Civic Intelligence

Trauma Research & Education Foundation

990EZ • Fiscal year 2018 • EIN 33-0037243

Oct 01, 2017 to Sep 30, 2018 • Filed on Dec 30, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

4th percentile

-133%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$139,804

Down $37,336 (-21%) from 2017

Net Assets

Down

$139,804

Down $37,336 (-21%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$28,031

Down $100,250 (-78%) from 2017

Expenses

Down

$65,367

Down $19,115 (-23%) from 2017

Net Income

Down

-$37,336

Down $81,135 (-185%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

2018

Assets$139,804
Liabilities-
Net Assets$139,804
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

2018

Revenue$28,031
Expenses$65,367
Net Income-$37,336
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Dec 30, 2018
Return Version
2017v2.2
Gross Receipts
$28,031
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.$58,515-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHI AYERSDirector-$0--
MELANIE GAWLIKDirector-$0--
RENEE DOUGLASDirector-$0--
CHERYL WOOTENDirector-$0--
MELINDA CASEPresident-$0--
BRIAN MCCORDTreasurer-$0--
ANTHONY CHIATELLOSecretary-$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
2018-12-30
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.1012

“Insurance $1135”

Other Expenses.1

“Program-books & indirect fees $25885”

Other Expenses.2

“Program-service providers $20956”

Other Expenses.3

“PROGRAM-CATERING $4956”

Other Expenses.4

“PROGRAM-EDUCATION $4670”

Other Expenses.5

“Program-injury prev.ed mat $1025”

Other Expenses.6

“Program-injury prev-equip $564”

Other Expenses.7

“Program-seminar related fees $443”

Other Expenses.8

“Taxes, fees & licenses $247”

Other Expenses.10

“Program-miscellaneous $16”

Raw XML Appendix145 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.

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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/BOYAmt0177140
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0139804
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-37336
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/InvestmentIncomeAmt081
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0177140
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0139804
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0177140
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHI AYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELANIE GAWLIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RENEE DOUGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHERYL WOOTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELINDA CASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIAN MCCORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANTHONY CHIATELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt059897
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0REDUCE TRAUMA RELATED DEATHS & INJURIES THROUGH AWARENESS, EDUCATION, PREVENTION PROGRAMS AND ASSOCIATED RESEARCH PROGRAMS.
IRS990EZ/PrintingPublicationsPostageAmt020
IRS990EZ/ProgramServiceRevenueAmt02950
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TREF PROVIDES SCIENTIFIC RESEARCH, SEMINARS, TRAUMA CONFERENCES, CLASSES AND REQUIRED CONTINUING EDUCATION FOR DOCTORS AND NURSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt058515
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065367
IRS990EZ/TotalProgramServiceExpensesAmt058515
IRS990EZ/TotalRevenueAmt028031
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.tref.org
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0san diego
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0CA
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0see schedule of contributors
IRS990ScheduleA/MedicalResearchOrganizationInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM-BOOKS & INDIRECT FEES $25885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM-SERVICE PROVIDERS $20956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM-CATERING $4956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM-EDUCATION $4670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM-INJURY PREV.ED MAT $1025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAM-INJURY PREV-EQUIP $564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROGRAM-SEMINAR RELATED FEES $443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES, FEES & LICENSES $247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PROGRAM-MISCELLANEOUS $16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN MCCORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-30
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330525120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REID SAHM ISAACS & SCHMELZLEN
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/ReturnTs02018-12-30T08:01:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,804
Liabilities
-
Net assets
$139,804
Revenue
$28,031
Expenses
$65,367
Net income
-$37,336
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