Civic Intelligence

Trauma Research & Education Foundation

990EZ • Fiscal year 2017 • EIN 33-0037243

Oct 01, 2016 to Sep 30, 2017 • Filed on Dec 18, 2017

Organization Profilewww.tref.org
4077 Fifth Ave Mer62San Diego, CA 92103

(619) 713-7965

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$177,140

Up $10,099 (+6.0%) from 2012

Net Assets

Up

$177,140

Up $22,599 (+15%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Up

$128,281

Up $22,104 (+21%) from 2012

Expenses

Down

$84,482

Down $46,726 (-36%) from 2012

Net Income

Up

$43,799

Up $68,830 (+275%) from 2012

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2012: $167,041Liabilities 2012: $12,500Net Assets 2012: $154,5412012Assets 2017: $177,140Net Assets 2017: $177,1402017Assets 2018: $139,804Net Assets 2018: $139,8042018Assets 2019: $132,410Net Assets 2019: $132,4102019Assets 2020: $145,343Net Assets 2020: $145,3432020Assets 2021: $127,589Net Assets 2021: $127,5892021Assets 2022: $110,546Net Assets 2022: $110,5462022Assets 2023: $91,355Net Assets 2023: $91,3552023Assets 2024: $77,449Net Assets 2024: $77,4492024Assets 2025: $52,119Net Assets 2025: $52,1192025

Highlighted filing

2017

Assets$177,140
Liabilities-
Net Assets$177,140
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2012: $106,177Expenses 2012: $131,208Net Income 2012: -$25,0312012Revenue 2017: $128,281Expenses 2017: $84,482Net Income 2017: $43,7992017Revenue 2018: $28,031Expenses 2018: $65,367Net Income 2018: -$37,3362018Revenue 2019: $78,735Expenses 2019: $86,129Net Income 2019: -$7,3942019Revenue 2020: $75,149Expenses 2020: $62,216Net Income 2020: $12,9332020Revenue 2021: $63,020Expenses 2021: $80,774Net Income 2021: -$17,7542021Revenue 2022: $75,024Expenses 2022: $92,067Net Income 2022: -$17,0432022Revenue 2023: $75,014Expenses 2023: $94,205Net Income 2023: -$19,1912023Revenue 2024: $105,005Expenses 2024: $118,911Net Income 2024: -$13,9062024Revenue 2025: $75,603Expenses 2025: $100,933Net Income 2025: -$25,3302025

Highlighted filing

2017

Revenue$128,281
Expenses$84,482
Net Income$43,799
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Dec 18, 2017
Return Version
2016v3.0
Gross Receipts
$128,281
Mission and Program Overview

Mission

Reduce trauma related deaths & injuries through awareness, education, prevention programs and associated research programs.

Program Services

DescriptionGrantsExpenses
TREF PROVIDES SCIENTIFIC RESEARCH, SEMINARS, TRAUMA CONFERENCES, CLASSES AND REQUIRED CONTINUING EDUCATION FOR DOCTORS AND NURSES.$81,106-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHI AYERSPresident-$0--
MELANIE GAWLIKDirector-$0--
RENEE DOUGLASDirector-$0--
CHERYL WOOTENDirector-$0--
BRIAN MCCORDTreasurer-$0--
JOHNATHAN JONESSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Trauma Research & Education Foundation
EIN
33-0037243
Phone
6197137965
Address
4077 FIFTH AVE MER62, SAN DIEGO, CA 92103

Signing Officer

Name
Brian Mccord
Title
Treasurer
Signed
2017-12-18
Discuss with paid preparer
Yes

Preparer

Firm
Reid Sahm Isaacs & Schmelzlen
Address
7777 ALVARADO RD STE 403, LA MESA, CA 91942
Preparer
John R Schmelzlen
Phone
6193377747
Supplemental Narrative

Additional Explanations

Other Expenses.1005

“Travel $2801”

Other Expenses.1012

“Insurance $1132”

Other Expenses.1

“Program-service providers $34855”

Other Expenses.2

“Program-books & indirect fees $26948”

Other Expenses.3

“Program-injury prev.ed mat $8825”

Other Expenses.4

“PROGRAM-CATERING $4427”

Other Expenses.5

“Program-seminar related fees $1204”

Other Expenses.6

“PROGRAM-EDUCATION $1100”

Other Expenses.7

“Program-miscellaneous $518”

Other Expenses.8

“Program-injury prev-equip $428”

Other Expenses.11

“Taxes, fees & licenses $55”

Raw XML Appendix149 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0BRIAN MCCORD
IRS990EZ/BooksInCareOfDetail/PhoneNum06197137965
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0133341
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0177140
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0112500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt043799
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01900
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0177140
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0128281
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt081
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0133341
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0177140
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0133341
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0177140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHI AYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELANIE GAWLIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RENEE DOUGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHERYL WOOTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRIAN MCCORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHNATHAN JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt082293
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0REDUCE TRAUMA RELATED DEATHS & INJURIES THROUGH AWARENESS, EDUCATION, PREVENTION PROGRAMS AND ASSOCIATED RESEARCH PROGRAMS.
IRS990EZ/PrintingPublicationsPostageAmt0289
IRS990EZ/ProgramServiceRevenueAmt015700
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TREF PROVIDES SCIENTIFIC RESEARCH, SEMINARS, TRAUMA CONFERENCES, CLASSES AND REQUIRED CONTINUING EDUCATION FOR DOCTORS AND NURSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt081106
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt084482
IRS990EZ/TotalProgramServiceExpensesAmt081106
IRS990EZ/TotalRevenueAmt0128281
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.tref.org
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0san diego
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0CA
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0see schedule of contributors
IRS990ScheduleA/MedicalResearchOrganizationInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $2801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM-SERVICE PROVIDERS $34855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM-BOOKS & INDIRECT FEES $26948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM-INJURY PREV.ED MAT $8825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM-CATERING $4427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAM-SEMINAR RELATED FEES $1204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROGRAM-EDUCATION $1100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROGRAM-MISCELLANEOUS $518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PROGRAM-INJURY PREV-EQUIP $428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAXES, FEES & LICENSES $55
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN MCCORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRAUMA RESEARCH & EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRAU
ReturnHeader/Filer/EIN0330037243
ReturnHeader/Filer/PhoneNum06197137965
ReturnHeader/Filer/USAddress/AddressLine1Txt04077 FIFTH AVE MER62
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092103
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07777 ALVARADO RD STE 403
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091942
ReturnHeader/PreparerPersonGrp/PhoneNum06193377747
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R SCHMELZLEN
ReturnHeader/ReturnTs02017-12-18T12:47:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$177,140
Liabilities
-
Net assets
$177,140
Revenue
$128,281
Expenses
$84,482
Net income
$43,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.76$1.01$0.25
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.05$1.19$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.75$0.94$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.11$1.11$0.75$0.92$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.28$1.28$0.63$0.81$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.45$1.45$0.75$0.62$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.79$0.86$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.40$1.40$0.28$0.65$0.37
2017Detailed filing. Detailed filing data is available for this year.$1.77$1.77$1.28$0.84$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.13$1.55$1.06$1.31$0.25