Civic Intelligence

Refrigerating Engineers And

990 • Fiscal year 2022 • EIN 45-3090804

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 31, 2023

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.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

44th percentile

0.00x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

48th percentile

1.7%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

39th percentile

-4.5%

Faster asset growth than 39% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

61%

Faster revenue growth than 81% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$362,288

Down $16,965 (-4.5%) from 2021

Net Assets

Down

$362,288

Down $16,965 (-4.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin48th percentile

Revenue

Up

$75,155

Up $28,584 (+61%) from 2021

Expenses

Up

$73,862

Up $55,816 (+309%) from 2021

Net Income

Down

$1,293

Down $27,232 (-95%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2022

Assets$362,288
Liabilities$0
Net Assets$362,288
Open 2022 Filing

Operations Trend

Revenue Growth81st 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

2022

Revenue$75,155
Expenses$73,862
Net Income$1,293
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$85,062
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$379,253$362,288▼ $16,965
Total Assets$379,253$362,288▼ $16,965
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$379,253$362,288▼ $16,965
Total Net Assets Fund Balance$379,253$362,288▼ $16,965
Total Liabilities and Net Assets / Fund Balance$379,253$362,288▼ $16,965
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Gene Dumas Carolines NcChairman of
Andrew Palomar Treasure Valley IdPresident
Andy Eversole Salt Lake City UtPresident
Chad Roehl Western WiPresident
Clifford Chapman Bay Area CAPresident
Daryl Davis ColoradoPresident
Eric Chavez Northwest ArPresident
Eric Girven Northeastern PaPresident
Gary Elk Southwest AzPresident
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
Keith Ellis Carolinas NcPresident
Marcus D Harrison High Plains TXPresident
Matt Stachura Western NyPresident
Neil Boucher Chicago IlPresident
Pedro Castillo Southern NvPresident
Russell Hillman Old Dominion VaPresident
Stacy Coogan Blue Ridge VaPresident
Wilfred Thielemann Tri-cities WaPresident
Bengie Branham Carolinas NcExecutive VP
Bil Sauer Northeastern PaExecutive VP
Joe Bins Milwaukee WiExecutive VP
John Murdaugh AzExecutive VP
Jolene K Wille Madison WiExecutive VP
Josh Lee Northwest ArExecutive VP
Mathew Barnes Western WiExecutive VP
Nick Green Treasure Valley IdExecutive VP
Robb Davis Salt Lake CityExecutive VP
Tyson Freiburger Ft Wayne inExecutvie VP
Mark Malagon Old Dominion VaFirst VP
Mike Davis Central AlFirst VP
Mike Thraen AzFirst VP
Nick Ziganto Chicago IlFirst VP/sec
Chris Freis Chicago IlSargeant at
Jeremy Sherman Northwest ArSargeant-at-
Jim Wierzbicki Milwaukee WiSargeant-at-
Ryan Snyder Western NySargeant-at-
Tony Ortiz Sr Southwest AzSargeant-at-
Ted Pratchios North FlSec/treas
Jeff Ellis Western NySecond VP
Ricardo Rivera Southwest AzSecond VP
Aaron Zsembery Western NySecretary
Andrew Lehman Ft Wayne inSecretary
Brandon Jones Northwest ArSecretary
Chuck Sabel Milwaukee WiSecretary
Ed Johnson Salt Lake City UtSecretary
Jason Krantz AzSecretary
Jim Boyer Southern NvSecretary
Jim Walker Northeastern PaSecretary
John Mitchell Old Dominion VaSecretary
Kenneth Williams Bay Area CASecretary
Rick Shefelton Northeast OhSecretary
Shane Ditter ColoradoSecretary
Barbara Kirkpatrick Southwest AzSecretary/tr
Donna Dumas Carolinas NcSecretary/tr
Lewis Mcclellan High Plains TXSecretary/tr
Steve Kern Madison WiSecretary/tr
Bernie Vitallo Northeast OhTreasurer
Bob Kilijanski Western NyTreasurer
James Banta Tri-cities WaTreasurer
James Duffy Chicago IlTreasurer
James Payne Northwest ArTreasurer
Jeremy Sciascia AzTreasurer
Jim Smith Salt Lake City UtTreasurer
Ken Fennema AzTreasurer
Matthew Targgart Ft Wayne inTreasurer
Paige Holder Blue Ridge VaTreasurer
Phillip Beste Milwaukee WiTreasurer
Ron Erickson Northeastern PaTreasurer
Steve Myers Bay Area CATreasurer
Werner Paulus Philadelphia PaTreasurer
Brad Berry Western NyVP
Jim Walker Philadelphia PaVP
Matt Janssen Southwest AzVP
Revenue and Support

Revenue Composition

Contributions and Grants
$56,463
Program Service Revenue
$28,517
Investment Income
$82
Other Revenue
$-9,907
All Other Contributions
$700
Change in Net Assets
$1,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,862
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
Conferences and Meetings---$22,676
Occupancy---$13,948
Office Expenses---$6,048
Fees for Services Other---$4,056
Other Expenses---$1,636
Information Technology---$770
All Other Expenses---$64
Total Functional Expenses$0$0$0$73,862
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,907
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$19,838-$9,907-
Total Events$19,838-$9,907$-9,907
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
2023-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Barron
Voting Board Members
78
Independent Board Members
78
Employees
0

Preparer

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

Additional Explanations

Form 990, Part XI, Line 9

“Changes to due changes in subordinates included -18,258”

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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$362,288
Liabilities
$0
Net assets
$362,288
Revenue
$75,155
Expenses
$73,862
Net income
$1,293
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)6 • <$500k nonprofits