Civic Intelligence

North American Technician Excellence Inc

990 • Fiscal year 2022 • EIN 75-2705796

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 24, 2023

Organization ProfileWWW.NATEX.ORG

View Organization Page

2311 Wilson Blvd 410Arlington, VA 22201

(877) 420-6283

Siviq Scores

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

Liabilities / Assets

64th percentile

0.25x

Higher debt load relative to assets than 64% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

69th percentile

0.35x

Higher debt load relative to revenue than 69% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Net Margin

19th percentile

-6.7%

Higher net margin than 19% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Asset Growth

46th percentile

0.5%

Faster asset growth than 46% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

46th percentile

6.1%

Faster revenue growth than 46% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets64th percentile

Assets

Flat

$2,573,426

Flat from 2022

Net Assets

Flat

$1,923,382

Flat from 2022

Liabilities

Flat

$650,044

Flat from 2022

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin19th percentile

Revenue

Flat

$1,833,428

Flat from 2022

Expenses

Flat

$1,957,043

Flat from 2022

Net Income

Flat

-$123,615

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th 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 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

2022

Assets$2,573,426
Liabilities$650,044
Net Assets$1,923,382
Open 2022 Filing

Operations Trend

Revenue Growth46th 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 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

2022

Revenue$1,833,428
Expenses$1,957,043
Net Income-$123,615
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$1,894,499
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$2,120,383$2,017,399▼ $102,984
Land, Buildings, and Equipment, Net$205,242$325,509▲ $120,267
Accounts Receivable$109,460$125,460▲ $16,000
Prepaid Expenses and Deferred Charges$25,553$5,058▼ $20,495
Total Assets$2,560,638$2,573,426▲ $12,788
Other Assets Total$100,000$100,000→ $0
Liabilities
Deferred Revenue$244,267$339,633▲ $95,366
Accounts Payable and Accrued Expenses$269,374$310,411▲ $41,037
Total Liabilities$513,641$650,044▲ $136,403
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,046,997$1,923,382▼ $123,615
Total Net Assets Fund Balance$2,046,997$1,923,382▼ $123,615
Total Liabilities and Net Assets / Fund Balance$2,560,638$2,573,426▲ $12,788

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$322,842$594,610$917,452
Equipment$2,667$16,856$19,523
Compensation and Service Providers
Top Officer Pay26th percentile

Board Members and Trustees

NameTitle
Kevin TrautChairman
Quan NguyenVice Chairman
Brad SnyderTrustee
Brent SchroederTrustee
David MeyersTrustee
Edward McfarlaneTrustee
Mike HellmanTrustee
Randy RobertsTrustee
Rhonda WightTrustee
John LanierChief Operating Officer & Parliamentarian
Dave KyleSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
AhriAdministrative Services2311 WILSON BLVD SUITE 400, Arlington, VA 22201$998,916
Scantron CorporationExam Administration6001 HOSPITALITY CT SUITE 100, Morrisville, NC 27580$355,643
Imaginex Consulting LPCybersecurity1 GLENLAKE PKWY NE SUITE 200, Atlanta, GA 30328$200,500
Revenue and Support

Revenue Composition

Contributions and Grants
$10,000
Program Service Revenue
$1,739,039
Investment Income
$6,916
Other Revenue
$77,473
All Other Contributions
$10,000
Change in Net Assets
$-123,615

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,833,428
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$61,071
Total Revenue per Audited Statements
$1,894,499
Total Revenue per Form 990
$1,833,428
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,954,729
Salaries, Compensation, and Employee Benefits$1,814
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$900,932
Depreciation Depletion---$142,771
Advertising---$142,185
Office Expenses---$118,694
Occupancy---$54,001
Fees for Services Other---$26,000
Fees for Services Accounting---$25,000
Travel---$23,681
Insurance---$11,969
Conferences and Meetings---$10,248
Other Expenses---$1,905
Other Salaries and Wages---$1,814
Fees for Services Legal---$1,655
Grants to Domestic Orgs---$500
All Other Expenses---$386
Total Functional Expenses$0$0$0$1,957,043

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,018,114
Expenses per Audited Statements$1,957,043
Total Expenses per Form 990$1,957,043
Expenses Not Reported on Form 990$61,071
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
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 november 2022. 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 410, ARLINGTON, VA 22201

Signing Officer

Name
John Lanier
Title
President
Phone
8774206283
Signed
2023-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Lanier
Formed
1997
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
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, 2022.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 61,071.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 61,071.”

