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Plumbing-Heating-Cooling Contractors—National Association Educational Foundation 1

2015 | 2016 ANNUAL REPORT

Measure of Change

PLUMBING-HEATING-COOLING CONTRACTORS — NATIONAL ASSOCIATION

EDUCATIONAL FOUNDATION

2 www.phccfoundation.org

Are we answering the call? In my three years as Chairperson of this treasured Foundation, our profession has been challenged by evolving technologies, new regulations, growing environmental concerns, and a crucial workforce shortage. To continue our reputation as the go-to resource for education and training in the p-h-c industry, we’ve had to meet those needs with exceptionally strong tools and resources. Have we been successful? Can we measure our success? Have we been that “measure of change” this industry so critically needs?

The answer is found within these pages. As you’ll discover, we’ve attracted more young people to this profession, enrolled more apprentices in our programs, trained more techs, strengthened the skills of more managers, and generated more revenue.

Indeed, those accomplishments are strong indicators of our success, but, for me, the real results are beyond measure. The real power of our efforts comes from:• Hearing scholarship recipients share

stories about the life-changing impact our awards this year had on their education.

• Watching volunteers develop crucial workforce initiatives that are attracting skilled workers to our industry … and then hearing them share their efforts to help influence key decision-makers on Capitol Hill.

• Realizing that our support of Team USA at the Community Plumbing Challenge gives young people in our industry pride in their work, knowing they’re part of life-saving solutions to problematic sanitary conditions in developing parts of our world.

The list goes on. As a member of the Board of Directors when this Foundation was formed nearly 30 years ago, I’ve witnessed first-hand the impact that comes from the generosity of passionate people. As Warren Buffett said, “Someone is sitting in the shade today because someone planted a tree a long time ago.” Our success today, in part, is a result of our past.

Equally important are those paying it forward. Planting the seeds for tomorrow are those who helped us exceed our goal of $155,000 in this year’s Invest in Your Future campaign. Planting the seeds for tomorrow are generous contractors, manufacturers, and industry partners who contributed to our Endowment Fund, including the newest members to our Board of Governors: Alice and Eddie Miller, Gerry Kennedy, Steve and Isabella Schaefer, and Patrick Wallner. Welcome! Planting the seeds for tomorrow are people like you. Thank you for playing your own part in the history of this Foundation.

With great pride, I confidently pass the Chairperson baton to Craig Lewis of REC Industries, knowing you will continue to plant the seeds that will meet the needs of this changing industry … and that will provide the shade for tomorrow.

Sincerely,

Measure of Change

Dear Foundation Friends, Donors, and PHCC Members:

LETTER FROM THE CHAIRPERSON

ROGER PEUGEOT Roger the Plumber. Overland Park, Kansas Foundation Chairperson


Measure of Success: It’s in getting young people excited about their careers. It’s in preparing them for a profession crucial to the safety and comfort of our communities and the protection of our environment. It’s in building businesses that employ best people and best practices. It’s in planting the seeds that will secure the future of our industry. It’s possible because of you. Thank you.


Apprentice and Journeyman Training and Workforce Development

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2015-2016 FOUNDATION ACCOMPLISHMENTS

The Educational Foundation is measuring up to big change in workforce development … developing programs to reach and recruit potential workers, properly prepare them for lifelong jobs in an advancing industry, and maintain their skills throughout their careers. Just this year, we:

Launched an online Pre-Apprenticeship Course to give prospective plumbing and HVAC workers an opportunity to learn about the day-to-day aspects of the trades before beginning a longer-term apprentice program and eventual career.

“[This course] is a GREAT tool for not only those applying for jobs who say they have a certain level of expertise but for anyone actually considering entering the apprenticeship program; it gives a great overview of what they should expect to learn in apprenticeship. … I cannot imagine a better tool to be available for our members.”

– Laurie C. CriglerL & D Associates, Inc.

Co-Hosted a Workforce Development Roundtable on Capitol Hill in April, meeting face-to-face with key mem-bers of the House Career & Technical Education Caucus to raise awareness about the industry’s crucial workforce shortage and share proactive solutions our members have implemented to fill some of the many jobs and career opportunities available.

