Civic Intelligence

Refrigeration and Air Conditioning Division U a of N J Welfare Fund

990 • Fiscal year 2020 • EIN 22-6211042

Mar 01, 2019 to Feb 29, 2020 • Filed on Jan 15, 2021

830 Bear Tavern RoadWest Trenton, NJ 08628

(609) 718-1323

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.17x

Higher debt load relative to assets than 72% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.13x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

86th percentile

22%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

11%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Up

$30,962,210

Up $5,543,912 (+22%) from 2019

Net Assets

Up

$25,807,287

Up $6,009,332 (+30%) from 2019

Liabilities

Down

$5,154,923

Down $465,420 (-8.3%) from 2019

Revenue

Up

$38,502,340

Up $3,755,451 (+11%) from 2019

Expenses

Up

$33,387,731

Up $264,626 (+0.8%) from 2019

Net Income

Up

$5,114,609

Up $3,490,825 (+215%) from 2019

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $13,981,025Liabilities 2010: $3,395,279Net Assets 2010: $10,585,7462010Assets 2011: $14,451,744Liabilities 2011: $3,591,206Net Assets 2011: $10,860,5382011Assets 2012: $18,055,128Liabilities 2012: $3,719,534Net Assets 2012: $14,335,5942012Assets 2013: $20,941,080Liabilities 2013: $3,747,684Net Assets 2013: $17,193,3962013Assets 2014: $23,344,298Liabilities 2014: $3,933,627Net Assets 2014: $19,410,6712014Assets 2015: $24,866,079Liabilities 2015: $4,336,287Net Assets 2015: $20,529,7922015Assets 2016: $23,914,614Liabilities 2016: $4,851,504Net Assets 2016: $19,063,1102016Assets 2017: $23,839,930Liabilities 2017: $5,396,072Net Assets 2017: $18,443,8582017Assets 2018: $23,628,111Liabilities 2018: $5,377,313Net Assets 2018: $18,250,7982018Assets 2019: $25,418,298Liabilities 2019: $5,620,343Net Assets 2019: $19,797,9552019Assets 2020: $30,962,210Liabilities 2020: $5,154,923Net Assets 2020: $25,807,2872020Assets 2021: $34,130,098Liabilities 2021: $5,256,311Net Assets 2021: $28,873,7872021Assets 2022: $34,319,636Liabilities 2022: $6,032,350Net Assets 2022: $28,287,2862022Assets 2023: $31,048,013Liabilities 2023: $6,422,106Net Assets 2023: $24,625,9072023Assets 2024: $35,630,413Liabilities 2024: $6,001,316Net Assets 2024: $29,629,0972024Assets 2025: $38,170,006Liabilities 2025: $7,358,059Net Assets 2025: $30,811,9472025

Highlighted filing

2020

Assets$30,962,210
Liabilities$5,154,923
Net Assets$25,807,287

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $23,039,8232010Revenue 2011: $24,811,856Expenses 2011: $24,890,924Net Income 2011: -$79,0682011Expenses 2012: $24,094,7362012Expenses 2013: $22,819,2512013Revenue 2014: $27,700,419Expenses 2014: $25,149,990Net Income 2014: $2,550,4292014Revenue 2015: $26,363,111Expenses 2015: $25,563,949Net Income 2015: $799,1622015Revenue 2016: $27,159,904Expenses 2016: $28,053,744Net Income 2016: -$893,8402016Revenue 2017: $28,528,314Expenses 2017: $29,065,909Net Income 2017: -$537,5952017Revenue 2018: $32,115,989Expenses 2018: $32,099,258Net Income 2018: $16,7312018Revenue 2019: $34,746,889Expenses 2019: $33,123,105Net Income 2019: $1,623,7842019Revenue 2020: $38,502,340Expenses 2020: $33,387,731Net Income 2020: $5,114,6092020Revenue 2021: $36,401,799Expenses 2021: $33,564,762Net Income 2021: $2,837,0372021Revenue 2022: $39,998,701Expenses 2022: $39,788,854Net Income 2022: $209,8472022Revenue 2023: $43,829,641Expenses 2023: $45,514,983Net Income 2023: -$1,685,3422023Revenue 2024: $50,351,069Expenses 2024: $45,713,709Net Income 2024: $4,637,3602024Revenue 2025: $55,711,254Expenses 2025: $54,989,607Net Income 2025: $721,6472025

Highlighted filing

2020

Revenue$38,502,340
Expenses$33,387,731
Net Income$5,114,609
Jump To
Filing Snapshot
Filing Period
Mar 1, 2019 to Feb 29, 2020
Signed
Jan 15, 2021
Return Version
2019v5.1
Gross Receipts
$38,502,340
Mission and Program Overview

