Civic Intelligence

Amer Soc of Heating Ref & Ac Eng So Cal Chapter

990 • Fiscal year 2017 • EIN 23-7132135

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

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

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-29%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$358,357

Up $17,927 (+5.3%) from 2016

Net Assets

Up

$358,357

Up $17,927 (+5.3%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$50,767

Down $20,389 (-29%) from 2016

Expenses

Up

$32,840

Up $5,653 (+21%) from 2016

Net Income

Down

$17,927

Down $26,042 (-59%) from 2016

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

2017

Assets$358,357
Liabilities$0
Net Assets$358,357

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

2017

Revenue$50,767
Expenses$32,840
Net Income$17,927
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$210,433
Mission and Program Overview

Mission

To update membership on current advances in refrigeration and air conditioning

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$340,430$358,357▲ $17,927
Investments in Publicly Traded Securities$282,749$313,189▲ $30,440
Cash and Non-Interest-Bearing Accounts$57,681$45,168▼ $12,513
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$340,430$358,357▲ $17,927
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$340,430$358,357▲ $17,927
Total Liabilities and Net Assets / Fund Balance$340,430$358,357▲ $17,927
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christine LazoPresident & CEO
Eric TobiassenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$24,832
Investment Income
$11,487
Other Revenue
$14,448
Change in Net Assets
$17,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,840
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
Fees for Services Accounting$1,985--$1,985
All Other Expenses$1,234--$1,234
Other Expenses$1,088--$1,088
Total Functional Expenses$32,840$0$0$32,840
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$174,114
Fundraising Direct Expenses$159,666
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Event Dinners$89,123$89,123$71,502$17,621
Golf Tournament$58,725$58,725$32,674$26,051
Total Events$169,724$169,724$157,149$12,575
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

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
Eric Tobiassen
Title
Treasurer
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
2
Independent Board Members
0
Employees
0

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 INDIVIDUALSMIRO ZAROUKIAN CAL POLY P,PMA $4,000CALVIN BUE CAL POLY POMONA $1,800SEVAN HOVSEPLAN CAL POLY POMONA $1,800JACOB UPTON CAL POLY SLO $1,500ADAM REYES CAL POLY POMONA $1,500JAMES BRIAN TURCATO CAL POLY POMONA $1,500HILINA GUDETA UNIV OF SO CAL $1,500STEVEN UROSEVIC CAL POLY POMONA $1,300MICHELLE SHADPOUR UNIV OF SO CAL $1,200ISLANDER ORTUNO CYRPESS COLLEGE $500EDUARDO JIMENEZ CYPRESS COLLEGE $500JONATHA ROTSIOS CYPRESS COLLEGE $600JUAN A SANTOS CYPRESS COLLEGE $600RAPHAEL AGUILAR CYPRESS COLLEGE $400CHAARLES PROVENGHI CYPRESS COLLEGE $800BRIAN CHIOU CAL POLY POMONA $500NATHAN LEONG CAL POLY POMONA $500TOTAL $20,500

See Schedule A Attached

Pages of detail attached as schedule o

Raw XML Appendix344 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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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0210433
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011487
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0282749
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0313189
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OtherExpensesGrp/Desc2Bank and Credit Card Charges
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - AMER SOC OF HEATING REF & A. C. ENGINEERS SCHEDULE ASPECIFIC SCHOLARSHIP ASSISTANCE TO INDIVIDUALSMIRO ZAROUKIAN CAL POLY P,PMA $4,000CALVIN BUE CAL POLY POMONA $1,800SEVAN HOVSEPLAN CAL POLY POMONA $1,800JACOB UPTON CAL POLY SLO $1,500ADAM REYES CAL POLY POMONA $1,500JAMES BRIAN TURCATO CAL POLY POMONA $1,500HILINA GUDETA UNIV OF SO CAL $1,500STEVEN UROSEVIC CAL POLY POMONA $1,300MICHELLE SHADPOUR UNIV OF SO CAL $1,200ISLANDER ORTUNO CYRPESS COLLEGE $500EDUARDO JIMENEZ CYPRESS COLLEGE $500JONATHA ROTSIOS CYPRESS COLLEGE $600JUAN A SANTOS CYPRESS COLLEGE $600RAPHAEL AGUILAR CYPRESS COLLEGE $400CHAARLES PROVENGHI CYPRESS COLLEGE $800BRIAN CHIOU CAL POLY POMONA $500NATHAN LEONG CAL POLY POMONA $500TOTAL $20,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAGES OF DETAIL ATTACHED AS SCHEDULE O
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3SEE SCHEDULE A ATTACHED
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IRS990/VotingMembersGoverningBodyCnt02
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
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/ReturnTs02017-11-15T12:10:57-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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