Civic Intelligence

American Soc of Heating Refridg & Air Cond Engineers Inc Kc Chapter

990EZ • Fiscal year 2016 • EIN 23-7357773

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 05, 2017

PO Box 414137Kansas City, MO 64141

(816) 941-5300

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

36th percentile

-1.8%

Higher net margin than 36% 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

37th percentile

-4.2%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Down

$35,974

Down $1,589 (-4.2%) from 2015

Net Assets

Down

$35,974

Down $1,589 (-4.2%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$86,932

Up $26,565 (+44%) from 2015

Expenses

Down

$88,521

Down $35,077 (-28%) from 2015

Net Income

Up

-$1,589

Up $61,642 (+97%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $100,795Net Assets 2014: $100,7952014Assets 2015: $37,563Net Assets 2015: $37,5632015Assets 2016: $35,974Net Assets 2016: $35,9742016Assets 2017: $67,345Net Assets 2017: $67,3452017Assets 2018: $38,908Net Assets 2018: $38,9082018Assets 2019: $46,931Net Assets 2019: $46,9312019Assets 2020: $58,955Net Assets 2020: $58,9552020Assets 2021: $61,062Net Assets 2021: $61,0622021Assets 2022: $70,182Net Assets 2022: $70,1822022Assets 2023: $80,226Net Assets 2023: $80,2262023Assets 2024: $75,720Net Assets 2024: $75,7202024Assets 2025: $69,542Net Assets 2025: $69,5422025

Highlighted filing

2016

Assets$35,974
Liabilities-
Net Assets$35,974

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2014: $68,322Expenses 2014: $77,396Net Income 2014: -$9,0742014Revenue 2015: $60,367Expenses 2015: $123,598Net Income 2015: -$63,2312015Revenue 2016: $86,932Expenses 2016: $88,521Net Income 2016: -$1,5892016Revenue 2017: $100,013Expenses 2017: $71,427Net Income 2017: $28,5862017Revenue 2018: $88,642Expenses 2018: $117,080Net Income 2018: -$28,4382018Revenue 2019: $92,640Expenses 2019: $84,617Net Income 2019: $8,0232019Revenue 2020: $87,255Expenses 2020: $75,231Net Income 2020: $12,0242020Revenue 2021: $51,186Expenses 2021: $49,078Net Income 2021: $2,1082021Revenue 2022: $79,122Expenses 2022: $70,003Net Income 2022: $9,1192022Revenue 2023: $84,612Expenses 2023: $74,567Net Income 2023: $10,0452023Revenue 2024: $84,286Expenses 2024: $88,794Net Income 2024: -$4,5082024Revenue 2025: $69,674Expenses 2025: $75,852Net Income 2025: -$6,1782025

Highlighted filing

2016

Revenue$86,932
Expenses$88,521
Net Income-$1,589
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 5, 2017
Return Version
2015v3.0
Gross Receipts
$109,911
Mission and Program Overview

Mission

Provide services and benefits to the members and to promote the members' industry.

Program Services

DescriptionGrantsExpenses
MEETINGS TO UPDATE AND EDUCATE MEMBERS OF NEW DEVELOPMENTS IN THE PROFESSION INCLUDING TECHNICAL SPEAKERS-$55,513
STUDENT CHAPTER PROGRAM TO ENCOURAGE PURSUIT OF ENGINEERING CAREERS$6,500$18,909
PUBLICATION OF ANNUAL DIRECTORY OF INDUSTRY MEMBERS; INTENDED TO SERVE AS AN INSTRUMENT TO ENHANCE COMMUNICATION IN THE INDUSTRY-$10,716
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM ROOTPresidentPT$0--
DIETER MYERSVice Preside-$0--
JARROD FOSTERSecretary-$0--
JERRY CASEY IITreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$33,320$7,872$2,057$5,815
Total Events$33,320$7,872$22,979$-15,107
Filing and Contact Details

Filer

Filer Name
American Soc of Heating Refridg &
EIN
23-7357773
Phone
8169415300
Address
PO BOX 414137, KANSAS CITY, MO 64141

Signing Officer

Name
Jerry Casey Ii
Title
Treasurer
Phone
8169415300
Signed
2017-01-05
Discuss with paid preparer
Yes

Preparer

Firm
Tmpitman & Associates LLC
Address
PO BOX 411 14802 SHAMROCK WAY STE, SMITHVILLE, MO 64089-0411
Preparer
Todd M Pitman
Phone
8165320685
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses travel 7,109 charter meetings and tech 40,288 conferences and conventio 6,660 research & endowment 12,409 website services 1,404 misc. Expense 312 yea committee expense 1,456 total 69,638

Form 990-ez, Part III

Provide services and benefits to the members and to promote the members' industry.

Raw XML Appendix187 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.

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IRS990EZ/BooksInCareOfDetail/PersonNm0JERRY CASEY
IRS990EZ/BooksInCareOfDetail/PhoneNum08168223537
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 414137
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KANSAS CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064141
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037563
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt023800
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM ROOT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JARROD FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JERRY CASEY II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt069638
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SERVICES AND BENEFITS TO THE MEMBERS AND TO PROMOTE THE MEMBERS' INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt09000
IRS990EZ/ProgramServiceRevenueAmt052790
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS TO UPDATE AND EDUCATE MEMBERS OF NEW DEVELOPMENTS IN THE PROFESSION INCLUDING TECHNICAL SPEAKERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PUBLICATION OF ANNUAL DIRECTORY OF INDUSTRY MEMBERS; INTENDED TO SERVE AS AN INSTRUMENT TO ENHANCE COMMUNICATION IN THE INDUSTRY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT CHAPTER PROGRAM TO ENCOURAGE PURSUIT OF ENGINEERING CAREERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055513
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110716
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt218909
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022979
IRS990EZ/SpecialEventsNetIncomeLossAmt0-15107
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088521
IRS990EZ/TotalProgramServiceExpensesAmt085138
IRS990EZ/TotalRevenueAmt086932
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt038,975
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037159
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt042473
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt037416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0209683
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039492
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt043142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt051037
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt053535
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0239996
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt031
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt07372
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07223
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt08636
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt07832
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt07912
IRS990ScheduleA/OtherIncome509Grp/TotalAmt038975
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92020
IRS990ScheduleA/PublicSupportPY509Pct00.91570
IRS990ScheduleA/PublicSupportTotal509Amt0449679
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102038
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076651
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt086529
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090951
IRS990ScheduleA/Total509Grp/TotalAmt0449679
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0109411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0101348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt098877
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0488685
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt03050
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt03050
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt025448
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt025448
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022979
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06397
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06397
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07872
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07872
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-15107
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03603
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03603
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02057
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02057
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07872
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL 7,109 CHARTER MEETINGS AND TECH 40,288 CONFERENCES AND CONVENTIO 6,660 RESEARCH & ENDOWMENT 12,409 WEBSITE SERVICES 1,404 MISC. EXPENSE 312 YEA COMMITTEE EXPENSE 1,456 TOTAL 69,638
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE SERVICES AND BENEFITS TO THE MEMBERS AND TO PROMOTE THE MEMBERS' INDUSTRY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY CASEY II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08169415300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN SOC OF HEATING REFRIDG &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AIR COND ENGINEERS INC KC CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0237357773
ReturnHeader/Filer/PhoneNum08169415300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 414137
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064141
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481234366
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMPITMAN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 411 14802 SHAMROCK WAY STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SMITHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0640890411
ReturnHeader/PreparerPersonGrp/PhoneNum08165320685
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD M PITMAN
ReturnHeader/ReturnTs02017-01-09T12:29:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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