Northwest HVACR Association and Training Center (EIN 916049440) - 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

1958

Legal Domicile

Principal Officer

Ryan Souza

Phone

5097478810

Tax Period

2024-07-01 to 2025-06-30

Northwest HVACR Association and Training Center, founded in 1958, is a community nonprofit in the Public & Societal Benefit sector that reported $1.4M in total revenue in fiscal year 2024. The organization ran a surplus of $229K, a strong 17% operating margin.

Mission

To provide education and training for improving the quality of installation and servicing in the heating, ventilation, air conditioning and refrigeration industries, as well as keeping members current on technical issues and monitoring industry regulations.

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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 $482,178

Program Service Revenue $795,812

Investment Income $49,858

Other Revenue $24,985

TOTAL REVENUE $1,352,833

Expense Breakdown

Grants Paid $478,892

Salaries & Benefits $382,472

Fundraising Expenses $0

Program Expenses $963,597

Other Expenses $262,006

TOTAL EXPENSES $1,123,370

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,352,833	$1,269,997	+0.1%
Expenses	$1,123,370	$1,009,704	+0.1%
Net Income	$229,463	$260,293	-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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$91,458

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tena Risley	Executive Direc	40.00	Officer	$91,458	$0	$91,458
Haley Putney	Director	2.00	Director	$0	$0	$0
Derek Main	Director	2.00	Director	$0	$0	$0
Tony Marmon	Director	2.00	Director	$0	$0	$0
Andy Sims	Director	2.00	Director	$0	$0	$0
Thomas Sweeney	Director	2.00	Director	$0	$0	$0
Andrew Compton	Director	2.00	Director	$0	$0	$0
Mitch Armitage	Director	2.00	Director	$0	$0	$0
Chris Holliday	Director	2.00	Director	$0	$0	$0
Josh Whitaker	Director	2.00	Director	$0	$0	$0
Dan Beha	Director	2.00	Director	$0	$0	$0
Troy Schwebach	Director	2.00	Director	$0	$0	$0
Mike Boisoneau	Director	2.00	Director	$0	$0	$0
Todd Williams	Past President	2.00	Officer	$0	$0	$0
Ryan Souza	President	2.00	Officer	$0	$0	$0
Kevin Davey	Treasurer	2.00	Officer	$0	$0	$0
Brandon Silva	Vice President	2.00	Officer	$0	$0	$0
Steve Johnson	Secretary	2.00	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	$1,352,833	$1,123,370	$2,046,573	$229,463
2024	$1,269,997	$1,009,704	$1,824,630	$260,293
2023	$827,654	$722,335	$1,576,914	$105,319
2022	$804,177	$805,145	$1,452,223	$-968
2021	$970,104	$772,700	$1,447,698	$197,404
2020	$825,563	$730,092	$1,227,901	$95,471
2019	$875,833	$760,496	$1,321,179	$115,337

Northwest HVACR Association and Training Center