Civic Intelligence

North American Technician Excellence Inc

990 • Fiscal year 2017 • EIN 75-2705796

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 03, 2018

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

53rd percentile

0.20x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.20x

Higher debt load relative to revenue than 53% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

72nd percentile

10%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Asset Growth

62nd percentile

9.1%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-13%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$2,453,995

Up $205,618 (+9.1%) from 2016

Net Assets

Up

$1,970,734

Up $253,273 (+15%) from 2016

Liabilities

Down

$483,261

Down $47,655 (-9.0%) from 2016

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin72nd percentile

Revenue

Down

$2,455,412

Down $352,800 (-13%) from 2016

Expenses

Up

$2,202,139

Up $15,235 (+0.7%) from 2016

Net Income

Down

$253,273

Down $368,035 (-59%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2017

Assets$2,453,995
Liabilities$483,261
Net Assets$1,970,734
Open 2017 Filing

Operations Trend

Revenue Growth10th 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

2017

Revenue$2,455,412
Expenses$2,202,139
Net Income$253,273
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 3, 2018
Return Version
2017v2.3
Gross Receipts
$2,552,273
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$1,793,709$2,075,926▲ $282,217
Accounts Receivable$238,827$216,421▼ $22,406
Land, Buildings, and Equipment, Net$197,104$139,751▼ $57,353
Prepaid Expenses and Deferred Charges$18,737$21,897▲ $3,160
Total Assets$2,248,377$2,453,995▲ $205,618
Liabilities
Accounts Payable and Accrued Expenses$318,389$312,511▼ $5,878
Deferred Revenue$119,356$123,250▲ $3,894
Other Liabilities$93,171$47,500▼ $45,671
Total Liabilities$530,916$483,261▼ $47,655
Net Assets / Fund Balance
Unrestricted Net Assets$1,717,461$1,970,734▲ $253,273
Total Net Assets Fund Balance$1,717,461$1,970,734▲ $253,273
Total Liabilities and Net Assets / Fund Balance$2,248,377$2,453,995▲ $205,618

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$137,084$336,810$473,894
Equipment$2,667$25,037$27,704
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
David McilwaineChairman
Laura DifilippoVice Chairman
Brent SchroederTrustee
Chris BakerTrustee
Matthew PineTrustee
Mike HellmanTrustee
Daniel PettawayTrustee From 1/2017 Thru 10/2017
Art MillerTrustee Thru 10/2017
Dan FoleyTrustee Thru 10/2017
Harlan KrepcikTrustee Thru 10/2017
Joe MarcheseTrustee Thru 10/2017
Jolene MethvinTrustee Thru 10/2017
Marc E BridgensTrustee Thru 10/2017
Michael R CoppTrustee Thru 10/2017
Mike MurphyTrustee Thru 10/2017
Paul StalknechtTrustee Thru 10/2017
Scott GouletTrustee Thru 10/2017
Talbot GeeTrustee Thru 10/2017
Terry TankerTrustee Thru 10/2017
John LanierChief Operating Officer
Stephen YurekParlimentarian Thru 10/2017
Gary S BedardSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
AhriAdministrative Services2111 WILSON BLVD SUITE 500, Arlington, VA 22201$935,556
Castle Worldwide INCExam Administration900 PERIMETER PARK SUITE G, Morrisville, NC 27560$741,452
Revenue and Support

Revenue Composition

Contributions and Grants
$10,120
Program Service Revenue
$2,342,389
Investment Income
$2,945
Other Revenue
$99,958
All Other Contributions
$10,120
Change in Net Assets
$253,273

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,552,273
Revenue Not Reported on Financial Statements
$-96,861
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-96,861
Total Revenue per Audited Statements
$2,552,273
Total Revenue per Form 990
$2,455,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,202,139
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---$817,583
Advertising---$261,087
Office Expenses---$104,118
Occupancy---$87,600
Depreciation Depletion---$77,953
Travel---$43,760
Fees for Services Other---$39,403
Fees for Services Accounting---$22,683
Conferences and Meetings---$19,613
Insurance---$10,753
All Other Expenses---$9,787
Other Expenses---$5,666
Interest---$32
Fees for Services Legal---$27
Total Functional Expenses$0$0$0$2,202,139

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,299,000
Expenses per Audited Statements$2,202,139
Total Expenses per Form 990$2,202,139
Expenses Not Reported on Form 990$96,861
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
In-house lobbying only
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$0
Section 527 Activity Spending$0
Total Exempt Function Spending$0
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Shared Board Members and OfficerAdministrative ServicesNo$935,556
-Shared Board MembersMarketing & Publication Resale AgreementNo$38,925
-Shared Board MembersMarketing AgreementNo$32,750
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contract Liability$47,500
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
Yes
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 A, Line 4

“Nate amended its bylaws in october 2017 to update the structure of the board of trustees to better reflect the current and future needs of the organization.”

