Civic Intelligence

Heating Air Conditioning and Sheet Metal Industry Fund

EIN 95-3167752 • 501(c)6 • Toluca Lake, CA

Profile

Provides educational and instructional meetings for members and maintains library.

10061 Riverside DriveToluca Lake, CA 91602

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$0

Down $616,944 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$0

Down $616,944 (-100%) from 2017

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $259,700 (-100%) from 2017

Expenses

Down

$0

Down $96,173 (-100%) from 2017

Net Income

Down

$0

Down $163,527 (-100%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $149,069Liabilities 2011: $02011Assets 2012: $176,418Liabilities 2012: $02012Assets 2013: $131,651Liabilities 2013: $02013Assets 2014: $207,333Liabilities 2014: $0Net Assets 2014: $207,3332014Assets 2015: $285,597Liabilities 2015: $0Net Assets 2015: $285,5972015Assets 2016: $453,417Liabilities 2016: $0Net Assets 2016: $453,4172016Assets 2017: $616,944Liabilities 2017: $0Net Assets 2017: $616,9442017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2011: $120,902Expenses 2011: $40,885Net Income 2011: $80,0172011Revenue 2012: $72,254Expenses 2012: $44,905Net Income 2012: $27,3492012Revenue 2013: $63,781Expenses 2013: $40,454Net Income 2013: $23,3272013Revenue 2014: $118,322Expenses 2014: $42,640Net Income 2014: $75,6822014Revenue 2015: $223,693Expenses 2015: $145,429Net Income 2015: $78,2642015Revenue 2016: $259,752Expenses 2016: $96,168Net Income 2016: $163,5842016Revenue 2017: $259,700Expenses 2017: $96,173Net Income 2017: $163,5272017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018

Highlighted filing

2018

Revenue$0
Expenses$0
Net Income$0
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$2.60$0.96$1.64
2016Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$2.60$0.96$1.64
2015Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$2.24$1.45$0.78
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.18$0.43$0.76
2013Summary only. Only limited summary data is available for this year.$1.32$0.00$0.64$0.40$0.23
2012Summary only. Only limited summary data is available for this year.$1.76$0.00$0.72$0.45$0.27
2011Summary only. Only limited summary data is available for this year.$1.49$0.00$1.21$0.41$0.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Mission and Program Overview

Mission

Provides educational and instructional meetings for members and maintains library.

Program Services

DescriptionGrantsExpenses
Provides educational and instructional meetings for members and maintains library.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chip MarttinDirector-$0--
Joe AisensonVice Chairman-$0--
Tom BrownSecretary-$0--
Jack LynchTreasurer-$0--
Joe GallagherChairman-$0--
Filing and Contact Details

Filer

Filer Name
Heating Air Condtioning Sheet Metal
EIN
95-3167752
Phone
8182752890
Address
10061 Riverside Drive, Toluca Lake, CA 91602

Signing Officer

Name
Chip Marttin
Title
Director
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Allan Rosenthal & Assoc AC
Address
4766 Park Granada Suite 101, Calabasas, CA 91302-3341
Preparer
Allan Rosenthal
Phone
8185911550
Raw XML Appendix95 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Chip Martin
IRS990EZ/BooksInCareOfDetail/PhoneNum08182752890
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010061 Riverside Drive Suite 1028
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Toluca Lake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0616944
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0616944
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0616944
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0616944
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chip Marttin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joe Aisenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jack Lynch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Joe Gallagher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-616944
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provides educational and instructional meetings for members and maintains library.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provides educational and instructional meetings for members and maintains library.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chip Marttin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heating Air Condtioning Sheet Metal
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Industry Fund
ReturnHeader/Filer/BusinessNameControlTxt0HEAT
ReturnHeader/Filer/EIN0953167752
ReturnHeader/Filer/PhoneNum08182752890
ReturnHeader/Filer/USAddress/AddressLine1Txt010061 Riverside Drive
ReturnHeader/Filer/USAddress/CityNm0Toluca Lake
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953985478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allan Rosenthal & Assoc AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04766 Park Granada Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Calabasas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913023341
ReturnHeader/PreparerPersonGrp/PhoneNum08185911550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Allan Rosenthal
ReturnHeader/ReturnTs02019-11-14T17:20:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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