Civic Intelligence

North American Technician Excellence Inc

990 • Fiscal year 2014 • EIN 75-2705796

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 04, 2015

Organization ProfileWWW.NATEX.ORG

View Organization Page

2111 Wilson Blvd No 510Arlington, VA 22201

(877) 420-6283

Siviq Scores

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

Liabilities / Assets

66th percentile

0.33x

Higher debt load relative to assets than 66% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.28x

Higher debt load relative to revenue than 62% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Net Margin

4th percentile

-29%

Higher net margin than 4% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Asset Growth

7th percentile

-18%

Faster asset growth than 7% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-21%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets66th percentile

Assets

Flat

$1,454,896

Flat from 2014

Net Assets

Flat

$981,636

Flat from 2014

Liabilities

Flat

$473,260

Flat from 2014

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Flat

$1,709,341

Flat from 2014

Expenses

Flat

$2,211,788

Flat from 2014

Net Income

Flat

-$502,447

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth7th 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 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

2014

Assets$1,454,896
Liabilities$473,260
Net Assets$981,636
Open 2014 Filing

Operations Trend

Revenue Growth6th 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 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

2014

Revenue$1,709,341
Expenses$2,211,788
Net Income-$502,447
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 4, 2015
Return Version
2014v5.0
Gross Receipts
$1,719,554
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$1,351,833$930,334▼ $421,499
Land, Buildings, and Equipment, Net$2,667$284,872▲ $282,205
Accounts Receivable$330,801$230,555▼ $100,246
Prepaid Expenses and Deferred Charges$78,778$9,135▼ $69,643
Total Assets$1,764,079$1,454,896▼ $309,183
Liabilities
Accounts Payable and Accrued Expenses$277,856$280,757▲ $2,901
Other Liabilities$0$179,317▲ $179,317
Deferred Revenue$2,140$13,186▲ $11,046
Total Liabilities$279,996$473,260▲ $193,264
Net Assets / Fund Balance
Unrestricted Net Assets$1,484,083$981,636▼ $502,447
Total Net Assets Fund Balance$1,484,083$981,636▼ $502,447
Total Liabilities and Net Assets / Fund Balance$1,764,079$1,454,896▼ $309,183

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$284,872$59,022$343,894
Equipment$0$24,704$24,704
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Wade MayfieldChairman
Don FrendbergImmediate Past Chairman
Chris BakerVice Chairman
Chandler Von SchraderTrustee
Chris NelsonTrustee
Dan AshendenTrustee
Dan FoleyTrustee
Darrell GarrisonTrustee
David McilwaineTrustee
Donald E JenkinsTrustee
Gerard KennedyTrustee
Harlan KrepcikTrustee
Marc E BridgensTrustee
Mike MurphyTrustee
Paul StalknechtTrustee
Scott GouletTrustee
Spencer G AtkinsTrustee
Talbot GeeTrustee
Terry TankerTrustee
Wayne ReedyTrustee
Gary ClarkTrustee From 4/2014
Rich HokeTrustee From 4/2014
Ed PurvisTrustee Thru 4/2014
John LanierChief Operating Officer
Stephen YurekParlimentarian
Gary S BedardSecretary/treasurer
David SwiftSecretary/treasurer Thru 4/2014

Highest Paid Contractors

ContractorServicesLocationCompensation
AhriAdministrative Services2111 WILSON BLVD SUITE 500, Arlington, VA 22201$984,726
Castle Worldwide INCExam Administration900 PERIMETER PARK SUITE G, Morrisville, NC 27560$288,760
Video GeneralExam Administration1156 107TH STREET, Arlington, TX 76011$228,965
Anant CorporationWebsite Development1010 WISCONSIN AVE NW SUITE 250, Washington, DC 20007$110,176
Revenue and Support

Revenue Composition

Contributions and Grants
$10,140
Program Service Revenue
$1,649,014
Investment Income
$1,546
Other Revenue
$48,641
All Other Contributions
$10,140
Change in Net Assets
$-502,447

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,719,554
Revenue Not Reported on Financial Statements
$-10,213
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-10,213
Total Revenue per Audited Statements
$1,719,554
Total Revenue per Form 990
$1,709,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,211,788
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$984,726
Advertising---$222,496
Occupancy---$90,000
Office Expenses---$62,681
Depreciation Depletion---$58,689
Travel---$43,004
Fees for Services Accounting---$41,020
Conferences and Meetings---$23,138
All Other Expenses---$20,927
Other Expenses---$20,879
Fees for Services Other---$16,307
Insurance---$10,471
Total Functional Expenses$0$0$0$2,211,788

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,222,001
Expenses per Audited Statements$2,211,788
Total Expenses per Form 990$2,211,788
Expenses Not Reported on Form 990$10,213
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Shared Board MembersMarketing AgreementNo$77,811
-Shared Board MembersMarketing AgreementNo$75,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contract Liability$179,317
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Nate entered into an administrative services agreement with ahri. In accordance with this agreement, nate employees became employees of ahri.”

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 2014.”

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

Filer Name
North American Technician Excellence Inc
EIN
75-2705796
Phone
8774206283
Address
2111 WILSON BLVD NO 510, ARLINGTON, VA 22201

Signing Officer

Name
Stephanie Murphy
Title
Chief Financial Officer
Phone
8774206283
Signed
2015-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Lanier
Formed
1997
Legal Domicile
Va
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
70

Preparer

Firm
Johnson Lambert Llp
Address
700 SPRING FOREST ROAD STE 115, RALEIGH, NC 27609
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, 2014.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Cost of goods sold -10,213.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 10,213.”

Raw XML AppendixShowing 400 of 533 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/ActivityOrMissionDesc0DEVELOP AND PROMOTE EXCELLENCE IN TECHNICIANS WHO INSTALL AND SERVICE HEATING, VENTILATION, AIR CONDITIONING, AND REFRIGERATION EQUIPMENT VIA VOLUNTARY TESTING AND CERTIFICATION.
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IRS990/Desc0NATE OFFERS CORE SERVICE, CORE INSTALLATION, AND SPECIALTY EXAMS THAT CERTIFY THE SKILLS OF INSTALLATION AND SERVICE TECHNICIANS WHO WORK ON RESIDENTIAL AND LIGHT COMMERCIAL EQUIPMENT AND SYSTEMS: AIR CONDITIONING, AIR DISTRIBUTION, GAS HEATING, HEAT PUMPS, OIL HEATING, GAS AND OIL HYDRONICS, AND COMMERCIAL AND LIGHT COMMERCIAL REFRIGERATION. TO BECOME CERTIFIED AS A NATE INSTALLATION AND/OR SERVICE TECHNICIAN, TECHNICIANS NEED TO PASS BOTH THE REQUIRED CORE AND SPECIALTY EXAMS. THERE IS ALSO A SENIOR ENERGY ANALYST CERTIFICATION AS WELL AS A CERTIFICATION OFFERED IN CONJUNCTION WITH THE INTERNATIONAL GROUND SOURCE HEAT PUMP ASSOCIATION. NATE EXAMS ARE OFFERED AT HUNDREDS OF TESTING ORGANIZATIONS ACROSS THE UNITED STATES.
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IRS990/Form990PartVIISectionAGrp/PersonNm1SPENCER G ATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm2MARC E BRIDGENS
IRS990/Form990PartVIISectionAGrp/PersonNm3DAN FOLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4DARRELL GARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm5TALBOT GEE
IRS990/Form990PartVIISectionAGrp/PersonNm6SCOTT GOULET
IRS990/Form990PartVIISectionAGrp/PersonNm7DONALD E JENKINS
IRS990/Form990PartVIISectionAGrp/PersonNm8GERARD KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm9HARLAN KREPCIK
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID MCILWAINE
IRS990/Form990PartVIISectionAGrp/PersonNm11MIKE MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm12CHRIS NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm13WAYNE REEDY
IRS990/Form990PartVIISectionAGrp/PersonNm14CHANDLER VON SCHRADER
IRS990/Form990PartVIISectionAGrp/PersonNm15PAUL STALKNECHT
IRS990/Form990PartVIISectionAGrp/PersonNm16TERRY TANKER
IRS990/Form990PartVIISectionAGrp/PersonNm17GARY CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm18RICH HOKE
IRS990/Form990PartVIISectionAGrp/PersonNm19ED PURVIS
IRS990/Form990PartVIISectionAGrp/PersonNm20STEPHEN YUREK
IRS990/Form990PartVIISectionAGrp/PersonNm21WADE MAYFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm22CHRIS BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm23GARY S BEDARD
IRS990/Form990PartVIISectionAGrp/PersonNm24DAVID SWIFT
IRS990/Form990PartVIISectionAGrp/PersonNm25DON FRENDBERG
IRS990/Form990PartVIISectionAGrp/PersonNm26JOHN 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/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/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
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE FROM 4/2014
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE FROM 4/2014
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE THRU 4/2014
IRS990/Form990PartVIISectionAGrp/TitleTxt20PARLIMENTARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt22VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt23SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt24SECRETARY/TREASURER THRU 4/2014
IRS990/Form990PartVIISectionAGrp/TitleTxt25IMMEDIATE PAST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt26CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01719554
IRS990/GrossSalesOfInventoryAmt031447
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt010471
IRS990/InvestmentIncomeGrp/ExclusionAmt01546
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01546
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt083726
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02667
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0284872
IRS990/LandBldgEquipCostOrOtherBssAmt0368598
IRS990/LegalDomicileStateCd0VA
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/NetAssetsOrFundBalancesBOYAmt01484083
IRS990/NetAssetsOrFundBalancesEOYAmt0981636
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt021234
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt021234
IRS990/NetUnrelatedBusTxblIncmAmt013937
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt090000
IRS990/OfficeExpensesGrp/TotalAmt062681
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EXAM ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1EXAM MAINTENANCE
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0420011
IRS990/OtherExpensesGrp/TotalAmt1131297
IRS990/OtherExpensesGrp/TotalAmt266142
IRS990/OtherExpensesGrp/TotalAmt320879
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0179317
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt07407
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027407
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt020000
IRS990/OtherRevenueTotalAmt027407
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt078778
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09135
IRS990/PrincipalOfficerNm0JOHN LANIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EXAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01649014
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01649014
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt015535
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01296
IRS990/PYOtherExpensesAmt01792766
IRS990/PYOtherRevenueAmt039357
IRS990/PYProgramServiceRevenueAmt02110100
IRS990/PYRevenuesLessExpensesAmt0224320
IRS990/PYSalariesCompEmpBnftPaidAmt0149202
IRS990/PYTotalExpensesAmt01941968
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02166288
IRS990/ReconcilationRevenueExpnssAmt0-502447
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01351833
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0930334
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,454,896
Liabilities
$473,260
Net assets
$981,636
Revenue
$1,709,341
Expenses
$2,211,788
Net income
-$502,447
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
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.47$0.98$1.71$2.21$0.50
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