NATIONAL ASSOCIATION OF OIL AND ENERGY SERVICE PROFESSIONALS INC (EIN 132725126) - Form 990 Financial Analysis & Trantor Score

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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

1954

Legal Domicile

Phone

9087890700

Tax Period

2024-01-01 to 2024-12-31

NATIONAL ASSOCIATION OF OIL AND ENERGY SERVICE PROFESSIONALS INC, founded in 1954, is a small nonprofit that reported $372K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $355K left a modest 4% surplus.

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

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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 $143,863

Program Service Revenue $198,179

Investment Income $29,670

Other Revenue $0

TOTAL REVENUE $371,712

Expense Breakdown

Grants Paid $55,008

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $300,393

TOTAL EXPENSES $355,401

Year-over-Year Comparison

	2024	2023	Change
Revenue	$371,712	$424,347	-0.1%
Expenses	$355,401	$348,785	+0.0%
Net Income	$16,311	$75,562	-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

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
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