Civic Intelligence

Refrigerating Engineers & Technicians Association Monterey Bay Chapter

990EZ • Fiscal year 2016 • EIN 77-0080716

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

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

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

9th percentile

-30%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

26th percentile

-10%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-61%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$35,229

Down $3,933 (-10%) from 2015

Net Assets

Down

$35,229

Down $3,933 (-10%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin9th percentile

Revenue

Down

$13,031

Down $20,220 (-61%) from 2015

Expenses

Down

$16,964

Down $8,886 (-34%) from 2015

Net Income

Down

-$3,933

Down $11,334 (-153%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2016

Assets$35,229
Liabilities$0
Net Assets$35,229
Open 2016 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

2016

Revenue$13,031
Expenses$16,964
Net Income-$3,933
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$26,950
Mission and Program Overview

Mission

Member Association for ammonia refrigera

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 Books--
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
Address
PO Box 4549, Salinas, CA 93912

Signing Officer

Name
Don Tragethon
Title
Secretary
Phone
8312972554
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Santa Cruz Bookkeeping and Tax
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 Amount 5,000”

Description of other expenses Part I line 16

“Description AmountBank Fees 63Education & Meeting - Program 8,552License & Fees 10Meetings - Program 2,036Office Expenses 228”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts Receivable 5,224 0Other Current 7,086 5,765”

Raw XML Appendix130 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/PhoneNum08319019091
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018308 Meadow Song Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Salinas
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093908
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026852
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029464
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01930
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IRS990EZ/ExcessOrDeficitForYearAmt0-3933
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01075
IRS990EZ/FiledScheduleAInd0false
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IRS990EZ/FundraisingGrossIncomeAmt010040
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03550
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012310
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05765
IRS990EZ/OtherExpensesTotalAmt010889
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Member Association for ammonia refrigera
IRS990EZ/ProgramServiceRevenueAmt011430
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 Books
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013919
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3879
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016964
IRS990EZ/TotalRevenueAmt013031
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 Amount 5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Fees 63Education & Meeting - Program 8,552License & Fees 10Meetings - Program 2,036Office Expenses 228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccounts Receivable 5,224 0Other Current 7,086 5,765
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
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ReturnHeader/BusinessOfficerGrp/PersonNm0Don Tragethon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum08312972554
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Refrigerating Engineers & Technicians
ReturnHeader/Filer/BusinessNameControlTxt0REFR
ReturnHeader/Filer/EIN0770080716
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 4549
ReturnHeader/Filer/USAddress/CityNm0Salinas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093912
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A6C32CA1A9F230C39C8F834C27A9676137D74395
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.0.85.98
ReturnHeader/FilingSecurityInformation/IPDt02018-02-07
ReturnHeader/FilingSecurityInformation/IPTm018:53:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811101602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Santa Cruz Bookkeeping and Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 8524
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Cruz
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095061
ReturnHeader/PreparerPersonGrp/PhoneNum08314296799
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Zamora
ReturnHeader/ReturnTs02018-01-31T17:01:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,229
Liabilities
$0
Net assets
$35,229
Revenue
$13,031
Expenses
$16,964
Net income
-$3,933
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