Raw XML AppendixShowing 400 of 422 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/Desc0NATE OFFERS CORE SERVICE 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.NATE NOW OFFERS REMOTE LIVE ONLINE PROCTORED EXAMS FOR THE EPA 608 EXAMS, HVAC SUPPORT TECHNICIAN CERTIFICATE EXAM, AND THE NATE CERTIFICATION EXAMS. OUR LIVE ONLINE PROCTORED EXAMS GIVE YOU THE OPPORTUNITY TO TAKE YOUR EXAM FROM THE COMFORT OF YOUR OWN HOME OR OFFICE USING A COMPUTER, WEBCAM AND STABLE INTERNET CONNECTION, AT A TIME THAT FITS YOUR SCHEDULE. A QUALIFIED PROCTOR WILL MONITOR YOU REMOTELY IN REAL TIME USING YOUR WEBCAM IN ORDER TO ENSURE THE INTEGRITY OF THE EXAM.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01894499
IRS990/GrossSalesOfInventoryAmt0131403
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt011969
IRS990/InvestmentIncomeGrp/ExclusionAmt06916
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06916
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0611466
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0205242
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0325509
IRS990/LandBldgEquipCostOrOtherBssAmt0936975
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt0875
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0875
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/NetAssetsOrFundBalancesBOYAmt02046997
IRS990/NetAssetsOrFundBalancesEOYAmt01923382
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt070332
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt070332
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02046997
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01923382
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt054001
IRS990/OfficeExpensesGrp/TotalAmt0118694
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0100000
IRS990/OtherAssetsTotalGrp/EOYAmt0100000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EXAM ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1EXAM MAINTENANCE
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3TAXES & LICENSES
IRS990/OtherExpensesGrp/TotalAmt0373839
IRS990/OtherExpensesGrp/TotalAmt1118572
IRS990/OtherExpensesGrp/TotalAmt22891
IRS990/OtherExpensesGrp/TotalAmt31905
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0PUBLICATIONS
IRS990/OtherRevenueMiscGrp/Desc1JOB BOARD
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11766
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt04500
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt11766
IRS990/OtherRevenueTotalAmt07141
IRS990/OtherSalariesAndWagesGrp/TotalAmt01814
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025553
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05058
IRS990/PrincipalOfficerNm0JOHN LANIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EXAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01739039
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01739039
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CERTIFIED HVAC PROFESSIONAL (CHP-5) IS A NEW CERTIFICATION PATHWAY DESIGNED TO MESH A TECHNICIAN'S TRAINING AND CERTIFICATION EFFORTS WITH THEIR ON-THE-JOB LEARNING. THIS NEW WAY TO EARN NATE CERTIFICATION CONSISTS OF FIVE 30-QUESTION EXAMS INSTEAD OF OUR TRADITIONAL 50-QUESTION CORE EXAM AND 100-QUESTION SPECIALTY EXAM. EACH EXAM COVERS ONE OF FIVE DIFFERENT SUBJECT DOMAINS: HVAC FUNDAMENTALS, ELECTRICAL AND CONTROLS, COMFORT AND AIRFLOW, INSTALLATION, AND SERVICE.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010000
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01507
IRS990/PYOtherExpensesAmt01866550
IRS990/PYOtherRevenueAmt0113193
IRS990/PYProgramServiceRevenueAmt01603217
IRS990/PYRevenuesLessExpensesAmt0-138968
IRS990/PYSalariesCompEmpBnftPaidAmt0335
IRS990/PYTotalExpensesAmt01866885
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01727917
IRS990/ReconcilationRevenueExpnssAmt0-123615
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02120383
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02017399
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/DepreciationAmt016856
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019523
IRS990ScheduleD/ExpensesNotReportedAmt061071
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01957043
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt061071
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0322842
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0594610
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0917452
IRS990ScheduleD/OtherRevenueAmt061071
IRS990ScheduleD/RevenueNotReportedAmt061071
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01833428
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH GAAP, NATE HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD 61,071.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD 61,071.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0325509
IRS990ScheduleD/TotalExpensesPerForm990Amt01957043
IRS990ScheduleD/TotalRevenuePerForm990Amt01833428
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01894499
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02018114
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0CHIEF OPERATING OFFICER JOHN LANIER RECEIVES COMPENSATION OF $370,653 PLUS $37,520 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 NOVEMBER 2022. 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/TotalAssetsBOYAmt02560638
IRS990/TotalAssetsEOYAmt02573426
IRS990/TotalAssetsGrp/BOYAmt02560638
IRS990/TotalAssetsGrp/EOYAmt02573426
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01957043
IRS990/TotalGrossUBIAmt06266
IRS990/TotalLiabilitiesBOYAmt0513641
IRS990/TotalLiabilitiesEOYAmt0650044
IRS990/TotalLiabilitiesGrp/BOYAmt0513641
IRS990/TotalLiabilitiesGrp/EOYAmt0650044
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02046997
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01923382
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01739039
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07791
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01809371
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01833428
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt06266
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02560638
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02573426
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt023681
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02311 WILSON BLVD 410
IRS990/USAddress/CityNm0ARLINGTON
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022201
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.NATEX.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LANIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08774206283
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH AMERICAN TECHNICIAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EXCELLENCE INC
ReturnHeader/Filer/BusinessNameControlTxt0NORT

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,573,426
Liabilities
$650,044
Net assets
$1,923,382
Revenue
$1,833,428
Expenses
$1,957,043
Net income
-$123,615
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
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.65$1.92$1.83$1.96$0.12
2022Summary only. Only limited summary data is available for this year.$2.57$0.65$1.92$1.83$1.96$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.51$2.05$1.73$1.87$0.14
2020Summary only. Only limited summary data is available for this year.$2.70$0.51$2.19$1.66$1.88$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.42$2.41$2.33$2.01$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.54$2.09$2.33$2.16$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.48$1.97$2.46$2.20$0.25
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.53$1.72$2.81$2.19$0.62
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.39$1.10$2.06$1.95$0.11
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