Financially supported a U.S. team of four young plumbing and engineering professionals who competed at the 2015 Community Plumbing Challenge in Nashik, India. The team edged out competitors from three other nations, but – more importantly – they created an innovative plumbing solution to poor sanitation conditions for students of a school with high needs and few resources.

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Today’s Plumbing and HVAC CareersThe many ways to advance will surprise you.

www.phccweb.org | www.phccfoundation.org

Developed in partnership with PHCC National Auxillary.

Source: www.collegedata.com

Earn while you learn. You don’t need a four-year college degree to get started on a great career in plumbing and HVAC.

COMMUNITY COLLEGE

2-YEAR PROGRAM

AVERAGE COST: $46,820*

COLLEGE/UNIVERSITY

4-YEAR PROGRAM

AVERAGE COST: $93,640–$185,088*

TEHCNICAL TRAINING APPRENTICESHIP

2- TO 5-YEAR PROGRAM WHILE EARNING

AVERAGE COST: $0–$7,200*

DRAFTSMAN / CAD OPERATOR

PROJECT ASSISTANT

ACCOUNTANT

ENGINEER

ARCHITECT

ESTIMATOR

PROJECT MANAGER

SALARY OFFICER

UPPER MANAGEMENT

CEO / OWNER

JOURNEYMAN

POTENTIAL CAREER PATH FOR PLUMBING, HEATING & COOLING INDUSTRY

HIGH SCHOOL

FOREMAN / SUPERINTENDENTOFFICE MANAGER

© Plumbing-Heating-Cooling Contractors—National Association

Today’s Plumbing and HVAC CareersThe great pay and unlimited job possibilities will surprise you.

BUSINESS OWNER $180,000 OR MORE

GENERAL/OPERATIONS MANAGER $117,200

CONSTRUCTION MANAGER $94,590

MECHANICAL ENGINEER $87,140

SALES REPRESENTATIVE, WHOLESALE/MANUFACTURER $86,750

FOREMAN $64,670

ESTIMATOR $64,340

INSPECTOR $58,340

MECHANICAL DRAFTER $55,260

PLUMBING TECHNICIAN $54,620

SHEET METAL WORKER $48,700

HVAC TECHNICIAN $46,880


Developed in partnership with PHCC Educational Foundation.

Source: Bureau of Labor Statistics

Plumbing and HVAC Careers: The Facts Will Surprise You!

High Salaries – Average technician salaries are more than $49,000 plus benefits.

High Demand – More than 138,000 mechanics and installers will be needed by 2022.

Opportunities for Women – Growth of women in the industry is on the rise.

Cutting-Edge Skill Sets – Today’s jobs are highly technical and require a variety of skills such as analyzing and problem solving.

Multiple Career Advancement Paths – Career opportunities range from technicians to tech-savvy CAD and BIM operators to management.

“If your kid wants to go to college or become a plumber, you’ve got to think long and hard. You could pay $50k–$60k a year to Harvard or make that much as an apprentice plumber.”

– MICHAEL BLOOMBERG, FORMER MAYOR, NEW YORK CITY


Today’s Plumbing and HVAC CareersThe demand for workers will surprise you.










Across the U.S., there is a steadily increasing need for plumbers and HVAC technicians.

0

100,000

200,000

300,000

400,000

500,000

21%increase

Current Industry Workforce (2012)

Projected Workforce Needed by 2022

Plumbing Includes plumbers,

pipefitters, and steamfitters

HVAC Includes heating, air conditioning,

and refrigeration mechanicsand installers

21%increase

The projected shortage of workers in the plumbing-heating-cooling industry is staggering.

By 2022, the U.S. Bureau of Labor Statistics estimates that the industry will need approximately 138,200 new workers.

From a broader perspective, over the next 10 years, 95 million Baby Boomers will retire from their jobs

across all industry sectors, but only 40 million young workers will be available to replace them.


Today’s Plumbing and HVAC CareersThe required and portable STEM skills will surprise you.










A knowledgeable and successful workforce in the plumbing-heating-cooling industry is dependent on the skills taught through STEM.

SCIENCEwater conservation, energy conservation, biology, chemistry, public health, physics

TECHNOLOGYcircuitry, control systems, instrumentation, meters

ENGINEERINGbuilding systems, fluid handling systems, appliance and equipment design

MATHgeometry, ratios, proportions, algebra

SCIENCEozone prevention, air quality, biology, chemistry, physics, heat transfer, energy conservation


ENGINEERINGbuilding systems, fluid handling systems, appliance and equipment design, duct design and fabrication


PLUMBING TECHNICIAN STEM SKILL PROFICIENCIES

SCIENCEwater conservation, energy conservation, biology, chemistry, public health, physics


ENGINEERINGbuilding systems, fluid handling systems, appliance and equipment design


SCIENCEozone prevention, air quality, biology, chemistry, physics, heat transfer, energy conservation


ENGINEERINGbuilding systems, fluid handling systems, appliance and equipment design, duct design and fabrication


HVAC TECHNICIAN STEM SKILL PROFICIENCIES


Equipped PHCC members with customizable workforce flyers they can use to recruit the next generation of skilled workers. By adding their logo and company information to these new promotional pieces – illustrating the demand, skills needed, salaries, benefits, and future possibilities available in the industry – they have a ready-made packet of information to show to potential new employees.


Completed revision of Plumbing 201, the Foundation’s second-year plumbing apprentice textbook, with updated code references, water heater information, and safety information, plus new sections on fixture supports, hydronics, and more. Started revision of Plumbing 301.

“Thank you so much for honoring me with this scholarship. As the son of a master plumber, I realize how important PHCC is. This award will help me so much in my college endeavors and in the future when I continue my plumbing career.”

— Connor Flanagan2015 scholarship winner

Awarded $77K in scholarships to 36 students

That’s a 30%increase over

the amount awardedlast year!

MOST AWARDS AT $2,500

Proudly joined forces with ApprenticeshipUSA, a Dept. of Labor initiative to grow and expand registered apprenticeship programs as a workforce strategy and change the image of apprenticeships.

Developed an arsenal of tools – including a PowerPoint presentation and even talking points – that members can use when going out into their communities (career days, schools, fairs, Scout meetings, church events, etc.) to recruit future workers.

Supported valued instructors by, together with Kohler Co., co-sponsoring a four-part Plumbing & HVACR Instructor Bootcamp Webinar Series, providing instructors with the latest research-based information regarding classroom planning and management, as well as evaluation.

Co-sponsored a Construction Career Day in San Antonio, Texas, in April, leaving a lasting impact on more than 1,000 hand-picked students from local training programs.

QTextbook Royalties

UP $22Kover last year

That means we’re reaching more students than ever!


Sponsored the SkillsUSA plumbing contest and assisted with the HVAC competition. Held in Louisville, Kentucky, in June, 44 young plumbers-in-training and 48 future HVAC technicians competed for the title of the nation’s best. Together with Reliance Worldwide Corporation, we also provided a plumbing project in the event’s new “Makers Space” area, which encouraged spectators to experiment with a variety of trades through small hands-on projects.

Hosted the increasingly popular Plumbing and HVAC Apprentice Contests at CONNECT 2015, with a maximum capacity of 12 competitors in the HVAC contest and 20 apprentices in the plumbing challenge, all vying to take home top prizes and bragging rights.

Presented two Soft Skills Webinars for apprentices and technicians. Ideal for apprentice classes and company meetings, these presentations help hone vital skills such as customer service, communication, manners, appearance, even basic finance knowledge.


Fast TracTo reach an underserved market of enlightened contractors who want to ensure that entry-level technicians have enough knowledge to perform their duties safely and effectively, the Foundation is redeveloping the Fast Trac program. Combined with on-the-job training, the program is designed to get a plumbing or HVAC technician up and running in 12-18 months. (It is not designed to be a substitute for apprenticeship training.) Content and course development should be completed by early 2017.

Busy apprentices embrace learning at their own pace!

This was a monumental year for the Educational Foundation’s Plumbing and HVACR Apprentice eLearning Program, which provides employers and apprentices with an alternative training solution to classroom-based instruction for a four-year apprentice program.

Each track comprises four courses (one per year for a four-year apprenticeship) and follows the same curriculum as the Foundation’s textbooks. This year, the Foundation added more math skills courseware, mechanical and electrical simulation software for HVAC, and valuable course-related videos from manufacturers and industry groups to emphasize the material in the textbooks.

Running Soon:

With the strength and flexibility of this

program, the success keeps building.

Take a look:

$$

48K

200%

Enrollment increased 200% since June 2014

Revenue UP more than $48K over last year

Plumbing and HVACR Apprentice eLearning Program


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Business Management Education

P-h-c professionals continue to rely on the Foundation’s programs to help them in ways beyond measure … improving their leadership skills, boosting their productivity, standardizing processes, keeping them ahead of the pack on new rules and regulations. Take a look at what we’ve accomplished this year:

Once again, sold out our powerful Essentials of Project Management course, which included major modifications this year to accommodate the changing needs of our audience. This year, we included free pre-class Excel training through online training provider Udemy.com and introduced a new instructor from the University of South Florida for the finance section.

Published 12 issues our Personnel e.bulletin, helping contractors manage their employees with timely articles on incentives, employment law changes, balancing a multigenerational workplace, mentoring, and more.

Sponsored an exceptional line-up of educational programs, contractor-led sessions, and service and repair-focused seminars at CONNECT 2015 in Hollywood, Florida. This year, we employed crowdsourcing and RFPs to develop more than 20 focused education sessions for CONNECT 2016.

Presented 21 webinars on topics such as the new overtime rules, getting more client calls from Google, web strategies, OSHA’s new confined spaces standards, and more. Not only have more than 1,100 attendees tuned into these free, one-hour sessions, but countless others have downloaded them later for on-demand viewing.

Delivered timely, relevant education on a local level via our Seminar Series, sponsored by Kohler Co. Just this year, we worked with chapters and companies across the country to deliver 40 seminars to more than 1,200 contractors and their employees.


1,100 + attendees tuned IN to 21 webinars

Spread highly effective management training to 200 foremen through our popular Creating Super Foremen workshops, held across the country.

In addition, we hosted consecutive workshops – Creating Super Foremen and Smarter Management – at Viega’s Training Facility in Nashua, New Hampshire. Offering these sessions back-to-back maximized training time, minimized travel costs, and generated a priceless exchange of ideas among managers, business owners, and other professionals on topics such as managing change, workforce development, time and workload management, and technology.


Endowment Fund The PHCC Educational Foundation is a 501(c)(3) non-profit, with the majority of our monetary support provided by more than 100 contractors, manufacturers, and industry partners whose generous gifts helped to establish the Foundation’s Endowment Fund. These major donors form the core membership of our committees and together serve as our Board of Governors. This year, we welcomed to the Board of Governors family:

Alice and Eddie Miller of Miller Mechanical Contractors & Engineers, LLC in Marietta, Georgia.

Gerry Kennedy of Springfield, Virginia.

Steve and Isabella Schaefer of Schaefer Mechanical in Westminster, Maryland.

Patrick Wallner, Wallner Plumbing Company in Redding, California.

This team runs a successful company specializing in providing water, waste, and gas systems solutions for multifamily and mixed-use construction projects. Eddie’s father, Joseph “Herb” Miller, is also a member of the Board of Governors.

Gerry served as COO of the Foundation from 1997 to 2010 before stepping into the role of Executive Vice President of the PHCC – National Association. He retired from PHCC last year.

Steve has worked in the plumbing profession since 1973 and established Schaefer Mechanical in 1995. He has served as a PHCC National Board member and is a past President, Board member, and Trade Show Chair of PHCC of Maryland.

