2024-11-14T11:43:49-06:00 2023-12-31 560571159 BERNARD ROBINSON & COMPANY LLP 100 E CUMBERLAND STREET DUNN NC 28334 990 2023-01-01 611470079 TRAUMA CENTER ASSOCIATION OF AMERICA INC TRAU 7043604665 206 JOE KNOX AVE H MOORESVILLE NC 28117 ASHLEY BRITT CHRISTMAS MD FACS TREASURER 7043604665 2024-11-08 1 0 JOHN M ROBINSON P01281319 9108921021 2024-11-07 2023 2024-10-15 13:58:12Z X JENNIFER WARD 206 JOE KNOX AVE H MOORESVILLE NC 28117 4679429 0 X WWW.TRAUMACENTERS.ORG X 2002 DE TO SECURE THE VIABILITY AND SUSTAINABILITY OF AMERICA'S TRAUMA CENTERS AND TRAUMA CARE SYSTEMS. 14 14 9 16 0 0 1608668 1659443 280211 435203 84938 194701 -9 0 1973808 2289347 0 0 0 0 749228 844492 0 0 0 749485 958201 1498713 1802693 475095 486654 6138932 7159630 1140723 1331222 4998209 5828408 X TO SECURE THE VIABILITY AND SUSTAINABILITY OF AMERICA'S TRAUMA CENTERS AND SYSTEMS OF TRAUMA CARE. 0 0 1054755 EDUCATION & RESOURCE CENTERTCAA STRIVES TO DELIVER OPTIMAL EDUCATION TO HEALTHCARE PROFESSIONALS THROUGH VARIOUS RESOURCES AND EDUCATIONAL CHANNELS. THIS WIDE-RANGE, STAND-ALONE EDUCATION IS NOT ASSOCIATED WITH THE ANNUAL CONFERENCE, BUT OFFERED THROUGH OTHER VARIOUS ROUTES SUCH AS STAND-ALONE COURSES, CONSULTATIVE CALLS, WEBINARS, ON-LINE LEARNING PROGRAMS, AND A MULTITUDE OF STUDIES, SURVEYS, RESOURCE DOCUMENTS AND BENCHMARKING TOOLS IN THE ELECTRONIC LIBRARY. THESE EDUCATIONAL RESOURCES PROVIDE TRAUMA TRAINING THROUGH THE ENTIRE CONTINUUM OF CARE, TO ENSURE OPTIMAL TRAUMA CARE IS PROVIDED TO ALL INJURED PATIENTS ANYTIME AND ANYWHERE. 233031 ANNUAL CONFERENCETCAA PROVIDES A COMPREHENSIVE TRAUMA CONFERENCE ANNUALLY FOR ALL TRAUMA CENTERS, BOTH MEMBERS AND NONMEMBERS. TO ASSURE TRAUMA CENTERS ARE SUCCESSFUL IN CLINICAL AND OPERATIONAL MATTERS, THE TCAA PROVIDES THE FOLLOWING COURSES AT THEIR ANNUAL CONFERENCE: AN ANNUAL MEETING (WITH GENERAL SESSIONS, POSTER PRESENTATIONS WHICH ADDRESS KEY NATIONAL TRAUMA ISSUES AND AN ANNUAL BUSINESS MEETING); TWO TRAUMA MEDICAL DIRECTOR COURSES (BASIC AND ADVANCED) TO EDUCATE PHYSICIANS ABOUT BUSINESS, CLINICAL CARE AND LEADERSHIP SKILLS IN THEIR CHALLENGING ADMINISTRATIVE ROLES; TWO TRAUMA CENTER FINANCE & BUSINESS COURSES (BASIC AND ADVANCED) TO INSTRUCT TRAUMA CENTER LEADERS ON FINANCIAL AND OPERATIONAL TOPICS; A TRAUMA CENTER DYNAMIC LEADERSHIP COURSE TO CREATE A STRATEGIC PLAN TO IMPROVE THE TRAUMA PROGRAM, OVERCOME BARRIERS, AND EXPLORE HUMAN RESOURCE PRINCIPLES; AND A POST TRAUMATIC MENTAL HEALTH WORKSHOP TO FOCUS ON THE MENTAL HEALTH PROBLEMS AND HIDDEN WOUNDS FACING TRAUMA PATIENTS AND THEIR FAMILIES. 