Civic Intelligence

Refrigerating Engineers & Technicians Association Monterey Bay Chapter

990EZ • Fiscal year 2019 • EIN 77-0080716

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

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

(831) 901-9091

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

51st percentile

0.00x

Higher debt load relative to revenue than 51% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

36th percentile

-2.2%

Higher net margin than 36% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

30th percentile

-7.6%

Faster asset growth than 30% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

71%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$33,025

Down $2,707 (-7.6%) from 2018

Net Assets

Down

$32,979

Down $326 (-1.0%) from 2018

Liabilities

Down

$46

Down $2,381 (-98%) from 2018

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin36th percentile

Revenue

Up

$15,114

Up $6,275 (+71%) from 2018

Expenses

Up

$15,440

Up $11,607 (+303%) from 2018

Net Income

Down

-$326

Down $5,332 (-107%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2019

Assets$33,025
Liabilities$46
Net Assets$32,979
Open 2019 Filing

Operations Trend

Revenue Growth95th 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

2019

Revenue$15,114
Expenses$15,440
Net Income-$326
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$15,114
Mission and Program Overview

Mission

Member Association for ammonia refrigera

Program Services

DescriptionGrantsExpenses
Held eleven monthly meetings with educational topics and speakers.--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Butch SimmonsTreasurer-$0--
Scott GoadPresident-$0--
Don TragethonSecretary-$0--
Alan GervaisFirst Vice President-$0--
Jesus SalazarSecond Vice President-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Don Tragethon
Title
Secretary
Phone
8312972554
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Bookkeeping & Tax Anywhere
Address
PO Box 8524, Santa Cruz, CA 95061
Preparer
Robert Zamora
Phone
8314296799
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Grantee RETA National Street 1035 2nd Ave SE City, State, Zip Albany, OR 97321Relationship National Organization”

Description of other expenses Part I line 16

“Description AmountFundraiser expenses 8,562Education Classes - Program 1,229Meetings - Program 1,151Office Expenses 3,166”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts Receivable 3,624 0”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccounts Receivable 2,427 46”

Raw XML Appendix131 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
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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/BOYAmt032108
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033025
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02624
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-326
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0false
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02880
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033305
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032979
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032979
IRS990EZ/OccupancyRentUtltsAndMaintAmt0614
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Butch Simmons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Scott Goad
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Don Tragethon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alan Gervais
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jesus Salazar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3First Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Second Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03624
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt014108
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Member Association for ammonia refrigera
IRS990EZ/PrintingPublicationsPostageAmt0268
IRS990EZ/ProgramServiceRevenueAmt03790
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held eleven monthly meetings with educational topics and speakers.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt05820
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02427
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt046
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015440
IRS990EZ/TotalRevenueAmt015114
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.reta.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee RETA National Street 1035 2nd Ave SE City, State, Zip Albany, OR 97321Relationship National Organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFundraiser expenses 8,562Education Classes - Program 1,229Meetings - Program 1,151Office Expenses 3,166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccounts Receivable 3,624 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAccounts Receivable 2,427 46
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Don Tragethon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum08312972554
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
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ReturnHeader/Filer/EIN0770080716
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 4549
ReturnHeader/Filer/USAddress/CityNm0Salinas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093912
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07752472020319q442qvd
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.0.85.98
ReturnHeader/FilingSecurityInformation/IPDt02020-11-14
ReturnHeader/FilingSecurityInformation/IPTm012:06:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274134991
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bookkeeping & Tax Anywhere
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 8524
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Cruz
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095061
ReturnHeader/PreparerPersonGrp/PhoneNum08314296799
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Zamora
ReturnHeader/ReturnTs02020-11-14T12:05:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,025
Liabilities
$46
Net assets
$32,979
Revenue
$15,114
Expenses
$15,440
Net income
-$326
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