Civic Intelligence

Airconditioning and Refrigeration Industry Building Corporation

990 • Fiscal year 2021 • EIN 20-0061207

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

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

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

37th percentile

0.13x

Higher debt load relative to revenue than 37% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Net Margin

46th percentile

8.7%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

84th percentile

$244,412

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 186.3% of source-year revenue.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Asset Growth

57th percentile

0.3%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,487,346

Up $11,496 (+0.3%) from 2020

Net Assets

Up

$3,470,456

Up $11,358 (+0.3%) from 2020

Liabilities

Up

$16,890

Up $138 (+0.8%) from 2020

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin46th percentile

Revenue

Down

$131,227

Down $4,519,897 (-97%) from 2020

Expenses

Down

$119,869

Down $6,023 (-4.8%) from 2020

Net Income

Down

$11,358

Down $4,513,874 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2021

Assets$3,487,346
Liabilities$16,890
Net Assets$3,470,456
Open 2021 Filing

Operations Trend

Revenue Growth2nd 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

2021

Revenue$131,227
Expenses$119,869
Net Income$11,358
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$190,877
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$3,200,000$3,200,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$1,945,787$1,945,787→ $0
Rtn Earn Endowment Incm Other Fnds$1,508,311$1,519,669▲ $11,358
Cash and Non-Interest-Bearing Accounts$123,392$144,642▲ $21,250
Land, Buildings, and Equipment, Net$118,613$119,443▲ $830
Prepaid Expenses and Deferred Charges$15,648$15,015▼ $633
Accounts Receivable$18,197$8,246▼ $9,951
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$3,475,850$3,487,346▲ $11,496
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$14,482$14,482→ $0
Accounts Payable and Accrued Expenses$2,270$2,408▲ $138
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$16,752$16,890▲ $138
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,459,098$3,470,456▲ $11,358
Total Liabilities and Net Assets / Fund Balance$3,475,850$3,487,346▲ $11,496

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$119,214$97,443$216,657
Equipment$229$39,767$39,996
Investment Program Related Org$3,200,000--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleBaseOtherTotal
kristi wagneradministrator$31,090$3,228$34,318

Board Members and Trustees

NameTitle
Cheryl JamesChairman 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
$0
Other Revenue
$131,227
Change in Net Assets
$11,358

Audited Revenue Reconciliation

Revenue per Audited Statements
$131,227
Total Revenue per Audited Statements
$131,227
Total Revenue per Form 990
$131,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$89,282
Other Expenses$30,587
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$31,090
Other Salaries and Wages---$30,826
Other Employee Benefits---$22,870
Fees for Services Accounting---$22,675
Payroll Taxes---$4,496
Other Expenses---$3,840
Information Technology---$3,402
Depreciation Depletion---$670
Total Functional Expenses$0$0$0$119,869

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$119,869
Total Expenses per Audited Statements$119,869
Total Expenses per Form 990$119,869
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$244,412
Brandon MortorffOfficerTrustee of Related Org.No-
Cheryl JamesOfficerTrustee 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

Governance Explanations

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.”

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
2022-11-09
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.”

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/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0190877
IRS990/GrossRentsGrp/RealAmt0190877
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt03402
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt03200000
IRS990/InvestmentsProgramRelatedGrp/EOYAmt03200000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0137210
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0118613
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0119443
IRS990/LandBldgEquipCostOrOtherBssAmt0256653
IRS990/LegalDomicileStateCd0CA
IRS990/LessRentalExpensesGrp/RealAmt059650
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt03459098
IRS990/NetAssetsOrFundBalancesEOYAmt03470456
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0131227
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0131227
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022870
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt03840
IRS990/OtherLiabilitiesGrp/BOYAmt014482
IRS990/OtherLiabilitiesGrp/EOYAmt014482
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt030826
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt04496
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt01945787
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt01945787
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015648
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015015
IRS990/PrincipalOfficerNm0kristi wagner
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04414011
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt037530
IRS990/PYOtherRevenueAmt0237113
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04525232
IRS990/PYSalariesCompEmpBnftPaidAmt088362
IRS990/PYTotalExpensesAmt0125892
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04651124
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt011358
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt0131227
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01508311
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01519669
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0229
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039767
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt039996
IRS990ScheduleD/ExpensesSubtotalAmt0119869
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt03200000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0REAL ESTATE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0119214
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt097443
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0216657
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014482
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RENTAL DEPOSIT
IRS990ScheduleD/RevenueSubtotalAmt0131227
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/TotalBookValueLandBuildingsAmt0119443
IRS990ScheduleD/TotalBookValueProgramRltdAmt03200000
IRS990ScheduleD/TotalExpensesPerForm990Amt0119869
IRS990ScheduleD/TotalLiabilityAmt014482
IRS990ScheduleD/TotalRevenuePerForm990Amt0131227
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0131227
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0119869
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt031090
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0176179
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt03228
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt033915
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0kristi wagner
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt034318
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0210094
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GLENN SANTA CRUZ
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1ROBERT LAKE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2BRANDON MORTORFF
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3kristi wagner
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm4Cheryl James
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3ADMINISTRATOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd3false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd4false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0244412
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0TRUSTEE OF RELATED ORG.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1TRUSTEE OF RELATED ORG.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2TRUSTEE OF RELATED ORG.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3ADMINistrator OF RELATED ORG.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4TRUSTEE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE AIRCONDITIONING AND REFRIGERATION INDUSTRY RETIREMENT TRUST FUND IS THE SOLE STOCKHOLDER OF THE COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AND ADMINISTRATOR OF THE COMPANY PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,487,346
Liabilities
$16,890
Net assets
$3,470,456
Revenue
$131,227
Expenses
$119,869
Net income
$11,358
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
2021Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

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