Civic Intelligence

Refrigerating Engineers & Technicians Association Ca Chapter No 2

990EZ • Fiscal year 2018 • EIN 95-3887227

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 24, 2019

PO Box 59480Norwalk, CA 90652

(760) 744-9611

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

85th percentile

22%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

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

Assets

Up

$83,321

Up $10,508 (+14%) from 2017

Net Assets

Up

$83,321

Up $10,508 (+14%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$48,811

Down $6,193 (-11%) from 2017

Expenses

Down

$38,303

Down $8,892 (-19%) from 2017

Net Income

Up

$10,508

Up $2,699 (+35%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $24,355Liabilities 2012: $02012Assets 2013: $21,925Net Assets 2013: $21,9252013Assets 2014: $51,400Net Assets 2014: $51,4002014Assets 2015: $52,928Net Assets 2015: $52,9282015Assets 2016: $65,004Net Assets 2016: $65,0042016Assets 2017: $72,813Net Assets 2017: $72,8132017Assets 2018: $83,321Net Assets 2018: $83,3212018Assets 2019: $81,991Net Assets 2019: $81,9912019Assets 2020: $85,330Net Assets 2020: $85,3302020Assets 2021: $83,483Net Assets 2021: $83,4832021Assets 2022: $77,856Net Assets 2022: $77,8562022Assets 2024: $50,044Net Assets 2024: $50,0442024

Highlighted filing

2018

Assets$83,321
Liabilities-
Net Assets$83,321

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $42,452Expenses 2012: $31,905Net Income 2012: $10,5472012Revenue 2013: $29,302Expenses 2013: $31,732Net Income 2013: -$2,4302013Revenue 2014: $69,616Expenses 2014: $40,141Net Income 2014: $29,4752014Revenue 2015: $46,769Expenses 2015: $45,241Net Income 2015: $1,5282015Revenue 2016: $55,168Expenses 2016: $43,092Net Income 2016: $12,0762016Revenue 2017: $55,004Expenses 2017: $47,195Net Income 2017: $7,8092017Revenue 2018: $48,811Expenses 2018: $38,303Net Income 2018: $10,5082018Revenue 2019: $48,411Expenses 2019: $45,741Net Income 2019: $2,6702019Revenue 2020: $6,650Expenses 2020: $3,311Net Income 2020: $3,3392020Revenue 2021: $20,709Expenses 2021: $22,556Net Income 2021: -$1,8472021Revenue 2022: $33,911Expenses 2022: $39,538Net Income 2022: -$5,6272022Revenue 2024: $20,650Expenses 2024: $30,361Net Income 2024: -$9,7112024

Highlighted filing

2018

Revenue$48,811
Expenses$38,303
Net Income$10,508
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 24, 2019
Return Version
2018v3.1
Gross Receipts
$48,811
Mission and Program Overview

Mission

Education & Training of Ammonia Refrigeration Technicians

Program Services

DescriptionGrantsExpenses
Safe operation of ammonia refrigeration systems is critical. Working with a hazardous chemical requires all technicians to be fully trained. Participation in trade shows, providing a membership resource directory and networking opportunities for industry--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNA EMMONSPresident-$0--
CATHY DEHARTChairman-$0--
STEPHANIE SMITHSecond VP-$0--
BARBARA THOMPSONVice President-$0--
KRISTINA PALAZZOLOSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Refrigerating Engineers & Technicians
EIN
95-3887227
Phone
7607449611
Address
PO BOX 59480, NORWALK, CA 90652

Signing Officer

Name
Jeanna Emmons
Title
President
Signed
2019-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Elite Financial Solutions
Address
301 E FOOTHILL BLVD STE 201, ARCADIA, CA 91006
Preparer
William A Harris III
Phone
6262561400
Supplemental Narrative

Additional Explanations

Other Expenses.1

GOLF TOURNAMENT $20821

Other Expenses.2

Safety seminar expense $15541

Other Expenses.3

MEETING EXPENSE $457

Other Expenses.4

PO BOX $214

Other Expenses.5

WEBSITE $85

Other Expenses.6

TAX AND FILING FEES $10

Other Assets.1005

Accounts Receivable - Beginning $0 Accounts Receivable - Ending $393

Raw XML Appendix120 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/PersonNm0JEANNA EMMONS
IRS990EZ/BooksInCareOfDetail/PhoneNum07607449611
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 59480
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORWALK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0906520480
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072813
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082928
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010508
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01175
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072813
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083321
IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04183
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt083321
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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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/PersonNm0JEANNA EMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHY DEHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARBARA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTINA PALAZZOLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Second VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0393
IRS990EZ/OtherExpensesTotalAmt037128
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education & Training of Ammonia Refrigeration Technicians
IRS990EZ/ProgramServiceRevenueAmt044628
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Safe operation of ammonia refrigeration systems is critical. Working with a hazardous chemical requires all technicians to be fully trained. Participation in trade shows, providing a membership resource directory and networking opportunities for industry
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038303
IRS990EZ/TotalRevenueAmt048811
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0reta-socal.com/CA__2_LA_Chapter
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOLF TOURNAMENT $20821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SAFETY SEMINAR EXPENSE $15541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETING EXPENSE $457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PO BOX $214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEBSITE $85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAX AND FILING FEES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $0 Accounts Receivable - Ending $393
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1005
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNA EMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Refrigerating Engineers & Technicians
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Association 2 CA Chapter
ReturnHeader/Filer/BusinessNameControlTxt0REFR
ReturnHeader/Filer/EIN0953887227
ReturnHeader/Filer/PhoneNum07607449611
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 59480
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090652
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208044652
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 E FOOTHILL BLVD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARCADIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091006
ReturnHeader/PreparerPersonGrp/PhoneNum06262561400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William A Harris III
ReturnHeader/ReturnTs02019-06-24T14:39:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings