Civic Intelligence

Julia Terrill Thomas Foundation Inc

EIN 20-2354370 • Sea Island, GA

PO Box 30722Sea Island, GA 31561
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

13th percentile

-23%

Higher net margin than 13% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

31st percentile

$62,212

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

25th percentile

-1.8%

Faster asset growth than 25% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

24%

Faster revenue growth than 69% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$12,025,675

Down $221,946 (-1.8%) from 2023

Liabilities

Up

$798

Up $746 (+1435%) from 2023

Net Assets

Down

$12,024,877

Down $222,692 (-1.8%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin13th percentile

Revenue

Up

$947,884

Up $182,405 (+24%) from 2023

Expenses

Up

$1,170,576

Up $94,290 (+8.8%) from 2023

Net Income

Up

-$222,692

Up $88,115 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $771,213Liabilities 2011: $02011Assets 2012: $11,518,356Liabilities 2012: $8,727Net Assets 2012: $11,509,6292012Assets 2013: $14,744,030Liabilities 2013: $739Net Assets 2013: $14,743,2912013Assets 2014: $15,336,079Liabilities 2014: $786Net Assets 2014: $15,335,2932014Assets 2015: $14,957,957Liabilities 2015: $0Net Assets 2015: $14,957,9572015Assets 2016: $14,621,624Liabilities 2016: $2,573Net Assets 2016: $14,619,0512016Assets 2017: $14,319,031Liabilities 2017: $0Net Assets 2017: $14,319,0312017Assets 2018: $13,952,048Liabilities 2018: $2,912Net Assets 2018: $13,949,1362018Assets 2019: $13,573,309Liabilities 2019: $0Net Assets 2019: $13,573,3092019Assets 2020: $13,180,262Liabilities 2020: $0Net Assets 2020: $13,180,2622020Assets 2021: $12,977,817Liabilities 2021: $52Net Assets 2021: $12,977,7652021Assets 2022: $12,558,428Liabilities 2022: $52Net Assets 2022: $12,558,3762022Assets 2023: $12,247,621Liabilities 2023: $52Net Assets 2023: $12,247,5692023Assets 2024: $12,025,675Liabilities 2024: $798Net Assets 2024: $12,024,8772024

Highlighted filing

2024

Assets$12,025,675
Liabilities$798
Net Assets$12,024,877
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $51,388Expenses 2011: $60,327Net Income 2011: -$8,9392011Expenses 2012: $575,3552012Revenue 2013: $3,725,618Expenses 2013: $491,956Net Income 2013: $3,233,6622013Revenue 2014: $1,410,121Expenses 2014: $818,119Net Income 2014: $592,0022014Revenue 2015: $628,667Expenses 2015: $1,006,003Net Income 2015: -$377,3362015Revenue 2016: $635,592Expenses 2016: $974,500Net Income 2016: -$338,9082016Revenue 2017: $671,361Expenses 2017: $971,381Net Income 2017: -$300,0202017Revenue 2018: $719,482Expenses 2018: $1,089,377Net Income 2018: -$369,8952018Revenue 2019: $585,906Expenses 2019: $961,733Net Income 2019: -$375,8272019Revenue 2020: $655,175Expenses 2020: $1,048,222Net Income 2020: -$393,0472020Revenue 2021: $870,155Expenses 2021: $1,072,652Net Income 2021: -$202,4972021Revenue 2022: $832,969Expenses 2022: $1,252,358Net Income 2022: -$419,3892022Revenue 2023: $765,479Expenses 2023: $1,076,286Net Income 2023: -$310,8072023Revenue 2024: $947,884Expenses 2024: $1,170,576Net Income 2024: -$222,6922024

Highlighted filing

2024

Revenue$947,884
Expenses$1,170,576
Net Income-$222,692
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,025,675
Liabilities
$798
Net assets
$12,024,877
Revenue
$947,884
Expenses
$1,170,576
Net income
-$222,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.95$1.17$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$0.77$1.08$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.00$12.6$0.83$1.25$0.42
2021Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.87$1.07$0.20
2020Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.66$1.05$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$0.59$0.96$0.38
2018Detailed filing. Detailed filing data is available for this year.$14.0$0.00$13.9$0.72$1.09$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.00$14.3$0.67$0.97$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$0.64$0.97$0.34
2015Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.63$1.01$0.38
2014Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$1.41$0.82$0.59
2013Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$3.73$0.49$3.23
2012Detailed filing. Detailed filing data is available for this year.$11.5$0.01$11.5$0.58
2011Summary only. Only limited summary data is available for this year.$0.77$0.00$0.05$0.06$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES D BENEFIELD JRDirectorPT$62,212-$62,212
REES M SUMERFORDDirectorPT$62,212-$62,212
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-DARIEN BOYS & GIRLS CENTER & TEEN CENTER ($75k) AND PLAYGROUND ($34k)PCBRUNSWICK, GA, US$109,000
Paid Grant-PAVILLION FOR OUTDOOR FUNCTIONS, EDUCATION & STAGEPCST SIMONS ISLAND, GA, US$100,000
Paid Grant-CAPITAL SUPPORT FOR RENOVATIONS TO THE DOWNTOWN FACILITY FOR CULINARY PROGRAMPCBRUNSWICK, GA, US$100,000
Paid Grant-CAPITAL SUPPORT TO REINFORCE THE STRUCTURE OF THE OUTDOOR POOLPCBRUNSWICK, GA, US$75,000
Paid Grant-SUPPORT FOR DAILY ON-SITE PROG MENTORING HS STUDENTS. PROFESSIONAL DEVELOPMENT, JOB PLACEMENT, FINANCIAL MGMT AND LEADERSHIP SKILLS TAUGHTPCBRUNSWICK, GA, US$35,000
Paid Grant-FORKLIFT FOR ADJACENT WAREHOUSEPCBRUNSWICK, GA, US$25,000
Paid Grant-OUTDOOR PAVILLION WITH ADJACENT OUTDOOR AMPHITHEATERPCSAINT SIMONS ISLAND, GA, US$25,000
Paid Grant-SUPPORT FOR FACILITY RELOCATION AND MATERIALS TO DO COMMUNITY OUTREACH FOR STUDENT ENROLLMENTPCBRUNSWICK, GA, US$22,000
Paid Grant-SCHOLARSHIP SUPPORT FOR 40 STUDENTS IN GLYNN COUNTYPCBRUNSWICK, GA, US$20,000
Paid Grant-SERVER & CAMERAS TO MANAGE ENTIRE CAMPUSPCBRUNSWICK, GA, US$15,000
Paid Grant-CAPITAL SUPPORT FOR INSTRUMENTS TO EXPAND CLASSESPCBRUNSWICK, GA, US$15,000
Paid Grant-SUPPORT FOR EXPANSION OF PROGRAM INTO GLYNN COUNTY TO PLACE CHILDREN IN PERMANENT HOMESPCBRUNSWICK, GA, US$15,000
Paid Grant-WINDOW BLINDS FOR 13 EDUCATIONAL ROOMS FACING EAST IN THE NEW SCHOOL FACILITY & 2 DEFIBRILLATORSPCBRUNSWICK, GA, US$12,000
Paid Grant-RESTORATION OF HISTORICAL GAZEBO AT LIGHTHOUSE MUSEUM LAWNPCST SIMONS ISLAND, GA, US$10,000
Paid Grant-REFURBISH THE OUTDOOR TRAIL ENCIRCLING PROPERTY FOR DOGS TO RECEIVE EXERCISEPCBRUNSWICK, GA, US$10,000
Paid Grant-SUPPORT FOR FLOORING THROUGHOUT FACILITY IN HALLS AND LOBBY AREASPCBRUNSWICK, GA, US$10,000
Paid Grant-8 PASSENGER VAN-TRANSPORTATION TO JOBS & AFTERSCHOOL ACTIVITIESPCBRUNSWICK, GA, US$10,000
Paid Grant-REPAIRS FOR ROOFING ON FACILITYPCBRUNSWICK, GA, US$10,000
Paid Grant-FOR RESEARCH, DRAFT STRUCTURAL PLANS, AND BEGIN SITE PREPARATION FOR A REPLICA OF A FURNISHED AND FUNCTIONING LIVING-HISTYORY HOME/STOREPCSAINT SIMONS ISLANS, GA, US$8,000
Paid Grant-CAPITAL SUPPORT FOR NEW PHONE AND COMPUTER SYSTEM, CABINETS, FURNISHINGS & BACKGROUND SECURITYPCBRUNSWICK, GA, US$5,000
Paid Grant-CAPITAL SUPPORT FOR SHELTER KITCHEN WITH STOVE AND REFRIGERATOR APPLIANCES FOR KITCHEN AREAPCBRUNSWICK, GA, US$4,000
Filing and Contact Details

Filer

Filer Name
Julia Terrill Thomas Foundation Inc
EIN
20-2354370
Phone
9126388084
Address
PO Box 30722, Sea Island, GA 31561

Signing Officer

Name
Rees M Sumerford
Title
Director
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Schell & Hogan LLP
Address
101 PLANTATION CHASE, SAINT SIMONS ISLAND, GA 31522
Preparer
J Don Vanlandingham Jr
Phone
9126389031
Raw XML AppendixShowing 400 of 508 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.

Path#Value
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DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02023-12-24
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SYNOVUS - SEE ATTACHED
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SYNOVUS - SEE ATTACHED (FIXED INC FUNDS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SYNOVUS - SEE ATTACHED (EQUITY FUNDS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SYNOVUS - SEE ATTACHED (EQUITY ETF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SYNOVUS - SEE ATTACHED (CORP BOND ETF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SYNOVUS - SEE ATTACHED (MARKETABLE CDS)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd731520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd831520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd931525
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1031520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1131520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1231525
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1331520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1431521

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