Civic Intelligence

Amer Soc of Heating Ref & Ac Eng So Cal Chapter

990EZ • Fiscal year 2014 • EIN 23-7132135

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

Organization ProfileN/A
PO Box 8013391118

(714) 575-5196

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

29th percentile

-5.6%

Higher net margin than 29% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

43rd percentile

-0.9%

Faster asset growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

58th percentile

6.9%

Faster revenue growth than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$224,494

Down $1,936 (-0.9%) from 2013

Net Assets

Down

$224,494

Down $1,936 (-0.9%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$34,355

Up $2,206 (+6.9%) from 2013

Expenses

Up

$36,291

Up $831 (+2.3%) from 2013

Net Income

Up

-$1,936

Up $1,375 (+42%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2011: $208,411Net Assets 2011: $208,4112011Assets 2013: $226,430Net Assets 2013: $226,4302013Assets 2014: $224,494Net Assets 2014: $224,4942014Assets 2015: $296,461Net Assets 2015: $296,4612015Assets 2016: $340,430Net Assets 2016: $340,4302016Assets 2017: $358,357Liabilities 2017: $0Net Assets 2017: $358,3572017Assets 2018: $394,448Net Assets 2018: $394,4482018Assets 2020: $456,599Net Assets 2020: $456,5992020Assets 2021: $471,653Net Assets 2021: $471,6532021Assets 2022: $551,251Liabilities 2022: $1Net Assets 2022: $551,2502022Assets 2023: $564,871Liabilities 2023: $0Net Assets 2023: $564,8712023Assets 2025: $555,639Liabilities 2025: $0Net Assets 2025: $555,6392025

Highlighted filing

2014

Assets$224,494
Liabilities-
Net Assets$224,494
Open 2014 Filing

Operations Trend

Revenue Growth58th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $35,343Expenses 2011: $32,225Net Income 2011: $3,1182011Revenue 2013: $32,149Expenses 2013: $35,460Net Income 2013: -$3,3112013Revenue 2014: $34,355Expenses 2014: $36,291Net Income 2014: -$1,9362014Revenue 2015: $110,891Expenses 2015: $38,924Net Income 2015: $71,9672015Revenue 2016: $71,156Expenses 2016: $27,187Net Income 2016: $43,9692016Revenue 2017: $50,767Expenses 2017: $32,840Net Income 2017: $17,9272017Revenue 2018: $69,879Expenses 2018: $33,788Net Income 2018: $36,0912018Revenue 2020: $46,773Expenses 2020: $31,186Net Income 2020: $15,5872020Revenue 2021: $50,986Expenses 2021: $35,932Net Income 2021: $15,0542021Revenue 2022: $124,618Expenses 2022: $45,021Net Income 2022: $79,5972022Revenue 2023: $92,136Expenses 2023: $78,515Net Income 2023: $13,6212023Revenue 2025: $81,176Expenses 2025: $77,760Net Income 2025: $3,4162025

Highlighted filing

2014

Revenue$34,355
Expenses$36,291
Net Income-$1,936
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$83,966
Mission and Program Overview

Mission

To update membership on current advances in refrigeration and air conditioning

Program Services

DescriptionGrantsExpenses
TO UPDATE MEMBERSHIP ON CURRENT ADVANCES IN REFRIGERATION AND AIR CONDITIONING AND PROVIDE SCHOLARSHIPS TO INTERESTED ENGINEERING POST-GRADUATE STUDENTS$36,291-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT CHURCHPresident & CEOPT$0--
Jay MaddenTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$39,412$39,412$41,241$-1,829
Event 2$9,908$9,908$7,471$2,437
Total Events$55,689$55,689$49,398$6,291
Filing and Contact Details

Filer

EIN
23-7132135

Signing Officer

Name
Jay Madden
Title
Treasurer
Signed
2014-11-11
Discuss with paid preparer
Yes

Preparer

Preparer
Ernest V Hicks EA
Phone
7145755196
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - AMER SOC OF HEATING REF & A. C. ENGINEERS SCHEDULE ASPECIFIC SCHOLARSHIP ASSISTANCE TO INDIVIDUALSKURT RAPP CAL POLY SLO 2,500KATIE GREGORY CAL POLY SLO 2,000MAURAJ SANGHA FRESNO STATE 2,000ERIK RENTERIA CSULB 4,000DAVID GOLDGROIN CYPRESS COLLEGE 500CARLOS RANGEL CYPRESS COLLEGE 500BRYAN RIVERA CYPRESS COLLEGE 400CHRIS HERNANDEZ CYPRESS COLLEGE 300ERIK GARRIDO CYPRESS COLLEGE 500AARON LEBREAU CYPRESS COLLEGE 600CHRISTOPHER RIVERA CYPRESS COLLEGE 300SCOTT IRVIN CYPRESS COLLEGE 500DAWIT ASSEFA CAL POLY POMONA 400MASHA KARELINA HARVEY MUDD 400KWUN K WONG UCSD 400KYLE CHAN CAL POLY POMONA 400REILY GALLAGHER UCSD 400TOTAL 16,100”

