2024-09-05T11:57:35-05:00 2023-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-01-01 411998303 NEW HORIZONS FOUNDATION - A SHEET METAL INDUSTRY INITIATIVE NEWH 7038032980 PO BOX 222784 CHANTILLY VA 201532784 THOMAS J SOLES EXECUTIVE DIRECTOR 7038032980 2024-09-05 1 0 DAWN MINEMIER P01339753 5853811000 2023 2024-08-08 14:25:15Z THOMAS J SOLES PO BOX 222784 CHANTILLY VA 201532784 1028029 0 X WWW.NEWHORIZONSFOUNDATION.ORG X 2001 VA THE FOUNDATION'S PURPOSE IS TO PROVIDE RESEARCH THAT WILL GIVE HVAC AND SHEET METAL CONTRACTORS A COMPETITIVE EDGE. 15 14 0 288 0 0 180833 327474 892 1456 72984 127001 0 0 254709 455931 0 0 0 0 0 0 0 0 0 233689 278270 233689 278270 21020 177661 4793801 5400204 18093 21071 4775708 5379133 X THE FOUNDATION'S PURPOSE IS TO PROVIDE RESEARCH THAT WILL GIVE HVAC AND SHEET METAL CONTRACTORS A COMPETITIVE EDGE. 0 0 26250 PERFORMANCE MEASUREMENT - A GUIDE TO DEVELOPING YOUR MEASURES OF SUCCESS - THE PURPOSE OF ADOPTING PERFORMANCE MEASURES AND IMPROVEMENT EFFORTS IS TO ALLOW LEADERSHIP TO "SEE" WORK THEY ARE NOT DIRECTLY ENGAGED IN RUNNING. WHETHER THEY ARE CALLED KEY PERFORMANCE MEASURES, INDICATORS, OR OTHER TERMS, EFFECTIVE MEASURES TO TRACK PERFORMANCE ENABLE IMPROVEMENT INITIATIVES, EARLY WARNING OF PROBLEMS, RESOURCE OPTIMIZATION, AND DATA DRIVEN DECISION MAKING. THIS PROJECT WILL PRODUCE A GUIDE TO SUPPORT SHEET METAL AND HVAC CONTRACTORS IN ORGANIZING THEIR PERFORMANCE MEASUREMENT SYSTEM. THE PROJECT HAS BEEN AWARDED TO PENN STATE WITH COMPLETION AND PUBLICATION OF THE GUIDE BY YEAR END 2024. 90110 WORKFORCE DEVELOPMENT BEST PRACTICES IDENTIFICATION, COMMUNICATION AND TRAINING - THIS MULTI-YEAR PROJECT SEEKS TO IDENTIFY SUCCESSFUL STRATEGIES USED TO HIRE, DEVELOP AND RETAIN EMPLOYEES IN SHEET METAL, HVAC, AND MECHANICAL CONSTRUCTION COMPANIES. IN THE FIRST PHASE OF THIS PROJECT, WHICH WAS INITIATED IN DECEMBER 2022, THE NEW HORIZONS FOUNDATION INVESTIGATED AND REPORTED ON THE FOLLOWING CURRENT ISSUES IN WORKFORCE DEVELOPMENT. 1. INVESTIGATED WHAT YOUNG WORKERS WANT AND NEED IN THEIR CAREERS. 2. EXPLORED CHARACTERISTICS UNIQUE TO THE NEXT GENERATION OF WORKERS. 3. EXAMINED WHAT THE YOUNGER GENERATION EXPECTS FROM THEIR JOBS. 4. ASSESSED DIVERSITY, EQUITY, AND INCLUSION PRACTICES IN LOCAL AREAS. THE NHF IDENTIFIED, MET WITH AND PROFILED 28 WORKFORCE DEVELOPMENT ORGANIZATIONS (WDOS) TO UNDERSTAND THEIR OBJECTIVES, CONTENT, DELIVERY METHODS, HISTORY AND RESULTS, ESPECIALLY AS THEY IMPACT THE ABOVE ISSUES. IN THE CURRENT SECOND PHASE OF THIS PROJECT, THE FOUNDATION IS HIGHLIGHTING THE TOP 25% OF WDOS THROUGH FACILITATED PODCASTS. TWO OF THE SEVEN RECORDINGS HAVE BEEN COMPLETED AND ARE BEING EDITED FOR RELEASE IN JULY. THE REMAINING FIVE PODCASTS ARE SCHEDULED FOR COMPLETION BY THE 3RD QUARTER 2024. THESE WDOS FOCUS ON BRINGING UNDER-REPRESENTED GROUPS (WOMEN AND MINORITIES) INTO BUILDING TRADES AND THEIR SUCCESSES (AND STRUGGLES) ARE FEATURED IN THE PODCASTS. A THIRD PROJECT PHASE IS UNDERWAY WITH THE FOLLOWING OBJECTIVES IDENTIFIED. 