2020-11-11T11:06:23-06:00 2019-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2019-01-01 261558777 AIR-CONDITIONING HEATING AND REFRIGERATION INSTITUTE AIR- 7035248800 2311 WILSON BLVD NO 400 ARLINGTON VA 22201 STEPHEN YUREK PRESIDENT & CEO 7035248800 2020-11-11 1 J CALVIN MARKS P01226973 9197196400 34.206.232.202 2020-11-11 11:06:18 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 75F1779BA68A735F9CB0B3115F257B873EEC838E 2019 2021-04-22 16:20:28Z STEPHEN YUREK 2311 WILSON BLVD NO 400 ARLINGTON VA 22201 33565943 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. 15 15 140 500 0 -1500 0 0 30382617 32190435 853202 1072668 170840 201792 31406659 33464895 0 0 0 0 11606720 13485236 0 0 0 20224076 21558914 31830796 35044150 -424137 -1579255 53593497 53821291 23257273 21677949 30336224 32143342 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 GOVERNMENT RELATIONS - 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. MEMBERSHIP SERVICES - AHRI IS VIEWED AS A RESOURCE FOR INDUSTRY SHIPMENT DATA, EDUCATION AND WORKFORCE INFORMATION, AND RESEARCH. AHRI IS AN INDUSTRY POWERHOUSE, PROVIDING OUR MEMBERS WITH ONE INDUSTRY VOICE, BOTH DOMESTICALLY AND ABROAD. OTHER PROGRAM SERVICES INCLUDE ENGINEERING AND RESEARCH. 0 0 0 1 0 0 0 0 0 1 0 0 1 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 42 0 1 140 1 1 1 0 0 0 1 1 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X DONNA MORRIS 7035248800 2311 WILSON BLVD SUITE 400 ARLINGTON VA 22201 STEPHEN YUREK AHRI PRESIDENT & CHIEF EXECUTIVE OFFICER 35.00 2.00 X 636505 0 20853 JOHN LANIER SECRETARY AND CHIEF OPERATING OFFICER 35.00 2.00 X 330084 0 32083 HENRY HWONG SENIOR VICE PRESIDENT, STANDARDS & GLOBAL OPERATIO 35.00 1.00 X 266552 0 11360 CAROLINE DAVIDSON-HOOD GENERAL COUNSEL 35.00 X 265756 0 10623 VASSILIS TRITSIS VICE PRESIDENT, CERTIFICATION 35.00 X 228534 0 35066 WILLIAM FONG VICE PRESIDENT, INFORMATION TECHNOLOGY & DATA SERV 35.00 X 209651 0 30033 JIM WALTERS VICE PRESIDENT, INTERNATIONAL AFFAIRS 35.00 X 193822 0 25901 SAMANTHA SLATER SENIOR VICE PRESIDENT, GOVERNMENT AFFAIRS 35.00 X 199388 0 18483 CHRISTOPHER STONE CHIEF TESTING ADVISOR 35.00 X 202297 0 8900 MICHAEL WOODFORD VICE PRESIDENT, STANDARDS 35.00 X 190421 0 14930 FRANCIS DIETZ VICE PRESIDENT, PUBLIC AFFAIRS 35.00 X 195212 0 9197 WILLIAM STEEL CHAIRMAN 1.00 X X 0 0 0 CHRIS E PEEL IMM PAST CHAIR 1.00 1.00 X X 0 0 0 JOHN GALYEN VICE CHAIRMAN 1.00 X X 0 0 0 MIKE SCHWARTZ VICE CHAIRMAN 1.00 X X 0 0 0 RON DUNCAN TREASURER 1.00 X X 0 0 0 DENNIS APPEL DIRECTOR-AT-LARGE 1.00 X 0 0 0 GARY BEDARD DIRECTOR-AT-LARGE 1.00 X 0 0 0 BRUCE CARNEVALE DIRECTOR-AT-LARGE 1.00 1.00 X 0 0 0 MEGAN FELLINGER DIRECTOR-AT-LARGE 1.00 X 0 0 0 ELIZABETH HAGGERTY DIRECTOR-AT-LARGE 1.00 X 0 0 0 CHRIS NELSON DIRECTOR-AT-LARGE 1.00 X 0 0 0 BRENT SCHROEDER DIRECTOR-AT-LARGE 1.00 X 0 0 0 DONNY SIMMONS DIRECTOR-AT-LARGE 1.00 X 0 0 0 JOHN SWANN DIRECTOR-AT-LARGE 1.00 X 0 0 0 KEVIN WHEELER DIRECTOR-AT-LARGE 1.00 X 0 0 0 2918222 0 217429 35 0 1 0 INTERTEK TESTING SVC NA INC 3933 US RTE 11 CORTLAND NY 13045 LAB SERVICES 7884671 UL LLC 333 PFINGSTEN RD NORTHBROOK IL 60062 LAB SERVICES 1053310 BRACEWELL LLP 711 LOUISIANA ST SUITE 2300 HOUSTON TX 77002 PROFESSIONAL SERVICES 713490 HEFEI GENERAL MACHINERY NO 888 WEST CHANGJIANG RD HEFEI CH 230031 LAB SERVICES 671000 CSA GROUP PO BOX 74008295 CHICAGO IL 60674 LAB SERVICES 396397 22 CERTIFICATION AND TESTING FEES 900099 19810061 19810061 MEMBERSHIP DUES 900099 7529924 7529924 EXPOSITION 900099 3670978 3670978 MEETINGS 900099 524700 388700 136000 DIRECTORY 900099 467250 467250 187522 187522 32190435 944746 944746 77338 77338 228970 101048 127922 127922 127922 SUBLEASE INCOME 900099 120400 120400 4054 4054 124454 33464895 32054435 0 1410460 1981784 9195799 305748 