Civic Intelligence

Refrigerating Engineers And

990 • Fiscal year 2021 • EIN 45-3090804

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileWWW.RETA.COM
1725 Ferry St SWAlbany, OR 97322-3912

(541) 497-2955

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

95th percentile

61%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

52nd percentile

8.2%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

20th percentile

-29%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$379,253

Up $55,587 (+17%) from 2019

Net Assets

Up

$379,253

Up $55,587 (+17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin95th percentile

Revenue

Down

$46,571

Down $45,827 (-50%) from 2019

Expenses

Down

$18,046

Down $44,387 (-71%) from 2019

Net Income

Down

$28,525

Down $1,440 (-4.8%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$600K$400K$200K$0Assets 2010: $121,106Liabilities 2010: $0Net Assets 2010: $121,1062010Assets 2011: $137,182Liabilities 2011: $0Net Assets 2011: $137,1822011Assets 2012: $188,151Liabilities 2012: $0Net Assets 2012: $188,1512012Assets 2013: $182,338Liabilities 2013: $0Net Assets 2013: $182,3382013Assets 2014: $194,942Liabilities 2014: $0Net Assets 2014: $194,9422014Assets 2015: $214,052Liabilities 2015: $0Net Assets 2015: $214,0522015Assets 2016: $240,944Liabilities 2016: $0Net Assets 2016: $240,9442016Assets 2017: $262,211Liabilities 2017: $0Net Assets 2017: $262,2112017Assets 2018: $294,367Liabilities 2018: $0Net Assets 2018: $294,3672018Assets 2019: $323,666Liabilities 2019: $0Net Assets 2019: $323,6662019Assets 2021: $379,253Liabilities 2021: $0Net Assets 2021: $379,2532021Assets 2022: $362,288Liabilities 2022: $0Net Assets 2022: $362,2882022Assets 2023: $348,795Liabilities 2023: $0Net Assets 2023: $348,7952023Assets 2024: $400,278Liabilities 2024: $0Net Assets 2024: $400,2782024

Highlighted filing

2021

Assets$379,253
Liabilities$0
Net Assets$379,253
Open 2021 Filing

Operations Trend

Revenue Growth20th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $68,638Expenses 2010: $56,607Net Income 2010: $12,0312010Revenue 2011: $65,664Expenses 2011: $50,133Net Income 2011: $15,5312011Expenses 2012: $63,6212012Revenue 2013: $82,797Expenses 2013: $88,610Net Income 2013: -$5,8132013Revenue 2014: $55,322Expenses 2014: $42,718Net Income 2014: $12,6042014Revenue 2015: $84,749Expenses 2015: $66,701Net Income 2015: $18,0482015Revenue 2016: $75,247Expenses 2016: $48,355Net Income 2016: $26,8922016Revenue 2017: $72,334Expenses 2017: $51,067Net Income 2017: $21,2672017Revenue 2018: $78,008Expenses 2018: $40,738Net Income 2018: $37,2702018Revenue 2019: $92,398Expenses 2019: $62,433Net Income 2019: $29,9652019Revenue 2021: $46,571Expenses 2021: $18,046Net Income 2021: $28,5252021Revenue 2022: $75,155Expenses 2022: $73,862Net Income 2022: $1,2932022Revenue 2023: $62,062Expenses 2023: $60,923Net Income 2023: $1,1392023Revenue 2024: $132,896Expenses 2024: $80,954Net Income 2024: $51,9422024

Highlighted filing

2021

Revenue$46,571
Expenses$18,046
Net Income$28,525
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$46,571
Mission and Program Overview

Mission

To enhance the professional development of industrial refrigeration operating and technical engineers. This is accomplished through education, regional seminars and national conferences.

