NEW YORK CHAPTER OF THE AMERICAN SOCIETY HEATING REFRIGERATING & A/C ENGINEERS

EIN: 136274518 501(c)(3) Community Improvement

LONG BEACH, NY

Total Revenue
$294,755
Total Expenses
$368,375
Total Assets
$267,475
Net Assets
$254,975
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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
1979
Legal Domicile
NY
Principal Officer
GENE GEYER
Phone
9146638355
Tax Period
2022-07-01 to 2023-06-30

NEW YORK CHAPTER OF THE AMERICAN SOCIETY HEATING REFRIGERATING & A/C ENGINEERS, founded in 1979, is a small nonprofit in the Community Improvement sector that reported $295K in total revenue in fiscal year 2022. Revenue decreased 8% compared to the prior year. Expenses of $368K exceeded revenue, resulting in a 25% operating deficit.

Mission

EDUCATION AND ADVANCEMENT OF THE SCIENCE OF HEATING, REFRIGERATING AND AIR CONDITIONING ENGINEERING. EDUCATIONAL PROGRAMS HELD INCLUDE LECTURE SERIES, ALL DAY SEMINAR AND COLLEGE STUDENT ACTIVITIES.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $159,707
Program Service Revenue $135,000
Investment Income $48
Other Revenue $0
TOTAL REVENUE $294,755

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $37
Program Expenses $145,632
Other Expenses $368,375
TOTAL EXPENSES $368,375

Year-over-Year Comparison

2022 2021 Change
Revenue $294,755 $319,917 -0.1%
Expenses $368,375 $342,513 +0.1%
Net Income $-73,620 $-22,596 +2.3%
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

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Governance

Voting Members
10
Independent Members
10
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
3
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NATALIE KOVAC PRESIDENT ELECT 0.00
Director
$0 $0 $0
BENJAMIN RODNEY 1ST PAST-PRESIDENT 0.00
Director
$0 $0 $0
KIMBERLY LAM GOVERNOR 0.00
Director
$0 $0 $0
LUKE SEMLA GOVERNOR 0.00
Director
$0 $0 $0
RYAN MCCARTHY GOVERNOR 0.00
Director
$0 $0 $0
ROBERT IOANNA GOVERNOR 0.00
Director
$0 $0 $0
AMINA TRABELSI GOVERNOR 0.00
Director
$0 $0 $0
ARTORIUS REYES PRESIDENT 0.00
Officer
$0 $0 $0
BRANDON SHEINER VICE PRESIDENT 0.00
Officer
$0 $0 $0
GREGORI TAYCO TREASURER 0.00
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 No data No data No data No data
2023 $294,755 $368,375 $267,475 $-73,620
2022 $319,917 $342,513 $343,658 $-22,596
2021 $99,858 $86,348 $365,191 $13,510
2020 $150,100 $168,522 $351,682 $-18,422
2019 $297,820 $294,017 $370,105 $3,803
2018 $262,442 $284,884 $359,304 $-22,442
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