NORTH AMERICAN BOARD OF CERTIFIED … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

SHAWN O'BRIEN

Phone

8006540021

Tax Period

2024-10-01 to 2025-09-30

NORTH AMERICAN BOARD OF CERTIFIED ENERGY PRACTITIONERS INC, founded in 2002, is a community nonprofit in the Community Improvement sector that reported $2.5M in total revenue in fiscal year 2024. Expenses of $2.4M left a modest 4% surplus.

Mission

TO SUPPORT, AND WORK WITH, THE RENEWABLE ENERGY AND ENERGY EFFICIENCY INDUSTRIES, PROFESSIONALS, AND STAKEHOLDERS AND IS INTENDED TO DEVELOP AND IMPLEMENT QUALITY CREDENTIALING AND CERTIFICATION PROGRAMS FOR PRACTITIONERS.

Program Service Accomplishments

Program 1

CONFERENCE FEES - NABCEP CONTINUING EDUCATION (CE) CONFERENCE IS AN ANNUAL EVENT FOR RENEWABLE ENERGY PROFESSIONALS. IT IS PRIMARILY DESIGNED TO PROVIDE ADVANCED TECHNICAL TRAINING, OFFER NETWORKING OPPORTUNITIES, AND ALLOW SOLAR AND ENERGY STORAGE PROFESSIONALS TO EARN THE CONTINUING EDUCATION UNITS (CEU) REQUIRED TO MAINTAIN THEIR CREDENTIALS.KEY PURPOSES AND HIGHLIGHTS OF THE CONFERENCE INCLUDE:-CERTIFICATION RENEWAL-ADVANCED TECHNICAL TRAINING-NETWORKING AND EXHIBITS-CREDENTIAL UPDATES

Program 2

EXAM, RECERTIFICATION, AND APPLICATION FEES - NABCEP PROVIDES CERTAIN EXAM AND PROFESSIONAL CERTIFICATIONS THROUGHOUT THE YEAR.

Program 3

CONTINUING EDUCATION FEES - NABCEP PROVIDES THE OPPORTUNITY FOR CONTINUING EDUCATION TO BOARD CERTIFIED PROFESSIONALS AND ASSOCIATES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $104,544

Program Service Revenue $2,373,964

Investment Income $897

Other Revenue $0

TOTAL REVENUE $2,479,405

Expense Breakdown

Grants Paid $0

Salaries & Benefits $774,203

Fundraising Expenses $0

Other Expenses $1,618,122

TOTAL EXPENSES $2,392,325

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,479,405	$2,587,338	0.0%
Expenses	$2,392,325	$2,098,250	+0.1%
Net Income	$87,080	$489,088	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$281,292

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON WARFIELD	BOARD MEMBER (CHAIR)	1.50	Officer Director	$0	$0	$0
GEOFF GREENFIELD	BOARD MEMBER (VICE CHAIR)	1.00	Officer Director	$0	$0	$0
ED MURRAY	BOARD MEMBER (TREASURER)	1.00	Officer Director	$0	$0	$0
JEFF SPIES	BOARD MEMBER (SECRETARY)	1.00	Officer Director	$0	$0	$0
DELL JONES	BOARD MEMBER	0.50	Director	$0	$0	$0
ANDREW TRUITT	BOARD MEMBER	0.50	Director	$0	$0	$0
WARD BOWER	BOARD MEMBER	0.50	Director	$0	$0	$0
ROY BUTLER	BOARD MEMBER	0.50	Director	$0	$0	$0
BOB HATTIER	BOARD MEMBER	0.50	Director	$0	$0	$0
KARO FERNANDEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
REBEKAH HREN	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID RUSCH	BOARD MEMBER	0.50	Director	$0	$0	$0
EMMITT MUCKLES	BOARD MEMBER	0.50	Director	$0	$0	$0
ROBERT DONALD	CONTROLLER	37.50	Officer	$101,650	$7,084	$108,734
SHAWN O'BRIEN	PRESIDENT & CEO	37.50	Officer	$162,801	$9,757	$172,558

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,479,405	$2,392,325	$2,381,667	$87,080
2024	$2,587,338	$2,098,250	$2,112,277	$489,088
2023	$2,222,693	$1,911,670	$1,576,014	$311,023
2022	$2,128,824	$2,019,080	$1,355,422	$109,744
2021	$1,701,532	$1,638,121	$760,702	$63,411
2020	$1,612,640	$1,424,870	$542,030	$187,770
2019	$1,570,139	$1,807,008	$508,622	$-236,869
2018	$1,813,865	$1,774,194	$760,641	$39,671

NORTH AMERICAN BOARD OF CERTIFIED ENERGY PRACTITIONERS INC