Civic Intelligence

Airconditioning and Refrigeration Industry Health and Welfare Trust Fund

990 • Fiscal year 2021 • EIN 95-6041105

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization Profilewww.acrtrust.org

View Organization Page

3500 W Orangewood AveOrange, CA 92868

(714) 917-6100

Siviq Scores

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

Liabilities / Assets

77th percentile

0.23x

Higher debt load relative to assets than 77% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

0.39x

Higher debt load relative to revenue than 85% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$244,412

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

0.5%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$67,504,830

Up $6,790,781 (+11%) from 2020

Net Assets

Up

$52,006,150

Up $6,787,827 (+15%) from 2020

Liabilities

Up

$15,498,680

Up $2,954 (+0.0%) from 2020

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin62nd percentile

Revenue

Up

$39,290,458

Up $213,056 (+0.5%) from 2020

Expenses

Down

$34,792,957

Down $4,351,502 (-11%) from 2020

Net Income

Up

$4,497,501

Up $4,564,558 (+6807%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$80M$60M$40M$20M$0Assets 2010: $27,268,083Liabilities 2010: $11,065,002Net Assets 2010: $16,203,0812010Assets 2011: $25,610,810Liabilities 2011: $10,765,521Net Assets 2011: $14,845,2892011Assets 2012: $22,868,657Liabilities 2012: $11,552,213Net Assets 2012: $11,316,4442012Assets 2013: $19,692,171Liabilities 2013: $8,294,044Net Assets 2013: $11,398,1272013Assets 2014: $20,162,410Liabilities 2014: $7,771,827Net Assets 2014: $12,390,5832014Assets 2015: $23,882,172Liabilities 2015: $7,784,303Net Assets 2015: $16,097,8692015Assets 2016: $30,208,594Liabilities 2016: $8,137,931Net Assets 2016: $22,070,6632016Assets 2017: $37,948,281Liabilities 2017: $9,830,680Net Assets 2017: $28,117,6012017Assets 2018: $42,669,269Liabilities 2018: $9,764,086Net Assets 2018: $32,905,1832018Assets 2019: $52,946,714Liabilities 2019: $10,147,365Net Assets 2019: $42,799,3492019Assets 2020: $60,714,049Liabilities 2020: $15,495,726Net Assets 2020: $45,218,3232020Assets 2021: $67,504,830Liabilities 2021: $15,498,680Net Assets 2021: $52,006,1502021Assets 2022: $63,980,116Liabilities 2022: $17,979,976Net Assets 2022: $46,000,1402022Assets 2023: $72,549,563Liabilities 2023: $20,279,331Net Assets 2023: $52,270,2322023Assets 2024: $79,511,254Liabilities 2024: $20,167,069Net Assets 2024: $59,344,1852024

Highlighted filing

2021

Assets$67,504,830
Liabilities$15,498,680
Net Assets$52,006,150
Open 2021 Filing

Operations Trend

Revenue Growth38th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $23,924,8152010Revenue 2011: $21,873,389Expenses 2011: $23,334,756Net Income 2011: -$1,461,3672011Revenue 2012: $21,703,845Expenses 2012: $25,769,322Net Income 2012: -$4,065,4772012Revenue 2013: $24,193,501Expenses 2013: $23,160,921Net Income 2013: $1,032,5802013Revenue 2014: $26,575,164Expenses 2014: $25,993,235Net Income 2014: $581,9292014Revenue 2015: $30,711,183Expenses 2015: $26,813,737Net Income 2015: $3,897,4462015Revenue 2016: $34,231,933Expenses 2016: $29,058,019Net Income 2016: $5,173,9142016Revenue 2017: $37,610,534Expenses 2017: $31,943,707Net Income 2017: $5,666,8272017Revenue 2018: $38,918,287Expenses 2018: $31,703,891Net Income 2018: $7,214,3962018Revenue 2019: $39,335,281Expenses 2019: $33,070,435Net Income 2019: $6,264,8462019Revenue 2020: $39,077,402Expenses 2020: $39,144,459Net Income 2020: -$67,0572020Revenue 2021: $39,290,458Expenses 2021: $34,792,957Net Income 2021: $4,497,5012021Revenue 2022: $42,852,184Expenses 2022: $40,373,367Net Income 2022: $2,478,8172022Revenue 2023: $45,745,733Expenses 2023: $43,305,429Net Income 2023: $2,440,3042023Revenue 2024: $48,596,299Expenses 2024: $43,791,903Net Income 2024: $4,804,3962024

Highlighted filing

2021

Revenue$39,290,458
Expenses$34,792,957
Net Income$4,497,501
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$39,295,149
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$54,759,953$60,843,581▲ $6,083,628
Rtn Earn Endowment Incm Other Fnds$45,218,323$52,006,150▲ $6,787,827
Accounts Receivable$3,357,593$4,033,613▲ $676,020
Savings and Temporary Cash Investments$1,914,146$2,051,701▲ $137,555
Cash and Non-Interest-Bearing Accounts$403,302$320,877▼ $82,425
Prepaid Expenses and Deferred Charges$62,086$46,776▼ $15,310
Land, Buildings, and Equipment, Net$10,969$2,282▼ $8,687
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$60,714,049$67,504,830▲ $6,790,781
Other Assets Total$206,000$206,000→ $0
Liabilities
Other Liabilities$15,366,924$15,340,337▼ $26,587
Accounts Payable and Accrued Expenses$128,802$158,343▲ $29,541
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$15,495,726$15,498,680▲ $2,954
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,218,323$52,006,150▲ $6,787,827
Total Liabilities and Net Assets / Fund Balance$60,714,049$67,504,830▲ $6,790,781

