Civic Intelligence

Pennsylvania Trauma Systems Foundation

990 • Fiscal year 2020 • EIN 23-2342061

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 21, 2021

275 Cumberland Parkway 234Mechanicsburg, PA 17055

(717) 697-5512

Siviq Scores

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

Liabilities / Assets

65th percentile

0.23x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.55x

Higher debt load relative to revenue than 78% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

55th percentile

7.6%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

89th percentile

$185,979

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

23rd percentile

-2.3%

Faster asset growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$4,696,411

Down $110,673 (-2.3%) from 2019

Net Assets

Up

$3,609,940

Up $462,003 (+15%) from 2019

Liabilities

Down

$1,086,471

Down $572,676 (-35%) from 2019

Revenue

Down

$1,967,844

Down $234,746 (-11%) from 2019

Expenses

Down

$1,818,187

Down $344,367 (-16%) from 2019

Net Income

Up

$149,657

Up $109,621 (+274%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,398,768Liabilities 2010: $354,846Net Assets 2010: $2,043,9222010Assets 2011: $2,721,151Liabilities 2011: $683,658Net Assets 2011: $2,037,4932011Assets 2012: $3,224,160Liabilities 2012: $964,249Net Assets 2012: $2,259,9112012Assets 2013: $3,446,159Liabilities 2013: $870,883Net Assets 2013: $2,575,2762013Assets 2014: $4,016,551Liabilities 2014: $1,330,806Net Assets 2014: $2,685,7452014Assets 2015: $3,893,893Liabilities 2015: $1,322,105Net Assets 2015: $2,571,7882015Assets 2016: $4,098,546Liabilities 2016: $1,452,914Net Assets 2016: $2,645,6322016Assets 2017: $3,954,649Liabilities 2017: $1,034,637Net Assets 2017: $2,920,0122017Assets 2018: $4,227,435Liabilities 2018: $1,437,985Net Assets 2018: $2,789,4502018Assets 2019: $4,807,084Liabilities 2019: $1,659,147Net Assets 2019: $3,147,9372019Assets 2020: $4,696,411Liabilities 2020: $1,086,471Net Assets 2020: $3,609,9402020Assets 2021: $5,623,660Liabilities 2021: $1,783,966Net Assets 2021: $3,839,6942021Assets 2022: $5,116,869Liabilities 2022: $2,073,071Net Assets 2022: $3,043,7982022Assets 2023: $5,109,545Liabilities 2023: $2,063,586Net Assets 2023: $3,045,9592023Assets 2024: $5,578,873Liabilities 2024: $2,130,077Net Assets 2024: $3,448,7962024

Highlighted filing

2020

Assets$4,696,411
Liabilities$1,086,471
Net Assets$3,609,940

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,371,7512010Expenses 2011: $1,479,6362011Revenue 2012: $1,617,885Expenses 2012: $1,515,346Net Income 2012: $102,5392012Revenue 2013: $1,605,286Expenses 2013: $1,413,120Net Income 2013: $192,1662013Revenue 2014: $1,656,209Expenses 2014: $1,549,239Net Income 2014: $106,9702014Revenue 2015: $1,843,627Expenses 2015: $1,810,767Net Income 2015: $32,8602015Revenue 2016: $1,936,982Expenses 2016: $1,956,192Net Income 2016: -$19,2102016Revenue 2017: $2,176,463Expenses 2017: $2,112,403Net Income 2017: $64,0602017Revenue 2018: $2,301,020Expenses 2018: $2,147,920Net Income 2018: $153,1002018Revenue 2019: $2,202,590Expenses 2019: $2,162,554Net Income 2019: $40,0362019Revenue 2020: $1,967,844Expenses 2020: $1,818,187Net Income 2020: $149,6572020Revenue 2021: $3,204,268Expenses 2021: $2,293,498Net Income 2021: $910,7702021Revenue 2022: $2,536,135Expenses 2022: $2,807,222Net Income 2022: -$271,0872022Revenue 2023: $2,885,678Expenses 2023: $3,158,741Net Income 2023: -$273,0632023Revenue 2024: $3,337,073Expenses 2024: $3,042,120Net Income 2024: $294,9532024

