Civic Intelligence

Refrigerating Engineers & Technicians Association Monterey Bay Chapter

990EZ • Fiscal year 2017 • EIN 77-0080716

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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

51st percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-196%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

17th percentile

-19%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$28,410

Down $6,819 (-19%) from 2016

Net Assets

Down

$28,299

Down $6,930 (-20%) from 2016

Liabilities

Up

$111

Up $111 from 2016

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin2nd percentile

Revenue

Down

$3,273

Down $9,758 (-75%) from 2016

Expenses

Down

$9,703

Down $7,261 (-43%) from 2016

Net Income

Down

-$6,430

Down $2,497 (-63%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2017

Assets$28,410
Liabilities$111
Net Assets$28,299
Open 2017 Filing

Operations Trend

Revenue Growth2nd 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

2017

Revenue$3,273
Expenses$9,703
Net Income-$6,430
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$14,615
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 Pay70th 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
2018-05-15
Discuss with paid preparer
No

Preparer

Firm
Santa Cruz Bookkeeping and Tax
Address
740 Front St 335, Santa Cruz, CA 95060
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 AmountBank Fees 274Education & Meeting - Program 268Meetings - Program 1,386Office Expenses 309Adjustment 6,616”

Description of other assets Part II line 24

“Category Beginning of Year End of YearOther Current 5,265 0”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccounts Receivable 0 111”

Raw XML Appendix129 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/BOYAmt029464
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028410
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01800
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6430
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0850
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034729
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028410
IRS990EZ/FundraisingGrossIncomeAmt08655
IRS990EZ/GrossReceiptsAmt014615
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03975
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034729
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028299
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034729
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028299
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/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/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/BOYAmt05265
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt08853
IRS990EZ/PrimaryExemptPurposeTxt0Member Association for ammonia refrigera
IRS990EZ/ProgramServiceRevenueAmt0185
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held eleven monthly meetings with educational topics and speakers
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011342
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2687
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0111
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09703
IRS990EZ/TotalRevenueAmt03273
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 AmountBank Fees 274Education & Meeting - Program 268Meetings - Program 1,386Office Expenses 309Adjustment 6,616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearOther Current 5,265 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAccounts Receivable 0 111
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Don Tragethon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum08312972554
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A6C32CA1A9F230C39C8F834C27A9676137D74395
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07752472018215pvaxar2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-03
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.0.85.98
ReturnHeader/FilingSecurityInformation/IPDt02018-08-03
ReturnHeader/FilingSecurityInformation/IPTm013:57:10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Santa Cruz Bookkeeping and Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0740 Front St 335
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Cruz
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095060
ReturnHeader/PreparerPersonGrp/PhoneNum08314296799
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Zamora
ReturnHeader/ReturnTs02018-07-19T06:48:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,410
Liabilities
$111
Net assets
$28,299
Revenue
$3,273
Expenses
$9,703
Net income
-$6,430
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