Richmond Chapter American Society of Heating Refig & AC Engineers Inc (EIN 237339474) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

Dillon Wingold

Phone

8049161349

Tax Period

2024-07-01 to 2025-06-30

Richmond Chapter American Society of Heating Refig & AC Engineers Inc, founded in 1960, is a micro nonprofit that reported $33K in total revenue in fiscal year 2018. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $30K left a modest 10% surplus.

Mission

Advancement of Arts and Sciences of Heating, Refrigeration, Air Conditioning and Ventilation

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,780

Program Service Revenue $0

Investment Income $1,949

Other Revenue $17,532

TOTAL REVENUE $23,261

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,210

Other Expenses $19,893

TOTAL EXPENSES $19,893

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,261	$45,496	-0.5%
Expenses	$19,893	$48,098	-0.6%
Net Income	$3,368	$-2,602	-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

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
Kevin Dofflemyer	Board of Governors	N/A	Director	$0	$0	$0
Daniel Waltz	President	3.00	Officer	$0	$0	$0
Matt Carter	President-Elect	1.00	Officer	$0	$0	$0
Matt Carter	Vice President	1.00	Officer	$0	$0	$0
Lauren Garner	Treasurer	1.00	Officer	$0	$0	$0
Dillon Wingold	Secretary	1.00	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	$23,261	$19,893	$190,149	$3,368
2024	$45,496	$48,098	$186,067	$-2,602
2023	$66,909	$31,039	$168,439	$35,870
2022	$40,292	$29,501	$128,423	$10,791
2021	$34,369	$12,082	$153,362	$22,287
2020	$21,422	$20,554	$83,065	$868
2019	$33,434	$30,227	$83,385	$3,207

Richmond Chapter American Society of Heating Refig & AC Engineers Inc