Highlighted filing

2020

Revenue$1,967,844
Expenses$1,818,187
Net Income$149,657
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 21, 2021
Return Version
2020v4.0
Gross Receipts
$2,116,735
Mission and Program Overview

Mission

In pursuit of optimal support for injured persons in pennsylvania, the pennsylvania trauma systems foundation exists to establish accreditation standards while promoting the advancement of trauma services. The pennsylvania trauma systems foundation is committed to the reduction of death and disability caused by trauma and the provision of expeditious, quality health care that is evidence based.

To develop a voluntary accreditation program for the trauma centers in the commonwealth of pennsylvania.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,690,677$3,286,313▲ $595,636
Cash and Non-Interest-Bearing Accounts$1,585,753$903,020▼ $682,733
Savings and Temporary Cash Investments$417,837$412,106▼ $5,731
Prepaid Expenses and Deferred Charges$59,593$64,432▲ $4,839
Land, Buildings, and Equipment, Net$45,739$24,920▼ $20,819
Accounts Receivable$7,485$5,620▼ $1,865
Total Assets$4,807,084$4,696,411▼ $110,673
Liabilities
Deferred Revenue$1,584,568$1,026,766▼ $557,802
Accounts Payable and Accrued Expenses$74,579$59,705▼ $14,874
Total Liabilities$1,659,147$1,086,471▼ $572,676
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,147,937$3,609,940▲ $462,003
Total Net Assets Fund Balance$3,147,937$3,609,940▲ $462,003
Total Liabilities and Net Assets / Fund Balance$4,807,084$4,696,411▼ $110,673

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$24,920$688,661$713,581
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Juliet AltenburgExecutive DiFT$155,759$30,220$185,979
Juliet AltenburgExecutive Director-$155,759$30,220$185,979
Amy KrichtenDirector ofFT$120,981$23,277$144,258
Revenue and Support

Revenue Composition

Contributions and Grants
$7,400
Program Service Revenue
$1,860,213
Investment Income
$100,231
Other Revenue
$0
All Other Contributions
$100
Change in Net Assets
$149,657

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,945,160
Revenue Not Reported on Financial Statements
$22,684
Revenue Not Reported on Form 990
$312,346
Total Revenue per Audited Statements
$2,257,506
Total Revenue per Form 990
$1,967,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$988,850
Other Expenses$829,337
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$422,921$156,422-$579,343
Information Technology$337,059$58,559-$395,618
Current Officers, Directors, Trustees, and Key Employees$140,600$45,379-$185,979
Other Employee Benefits$146,712$18,133-$164,845
Fees for Services Legal-$74,509-$74,509
Fees for Services Other$55,277$17,504-$72,781
Occupancy$5,298$53,767-$59,065
Payroll Taxes$42,839$15,844-$58,683
Conferences and Meetings$50,548--$50,548
Travel$33,151--$33,151
Insurance-$31,481-$31,481
Office Expenses-$23,505-$23,505
Fees for Service Investment Mgmnt Fees-$22,684-$22,684
Depreciation Depletion-$20,819-$20,819
Advertising-$20,341-$20,341
Fees for Services Accounting-$6,100-$6,100
Other Expenses$4,500$5,203-$4,500
Total Functional Expenses$1,247,937$570,250$0$1,818,187

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,818,187
Expenses per Audited Statements$1,795,503
Total Expenses per Audited Statements$1,795,503
Expenses Not Reported on Financial Statements$22,684
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
Other officer 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

Form 990, Page 6, Part VI, Line 11B

The executive committee will review and give approval.

Form 990, Page 6, Part VI, Line 12C

Compliance with the policy is regularly and consistently monitored and enforced by following the policy itself. This is also assured through an annual review of board member conflict of interest statements by the executive committee.

