Civic Intelligence

Refrigerating Engineers & Technicians Association Monterey Bay Chapter

990EZ • Fiscal year 2015 • EIN 77-0080716

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 06, 2016

Organization Profilewww.reta.com
PO Box 4549Salinas, CA 93912

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

86th percentile

22%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

79th percentile

23%

Faster asset growth than 79% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

39th percentile

-3.7%

Faster revenue growth than 39% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$39,162

Up $7,401 (+23%) from 2014

Net Assets

Up

$39,162

Up $7,401 (+23%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Down

$33,251

Down $1,277 (-3.7%) from 2014

Expenses

Up

$25,850

Up $4,093 (+19%) from 2014

Net Income

Down

$7,401

Down $5,370 (-42%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2015

Assets$39,162
Liabilities-
Net Assets$39,162
Open 2015 Filing

Operations Trend

Revenue Growth39th 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

2015

Revenue$33,251
Expenses$25,850
Net Income$7,401
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 6, 2016
Return Version
2015v2.0
Gross Receipts
$33,251
Mission and Program Overview

Mission

Member Association for ammonia refrigera

Member Association for ammonia refrigeration facilities.

Program Services

DescriptionGrantsExpenses
Held eleven monthly meetings with educational topics and speakers. Held two weekly refrigeration course book studies (Industrial Refrigeration Course 2 and Basic Electricity Book 2 - Wiring Diagrams, and two Saturday educational workshops.--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darwin SimmonsTreasurer-$0--
Debra MontanezPresident-$0--
Michael BasalduaVice President-$0--
Scott GoadVice President-$0--
Don TragethonSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Refrigerating Engineers & Technicians
EIN
77-0080716
Phone
8312972554
Address
PO Box 4549, Salinas, CA 93912

Signing Officer

Name
Don Tragethon
Title
Secretary
Signed
2016-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Bookkeeping & Tax Anywhere Inc
Address
740 FRONT ST STE 125 PO Box 8524, SANTA CRUZ, CA 95061
Preparer
Robert Zamora
Phone
8314296799
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $253”

Other Expenses.1

“Xmas Expense $8756”

Other Expenses.2

“Education & Meeting - Program $6988”

Other Expenses.3

“Golf Tourney $6490”

Other Expenses.4

“Meetings - Program $1503”

Other Expenses.6

“License & Fees $20”

Other Assets.1

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $5224”

Other Assets.2

“Other Current - Beginning $0 Other Current - Ending $7086”

Raw XML Appendix121 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/PersonNm0Don Tragethon
IRS990EZ/BooksInCareOfDetail/PhoneNum08319019091
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018308 Meadow Song Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Salinas
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093908
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018890
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026852
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07401
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01727
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031761
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039162
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt033251
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031761
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039162
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031761
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039162
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Darwin Simmons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Debra Montanez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Basaldua
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Scott Goad
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Don Tragethon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012871
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012310
IRS990EZ/OtherExpensesTotalAmt024010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Member Association for ammonia refrigeration facilities.
IRS990EZ/PrintingPublicationsPostageAmt0113
IRS990EZ/ProgramServiceRevenueAmt033251
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held eleven monthly meetings with educational topics and speakers. Held two weekly refrigeration course book studies (Industrial Refrigeration Course 2 and Basic Electricity Book 2 - Wiring Diagrams, and two Saturday educational workshops.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025850
IRS990EZ/TotalRevenueAmt033251
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.reta.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Xmas Expense $8756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Education & Meeting - Program $6988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Golf Tourney $6490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meetings - Program $1503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5License & Fees $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $0 Accounts Receivable - Ending $5224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other Current - Beginning $0 Other Current - Ending $7086
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.2
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Don Tragethon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Refrigerating Engineers & Technicians
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Association Monterey Bay Chapter
ReturnHeader/Filer/BusinessNameControlTxt0REFR
ReturnHeader/Filer/EIN0770080716
ReturnHeader/Filer/PhoneNum08312972554
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 4549
ReturnHeader/Filer/USAddress/CityNm0Salinas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093912
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOOKKEEPING & TAX ANYWHERE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0740 FRONT ST STE 125 PO Box 8524
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA CRUZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095061
ReturnHeader/PreparerPersonGrp/PhoneNum08314296799
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Zamora
ReturnHeader/ReturnTs02016-08-06T15:03:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,162
Liabilities
-
Net assets
$39,162
Revenue
$33,251
Expenses
$25,850
Net income
$7,401
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