Civic Intelligence

North American Technician Excellence Inc

990 • Fiscal year 2016 • EIN 75-2705796

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

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

57th percentile

0.24x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.19x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

90th percentile

22%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

95th percentile

52%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

36%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$2,248,377

Up $765,863 (+52%) from 2015

Net Assets

Up

$1,717,461

Up $621,308 (+57%) from 2015

Liabilities

Up

$530,916

Up $144,555 (+37%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin90th percentile

Revenue

Up

$2,808,212

Up $745,463 (+36%) from 2015

Expenses

Up

$2,186,904

Up $238,672 (+12%) from 2015

Net Income

Up

$621,308

Up $506,791 (+443%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2016

Assets$2,248,377
Liabilities$530,916
Net Assets$1,717,461
Open 2016 Filing

Operations Trend

Revenue Growth92nd 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

2016

Revenue$2,808,212
Expenses$2,186,904
Net Income$621,308
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Gross Receipts
$2,880,503
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$1,041,461$1,793,709▲ $752,248
Accounts Receivable$176,556$238,827▲ $62,271
Land, Buildings, and Equipment, Net$254,353$197,104▼ $57,249
Prepaid Expenses and Deferred Charges$10,144$18,737▲ $8,593
Total Assets$1,482,514$2,248,377▲ $765,863
Liabilities
Accounts Payable and Accrued Expenses$205,866$318,389▲ $112,523
Deferred Revenue$43,405$119,356▲ $75,951
Other Liabilities$137,090$93,171▼ $43,919
Total Liabilities$386,361$530,916▲ $144,555
Net Assets / Fund Balance
Unrestricted Net Assets$1,096,153$1,717,461▲ $621,308
Total Net Assets Fund Balance$1,096,153$1,717,461▲ $621,308
Total Liabilities and Net Assets / Fund Balance$1,482,514$2,248,377▲ $765,863

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$194,437$258,857$453,294
Equipment$2,667$25,037$27,704
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
David McilwaineCHAIRMAN FROM 11/2016; TRUSTEE THRU 10/2016
Wade MayfieldChairman Thru 11/2016
Don FrendbergImmediate Past Chairman Thru 10/2016
Chris BakerTRUSTEE FROM 11/2016; VICE CHAIRMAN THRU 10/2016
Laura DifilippoVICE CHAIRMAN FROM 11/2016; TRUSTEE THRU 10/2016
Brent SchroederTrustee
Dan FoleyTrustee
Harlan KrepcikTrustee
Marc E BridgensTrustee
Matthew PineTrustee
Michael R CoppTrustee
Mike HellmanTrustee
Mike MurphyTrustee
Paul StalknechtTrustee
Scott GouletTrustee
Talbot GeeTrustee
Terry TankerTrustee
Art MillerTrustee From 10/2016
Joe MarcheseTrustee From 10/2016
Jolene MethvinTrustee From 10/2016
Chandler Von SchraderTrustee Thru 10/2016
Darrell GarrisonTrustee Thru 10/2016
Stephen D KennedyTrustee Thru 10/2016
John LanierChief Operating Officer
Stephen YurekParlimentarian
Gary S BedardSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Castle Worldwide INCExam Administration900 PERIMETER PARK SUITE G, Morrisville, NC 27560$908,786
AhriAdministrative Services2111 WILSON BLVD SUITE 500, Arlington, VA 22201$891,718
Revenue and Support

Revenue Composition

Contributions and Grants
$10,000
Program Service Revenue
$2,681,290
Investment Income
$1,599
Other Revenue
$115,323
All Other Contributions
$10,000
Change in Net Assets
$621,308

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,880,503
Revenue Not Reported on Financial Statements
$-72,291
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-72,291
Total Revenue per Audited Statements
$2,880,503
Total Revenue per Form 990
$2,808,212
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,186,904
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---$783,553
Advertising---$220,380
Depreciation Depletion---$107,998
Office Expenses---$89,323
Occupancy---$81,600
Fees for Services Other---$41,798
Travel---$36,626
Fees for Services Accounting---$21,148
Conferences and Meetings---$17,775
Insurance---$10,803
Other Expenses---$6,731
Fees for Services Legal---$687
All Other Expenses---$-8,064
Total Functional Expenses$0$0$0$2,186,904

