Civic Intelligence

North American Technician Excellence Inc

990 • Fiscal year 2013 • EIN 75-2705796

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 29, 2014

Organization ProfileWWW.NATEX.ORG

View Organization Page

2111 Wilson Blvd No 51022201

(877) 420-6283

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.16x

Higher debt load relative to assets than 46% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

41st percentile

0.13x

Higher debt load relative to revenue than 41% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Net Margin

75th percentile

10%

Higher net margin than 75% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

27th percentile

$71,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Asset Growth

89th percentile

29%

Faster asset growth than 89% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

24th percentile

-3.1%

Faster revenue growth than 24% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$1,764,079

Up $397,529 (+29%) from 2012

Net Assets

Up

$1,484,083

Up $224,320 (+18%) from 2012

Liabilities

Up

$279,996

Up $173,209 (+162%) from 2012

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin75th percentile

Revenue

$2,166,288

No earlier filing loaded for comparison.

Expenses

Up

$1,941,968

Up $8,499 (+0.4%) from 2012

Net Income

$224,320

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,109,069Liabilities 2011: $120,259Net Assets 2011: $988,8102011Assets 2012: $1,366,550Liabilities 2012: $106,787Net Assets 2012: $1,259,7632012Assets 2013: $1,764,079Liabilities 2013: $279,996Net Assets 2013: $1,484,0832013Assets 2014: $1,454,896Liabilities 2014: $473,260Net Assets 2014: $981,6362014Assets 2015: $1,482,514Liabilities 2015: $386,361Net Assets 2015: $1,096,1532015Assets 2016: $2,248,377Liabilities 2016: $530,916Net Assets 2016: $1,717,4612016Assets 2017: $2,453,995Liabilities 2017: $483,261Net Assets 2017: $1,970,7342017Assets 2018: $2,627,963Liabilities 2018: $539,956Net Assets 2018: $2,088,0072018Assets 2019: $2,831,097Liabilities 2019: $420,207Net Assets 2019: $2,410,8902019Assets 2020: $2,699,414Liabilities 2020: $513,449Net Assets 2020: $2,185,9652020Assets 2021: $2,560,638Liabilities 2021: $513,641Net Assets 2021: $2,046,9972021Assets 2022: $2,573,426Liabilities 2022: $650,044Net Assets 2022: $1,923,3822022Assets 2023: $2,680,591Liabilities 2023: $756,300Net Assets 2023: $1,924,2912023

Highlighted filing

2013

Assets$1,764,079
Liabilities$279,996
Net Assets$1,484,083
Open 2013 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,306,680Expenses 2011: $2,088,280Net Income 2011: $218,4002011Expenses 2012: $1,933,4692012Revenue 2013: $2,166,288Expenses 2013: $1,941,968Net Income 2013: $224,3202013Revenue 2014: $1,709,341Expenses 2014: $2,211,788Net Income 2014: -$502,4472014Revenue 2015: $2,062,749Expenses 2015: $1,948,232Net Income 2015: $114,5172015Revenue 2016: $2,808,212Expenses 2016: $2,186,904Net Income 2016: $621,3082016Revenue 2017: $2,455,412Expenses 2017: $2,202,139Net Income 2017: $253,2732017Revenue 2018: $2,334,347Expenses 2018: $2,156,225Net Income 2018: $178,1222018Revenue 2019: $2,328,944Expenses 2019: $2,006,061Net Income 2019: $322,8832019Revenue 2020: $1,656,027Expenses 2020: $1,880,952Net Income 2020: -$224,9252020Revenue 2021: $1,727,917Expenses 2021: $1,866,885Net Income 2021: -$138,9682021Revenue 2022: $1,833,428Expenses 2022: $1,957,043Net Income 2022: -$123,6152022Revenue 2023: $2,118,252Expenses 2023: $2,117,343Net Income 2023: $9092023

Highlighted filing

2013

Revenue$2,166,288
Expenses$1,941,968
Net Income$224,320
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 29, 2014
Return Version
2013v3.0
Gross Receipts
$2,181,250
Mission and Program Overview

Mission

Develop and promote excellence in technicians who install and service heating, ventilation, air conditioning, and refrigeration equipment via voluntary testing and certification.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$965,407$1,351,833▲ $386,426
Accounts Receivable$378,449$330,801▼ $47,648
Prepaid Expenses and Deferred Charges$20,895$78,778▲ $57,883
Land, Buildings, and Equipment, Net$1,799$2,667▲ $868
Total Assets$1,366,550$1,764,079▲ $397,529
Liabilities
Accounts Payable and Accrued Expenses$99,112$277,856▲ $178,744
Deferred Revenue$7,675$2,140▼ $5,535
Total Liabilities$106,787$279,996▲ $173,209
Net Assets / Fund Balance
Unrestricted Net Assets$1,259,763$1,484,083▲ $224,320
Total Net Assets Fund Balance$1,259,763$1,484,083▲ $224,320
Total Liabilities and Net Assets / Fund Balance$1,366,550$1,764,079▲ $397,529

