Civic Intelligence

North American Technician Excellence Inc

990 • Fiscal year 2018 • EIN 75-2705796

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

Organization ProfileWWW.NATEX.ORG

View Organization Page

2311 Wilson Blvd No 410Arlington, VA 22201

(877) 420-6283

Siviq Scores

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

Liabilities / Assets

55th percentile

0.21x

Higher debt load relative to assets than 55% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

58th percentile

0.23x

Higher debt load relative to revenue than 58% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Net Margin

65th percentile

7.6%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Asset Growth

65th percentile

7.1%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-4.9%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$2,627,963

Up $173,968 (+7.1%) from 2017

Net Assets

Up

$2,088,007

Up $117,273 (+6.0%) from 2017

Liabilities

Up

$539,956

Up $56,695 (+12%) from 2017

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin65th percentile

Revenue

Down

$2,334,347

Down $121,065 (-4.9%) from 2017

Expenses

Down

$2,156,225

Down $45,914 (-2.1%) from 2017

Net Income

Down

$178,122

Down $75,151 (-30%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$2,627,963
Liabilities$539,956
Net Assets$2,088,007
Open 2018 Filing

Operations Trend

Revenue Growth22nd 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

2018

Revenue$2,334,347
Expenses$2,156,225
Net Income$178,122
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$2,443,067
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$2,075,926$1,901,386▼ $174,540
Accounts Receivable$216,421$474,058▲ $257,637
Land, Buildings, and Equipment, Net$139,751$127,817▼ $11,934
Prepaid Expenses and Deferred Charges$21,897$22,302▲ $405
Total Assets$2,453,995$2,627,963▲ $173,968
Other Assets Total$0$102,400▲ $102,400
Liabilities
Accounts Payable and Accrued Expenses$312,511$415,850▲ $103,339
Deferred Revenue$123,250$124,106▲ $856
Other Liabilities$47,500$0▼ $47,500
Total Liabilities$483,261$539,956▲ $56,695
Net Assets / Fund Balance
Unrestricted Net Assets$1,970,734$2,088,007▲ $117,273
Total Net Assets Fund Balance$1,970,734$2,088,007▲ $117,273
Total Liabilities and Net Assets / Fund Balance$2,453,995$2,627,963▲ $173,968

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$125,150$407,394$532,544
Equipment$2,667$16,856$19,523
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Laura DifilippoChairman From 10/2018
David McilwaineChairman Thru 10/2018
Kevin DierVice Chairman From 10/2018
Brent SchroederTrustee
Mike HellmanTrustee
Eddie BluffTrustee From 10/2018
Edward McfarlaneTrustee From 10/2018
Harold NelsonTrustee From 10/2018
Kevin TrautTrustee From 10/2018
Quan NguyenTrustee From 10/2018
Rhonda WightTrustee From 10/2018
Matthew PineTrustee Thru 10/2018
John LanierChief Operating Officer
Mike BransonSecretary/treasurer From 10/2018
Gary S BedardSecretary/treasurer Thru 10/2018

Highest Paid Contractors

ContractorServicesLocationCompensation
AhriAdministrative Services2311 WILSON BLVD SUITE 400, Arlington, VA 22201$871,983
Castle Worldwide INCExam Administration6001 HOSPITALITY CT SUITE 100, Morrisville, NC 27560$639,059
Revenue and Support

Revenue Composition

Contributions and Grants
$10,000
Program Service Revenue
$2,231,260
Investment Income
$5,864
Other Revenue
$87,223
All Other Contributions
$10,000
Change in Net Assets
$178,122

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,334,347
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$108,720
Total Revenue per Audited Statements
$2,443,067
Total Revenue per Form 990
$2,334,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,156,225
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---$871,983
Advertising---$275,662
Office Expenses---$116,613
Occupancy---$100,000
Depreciation Depletion---$62,403
Travel---$34,987
Conferences and Meetings---$28,808
Fees for Services Other---$26,000
Fees for Services Accounting---$22,040
Insurance---$14,491
Other Expenses---$5,335
Information Technology---$2,000
All Other Expenses---$98
Total Functional Expenses$0$0$0$2,156,225

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,325,794
Expenses per Audited Statements$2,156,225
Total Expenses per Form 990$2,156,225
Expenses Not Reported on Form 990$169,569
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
Section 527 Activity Spending$0
Total Exempt Function Spending$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 2019. 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
2311 WILSON BLVD NO 410, ARLINGTON, VA 22201

Signing Officer

Name
John Lanier
Title
Chief Operating Officer
Phone
8774206283
Signed
2019-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Lanier
Formed
1997
Legal Domicile
Va
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
40

Preparer

Firm
Johnson Lambert Llp
Address
4242 SIX FORKS ROAD SUITE 1500, RALEIGH, NC 27609
Preparer
J Calvin Marks
Phone
9197196400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in bad debt -60,849.”