35300 EXHIBITS:THE ORGANIZATION'S STAFF PARTICIPATES IN FIVE TO TEN ANNUAL INDUSTRY TRADE SHOWS ATTENDED BY TRAUMA PROFESSIONALS NATIONWIDE TO RECRUIT NEW MEMBERS, SHARE BEST PRACTICES AND EDUCATE TRAUMA PERSONNEL. HAWAII TRAUMA SITE SURVEYS AND FINANCE CONSULT VISITS:TCAA PROVIDES TRAUMA SITE SURVEYS WITH THE OBJECTIVE TO PROVIDE TRAUMA MEDICAL DIRECTORS, TRAUMA NURSE COORDINATORS AND HOSPITAL ADMINISTRATORS WITH INFORMATION TO ASSIST IN THE DEVELOPMENT OF THEIR RESPECTIVE FACILITIES AS TRAUMA CENTERS.THE HAWAII SITE SURVEYS INCLUDE THE FOLLOWING COMPONENTS:PROVIDE A SITE SURVEY TEAM CONSISTING OF A TRAUMA SURGEON AND A TRAUMA NURSE. THE TEAM FOCUSES ON THE KEY COMMITMENT AND PERFORMANCE REQUIREMENTS ESTABLISHED BY HAWAII DEPT. OF HEALTH, EMERGENCY MEDICAL SERVICES AND INJURY PREVENTION BRANCH. THE SITE SURVEY TEAM EVALUATES THE OPERATIONS OF THE TRAUMA CENTER BY REVIEWING A WRITTEN APPLICATION FROM EACH HOSPITAL TO BE SURVEYED; CONDUCTS PRE-SCHEDULED, PHYSICIAN-LED SITE VISITS IN EACH OF THE APPLICANT HOSPITALS; PROVIDES A WRITTEN REPORT FOR EACH APPLICANT TRAUMA CENTER; WORKS IN COLLABORATION WITH EMERGENCY MEDICAL SERVICES AND INJURY PREVENTION BRANCH OF HAWAII DEPT. OF HEALTH TO MAKE A DETERMINATION OF EACH APPLICANT TRAUMA'S STATUS AND RECOMMENDS ACTIONS NEEDED TO ASSURE THE HOSPITAL MEETS OR TAKES ACTION TO MEET THE EXPECTATION OF A HOSPITAL FUNCTIONING AT A LEVEL CONSISTENT WITH ITS APPLICATION; AND VERIFIES WHETHER THE APPLICANT MEETS THE STATE'S CRITERIA TO BE DESIGNATED LEVEL III TRAUMA CENTERS. TCAA ALSO PROVIDES TRAUMA CENTER FINANCE CONSULT VISITS TO EXAMINE THE HOSPITAL'S CURRENT OPERATIONS AND IDENTIFY AREAS OF OPPORTUNITY FOR IMPROVED PERFORMANCE. TCAA COLLABORATES WITH THE HOSPITAL STAFF TO REVIEW HOSPITAL ACCOUNTS FOR FACILITY SERVICES. THE TEAM EVALUATES TRAUMA SPECIFIC CODING FOR COMPLETENESS, COMPLIANCE AND ACCURACY. BASED ON THE ASSESSMENT, TCAA WILL PRESENT A DETAILED REPORT TO PROVIDE ACTIONAL SOLUTIONS AND RECOMMENDATIONS TO INCREASE EFFICIENCY. MARKETING & PUBLIC RELATIONS:AS A PUBLIC HEALTH SERVICE, THE ORGANIZATION ENGAGES IN MARKETING AND PUBLIC RELATIONS TO BETTER INFORM THE PUBLIC OF THE ESSENTIAL NATURE OF CARE OF THE INJURED. THE ORGANIZATION ENGAGES IN PUBLIC ADVOCACY TO INCREASE PUBLIC FUNDING FOR TRAUMA CENTERS.IN ADDITION, THE ORGANIZATION SUPPORTS THE EFFORTS OF OTHER ORGANIZATIONS TO BUILD A SYSTEM OF UNIVERSAL ACCESS TO TRAUMA CENTER CARE THROUGHOUT THE UNITED STATES. ADDITIONALLY, TCAA PROVIDES A TRAUMA FELLOWSHIP PROGRAM WITH THE OBJECTIVE OF INCREASING THE NUMBER OF TRAUMA PROGRAM LEADERS WHO ARE KNOWLEDGEABLE ABOUT TRAUMA CENTER FINANCE AND OPERATIONAL ISSUES USING TOOLS AND MATERIALS AVAILABLE THROUGH TCAA. THE SELECTED FELLOW PARTICIPANTS ASSIST TCAA STAFF TO RESPOND TO MEMBER QUERIES FOR INFORMATION AND DATA, TCAA COMMITTEE CONFERENCE CALLS, AND CONFER WITH TCAA'S PRESIDENT ON TCAA MEMBER ADVISORY CONFERENCE CALLS. MEMBERSHIP:TCAA SERVES AS A RESOURCE TO TRAUMA CENTERS TO FOSTER STABLE, HIGH