To enhance the professional development of industrial refrigeration operating and technical engineers. This is accomplished through education, regional seminars, and national conferences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$358,246$379,253▲ $21,007
Total Assets$358,246$379,253▲ $21,007
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$358,246$379,253▲ $21,007
Total Net Assets Fund Balance$358,246$379,253▲ $21,007
Total Liabilities and Net Assets / Fund Balance$358,246$379,253▲ $21,007
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Gene Dumas Carolines NcChairman of
Andy Eversole Salt Lake City UtPresident
Andy Nowak DelmarvaPresident
Chad Roehl Western WiPresident
Clifford Chapman Bay Area CAPresident
Eric Chavez Northwest ArPresident
Eric Girven Northeastern PaPresident
Gary Elk Southwest AzPresident
Gary Falb Northeastt OhPresident
Gordon Rascoe Ft Wayne inPresident
James E Lowery Central AlPresident
Jason Waack Madison WiPresident
Jeff Gober St Joseph inPresident
Jeremy Sciascia AzPresident
Jodie Rukamp Milwaukee WiPresident
John Berzanskis Chicago IlPresident
Keith Ellis Carolinas NcPresident
Marcus D Harrison High Plains TXPresident
Michael Page Nashville TnPresident
Ray Urban Blue Ridge VaPresident
Rob Ellison Greater Raleigh NcPresident
Russell Hillman Old Dominion VaPresident
Shawn Crowe South CarolinaPresident
Tim Gominiak Western NyPresident
Wilfred Thielemann Tri-cities WaPresident
George Fonder South FlPresident/tr
Bil Sauer Northeastern PaExecutive VP
Brad Berry Western NyExecutive VP
Duke Phillips DelmarvaExecutive VP
Greg Trail Nashville TnExecutive VP
Jason Maters North FlExecutive VP
Joe Bins Milwaukee WiExecutive VP
Mike Thraen AzExecutive VP
Mitch Ayers South CarolinaExecutive VP
Nick Green Treasure Valley IdExecutive VP
Robb Davis Salt Lake CityExecutive VP
Tyson Freiburger Ft Wayne inExecutvie VP
Bengie Branham Carolinas NcFirst VP
Bob Grice DelmarvaFirst VP
David Jurczyk Madison WiFirst VP
Jason Coleman South FlFirst VP
Jeff Ellis Western NyFirst VP
Joe Robinson Northeast OhFirst VP
John Murdaugh AzFirst VP
Kevin Dove Greater Raleigh NcFirst VP
Mark Malagon Old Dominion VaFirst VP
Mike Davis Central AlFirst VP
Richard Barahona Southern NvFirst VP
Tom Lemar Chicago IlFirst VP
Andrew Palomar Treasure Valley IdPres/VP/sec/
Neil Boucher Chicago IlSargeant at
Chris Clark Northeast OhSargeant-at-
Jeremy Sherman Northwest ArSargeant-at-
Jim Wierzbicki Milwaukee WiSargeant-at-
Pat Grimes DelmarvaSargeant-at-
Ryan Snyder Western NySargeant-at-
Tony Ortiz Sr Southwest AzSargeant-at-
Ted Pratchios North FlSec/treas
Jolene K Wille Madison WiSecond VP
Josh Lee Northwest ArSecond VP
Andrew Lehman Ft Wayne inSecretary
Barbara Kirkpatrick Southwest AzSecretary
Brandon Jones Northwest ArSecretary
Brent Kelly DelmarvaSecretary
Christopher Wilt Blue Ridge VaSecretary
Chuck Sabel Milwaukee WiSecretary
Ed Johnson Salt Lake City UtSecretary
Jason Krantz AzSecretary
Jim Walker Northeastern PaSecretary
John Mitchell Old Dominion VaSecretary
Jon Gillie Nashville TnSecretary
Kenneth Williams Bay Area CASecretary
Matt Stachura Western NySecretary
Nick Ziganto Chicago IlSecretary
Raul Garcia Greater Raleigh NcSecretary
Rick Shefelton Northeast OhSecretary
Donna Dumas Carolinas NcSecretary/tr
Lewis Mcclellan High Plains TXSecretary/tr
Steve Kern Madison WiSecretary/tr
Bernie Vitallo Northeast OhTreasurer
Bob Kilijanski Western NyTreasurer
Gary Gilley South CarolinaTreasurer
Jacob Pepper Southwest AzTreasurer
James Banta Tri-cities WaTreasurer
James Carver Old Dominion VaTreasurer
James Duffy Chicago IlTreasurer
Jason Hahn Greater Raleigh NcTreasurer
Jim Payne Northwest ArTreasurer
Jim Smith Salt Lake City UtTreasurer
Julie Aldrich St Joseph inTreasurer
Ken Fennema AzTreasurer
Matthew Targgart Ft Wayne inTreasurer
Paige Holder Blue Ridge VaTreasurer
Phillip Beste Milwaukee WiTreasurer
Ron Erickson Northeastern PaTreasurer
Scott Meinert Nashville TnTreasurer
Steve Denny DelmarvaTreasurer
Steve Myers Bay Area CATreasurer
Werner Paulus Philadelphia PaTreasurer
Dascha Whitmore Blue Ridge VaVP
Jim Walker Philadelphia PaVP
Matt Janssen Southwest AzVP
Steven Mesner Western WiVP/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$46,558
Program Service Revenue
$0
Investment Income
$13
Other Revenue
$0
Change in Net Assets
$28,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,378
Grants and Similar Amounts Paid$2,668
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$8,205
Grants to Domestic Individuals---$2,668
Occupancy---$2,188
Information Technology---$1,262
Office Expenses---$771
Other Expenses---$184
Total Functional Expenses$0$0$0$18,046
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Organization has 49 chapters, 29 are included in this group return, the other 20 file independently.”