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,667$25,037$27,704
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleBaseTotal
Don FrendbergImmediate Past Chair$71,000$71,000

Board Members and Trustees

NameTitle
Wade MayfieldChairman (from 10/2013)
Ray IsaacImmediate Past Chair (thru 10/2013)
Chris BakerVice Chairman
Mitchell CroppVice Chairman (thru 10/2013)
Changler Von SchraderTrustee
Dan AshendenTrustee
Dan FoleyTrustee
Darrell GarrisonTrustee
Donald JenkinsTrustee
Ed PurvisTrustee
Gary BedardTrustee
Gerard KennedyTrustee
Harlan KrepcikTrustee
Marc BridgensTrustee
Mike MurphyTrustee
Paul StalknechtTrustee
Spencer AtkinsTrustee
Talbot GeeTrustee
Terry TankerTrustee
Wayne ReedyTrustee
Chris NelsonTrustee (from 10/2013)
David W McllwaineTrustee (from 10/2013)
Scott GouletTrustee (from 10/2013)
Bob McdonoughTrustee (thru 10/2013)
Mark LowryTrustee (thru 10/2013)
Whit PerryTrustee (thru 10/2013)
John LanierChief Operating Officer
Stephen YurekParlimentarian
David SwiftSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Video General INCExam Administration-$491,836
Ahri INCAdministrative Services-$443,972
Revenue and Support

Revenue Composition

Contributions and Grants
$15,535
Program Service Revenue
$2,110,100
Investment Income
$1,296
Other Revenue
$39,357
All Other Contributions
$15,535
Change in Net Assets
$224,320

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,181,250
Revenue Not Reported on Financial Statements
$-14,962
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-14,962
Total Revenue per Audited Statements
$2,181,250
Total Revenue per Form 990
$2,166,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,792,766
Salaries, Compensation, and Employee Benefits$149,202
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$600,068
Advertising---$348,291
Current Officers, Directors, Trustees, and Key Employees---$71,000
Travel---$70,924
Occupancy---$69,110
Other Salaries and Wages---$64,611
Fees for Services Other---$55,838
Office Expenses---$53,203
Fees for Services Accounting---$25,982
Conferences and Meetings---$22,052
Information Technology---$12,181
Insurance---$11,882
Other Expenses---$10,671
All Other Expenses---$7,600
Other Employee Benefits---$6,896
Payroll Taxes---$6,695
Fees for Services Legal---$4,263
Depreciation Depletion---$2,132
Total Functional Expenses$0$0$0$1,941,968

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,956,930
Expenses per Audited Statements$1,941,968
Total Expenses per Form 990$1,941,968
Expenses Not Reported on Form 990$14,962
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 was prepared by the outside accountants. It was reviewed internally by the chief operating officer, the chief financial officer of ahri, the ceo of ahri, ahri in-house counsel and the nate executive committee before filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“A copy of the conflict of interest policy is provided annually to each member of the governing body as well as to all officers and key employees; each is reminded to review the policy and to report any conflicts of interest. If a conflict arises, the organization evaluates the matter and take any action it deems appropriate, which may include disclosure of the conflict to all parties or removing the individual from any decision or discussion to avoid the conflict or perceived conflict.”

Form 990, Part VI, Section B, Line 15A

“As of march 2013, nate entered into an administrative services agreement with ahri. In accordance with this agreement, nate employees became employees of ahri. The position of nate president was eliminated. The position of chief operating officer (coo) was created. The coo position reports to the ahri president and ceo as well as to the nate board. The performance of the coo is reviewed annually by the ahri president and ceo with input from the nate executive committee. The salary of the coo is reviewed annually in conjunction with the performance review each december. The last compensation study done by ahri was completed in 2010.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
75-2705796
Phone
8774206283

Signing Officer

Name
John Lanier
Title
Chief Operating Officer
Phone
8774206283
Signed
2014-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Lanier
Formed
1997
Legal Domicile
De
Voting Board Members
24
Independent Board Members
23
Employees
4
Volunteers
69

Preparer

Preparer
John Huskins
Phone
9197196400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“In accordance with gaap, nate has concluded that there are no uncertain tax positions as of december 31, 2013.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Cost of goods sold -14,962.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 14,962.”

Raw XML AppendixShowing 400 of 525 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm15TERRY TANKER
IRS990/Form990PartVIISectionAGrp/PersonNm16SCOTT GOULET
IRS990/Form990PartVIISectionAGrp/PersonNm17DAVID W MCLLWAINE
IRS990/Form990PartVIISectionAGrp/PersonNm18CHRIS NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm19MARK LOWRY
IRS990/Form990PartVIISectionAGrp/PersonNm20BOB MCDONOUGH
IRS990/Form990PartVIISectionAGrp/PersonNm21WHIT PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm22STEPHEN YUREK
IRS990/Form990PartVIISectionAGrp/PersonNm23WADE MAYFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm24CHRIS BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm25MITCHELL CROPP
IRS990/Form990PartVIISectionAGrp/PersonNm26DAVID SWIFT
IRS990/Form990PartVIISectionAGrp/PersonNm27DON FRENDBERG
IRS990/Form990PartVIISectionAGrp/PersonNm28RAY ISAAC
IRS990/Form990PartVIISectionAGrp/PersonNm29JOHN LANIER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2771000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE (FROM 10/2013)
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE (FROM 10/2013)
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE (FROM 10/2013)
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE (THRU 10/2013)
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE (THRU 10/2013)
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE (THRU 10/2013)
IRS990/Form990PartVIISectionAGrp/TitleTxt22PARLIMENTARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHAIRMAN (FROM 10/2013)
IRS990/Form990PartVIISectionAGrp/TitleTxt24VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt25VICE CHAIRMAN (THRU 10/2013)
IRS990/Form990PartVIISectionAGrp/TitleTxt26SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt27IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt28IMMEDIATE PAST CHAIR (THRU 10/2013)
IRS990/Form990PartVIISectionAGrp/TitleTxt29CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02181250
IRS990/GrossSalesOfInventoryAmt040313
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt012181
IRS990/InsuranceGrp/TotalAmt011882
IRS990/InvestmentIncomeGrp/ExclusionAmt01296
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01296
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025037
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01799
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02667
IRS990/LandBldgEquipCostOrOtherBssAmt027704
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEVELOP AND PROMOTE EXCELLENCE IN TECHNICIANS WHO INSTALL AND SERVICE HEATING, VENTILATION, AIR CONDITIONING, AND REFRIGERATION EQUIPMENT VIA VOLUNTARY TESTING AND CERTIFICATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01259763
IRS990/NetAssetsOrFundBalancesEOYAmt01484083
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt025351
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt025351
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt069110
IRS990/OfficeExpensesGrp/TotalAmt053203
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06896
IRS990/OtherExpensesGrp/Desc0EXAM ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1EXAM MAINTENANCE
IRS990/OtherExpensesGrp/Desc2NATE STORE EXPENSES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0449314
IRS990/OtherExpensesGrp/TotalAmt135649
IRS990/OtherExpensesGrp/TotalAmt213606
IRS990/OtherExpensesGrp/TotalAmt310671
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014006
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014006
IRS990/OtherRevenueTotalAmt014006
IRS990/OtherSalariesAndWagesGrp/TotalAmt064611
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt06695
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020895
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt078778
IRS990/PrincipalOfficerNm0JOHN LANIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EXAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02110100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02110100
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0809
IRS990/PYOtherExpensesAmt01292082
IRS990/PYOtherRevenueAmt050860
IRS990/PYProgramServiceRevenueAmt02152753
IRS990/PYRevenuesLessExpensesAmt0270953
IRS990/PYSalariesCompEmpBnftPaidAmt0641387
IRS990/PYTotalExpensesAmt01933469
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02204422
IRS990/ReconcilationRevenueExpnssAmt0224320
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,764,079
Liabilities
$279,996
Net assets
$1,484,083
Revenue
$2,166,288
Expenses
$1,941,968
Net income
$224,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.68$0.76$1.92$2.12$2.12$0.00
2022Summary only. Only limited summary data is available for this year.$2.57$0.65$1.92$1.83$1.96$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.51$2.05$1.73$1.87$0.14
2020Summary only. Only limited summary data is available for this year.$2.70$0.51$2.19$1.66$1.88$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.42$2.41$2.33$2.01$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.54$2.09$2.33$2.16$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.48$1.97$2.46$2.20$0.25
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.53$1.72$2.81$2.19$0.62
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.39$1.10$2.06$1.95$0.11
2014Summary only. Only limited summary data is available for this year.$1.45$0.47$0.98$1.71$2.21$0.50
2013Detailed filing. Detailed filing data is available for this year.$1.76$0.28$1.48$2.17$1.94$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.11$1.26$1.93
2011Summary only. Only limited summary data is available for this year.$1.11$0.12$0.99$2.31$2.09$0.22