Amer Soc of Heating Ref & Ac Eng So Cal Chapter

990EZ • Fiscal year 2015 • EIN 23-7132135

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 17, 2015

Organization Profile N/A

PO Box 80133San Marino, CA 91118

(714) 575-5196

Siviq Scores

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

No value available

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

Source year 2015

No value available

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

Source year 2015

65%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

32%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

223%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$296,461

Up $70,031 (+31%) from 2013

Net Assets

$296,461

Up $70,031 (+31%) from 2013

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin95th percentile

Revenue

$110,891

Up $78,742 (+245%) from 2013

Expenses

$38,924

Up $3,464 (+9.8%) from 2013

Net Income

$71,967

Up $75,278 (+2274%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

Highlighted filing

2015

Assets$296,461

Liabilities-

Net Assets$296,461

Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

Highlighted filing

2015

Revenue$110,891

Expenses$38,924

Net Income$71,967

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015
Signed: Nov 17, 2015
Return Version: 2014v5.0
Gross Receipts: $196,314

Mission and Program Overview

Mission

To update membership on current advances in refrigeration and air conditioning

Program Services

Description	Grants	Expenses
TO UPDATE MEMBERSHIP ON CURRENT ADVANCES IN REFRIGERATION AND AIR CONDITIONING AND PROVIDE SCHOLARSHIPS TO INTERESTED ENGINEERING POST-GRADUATE STUDENTS	$38,924	-

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CHRISTINE LAZO	President & CEO	PT	$0	-	-
OMAR ROJAS	Treasurer	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Special Event Dinners	$63,630	$63,630	$54,792	$8,838
Golf Tournament	$51,310	$51,310	$22,847	$28,463
Total Events	$131,055	$131,055	$77,926	$53,129

Filing and Contact Details

Filer

Filer Name: Amer Soc of Heating Ref & Ac Eng
EIN: 23-7132135
Address: PO BOX 80133, SAN MARINO, CA 91118

Signing Officer

Name: Omar Rojas
Title: Treasurer
Signed: 2015-11-17
Discuss with paid preparer: Yes

Preparer

Firm: Hicks Hicks and Braun
Address: 1230 N JEFFERSON ST STE M, ANAHEIM, CA 92807-1631
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 INDIVIDUALSOSCAR CAMACHO CAL POLY SLO 2,000KATIE GREGORY CAL POLY SLO 1,000SEHYUN OH CAL POLY SLO 3,000CARLOS RUIZ CAL POLY POMOPNA 1,000CHRIS PERRY CSULB 5,000DAVID SHADPOUR USC 3,000MICHELLE SHADPOUR USC 2,000ROBERT GALARZA CSUSB 4,000CHRIS S GNEITING CYPRESS COLLEGE 400GERAD BRAVER CYPRESS COLLEGE 400CHRIS F MACIAS CYPRESS COLLEGE 400IVAN PINA CAMPOS CYPRESS COLLEGE 400JAMES BARNES CYPRESS COLLEGE 400SRISHTY AMAMANI CYPRESS COLLEGE 400SUNG CHO CAL POLY POMONA 500 TOTAL 23,900”

Other Expenses.1007

“Conferences, Conventions, and Meetings $7906”

Other Expenses.1

“Scholarships to Engn Students $23900”

Other Expenses.2

“West Sec & Region X Dues $3228”

Other Expenses.3

“Bank and Credit Card Charges $1613”

Other Expenses.4

“Outside Services $550”

See Schedule A Attached

“3 pages of detail attached as schedule o”

Raw XML Appendix154 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	OMAR ROJAS
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7145755196
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	P O BOX 80133
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	SAN MARINO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	91118
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	224494
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	296461
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	7497
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	71967
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1580
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	224494
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	296461
IRS990EZ/FundraisingGrossIncomeAmt	0	131055
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	30281
IRS990EZ/GrossReceiptsAmt	0	196314
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	7941
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	19540
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	224494
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	296461
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	224494
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	296461
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	CHRISTINE LAZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	OMAR ROJAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Treasurer
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	37197
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO UPDATE MEMBERSHIP ON CURRENT ADVANCES IN REFRIGERATION AND AIR CONDITIONING
IRS990EZ/PrintingPublicationsPostageAmt	0	147
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TO UPDATE MEMBERSHIP ON CURRENT ADVANCES IN REFRIGERATION AND AIR CONDITIONING AND PROVIDE SCHOLARSHIPS TO INTERESTED ENGINEERING POST-GRADUATE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	38924
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	37778
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	77926
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	53129
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	38924
IRS990EZ/TotalProgramServiceExpensesAmt	0	38924
IRS990EZ/TotalRevenueAmt	0	110891
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/First5Years170Ind	0	X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	20294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	22320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	22791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	65405
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	4420
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	4393
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	3936
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	12749
IRS990ScheduleA/OtherIncome170Grp/TotalAmt	0	0
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.00000
IRS990ScheduleA/PublicSupportTotal170Amt	0	65405
IRS990ScheduleA/SubstantialContributorsTotAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt	0	0
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	20294
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	22320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	22791
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	65405
IRS990ScheduleA/TotalSupportAmt	0	78154
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	77926
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	SPECIAL EVENT DINNERS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	63630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	51310
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	16115
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	131055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	63630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	51310
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	16115
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	131055
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	53129
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	287
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	77926
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	54792
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	22847
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Client Note 1 - AMER SOC OF HEATING REF & A. C. ENGINEERS SCHEDULE ASPECIFIC SCHOLARSHIP ASSISTANCE TO INDIVIDUALSOSCAR CAMACHO CAL POLY SLO 2,000KATIE GREGORY CAL POLY SLO 1,000SEHYUN OH CAL POLY SLO 3,000CARLOS RUIZ CAL POLY POMOPNA 1,000CHRIS PERRY CSULB 5,000DAVID SHADPOUR USC 3,000MICHELLE SHADPOUR USC 2,000ROBERT GALARZA CSUSB 4,000CHRIS S GNEITING CYPRESS COLLEGE 400GERAD BRAVER CYPRESS COLLEGE 400CHRIS F MACIAS CYPRESS COLLEGE 400IVAN PINA CAMPOS CYPRESS COLLEGE 400JAMES BARNES CYPRESS COLLEGE 400SRISHTY AMAMANI CYPRESS COLLEGE 400SUNG CHO CAL POLY POMONA 500 TOTAL 23,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Conferences, Conventions, and Meetings $7906
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Scholarships to Engn Students $23900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	West Sec & Region X Dues $3228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Bank and Credit Card Charges $1613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	Outside Services $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	3 PAGES OF DETAIL ATTACHED AS SCHEDULE O
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	SEE SCHEDULE A ATTACHED
ReturnHeader/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	OMAR ROJAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	AMER SOC OF HEATING REF & AC ENG
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	SO CAL CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt	0	AMER
ReturnHeader/Filer/EIN	0	237132135
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 80133
ReturnHeader/Filer/USAddress/CityNm	0	SAN MARINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	91118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HICKS HICKS AND BRAUN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1230 N JEFFERSON ST STE M
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	ANAHEIM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	928071631
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7145755196
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Ernest V Hicks EA
ReturnHeader/ReturnTs	0	2015-11-17T10:48:39-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-07-01
ReturnHeader/TaxPeriodEndDt	0	2015-06-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $296,461
Liabilities: -
Net assets: $296,461
Revenue: $110,891
Expenses: $38,924
Net income: $71,967

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.08		$2.08	$0.35	$0.32	$0.03