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 november 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
John Lanier
Title
Chief Operating Officer
Phone
8774206283
Signed
2018-07-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Lanier
Formed
1997
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
7
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, 2017.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Cost of goods sold -96,861.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 96,861.”

Raw XML AppendixShowing 400 of 502 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/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/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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE FROM 1/2017 THRU 10/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE THRU 10/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE THRU 10/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE THRU 10/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE THRU 10/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE THRU 10/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE THRU 10/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE THRU 10/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE THRU 10/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE THRU 10/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE THRU 10/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE THRU 10/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE THRU 10/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt17PARLIMENTARIAN THRU 10/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02552273
IRS990/GrossSalesOfInventoryAmt0165193
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt010753
IRS990/InterestGrp/TotalAmt032
IRS990/InvestmentIncomeGrp/ExclusionAmt02945
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02945
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0361847
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0197104
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0139751
IRS990/LandBldgEquipCostOrOtherBssAmt0501598
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/NetAssetsOrFundBalancesBOYAmt01717461
IRS990/NetAssetsOrFundBalancesEOYAmt01970734
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt068332
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt068332
IRS990/NetUnrelatedBusTxblIncmAmt022196
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt087600
IRS990/OfficeExpensesGrp/TotalAmt0104118
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EXAM ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1EXAM MAINTENANCE
IRS990/OtherExpensesGrp/Desc2TAXES & LICENSES
IRS990/OtherExpensesGrp/Desc3NATE STORE EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0593981
IRS990/OtherExpensesGrp/TotalAmt1101189
IRS990/OtherExpensesGrp/TotalAmt26904
IRS990/OtherExpensesGrp/TotalAmt35666
IRS990/OtherLiabilitiesGrp/BOYAmt093171
IRS990/OtherLiabilitiesGrp/EOYAmt047500
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0PUBLICATIONS
IRS990/OtherRevenueMiscGrp/Desc1JOB BOARD
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt029000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12626
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt029000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt12626
IRS990/OtherRevenueTotalAmt031626
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018737
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021897
IRS990/PrincipalOfficerNm0JOHN LANIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EXAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02342389
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02342389
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010000
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01599
IRS990/PYOtherExpensesAmt02186904
IRS990/PYOtherRevenueAmt0115323
IRS990/PYProgramServiceRevenueAmt02681290
IRS990/PYRevenuesLessExpensesAmt0621308
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02186904
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02808212
IRS990/ReconcilationRevenueExpnssAmt0253273
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01793709
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02075926
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/Expended527ActivitiesAmt00
IRS990ScheduleC/Form1120POLFiledInd00
IRS990ScheduleC/InternalFundsContributedAmt00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/PoliticalExpendituresAmt00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TotalExemptFunctionExpendAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02667
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025037
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027704
IRS990ScheduleD/ExpensesNotReportedAmt096861
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02202139
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt096861
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0137084
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0336810
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0473894
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt047500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRACT LIABILITY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-96861
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-96861
IRS990ScheduleD/RevenueSubtotalAmt02552273
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH GAAP, NATE HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD -96,861.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD 96,861.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0139751
IRS990ScheduleD/TotalExpensesPerForm990Amt02202139
IRS990ScheduleD/TotalLiabilityAmt047500
IRS990ScheduleD/TotalRevenuePerForm990Amt02455412
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02552273
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02299000
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0AIR-CONDITIONING HEATING AND REFRIGERATION INSTITUTE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1REFRIGERATION SERVICE ENGINEERS SOCIETY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt2AIR CONDITIONING CONTRACTORS OF AMERICA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SHARED BOARD MEMBERS AND OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SHARED BOARD MEMBERS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2SHARED BOARD MEMBERS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0935556

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,453,995
Liabilities
$483,261
Net assets
$1,970,734
Revenue
$2,455,412
Expenses
$2,202,139
Net income
$253,273
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
2017Detailed filing. Detailed filing data is available for this year.$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