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← NATIONAL ENERTY MNGT INST COMM FOR THE SHEET METAL & AIR CONDITG INDU

Form 990 for tax year 2023

Filed by NATIONAL ENERTY MNGT INST COMM FOR THE SHEET METAL & AIR CONDITG INDU.

Totals

Total revenue
$3,968,053
Total expenses
$3,511,588
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,608,214
Investment income
$354,852
Other revenue
$4,987
Total assets, end of year
$10,919,016
Total liabilities, end of year
$150,285
Net assets or fund balances, end of year
$10,768,731
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $3,586,400 · related or exempt $3,586,400

  • 2b · Program service revenue: TABB INCOME

    total $21,814 · related or exempt $21,814

  • 3 · Investment income

    total $214,675 · excluded $214,675

  • 7a · Gross sales of assets other than inventory

    securities $3,546,882

  • 7b · Less cost or other basis and sales expenses

    securities $3,406,705

  • 7c · Gain or loss

    securities $140,177

  • 7d · Net gain or loss

    total $140,177 · excluded $140,177

  • 11d · All other revenue

    total $4,987 · related or exempt $4,987

  • 11e · Other revenue, total

    $4,987

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $251,186

  • 7 · Other salaries and wages

    total $976,440

  • 8 · Pension plan contributions

    total $310,090

  • 9 · Other employee benefits

    total $442,598

  • 10 · Payroll taxes

    total $97,010

  • 11b · Fees: legal

    total $91,567

  • 11c · Fees: accounting

    total $31,250

  • 11f · Fees: investment management

    total $40,430

  • 11g · Fees: other

    total $352,095

  • 13 · Office expenses

    total $126,680

  • 14 · Information technology

    total $83,371

  • 15 · Royalties

    total $69,343

  • 17 · Travel

    total $356,573

  • 19 · Conferences, conventions and meetings

    total $22,262

  • 22 · Depreciation, depletion and amortization

    total $5,022

  • 23 · Insurance

    total $39,229

  • 24a · Other expenses: NPF SHARED ADMIN SERVIC

    total $104,111

  • 24b · Other expenses: RETIREE HEALTH BENEFITS

    total $101,322

  • 24c · Other expenses: OTHER PROGRAMS / OUTSID

    total $6,830

  • 24e · All other expenses

    total $4,179

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,192,372 · end of year $846,838

  • 4 · Accounts receivable

    beginning of year $339,511 · end of year $373,100

  • 9 · Prepaid expenses and deferred charges

    beginning of year $30,413 · end of year $57,773

  • 10a · Land, buildings and equipment: cost or other basis

    $138,583

  • 10b · Land, buildings and equipment: accumulated depreciation

    $120,993

  • 10c · Land, buildings and equipment, net

    beginning of year $22,612 · end of year $17,590

  • 11 · Investments: publicly traded securities

    beginning of year $7,867,715 · end of year $9,486,570

  • 15 · Other assets

    beginning of year $108,290 · end of year $137,145

  • 17 · Accounts payable and accrued expenses

    beginning of year $113,965 · end of year $64,582

  • 25 · Other liabilities

    beginning of year $147,499 · end of year $85,703

  • 27 · Net assets without donor restrictions

    beginning of year $9,299,449 · end of year $10,768,731

Mission and programs · 2023

Mission

TO IDENTIFY EMERGING MARKETS AND EMPLOYMENT OPPORTUNITIES RELATED TO THE SHEET METAL AND AIR CONDITIONING INDUSTRY AND DEVELOP PROGRAMS TO CAPITALIZE ON THEM.

  • THE STUDY AND EXPLORATION OF WAYS OF ELIMINATING POTENTIAL PROBLEMS WHICH REDUCE THE COMPETITIVENESS AND INHIBIT THE ECONOMIC DEVELOPMENT OF THE SHEET METAL INDUSTRY.

  • THE DEVELOPMENT OF TRAINING MATERIALS AND OTHER INSTRUCTIONAL AIDS FOR USE IN TRAINING INDIVIDUALS IN THE ART AND SCIENCE OF ENERGY AUDITING AND GREEN RELATED INDUSTRIES.

As filed on the 2023 return.

Listed in Part VII

  • JERRY HOVARTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOSHUA MONAHAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN MOHS

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ARTHUR TOLENTINO

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MELISSA DAVIS

    ADMINISTRATOR

    Total calculated
    $251,186
    From this org
    $193,927
    From related orgs
    $0
    Other
    $57,259
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $151,814
    Bonus
    $0
    Other
    $42,113
    Deferred
    $42,430
    Nontaxable benefits
    $14,829
    Filer's total
    $251,186

  • VINCENTE ALVARADO

    FIELD STAFF

    Total calculated
    $241,144
    From this org
    $184,576
    From related orgs
    $0
    Other
    $56,568
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,215
    Bonus
    $0
    Other
    $39,361
    Deferred
    $44,734
    Nontaxable benefits
    $11,834
    Filer's total
    $241,144

  • CASSANDRA L KLINE

    FIELD STAFF

    Total calculated
    $257,711
    From this org
    $198,076
    From related orgs
    $0
    Other
    $59,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,373
    Bonus
    $0
    Other
    $47,703
    Deferred
    $45,766
    Nontaxable benefits
    $13,869
    Filer's total
    $257,711

  • CHRISTOPHER RUCH

    FIELD STAFF

    Total calculated
    $257,504
    From this org
    $184,003
    From related orgs
    $0
    Other
    $73,501
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,642
    Bonus
    $0
    Other
    $39,361
    Deferred
    $44,620
    Nontaxable benefits
    $28,881
    Filer's total
    $257,504

  • DUANE SMITH

    FIELD STAFF

    Total calculated
    $279,567
    From this org
    $208,142
    From related orgs
    $0
    Other
    $71,425
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,773
    Bonus
    $0
    Other
    $41,369
    Deferred
    $48,443
    Nontaxable benefits
    $22,982
    Filer's total
    $279,567

  • JEREMY ZEEDYK

    FIELD STAFF

    Total calculated
    $260,254
    From this org
    $183,946
    From related orgs
    $0
    Other
    $76,308
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,585
    Bonus
    $0
    Other
    $39,361
    Deferred
    $44,608
    Nontaxable benefits
    $31,700
    Filer's total
    $260,254

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202413189349305341

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