NORTH AMERICAN TECHNICIAN EXCELLENCE INC

EIN: 752705796

ARLINGTON, VA

Total Revenue
$2,278,597
Total Expenses
$2,226,000
Total Assets
$2,974,126
Net Assets
$1,976,888
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
VA
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 2024.

Mission

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

Program Service Accomplishments

Program 1

NATE OFFERS CORE SERVICE AND SPECIALTY EXAMS THAT CERTIFY THE SKILLS OF INSTALLATION AND SERVICE TECHNICIANS WHO WORK ON RESIDENTIAL AND LIGHT COMMERCIAL EQUIPMENT AND SYSTEMS: AIR CONDITIONING, AIR...

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NATE OFFERS CORE SERVICE AND SPECIALTY EXAMS THAT CERTIFY THE SKILLS OF INSTALLATION AND SERVICE TECHNICIANS WHO WORK ON RESIDENTIAL AND LIGHT COMMERCIAL EQUIPMENT AND SYSTEMS: AIR CONDITIONING, AIR DISTRIBUTION, GAS HEATING, HEAT PUMPS, OIL HEATING, GAS AND OIL HYDRONICS, AND COMMERCIAL AND LIGHT COMMERCIAL REFRIGERATION. TO BECOME CERTIFIED AS A NATE INSTALLATION AND/OR SERVICE TECHNICIAN, TECHNICIANS NEED TO PASS BOTH THE REQUIRED CORE AND SPECIALTY EXAMS. THERE IS ALSO A SENIOR ENERGY ANALYST CERTIFICATION AS WELL AS A CERTIFICATION OFFERED IN CONJUNCTION WITH THE INTERNATIONAL GROUND SOURCE HEAT PUMP ASSOCIATION. NATE EXAMS ARE OFFERED AT HUNDREDS OF TESTING ORGANIZATIONS ACROSS THE UNITED STATES.THE READY-TO-WORK CERTIFICATE IS AN ENTRY-LEVEL EXAM DESIGNED FOR TECHNICIANS WHO ARE JUST ENTERING THE HVACR FIELD, WITH LITTLE TO NO FORMAL EDUCATION OR TRAINING. THE EXAM IS PRICED AT $50, WHICH INCLUDES A DOWNLOADABLE STUDY GUIDE THAT FOCUSES ON FUNDAMENTAL JOB KNOWLEDGE AND SKILLS. THE READY-TO-WORK CERTIFICATE EXAM IS AVAILABLE ONLINE ONLY, DOES NOT REQUIRE A PROCTOR, AND CAN BE TAKEN FROM ANY COMPUTER. THOSE WHO PASS THIS EXAM EARN A CERTIFICATE, RATHER THAN A NATE CERTIFICATION. THEREFORE, RECERTIFICATION (CERTIFICATION RENEWAL) IS NOT REQUIRED.THE HVAC SUPPORT TECHNICIAN CERTIFICATE IS AN EXAM IS DESIGNED TO SUPPORT TECHNICIANS WHO HAVE WORKED IN THE FIELD FOR 6 TO 12 MONTHS. TOPICS LINKED TO THE NATE PROFESSIONAL LEVEL CERTIFICATIONS ARE COVERED, BUT AT A MORE FUNDAMENTAL LEVEL. EARNING THIS CERTIFICATE DEMONSTRATES INCREASED KNOWLEDGE AND STRENGTHENS THE FOUNDATION NEEDED TO PURSUE NATE'S PROFESSIONAL CERTIFICATIONS. THE HVAC SUPPORT TECHNICIAN CERTIFICATE IS A PROCTORED EXAM AND IS REQUIRED TO BE TAKEN AT A TESTING CENTER. THOSE WHO PASS THIS EXAM EARN A CERTIFICATE, RATHER THAN A NATE CERTIFICATION. THEREFORE, RECERTIFICATION (CERTIFICATION RENEWAL) IS NOT REQUIRED.NATE NOW OFFERS REMOTE LIVE ONLINE PROCTORED EXAMS FOR THE EPA 608 EXAMS, HVAC SUPPORT TECHNICIAN CERTIFICATE EXAM, AND THE NATE CERTIFICATION EXAMS. OUR LIVE ONLINE PROCTORED EXAMS GIVE YOU THE OPPORTUNITY TO TAKE YOUR EXAM FROM THE COMFORT OF YOUR OWN HOME OR OFFICE USING A COMPUTER, WEBCAM AND STABLE INTERNET CONNECTION, AT A TIME THAT FITS YOUR SCHEDULE. A QUALIFIED PROCTOR WILL MONITOR YOU REMOTELY IN REAL TIME USING YOUR WEBCAM IN ORDER TO ENSURE THE INTEGRITY OF THE EXAM.

Program 2

THE CERTIFIED HVAC PROFESSIONAL (CHP-5) IS A NEW CERTIFICATION PATHWAY DESIGNED TO MESH A TECHNICIAN'S TRAINING AND CERTIFICATION EFFORTS WITH THEIR ON-THE-JOB LEARNING. THIS NEW WAY TO EARN NATE...

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THE CERTIFIED HVAC PROFESSIONAL (CHP-5) IS A NEW CERTIFICATION PATHWAY DESIGNED TO MESH A TECHNICIAN'S TRAINING AND CERTIFICATION EFFORTS WITH THEIR ON-THE-JOB LEARNING. THIS NEW WAY TO EARN NATE CERTIFICATION CONSISTS OF FIVE 30-QUESTION EXAMS INSTEAD OF OUR TRADITIONAL 50-QUESTION CORE EXAM AND 100-QUESTION SPECIALTY EXAM. EACH EXAM COVERS ONE OF FIVE DIFFERENT SUBJECT DOMAINS: HVAC FUNDAMENTALS, ELECTRICAL AND CONTROLS, COMFORT AND AIRFLOW, INSTALLATION, AND SERVICE.

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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 $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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
40

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
5
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
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
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