CENTRAL FLORIDA CHAPTER OF RETA CO… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

Ernest Leavell

Phone

8632414482

Tax Period

2020-01-01 to 2020-12-31

CENTRAL FLORIDA CHAPTER OF RETA CORP, founded in 2007, is a micro nonprofit that reported $3K in total revenue in fiscal year 2020. Expenses of $3K left a modest 4% surplus.

Mission

RETA (Refrigerating Engineer and Technicians Association) is a professional association that provides education, training, and Networking opportunities to individuals that operate large industrial ammonia refrigeration systems.

Program Service Accomplishments

Program 1

Expenses: $3,302 Revenue: $3,425

Provide technical presentations via Zoom to our membership so they can accumulate PDH (certification hours) for RETA certifications.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $3,425

TOTAL REVENUE $3,425

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,302

Other Expenses $3,302

TOTAL EXPENSES $3,302

Year-over-Year Comparison

	2020	2019	Change
Revenue	$3,425	N/A	N/A
Expenses	$3,302	$3,302	N/A
Net Income	$123	$-3,302	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Doug Barber	Chairman of the Board	0	Officer	$0	$0	$0
Jeff Cincotta	President	0	Officer	$0	$0	$0
Ernest Leavell	Sect/Treas	2	Officer	$0	$0	$0
Larry Haley	1st VP	0	Officer	$0	$0	$0
Mike Kelly	2nd VP	0	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2020	$3,425	$3,302	$5,734	$123

CENTRAL FLORIDA CHAPTER OF RETA CORP