Mission

Provide group health benefits for eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$19,797,955$25,807,287▲ $6,009,332
Savings and Temporary Cash Investments$3,704,799$5,006,332▲ $1,301,533
Accounts Receivable$2,814,257$3,155,402▲ $341,145
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$25,418,298$30,962,210▲ $5,543,912
Other Assets Total$18,899,242$22,800,476▲ $3,901,234
Liabilities
Other Liabilities$3,377,509$3,328,509▼ $49,000
Accounts Payable and Accrued Expenses$2,242,834$1,826,414▼ $416,420
Total Liabilities$5,620,343$5,154,923▼ $465,420
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,797,955$25,807,287▲ $6,009,332
Total Liabilities and Net Assets / Fund Balance$25,418,298$30,962,210▲ $5,543,912

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$22,800,476--
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Ie Shaffer & CoTpa830 BEAR TAVERN ROAD, West Trenton, NJ 08628$694,088
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$37,945,630
Investment Income
$556,710
Other Revenue
$0
Change in Net Assets
$5,114,609

Audited Revenue Reconciliation

Revenue per Audited Statements
$38,502,340
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$894,723
Total Revenue per Audited Statements
$39,397,063
Total Revenue per Form 990
$38,502,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$894,404
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$32,493,327--$32,493,327
Fees for Services Management-$694,088-$694,088
Fees for Services Legal-$77,784-$77,784
Fees for Services Accounting-$52,738-$52,738
Office Expenses-$51,596-$51,596
Other Expenses-$7,792-$7,792
Fees for Services Other-$3,750-$3,750
Conferences and Meetings-$3,624-$3,624
Insurance-$3,032-$3,032
Total Functional Expenses$32,493,327$894,404$0$33,387,731

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$33,436,731
Total Expenses per Audited Statements$33,436,731
Total Expenses per Form 990$33,387,731
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-49,000
Other Expense Adjustments$-49,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable$3,328,509
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

A copy of the return has been provided to the trustees for their review and comment prior to its submission

Form 990, Part VI, Section C, line 19

Governing documents and financial statements are made available upon request or may be examined at the address of the plan

Filing and Contact Details

Filer

Filer Name
Refrigeration Ac and Service Div
EIN
22-6211042
Phone
6097181323
Address
830 BEAR TAVERN ROAD, WEST TRENTON, NJ 08628

Signing Officer

Name
Jonathan D Levine
Title
Administrator
Phone
6098836688
Signed
2021-01-15

Organization Details

Principal Officer
Jonathan D Levine
Formed
1974
Legal Domicile
Nj
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
I E Shaffer & Co
Address
830 Bear Tavern Road, West Trenton, NJ 08628
Phone
6097181323
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

There Has Been No Change To The Process

Financial Statement Notes

Part XII, Line 4B - Other Adjustments:

