AMERICAN SOCIETY OF HEATING REFRIGERATING & A-C ENGINEERS (EIN 846117378) - 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

1944

Legal Domicile

Principal Officer

Kaitlyn Sporleder

Phone

7208749090

Tax Period

2024-07-01 to 2025-06-30

AMERICAN SOCIETY OF HEATING REFRIGERATING & A-C ENGINEERS, founded in 1944, is a small nonprofit that reported $173K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $26K, a strong 15% operating margin.

Mission

The American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE) is a trade association designed to promote and enhance technical expertise of its members. We do this through technical conferences, meetings, and publications amied to our members, who are directly impacted by the, heating, refridgeration, and air-conditioning industries. We also promote growth in the industry by offering scholarships to students who choose a career path in the 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,090

Program Service Revenue $136,857

Investment Income $5

Other Revenue $20,074

TOTAL REVENUE $173,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $135,988

Other Expenses $147,003

TOTAL EXPENSES $147,003

Year-over-Year Comparison

	2024	2023	Change
Revenue	$173,026	$190,202	-0.1%
Expenses	$147,003	$260,521	-0.4%
Net Income	$26,023	$-70,319	-1.4%

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

N/A

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
Kaitlyn Sporleder	President	10	Officer	$0	$0	$0
Sara Persily	President Elect	5	Officer	$0	$0	$0
Nathan Ralphe	Vice President	5	Officer	$0	$0	$0
Alexi Drozd	Secretary	5	Officer	$0	$0	$0
Matthew Krist	Treasurer	5	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	$173,026	$147,003	$60,236	$26,023
2024	$190,202	$260,521	$34,213	$-70,319
2023	$210,834	$179,704	$104,532	$31,130
2022	$190,546	$166,715	$73,402	$23,831

AMERICAN SOCIETY OF HEATING REFRIGERATING & A-C ENGINEERS