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 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 108,720.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 108,720. Bad debt 60,849.”

Raw XML AppendixShowing 400 of 440 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/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER THRU 10/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TREASURER FROM 10/2018
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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE FROM 10/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE FROM 10/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE FROM 10/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE THRU 10/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE FROM 10/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE FROM 10/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02443067
IRS990/GrossSalesOfInventoryAmt0166770
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt02000
IRS990/InsuranceGrp/TotalAmt014491
IRS990/InvestmentIncomeGrp/ExclusionAmt05864
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05864
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0424250
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0139751
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0127817
IRS990/LandBldgEquipCostOrOtherBssAmt0552067
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/NetAssetsOrFundBalancesBOYAmt01970734
IRS990/NetAssetsOrFundBalancesEOYAmt02088007
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt058050
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt058050
IRS990/NetUnrelatedBusTxblIncmAmt017321
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0100000
IRS990/OfficeExpensesGrp/TotalAmt0116613
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0102400
IRS990/OtherChangesInNetAssetsAmt0-60849
IRS990/OtherExpensesGrp/Desc0EXAM ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1EXAM MAINTENANCE
IRS990/OtherExpensesGrp/Desc2TAXES & LICENSES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0487085
IRS990/OtherExpensesGrp/TotalAmt1100610
IRS990/OtherExpensesGrp/TotalAmt28110
IRS990/OtherExpensesGrp/TotalAmt35335
IRS990/OtherLiabilitiesGrp/BOYAmt047500
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0PUBLICATIONS
IRS990/OtherRevenueMiscGrp/Desc1JOB BOARD
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023963
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15210
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt023963
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt15210
IRS990/OtherRevenueTotalAmt029173
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021897
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022302
IRS990/PrincipalOfficerNm0JOHN LANIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EXAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02231260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02231260
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010120
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02945
IRS990/PYOtherExpensesAmt02202139
IRS990/PYOtherRevenueAmt099958
IRS990/PYProgramServiceRevenueAmt02342389
IRS990/PYRevenuesLessExpensesAmt0253273
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02202139
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02455412
IRS990/ReconcilationRevenueExpnssAmt0178122
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02075926
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01901386
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/Expended527ActivitiesAmt00
IRS990ScheduleC/Form1120POLFiledInd00
IRS990ScheduleC/InternalFundsContributedAmt00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TotalExemptFunctionExpendAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02667
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016856
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019523
IRS990ScheduleD/ExpensesNotReportedAmt0169569
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02156225
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt0169569
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0125150
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0407394
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0532544
IRS990ScheduleD/OtherRevenueAmt0108720
IRS990ScheduleD/RevenueNotReportedAmt0108720
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02334347
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 108,720.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD 108,720. BAD DEBT 60,849.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0127817
IRS990ScheduleD/TotalExpensesPerForm990Amt02156225
IRS990ScheduleD/TotalRevenuePerForm990Amt02334347
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02443067
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02325794
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NATE ENTERED INTO AN ADMINISTRATIVE SERVICES AGREEMENT WITH AHRI. IN ACCORDANCE WITH THIS AGREEMENT, NATE EMPLOYEES BECAME EMPLOYEES OF AHRI.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS 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 2019. THE LAST COMPENSATION STUDY DONE BY AHRI WAS COMPLETED IN 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGE IN BAD DEBT -60,849.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02453995
IRS990/TotalAssetsEOYAmt02627963
IRS990/TotalAssetsGrp/BOYAmt02453995
IRS990/TotalAssetsGrp/EOYAmt02627963
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02156225
IRS990/TotalGrossUBIAmt029173
IRS990/TotalLiabilitiesBOYAmt0483261
IRS990/TotalLiabilitiesEOYAmt0539956
IRS990/TotalLiabilitiesGrp/BOYAmt0483261
IRS990/TotalLiabilitiesGrp/EOYAmt0539956
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01970734
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02088007
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02231260
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05864
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02289310
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02334347
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt029173
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02453995
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02627963
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt034987
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01970734
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02088007
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02311 WILSON BLVD NO 410
IRS990/USAddress/CityNm0ARLINGTON
IRS990/USAddress/StateAbbreviationCd0VA

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,627,963
Liabilities
$539,956
Net assets
$2,088,007
Revenue
$2,334,347
Expenses
$2,156,225
Net income
$178,122
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
2018Detailed filing. Detailed filing data is available for this year.$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