1278345 723560 118686 114468 683623 39164 2206289 284459 340745 820438 1382699 991040 1650089 200000 1028895 88706 EDUCATION/CERTIFICATION 10758936 DUES AND SUBSCRIPTIONS 291087 TAXES & LICENSES 235884 SPECIAL PROJECTS 187915 135791 35044150 3565642 1689132 1339280 745759 1616752 1841951 146112 557793 6074102 2428332 4775191 3645770 28381850 32657754 13768670 12683132 53593497 53821291 2448037 2974743 4545954 2318085 16263282 16385121 23257273 21677949 X 30336224 32143342 30336224 32143342 53593497 53821291 X -1579255 3392919 -23450 16904 X 0 1 X 1 0 0 0 0 7529924 701639 701639 701639 2497258 346897 2150361 1490450 524205 966245 2086394 1557230 529164 3645770 OPERATING LEASE RIGHT-OF-USE ASSET 12181210 DEPOSITS 500000 DUE FROM AFFILIATES 1922 12683132 DEFERRED RENT 16340034 DUE TO AFFILIATES 36127 SECURITY DEPOSITS 8960 16385121 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, 2019. EAST ASIA & PACIFIC 0 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 1207000 EUROPE 0 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 549000 MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 252000 NORTH AMERICA 0 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 181000 SOUTH AMERICA 1 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 21000 SOUTH ASIA 0 0 PROGRAM SERVICES CONVENTIONS AND MEETINGS 308000 1 0 0 0 1 0 2518000 0 2518000 0 0 0 0 0 1 PART III ACCOUNTING METHOD: X X X X X 0 0 0 STEPHEN YUREK AHRI PRESIDENT & CHIEF EXECUTIVE OFF 506384 0 130121 0 0 0 11200 0 9653 0 657358 0 0 0 JOHN LANIER SECRETARY AND CHIEF OPERATING OFFICE 295084 0 35000 0 0 0 11200 0 20883 0 362167 0 0 0 HENRY HWONG SENIOR VICE PRESIDENT, STANDARDS & G 241552 0 25000 0 0 0 9680 0 1680 0 277912 0 0 0 CAROLINE DAVIDSON-HOOD GENERAL COUNSEL 240756 0 25000 0 0 0 8583 0 2040 0 276379 0 0 0 VASSILIS TRITSIS VICE PRESIDENT, CERTIFICATION 208534 0 20000 0 0 0 8600 0 26466 0 263600 0 0 0 WILLIAM FONG VICE PRESIDENT, INFORMATION TECHNOLO 184651 0 25000 0 0 0 8000 0 22033 0 239684 0 0 0 JIM WALTERS VICE PRESIDENT, INTERNATIONAL AFFAIR 173822 0 20000 0 0 0 7200 0 18701 0 219723 0 0 0 SAMANTHA SLATER SENIOR VICE PRESIDENT, GOVERNMENT AF 199388 0 0 0 0 0 8030 0 10453 0 217871 0 0 0 CHRISTOPHER STONE CHIEF TESTING ADVISOR 198297 0 4000 0 0 0 8000 0 900 0 211197 0 0 0 MICHAEL WOODFORD VICE PRESIDENT, STANDARDS 170421 0 20000 0 0 0 6840 0 8090 0 205351 0 0 0 FRANCIS DIETZ VICE PRESIDENT, PUBLIC AFFAIRS 175212 0 20000 0 0 0 7080 0 2117 0 204409 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 11B 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 THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY THAT COVERS EMPLOYEES, OFFICERS, AND DIRECTORS. EACH COVERED PERSON MUST REVIEW THE POLICY ANNUALLY WHILE OFFICERS AND DIRECTORS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT AND DISCLOSURE OF OTHER INTERESTS FORMS. IN-HOUSE GENERAL COUNSEL REVIEWS CONFLICTS WITH THE BEST INTERESTS OF AHRI AS THE SOLE CRITERIA. COVERED PERSONS WITH A CONFLICT SHOULD USE THEIR BEST JUDGEMENT AS TO WHETHER, AND WHAT EXTENT, THEY SHOULD RECUSE THEMSELVES FROM PARTICIPATION WITH RESPECT TO THE MATTER, AND WHETHER THEY SHOULD RESIGN FROM OFFICE OR POSITION. FORM 990, PART VI, SECTION B, LINE 15 A COMPARABILITY STUDY IS PERFORMED APPROXIMATELY 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 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION RESPONDS TO REQUESTS FROM THE PUBLIC AS RECEIVED. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE 16,904. AIR-CONDITIONING HEATING AND REFRIGERATION TECHNOLOGY INSTITUTE 2311 WILSON BLVD SUITE 400 ARLINGTON VA 22201 272342705 RESEARCH VA 501(C)(3) 7 N/A 0 CLIFFORD H TED REES SCHOLARSHIP FOUNDATION 2311 WILSON BLVD SUITE 400 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