HEATING AIR CONDITIONING & REFRIGERATION WHOLESALERS ASSOC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HEATING AIR CONDITIONING & REFRIGERATION WHOLESALERS ASSOC (EIN 03-0443301)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-10
- IRS object ID
- 201411919349300526
- Schema version
- 2013v3.1
- 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 | 2014-07-10T10:49:35-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 ROBERTS RD | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 & | BusinessNameLine1 |
| Business Name Line2 | REFRIGERATION DISTRIBUTORS INT'L | BusinessNameLine2 |
| 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 | 3455 MILL RUN DRIVE | AddressLine1 |
| Address Line2 | ROOM/SUITE 820 | AddressLine2 |
| City | HILLIARD | City |
| State | OH | State |
| ZIP Code | 43026 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TALBOT GEE | PersonNm |
| Person Title | EXEC. VP/COO | PersonTitleTxt |
| Phone | 6143454328 | PhoneNum |
| Signature | 2014-07-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT D MCCURDY CPA | PreparerPersonNm |
| PTIN | P00086054 | PTIN |
| Phone | 6149512298 | PhoneNum |
| Preparation | 2014-07-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | 3455 MILL RUN | AddressLine1 |
| City | HILLIARD | City |
| State | OH | State |
| ZIP Code | 43026 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,069,605 | 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 | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Gross UBI | $169,092 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$35,804 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,887,558 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,911,401 | CYProgramServiceRevenueAmt |
| PY Investment Income | $46,976 | PYInvestmentIncomeAmt |
| CY Investment Income | $183,306 | CYInvestmentIncomeAmt |
| PY Other Revenue | $948 | PYOtherRevenueAmt |
| CY Other Revenue | -$25,102 | CYOtherRevenueAmt |
| PY Total Revenue | $1,935,482 | PYTotalRevenueAmt |
| CY Total Revenue | $3,069,605 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $556,179 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,057,119 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,199,135 | PYOtherExpensesAmt |
| CY Other Expenses | $1,875,472 | CYOtherExpensesAmt |
| PY Total Expenses | $1,755,314 | PYTotalExpensesAmt |
| CY Total Expenses | $2,932,591 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $180,168 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $137,014 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,079,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,939,545 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $801,134 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,523,764 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,278,768 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,415,781 | 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 | $2,932,591 | 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 | $2,932,591 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,932,591 | 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 | false | 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 | 23 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | false | 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 | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| 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 | 3455 MILL RUN DRIVE | AddressLine1 |
| City | HILLIARD | City |
| State | OH | State |
| ZIP Code | 43026 | ZIPCode |
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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| WILLIAM BERGAMINI | |||||||
| PRESIDENT-EL | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH BOLES | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| TOM BOUTETTE | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| PETER GOULD | |||||||
| MANUFACT REP | Yes (X) | $0 | $0 | $0 | |||
| RUTH ANN DAVIS | |||||||
| SUPPLIER ADV | Yes (X) | $0 | $0 | $0 | |||
| SCOTT LARSON | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| ROYCE HENDERSON | |||||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL LUTHER | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| LARRY PLOCHECK | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| JODY MCGARRY | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MEIER | |||||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | |||
| LARRY TRIMBACK | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| BRIAN PEIRCE | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| THOMAS ROBERTS | |||||||
| SECRETARY/TR | Yes (X) | $0 | $0 | $0 | |||
| SAM ROTI | |||||||
| SUPPLIER ADV | Yes (X) | $0 | $0 | $0 | |||
| TALBOT GEE | |||||||
| EXEC. VP/COO | $234,836 | $0 | $23,866 | 40.00 | Yes (X) | ||
| BRIAN COBBLE | |||||||
| PAST PRESIDE | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $234,836 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $23,866 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONVENTION & BUSINESS CONFER | 561920 | $1,449,602 | $1,449,602 | |
| MEMBER DUES | 900099 | $1,055,124 | $1,055,124 | |
| EDUCATION & TRAINING COURSES | 611430 | $161,019 | $161,019 | |
| SALES FORECASTING | 519100 | $127,523 | $127,523 | |
| MAGAZINE REVENUE | 511120 | $66,671 | $66,671 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,462 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $51,462 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,911,401 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $150,724 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $150,724 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,582 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,582 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,582 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,582 | 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 | -$25,102 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$25,102 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$25,102 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,069,605 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,900,513 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $169,092 | UnrelatedBusinessRevenueAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,836 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,550 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,052 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,322 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,359 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,183 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,566 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,884 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,673 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,946 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,866 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,223 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,103 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,360 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,255 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,321 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,644 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,555 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BENCHMARKING | $158,709 |
| EDUCATION & TRAINING | $114,554 |
| GOVERNMENT RELATIONS | $109,864 |
| PROFESIONAL SERVICES | $60,521 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,245 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,932,591 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,508 | BOYAmt |
| EOY | $1,206,380 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,987 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,776 | BOYAmt |
| EOY | $181,891 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,050 | BOYAmt |
| EOY | $214,802 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $337,884 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $239,199 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,122 | BOYAmt |
| EOY | $98,685 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,188,459 | BOYAmt |
| EOY | $1,162,890 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $74,897 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,079,902 | BOYAmt |
| EOY | $2,939,545 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,686 | BOYAmt |
| EOY | $730,998 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,718 | BOYAmt |
| EOY | $749,169 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,730 | BOYAmt |
| EOY | $43,597 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801,134 | BOYAmt |
| EOY | $1,523,764 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,278,768 | BOYAmt |
| EOY | $1,415,781 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,278,768 | BOYAmt |
| EOY | $1,415,781 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,079,902 | BOYAmt |
| EOY | $2,939,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $137,014 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1 | OtherChangesInNetAssetsAmt |
| 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 | $1,055,124 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $44,015 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $44,015 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $47,481 | AggregateReportedDuesNtcAmt |
| Taxable | -$3,466 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $8,743 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $6,866 | DepreciationAmt |
| Book Value | $1,877 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $234,379 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $179,037 | DepreciationAmt |
| Book Value | $55,342 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $94,762 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $53,296 | DepreciationAmt |
| Book Value | $41,466 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $98,685 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE OBLIGATIONS | Desc |
| Amt | $43,597 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $43,597 | TotalLiabilityAmt |
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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| TALBOT GEE | ||||
| EXEC. VP/COO | $234,836 | $6,908 | $16,958 | $258,702 |
| BRIAN COBBLE | ||||
| PAST PRESIDENT | ||||
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. 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 FOR CALENDAR YEAR 2013 CAPTURES THE FOLLOWING: COLUMN B (I): W2 EARNINGS (230,000), PUCC EARNINGS (10,986), OTHER EARNINGS (250) OFFSET BY HIS HSA (6,400) FOR A TOTAL COMPENSATION OF 234,836. COLUMN C: PROFIT SHARING CONTRIBUTION MADE BY THE ASSOCIATION ON TALBOT'S BEHALF. COLUMNN D: HEATLH INSURANCE PAID BY THE ASSOCIATION ON TALBOT'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 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 EXECUTIVE VICE- PRESIDENT 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 EXECUTIVE VICE-PRESIDENT/CHIEF OPERATING 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 EXECUTIVE VICE- PRESIDENT. |
| 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. |
| FORM 990, PART XI, LINE 9 | ROUNDING 1 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDI FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3455 MILL RUN DRIVE | AddressLine1 |
| City | HILLIARD | City |
| State | OH | State |
| ZIP Code | 43026 | ZIPCode |
| 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 | 9 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| 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 |