American Society of Heating Refrig & A/c Engineers (Houston Chapter)
Nonprofit profile at a glance
- EIN
- 746189673
- IRS 990 coverage
- 2016–2024
- Forms available
- Form 990 2024, Form 990-EZ 2023
- Location
- Houston, TX, USA
- Phone
- 7133055479
- Rating
- 66
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $116,744
- Expenses
- $100,074
- Assets
- $71,693
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- JULIE THOMET (PRESIDENT)
- NICK JANSSEN (PRESIDENT ELECT)
- HEATHER CAMDEN (VICE PRESIDENT)
People named in this filing
- WILLIAM CHALMERS (BOARD)
- KURT MCCULLOCH (BOARD)
- KENNETH SHIFFLETT (BOARD)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Ashrae houston's mission is to serve the local air conditioning and refrigeration community, working to fill their overall needs with networking opportunities, educational resources, and industry certifications.ashrae houston will support its members, while seeking to expand membership with programs and committee involvement throughout the year, fueled by our officers and committee chairs who are committed to delivering exceptional membership value.
What it reported doing in 2024
Focus on attracting and developing young engineers in ashrae.
Operating model
- Revenue model
- Donor-supported. 82% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 97% of its reported program spending out as grants.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 52
- Transparency & Controls: 83
- Accountability: 70
- Sustainability: 58
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 55.2%; rating input score 55
- Program expense ratio: 64.4%; rating input score 64
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 83.3%; rating input score 83; 2nd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 96.6%; rating input score 97; 56th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 2 of 7 controls in place; rating input score 29
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 14.3%; rating input score 67; 67th percentile among comparable filings
- Total-asset coverage ratio: 0.72; rating input score 32; 32nd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: -19.1% per year; rating input score 0; 6th percentile among comparable filings
- Revenue growth: 0.6% per year; rating input score 100; 27th percentile among comparable filings
- Asset growth: 2.2% per year; rating input score 100; 34th percentile among comparable filings
Details
- Where the money goes: 55.2% of revenue deployed · 64.4% of spending went to programs
- Governance: 10 of 10 board members independent · 2 of 7 filing controls reported
- Programs: 4 filed program accomplishments · $64K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 16 of 18 current checks pass · 2 findings to review
- Schedules: 5 filed schedules · includes major donors and grants
- Filing history: 3 filing years from 2016 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 55/100.
- High — Accountability: Governance controls: 4 of 6 not reported.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 32/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.