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,259,195
Expenses per Audited Statements$2,186,904
Total Expenses per Form 990$2,186,904
Expenses Not Reported on Form 990$72,291
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 Members and OfficerAdministrative ServicesNo$871,087
-Shared Board MembersMarketing AgreementNo$65,000
-Shared Board MembersMarketing and Publication Resale AgreementNo$32,025
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contract Liability$93,171
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 11B

“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, most recently in february 2017. 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
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
2017-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Lanier
Formed
1997
Legal Domicile
Va
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
40

Preparer

Firm
Johnson Lambert Llp
Address
4242 SIX FORKS RD STE 1500, 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, 2016.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Cost of goods sold -72,291.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 72,291.”

Raw XML AppendixShowing 400 of 524 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/PersonNm17STEPHEN D KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm18CHANDLER VON SCHRADER
IRS990/Form990PartVIISectionAGrp/PersonNm19STEPHEN YUREK
IRS990/Form990PartVIISectionAGrp/PersonNm20DAVID MCILWAINE
IRS990/Form990PartVIISectionAGrp/PersonNm21WADE MAYFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm22DON FRENDBERG
IRS990/Form990PartVIISectionAGrp/PersonNm23LAURA DIFILIPPO
IRS990/Form990PartVIISectionAGrp/PersonNm24GARY S BEDARD
IRS990/Form990PartVIISectionAGrp/PersonNm25JOHN LANIER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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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
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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/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 FROM 11/2016; VICE CHAIRMAN THRU 10/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE FROM 10/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE FROM 10/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE FROM 10/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE THRU 10/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE THRU 10/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE THRU 10/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt19PARLIMENTARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHAIRMAN FROM 11/2016; TRUSTEE THRU 10/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHAIRMAN THRU 11/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt22IMMEDIATE PAST CHAIRMAN THRU 10/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt23VICE CHAIRMAN FROM 11/2016; TRUSTEE THRU 10/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt24SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02880503
IRS990/GrossSalesOfInventoryAmt0145638
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt010803
IRS990/InvestmentIncomeGrp/ExclusionAmt01599
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01599
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0283894
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0254353
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0197104
IRS990/LandBldgEquipCostOrOtherBssAmt0480998
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt07976
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt041976
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt034000
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/NetAssetsOrFundBalancesBOYAmt01096153
IRS990/NetAssetsOrFundBalancesEOYAmt01717461
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt073347
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt073347
IRS990/NetUnrelatedBusTxblIncmAmt027815
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt081600
IRS990/OfficeExpensesGrp/TotalAmt089323
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EXAM ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1EXAM MAINTENANCE
IRS990/OtherExpensesGrp/Desc2NATE STORE EXPENSES
IRS990/OtherExpensesGrp/Desc3TAXES & LICENSES
IRS990/OtherExpensesGrp/TotalAmt0664455
IRS990/OtherExpensesGrp/TotalAmt195860
IRS990/OtherExpensesGrp/TotalAmt216231
IRS990/OtherExpensesGrp/TotalAmt36731
IRS990/OtherLiabilitiesGrp/BOYAmt0137090
IRS990/OtherLiabilitiesGrp/EOYAmt093171
IRS990/OtherRevenueTotalAmt041976
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010144
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018737
IRS990/PrincipalOfficerNm0JOHN LANIER
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IRS990/PYOtherRevenueAmt078765
IRS990/PYProgramServiceRevenueAmt01972288
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IRS990/PYSalariesCompEmpBnftPaidAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02062749
IRS990/ReconcilationRevenueExpnssAmt0621308
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01041461
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01793709
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02667
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025037
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027704
IRS990ScheduleD/ExpensesNotReportedAmt072291
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02186904
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt072291
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0194437
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0258857
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0453294
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt093171
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRACT LIABILITY
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IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-72291

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,248,377
Liabilities
$530,916
Net assets
$1,717,461
Revenue
$2,808,212
Expenses
$2,186,904
Net income
$621,308
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
2016Detailed filing. Detailed filing data is available for this year.$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