Civic Intelligence

North American Technician Excellence Inc

990 • Fiscal year 2019 • EIN 75-2705796

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

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

47th percentile

0.15x

Higher debt load relative to assets than 47% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

52nd percentile

0.18x

Higher debt load relative to revenue than 52% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Net Margin

79th percentile

14%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Asset Growth

57th percentile

7.7%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-0.2%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$2,831,097

Up $203,134 (+7.7%) from 2018

Net Assets

Up

$2,410,890

Up $322,883 (+15%) from 2018

Liabilities

Down

$420,207

Down $119,749 (-22%) from 2018

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin79th percentile

Revenue

Down

$2,328,944

Down $5,403 (-0.2%) from 2018

Expenses

Down

$2,006,061

Down $150,164 (-7.0%) from 2018

Net Income

Up

$322,883

Up $144,761 (+81%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2019

Assets$2,831,097
Liabilities$420,207
Net Assets$2,410,890
Open 2019 Filing

Operations Trend

Revenue Growth35th 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

2019

Revenue$2,328,944
Expenses$2,006,061
Net Income$322,883
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$2,424,532
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$1,901,386$2,262,022▲ $360,636
Accounts Receivable$474,058$269,969▼ $204,089
Land, Buildings, and Equipment, Net$127,817$182,677▲ $54,860
Prepaid Expenses and Deferred Charges$22,302$16,429▼ $5,873
Total Assets$2,627,963$2,831,097▲ $203,134
Other Assets Total$102,400$100,000▼ $2,400
Liabilities
Accounts Payable and Accrued Expenses$415,850$244,549▼ $171,301
Deferred Revenue$124,106$175,658▲ $51,552
Total Liabilities$539,956$420,207▼ $119,749
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,088,007$2,410,890▲ $322,883
Total Net Assets Fund Balance$2,088,007$2,410,890▲ $322,883
Total Liabilities and Net Assets / Fund Balance$2,627,963$2,831,097▲ $203,134

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$180,010$457,126$637,136
Equipment$2,667$16,856$19,523
Compensation and Service Providers
Top Officer Pay24th percentile

Board Members and Trustees

NameTitle
Laura DifilippoChairman
Kevin Traut2nd Vice Chairman
Kevin DierVice Chairman
Brent SchroederTrustee
Eddie BluffTrustee
Edward McfarlaneTrustee
Harold NelsonTrustee
Mike HellmanTrustee
Quan NguyenTrustee
Rhonda WightTrustee
David MeyersTrustee (from 10/2019)
John LanierChief Operating Officer
Mike BransonSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
AhriAdministrative Services2311 WILSON BLVD SUITE 400, Arlington, VA 22201$885,075
Scranton CorporationExam AdministrationPO BOX 93038, Chicago, IL 60673$643,929
Revenue and Support

Revenue Composition

Contributions and Grants
$10,000
Program Service Revenue
$2,209,962
Investment Income
$12,243
Other Revenue
$96,739
All Other Contributions
$10,000
Change in Net Assets
$322,883

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,328,944
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$95,588
Total Revenue per Audited Statements
$2,424,532
Total Revenue per Form 990
$2,328,944
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,005,561
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$885,075
Advertising---$151,852
Office Expenses---$128,103
Occupancy---$95,601
Depreciation Depletion---$49,732
Travel---$44,605
Fees for Services Other---$31,464
Fees for Services Accounting---$29,028
Insurance---$13,552
Conferences and Meetings---$13,318
Information Technology---$4,000
Other Expenses---$1,237
All Other Expenses---$770
Grants to Domestic Orgs---$500
Total Functional Expenses$0$0$0$2,006,061

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,101,649
Expenses per Audited Statements$2,006,061
Total Expenses per Form 990$2,006,061
Expenses Not Reported on Form 990$95,588
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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 december 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
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Lanier
Formed
1997
Legal Domicile
Va
Voting Board Members
12
Independent Board Members
12
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

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 95,588.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 95,588.”

