AIR CONDITIONING CONTRACTORS OF AMERICA EDUCATIONAL INSTITUTE

EIN: 363092175 501(c)(3) Community Improvement

ALEXANDRIA, VA

Total Revenue
$1,049,192
Total Expenses
$296,301
Total Assets
$24,419,433
Net Assets
$24,400,072
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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
1980
Legal Domicile
IL
Principal Officer
BARTON C JAMES
Phone
7035754477
Tax Period
2024-08-01 to 2025-07-31

AIR CONDITIONING CONTRACTORS OF AMERICA EDUCATIONAL INSTITUTE, founded in 1980, is a community nonprofit in the Community Improvement sector that reported $1.0M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $753K, a strong 72% operating margin.

Mission

TO EDUCATE THE PUBLIC, INCLUDING INDUSTRY MEMBERS, IN THE PRINCIPLES OF AIR CONDITIONING, THE USES OF AIR CONDITIONING EQUIPMENT, AND THE SCIENCES, METHODS AND PRACTICES ANCILLARY TO THE AIR CONDITIONING INDUSTRY. ALSO TO DEVELOP, PRODUCE AND CONDUCT CERTIFICATION, EDUCATION AND TRAINING PROGRAMS AND MATERIALS CONCERNING AIR CONDITIONING, AIR CONDITIONING EQUIPMENT, AND RELATED SCIENCES, METHODS AND PRACTICES.

Program Service Accomplishments

Program 1
Expenses: $231,295

RESEARCH AND DEVELOPMENT - CONDUCTS RESEARCH INTO AND PROVIDES INFORMATION ON TOPICS OF INTEREST TO THE HVAC CONTRACTING COMMUNITY, PARTICULARLY RELATED TO ENERGY EFFICIENCY, INDOR AIR QUALIY AND...

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RESEARCH AND DEVELOPMENT - CONDUCTS RESEARCH INTO AND PROVIDES INFORMATION ON TOPICS OF INTEREST TO THE HVAC CONTRACTING COMMUNITY, PARTICULARLY RELATED TO ENERGY EFFICIENCY, INDOR AIR QUALIY AND BUILDING OPTIMIZATION.

Program 2

SEMINARS AND EVENTS - TO PROMOTE THE DEVELOPMENT OF AIR CONDITIONING SERVICES AND TO PROVIDE NECESSARY TRAINING ON ASPECTS OF THE HEATING, VENTILATING, AIR CONDITIONING AND REFRIGERATION INDUSTRY.

Program 3

MARKETING PRODUCTS AND PUBLICATIONS - TO PROMOTE A SERIES OF PRODUCTS WHICH INCLUDE PUBLICATIONS, VIDEO TAPES, AND MANUALS FOR THE EDUCATION OF MEMBERS OF THE HEATING AND AIR CONDITIONING INDUSTRY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $137,200
Other Revenue $911,992
TOTAL REVENUE $1,049,192

Expense Breakdown

Grants Paid $0
Salaries & Benefits $186,836
Fundraising Expenses $0
Program Expenses $231,295
Other Expenses $109,465
TOTAL EXPENSES $296,301

Year-over-Year Comparison

2024 2023 Change
Revenue $1,049,192 $1,158,902 -0.1%
Expenses $296,301 $354,295 -0.2%
Net Income $752,891 $804,607 -0.1%
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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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
6

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
6
$434,205
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARTON C JAMES PRESIDENT & 20.00
Officer
$0 $51,922 $434,205
EDWARD B MCFARLANE CHAIR 10.00
Officer Director
$0 $0 $0
KURT HUDSON SR. VICE CHA 5.00
Officer Director
$0 $0 $0
MATT MARSIGLIO SECRETARY/TR 5.00
Officer Director
$0 $0 $0
MARTIN HOOVER IMMED. PAST 5.00
Officer Director
$0 $0 $0
TIMOTHY P CROPP BOARD MEMBER 5.00
Officer Director
$0 $0 $0
VINCE GILLETTE BOARD MEMBER 5.00
Director
$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 $1,049,192 $296,301 $24,419,433 $752,891
2024 $1,158,902 $354,295 $23,666,255 $804,607
2023 $966,388 $103,715 $22,876,819 $862,673
2022 $956,736 $97,868 $21,999,409 $858,868
2021 $994,353 $35,956 $21,137,744 $958,397
2020 $889,837 $42,036 $20,207,101 $847,801
2019 $892,129 $301,587 $19,342,072 $590,542
2018 $1,038,184 $127,963 $18,756,577 $910,221
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