Civic Intelligence

Trauma Research & Education Foundation

990EZ • Fiscal year 2021 • EIN 33-0037243

Oct 01, 2020 to Sep 30, 2021 • Filed on Dec 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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

16th percentile

-28%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

24th percentile

-12%

Faster asset growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-16%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$127,589

Down $17,754 (-12%) from 2020

Net Assets

Down

$127,589

Down $17,754 (-12%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$63,020

Down $12,129 (-16%) from 2020

Expenses

Up

$80,774

Up $18,558 (+30%) from 2020

Net Income

Down

-$17,754

Down $30,687 (-237%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2021

Assets$127,589
Liabilities-
Net Assets$127,589
Open 2021 Filing

Operations Trend

Revenue Growth34th 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

2021

Revenue$63,020
Expenses$80,774
Net Income-$17,754
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Dec 23, 2021
Return Version
2020v4.0
Gross Receipts
$63,020
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.$74,390-
Compensation and Service Providers
Top Officer Pay77th 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
2021-12-23
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.1

“Program-contract services $31585”

Other Expenses.2

“Program-books & indirect fees $29170”

Other Expenses.3

“Program- sponsorship $7500”

Other Expenses.4

“Program- prevention edmat $3432”

Other Expenses.5

“PROGRAM-EDUCATION $975”

Other Expenses.6

“Program-miscellaneous $875”

Other Expenses.7

“Program-seminar related $853”

Other Expenses.8

“Taxes, fees & licenses $85”

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER HITES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt074475
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0REDUCE TRAUMA RELATED DEATHS & INJURIES THROUGH AWARENESS, EDUCATION, PREVENTION PROGRAMS AND ASSOCIATED RESEARCH PROGRAMS.
IRS990EZ/PrintingPublicationsPostageAmt034
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TREF PROVIDES SCIENTIFIC RESEARCH, SEMINARS, TRAUMA CONFERENCES, CLASSES AND REQUIRED CONTINUING EDUCATION FOR DOCTORS AND NURSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt074390
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/TotalExpensesAmt080774
IRS990EZ/TotalProgramServiceExpensesAmt074390
IRS990EZ/TotalRevenueAmt063020
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/ExplanationTxt0PROGRAM-CONTRACT SERVICES $31585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM-BOOKS & INDIRECT FEES $29170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM- SPONSORSHIP $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM- PREVENTION EDMAT $3432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM-EDUCATION $975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM-MISCELLANEOUS $875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAM-SEMINAR RELATED $853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES, FEES & LICENSES $85
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
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ReturnHeader/Filer/USAddress/AddressLine1Txt0200 WEST ARBOR DRIVE 8896
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ReturnHeader/PreparerPersonGrp/PhoneNum06193377747
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ReturnHeader/ReturnTs02021-12-23T12:52:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANGELA
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ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$127,589
Liabilities
-
Net assets
$127,589
Revenue
$63,020
Expenses
$80,774
Net income
-$17,754
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