Civic Intelligence

Airconditioning and Refrigeration Industry Health and Welfare Trust Fund

990 • Fiscal year 2023 • EIN 95-6041105

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

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

84th percentile

0.28x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.44x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

52nd percentile

5.3%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

80th percentile

$254,973

Higher top officer pay than 80% of similar nonprofits.

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

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

6.8%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$72,549,563

Up $8,569,447 (+13%) from 2022

Net Assets

Up

$52,270,232

Up $6,270,092 (+14%) from 2022

Liabilities

Up

$20,279,331

Up $2,299,355 (+13%) from 2022

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin52nd percentile

Revenue

Up

$45,745,733

Up $2,893,549 (+6.8%) from 2022

Expenses

Up

$43,305,429

Up $2,932,062 (+7.3%) from 2022

Net Income

Down

$2,440,304

Down $38,513 (-1.6%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2023

Assets$72,549,563
Liabilities$20,279,331
Net Assets$52,270,232
Open 2023 Filing

Operations Trend

Revenue Growth59th 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

2023

Revenue$45,745,733
Expenses$43,305,429
Net Income$2,440,304
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$75,410,633
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$55,072,183$62,008,222▲ $6,936,039
Rtn Earn Endowment Incm Other Fnds$46,000,140$52,270,232▲ $6,270,092
Savings and Temporary Cash Investments$3,597,164$4,531,859▲ $934,695
Accounts Receivable$4,648,452$4,480,642▼ $167,810
Cash and Non-Interest-Bearing Accounts$309,348$513,077▲ $203,729
Prepaid Expenses and Deferred Charges$51,716$50,581▼ $1,135
Land, Buildings, and Equipment, Net$5,075$4,756▼ $319
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$63,980,116$72,549,563▲ $8,569,447
Other Assets Total$296,178$960,426▲ $664,248
Liabilities
Other Liabilities$17,658,206$19,251,690▲ $1,593,484
Accounts Payable and Accrued Expenses$321,770$1,027,641▲ $705,871
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$17,979,976$20,279,331▲ $2,299,355
Net Assets / Fund Balance
Total Net Assets Fund Balance$46,000,140$52,270,232▲ $6,270,092
Total Liabilities and Net Assets / Fund Balance$63,980,116$72,549,563▲ $8,569,447

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,756$386,914$391,670
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristi WagnerAdministratorPT$86,778$18,512$105,290

Board Members and Trustees

NameTitle
Ben ClaytonTrustee
Brandon MortorffTrustee
Cheryl Jamestrustee
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$317,860
horizon actuarial services llcactuary5200 LANKERSHIM BLVD STE 740, North Hollywood, CA 91601$166,357
Miller Kaplan Arase LLPAuditor4123 LANKERSHIM BLVD, North Hollywood, CA 91602$147,606
Delta Dental Of CaliforniaContract Admin.560 MISSION ST STE 1300, San Francisco, CA 94105$137,760
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$44,257,911
Investment Income
$1,328,128
Other Revenue
$159,694
Change in Net Assets
$2,440,304

Audited Revenue Reconciliation

Revenue per Audited Statements
$45,745,733
Revenue Not Reported on Form 990
$3,829,788
Total Revenue per Audited Statements
$49,575,521
Total Revenue per Form 990
$45,745,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,620,587
Salaries, Compensation, and Employee Benefits$515,112
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$41,169,730
Fees for Services Management---$630,848
Other Salaries and Wages---$253,670
Fees for Services Other---$226,054
Information Technology---$155,646
Fees for Services Accounting---$147,606
Other Employee Benefits---$139,598
Fees for Services Legal---$120,782
Occupancy---$113,259
Office Expenses---$106,331
Current Officers, Directors, Trustees, and Key Employees---$84,862
Payroll Taxes---$36,982
Insurance---$36,493
Fees for Service Investment Mgmnt Fees---$32,724
Conferences and Meetings---$17,118
Other Expenses---$5,535
All Other Expenses---$3,031
Total Functional Expenses$0$0$0$43,305,429

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$43,305,429
Total Expenses per Audited Statements$43,305,429
Total Expenses per Form 990$43,305,429
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$11,900,000
Premiums Payable$3,063,126
Not Reported$2,366,000
Vacation Funds Payable$1,718,969
Claims Payable$203,595
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
Brandon Mortorff
Title
Trustee
Phone
7149176100
Signed
2024-10-30
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
71
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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Filings

Displayed year

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

Open filing
Assets
$72,549,563
Liabilities
$20,279,331
Net assets
$52,270,232
Revenue
$45,745,733
Expenses
$43,305,429
Net income
$2,440,304
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