1. CURATE THE CAPTURED WDOS CONTENT INTO CONCISE INFOGRAPHICS. 2. FOCUS ON LEADERSHIP DEVELOPMENT FOR TRADE AND NON-TRADE HIRES AND PRODUCE SHORT VIDEOS TO SHOWCASE SUCCESSFUL PRACTICES (MENTORING, SHADOWING, AND ONBOARDING). 3. DEVELOP A ROADMAP/TEMPLATE FOR IMPLEMENTATION BY CONTRACTORS AND LOCAL ASSOCIATIONS (SMACNA CHAPTERS). 4. CONTINUE INDUSTRY PRESENTATIONS ON PROJECT FINDINGS AND CONTINUE TO EXPAND SUCCESSFUL WDO CONTACTS AND RELATIONSHIPS. 5. DEVELOP A WDO MEDIA SITE ON THE NHF WEBSITE AND CONTINUE WORK TO IMPROVE THE SEARCH ENGINE PRESENCE AND FUNCTIONALITY OF THE NHF WEBSITE, PARTICULARLY AS IT RELATES TO WORKFORCE DEVELOPMENT ISSUES AND INTERESTS. 74625 A SERIES OF 7 PODCASTS BETWEEN A SMACNA CONTRACTOR AND A CUSTOMER - THE FOUNDATION HAS COMMISSIONED ERIC ANDERTON TO FACILITATE A SERIES OF SEVEN PODCASTS BETWEEN A SMACNA CONTRACTOR AND CUSTOMER EXAMINING HOW SUCCESSFUL PARTNERSHIPS THROUGH STRATEGIC ALIGNMENT FACILITATES COMMUNICATIONS, PROBLEM SOLVING, OVERCOMING POTENTIAL CONFLICTS AND ENHANCES WORK DEVELOPMENT. FOUR OF THE SEVEN PODCASTS HAVE BEEN RELEASED TO MEMBERS AND THE FINAL THREE WILL BE COMPLETED BY THE END OF THE THIRD QUARTER 2024. 14956 VDC ENGINEERING STUDY - THIS JOINT PROJECT WITH THE GENTILLE AND ELECTRI FOUNDATIONS AND THE UNIVERSITY OF WASHINGTON HAS THE FOLLOWING OBJECTIVES:1. DEVELOP METRICS TO SUPPORT THE ESTIMATION OF VDC ENGINEERING FOR MEP TRADES2. BENCHMARK CURRENT VDC ENGINEERING PRACTICES AND PERFORMANCE, AND,3. DEVELOP METRICS TO EVALUATE THE EFFICIENCIES AND EFFECTIVENESS OF VIRTUAL DESIGN AND COORDINATION.THIS PROJECT ORIGINALLY CONTEMPLATED PERFORMANCE OF TIME STUDIES OF VDC PROCESSES. HOWEVER, A LACK OF VOLUNTEER PARTICIPATION FROM THE THREE AFFILIATED ASSOCIATIONS HAS RESULTED IN REVISITING THE DATA COLLECTION PROCESS. THE THREE FOUNDATIONS ARE PRESENTLY AWAITING A REVISED PROPOSAL FROM THE UNIVERSITY. THE NEW HORIZONS FOUNDATION IS EVALUATING ITS CONTINUED PARTICIPATION IN THE PROJECT. 14956 205941 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X NADINE WITCHEL 7039954030 4201 LAYFETTA CENTER DRIVE CHANTILLY VA 20151 GUY M GAST CHAIR 1.00 5.00 X X 0 0 0 ANGELA SIMON VICE CHAIR 1.00 5.00 X X 0 0 0 RON RODGERS CHAIR EMERITUS 1.00 5.00 X 0 0 0 CHAD BUNTING DIRECTOR 1.00 5.00 X 0 0 0 CAROL DUNCAN DIRECTOR 1.00 5.00 X 0 0 0 KEVIN R GILL JR DIRECTOR 1.00 5.00 X 0 0 0 AARON HILGER DIRECTOR 2.00 33.00 X 0 476343 59135 TODD HILL DIRECTOR 1.00 5.00 X 0 0 0 ANTHONY KOCUREK DIRECTOR 1.00 5.00 X 0 0 0 CARMEN KOO DIRECTOR 1.00 5.00 X 0 0 0 TOM MARTIN DIRECTOR 1.00 5.00 X 0 0 0 ERNIE P MENOLD DIRECTOR 1.00 5.00 X 0 0 0 JULIE A MULLER ESQ DIRECTOR 1.00 5.00 X 0 0 0 SCOTT VIDIMOS DIRECTOR 1.00 5.00 X 0 0 0 THOMAS J SOLES EXECUTIVE DIRECTOR 5.00 35.00 X 0 0 0 0 476343 59135 0 1 1 0 0 327474 327474 PUBLICATION SALES 541900 1456 1456 1456 139763 139763 559336 572098 -12762 -12762 -12762 455931 1456 0 127001 X 205941 205941 7757 7757 35537 35537 19035 19035 ADMININSTRATIVE FEE 10000 10000 278270 205941 72329 0 