Civic Intelligence

Amer Soc of Heating Ref & Ac Eng So Cal Chapter

990EZ • Fiscal year 2016 • EIN 23-7132135

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

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.

Liabilities / Assets

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-36%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$340,430

Up $43,969 (+15%) from 2015

Net Assets

Up

$340,430

Up $43,969 (+15%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$71,156

Down $39,735 (-36%) from 2015

Expenses

Down

$27,187

Down $11,737 (-30%) from 2015

Net Income

Down

$43,969

Down $27,998 (-39%) from 2015

Historical Trend

Balance Sheet Trend

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 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

2016

Assets$340,430
Liabilities-
Net Assets$340,430

Operations Trend

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 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

2016

Revenue$71,156
Expenses$27,187
Net Income$43,969
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.0
Gross Receipts
$143,091
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$26,683-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE LAZOPresident & CEOPT$0--
BRIAN JAMESTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Event Dinners$42,010$42,010$30,718$11,292
2016 Crc Event$28,964$28,964$15,418$13,546
Total Events$100,208$100,208$64,131$36,077
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
Brian James
Title
Treasurer
Signed
2016-11-09
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 INDIVIDUALSJENNIFER ARELLANES CAL POLY SLO $2,500ADAM REYES CAL POLY POMONA $4,000JAMES BRIAN TURCATO CAL POLY POMONA $2,500KEVIN CLAYDERMAN CAL POLY POMONA $1,000NINA RUSSAK CAL POLY POMONA $500ALAN LOPEZ CYRPESS COLLEGE $400ANGFRITH HAO CYPRESS COLLEGE $500BRANDON RODRIGUEZ CYPRESS COLLEGE $400BREIN CLEMENTS CYPRESS COLLEGE $600CHARLES PROVENGHI CYPRESS COLLEGE $500EDUARDO MALAGON CYPRESS COLLEGE $500FABIAN GUSMAN CYPRESS COLLEGE $400JUAN HERBERT CYPRESS COLLEGE $500LUIS AMEZQUITA CYPRESS COLLEGE $500CHIRS F MACIAS CYPRESS COLLEGE $600MILES CLEMENTS CYPRESS COLLEGE $500DIONISIO DIAZ CSULA $500TOTAL $16,400

Other Expenses.1007

Conferences, Conventions, and Meetings $777

Other Expenses.1

Scholarships to Engn Students $16400

Other Expenses.2

West Sec & Region X Dues $6490

Other Expenses.3

Bank and Credit Card Charges $974

Other Expenses.4

Brokerage Fees $504

See Schedule A Attached

Pages of detail attached as schedule o

Raw XML Appendix160 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0BRIAN JAMES
IRS990EZ/BooksInCareOfDetail/PhoneNum07145755196
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 80133
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN MARINO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091118
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0296461
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0340430
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt07804
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt043969
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINE LAZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025145
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO UPDATE MEMBERSHIP ON CURRENT ADVANCES IN REFRIGERATION AND AIR CONDITIONING
IRS990EZ/PrintingPublicationsPostageAmt0152
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO UPDATE MEMBERSHIP ON CURRENT ADVANCES IN REFRIGERATION AND AIR CONDITIONING AND PROVIDE SCHOLARSHIPS TO INTERESTED ENGINEERING POST-GRADUATE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026683
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt09585
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt064131
IRS990EZ/SpecialEventsNetIncomeLossAmt036077
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027187
IRS990EZ/TotalProgramServiceExpensesAmt026683
IRS990EZ/TotalRevenueAmt071156
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt022320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0107622
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08475
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07941
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04420
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04393
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt032193
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76970
IRS990ScheduleA/PublicSupportTotal170Amt0107622
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt019540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021060
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020294
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt022320
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0107622
IRS990ScheduleA/TotalSupportAmt0139815
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt064131
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENT DINNERS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm02016 CRC EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt028964
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt029234
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042010
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt029234
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0100208
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036077
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt017995
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt064131
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030718
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015418
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - AMER SOC OF HEATING REF & A. C. ENGINEERS SCHEDULE ASPECIFIC SCHOLARSHIP ASSISTANCE TO INDIVIDUALSJENNIFER ARELLANES CAL POLY SLO $2,500ADAM REYES CAL POLY POMONA $4,000JAMES BRIAN TURCATO CAL POLY POMONA $2,500KEVIN CLAYDERMAN CAL POLY POMONA $1,000NINA RUSSAK CAL POLY POMONA $500ALAN LOPEZ CYRPESS COLLEGE $400ANGFRITH HAO CYPRESS COLLEGE $500BRANDON RODRIGUEZ CYPRESS COLLEGE $400BREIN CLEMENTS CYPRESS COLLEGE $600CHARLES PROVENGHI CYPRESS COLLEGE $500EDUARDO MALAGON CYPRESS COLLEGE $500FABIAN GUSMAN CYPRESS COLLEGE $400JUAN HERBERT CYPRESS COLLEGE $500LUIS AMEZQUITA CYPRESS COLLEGE $500CHIRS F MACIAS CYPRESS COLLEGE $600MILES CLEMENTS CYPRESS COLLEGE $500DIONISIO DIAZ CSULA $500TOTAL $16,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Scholarships to Engn Students $16400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3West Sec & Region X Dues $6490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank and Credit Card Charges $974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Brokerage Fees $504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAGES 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/FormAndLineReferenceDesc6SEE SCHEDULE A ATTACHED
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMER SOC OF HEATING REF & AC ENG
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SO CAL CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0237132135
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 80133
ReturnHeader/Filer/USAddress/CityNm0SAN MARINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HICKS HICKS AND BRAUN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01230 N JEFFERSON ST STE M
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANAHEIM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928071631
ReturnHeader/PreparerPersonGrp/PhoneNum07145755196
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ernest V Hicks EA
ReturnHeader/ReturnTs02016-11-09T14:08:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits