Civic Intelligence

Airconditioning and Refrigeration Industry Building Corporation

990 • Fiscal year 2018 • EIN 20-0061207

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

Organization Profilewww.acrtrust.org
3500 W Orangewood AveOrange, CA 92868

(714) 917-6100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2018 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.05x

Higher debt load relative to revenue than 26% of similar nonprofits.

2018 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2018

Net Margin

75th percentile

52%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

68th percentile

$222,573

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 83.3% of source-year revenue.

2018 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2018

Asset Growth

79th percentile

4.8%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

0.6%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,850,070

Up $361,108 (+4.8%) from 2017

Net Assets

Up

$7,835,456

Up $363,193 (+4.9%) from 2017

Liabilities

Down

$14,614

Down $2,085 (-12%) from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin75th percentile

Revenue

Up

$267,158

Up $1,713 (+0.6%) from 2017

Expenses

Up

$128,965

Up $12,304 (+11%) from 2017

Net Income

Down

$138,193

Down $10,591 (-7.1%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $8,933,288Liabilities 2011: $59,199Net Assets 2011: $8,874,0892011Assets 2012: $8,642,953Liabilities 2012: $38,029Net Assets 2012: $8,604,9242012Assets 2013: $11,290,832Liabilities 2013: $66,335Net Assets 2013: $11,224,4972013Assets 2014: $7,438,196Liabilities 2014: $17,631Net Assets 2014: $7,420,5652014Assets 2015: $7,384,400Liabilities 2015: $17,108Net Assets 2015: $7,367,2922015Assets 2016: $7,490,702Liabilities 2016: $17,223Net Assets 2016: $7,473,4792016Assets 2017: $7,488,962Liabilities 2017: $16,699Net Assets 2017: $7,472,2632017Assets 2018: $7,850,070Liabilities 2018: $14,614Net Assets 2018: $7,835,4562018Assets 2019: $7,690,765Liabilities 2019: $16,899Net Assets 2019: $7,673,8662019Assets 2020: $3,475,850Liabilities 2020: $16,752Net Assets 2020: $3,459,0982020Assets 2021: $3,487,346Liabilities 2021: $16,890Net Assets 2021: $3,470,4562021Assets 2022: $4,200,112Liabilities 2022: $17,414Net Assets 2022: $4,182,6982022Assets 2023: $4,207,544Liabilities 2023: $17,260Net Assets 2023: $4,190,2842023Assets 2024: $4,218,565Liabilities 2024: $21,589Net Assets 2024: $4,196,9762024

Highlighted filing

2018

Assets$7,850,070
Liabilities$14,614
Net Assets$7,835,456
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $394,896Expenses 2011: $185,128Net Income 2011: $209,7682011Revenue 2012: $448,953Expenses 2012: $168,118Net Income 2012: $280,8352012Revenue 2013: $217,885Expenses 2013: $248,312Net Income 2013: -$30,4272013Revenue 2014: $3,149,813Expenses 2014: $153,745Net Income 2014: $2,996,0682014Revenue 2015: $268,864Expenses 2015: $122,137Net Income 2015: $146,7272015Revenue 2016: $267,228Expenses 2016: $150,715Net Income 2016: $116,5132016Revenue 2017: $265,445Expenses 2017: $116,661Net Income 2017: $148,7842017Revenue 2018: $267,158Expenses 2018: $128,965Net Income 2018: $138,1932018Revenue 2019: $267,447Expenses 2019: $129,037Net Income 2019: $138,4102019Revenue 2020: $4,651,124Expenses 2020: $125,892Net Income 2020: $4,525,2322020Revenue 2021: $131,227Expenses 2021: $119,869Net Income 2021: $11,3582021Revenue 2022: $137,850Expenses 2022: $125,608Net Income 2022: $12,2422022Revenue 2023: $146,563Expenses 2023: $138,977Net Income 2023: $7,5862023Revenue 2024: $143,589Expenses 2024: $136,897Net Income 2024: $6,6922024

Highlighted filing

2018

Revenue$267,158
Expenses$128,965
Net Income$138,193
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$350,497
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$6,925,000$7,300,000▲ $375,000
Rtn Earn Endowment Incm Other Fnds$5,071,476$5,584,669▲ $513,193
Pd in Cap Srpls Land Bldg Eqp Fund$2,395,787$2,245,787▼ $150,000
Land, Buildings, and Equipment, Net$360,265$328,787▼ $31,478
Cash and Non-Interest-Bearing Accounts$174,639$184,322▲ $9,683
Prepaid Expenses and Deferred Charges$23,419$23,303▼ $116
Accounts Receivable$5,639$13,658▲ $8,019
Cap Stk Tr Prin Current Funds$5,000$5,000→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$7,488,962$7,850,070▲ $361,108
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$14,482$14,482→ $0
Accounts Payable and Accrued Expenses$2,217$132▼ $2,085
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$16,699$14,614▼ $2,085
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,472,263$7,835,456▲ $363,193
Total Liabilities and Net Assets / Fund Balance$7,488,962$7,850,070▲ $361,108

