Civic Intelligence

Airconditioning and Refrigeration Industry Building Corporation

990 • Fiscal year 2020 • EIN 20-0061207

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

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

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2020 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2020

Net Margin

84th percentile

97%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

64th percentile

$237,269

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2020 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2020

Asset Growth

1st percentile

-55%

Faster asset growth than 1% of similar nonprofits.

2020 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

1639%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$3,475,850

Down $4,214,915 (-55%) from 2019

Net Assets

Down

$3,459,098

Down $4,214,768 (-55%) from 2019

Liabilities

Down

$16,752

Down $147 (-0.9%) from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin84th percentile

Revenue

Up

$4,651,124

Up $4,383,677 (+1639%) from 2019

Expenses

Down

$125,892

Down $3,145 (-2.4%) from 2019

Net Income

Up

$4,525,232

Up $4,386,822 (+3169%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2020

Assets$3,475,850
Liabilities$16,752
Net Assets$3,459,098
Open 2020 Filing

Operations Trend

Revenue Growth98th 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

2020

Revenue$4,651,124
Expenses$125,892
Net Income$4,525,232
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$9,720,353
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$7,300,000$3,200,000▼ $4,100,000
Pd in Cap Srpls Land Bldg Eqp Fund$1,945,787$1,945,787→ $0
Rtn Earn Endowment Incm Other Fnds$5,723,079$1,508,311▼ $4,214,768
Cash and Non-Interest-Bearing Accounts$52,104$123,392▲ $71,288
Land, Buildings, and Equipment, Net$297,154$118,613▼ $178,541
Accounts Receivable$17,337$18,197▲ $860
Prepaid Expenses and Deferred Charges$24,170$15,648▼ $8,522
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$7,690,765$3,475,850▼ $4,214,915
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$14,482$14,482→ $0
Accounts Payable and Accrued Expenses$2,417$2,270▼ $147
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$16,899$16,752▼ $147
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,673,866$3,459,098▼ $4,214,768
Total Liabilities and Net Assets / Fund Balance$7,690,765$3,475,850▼ $4,214,915

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$117,714$80,561$198,275
Equipment$899$39,097$39,996
Investment Program Related Org$3,200,000--
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleBaseOtherTotal
kristi wagneradministrator$30,144$3,155$33,299

Board Members and Trustees

NameTitle
Richard SawhillCHAIRMAN OF THE Board
Glenn Santa CruzCEO & PRESident
Robert LakeSEC'Y & VICE PRESident
James ReynoldsTrustee
Jerry TrevinoTrustee
John BakerTrustee
Lonnie WrightTrustee
OSCAR DElCIDSEGUNATrustee
Robert CarderTrustee
Todd BuchananTrustee
Tom MortonTrustee
Brandon MortorffTreasurer & CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,414,011
Other Revenue
$237,113
Change in Net Assets
$4,525,232

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,651,124
Revenue Not Reported on Form 990
$160,000
Total Revenue per Audited Statements
$4,811,124
Total Revenue per Form 990
$4,651,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$88,362
Other Expenses$37,530
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$30,610
Current Officers, Directors, Trustees, and Key Employees---$30,144
Other Employee Benefits---$23,189
Fees for Services Accounting---$22,000
Depreciation Depletion---$4,966
Payroll Taxes---$4,419
Information Technology---$3,933
Other Expenses---$3,119
Total Functional Expenses$0$0$0$125,892

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$125,892
Total Expenses per Audited Statements$125,892
Total Expenses per Form 990$125,892
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$237,269
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 35% controlled entity
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
Kristi Wagner
Title
Trustee
Phone
7149176100
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
kristi wagner
Formed
2003
Legal Domicile
CA
Voting Board Members
12
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.”

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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
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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:
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2BRANDON MORTORFF
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0TRUSTee OF RELATED ORG.

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,475,850
Liabilities
$16,752
Net assets
$3,459,098
Revenue
$4,651,124
Expenses
$125,892
Net income
$4,525,232
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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