Civic Intelligence

Refrigerating Engineers & Technicians Association Monterey Bay Chapter

990EZ • Fiscal year 2013 • EIN 77-0080716

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization Profilewww.reta.com
9630 Bruceville Rd Ste 106 PMB95757

(831) 297-2554

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 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

2nd percentile

-125%

Higher net margin than 2% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

5th percentile

-51%

Faster asset growth than 5% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

3rd percentile

-58%

Faster revenue growth than 3% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$18,990

Down $19,888 (-51%) from 2012

Net Assets

Down

$18,990

Down $19,128 (-50%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

$15,100

No earlier filing loaded for comparison.

Expenses

Down

$33,968

Down $15,027 (-31%) from 2012

Net Income

-$18,868

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$80K$60K$40K$20K$0Assets 2011: $74,616Liabilities 2011: $730Net Assets 2011: $73,8862011Assets 2012: $38,878Liabilities 2012: $760Net Assets 2012: $38,1182012Assets 2013: $18,990Net Assets 2013: $18,9902013Assets 2014: $31,761Net Assets 2014: $31,7612014Assets 2015: $39,162Net Assets 2015: $39,1622015Assets 2016: $35,229Liabilities 2016: $0Net Assets 2016: $35,2292016Assets 2017: $28,410Liabilities 2017: $111Net Assets 2017: $28,2992017Assets 2018: $35,732Liabilities 2018: $2,427Net Assets 2018: $33,3052018Assets 2019: $33,025Liabilities 2019: $46Net Assets 2019: $32,9792019

Highlighted filing

2013

Assets$18,990
Liabilities-
Net Assets$18,990
Open 2013 Filing

Operations Trend

Revenue Growth3rd percentile

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

$100K$50K$0-$50KRevenue 2011: $84,045Expenses 2011: $67,148Net Income 2011: $16,8972011Expenses 2012: $48,9952012Revenue 2013: $15,100Expenses 2013: $33,968Net Income 2013: -$18,8682013Revenue 2014: $34,528Expenses 2014: $21,757Net Income 2014: $12,7712014Revenue 2015: $33,251Expenses 2015: $25,850Net Income 2015: $7,4012015Revenue 2016: $13,031Expenses 2016: $16,964Net Income 2016: -$3,9332016Revenue 2017: $3,273Expenses 2017: $9,703Net Income 2017: -$6,4302017Revenue 2018: $8,839Expenses 2018: $3,833Net Income 2018: $5,0062018Revenue 2019: $15,114Expenses 2019: $15,440Net Income 2019: -$3262019

Highlighted filing

2013

Revenue$15,100
Expenses$33,968
Net Income-$18,868
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Gross Receipts
$15,100
Mission and Program Overview

Mission

Member Association for ammonia refrigera

Member Association for ammonia refrigeration facilities.

Program Services

DescriptionGrantsExpenses
Manage funding mechanism to provide training funds from the State of CA Employment Training Panel to employers who enroll in Industrial Refrigeration Training for 70 attendees. Held 10 monthly meetings with educational topics and speakers.--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darwin SimmonsChairman-$0--
Tom WallsPresident-$0--
Cori SchreckTreasurer-$0--
Yvonne GarciaDirector-$0--
Filing and Contact Details

Filer

EIN
77-0080716
Phone
8312972554

Signing Officer

Name
Cori Schreck
Title
Treasurer
Signed
2014-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
Francine Tyler
Phone
8314296799
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Prgrm-Trailer $9796”

Other Expenses.2

“Prgrm-Education & Meeting $7591”

Other Expenses.3

“Prgrm-X'mas Exp $6482”

Other Expenses.4

“Prgrm-Marketing $4416”

Other Expenses.5

“Prgrm-Golf Tourney $4317”

Other Expenses.7

“Adm-Tax Exp $53”

Other Expenses.8

“Adm-State Tax $10”

Total Liabilities.1

“Customer Deposits - Beginning $760 Customer Deposits - Ending $0”

Raw XML Appendix117 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Cori Schreck
IRS990EZ/BooksInCareOfDetail/PhoneNum08312972554
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine109630 Bruceville Rd Ste106 PMB345
IRS990EZ/BooksInCareOfDetail/USAddress/City0Elk Grove
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095757
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038878
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018990
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18868
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0725
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038878
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018990
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt015100
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038118
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018990
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038118
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018990
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Darwin Simmons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tom Walls
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cori Schreck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Yvonne Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-260
IRS990EZ/OtherExpensesTotalAmt032665
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Member Association for ammonia refrigeration facilities.
IRS990EZ/PrintingPublicationsPostageAmt0578
IRS990EZ/ProgramServiceRevenueAmt015100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Manage funding mechanism to provide training funds from the State of CA Employment Training Panel to employers who enroll in Industrial Refrigeration Training for 70 attendees. Held 10 monthly meetings with educational topics and speakers.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0760
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033968
IRS990EZ/TotalRevenueAmt015100
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.reta.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Prgrm-Trailer $9796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prgrm-Education & Meeting $7591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prgrm-X'mas Exp $6482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prgrm-Marketing $4416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Prgrm-Golf Tourney $4317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Adm-Tax Exp $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Adm-State Tax $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Customer Deposits - Beginning $760 Customer Deposits - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cori Schreck
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10Refrigerating Engineers & Technicians
ReturnHeader/Filer/BusinessName/BusinessNameLine20Association Monterey Bay Chapter
ReturnHeader/Filer/BusinessNameControlTxt0REFR
ReturnHeader/Filer/EIN0770080716
ReturnHeader/Filer/PhoneNum08312972554
ReturnHeader/Filer/USAddress/AddressLine109630 Bruceville Rd Ste 106 PMB
ReturnHeader/Filer/USAddress/City0Elk Grove
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BOOKKEEPING & TAX ANYWHERE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 8524
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SANTA CRUZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095061
ReturnHeader/PreparerPersonGrp/PhoneNum08314296799
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Francine Tyler
ReturnHeader/ReturnTs02014-05-13T14:59:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,990
Liabilities
-
Net assets
$18,990
Revenue
$15,100
Expenses
$33,968
Net income
-$18,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$33.0$0.05$33.0$15.1$15.4$0.33
2018Detailed filing. Detailed filing data is available for this year.$35.7$2.43$33.3$8.84$3.83$5.01
2017Detailed filing. Detailed filing data is available for this year.$28.4$0.11$28.3$3.27$9.70$6.43
2016Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$13.0$17.0$3.93
2015Detailed filing. Detailed filing data is available for this year.$39.2$39.2$33.3$25.9$7.40
2014Detailed filing. Detailed filing data is available for this year.$31.8$31.8$34.5$21.8$12.8
2013Detailed filing. Detailed filing data is available for this year.$19.0$19.0$15.1$34.0$18.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$0.76$38.1$49.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.6$0.73$73.9$84.0$67.1$16.9