Southwest Florida Plumbing Heating Cooling Contractors Inc
Nonprofit profile at a glance
- EIN
- 921760930
- IRS 990-EZ coverage
- 2024–2024
- Forms available
- Form 990 2023, Form 990-EZ 2024
- Location
- North Port, FL, USA
- Phone
- 9419775077
- Rating
- 57
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Professional Societies, Associations
Reported finances
- Revenue
- $50,904
- Expenses
- $68,367
- Assets
- $210,251
- Liabilities
- $10,011
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- KEN JACKSON (President)
People named in this filing
- KEN JACKSON (President)
- JOSH DALTON (Treasurer)
- PETER BOGACZ (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
1) The practical application of scientific knowledge to plumbing, heating, cooling, mechanical sheet metal work, temperature controls, process piping, fire sprinkler systems, boilers and related mechanical work.2) The encouragement of sanitary and safety laws and the better enforcement thereof.3) The improvement of plumbing systems and the applied elements thereof: plumbing and related materials, fixtures, and appliances, for the improvement of heating and cooling equipment, accessories and related work.4) The encouragement of education of the members in conducting the plumbing, heating, cooling mechanical industry as business in accordance with sound business principles.5) The encouragement of open and free communications among all segments of the plumbing, heating, cooling mechanical industry.6) The establishment furtherance, and improvement of training programs for apprentices and other employees.7) The promotion of technical studies education, public relations, research, and other
What it reported doing in 2024
The SWFL PHCC has successfully organized and conducted annual workshops, seminars, and a certification training sessions for its members and non-members. The association regularly facilitated dinner meetings to provide a platform for networking, brainstorming solutions, and fostering collaboration among industry professionals. We provided ongoing efforts to educate members about best practices, emerging trends, and innovative approaches to conducting business in a manner that benefits both customers and contractors.The association worked to strengthen its relationship efforts on behalf of its members by actively engaging inspectors, and other stakeholders on a local, state, and national level, regarding relevant updates, regulations, and industry changes. We participating in industry forums and advisory panels, that support the interests of plumbing, heating, and cooling contractors.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 45
- Transparency & Controls: 82
- Sustainability: 39
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 49.8%; rating input score 50
- Program expense ratio: 37.1%; rating input score 37
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -34.3%; rating input score 17; 17th percentile among comparable filings
- Total-asset coverage ratio: 3.08; rating input score 75; 75th percentile among comparable filings
- Liabilities to assets ratio: 0.05; rating input score 21; 21st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -137.6% per year; rating input score 0; 1st percentile among comparable filings
- Asset growth: -8.8% per year; rating input score 0; 18th percentile among comparable filings
Details
- Where the money goes: 49.8% of revenue deployed · 37.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $25K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 50/100.
- Moderate — Financial Efficiency: Program expense ratio scored 37/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 17/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 21/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.