Patrick is a second-generation plumbing contractor and the president of his family’s business. He has served PHCC on the national, state, and local levels since 1992 and will be PHCC National Association’s 2016-2017 President.

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Fundraising and Development


Keeping our contractors at peak performance now and securing a solid future for those just entering the profession is a reality only made possible by your investments. Together, we exceeded expectations:


Invest in Your Future Annual Giving Campaign The Foundation heavily depends on the annual giving campaign to deliver the training and scholarship opportunities our profession needs. Thanks to you – and matching donations from InSinkErator and Ferguson – we exceeded our goal of $155,000 during the 2015 Invest in Your Future campaign.

Now it’s time to “Catch the Next Wave in Innovation.” To boost the impact of gifts for this 2016 campaign, InSinkErator, Ferguson, NIBCO, and the United Association are generously providing matching contributions.


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With our monthly online Focus Flash newsletter and two issues of our printed Focus newsletter (also available online), we’re engaging readers and ensuring that information about our resources is getting into the hands of our members and others in the industry.

Social media is allowing us to exponentially expand our footprint in an instant, thanks to more frequent posts and our ever-growing list of Facebook followers!

Industry publications count on the PHCC Educational Foundation to be a key resource. As a result, our apprentice programs, eLearning program, contests, and more have been featured in trade publications such as CONTRACTOR, Phc News, Plumbing Engineer, and others.

And, we’ve posted 22 new public videos on the Foundation’s YouTube channel. The webinars and other videos posted this year alone have generated 6,400 views with more than 42,200 minutes of video watched.

Communications and Marketing

Our success depends on making sure our textbooks, tools, programs, and resources reach the right people. See how we’re spreading the word:

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Is that Roger the Plumber in AARP Bulletin?

The May 2016 issue of AARP Bulletin revealed that sometimes “the people who help get us through life don’t tell us everything.” So it went straight to the source – those everyday experts – to get the scoop behind things that matter. Sharing a plumber’s secrets was none other than our Educational Foundation’s very own Roger Peugeot!


0

2,000,000

4,000,000

6,000,000

8,000,000

10,000,000

12,000,000

87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15

ECICENDOWMENT FUND

EndowmentPrincipal- Permanent EndowmentPrincipal- TempRestricted ECICEarnings- TempRestricted

Balance SheetJune 30, 2015 and June 30, 2014

2015 2014 VarianceASSETS Current Assets Cash - Checking & Savings $ 124,033 $ 98,305 $ 25,728 Accounts Receivable 24,448 10,000 14,448 Pledges Receivable 159,930 181,311 (21,381)Inventory 2,038 2,065 (27)Prepaid Items 12,144 9,502 2,642

TOTAL CURRENT ASSETS 322,593 301,183 21,410

Investments at Market Value* 10,717,692 10,932,887 (215,195)

TOTAL ASSETS $ 11,040,285 $ 11,234,070 $ (193,785) LIABILITIES AND NET ASSETS Liabilities Accounts Payable & Accrued Expenses $ 92,038 $ 73,364 $ 18,674 Due to Affiliate 51,346 27,410 23,936 Deferred Revenue 29,750 39,127 (9,377)

TOTAL CURRENT LIABILITIES 173,134 139,901 33,233

Net Assets - Prior Year Undesignated - Operating 320,293 353,306 (33,013)Scholarships 1,320,899 1,219,678 101,221 Temporarily Restricted 4,810,185 3,824,408 985,777 Permanently Restricted 4,642,762 4,599,623 43,139

TOTAL PRIOR YEAR NET ASSETS 11,094,139 9,997,015 1,097,124

Change in Net Assets (226,988) 1,097,154 (1,324,142)

TOTAL NET ASSETS 10,867,151 11,094,169 (227,018)

TOTAL LIABILITIES AND NET ASSETS $ 11,040,285 $ 11,234,070 $ (193,785) *Change due to market fluctuation.

ECIC Endowment Fund Endowment Principal - Permanent

Endowment Principal - Temp Restricted

ECIC Earnings - Temp Restricted


OFFICERSChairpersonRoger PeugeotRoger The PlumberOverland Park, KS

Vice-ChairpersonCraig LewisR.E.C. Industries Inc. Bryan, TX

Secretary-TreasurerRichard Kerzetski Universal Plumbing & Heating Co. Las Vegas, NV

BOARD MEMBERSTom ApplegateOH Association Career- Technical Superintendents Westerville, OH

Hunter BottoBotto Brothers Plumbing & Heating Hicksville, NY

Michael CoppPHCC – National AssociationFalls Church, VA

Laurie CriglerL & D Associates, Inc. Aroda, VA

Janet DuggerShoffnerKalthoff Mechanical Electrical ServiceKnoxville, TN

Charles “Chip” Greene Greene & Associates, Inc. Macon, GA

Michael J. Kastner, Jr.Kastner Plumbing & HeatingWest Friendship, MD

Rex MartinNIBCO INC.Elkhart, IN

Jim PendergrassPHCC of North CarolinaRaleigh, NC

Steve Rivers Rivers Plumbing, Heating & Air Pleasanton, CA

Patrick WallnerWallner Plumbing Company, IncRedding, CA

Jennifer WarrenWarren-Hay Mechanical Contractors, Inc Hillsborough, NC

CHIEF OPERATING OFFICERCindy Sheridan, CAEPHCC Educational FoundationFalls Church, VA

CHARTER FOUNDERSAmerican StandardDelta Faucet Company and the Masco Family of CompaniesInSinkEratorKohler Company

PROGRAM UNDERWRITEREljer Plumbingware, Inc.

CHANCELLORMoen IncorporatedViewpoint Construction Software

CORPORATE FOUNDERSAnaheim ManufacturingAnvil InternationalBradford White CorporationCerro Flow Products, Inc.Charlotte Pipe and FoundryElkay Manufacturing CompanyFederated Mutual InsuranceFerguson and Wolseley, plc.Legend ValveNIBCO INC.

Rheem Manufacturing Co. and Ruud Water Heater

Trimble MEPViegaWatts Water Technologies, Inc.CONTRACTOR MEMBERSKirk and Pam AlterWilliam Becker*Joseph Beetz*Irwin Botto*Daniel Burnette†* Steve CarderJohn “Tim” Ceren*Ray† and Connie Dauenhauer*Ray Dauenhauer, Sr.†

(Memorial)James T. Driscoll, Jr.David and Janet DuggerCharles “Red” Englert†* Richard E. Farrell*David† and Jean Fox†* John GarvelinkMary Garvelink

Mark GiebelhausJohn Giolitto†* James Hansbauer*William L. Harvey*Charles F. Hiley, Sr.†* Charles F. Hiley, Jr.†* Larry W. Howe*Dick and Patty Irwin*William and Patty Jones*Gerard J. KennedyRichard R. KerzetskiKenneth E. Krauska†* Craig and Kathy LewisJim and Patricia LewisWilliam Linek*William Lynch†* Frank and Iris MaddalonJohn A. McWilliamsHarold Michel†*Alice and Eddie MillerJoseph “Herb” Miller*Donald and Lorraine Morin*Adam Moyer*

Christopher T. MoyerNew York State PHCCRon and Jeanette NewmanWalter Parkes*Roger PeugeotPHCC of Massachusetts*Donald Priest†* Carl RiceSteve and Isabella SchaeferOrville and Doreen† TaeckerDennis TarpenningKevin and Kathy TindallWilliam† and Bette† Trombly*John† and Jo WagnerPatrick WallnerJohn† and Kate Ward*Francis† and Anne Williams*Franklin Youngblood†* F. Carl Ziegler†F. Kent ZieglerR. Scott Ziegler

* Founder † Deceased

Board of Governors

Board of Directors

Plumbing-Heating-Cooling Contractors – National AssociationEducational Foundation180 S. Washington Street, Suite 100Falls Church, VA 22046800-533-7694Fax: 703-237-7442

www.phccfoundation.org

Nonprofit Org.U.S Postage

PAIDMerrifield, VA

Permit 736582

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