NORTH AMERICAN TECHNICIAN EXCELLENCE INC (EIN 752705796) - 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

1997

Legal Domicile

Principal Officer

JOHN LANIER

Phone

8774206283

Tax Period

2024-01-01 to 2024-12-31

NORTH AMERICAN TECHNICIAN EXCELLENCE INC, founded in 1997, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2018. Expenses of $2.2M left a modest 8% surplus.

Mission

DEVELOP AND PROMOTE EXCELLENCE IN TECHNICIANS WHO INSTALL AND SERVICE HEATING, VENTILATION, AIR CONDITIONING, AND REFRIGERATION EQUIPMENT VIA VOLUNTARY TESTING AND CERTIFICATION.

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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 $0

Program Service Revenue $2,068,678

Investment Income $94,837

Other Revenue $115,082

TOTAL REVENUE $2,278,597

Expense Breakdown

Grants Paid $500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,225,500

TOTAL EXPENSES $2,226,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,278,597	$2,118,252	+0.1%
Expenses	$2,226,000	$2,117,343	+0.1%
Net Income	$52,597	$909	+56.9%

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

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
DAVE KYLE	CHAIRMAN (INCOMING 2024)	2.00	Officer Director	$0	$0	$0
QUAN NGUYEN	CHAIRMAN (OUTGOING 2024)	2.00	Officer Director	$0	$0	$0
RANDY ROBERTS	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
JON HIRSCH	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
DON BRENNENMAN	TRUSTEE (OUTGOING 2024)	2.00	Director	$0	$0	$0
ERICA LEONOR	TRUSTEE (INCOMING 2024)	2.00	Director	$0	$0	$0
KEVIN LIVINGSTON	TRUSTEE (INCOMING 2024)	2.00	Director	$0	$0	$0
EDWARD MCFARLANE	TRUSTEE	2.00	Director	$0	$0	$0
DAVID MEYERS	TRUSTEE	2.00	Director	$0	$0	$0
TERRY TANKER	TRUSTEE	2.00	Director	$0	$0	$0
JOHN WHINERY	TRUSTEE (INCOMING 2024)	2.00	Director	$0	$0	$0
STEVE WIDHALM	TRUSTEE	2.00	Director	$0	$0	$0
RHONDA WIGHT	TRUSTEE	2.00	Director	$0	$0	$0
DEAN WOLFE	TRUSTEE (INCOMING 2024)	2.00	Director	$0	$0	$0
LUKE WRONA	TRUSTEE	2.00	Director	$0	$0	$0
JOHN LANIER	PRESIDENT & PARLIAMENTARIAN	35.00	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	No data	No data	No data	No data
2024	$2,278,597	$2,226,000	$2,974,126	$52,597
2023	$2,118,252	$2,117,343	$2,680,591	$909
2022	$1,833,428	$1,957,043	$2,573,426	$-123,615
2021	$1,727,917	$1,866,885	$2,560,638	$-138,968
2020	$1,656,027	$1,880,952	$2,699,414	$-224,925
2019	$2,328,944	$2,006,061	$2,831,097	$322,883
2018	$2,334,347	$2,156,225	$2,627,963	$178,122

NORTH AMERICAN TECHNICIAN EXCELLENCE INC