HEATING AIR CONDITIONING & REFRIGERATION WHOLESALERS ASSOC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HEATING AIR CONDITIONING & REFRIGERATION WHOLESALERS ASSOC (EIN 03-0443301)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201733129349301003
- Schema version
- 2016v3.0
- 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 | 2017-11-08T09:11:14-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT D MCCURDY CPA | PreparerPersonNm |
| PTIN | P00086054 | PTIN |
| Phone | 6149512298 | PhoneNum |
| Preparation | 2017-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 489524A49916DF07C16D8A6D83D47283B4068934 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 673A9E3845763193051B516C9040E12A4953D604 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $4,057,986 | 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 | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Gross UBI | $17,410 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$39,034 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,697,441 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,995,737 | CYProgramServiceRevenueAmt |
| PY Investment Income | $108,670 | PYInvestmentIncomeAmt |
| CY Investment Income | $85,153 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$25,309 | PYOtherRevenueAmt |
| CY Other Revenue | -$22,904 | CYOtherRevenueAmt |
| PY Total Revenue | $3,780,802 | PYTotalRevenueAmt |
| CY Total Revenue | $4,057,986 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,341,304 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,453,156 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,163,286 | PYOtherExpensesAmt |
| CY Other Expenses | $2,570,980 | CYOtherExpensesAmt |
| PY Total Expenses | $3,504,590 | PYTotalExpensesAmt |
| CY Total Expenses | $4,024,136 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $276,212 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,850 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,151,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,139,622 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $572,381 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,509,485 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,579,606 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,630,137 | 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 |
| Desc | CONVENTION, CONFERENCES AND MEETINGS FOR MEMBERS PROVIDING EDUCATIONAL AND PROMOTIONAL SERVICES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION & TRAINING SERVICES - PROVIDES CONTINUINING EDUCATION AND SELF STUDY COURSE FOR MEMBERS ALONG WITH RELATED ACCREDITATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPECIAL PROJECTS - INCLUDED STATISTICAL SURVEY ANALYSIS, SALES FORECASTING, AND INVENTORY MANAGEMENT PROGRAMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,024,136 | ExpenseAmt |
| Desc | OTHER MEMEBER SERVICES - PROVIDED BY ADMINISTRATIVE STAFF. MEMBERS SERVED INCLUDE WHOLESALER ORGANIZATIONS AND MANUFACTURERS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,024,136 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $4,024,136 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (true) | 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 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43235 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| WILLIAM BERGAMINI | ||||||
| PAST PPRESID | Yes (X) | $0 | $0 | $0 | ||
| PETER GOULD | ||||||
| MFR. REP. AD | Yes (X) | $0 | $0 | $0 | ||
| DAVE SHINGLETON | ||||||
| SUPPLIER ADV | Yes (X) | $0 | $0 | $0 | ||
| JEFF CHERIF | ||||||
| SUPPLIER ADV | Yes (X) | $0 | $0 | $0 | ||
| TOM BOUTETTE | ||||||
| DIR - CANADI | Yes (X) | $0 | $0 | $0 | ||
| ANDREW BARTON | ||||||
| WESTERN REGI | Yes (X) | $0 | $0 | $0 | ||
| LARRY PLOCHECK | ||||||
| DIR - SOUTHW | Yes (X) | $0 | $0 | $0 | ||
| SCOTT LARSON | ||||||
| DIR - CENTRA | Yes (X) | $0 | $0 | $0 | ||
| LARRY TRIMBACH | ||||||
| DIR - GREAT | Yes (X) | $0 | $0 | $0 | ||
| CHRIS WARE | ||||||
| DIR - SOUTHE | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SENTER | ||||||
| DIR - MID AT | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH FERNANDEZ | ||||||
| DIR - NORTHE | Yes (X) | $0 | $0 | $0 | ||
| THOMAS ROBERTS | ||||||
| PRESIDENT - | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MEIER | ||||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 | ||
| TROY MEACHUM | ||||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | ||
| BRIAN PEIRCE | ||||||
| SECRETARY/TR | Yes (X) | $0 | $0 | $0 | ||
| TALBOT GEE | ||||||
| CEO | $266,500 | $0 | $29,334 | 40.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $266,500 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $29,334 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 | ITS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUNDIAL AVENUE SUITE 150 W | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | BENCHMARKING | ServicesDesc |
| Compensation | $137,051 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | BusinessBusinessCd |
|---|---|---|---|
| CONVENTION & BUSINESS CONFER | $2,108,159 | $2,108,159 | |
| MEMBER DUES | $1,229,268 | $1,229,268 | 900099 |
| EDUCATION & TRAINING COURSES | $309,749 | $309,749 | 611430 |
| BENCHMARKING | $248,437 | $248,437 | 519100 |
| ADVOCACY | $52,965 | $52,965 | 511120 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,159 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,845 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $40,314 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,995,737 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,083 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,083 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,070 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,070 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,070 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $62,070 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 FROM LLC - 35% OWNER | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | -$22,904 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$22,904 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$22,904 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,057,986 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,040,576 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $17,410 | UnrelatedBusinessRevenueAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,500 | TotalAmt |
