Civic Intelligence

Amer Soc of Heating Ref & Ac Eng So Cal Chapter

990EZ • Fiscal year 2012 • EIN 23-7132135

Jul 01, 2011 to Jun 30, 2012 • Filed on Dec 21, 2012

Organization ProfileN/A
PO Box 8013391118
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 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

83rd percentile

39%

Faster revenue growth than 83% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$229,741

Up $21,330 (+10%) from 2011

Net Assets

Up

$229,741

Up $21,330 (+10%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$49,078

Up $13,735 (+39%) from 2011

Expenses

Down

$27,748

Down $4,477 (-14%) from 2011

Net Income

Up

$21,330

Up $18,212 (+584%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth64th 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 2012: $229,741Net Assets 2012: $229,7412012Assets 2013: $226,430Net Assets 2013: $226,4302013Assets 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

2012

Assets$229,741
Liabilities-
Net Assets$229,741
Open 2012 Filing

Operations Trend

Revenue Growth83rd 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 2012: $49,078Expenses 2012: $27,748Net Income 2012: $21,3302012Revenue 2013: $32,149Expenses 2013: $35,460Net Income 2013: -$3,3112013Revenue 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

2012

Revenue$49,078
Expenses$27,748
Net Income$21,330
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Dec 21, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

To update membership on current advances in refrigeration and air conditioning

Filing and Contact Details

Filer

EIN
23-7132135
Raw XML Appendix172 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0208411
IRS990EZ/CashSavingsAndInvestments/EOY0229741
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses012835
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear021330
IRS990EZ/FeesAndOthPymtToIndContractors01993
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome061288
IRS990EZ/GainOrLossFromSaleOfAssets01682
IRS990EZ/GrantsAndSimilarAmountsPaid011100
IRS990EZ/GrossAmountFromSaleOfAssets014517
IRS990EZ/GrossReceipts0102518
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome04393
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues022320
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY0208411
IRS990EZ/NetAssetsOrFundBalancesBOY0208411
IRS990EZ/NetAssetsOrFundBalances/EOY0229741
IRS990EZ/NetAssetsOrFundBalancesEOY0229741
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10251 S LAKE AVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11P O BOX 80133
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0PASADENA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1SAN MARINO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode091101
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode191118
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition010.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition110.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0CHRISTINE CLOUTIER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1MATT CHURCH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1President & CEO
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal014281
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO UPDATE MEMBERSHIP ON CURRENT ADVANCES IN REFRIGERATION AND AIR CONDITIONING
IRS990EZ/PrintingPublicationsPostage0374
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO UPDATE MEMBERSHIP ON CURRENT ADVANCES IN REFRIGERATION AND AIR CONDITIONING
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses040605
IRS990EZ/SpecialEventsNetIncomeLoss020683
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10251 S LAKE AVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0PASADENA
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode091101
IRS990EZ/TheBooksAreInCareOf/NamePerson0CHRISTINE CLOUTIER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07145755196
IRS990EZ/TotalAssets/BOY0208411
IRS990EZ/TotalAssets/EOY0229741
IRS990EZ/TotalExpenses027748
IRS990EZ/TotalRevenue049078
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/First5Years1700X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year022791
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years016665
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years012383
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years021405
IRS990ScheduleA/GiftsGrantsContribReceived170/Total073244
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year03936
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years03178
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years04020
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years05155
IRS990ScheduleA/GrossInvestmentIncome170/Total016289
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.00000
IRS990ScheduleA/PublicSupportTotal170073244
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year022791
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years016665
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years012383
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years021405
IRS990ScheduleA/Total170/Total073244
IRS990ScheduleA/TotalSupport089533
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents040605
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1031393
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2018339
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents011556
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal061288
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1031393
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2018339
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents011556
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents061288
IRS990ScheduleG/EventsInformation/NameOfEvent10SPECIAL EVENT DINNERS
IRS990ScheduleG/EventsInformation/NameOfEvent20GOLF TOURNAMENT
IRS990ScheduleG/EventsInformation/NetIncomeSummary020683
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1027917
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2011388
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents01300
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents040605
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents01
IRS990ScheduleO/GeneralExplanation/Explanation0Membership Promotion $598
IRS990ScheduleO/GeneralExplanation/Explanation1Honors and Awards $607
IRS990ScheduleO/GeneralExplanation/Explanation2Bank and Credit Card Charges $1505
IRS990ScheduleO/GeneralExplanation/Explanation3West Sec & Region X Dues $1847
IRS990ScheduleO/GeneralExplanation/Explanation4Outside Services $6600
IRS990ScheduleO/GeneralExplanation/Explanation5Conferences, Conventions, and Meetings $3124
IRS990ScheduleO/GeneralExplanation/Explanation6| Cash Amount Given: $11100
IRS990ScheduleO/GeneralExplanation/Explanation7Client Note 1 - AMER SOC OF HEATING REF & A. C. ENGINEERS SCHEDULE ASPECIFIC ASSISTANCE TO INDIVIDUALSCHRIS GREINER CAL POLY SLO 2,500ALIMEE WARNER CAL POLY SLO 4,000 EDWIN ARREDONDO CYPRESS COLLEGE 600PATRICK BATES CYPRESS COLLEGE 400CALVIN BUI CYPRESS COLLEGE 400OSCAR DEL CID CYPRESS COLLEGE 600AARON LEBREAU CYPRESS COLLEGE 400RAUL OROZCO CYPRESS COLLEGE 400CHRISTOPHER RIVERA CYPRESS COLLEGE 400DAVID SHUBIN CYPRESS COLLEGE 300MARCUS STEVENS CYPRESS COLLEGE 300JOANA PERDOME CAL POLY SLO 400JOCELIN ACERO UCI 400TOTAL 11,100
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.1007
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 10.1
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.1007
IRS990ScheduleO/GeneralExplanation/ReturnReference6Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0237132135
ReturnHeader/Filer/Name/BusinessNameLine10AMER SOC OF HEATING REF & AC ENG
ReturnHeader/Filer/Name/BusinessNameLine20SO CAL CHAPTER
ReturnHeader/Filer/NameControl0AMER
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 80133
ReturnHeader/Filer/USAddress/City0SAN MARINO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091118
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-12-21
ReturnHeader/Officer/Name0CHRISTINE CLOUTIER
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HICKS HICKS AND BRAUN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101230 N JEFFERSON ST STE M
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ANAHEIM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0928071631
ReturnHeader/Preparer/Name0Ernest V Hicks EA
ReturnHeader/Preparer/Phone07145755196
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-12-21T16:51:58-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$229,741
Liabilities
-
Net assets
$229,741
Revenue
$49,078
Expenses
$27,748
Net income
$21,330
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
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$2.26$0.32$0.35$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$2.30$0.49$0.28$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$2.08$0.35$0.32$0.03