209799 7428 246747 142560 318711 11772 1450 3335 4554 4554 0 0 4193245 4983958 0 75000 4793801 5400204 18093 7500 0 13571 18093 21071 X 4633148 5060422 142560 318711 4775708 5379133 4793801 5400204 177661 425764 0 X 0 1 X 1 0 X 121153 128707 32664 180833 327424 790781 121153 128707 32664 180833 327424 790781 790781 75534 59319 51780 98105 139763 424501 1215282 0.65070 0.33670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4554 4554 0 0 DUE TO BROKER 2973 DUE TO SMACNA 10598 13571 X 1097626 425764 40000 175931 641695 455931 0 455931 318270 40000 40000 278270 0 278270 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN DESIGNATED BY THE INTERNAL REVENUE SERVICE AS A "PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELEASE OF NET ASSETS FROM DONOR RESTRICTIONS 175,931. 0 0 0 0 0 0 0 0 0 AARON HILGER DIRECTOR 0 476343 0 0 0 0 0 0 0 59135 0 535478 0 0 PART I, LINE 3 THE FOUNDATION'S EXECUTIVE DIRECTOR (AARON HILGER) RECEVIES COMPENSATION FROM A RELATED ORGANIZATION. THIS RELATED ORGANIZATION ESTABLISHES THE EXECUTIVE DIRECTION'S COMPENSATION BASED ON A COMPENSATION SURVEY OR STUDY THAT IS DELIBERATED AND APPROVED BY THE RELATED ORGANIZATION'S COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 1A AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIR AND VICE CHAIR OF THE NEW HORIZONS FOUNDATION HAS THE POWER TO MAKE A DECISION IF TIME IS OF THE ESSENCE. FORM 990, PART VI, SECTION A, LINE 7A NEW DIRECTORS MAY BE APPOINTED BY THE EXECUTIVE COMMITEE OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND A DRAFT IS SENT ELECTRONICALLY TO THE BOARD OF DIRECTORS OF THE FOUNDATION FOR REVIEW. THE BOARD PREVIOUSLY HAD BEEN NOTIFIED OF THIS PROCEDURE AND THE BOARD MEMBERS ARE GIVEN 10 DAYS IN WHICH TO EXAMINE THE FORM 990 AND COMMUNICATE WITH THE CONTROLLER OF THE FOUNDATION IN THE EVENT ANY DIRECTOR HAS ANY QUESTIONS OR COMMENTS. AT THE REQUEST OF ANY DIRECTOR, OR IF THERE ARE QUESTIONS OR COMMENTS THAT CANNOT BE ADEQUATELY AND FULLY ADDRESSED, THE CONTROLLER WILL ARRANGE A CONFERENCE CALL FOR ALL DIRECTORS TO DISCUSS THE FORM 990 AND WHETHER OR NOT REVISIONS AND NEEDED BEFORE IT IS FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST POLICY PRESENT IN THEIR RELATED ORGANIZATIONS GOVERNING DOCUMENTS. THIS POLICY COVERS ANYONE SERVING AS AN OFFICER, DIRECTOR, COMMITTEE MEMBER, TASK FORCE MEMBER OR EMPLOYEE OF THESE ORGANIZATIONS. A CHECK FOR CONFLICT OF INTEREST IS PERFORMED ANNUALLY AND IS THE RESPONSIBILITY OF THE EXECUTIVE DIRECTOR. ANY PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN MEETINGS OR VOTING REGARDING THIS CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S CONFLICT OF INTEREST POLICY, DOCUMENT RETENTION POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 205,941. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 205,941. SM & AC CONTRACTOR'S NATIONAL ASSOCIATION 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 362099048 ADVANCE SHEET METAL INDUSTRY VA 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0