| Program Services | $266,500 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $879,701 | TotalAmt |
| Program Services | $879,701 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,320 | TotalAmt |
| Program Services | $42,320 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,673 | TotalAmt |
| Program Services | $188,673 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,962 | TotalAmt |
| Program Services | $75,962 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,403 | TotalAmt |
| Program Services | $1,403 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,754 | TotalAmt |
| Program Services | $9,754 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,792 | TotalAmt |
| Program Services | $58,792 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,015 | TotalAmt |
| Program Services | $51,015 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,462 | TotalAmt |
| Program Services | $35,462 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,172 | TotalAmt |
| Program Services | $63,172 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,497 | TotalAmt |
| Program Services | $325,497 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,384 | TotalAmt |
| Program Services | $139,384 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,299,642 | TotalAmt |
| Program Services | $1,299,642 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230 | TotalAmt |
| Program Services | $230 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,989 | TotalAmt |
| Program Services | $59,989 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,063 | TotalAmt |
| Program Services | $10,063 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BENCHMARKING | $147,338 | $147,338 |
| EDUCATION & TRAINING | $144,481 | $144,481 |
| GOVERNMENT RELATIONS | $94,222 | $94,222 |
| BANK & CREDIT CARD FEES | $71,377 | $71,377 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,159 | TotalAmt |
| Program Services | $59,159 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,024,136 | TotalAmt |
| Program Services | $4,024,136 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,167 | BOYAmt |
| EOY | $367,722 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,454 | BOYAmt |
| EOY | $951,903 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,769 | BOYAmt |
| EOY | $214,927 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,771 | BOYAmt |
| EOY | $230,544 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $269,517 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $71,106 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,149 | BOYAmt |
| EOY | $198,411 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,054,420 | BOYAmt |
| EOY | $1,174,762 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,257 | BOYAmt |
| EOY | $1,353 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,151,987 | BOYAmt |
| EOY | $3,139,622 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,423 | BOYAmt |
| EOY | $281,214 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $483,652 | BOYAmt |
| EOY | $1,187,914 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,306 | BOYAmt |
| EOY | $40,357 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,381 | BOYAmt |
| EOY | $1,509,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,579,606 | BOYAmt |
| EOY | $1,630,137 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,579,606 | BOYAmt |
| EOY | $1,630,137 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,151,987 | BOYAmt |
| EOY | $3,139,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $33,850 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,681 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| 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 | false | AgreeCarryoverPriorYearInd |
| Dues Assessments | $1,229,268 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $66,180 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $66,180 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $73,756 | AggregateReportedDuesNtcAmt |
| Taxable | -$7,576 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $46,288 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $2,314 | DepreciationAmt |
| Book Value | $43,974 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $186,887 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $53,649 | DepreciationAmt |
| Book Value | $133,238 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $36,342 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $15,143 | DepreciationAmt |
| Book Value | $21,199 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $198,411 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE OBLIGATIONS | $21,357 |
| DEFERRED RENT ABATEMENT | $19,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $40,357 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | COSTS INCURRED FOR LOBBYING ACTIVITIES ARE NONDEDUCTIBLE EXPENSES FOR THE ASSOCIATION. THE ASSOCIATION HAS ELECTED TO PAY THE PROXY TAX ON COSTS ASSOCIATED WITH THESE LOBBYING ACTIVITIES TO THE EXTENT THEY EXCEED THE PERCENTAGE OF ANNUAL DUES DEEMED NON-DEDUCTIBLE BY THE MEMBERS. IN GENERAL, THE ASSOCIATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN, ARE NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS BEFORE 2013. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TALBOT GEE | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $250,000 | BaseCompensationFilingOrgAmt |
| Other Compensation Filing Org | $16,500 | OtherCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $7,500 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $21,834 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $295,834 | TotalCompensationFilingOrgAmt |
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 AN EMPLOYMENT CONTRACT THAT IS APPROVED BY THE BOARD. PART II: THE COMPENSATION FOR TALBOT GEE FOR CALENDAR YEAR 2016 CAPTURES THE FOLLOWING: COLUMN B (I): BASE COMPENSTATION (250,000), (III): TRAVEL ALLOWANCE (9,750),PLUS EMPLOYER HSA CONTRIBUTIONS (6,750). COLUMN C: PROFIT SHARING CONTRIBUTION (7,500) MADE BY THE ASSOCIATION ON TALBOT GEE'S BEHALF. COLUMNN D: HEATLH INSURANCE (21,834) PAID BY THE ASSOCIATION ON TALBOT GEE'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 | OTHER MEMEBER SERVICES - PROVIDED BY ADMINISTRATIVE STAFF. MEMBERS SERVED INCLUDE WHOLESALER ORGANIZATIONS AND MANUFACTURERS |
| 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 | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|
| HARDI FOUNDATION | |
| N | DE MINIMIS AMOUNT |
| HARDI FOUNDATION | |
| O | DE MINIMIS AMOUNT |