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← TUSCALOOSA RESEARCH AND EDUCATION ADVANCEMENT CORPORATION

Form 990 for tax year 2022

Filed by TUSCALOOSA RESEARCH AND EDUCATION ADVANCEMENT CORPORATION.

Totals

Total revenue
$841,800
Total expenses
$786,836
Contributions and grants received
$111,877
Grants paid
$0
Program service revenue
$723,020
Investment income
$5,961
Other revenue
$942
Total assets, end of year
$1,126,529
Total liabilities, end of year
$409,469
Net assets or fund balances, end of year
$717,060
Program services expenses (Part IX)
$616,860
Management and general expenses
$169,976
Fundraising expenses
$0
Program service expenses (Part III)
$616,860

Program services were 78.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $52,059

  • 1f · All other contributions, gifts and grants

    $59,818

  • 2a · Program service revenue: CLINICAL RESEARCH INCO

    total $723,020 · related or exempt $723,020

  • 3 · Investment income

    total $5,961 · excluded $5,961

  • 11a · Other revenue: MISCELLANEOUS

    total $942 · related or exempt $942

  • 11e · Other revenue, total

    $942

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $81,727 · management and general $81,727

  • 7 · Other salaries and wages

    total $355,903 · program services $327,720 · management and general $28,183

  • 8 · Pension plan contributions

    total $11,292 · program services $7,556 · management and general $3,736

  • 9 · Other employee benefits

    total $25,319 · program services $12,015 · management and general $13,304

  • 10 · Payroll taxes

    total $34,591 · program services $26,387 · management and general $8,204

  • 11c · Fees: accounting

    total $7,500 · management and general $7,500

  • 11g · Fees: other

    total $10,188 · program services $2,841 · management and general $7,347

  • 13 · Office expenses

    total $2,561 · program services $778 · management and general $1,783

  • 17 · Travel

    total $21,153 · program services $15,766 · management and general $5,387

  • 23 · Insurance

    total $4,011 · management and general $4,011

  • 24a · Other expenses: CONTRACT LABOR

    total $211,299 · program services $211,299

  • 24b · Other expenses: DUES AND MEMBERSHIPS

    total $8,794 · management and general $8,794

  • 24c · Other expenses: SUBCONTRACTORS

    total $7,178 · program services $7,178

  • 24d · Other expenses: RESEARCH SUPPLIES & PAR

    total $5,270 · program services $5,270

  • 24e · All other expenses

    total $50 · program services $50

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $630,674 · end of year $763,863

  • 2 · Savings and temporary cash investments

    beginning of year $99,882 · end of year $298,524

  • 4 · Accounts receivable

    beginning of year $300,090 · end of year $56,826

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,849 · end of year $7,316

  • 10a · Land, buildings and equipment: cost or other basis

    $2,729

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,729

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $312,026 · end of year $38,256

  • 19 · Deferred revenue

    beginning of year $65,015 · end of year $371,213

  • 27 · Net assets without donor restrictions

    beginning of year $332,406 · end of year $315,447

  • 28 · Net assets with donor restrictions

    beginning of year $331,048 · end of year $401,613

Mission and programs · 2022

Mission

TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF VETERANS THROUGH THE ADVANCEMENT OF CLINICAL KNOWLEDGE THROUGH RESEARCH AND EDUCATION.

Activities or mission (Part I)

TO IMPROVE THE LIVES OF VETERANS THROUGH THE ADVANCEMENT OF CLINICAL KNOWLEDGE THROUGH RESEARCH.

  • TREAC'S FY23 PROGRAM ACCOMPLISHMENTS ARE PRIMARILY RELATED TO CLINICAL TRIALS INCLUDING THE FOLLOWING: MINDFULNESS AND MENTORING IN TREATING OPIOID USE DISORDERSINDEPENDENCE PROJECTVETERANS CARE (COORDINATED APPROACH TO RECOVERY AND EMPLOYMENT)PRIMARY CARE TELEHEALTH INTERVENTION IN MILD COGNITIVE IMPAIRMENTVETERANS AFFAIRS LIPID OPTIMIZATION PROJECT

    Expenses $616,860 · Revenue $723,962

As filed on the 2022 return.

Listed in Part VII

  • Peter Bulatao

    PRESIDENT

    Total calculated
    $161,786
    From this org
    $0
    From related orgs
    $161,786
    Other
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $161,786 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $161,786 related

  • Charles Gills

    ACTING DIRECTOR

    Total calculated
    $142,356
    From this org
    $0
    From related orgs
    $142,356
    Other
    $0
    Hours/week
    2

  • Tony Davis

    CHIEF OF STAFF

    Total calculated
    $280,036
    From this org
    $0
    From related orgs
    $280,036
    Other
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $280,036 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $280,036 related

  • Lori Davis

    ASSOCIATE CHIEF OF STAFF

    Total calculated
    $284,255
    From this org
    $0
    From related orgs
    $284,255
    Other
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $284,255 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $284,255 related

  • Marshanda Burrell

    CHIEF OF EDUCATION AND DEV

    Total calculated
    $99,942
    From this org
    $0
    From related orgs
    $99,942
    Other
    $0
    Hours/week
    2

  • Kathy Ridings

    SECRETARY/TREASURER

    Total calculated
    $123,926
    From this org
    $0
    From related orgs
    $123,926
    Other
    $0
    Hours/week
    3

  • Tracy Y White

    NON-STATUTORY MEMBER

    Total calculated
    $99,261
    From this org
    $0
    From related orgs
    $99,261
    Other
    $0
    Hours/week
    2

  • Shane Sears

    COMMUNITY MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Michael Crouch

    COMMUNITY MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jay D Moyer

    COMMUNITY MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sandra Creel

    EXECUTIVE DIRECTOR

    Total calculated
    $85,143
    From this org
    $75,205
    From related orgs
    $0
    Other
    $9,938
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
BOARD OF DIRECTORS OF THE RELATED ORGANIZATION SET ALL SALARIES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • TUSCALOOSA VA MEDICAL CENTER

    501(C)(27) · VA HOSPITAL · AL

    Directly controlled by NO

Provenance

Return type
form_990
Tax year
2022
Filed
27 February 2024
IRS schema version
2022v5.0
Source object
202420609349301862

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