt |
| EOY | $8,443,558 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,395,198 | BOYAmt |
| EOY | $1,671,818 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,006 | BOYAmt |
| EOY | $884,575 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,234 | BOYAmt |
| EOY | $140,461 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,006 | BOYAmt |
| EOY | $176,765 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,290,444 | BOYAmt |
| EOY | $2,873,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,263,640 | BOYAmt |
| EOY | $5,569,939 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,263,640 | BOYAmt |
| EOY | $5,569,939 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,554,084 | BOYAmt |
| EOY | $8,443,558 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $705,123 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $601,176 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (true) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $2,327,193 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $70,419 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $70,419 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $162,904 | AggregateReportedDuesNtcAmt |
| Taxable | -$92,485 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,916 | DepreciationAmt |
| Book Value | $22,372 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,785 | DepreciationAmt |
| Book Value | $10,503 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $554,901 | OtherCostOrOtherBasisAmt |
| Depreciation | $391,766 | DepreciationAmt |
| Book Value | $163,135 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $196,010 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIXED INCOME | Desc |
| Book Value | $1,193,961 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,193,961 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE OBLIGATIONS | Desc |
| Amt | $176,765 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $176,765 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $7,220,843 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $7,220,843 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,220,843 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,515,720 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,515,720 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,515,720 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| TALBOT GEE | ||||||
| CEO | $295,615 | $78,831 | $11,132 | $13,303 | $35,541 | $434,422 |
| ZACHARY PERGE | ||||||
| VP OF DIST. STRATEGI | $198,000 | $25,574 | $8,477 | $1,476 | $233,527 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART III | FormAndLineReferenceDesc |
| Explanation | BENEFITS PROVIDED TO OFFICERS AND KEY EMPLOYEES, PART I LINE 1A: THE ASSOCIATION PAID FOR TRAVEL EXPENSES FOR TALBOT GEE'S FAMILY AS AGREED UPON WITHIN HIS CONTRACT. THE CONTRACT STIPULATES THE MAXIMUM AMOUNT THAT CAN BE UTILIZED BY TALBOT GEE. PART I, LINE 3: TALBOT'S COMPENSATION IS SET IN A WRITTEN EMPLOYMENT CONTRACT THAT IS APPROVED BY THE BOARD. PART II: THE COMPENSATION FOR TALBOT GEE FOR CALENDAR YEAR 2023 CAPTURES THE FOLLOWING: COLUMN B (I): BASE COMPENSTATION (295,615), (II): BONUS COMPENSATION (78,831), (III): TRAVEL ALLOWANCE (20,000), LESS PRE TAX EE HSA DEDUCTION (7,250), LESS PRE-TAX MEDICAL(1,618). COLUMN C: PROFIT SHARING CONTRIBUTION (13,303) MADE BY THE ASSOCIATION ON TALBOT GEE'S BEHALF. COLUMNN D: HEATLH INSURANCE (39,959) PAID BY THE ASSOCIATION ON TALBOT GEE'S BEHALF, PLUS EMPLOYEE HSA CONTRIBUTIONS (6,800). THE COMPENSATION FOR ZACHARY PERGE FOR CALENDAR YEAR 2023 CAPTURES THE FOLLOWING: COLUMN B (I): BASE COMPENSTATION (198,000), (II): BONUS COMPENSATION (25,574) COLUMN C: PROFIT SHARING CONTRIBUTION (8,477) MADE BY THE ASSOCIATION ON ZACHARY PERGE'S BEHALF. COLUMNN D: HEATLH INSURANCE (1,476) PAID BY THE ASSOCIATION ON ZACHARY PERGE'S BEHALF. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | ALL OTHER EXPENSES RELATED TO PROGRAM SERVICES TO MEMBERS FOR HEATING, AIR- CONDITIONING, REFRIGERATION, DISTRIBUTORS INTERNATIONAL (HARDI) |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ORGANIZATION IS MADE UP OF MEMBERS WHO ELECT TO BECOME MEMBERS ON A YEARLY BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | VOTING MEMBERS ELECT THE BOARD OF DIRECTORS AND OFFICERS OF THE ASSOCIATION AT THE ANNUAL MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 7B | THE BOARD OF DIRECTORS SETS POLICIES AND SUPERVISES THE BUSINESS AND AFFAIRS OF THE ASSOCIATION; ACTION BY THE MEMBERS IS REQUIRED WHERE THE LAW OR BYLAWS REQUIRE AUTHORIZATION BY THE MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | GOVERNING MEMBERS RECEIVE AND REVIEW A COPY OF THE RETURN PRIOR TO FILING. ANY COMMENTS OR CHANGES ARE COMMUNICATED TO THE CHIEF EXECUTIVE OFFICER AND INCORPORATED INTO THE RETURN BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | IF ANY OFFICER OR DIRECTOR HAS A CONFLICT OF INTEREST WITH THE ASSOCIATION, HE OR SHE SHALL CALL SUCH CONFLICT TO THE ATTENTION OF THE BOARD OF DIRECTORS. AFTER INDENTIFYING THE ISSUE, MATTER OR TRANSACTION TO WHICH A CONFLICT EXISTS, AN OFFICER OR DIRECTOR SHALL WITHDRAW FROM ANY FURTHER INVOLVEMENT IN THAT ISSUE, UNLESS THE BOARD OF DIRECTORS DETERMINE THE CONFLICT IS IMMATERIAL OR NOT ADVERSE TO THE ASSOCIATION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS NEGOTIATED BY THE PRESIDENT OF THE BOARD OF DIRECTORS SUBJECT TO THE APPROVAL OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 15B | OTHER KEY EMPLOYEES' COMPENSATION IS NEGOTIATED BY THE CHIEF EXECUTIVE OFFICER. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND FOR INSPECTION AT THE ASSOCIATION'S OFFICE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDI FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 HUTCHINSON AVE SUITE 550 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382108052 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501C 3 | ExemptCodeSectionTxt |
| Public Charity Status | 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|
| HARDI FOUNDATION | |
| N | DE MINIMIS AMOUNT |
| HARDI FOUNDATION | |
| O | DE MINIMIS AMOUNT |
| HARDI FOUNDATION | |
| R | DE MINIMIS AMOUNT |
| HARDI FOUNDATION | |
| S | DE MINIMIS AMOUNT |