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,282$380,446$382,728
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristi WagnerAdministratorPT$82,907$18,089$100,996

Board Members and Trustees

NameTitle
Brandon MortorffTrustee
Cheryl Jamestrustee
Glenn Santa CruzTrustee
James ReynoldsTrustee
Jerry TrevinoTrustee
John BakerTrustee
Lonnie WrightTrustee
Oscar DelcidsegunaTrustee
Robert CarderTrustee
Robert a LakeTrustee
Todd Buchanantrustee
Tom MortonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
california physicians' servicecontract admin.50 beale ST, San Francisco, CA 94105$297,598
horizon actuarial services llcactuary5200 LANKERSHIM BLVD STE 740, North Hollywood, CA 91601$156,968
Miller Kaplan Arase LLPAuditor4123 LANKERSHIM BLVD, North Hollywood, CA 91602$150,893
Delta Dental Of CaliforniaContract Admin.560 MISSION ST STE 1300, San Francisco, CA 94105$118,383
Seyfarth Shaw LPLegal2029 Century PARK E Ste 3500, Los Angeles, CA 90067$118,013
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$38,592,957
Investment Income
$559,067
Other Revenue
$138,434
Change in Net Assets
$4,497,501

Audited Revenue Reconciliation

Revenue per Audited Statements
$39,290,458
Revenue Not Reported on Form 990
$2,290,326
Total Revenue per Audited Statements
$41,580,784
Total Revenue per Form 990
$39,290,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,469,250
Salaries, Compensation, and Employee Benefits$515,857
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$32,807,850
Fees for Services Management---$517,615
Other Salaries and Wages---$264,009
Fees for Services Other---$216,116
Fees for Services Legal---$162,129
Fees for Services Accounting---$150,893
Other Employee Benefits---$128,143
Occupancy---$110,782
Information Technology---$101,329
Office Expenses---$98,590
Current Officers, Directors, Trustees, and Key Employees---$82,908
Payroll Taxes---$40,797
Insurance---$30,772
Fees for Service Investment Mgmnt Fees---$29,312
Conferences and Meetings---$12,871
Depreciation Depletion---$8,686
Other Expenses---$4,753
Total Functional Expenses$0$0$0$34,792,957

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$34,792,957
Total Expenses per Audited Statements$34,792,957
Total Expenses per Form 990$34,792,957
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PARTICIPANTS' ACCUM. ELIGIBILITY$9,671,899
Premiums Payable$2,556,994
Not Reported$1,515,000
Vacation Funds Payable$1,422,439
Claims Payable$174,005
Est. for Claims Incurred But$0
Est. Future Benefits Based on$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 11B:

“The form 990 is reviewed by the board of trustees and administrator of the trust fund prior to being filed.”

PART VI, LINE 12C:

“The policy is provided to each trustee after a new trustee is appointed and is requested that he or she report any real or potential conflicts of interest to the trust fund's legal counsel. The policy is reviewed annually by the board of trustees.”

PART VI, LINE 15A:

“Compensation is reviewed and approved by the board of directors.”

PART VI, LINE 19:

“All governing documents, the trust fund's conflict of interest policy, and financial statements are available to the public upon request at the trust fund's place of business.”

PART VII, SECTION A:

“Any trustees' compensation and/or benefits from related tax-exempt organizations is available on those organizations' form 990.”

Filing and Contact Details

Filer

Filer Name
Airconditioning and Refrigeration
EIN
95-6041105
In Care Of
% KRISTI WAGNER
Phone
7149176100
Address
3500 W Orangewood Ave, ORANGE, CA 92868

Signing Officer

Name
Kristi Wagner
Title
Trustee
Phone
7149176100
Signed
2022-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristi Wagner
Formed
1959
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
85
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Kelly W Fox
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 AND 4A:

“The trust fund is a multi-employer health plan providing medical, dental, supplemental disability, vision, vacation and prescription drug benefits to active employees, retirees and their dependents. A death benefit and accidental death and dismemberment benefit is also offered to active employees and retirees.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,504,830
Liabilities
$15,498,680
Net assets
$52,006,150
Revenue
$39,290,458
Expenses
$34,792,957
Net income
$4,497,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.5$20.2$59.3$48.6$43.8$4.80
2023Detailed filing. Detailed filing data is available for this year.$72.5$20.3$52.3$45.7$43.3$2.44
2022Detailed filing. Detailed filing data is available for this year.$64.0$18.0$46.0$42.9$40.4$2.48
2021Detailed filing. Detailed filing data is available for this year.$67.5$15.5$52.0$39.3$34.8$4.50
2020Detailed filing. Detailed filing data is available for this year.$60.7$15.5$45.2$39.1$39.1$0.07
2019Detailed filing. Detailed filing data is available for this year.$52.9$10.1$42.8$39.3$33.1$6.26
2018Detailed filing. Detailed filing data is available for this year.$42.7$9.76$32.9$38.9$31.7$7.21
2017Detailed filing. Detailed filing data is available for this year.$37.9$9.83$28.1$37.6$31.9$5.67
2016Detailed filing. Detailed filing data is available for this year.$30.2$8.14$22.1$34.2$29.1$5.17
2015Detailed filing. Detailed filing data is available for this year.$23.9$7.78$16.1$30.7$26.8$3.90
2014Detailed filing. Detailed filing data is available for this year.$20.2$7.77$12.4$26.6$26.0$0.58
2013Summary only. Only limited summary data is available for this year.$19.7$8.29$11.4$24.2$23.2$1.03
2012Summary only. Only limited summary data is available for this year.$22.9$11.6$11.3$21.7$25.8$4.07
2011Summary only. Only limited summary data is available for this year.$25.6$10.8$14.8$21.9$23.3$1.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$11.1$16.2$23.9