Civic Intelligence

American Society of Heating Refrigerating & A-C Engineers

EIN 73-1046365 • 501(c)3 • Oklahoma City, OK

Profile

EDUCATION AND RESEARCH

6303 N Portland Ave 302Oklahoma City, OK 73112

www.ashraecok.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

77th percentile

23%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-28%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$117,159

Up $21,534 (+23%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$117,159

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Down

$33,166

Down $13,189 (-28%) from 2024

Expenses

Down

$11,632

Down $11,553 (-50%) from 2024

Net Income

Down

$21,534

Down $1,636 (-7.1%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $20,743Liabilities 2011: $0Net Assets 2011: $20,7432011Assets 2017: $25,888Liabilities 2017: $02017Assets 2018: $30,118Net Assets 2018: $30,1182018Assets 2019: $32,996Net Assets 2019: $32,9962019Assets 2020: $34,633Net Assets 2020: $34,6332020Assets 2021: $48,543Net Assets 2021: $48,5432021Assets 2022: $49,937Net Assets 2022: $49,9372022Assets 2023: $72,455Liabilities 2023: $02023Assets 2024: $95,625Liabilities 2024: $02024Assets 2025: $117,159Net Assets 2025: $117,1592025

Highlighted filing

2025

Assets$117,159
Liabilities-
Net Assets$117,159
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $29,914Expenses 2011: $25,768Net Income 2011: $4,1462011Revenue 2017: $124,011Expenses 2017: $124,499Net Income 2017: -$4882017Revenue 2018: $57,500Expenses 2018: $53,270Net Income 2018: $4,2302018Revenue 2019: $52,174Expenses 2019: $49,296Net Income 2019: $2,8782019Revenue 2020: $41,117Expenses 2020: $39,480Net Income 2020: $1,6372020Revenue 2021: $24,239Expenses 2021: $10,329Net Income 2021: $13,9102021Revenue 2022: $22,584Expenses 2022: $21,190Net Income 2022: $1,3942022Revenue 2023: $44,990Expenses 2023: $22,472Net Income 2023: $22,5182023Revenue 2024: $46,355Expenses 2024: $23,185Net Income 2024: $23,1702024Revenue 2025: $33,166Expenses 2025: $11,632Net Income 2025: $21,5342025

Highlighted filing

2025

Revenue$33,166
Expenses$11,632
Net Income$21,534
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,159
Liabilities
-
Net assets
$117,159
Revenue
$33,166
Expenses
$11,632
Net income
$21,534
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.17$1.17$0.33$0.12$0.22
2024Summary only. Only limited summary data is available for this year.$0.96$0.00$0.46$0.23$0.23
2023Summary only. Only limited summary data is available for this year.$0.72$0.00$0.45$0.22$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.50$0.23$0.21$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.24$0.10$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.35$0.41$0.39$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.52$0.49$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.30$0.58$0.53$0.04
2017Summary only. Only limited summary data is available for this year.$0.26$0.00$1.24$1.24$0.00
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$0.30$0.26$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 5, 2025
Return Version
2024v5.2
Gross Receipts
$99,570
Mission and Program Overview

Mission

EDUCATION AND RESEARCH

Program Services

DescriptionGrantsExpenses
8 CHAPTER MEETINGS THROUGHOUT THE YEAR FOR EDUCATIONAL PURPOSES AND CONTINUING EDUCATION CREDIT FOR PROFESSIONAL ENGINEERS. APPROX. 440 ATTENDEES DURING THE YEAR.-$9,832
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MICHAEL HOLCOMB IIPresidentPT$0--
WILL R THOMPSONPresident Elect-$0--
SCOTT H SANDERSVice President-$0--
STEPHANIE THOMASTreasurer-$0--
CRISTIAN KALE HARPERSecretary-$0--
MICHELE LEFEBVREFundraising Ch.-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf, Shooting and Poker$59,773$59,773$66,404$-6,631
Total Events$59,773$59,773$66,404$-6,631
Filing and Contact Details

Filer

Filer Name
American Society of Heating
EIN
73-1046365
Phone
4052545038
Address
6303 N PORTLAND AVE 302, OKLAHOMA CITY, OK 73112

Signing Officer

Name
Stephanie Thomas
Title
Treasurer
Signed
2025-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Tax & Financial Consultants Inc
Address
3205 NW 63rd, Oklahoma City, OK 73116
Preparer
Robert Oguda
Phone
4058408000
Supplemental Narrative

Additional Explanations

Other Expenses.1

“MEETINGS EXPENSE $6452”

Other Expenses.2

“SOFTWARE EXPENSE $3758”

Other Expenses.3

“PAST PRESIDENT PIN $344”

Other Expenses.4

“REIMBURSEMENTS $240”

Other Expenses.5

“DROP BOX FEES $120”

Other Expenses.6

“REGISTRATION RENEWAL $68”

Raw XML Appendix177 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHANIE THOMAS
IRS990EZ/BooksInCareOfDetail/PhoneNum04053232084
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06104 INLAND RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WARR ACRES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073132
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt095625
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0117159
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022084
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021534
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095625
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0117159
IRS990EZ/FundraisingGrossIncomeAmt059773
IRS990EZ/GrossReceiptsAmt099570
IRS990EZ/GroupExemptionNum02475
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07413
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010300
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095625
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0117159
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095625
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0117159
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID MICHAEL HOLCOMB II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILL R THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT H SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CRISTIAN KALE HARPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELE LEFEBVRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FUNDRAISING CH.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010982
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt08 CHAPTER MEETINGS THROUGHOUT THE YEAR FOR EDUCATIONAL PURPOSES AND CONTINUING EDUCATION CREDIT FOR PROFESSIONAL ENGINEERS. APPROX. 440 ATTENDEES DURING THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09832
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt066404
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6631
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011632
IRS990EZ/TotalProgramServiceExpensesAmt09832
IRS990EZ/TotalRevenueAmt033166
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.ASHRAECOK.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt048855
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03000
IRS990ScheduleA/InvestmentIncomeCYPct00.05790
IRS990ScheduleA/InvestmentIncomePYPct00.05020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94210
IRS990ScheduleA/PublicSupportPY509Pct00.94980
IRS990ScheduleA/PublicSupportTotal509Amt048855
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07715
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08360
IRS990ScheduleA/Total509Grp/TotalAmt048855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt011360
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051855
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt066404
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF, SHOOTING AND POKER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059773
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059773
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt059773
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059773
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-6631
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt066404
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt066404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETINGS EXPENSE $6452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOFTWARE EXPENSE $3758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAST PRESIDENT PIN $344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REIMBURSEMENTS $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DROP BOX FEES $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REGISTRATION RENEWAL $68
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN SOCIETY OF HEATING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REFRIGERATING & A-C ENGINEERS
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0731046365
ReturnHeader/Filer/PhoneNum04052545038
ReturnHeader/Filer/USAddress/AddressLine1Txt06303 N PORTLAND AVE 302
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073112
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731009838
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax & Financial Consultants Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03205 NW 63rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073116
ReturnHeader/PreparerPersonGrp/PhoneNum04058408000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Oguda
ReturnHeader/ReturnTs02025-12-05T06:14:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits