Civic Intelligence

Trauma Research & Education Foundation

990EZ • Fiscal year 2020 • EIN 33-0037243

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 23, 2021

Organization Profilewww.tref.org
200 West Arbor Drive 8896San Diego, CA 92103

(619) 471-0714

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

9.8%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

-4.6%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$145,343

Up $12,933 (+9.8%) from 2019

Net Assets

Up

$145,343

Up $12,933 (+9.8%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Down

$75,149

Down $3,586 (-4.6%) from 2019

Expenses

Down

$62,216

Down $23,913 (-28%) from 2019

Net Income

Up

$12,933

Up $20,327 (+275%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2020

Assets$145,343
Liabilities-
Net Assets$145,343
Open 2020 Filing

Operations Trend

Revenue Growth59th 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

2020

Revenue$75,149
Expenses$62,216
Net Income$12,933
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 23, 2021
Return Version
2019v5.0
Gross Receipts
$75,149
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.$57,476-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT DERKRIKORIANPresident-$0--
TIMOTHY MARTINDirector-$0--
JENNIFER HITESDirector-$0--
MELINDA CASESecretary-$0--
ANGELA KILTYTreasurer-$0--
ANTHONY CHIATELLODirector-$0--
Filing and Contact Details

Filer

Filer Name
Trauma Research & Education Foundation
EIN
33-0037243
Phone
6194710714
Address
200 WEST ARBOR DRIVE 8896, SAN DIEGO, CA 92103

Signing Officer

Name
Angela Kilty
Title
Treasurer
Signed
2021-01-23
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 $40”

Other Expenses.1012

“Insurance $1135”

Other Expenses.1

“Program-books & indirect fees $22341”

Other Expenses.2

“Program-contract services $19630”

Other Expenses.3

“PROGRAM-EDUCATION $10004”

Other Expenses.4

“PROGRAM-CATERING $3983”

Other Expenses.5

“Program-seminar related $1434”

Other Expenses.6

“Taxes, fees & licenses $50”

Other Expenses.7

“Program-miscellaneous $44”

Raw XML Appendix148 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/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0921038896
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0132410
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IRS990EZ/ContributionsGiftsGrantsEtcAmt075000
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATT DERKRIKORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIMOTHY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER HITES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELINDA CASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANGELA KILTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANTHONY CHIATELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt058661
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0REDUCE TRAUMA RELATED DEATHS & INJURIES THROUGH AWARENESS, EDUCATION, PREVENTION PROGRAMS AND ASSOCIATED RESEARCH PROGRAMS.
IRS990EZ/PrintingPublicationsPostageAmt030
IRS990EZ/ProgramServiceRevenueAmt0100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TREF PROVIDES SCIENTIFIC RESEARCH, SEMINARS, TRAUMA CONFERENCES, CLASSES AND REQUIRED CONTINUING EDUCATION FOR DOCTORS AND NURSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt057476
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt062216
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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
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 $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM-BOOKS & INDIRECT FEES $22341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM-CONTRACT SERVICES $19630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM-EDUCATION $10004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM-CATERING $3983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAM-SEMINAR RELATED $1434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES, FEES & LICENSES $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROGRAM-MISCELLANEOUS $44
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
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA KILTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-23
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ReturnHeader/Filer/BusinessNameControlTxt0TRAU
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ReturnHeader/Filer/PhoneNum06194710714
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 WEST ARBOR DRIVE 8896
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum06193377747
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R SCHMELZLEN
ReturnHeader/ReturnTs02021-01-23T07:10:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$145,343
Liabilities
-
Net assets
$145,343
Revenue
$75,149
Expenses
$62,216
Net income
$12,933
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