Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Amer Soc of Heating Ref & Ac Eng So Cal Chapter
990EZ • Fiscal year 2020 • EIN 23-7132135
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
80th percentile
Higher net margin than 80% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
50th percentile
Faster asset growth than 50% of similar nonprofits.
Revenue Growth
29th percentile
Faster revenue growth than 29% of similar nonprofits.
Balance Sheet
Assets
Up$456,599
Up $62,151 (+16%) from 2018
Net Assets
Up$456,599
Up $62,151 (+16%) from 2018
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$46,773
Down $23,106 (-33%) from 2018
Expenses
Down$31,186
Down $2,602 (-7.7%) from 2018
Net Income
Down$15,587
Down $20,504 (-57%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- Nov 23, 2020
- Return Version
- 2019v5.0
- Gross Receipts
- $72,729
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 | $31,186 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BARNABAS PATH | President & CEO | PT | $0 | - | - |
| SIERRA SPITULSKI | Treasurer | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Special Event Dinners | $25,835 | $25,835 | $19,745 | $6,090 |
| Total Events | $25,835 | $25,835 | $19,745 | $6,090 |
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
- Barnabas Path
- Title
- President & CEO
- Signed
- 2020-11-23
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Hicks Hicks & Braun
- Address
- 1210 N JEFFERSON ST SUITE G, ANAHEIM, CA 92807
- 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 INDIVIDUALSTAYLOR HARMS CAL POLY SLO $1,000WESTON CRUZ MONTGOMERY CAL POLY SLO $1,500MICHAEL HANSON CAL POLY SLO $1,500MARCOS AVILA CAL POLY POMONA $1,000JERRY WAKAI CAL POLY SLO $5,000MADELINE FAASE CAL POLY SLO $2,000DOMINIC KEMP UCI $4,000RYAN SPARKS CAL POLY SLO $2,000ANDY VASQUEZ CYRPESS COLLEGE $600ELISEO ESCOBAR CYPRESS COLLEGE $400EMMANUEL PROCOPIO CYPRESS COLLEGE $600JOSHUA CRUZ CYPRESS COLLEGE $400OMAR OCAMPO CYPRESS COLLEGE $500MIGUEL CRISPIN CYPRESS COLLEGE $600TOTAL $21,100”
Other Expenses.1002
“Office Expenses $755”
Other Expenses.1
“Scholarships to Engn Students $21100”
Other Expenses.2
“West Sec & Region X Dues $5170”
Other Expenses.3
“Website Expenses $646”
Other Expenses.4
“Education $505”
Other Expenses.5
“Brokerage Fees $335”
Other Expenses.6
“Bank and Credit Card Charges $240”
Other Assets.1005
“Accounts Receivable - Beginning $4200 Accounts Receivable - Ending $5850”
See Schedule A Attached
“Pages of detail attached as schedule o”
Raw XML Appendix161 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 | SIERRA SPITULSKI |
| 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 | 436812 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 450749 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 14 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 15587 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2202 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 441012 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 456599 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 30835 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | -8 |
| IRS990EZ/GrossReceiptsAmt | 0 | 72729 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 18868 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 23020 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 441012 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 456599 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 441012 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 456599 |
| 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 | BARNABAS PATH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SIERRA SPITULSKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President & CEO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 4200 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 5850 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 28751 |
| 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 | 233 |
| 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 | 31186 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 6 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 25942 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 4893 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 31186 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 31186 |
| IRS990EZ/TotalRevenueAmt | 0 | 46773 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 23020 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 34577 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 23920 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 24832 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 24408 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 130757 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 18868 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 20389 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 27633 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 11487 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 8475 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 86852 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.60090 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 130757 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 23020 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 34577 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 23920 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 24832 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 24408 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 130757 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 217609 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 19745 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | SPECIAL EVENT DINNERS |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 25835 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 25835 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 25835 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 25835 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 6090 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 19745 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 19745 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Client Note 1 - AMER SOC OF HEATING REF & A. C. ENGINEERS SCHEDULE ASPECIFIC SCHOLARSHIP ASSISTANCE TO INDIVIDUALSTAYLOR HARMS CAL POLY SLO $1,000WESTON CRUZ MONTGOMERY CAL POLY SLO $1,500MICHAEL HANSON CAL POLY SLO $1,500MARCOS AVILA CAL POLY POMONA $1,000JERRY WAKAI CAL POLY SLO $5,000MADELINE FAASE CAL POLY SLO $2,000DOMINIC KEMP UCI $4,000RYAN SPARKS CAL POLY SLO $2,000ANDY VASQUEZ CYRPESS COLLEGE $600ELISEO ESCOBAR CYPRESS COLLEGE $400EMMANUEL PROCOPIO CYPRESS COLLEGE $600JOSHUA CRUZ CYPRESS COLLEGE $400OMAR OCAMPO CYPRESS COLLEGE $500MIGUEL CRISPIN CYPRESS COLLEGE $600TOTAL $21,100 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $755 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Scholarships to Engn Students $21100 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | West Sec & Region X Dues $5170 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Website Expenses $646 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Education $505 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Brokerage Fees $335 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Bank and Credit Card Charges $240 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Accounts Receivable - Beginning $4200 Accounts Receivable - Ending $5850 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | PAGES OF DETAIL ATTACHED AS SCHEDULE O |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Client Note 1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| 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 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | SEE SCHEDULE A ATTACHED |
| ReturnHeader/BuildTS | 0 | 2021-04-22 16:20:28Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BARNABAS PATH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President & CEO |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-11-23 |
| 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/PreparerFirmEIN | 0 | 330969828 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HICKS HICKS & BRAUN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1210 N JEFFERSON ST SUITE G |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ANAHEIM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92807 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7145755196 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Ernest V Hicks EA |
| ReturnHeader/ReturnTs | 0 | 2020-11-23T08:47:52-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $456,599
- Liabilities
- -
- Net assets
- $456,599
- Revenue
- $46,773
- Expenses
- $31,186
- Net income
- $15,587