QUALITY, COST EFFECTIVE TRAUMA CARE THROUGHOUT THE UNITED STATES, AND TO ENCOURAGE INNOVATION AND EXCELLENCE. TCAA PROVIDES COMPREHENSIVE INFORMATION FOR ALL TRAUMA CENTER OPERATIONAL AND FINANCIAL NEEDS AND CONNECTS ITS MEMBER HOSPITALS TO OTHER TRAUMA CENTERS AND SYSTEMS. MEMBERSHIP INCLUDES OVER 450+ TRAUMA CENTER HOSPITALS IN 46 STATES PLUS THE DISTRICT OF COLUMBIA AND AT LEAST 12 STATE/REGIONAL TRAUMA AGENCIES RESPONSIBLE FOR TRAUMA SYSTEM DEVELOPMENT AND OVERSIGHT. TCAA IS THE PREMIER SOURCE FOR TRAUMA CENTER INFORMATION. MEMBERS RECEIVE INDIVIDUALIZED ADVICE FROM THE NATION'S MOST EXPERIENCED CONSULTANTS IN TRAUMA CENTER OPERATIONS FINANCE, AND TRAUMA SYSTEMS. THE TCAA HOUSES AN EXTENSIVE INFORMATION WAREHOUSE ABOUT TRAUMA CENTER FINANCES AND OPERATIONS SO THAT MEMBERS NEVER NEED TO INVENT SOMETHING THAT HAS ALREADY BEEN DEVELOPED. TCAA TRAUMA CENTERS HAVE THE MOST UP-TO-DATE ADVICE ON CODING AND BILLING COMPLIANCE, OPTIMIZING REVENUE AND COLLECTIONS, KNOW HOW TO REDUCE COSTS AND WORKLOAD, AND KEEP ABREAST OF STATE AND FEDERAL INITIATIVES TO HELP FUND THEIR OPERATIONS. MEMBERS ALSO HAVE MULTIPLE DOCUMENTS AND CMS ADVISORIES ABOUT THE TRAUMA UB-04 RESPONSE TEAM CHARGES BECAUSE THE TCAA WROTE THE APPLICATION FOR THEM.MEMBER SERVICES INCLUDE:* MONITORING UB-04 CODE* FINANCIAL REPORTS FOR BENCHMARKING* JOB DESCRIPTIONS* PHYSICIAN RELATIONS AND COMPENSATION STRATEGIES* PAYER STRATEGIES AND MANAGED CARE CONTRACTS* TRAUMA FTE AND SALARY COMPARISONS* MODEL POLICIES AND PROCEDURES* PRACTICAL GUIDELINES AND PROTOCOLS* BEST PRACTICES* MANAGEMENT TACTICS* BEST PERFORMER NETWORKING* RAPID ANSWERS TO TECHNICAL PROBLEMS* EDUCATIONAL OFFERINGS VIA COURSES, WEBINARS AND AN ONLINE LEARNING SYSTEM* ADVOCACY* CONSULTING SERVICES BY PHONE ADVOCACY AND LOBBYING:TCAA HAS THE ABILITY TO ENGAGE IN POLITICAL ADVOCACY ON BEHALF OF TRAUMA CENTERS AND SYSTEMS. THE ADVOCACY COMMITTEE IS COMPRISED OF GOVERNMENT RELATIONS PROFESSIONALS FROM OUR NATION'S LEADING TRAUMA CENTERS ALONG WITH TRAUMA CENTER LEADERS. THE ORGANIZATION DEVELOPED A DETAILED ADVOCACY STRATEGY WHICH ALIGNS WITH ITS FEDERAL LEGISLATIVE AGENDA. TCAA IS WORKING WITH A NATIONALLY RECOGNIZED LOBBYING FIRM. CURRENT INITIATIVES SUPPORTED BY THE TCAA ADVOCACY COMMITTEE ARE: ENACTING LEGISLATION AND SECURING FUNDING FOR MILITARY INCORPORATION IN CIVILIAN TRAUMA CENTERS, ENACTING LEGISLATION AND SECURING FUNDING FOR A NATIONAL SYSTEM OF TRAUMA CARE, MONITOR TRAUMA AND DISASTER REVENUE CODES, AND SUPPORT IMPROVED REIMBURSEMENT FOR TRAUMA CARE. IN ADDITION, THE TCAA WORKS TO EDUCATE THE GENERAL PUBLIC AND POLICYMAKERS ON THE DEFINITION OF TRAUMA CARE AND THE SERVICES TRAUMA CENTERS PROVIDE. TRAUMA CENTERS PLAY AN ENHANCED ROLE DURING TIMES OF MASS CASUALTIES DUE TO TERRORISM AND NON-HUMAN RELATED DISASTERS. 