2024-05-14T08:47:41-05:00 2023-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2023-01-01 752705796 NORTH AMERICAN TECHNICIAN EXCELLENCE INC NORT 8774206283 2311 WILSON BLVD 410 ARLINGTON VA 22201 JOHN LANIER PRESIDENT 8774206283 2024-05-13 1 JOHN LANIER XXX-XX-XXXX 0 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JOHN LANIER 2311 WILSON BLVD 410 ARLINGTON VA 22201 2146496 0 X WWW.NATEX.ORG X 1997 VA DEVELOP AND PROMOTE EXCELLENCE IN TECHNICIANS WHO INSTALL AND SERVICE HEATING, VENTILATION, AIR CONDITIONING, AND REFRIGERATION EQUIPMENT VIA VOLUNTARY TESTING AND CERTIFICATION. 11 11 0 40 4098 0 10000 0 1739039 1943433 6916 65278 77473 109541 1833428 2118252 500 500 0 0 1814 0 0 0 0 1954729 2116843 1957043 2117343 -123615 909 2573426 2680591 650044 756300 1923382 1924291 X DEVELOP AND PROMOTE EXCELLENCE IN TECHNICIANS WHO INSTALL AND SERVICE HEATING, VENTILATION, AIR CONDITIONING, AND REFRIGERATION EQUIPMENT VIA VOLUNTARY TESTING AND CERTIFICATION. 0 0 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. 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. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 1 1 0 0 0 0 0 0 0 X 11 11 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X DONNA MORRIS 8774206283 2311 WILSON BOULEVARD NO 410 ARLINGTON VA 22201 QUAN NGUYEN CHAIRMAN (INCOMING 2023) 2.00 X X 0 0 0 KEVIN TRAUT CHAIRMAN (OUTGOING 2023) 2.00 X X 0 0 0 DAVE KYLE VICE CHAIRMAN 2.00 X X 0 0 0 RANDY ROBERTS SECRETARY/TREASURER 2.00 X X 0 0 0 DON BRENNENMAN TRUSTEE (INCOMING 2023) 2.00 X 0 0 0 MIKE HELLMAN TRUSTEE (OUTGOING 2023) 2.00 X 0 0 0 JON HIRSCH TRUSTEE (INCOMING 2023) 2.00 X 0 0 0 EDWARD MCFARLANE TRUSTEE 2.00 X 0 0 0 DAVID MEYERS TRUSTEE 2.00 X 0 0 0 BRENT SCHROEDER TRUSTEE (OUTGOING 2023) 2.00 X 0 0 0 BRAD SNYDER TRUSTEE (OUTGOING 2023) 2.00 X 0 0 0 TERRY TANKER TRUSTEE (INCOMING 2023) 2.00 X 0 0 0 STEVE WIDHALM TRUSTEE (INCOMING 2023) 2.00 X 0 0 0 RHONDA WIGHT TRUSTEE 2.00 X 0 0 0 LUKE WRONA TRUSTEE (INCOMING 2023) 2.00 X 0 0 0 JOHN LANIER PRESIDENT & PARLIAMENTARIAN 35.00 X 0 0 0 0 0 0 0 0 0 0 AHRI 2311 WILSON BLVD SUITE 400 ARLINGTON VA 22201 ADMINISTRATIVE SERVICES 1002292 PROCTORU INC 7901 JONES BRANCH DR SUITE 330 MCLEAN VA 22102 EXAM ADMINISTRATION 495671 2 EXAMS 900099 1943433 1943433 1943433 65278 65278 132422 28244 104178 104178 JOB BOARD 900099 2598 2598 PUBLICATIONS 900099 1500 1500 1265 1265 5363 2118252 2047611 4098 66543 500 970793 3919 30000 23615 168705 112575 54001 35282 11583 153307 15672 EXAM ADMINISTRATION 415296 EXAM MAINTENANCE 118572 DUES AND SUBSCRIPTIONS 3341 TAXES & LICENSES 182 2117343 2017399 2255585 125460 105177 5058 12676 958725 751572 325509 207153 100000 100000 2573426 2680591 310411 406767 339633 349533 650044 756300 X 1923382 1924291 1923382 1924291 2573426 2680591 909 0 X 0 1 X 1 0 19523 16856 2667 939202 734716 204486 207153 X 2146496 28244 28244 2118252 0 2118252 2145587 28244 28244 2117343 0 2117343 PART X, LINE 2: IN ACCORDANCE WITH GAAP, NATE HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 28,244. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 28,244. FORM 990, PART VI, SECTION A, LINE 3 NATE ENTERED INTO AN ADMINISTRATIVE SERVICES AGREEMENT WITH AHRI. IN ACCORDANCE WITH THIS AGREEMENT, NATE EMPLOYEES BECAME EMPLOYEES OF AHRI. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS. IT WAS REVIEWED INTERNALLY BY THE CHIEF OPERATING OFFICER, THE CHIEF FINANCIAL OFFICER OF AHRI, THE CEO OF AHRI, AHRI IN-HOUSE COUNSEL AND THE NATE EXECUTIVE COMMITTEE BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO EACH MEMBER OF THE GOVERNING BODY AS WELL AS TO ALL OFFICERS AND KEY EMPLOYEES; EACH IS REMINDED TO REVIEW THE POLICY AND TO REPORT ANY CONFLICTS OF INTEREST. IF A CONFLICT ARISES, THE ORGANIZATION EVALUATES THE MATTER AND TAKE ANY ACTION IT DEEMS APPROPRIATE, WHICH MAY INCLUDE DISCLOSURE OF THE CONFLICT TO ALL PARTIES OR REMOVING THE INDIVIDUAL FROM ANY DECISION OR DISCUSSION TO AVOID THE CONFLICT OR PERCEIVED CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A AS OF MARCH 2013, NATE ENTERED INTO AN ADMINISTRATIVE SERVICES AGREEMENT WITH AHRI. IN ACCORDANCE WITH THIS AGREEMENT, NATE EMPLOYEES BECAME EMPLOYEES OF AHRI. THE POSITION OF NATE PRESIDENT WAS ELIMINATED. THE POSITION OF CHIEF OPERATING OFFICER (COO) WAS CREATED. THE COO POSITION REPORTS TO THE AHRI PRESIDENT AND CEO AS WELL AS TO THE NATE BOARD. THE PERFORMANCE OF THE COO IS REVIEWED ANNUALLY BY THE AHRI PRESIDENT AND CEO WITH INPUT FROM THE NATE EXECUTIVE COMMITTEE. THE SALARY OF THE COO IS REVIEWED ANNUALLY IN CONJUNCTION WITH THE PERFORMANCE REVIEW, MOST RECENTLY IN NOVEMBER 2022. THE LAST COMPENSATION STUDY DONE BY AHRI WAS COMPLETED IN 2014. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.