Raw XML AppendixShowing 400 of 434 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.THE READY-TO-WORK CERTIFICATE IS AN ENTRY-LEVEL EXAM DESIGNED FOR TECHNICIANS WHO ARE JUST ENTERING THE HVACR FIELD, WITH LITTLE TO NO FORMAL EDUCATION OR TRAINING. THE EXAM IS PRICED AT $50, WHICH INCLUDES A DOWNLOADABLE STUDY GUIDE THAT FOCUSES ON FUNDAMENTAL JOB KNOWLEDGE AND SKILLS. THE READY-TO-WORK CERTIFICATE EXAM IS AVAILABLE ONLINE ONLY, DOES NOT REQUIRE A PROCTOR, AND CAN BE TAKEN FROM ANY COMPUTER. THOSE WHO PASS THIS EXAM EARN A CERTIFICATE, RATHER THAN A NATE CERTIFICATION. THEREFORE, RECERTIFICATION (CERTIFICATION RENEWAL) IS NOT REQUIRED.THE HVAC SUPPORT TECHNICIAN CERTIFICATE IS AN EXAM IS DESIGNED TO SUPPORT TECHNICIANS WHO HAVE WORKED IN THE FIELD FOR 6 TO 12 MONTHS. TOPICS LINKED TO THE NATE PROFESSIONAL LEVEL CERTIFICATIONS ARE COVERED, BUT AT A MORE FUNDAMENTAL LEVEL. EARNING THIS CERTIFICATE DEMONSTRATES INCREASED KNOWLEDGE AND STRENGTHENS THE FOUNDATION NEEDED TO PURSUE NATE'S PROFESSIONAL CERTIFICATIONS. THE HVAC SUPPORT TECHNICIAN CERTIFICATE IS A PROCTORED EXAM AND IS REQUIRED TO BE TAKEN AT A TESTING CENTER. THOSE WHO PASS THIS EXAM EARN A CERTIFICATE, RATHER THAN A NATE CERTIFICATION. THEREFORE, RECERTIFICATION (CERTIFICATION RENEWAL) IS NOT REQUIRED.
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IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN LANIER
IRS990/Form990PartVIISectionAGrp/PersonNm1LAURA DIFILIPPO
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN DIER
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN TRAUT
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE BRANSON
IRS990/Form990PartVIISectionAGrp/PersonNm5EDDIE BLUFF
IRS990/Form990PartVIISectionAGrp/PersonNm6MIKE HELLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7EDWARD MCFARLANE
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IRS990/Form990PartVIISectionAGrp/PersonNm12RHONDA WIGHT
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt32ND VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE (FROM 10/2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02424532
IRS990/GrossSalesOfInventoryAmt0158010
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt04000
IRS990/InsuranceGrp/TotalAmt013552
IRS990/InvestmentIncomeGrp/ExclusionAmt012243
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012243
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0473982
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0127817
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0182677
IRS990/LandBldgEquipCostOrOtherBssAmt0656659
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/NetAssetsOrFundBalancesBOYAmt02088007
IRS990/NetAssetsOrFundBalancesEOYAmt02410890
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt062422
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt062422
IRS990/NetUnrelatedBusTxblIncmAmt015488
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02088007
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02410890
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt095601
IRS990/OfficeExpensesGrp/TotalAmt0128103
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0102400
IRS990/OtherAssetsTotalGrp/EOYAmt0100000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EXAM ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1EXAM MAINTENANCE
IRS990/OtherExpensesGrp/Desc2TAXES & LICENSES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0440228
IRS990/OtherExpensesGrp/TotalAmt1111860
IRS990/OtherExpensesGrp/TotalAmt25136
IRS990/OtherExpensesGrp/TotalAmt31237
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0PUBLICATIONS
IRS990/OtherRevenueMiscGrp/Desc1JOB BOARD
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt032061
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12256
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt032061
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt12256
IRS990/OtherRevenueTotalAmt034317
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022302
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016429
IRS990/PrincipalOfficerNm0JOHN LANIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EXAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02209962
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02209962
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010000
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05864
IRS990/PYOtherExpensesAmt02156225
IRS990/PYOtherRevenueAmt087223
IRS990/PYProgramServiceRevenueAmt02231260
IRS990/PYRevenuesLessExpensesAmt0178122
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02156225
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02334347
IRS990/ReconcilationRevenueExpnssAmt0322883
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01901386
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02262022
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
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/Expended527ActivitiesAmt00
IRS990ScheduleC/Form1120POLFiledInd00
IRS990ScheduleC/InternalFundsContributedAmt00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TotalExemptFunctionExpendAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02667
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016856
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019523
IRS990ScheduleD/ExpensesNotReportedAmt095588
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02006061
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt095588
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0180010
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0457126
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0637136
IRS990ScheduleD/OtherRevenueAmt095588
IRS990ScheduleD/RevenueNotReportedAmt095588
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02328944
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 95,588.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD 95,588.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0182677
IRS990ScheduleD/TotalExpensesPerForm990Amt02006061
IRS990ScheduleD/TotalRevenuePerForm990Amt02328944
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02424532
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02101649
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0CHIEF OPERATING OFFICER JOHN LANIER RECEIVES COMPENSATION OF $330,084 PLUS $32,083 IN DEFERRED COMPENSATION AND NONTAXABLE BENEFITS FROM AIR-CONDITIONING, HEATING, AND REFRIGERATION INSTITUTE, AN UNRELATED ENTITY, FOR HIS SERVICES RELATED TO NORTH AMERICAN TECHNICIAN EXCELLENCE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VII, SECTION A, LINE 5:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
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 DECEMBER 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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02627963
IRS990/TotalAssetsEOYAmt02831097
IRS990/TotalAssetsGrp/BOYAmt02627963
IRS990/TotalAssetsGrp/EOYAmt02831097
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02006061
IRS990/TotalGrossUBIAmt034317
IRS990/TotalLiabilitiesBOYAmt0539956
IRS990/TotalLiabilitiesEOYAmt0420207
IRS990/TotalLiabilitiesGrp/BOYAmt0539956
IRS990/TotalLiabilitiesGrp/EOYAmt0420207
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02088007
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02410890
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02209962
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012243
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02272384
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02328944
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt034317
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02627963
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02831097
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt044605
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02311 WILSON BLVD NO 410
IRS990/USAddress/CityNm0ARLINGTON
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022201
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.NATEX.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-04-22 16:20:28Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,831,097
Liabilities
$420,207
Net assets
$2,410,890
Revenue
$2,328,944
Expenses
$2,006,061
Net income
$322,883
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
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.42$2.41$2.33$2.01$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.54$2.09$2.33$2.16$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.48$1.97$2.46$2.20$0.25
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.53$1.72$2.81$2.19$0.62
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.39$1.10$2.06$1.95$0.11
2014Summary only. Only limited summary data is available for this year.$1.45$0.47$0.98$1.71$2.21$0.50
2013Detailed filing. Detailed filing data is available for this year.$1.76$0.28$1.48$2.17$1.94$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.11$1.26$1.93
2011Summary only. Only limited summary data is available for this year.$1.11$0.12$0.99$2.31$2.09$0.22