Civic Intelligence

Refrigerating Engineers and Technicians Association

990 • Fiscal year 2023 • EIN 95-2247299

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 20, 2024

Organization ProfileWWW.RETA.COM
1725 Ferry St SWAlbany, OR 97322

(541) 497-2955

Siviq Scores

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

Liabilities / Assets

41st percentile

0.16x

Higher debt load relative to assets than 41% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

39th percentile

0.22x

Higher debt load relative to revenue than 39% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2023

Net Margin

71st percentile

11%

Higher net margin than 71% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$202,843

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2023

Asset Growth

39th percentile

3.6%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

1.3%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$5,249,894

Up $184,563 (+3.6%) from 2022

Net Assets

Up

$4,398,901

Up $430,545 (+11%) from 2022

Liabilities

Down

$850,993

Down $245,982 (-22%) from 2022

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin71st percentile

Revenue

Up

$3,798,324

Up $49,542 (+1.3%) from 2022

Expenses

Up

$3,367,779

Up $766,795 (+29%) from 2022

Net Income

Down

$430,545

Down $717,253 (-62%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $958,327Liabilities 2010: $252,863Net Assets 2010: $705,4642010Assets 2011: $1,163,455Liabilities 2011: $258,203Net Assets 2011: $905,2522011Assets 2012: $1,231,679Liabilities 2012: $327,076Net Assets 2012: $904,6032012Assets 2013: $1,454,259Liabilities 2013: $322,253Net Assets 2013: $1,132,0062013Assets 2014: $1,411,224Liabilities 2014: $372,329Net Assets 2014: $1,038,8952014Assets 2015: $1,360,270Liabilities 2015: $200,060Net Assets 2015: $1,160,2102015Assets 2016: $1,378,541Liabilities 2016: $209,367Net Assets 2016: $1,169,1742016Assets 2017: $1,961,552Liabilities 2017: $207,147Net Assets 2017: $1,754,4052017Assets 2018: $2,783,768Liabilities 2018: $1,126,872Net Assets 2018: $1,656,8962018Assets 2019: $3,191,824Liabilities 2019: $1,263,000Net Assets 2019: $1,928,8242019Assets 2020: $3,409,099Liabilities 2020: $1,147,606Net Assets 2020: $2,261,4932020Assets 2021: $4,151,388Liabilities 2021: $1,330,830Net Assets 2021: $2,820,5582021Assets 2022: $5,065,331Liabilities 2022: $1,096,975Net Assets 2022: $3,968,3562022Assets 2023: $5,249,894Liabilities 2023: $850,993Net Assets 2023: $4,398,9012023Assets 2024: $6,038,067Liabilities 2024: $801,867Net Assets 2024: $5,236,2002024

Highlighted filing

2023

Assets$5,249,894
Liabilities$850,993
Net Assets$4,398,901
Open 2023 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $1,698,097Expenses 2010: $1,465,672Net Income 2010: $232,4252010Expenses 2011: $1,528,5082011Expenses 2012: $2,105,8822012Revenue 2013: $2,331,749Expenses 2013: $2,104,346Net Income 2013: $227,4032013Revenue 2014: $2,313,416Expenses 2014: $2,406,527Net Income 2014: -$93,1112014Revenue 2015: $2,519,825Expenses 2015: $2,398,510Net Income 2015: $121,3152015Revenue 2016: $2,992,741Expenses 2016: $2,983,777Net Income 2016: $8,9642016Revenue 2017: $2,926,453Expenses 2017: $2,341,222Net Income 2017: $585,2312017Revenue 2018: $2,875,781Expenses 2018: $2,778,628Net Income 2018: $97,1532018Revenue 2019: $3,071,073Expenses 2019: $2,799,145Net Income 2019: $271,9282019Revenue 2020: $1,984,697Expenses 2020: $1,652,028Net Income 2020: $332,6692020Revenue 2021: $2,984,276Expenses 2021: $2,425,211Net Income 2021: $559,0652021Revenue 2022: $3,748,782Expenses 2022: $2,600,984Net Income 2022: $1,147,7982022Revenue 2023: $3,798,324Expenses 2023: $3,367,779Net Income 2023: $430,5452023Revenue 2024: $4,320,332Expenses 2024: $3,483,033Net Income 2024: $837,2992024

Highlighted filing

2023

Revenue$3,798,324
Expenses$3,367,779
Net Income$430,545
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 20, 2024
Return Version
2023v5.0
Gross Receipts
$3,924,470
Mission and Program Overview

