Civic Intelligence

Refrigerating Engineers & Technicians Association Monterey Bay Chapter

990EZ • Fiscal year 2018 • EIN 77-0080716

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 15, 2019

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

71st percentile

0.07x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.27x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

57%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

82nd percentile

26%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

170%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$35,732

Up $7,322 (+26%) from 2017

Net Assets

Up

$33,305

Up $5,006 (+18%) from 2017

Liabilities

Up

$2,427

Up $2,316 (+2086%) from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin98th percentile

Revenue

Up

$8,839

Up $5,566 (+170%) from 2017

Expenses

Down

$3,833

Down $5,870 (-60%) from 2017

Net Income

Up

$5,006

Up $11,436 (+178%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2018

Assets$35,732
Liabilities$2,427
Net Assets$33,305
Open 2018 Filing

Operations Trend

Revenue Growth98th 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

2018

Revenue$8,839
Expenses$3,833
Net Income$5,006
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 15, 2019
Return Version
2018v3.1
Gross Receipts
$20,332
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
2019-08-15
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

Description of other revenue Part I line 8

“Description AmountMisc 334”

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 AmountEducation & Meeting - Program 1,840Meetings - Program 1,267”

Description of other assets Part II line 24

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

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccounts Receivable 111 2,427”

Raw XML Appendix133 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/BOYAmt028410
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032108
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02170
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05006
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028410
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035732
IRS990EZ/GamingGrossIncomeAmt07140
IRS990EZ/GrossReceiptsAmt020332
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04150
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028299
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033305
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028299
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033305
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/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03624
IRS990EZ/OtherExpensesTotalAmt03107
IRS990EZ/OtherRevenueTotalAmt0334
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Member Association for ammonia refrigera
IRS990EZ/PrintingPublicationsPostageAmt0276
IRS990EZ/ProgramServiceRevenueAmt06538
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held eleven monthly meetings with educational topics and speakers
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011493
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4353
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0111
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02427
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03833
IRS990EZ/TotalRevenueAmt08839
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.reta.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMisc 334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grantee RETA National Street 1035 2nd Ave SE City, State, Zip Albany, OR 97321Relationship National Organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountEducation & Meeting - Program 1,840Meetings - Program 1,267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAccounts Receivable 0 3,624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearAccounts Receivable 111 2,427
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Don Tragethon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum08312972554
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-15
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/AtSubmissionCreationDeviceId0877372B16CC38DF2C3CF0425632C0C2BCBBEC5C4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0877372B16CC38DF2C3CF0425632C0C2BCBBEC5C4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07752472019258auysevg
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-09-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.0.85.98
ReturnHeader/FilingSecurityInformation/IPDt02019-09-15
ReturnHeader/FilingSecurityInformation/IPTm015:51:23
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/PreparationDt02019-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Zamora
ReturnHeader/ReturnTs02019-09-15T15:50:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,732
Liabilities
$2,427
Net assets
$33,305
Revenue
$8,839
Expenses
$3,833
Net income
$5,006
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