NATIONAL ASSOCIATION OF OIL AND EN… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Phone

9087890700

Tax Period

2025-01-01 to 2025-12-31

NATIONAL ASSOCIATION OF OIL AND ENERGY SERVICE PROFESSIONALS INC, founded in 1954, is a small nonprofit that reported $312K in total revenue in fiscal year 2025. Revenue decreased 16% compared to the prior year. Expenses of $370K exceeded revenue, resulting in a 19% operating deficit.

Mission

THE ORGANIZATIONS PURPOSE IS TO FOSTER AND FACILITATE AN INTERCHANGE OF IDEAS AND INFORMATION OF TECHNICAL AND MANAGERIAL PROCEDURES AMONG HVAC SERVICE MANAGERS AND TO IMPROVE AND UPGRADE

Program Service Accomplishments

Program 1

THE ENTITY PRESENTED ONE REGIONAL ROADSHOW/CONVENTION WITH EDUCATIONAL SESSIONS FOR A TOTAL OF APPROXIMATELY 400 ATTENDEES.

Program 2

THE ENTITY PROVIDES SUBSIDIES FOR LOCAL CHAPTERS AND SPONSORS SEMINARS THROUGHOUT THE YEAR TO TRAIN APPROXIMATELY 300 PEOPLE.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $121,550

Program Service Revenue $154,991

Investment Income $35,055

Other Revenue $0

TOTAL REVENUE $311,596

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $364,107

TOTAL EXPENSES $370,107

Year-over-Year Comparison

	2025	2024	Change
Revenue	$311,596	$371,712	-0.2%
Expenses	$370,107	$355,401	+0.0%
Net Income	$-58,511	$16,311	-4.6%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT O'BRIEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
SCOTT VADINO	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
GEORGE FANTACONE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANGEL GONZALEZ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JUSTIN ROMANO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SCOTT NICHOLAS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE SCHWANGER	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL CUPREWICH	TREASURER	1.00	Officer Director	$0	$0	$0
LISA STRUG	EXECUTIVE DIRECTOR	10.00	Officer	$0	$0	$0

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	$311,596	$370,107	$768,672	$-58,511
2024	$371,712	$355,401	$817,795	$16,311
2023	$424,347	$348,785	$874,770	$75,562
2022	$376,026	$323,249	$800,440	$52,777
2021	$224,843	$205,785	$725,377	$19,058
2020	$218,018	$182,759	$715,844	$35,259
2019	$367,560	$280,571	$759,543	$86,989
2018	$434,499	$268,102	$616,764	$166,397

NATIONAL ASSOCIATION OF OIL AND ENERGY SERVICE PROFESSIONALS INC