1323086 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 9 1 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TRAUMA CENTER ASSOCIATION OF AMERICA 7043604665 206 JOE KNOX AVE H MOORESVILLE NC 28117 HEIDI GARTLAND MHA BA CHAIR 2.00 X X 0 0 0 MARTIN SCHREIBER MD FACS IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 J KEVIN CROSTON MD FACS CHAIR ELECT 2.00 X X 0 0 0 TIM SMITH MPH BA TREASURER 2.00 X X 0 0 0 ASHLEY BRITT CHRISTMAS MD FACS SECRETARY 2.00 X X 0 0 0 MICHAEL CHICARELLI DIRECTOR 1.00 X 0 0 0 JANET CORTEZ DIRECTOR 2.00 X 0 0 0 JAMES EUBANKS III MD FACS DIRECTOR 1.00 X 0 0 0 JENNIFER GRATTON DIRECTOR 1.00 X 0 0 0 LISA HOLLISTER DNP MSN RN LSSBB DIRECTOR 1.00 X 0 0 0 CHRISTOPH KAUFMANN MD MPH FACS DIRECTOR 1.00 X 0 0 0 CHARLES MAINS DIRECTOR 1.00 X 0 0 0 BARBARA ROSSMANN DIRECTOR 1.00 X 0 0 0 SHELLY SCHLENKER MHA DIRECTOR 1.00 X 0 0 0 DAVID TESMER MPA DIRECTOR 1.00 X 0 0 0 SOMMER KLEWENO WALLEY MHA MA CCC-S DIRECTOR 1.00 X 0 0 0 JENNIFER J WARD MBA BSN RN BSN PRESIDENT 50.00 X 192169 0 45025 DEBRA J MYERS MSN RN DIRECTOR OF EDUCATION & PROJECTS 44.00 X 134717 0 3692 326886 0 48717 2 0 1 0 WINNING STRATEGIES WASHINGTON 409 7TH ST NW SUITE 450 WASHINGTON DC 20004 ADVOCACY FIRM 149997 1 1659443 1659443 CONFERENCES 541610 225105 225105 FINANCE CONSULTATIONS 541610 93929 93929 COURSES & WORKSHOPS 541610 80822 80822 ADVOCACY INCOME 541610 30847 30847 SURVEY & REVIEW 541610 4500 4500 435203 148935 148935 2435848 2390082 45766 45766 45766 2289347 435203 0 194701 375603 262922 112681 321429 235245 86184 8156 5987 2169 91720 66274 25446 47584 34061 13523 12897 12897 49927 28271 21656 16487 16487 55860 55860 22813 22813 78749 31500 47249 52996 52996 233031 233031 11989 11989 18984 3797 15187 ADVOCACY 196169 196169 BOARD DEVELOPMENT 49360 4936 44424 EXHIBITS 35300 35300 COURSE AND WORKSHOP 33146 33146 90493 73774 16719 1802693 1323086 479607 0 73038 134762 2436241 2774052 10803 1268 58068 99584 96389 57923 37646 38466 3468026 4089694 55110 21804 6138932 7159630 65956 49829 1016334 1236518 58433 44875 1140723 1331222 X 4998209 5828408 4998209 5828408 6138932 7159630 486654 343545 0 X 1 X 1 X 1 0 0 0 0 1659443 196169 196169 315294 -119125 96389 57923 38466 38466 ACCRUED SALARIES AND WAGES 30494 ACCRUED VACATION PAY 13720 ACCRUED IRA CONTRIBUTIONS 661 44875 X 2616405 343545 343545 2272860 16487 16487 2289347 1786206 0 1786206 16487 16487 1802693 PART X, LINE 2: BASED ON THE PROVISIONS OF FASB ASC 740-10-25, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AN ASSOCIATION MUST RECOGNIZE A TAX BENEFIT OR LOSS ASSOCIATED WITH POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. THE ASSOCIATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX YEARS IN PROGRESS. THE ASSOCIATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2020. X X X 0 0 0 JENNIFER J WARD MBA BSN RN BSN PRESIDENT 192169 0 0 0 0 0 5749 0 39276 0 237194 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 VOTING MEMBERS-- THE VOTING MEMBERS OF THE ORGANIZATION SHALL CONSIST OF THE FOLLOWING CATEGORIES: -PRINCIPAL MEMBERS-- PRINCIPAL MEMBERS ARE DEFINED AS AN INDIVIDUAL HOSPITAL, OR A REGIONAL OR STATEWIDE TRAUMA SYSTEM (REGULATORY AGENCY) IN THE BUSINESS OF TRAUMA CARE. EACH PRINCIPAL MEMBER SHALL DESIGNATE ONE PERSON AS ITS REPRESENTATIVE TO THE CORPORATION WHO SHALL HAVE THE RIGHT AND OBLIGATION TO VOTE, CONSENT AND OTHERWISE EXERCISE ALL MEMBERSHIP RIGHTS AND OBLIGATIONS ON BEHALF OF THE MEMBER, WHOSE MEMBER IS BOUND BY SUCH ACTS. -NON-VOTING MEMBERS-- RIGHTS AND PRIVILEGES OF A NON-VOTING MEMBER SHALL BE THE SAME AS A VOTING MEMBER'S EXCEPT THEY SHALL NOT BE ABLE TO VOTE ON TCAA BUSINESS, RUN FOR OFFICE, HAVE ACCESS TO MEMBER DOCUMENTS, OR HOLD A SEAT ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS ELECT THE BOARD OF DIRECTORS ON AN ANNUAL BASIS, EITHER IN PERSON, BY FAX, OR ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 11B AFTER ANY REVISIONS ARE MADE AND FINANCE COMMITTEE APPROVAL IS MADE, THE FINANCE COMMITTEE CHAIRMAN SUBMITS THE FORM 990 TO THE BOARD OF DIRECTORS AT THE NEXT REGULAR MEETING. AT THAT TIME, THE BOARD OF DIRECTORS REVIEWS AND APPROVAL IS GRANTED, OR REVISIONS ARE PROPOSED. IF SUCH REVISIONS ARE APPROVED BY THE BOARD OF DIRECTORS, THE FORM 990 IS REVISED AND RE-SUBMITTED TO THE FINANCE COMMITTEE AND THEN SUBSEQUENTLY TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL, EITHER BY CONFERENCE CALL, ELECTRONICALLY, OR AT THE NEXT REGULAR MEETING. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO QUALIFY AS BOARD DIRECTORS, OFFICERS, AND/OR EMPLOYMENT, INDIVIDUALS ARE REQUIRED ANNUALLY TO REVIEW THE ORGANIZATIONS' CONFLICT OF INTEREST POLICY AND AFFIRM OR REAFFIRM THEIR INDIVIDUAL COMPLIANCE IN WRITING. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT IS THE ONLY OFFICER WHO RECEIVES A SALARY. EACH YEAR THE PRESIDENT'S COMPENSATION IS REVIEWED AND ADJUSTED BY THE BOARD OF DIRECTORS, TAKING INTO ACCOUNT REASONABLENESS, COMPARABILITY WITH OTHERS IN THE PROFESSION, AND EVALUATION OF THE OFFICER'S ACCOMPLISHMENTS RELATING TO THE ORGANIZATION'S GOALS AND OBJECTIVES. THE PRESIDENT IS HIRED BY THE BOARD OF DIRECTORS AND RECEIVES A PERFORMANCE EVALUATION ANNUALLY. COMPENSATION OF OTHER KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 1024, INCLUDING THE IRS APPROVAL LETTER, AND FORMS 990 ARE MADE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS, ARTICLES OF INCORPORATION, BYLAWS, AND CONFLICT OF INTEREST POLICY ARE, LIKEWISE, MADE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICES UPON REQUEST.