North American Technician Excellence Inc

What it reported doing in 2025

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 $60, 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 an entry level certification. This entry level certification is valid for 5 years. Rather than renew this certification with continuing education credits, technicians are expected to move on to a higher-level certifications, such as the hvac support technician or the professional level certifications.the hvac support technician is an exam designed to for 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 certification demonstrates increased knowledge and strengthens the foundation needed to pursue nate's professional certifications. The hvac support technician is a proctored exam and is required to be taken at a testing center. Those who pass this exam earn a certification. This certification, like the ready-to-work is valid for 5 years. Rather than recertifying their certification through continuing education, technicians are expected to move on to a professional level certification.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.

Financial Efficiency

• Mission deployment rate: Limited
• Program expense ratio: Limited
• Fundraising efficiency: Limited

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• Major donor itemization: Limited
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
• Governance controls: 6 of 7 controls in place; rating input score 86
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: NotApplicable
  • Other executive compensation review process: NotApplicable
  • Form 990 shared with the board: Fail
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 16.6%; rating input score 68; 68th percentile among comparable filings
• Total-asset coverage ratio: 1.64; rating input score 51; 51st percentile among comparable filings
• Liabilities to assets ratio: 0.32; rating input score 25; 25th percentile among comparable filings
• Officer compensation ratio: 0%; rating input score 90; 90th percentile among comparable filings

Growth

• Program expense growth: Limited
• Revenue growth: 0% per year; rating input score 100; 8th percentile among comparable filings
• Asset growth: 5.8% per year; rating input score 100; 37th percentile among comparable filings