AMERICAN SOCIETY OF HEATING REFRIG & A/C ENGINEERS (HOUSTON CHAPTER) (EIN 746189673) - 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

1939

Legal Domicile

Principal Officer

NICK JANSSEN

Phone

7133055479

Tax Period

2024-07-01 to 2025-06-30

AMERICAN SOCIETY OF HEATING REFRIG & A/C ENGINEERS (HOUSTON CHAPTER), founded in 1939, is a small nonprofit that reported $117K in total revenue in fiscal year 2024. Expenses of $100K left a modest 14% surplus.

Mission

THE ORGANIZATION IS DEDICATED TO PROMOTING EDUCATION AND RESEARCH IN ENGINEERING.

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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 $133,845

Program Service Revenue $0

Investment Income $1

Other Revenue $-17,102

TOTAL REVENUE $116,744

Expense Breakdown

Grants Paid $62,422

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,398

Other Expenses $37,652

TOTAL EXPENSES $100,074

Year-over-Year Comparison

	2024	2023	Change
Revenue	$116,744	N/A	N/A
Expenses	$100,074	N/A	N/A
Net Income	$16,670	$0	N/A

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
WILLIAM CHALMERS	BOARD	1.00	Director	$0	$0	$0
KURT MCCULLOCH	BOARD	1.00	Director	$0	$0	$0
KENNETH SHIFFLETT	BOARD	1.00	Director	$0	$0	$0
CATHERINE TINKLER	BOARD	1.00	Director	$0	$0	$0
KIMBERLY THOMPSON	BOARD	1.00	Director	$0	$0	$0
JULIE THOMET	PRESIDENT	4.00	Officer	$0	$0	$0
NICK JANSSEN	PRESIDENT ELECT	4.00	Officer	$0	$0	$0
HEATHER CAMDEN	VICE PRESIDENT	1.00	Officer	$0	$0	$0
TIM NAVARRO	TREASURER	4.00	Officer	$0	$0	$0
MASON HALL	SECRETARY	4.00	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	$116,744	$100,074	$71,693	$16,670
2023	$172,317	$52,004	$163,783	$120,313

AMERICAN SOCIETY OF HEATING REFRIG & A/C ENGINEERS (HOUSTON CHAPTER)