North American Technician Excellence Inc
- Assets
- $2.6m
- Revenue
- $1.8m
- Investments
- $0.0
- Employees
- 0
- Location
- Arlington, VA
- Founding
- 07/1997
- Data as of
- 12/2022
- EIN
- 75-2705796
Organization Overview
North American Technician Excellence Inc is located in Arlington, VA. The organization was established in 1997. According to its NTEE Classification (S40) the organization is classified as: Business & Industry, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. North American Technician Excellence Inc is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2022, North American Technician Excellence Inc generated $1.8m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (5.9%) each year. All expenses for the organization totaled $2.0m during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (1.6%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
DEVELOP AND PROMOTE EXCELLENCE IN TECHNICIANS WHO INSTALL AND SERVICE HEATING, VENTILATION, AIR CONDITIONING, AND REFRIGERATION EQUIPMENT VIA VOLUNTARY TESTING AND CERTIFICATION.
Describe the Organization's Program Activity:
Part 3 - Line 4a
NATE 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.
THE 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John Lanier Chief Operating Officer & Parliamentarian | Officer | 35 | $0 |
Kevin Traut Chairman | OfficerTrustee | 2 | $0 |
Quan Nguyen Vice Chairman | OfficerTrustee | 2 | $0 |
Dave Kyle Secretary/treasurer | OfficerTrustee | 2 | $0 |
Mike Hellman Trustee | Trustee | 2 | $0 |
Edward Mcfarlane Trustee | Trustee | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Ahri Administrative Services | 12/30/22 | $998,916 |
Scantron Corporation Exam Administration | 12/30/22 | $355,643 |
Imaginex Consulting Lp Cybersecurity | 12/30/22 | $200,500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $10,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $10,000 |
| Total Program Service Revenue | $1,739,039 |
| Investment income | $6,916 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $70,332 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,833,428 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $500 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,814 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $900,932 |
| Fees for services: Legal | $1,655 |
| Fees for services: Accounting | $25,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $26,000 |
| Advertising and promotion | $142,185 |
| Office expenses | $118,694 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $54,001 |
| Travel | $23,681 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $10,248 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $142,771 |
| Insurance | $11,969 |
| All other expenses | $386 |
| Total functional expenses | $1,957,043 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,017,399 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $125,460 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $5,058 |
| Net Land, buildings, and equipment | $325,509 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $100,000 |
| Total assets | $2,573,426 |
| Accounts payable and accrued expenses | $310,411 |
| Grants payable | $0 |
| Deferred revenue | $339,633 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $650,044 |
| Net assets without donor restrictions | $1,923,382 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,573,426 |