Form 990, Page 6, Part VI, Line 7A

“Election of officers and board members takes place at the annual meeting.”

Form 990, Page 6, Part VI, Line 7B

“The board meetings are public meetings advertised and open to the members. The minutes are taken during the meeting by the exective director while being displayed for all to see via projection equipment. The draft of the minutes are distributed to the board generally within two weeks of the meeting. The minutes are reviewed and approved as agenda items at the next board meeting.”

Form 990, Page 6, Part VI, Line 11B

“The review of the form 990 is an agenda item on the board's meeting agenda. Per board policy, the 990 must be reviewed by the board before it is signed or filed.”

Form 990, Page 6, Part VI, Line 12C

“The board members annually update their conflict of interest statements. The executive director advises members when business decisions are pending that they should formally abstain from decision making.”

Form 990, Page 6, Part VI, Line 19

“Constitution, bylaws, policies and procedures are available on the website. The 990 is available at the office for review.”

Filing and Contact Details

Filer

Filer Name
Refrigerating Engineers and
EIN
45-3090804
Phone
5414972955
Address
1725 FERRY ST SW, ALBANY, OR 97322-3912

Signing Officer

Name
Jim Barron
Title
Executive Director
Phone
5414972960
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Barron
Voting Board Members
103
Independent Board Members
103
Employees
0

Preparer

Firm
Jones & Roth Pc
Address
PO BOX 10086, EUGENE, OR 97440
Preparer
Kari Young
Phone
5416872320
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$379,253
Liabilities
$0
Net assets
$379,253
Revenue
$46,571
Expenses
$18,046
Net income
$28,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$0.00$4.00$1.33$0.81$0.52
2023Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.62$0.61$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.75$0.74$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.47$0.18$0.29
2019Summary only. Only limited summary data is available for this year.$3.24$0.00$3.24$0.92$0.62$0.30
2018Summary only. Only limited summary data is available for this year.$2.94$0.00$2.94$0.78$0.41$0.37
2017Summary only. Only limited summary data is available for this year.$2.62$0.00$2.62$0.72$0.51$0.21
2016Summary only. Only limited summary data is available for this year.$2.41$0.00$2.41$0.75$0.48$0.27
2015Summary only. Only limited summary data is available for this year.$2.14$0.00$2.14$0.85$0.67$0.18
2014Summary only. Only limited summary data is available for this year.$1.95$0.00$1.95$0.55$0.43$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.83$0.89$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.00$1.88$0.64
2011Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.66$0.50$0.16
2010Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.69$0.57$0.12