CLAIMS PAYABLE

Raw XML Appendix394 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02242834
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01826414
IRS990/AccountsReceivableGrp/BOYAmt02814257
IRS990/AccountsReceivableGrp/EOYAmt03155402
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt032493327
IRS990/BenefitsToMembersGrp/TotalAmt032493327
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0IE SHAFFER & CO
IRS990/BooksInCareOfDetail/PhoneNum06097181323
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0830 BEAR TAVERN ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST TRENTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd008628
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt019797955
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt025807287
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03624
IRS990/ConferencesMeetingsGrp/TotalAmt03624
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0694088
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0830 BEAR TAVERN ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WEST TRENTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd008628
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0IE SHAFFER & CO
IRS990/ContractorCompensationGrp/ServicesDesc0TPA
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt032493327
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0556710
IRS990/CYOtherExpensesAmt0894404
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt037945630
IRS990/CYRevenuesLessExpensesAmt05114609
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt033387731
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt038502340
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt032493327
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt052738
IRS990/FeesForServicesAccountingGrp/TotalAmt052738
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt077784
IRS990/FeesForServicesLegalGrp/TotalAmt077784
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0694088
IRS990/FeesForServicesManagementGrp/TotalAmt0694088
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03750
IRS990/FeesForServicesOtherGrp/TotalAmt03750
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0EMANUAL A SANTOS
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANK N HUGHES
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL RAPP
IRS990/Form990PartVIISectionAGrp/PersonNm3MARTY DROBNY
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL STILES
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN MCQUILKEN
IRS990/Form990PartVIISectionAGrp/PersonNm6ERIC T AUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL MALONEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt038502340
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03032
IRS990/InsuranceGrp/TotalAmt03032
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0556710
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0556710
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt019797955
IRS990/NetAssetsOrFundBalancesEOYAmt025807287
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0894723
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt051596
IRS990/OfficeExpensesGrp/TotalAmt051596
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt018899242
IRS990/OtherAssetsTotalGrp/EOYAmt022800476
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07792
IRS990/OtherExpensesGrp/TotalAmt07792
IRS990/OtherLiabilitiesGrp/BOYAmt03377509
IRS990/OtherLiabilitiesGrp/EOYAmt03328509
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JONATHAN D LEVINE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/BusinessCd1230000
IRS990/ProgramServiceRevenueGrp/BusinessCd2230000
IRS990/ProgramServiceRevenueGrp/BusinessCd3230000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1STOP LOSS REIMBURSEMEN
IRS990/ProgramServiceRevenueGrp/Desc2RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036632899
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1798667
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2348976
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3165088
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036632899
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1798667
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2348976
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3165088
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt032296246
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0531962
IRS990/PYOtherExpensesAmt0826859
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt034214927
IRS990/PYRevenuesLessExpensesAmt01623784
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt033123105
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034746889
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt05114609
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt038502340
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03704799
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05006332
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-49000
IRS990ScheduleD/ExpensesSubtotalAmt033436731
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0894723
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt022800476
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PRUDENTIAL FINANCIAL GUARANTEED DEPOSIT
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-49000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03328509
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0894723
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt038502340
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CLAIMS PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt022800476
IRS990ScheduleD/TotalExpensesPerForm990Amt033387731
IRS990ScheduleD/TotalLiabilityAmt03328509
IRS990ScheduleD/TotalRevenuePerForm990Amt038502340
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt039397063
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt033436731
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE RETURN HAS BEEN PROVIDED TO THE TRUSTEES FOR THEIR REVIEW AND COMMENT PRIOR TO ITS SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST OR MAY BE EXAMINED AT THE ADDRESS OF THE PLAN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2There Has Been No Change To The Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0REFRIGERATION AC & SER ANNUITY FD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1REFRIGERATION AC & SER PENSION FD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2REFRIGERATION AC & SER EDUCATION FD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222585171
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1226109064
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2237036586
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0830 BEAR TAVERN ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1830 BEAR TAVERN ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2830 BEAR TAVERN ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEST TRENTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WEST TRENTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2WEST TRENTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd008628
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd108628
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd208628
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt025418298
IRS990/TotalAssetsEOYAmt030962210
IRS990/TotalAssetsGrp/BOYAmt025418298
IRS990/TotalAssetsGrp/EOYAmt030962210
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0894404
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032493327
IRS990/TotalFunctionalExpensesGrp/TotalAmt033387731
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05620343
IRS990/TotalLiabilitiesEOYAmt05154923
IRS990/TotalLiabilitiesGrp/BOYAmt05620343
IRS990/TotalLiabilitiesGrp/EOYAmt05154923
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019797955
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt025807287
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt032493327
IRS990/TotalProgramServiceRevenueAmt037945630
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt038502340
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt038502340
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt025418298
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt030962210
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0830 BEAR TAVERN ROAD
IRS990/USAddress/CityNm0WEST TRENTON
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008628
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN D LEVINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06098836688
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REFRIGERATION AC AND SERVICE DIV
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE FUND - C/O IE SHAFFER & CO
ReturnHeader/Filer/BusinessNameControlTxt0REFR
ReturnHeader/Filer/EIN0226211042
ReturnHeader/Filer/PhoneNum06097181323
ReturnHeader/Filer/USAddress/AddressLine1Txt0830 BEAR TAVERN ROAD
ReturnHeader/Filer/USAddress/CityNm0WEST TRENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008628
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221750854
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0I E Shaffer & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0830 Bear Tavern Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Trenton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008628
ReturnHeader/PreparerPersonGrp/PhoneNum06097181323
ReturnHeader/ReturnTs02021-01-15T16:04:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-03-01
ReturnHeader/TaxPeriodEndDt02020-02-29
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$38.2$7.36$30.8$55.7$55.0$0.72
2024Detailed filing. Detailed filing data is available for this year.$35.6$6.00$29.6$50.4$45.7$4.64
2023Detailed filing. Detailed filing data is available for this year.$31.0$6.42$24.6$43.8$45.5$1.69
2022Detailed filing. Detailed filing data is available for this year.$34.3$6.03$28.3$40.0$39.8$0.21
2021Detailed filing. Detailed filing data is available for this year.$34.1$5.26$28.9$36.4$33.6$2.84
2020Detailed filing. Detailed filing data is available for this year.$31.0$5.15$25.8$38.5$33.4$5.11
2019Detailed filing. Detailed filing data is available for this year.$25.4$5.62$19.8$34.7$33.1$1.62
2018Detailed filing. Detailed filing data is available for this year.$23.6$5.38$18.3$32.1$32.1$0.02
2017Detailed filing. Detailed filing data is available for this year.$23.8$5.40$18.4$28.5$29.1$0.54
2016Detailed filing. Detailed filing data is available for this year.$23.9$4.85$19.1$27.2$28.1$0.89
2015Detailed filing. Detailed filing data is available for this year.$24.9$4.34$20.5$26.4$25.6$0.80
2014Detailed filing. Detailed filing data is available for this year.$23.3$3.93$19.4$27.7$25.1$2.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$3.75$17.2$22.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$3.72$14.3$24.1
2011Summary only. Only limited summary data is available for this year.$14.5$3.59$10.9$24.8$24.9$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$3.40$10.6$23.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)9 • $25M-$50M nonprofits