San Joaquin Chapter of ASHRAE Inc

Nonprofit profile at a glance

EIN
237103714
IRS 990-EZ coverage
2022–2024
Forms available
Form 990-EZ 2024, Form 990-N 2020
Location
Fresno, CA, USA
Phone
5595776131
Rating
81
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$58,198
Expenses
$44,946
Assets
$41,209

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Logan Costa-Smith (Vice President)
  • Andrew Arballo (President)

People named in this filing

  • Logan Costa-Smith (Vice President)
  • Salomon Lopez (Treasurer)
  • Ezequiel Fregoso (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The objective of the Chapter is exclusively scientific and educational and include, but are not limited to: a the advancement of the sciences of heating, refrigerating and air- conditioning engineering and related sciences b the continuing education of the members and other interested persons in said sciences, through lectures, demonstrations, and publications c the rendering of career guidance and financial assistance to students of the sciences and d the encouragement of scientific research.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 82
  • Sustainability: 55
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.5%; rating input score 73
  • Program expense ratio: 93.9%; rating input score 94

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 22.8%; rating input score 76; 76th percentile among comparable filings
  • Total-asset coverage ratio: 0.92; rating input score 44; 44th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 48.8% per year; rating input score 100; 93rd percentile among comparable filings
  • Revenue growth: 50.1% per year; rating input score 100; 97th percentile among comparable filings
  • Asset growth: 22.2% per year; rating input score 100; 87th percentile among comparable filings

Details

  • Where the money goes: 72.5% of revenue deployed · 93.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $42K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.