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$317,416$86,278$403,694
Equipment$11,371$28,599$39,970
Investment Program Related Org$7,300,000--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleBaseOtherTotal
kristi wagneradministrator$28,240$2,981$31,221

Board Members and Trustees

NameTitle
Richard SawhillCHAIRMAN OF THE Board
Glenn Santa CruzCEO & PRESident
Robert LakeSEC'Y & VICE PRESident
Brandon MortorffTreasurer & CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$267,158
Change in Net Assets
$138,193

Audited Revenue Reconciliation

Revenue per Audited Statements
$267,158
Revenue Not Reported on Form 990
$375,000
Total Revenue per Audited Statements
$642,158
Total Revenue per Form 990
$267,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$86,068
Other Expenses$42,897
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$29,061
Current Officers, Directors, Trustees, and Key Employees---$28,240
Other Employee Benefits---$24,443
Fees for Services Accounting---$21,130
Other Expenses---$9,602
Depreciation Depletion---$5,933
Payroll Taxes---$4,324
Information Technology---$2,387
Total Functional Expenses$0$0$0$128,965

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$128,965
Total Expenses per Audited Statements$128,965
Total Expenses per Form 990$128,965
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Glenn Santa CruzOfficerTRUSTee OF RELATED ORG.No$222,573
Brandon MortorffOfficerTRUSTee OF RELATED ORG.No-
Richard SawhillOfficerTRUSTee OF RELATED ORG.No-
Robert LakeOfficerTRUSTee OF RELATED ORG.No-
kristi wagnerAdministratorADMINistrator OF RELATED ORG.No-

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rental Deposit$14,482
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Airconditioning and Refrigeration
EIN
20-0061207
In Care Of
% KRISTI WAGNER
Phone
7149176100
Address
3500 W ORANGEWOOD AVE, ORANGE, CA 92868

Signing Officer

Name
Richard Sawhill
Title
trustee
Phone
7149176100
Signed
2019-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
kristi wagner
Formed
2003
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
8
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Kelly W Fox
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, line 1 AND PART III, LINEs 1 and 4A:

“THE company SERVES AS A HOLDING COMPANY FOR THE PROPERTIES OWNED BY THE AIRCONDITIONING AND REFRIGERATION INDUSTRY RETIREMENT TRUST FUND. THE PROPERTIES ARE USED BY THE TRUST FUND FOR THEIR DAILY OPERATIONS AS WELL AS RENTAL PROPERTIES TO GENERATE INCOME FROM OUTSIDE ENTITIES. PART VI, LINE 6: THE AIRCONDITIONING AND REFRIGERATION INDUSTRY RETIREMENT TRUST FUND IS THE SOLE STOCKHOLDER OF THE company. PART VI, LINE 11B: THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AND ADMINISTRATOR OF THE company PRIOR TO BEING FILED. PART VI, LINE 12C: the conflict of interest POLICY IS PROVIDED TO EACH BOARD OF DIRECTOR AFTER A NEW DIRECTOR IS APPOINTED AND IS REQUESTED THAT HE OR SHE REPORT ANY REAL OR POTENTIAL CONFLICTS OF INTEREST TO THE company'S LEGAL COUNSEL. THE POLICY IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. PART VI, LINE 15a: COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. PART VI, LINE 19: ALL GOVERNING DOCUMENTS, THE company'S CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE Company'S PLACE OF BUSINESS. PART VII, SECTION A: any DIRECTORS' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990. PART XI, LINE 9: DIVIDEND DISTRIBUTIONS.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Company and recognize a tax liability if the Company has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Company is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 494 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt029061
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt04324
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt02395787
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt02245787
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023419
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023303
IRS990/PrincipalOfficerNm0kristi wagner
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt032721
IRS990/PYOtherRevenueAmt0265445
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0148784
IRS990/PYSalariesCompEmpBnftPaidAmt083940
IRS990/PYTotalExpensesAmt0116661
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0265445
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0138193
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt0267158
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05071476
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05584669
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt011371
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028599
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt039970
IRS990ScheduleD/ExpensesSubtotalAmt0128965
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt07300000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0REAL ESTATE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0317416
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt086278
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0403694
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0375000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014482
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RENTAL DEPOSIT
IRS990ScheduleD/RevenueNotReportedAmt0375000
IRS990ScheduleD/RevenueSubtotalAmt0267158
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Company and recognize a tax liability if the Company has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Company is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0328787
IRS990ScheduleD/TotalBookValueProgramRltdAmt07300000
IRS990ScheduleD/TotalExpensesPerForm990Amt0128965
IRS990ScheduleD/TotalLiabilityAmt014482
IRS990ScheduleD/TotalRevenuePerForm990Amt0267158
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0642158
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0128965
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt028240
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0160029
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt02981
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt031323
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0kristi wagner
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt031221
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0191352
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GLENN SANTA CRUZ
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1ROBERT LAKE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2BRANDON MORTORFF
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3RICHARD SAWHILL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm4kristi wagner
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4ADMINISTRATOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd3false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd4false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0222573
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0TRUSTee OF RELATED ORG.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1TRUSTee OF RELATED ORG.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2TRUSTee OF RELATED ORG.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3TRUSTee OF RELATED ORG.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4ADMINistrator OF RELATED ORG.
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE company SERVES AS A HOLDING COMPANY FOR THE PROPERTIES OWNED BY THE AIRCONDITIONING AND REFRIGERATION INDUSTRY RETIREMENT TRUST FUND. THE PROPERTIES ARE USED BY THE TRUST FUND FOR THEIR DAILY OPERATIONS AS WELL AS RENTAL PROPERTIES TO GENERATE INCOME FROM OUTSIDE ENTITIES. PART VI, LINE 6: THE AIRCONDITIONING AND REFRIGERATION INDUSTRY RETIREMENT TRUST FUND IS THE SOLE STOCKHOLDER OF THE company. PART VI, LINE 11B: THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AND ADMINISTRATOR OF THE company PRIOR TO BEING FILED. PART VI, LINE 12C: the conflict of interest POLICY IS PROVIDED TO EACH BOARD OF DIRECTOR AFTER A NEW DIRECTOR IS APPOINTED AND IS REQUESTED THAT HE OR SHE REPORT ANY REAL OR POTENTIAL CONFLICTS OF INTEREST TO THE company'S LEGAL COUNSEL. THE POLICY IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. PART VI, LINE 15a: COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. PART VI, LINE 19: ALL GOVERNING DOCUMENTS, THE company'S CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE Company'S PLACE OF BUSINESS. PART VII, SECTION A: any DIRECTORS' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990. PART XI, LINE 9: DIVIDEND DISTRIBUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, line 1 AND PART III, LINEs 1 and 4a:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AC & REF IND DEF CONTR RET PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1AC & REF IND H&W TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2AC & REF IND RET TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3AC & REF JJATT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0581855968
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1956041105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2956035386
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3951754117
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401-1(b)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2401-1(B)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3training fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03500 W ORANGEWOOD AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13500 W ORANGEWOOD AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt23500 W ORANGEWOOD AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt32220 S HILL ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ORANGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ORANGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ORANGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092868
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd192868
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd292868
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd390007
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0213825

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,850,070
Liabilities
$14,614
Net assets
$7,835,456
Revenue
$267,158
Expenses
$128,965
Net income
$138,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$0.02$4.20$0.14$0.14$0.01
2023Summary only. Only limited summary data is available for this year.$4.21$0.02$4.19$0.15$0.14$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$0.02$4.18$0.14$0.13$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.02$3.47$0.13$0.12$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.02$3.46$4.65$0.13$4.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.69$0.02$7.67$0.27$0.13$0.14
2018Detailed filing. Detailed filing data is available for this year.$7.85$0.01$7.84$0.27$0.13$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$0.02$7.47$0.27$0.12$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$0.02$7.47$0.27$0.15$0.12
2015Summary only. Only limited summary data is available for this year.$7.38$0.02$7.37$0.27$0.12$0.15
2014Summary only. Only limited summary data is available for this year.$7.44$0.02$7.42$3.15$0.15$3.00
2013Summary only. Only limited summary data is available for this year.$11.3$0.07$11.2$0.22$0.25$0.03
2012Summary only. Only limited summary data is available for this year.$8.64$0.04$8.60$0.45$0.17$0.28
2011Summary only. Only limited summary data is available for this year.$8.93$0.06$8.87$0.39$0.19$0.21
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)2 • $5M-$10M nonprofits