Mission

To enhance the professional development of industrial refrigeration operating and technical engineers. This is accomplished through education, certification, regional seminars, and national conferences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,566,263$3,829,748▲ $263,485
Land, Buildings, and Equipment, Net$1,225,134$1,229,495▲ $4,361
Other Notes and Loans Receivable, Net$100,000$150,000▲ $50,000
Prepaid Expenses and Deferred Charges$26,974$30,460▲ $3,486
Accounts Receivable$136,333$9,162▼ $127,171
Intangible Assets$4,668--
Inventories for Sale or Use$526$526→ $0
Cash and Non-Interest-Bearing Accounts$5,433$503▼ $4,930
Total Assets$5,065,331$5,249,894▲ $184,563
Liabilities
Deferred Revenue$526,527$565,984▲ $39,457
Mortgage Notes Payable Secured by Investment Property$475,703--
Accounts Payable and Accrued Expenses$94,745$285,009▲ $190,264
Total Liabilities$1,096,975$850,993▼ $245,982
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,926,805$4,355,650▲ $428,845
Net Assets With Donor Restrictions$41,551$43,251▲ $1,700
Total Net Assets Fund Balance$3,968,356$4,398,901▲ $430,545
Total Liabilities and Net Assets / Fund Balance$5,065,331$5,249,894▲ $184,563

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$919,590$205,127$1,124,717
Land$228,578-$228,578
Equipment$81,327$32,466$113,793
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James BarronExecutive DiFT$173,978$28,865$202,843
James BarronExecutive Director-$173,978$28,865$202,843

Board Members and Trustees

NameTitle
Bengie BranhamChairman
Keith HarperPast Chairma
Michael HawkinsPresident
Andrew PalomarDirector
Arlie FarleyDirector
Barbara KirkpatrickDirector
Brandon JonesDirector
Dale ClintonDirector
Gordon RascoeDirector
Jeremy MurfinDirector
Jim KorvarikDirector
Melissa CassellDirector
Mike MissallDirector
Ron FetterleyDirector
Victor DearmanDirector
Dave GulcynskiExecutive V.
Ray Urban JrSecond V.p.
Bill LapeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,700
Program Service Revenue
$3,313,918
Investment Income
$38,414
Other Revenue
$444,292
All Other Contributions
$1,700
Change in Net Assets
$430,545

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,809,596
Revenue Not Reported on Financial Statements
$-11,272
Other Revenue Adjustments
$-11,272
Total Revenue per Audited Statements
$3,809,596
Total Revenue per Form 990
$3,798,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,242,740
Salaries, Compensation, and Employee Benefits$1,125,039
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$685,803
Current Officers, Directors, Trustees, and Key Employees---$202,843
All Other Expenses---$173,860
Conferences and Meetings---$159,741
Other Employee Benefits---$140,237
Fees for Services Other---$139,527
Office Expenses---$128,689
Travel---$114,296
Other Expenses---$98,700
Payroll Taxes---$79,302
Payment Travel Entrtnmnt Publicly Ofcl---$78,806
Information Technology---$64,333
Advertising---$60,449
Occupancy---$53,183
Depreciation Depletion---$29,651
Fees for Services Accounting---$28,850
Insurance---$18,091
Pension Plan Contributions---$16,854
Fees for Services Legal---$7,722
Interest---$6,374
Total Functional Expenses$0$0$0$3,367,779

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,379,051
Expenses per Audited Statements$3,367,779
Total Expenses per Form 990$3,367,779
Expenses Not Reported on Form 990$11,272
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Members consist of 51 chapters in various states. All members are the owners of the association.”

Form 990, Page 6, Part VI, Line 7A

“Election of officers and board members takes place at the annual business meeting.”

Form 990, Page 6, Part VI, Line 7B

“Executive committee and board approve budget for executive director's salary.”

Form 990, Page 6, Part VI, Line 11B

“The review of the form 990 is an agenda item on the board's meeting agenda. Per board policy, the 990 must be reviewed and approved by the board before it is signed or filed.”

Form 990, Page 6, Part VI, Line 12C

“The board looks at anything that might be a conflict of interest as needed at the board meetings. The board meets annually to update their conflict of interest statements. When a conflict of interest is identified, the executive director advises members when business decisions are pending that they should formally abstain from the decision making.”

Form 990, Page 6, Part VI, Line 15A

“Board members approve budget for executive director's compensation. A survey is sent to all employees regarding the executive director's performance. Once all results are in, the executive committee of the board of directors meets to discuss any pay increase.”

Form 990, Page 6, Part VI, Line 15B

“The executive director makes the decision on any pay increases after the reviews.”

Form 990, Page 6, Part VI, Line 19

“Constitution, bylaws, policies, and procedures are available on the website. The 990 is available at the office for review.”

Filing and Contact Details

Filer

Filer Name
Refrigerating Engineers &
EIN
95-2247299
Phone
5414972955
Address
1725 FERRY ST SW, ALBANY, OR 97322

Signing Officer

Name
James Barron
Title
Executive Director
Phone
5414972955
Signed
2024-08-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Barron
Formed
1910
Legal Domicile
Or
Voting Board Members
17
Independent Board Members
17
Employees
13
Volunteers
17

Preparer

Firm
Jones & Roth Pc
Address
PO BOX 10086, EUGENE, OR 97440
Preparer
Kari Young
Phone
5416872320
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“17 board members who steer the association towards a sustainable future by adopting sound, ethical, and legal governance and financial management policies, as well as by making sure the association has adequate resources to advance its mission. National conference volunteers organize containers, assemble the welcome bags which are given to the attendees, place signage, assist with onsite registration, organize and run the guest program activities, decorate for awards banquet, assist with teardown and packing at the end of the conference.”

Form 990, Page 2, Part III, Line 4D

“Breeze newsletter, technical report, and pipeline.”

Form 990, Part XI, Line 9

“Rental expenses 11,272 rental expenses -11,272”

Financial Statement Notes

Schedule D, Page 3, Part X

“The association has adopted the provisions of fasb accounting standards codification (asc) 740-10, income taxes, relating to accounting for uncertain tax positions. The association's management has determined the association does not have any uncertain tax positions in connection with these financial statements.”

Schedule D, Page 4, Part XI, Line 4B

“RENTAL EXPENSES -11,272”

Schedule D, Page 4, Part XII, Line 2D

“RENTAL EXPENSES 11,272”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE V.
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECOND V.P.
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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IRS990/OperateHospitalInd0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0140237
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1CREDIT CARD/BANK CHARGES
IRS990/OtherExpensesGrp/Desc2WEB FEES & TEST SCORING
IRS990/OtherExpensesGrp/Desc3CHAPTER REBATES
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IRS990/OtherExpensesGrp/TotalAmt1125621
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IRS990/PensionPlanContributionsGrp/TotalAmt016854
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030460
IRS990/PrincipalOfficerNm0JAMES BARRON
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IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE & SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/Desc1DUES & MEMBERSHIPS
IRS990/ProgramServiceRevenueGrp/Desc2CERTIFICATION & TRAINING
IRS990/ProgramServiceRevenueGrp/Desc3BREEZE NEWSLETTER
IRS990/ProgramServiceRevenueGrp/Desc4CLASSIFIED JOB ADVERTISING
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0BREEZE NEWSLETTER, TECHNICAL REPORT, AND PIPELINE.
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IRS990/PYInvestmentIncomeAmt08257
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IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0205127
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01124717
IRS990ScheduleD/EquipmentGrp/BookValueAmt081327
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032466
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS ADOPTED THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION'S MANAGEMENT HAS DETERMINED THE ASSOCIATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS IN CONNECTION WITH THESE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES -11,272
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES 11,272
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES BARRON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt017 BOARD MEMBERS WHO STEER THE ASSOCIATION TOWARDS A SUSTAINABLE FUTURE BY ADOPTING SOUND, ETHICAL, AND LEGAL GOVERNANCE AND FINANCIAL MANAGEMENT POLICIES, AS WELL AS BY MAKING SURE THE ASSOCIATION HAS ADEQUATE RESOURCES TO ADVANCE ITS MISSION. NATIONAL CONFERENCE VOLUNTEERS ORGANIZE CONTAINERS, ASSEMBLE THE WELCOME BAGS WHICH ARE GIVEN TO THE ATTENDEES, PLACE SIGNAGE, ASSIST WITH ONSITE REGISTRATION, ORGANIZE AND RUN THE GUEST PROGRAM ACTIVITIES, DECORATE FOR AWARDS BANQUET, ASSIST WITH TEARDOWN AND PACKING AT THE END OF THE CONFERENCE.

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,249,894
Liabilities
$850,993
Net assets
$4,398,901
Revenue
$3,798,324
Expenses
$3,367,779
Net income
$430,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.04$0.80$5.24$4.32$3.48$0.84
2023Detailed filing. Detailed filing data is available for this year.$5.25$0.85$4.40$3.80$3.37$0.43
2022Detailed filing. Detailed filing data is available for this year.$5.07$1.10$3.97$3.75$2.60$1.15
2021Detailed filing. Detailed filing data is available for this year.$4.15$1.33$2.82$2.98$2.43$0.56
2020Detailed filing. Detailed filing data is available for this year.$3.41$1.15$2.26$1.98$1.65$0.33
2019Detailed filing. Detailed filing data is available for this year.$3.19$1.26$1.93$3.07$2.80$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.78$1.13$1.66$2.88$2.78$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.96$0.21$1.75$2.93$2.34$0.59
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.21$1.17$2.99$2.98$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.20$1.16$2.52$2.40$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.37$1.04$2.31$2.41$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.32$1.13$2.33$2.10$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.33$0.90$2.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.26$0.91$1.53
2010Summary only. Only limited summary data is available for this year.$0.96$0.25$0.71$1.70$1.47$0.23