Other Expenses.1007

“Conferences, Conventions, and Meetings $6009”

Other Expenses.1

“Scholarships to Engn Students $16241”

Other Expenses.2

“Outside Services $6628”

Other Expenses.3

“West Sec & Region X Dues $3461”

Other Expenses.4

“Honors and Awards $944”

Other Expenses.5

“Bank and Credit Card Charges $842”

See Schedule A Attached

“3 pages of detail attached as schedule o”

Raw XML Appendix159 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAY MADDEN
IRS990EZ/BooksInCareOfDetail/PhoneNum07145755196
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10P O BOX 80133
IRS990EZ/BooksInCareOfDetail/USAddress/City0SAN MARINO
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode091118
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0226430
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0224494
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0213
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1936
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01551
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0226430
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0224494
IRS990EZ/FundraisingGrossIncomeAmt055689
IRS990EZ/GainOrLossFromSaleOfAssetsAmt040
IRS990EZ/GrossReceiptsAmt083966
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06964
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021060
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0226430
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0224494
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0226430
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0224494
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATT CHURCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jay Madden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO UPDATE MEMBERSHIP ON CURRENT ADVANCES IN REFRIGERATION AND AIR CONDITIONING
IRS990EZ/PrintingPublicationsPostageAmt0615
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO UPDATE MEMBERSHIP ON CURRENT ADVANCES IN REFRIGERATION AND AIR CONDITIONING AND PROVIDE SCHOLARSHIPS TO INTERESTED ENGINEERING POST-GRADUATE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt036291
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt0253
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt049398
IRS990EZ/SpecialEventsNetIncomeLossAmt06291
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036291
IRS990EZ/TotalProgramServiceExpensesAmt036291
IRS990EZ/TotalRevenueAmt034355
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt082070
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04420
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04393
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03936
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03178
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015927
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt082070
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020294
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022791
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016665
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt082070
IRS990ScheduleA/TotalSupportAmt097997
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055689
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055689
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SPECIAL EVENT DINNERS
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06291
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0686
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt049398
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt041241
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07471
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - AMER SOC OF HEATING REF & A. C. ENGINEERS SCHEDULE ASPECIFIC SCHOLARSHIP ASSISTANCE TO INDIVIDUALSKURT RAPP CAL POLY SLO 2,500KATIE GREGORY CAL POLY SLO 2,000MAURAJ SANGHA FRESNO STATE 2,000ERIK RENTERIA CSULB 4,000DAVID GOLDGROIN CYPRESS COLLEGE 500CARLOS RANGEL CYPRESS COLLEGE 500BRYAN RIVERA CYPRESS COLLEGE 400CHRIS HERNANDEZ CYPRESS COLLEGE 300ERIK GARRIDO CYPRESS COLLEGE 500AARON LEBREAU CYPRESS COLLEGE 600CHRISTOPHER RIVERA CYPRESS COLLEGE 300SCOTT IRVIN CYPRESS COLLEGE 500DAWIT ASSEFA CAL POLY POMONA 400MASHA KARELINA HARVEY MUDD 400KWUN K WONG UCSD 400KYLE CHAN CAL POLY POMONA 400REILY GALLAGHER UCSD 400TOTAL 16,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $6009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Scholarships to Engn Students $16241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Outside Services $6628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4West Sec & Region X Dues $3461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Honors and Awards $944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank and Credit Card Charges $842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt73 PAGES OF DETAIL ATTACHED AS SCHEDULE O
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7SEE SCHEDULE A ATTACHED
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jay Madden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10AMER SOC OF HEATING REF & AC ENG
ReturnHeader/Filer/BusinessName/BusinessNameLine20SO CAL CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0237132135
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 80133
ReturnHeader/Filer/USAddress/City0SAN MARINO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HICKS HICKS AND BRAUN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101230 N JEFFERSON ST STE M
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ANAHEIM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0928071631
ReturnHeader/PreparerPersonGrp/PhoneNum07145755196
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ernest V Hicks EA
ReturnHeader/ReturnTs02014-11-11T11:42:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,494
Liabilities
-
Net assets
$224,494
Revenue
$34,355
Expenses
$36,291
Net income
-$1,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.00$5.56$0.81$0.78$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.65$0.92$0.79$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.51$0.00$5.51$1.25$0.45$0.80
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.72$4.72$0.51$0.36$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.57$4.57$0.47$0.31$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.94$3.94$0.70$0.34$0.36
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.00$3.58$0.51$0.33$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.40$3.40$0.71$0.27$0.44
2015Detailed filing. Detailed filing data is available for this year.$2.96$2.96$1.11$0.39$0.72
2014Detailed filing. Detailed filing data is available for this year.$2.24$2.24$0.34$0.36$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$2.26$0.32$0.35$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$2.08$0.35$0.32$0.03