Form 990, Page 6, Part VI, Line 15A

Compensation is determined through hr consultant review, review with an independent consultant for salary range study, and executive committee review/approval.

Form 990, Page 6, Part VI, Line 15B

Compensation is determined through hr consultant review, review with an independent consultant for salary range study, and executive committee review/approval.

Form 990, Page 6, Part VI, Line 19

Copies of the organization's governing documents, conflict of interest policy and audited financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Pennsylvania Trauma
EIN
23-2342061
Phone
7176975512
Address
275 CUMBERLAND PARKWAY 234, MECHANICSBURG, PA 17055

Signing Officer

Name
Juliet Altenburg
Title
Executive Director
Phone
7176975512
Signed
2021-07-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juliet Altenburg
Formed
1985
Legal Domicile
Pa
Voting Board Members
20
Independent Board Members
20
Employees
10
Volunteers
20

Preparer

Firm
Hamilton & Musser Pc Cpas
Address
176 CUMBERLAND PARKWAY, MECHANICSBURG, PA 17055
Preparer
William P Ashman CPA
Phone
7176973888
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

In pursuit of optimal support for injured persons in pennsylvania, the pennsylvania trauma systems foundation exists to establish accreditation standards while promoting the advancement of trauma services. The pennsylvania trauma systems foundation is committed to the reduction of death and disability caused by trauma and the provision of expeditious, quality health care that is evidence based.

Form 990, Page 2, Part III, Line 4A

Pennsylvania trauma systems foundation (the "foundation") was organized to develop a voluntary accreditation program for trauma centers in the commonwealth of pennsylvania. The commonwealth's medical services act, which was signed into law in 1985, recognized the foundation and established its mandate. The foundation has developed standards for operation of trauma centers in pennsylvania, now known as the standards for trauma center accreditation (the "standards"). In addition, the foundation uses these standards to evaluate pennsylvania hospitals, which apply to the foundation to determine if they meet the standards. The foundation also conducts site survey visits using independent survey teams to determine if applicant hospitals meet the standards, and maintains an appeals mechanism to reevaluate accreditation decisions. The foundation also conducts education and research programs and maintains a state-wide trauma registry, now known as the pennsylvania trauma outcome study.

Financial Statement Notes

Schedule D, Page 3, Part X

Accounting principles generally accepted in the united states of america require managment to evaluate tax positions taken by the foundation. Management evaluated the tax positions taken and concluded that the foundation had taken no uncertain tax positions that require recognition or disclosure in the financial statements. No provision or benefit for income taxes has been included in these financial statements. With few exceptions, the foundation is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for years before december 31, 2017.

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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$2.13$3.45$3.34$3.04$0.29
2023Detailed filing. Detailed filing data is available for this year.$5.11$2.06$3.05$2.89$3.16$0.27
2022Detailed filing. Detailed filing data is available for this year.$5.12$2.07$3.04$2.54$2.81$0.27
2021Detailed filing. Detailed filing data is available for this year.$5.62$1.78$3.84$3.20$2.29$0.91
2020Detailed filing. Detailed filing data is available for this year.$4.70$1.09$3.61$1.97$1.82$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.81$1.66$3.15$2.20$2.16$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.23$1.44$2.79$2.30$2.15$0.15
2017Detailed filing. Detailed filing data is available for this year.$3.95$1.03$2.92$2.18$2.11$0.06
2016Summary only. Only limited summary data is available for this year.$4.10$1.45$2.65$1.94$1.96$0.02
2015Summary only. Only limited summary data is available for this year.$3.89$1.32$2.57$1.84$1.81$0.03
2014Summary only. Only limited summary data is available for this year.$4.02$1.33$2.69$1.66$1.55$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.45$0.87$2.58$1.61$1.41$0.19
2012Summary only. Only limited summary data is available for this year.$3.22$0.96$2.26$1.62$1.52$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.68$2.04$1.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.35$2.04$1.37