Civic Intelligence

The Terry Foundation

990PF • Fiscal year 2022 • EIN 31-1551093

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile

Refreshing map…

3336 Richmond Ave 450Houston, TX 77098

(713) 552-0002

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Net Margin

39th percentile

1.3%

Higher net margin than 39% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

29th percentile

$361,455

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2022 filings • $250M-$1B nonprofits • Source year 2022

Asset Growth

58th percentile

0.1%

Faster asset growth than 58% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-59%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$440,209,331

Up $379,456 (+0.1%) from 2021

Net Assets

Up

$440,115,088

Up $285,213 (+0.1%) from 2021

Liabilities

Up

$94,243

Up $94,243 from 2021

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin39th percentile

Revenue

Down

$23,941,988

Down $33,856,724 (-59%) from 2021

Expenses

Down

$23,641,625

Down $207,613 (-0.9%) from 2021

Net Income

Down

$300,363

Down $33,649,111 (-99%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2020: $405,880,401Liabilities 2020: $0Net Assets 2020: $405,880,4012020Assets 2021: $439,829,875Liabilities 2021: $0Net Assets 2021: $439,829,8752021Assets 2022: $440,209,331Liabilities 2022: $94,243Net Assets 2022: $440,115,0882022Assets 2024: $433,055,126Liabilities 2024: $84,230Net Assets 2024: $432,970,8962024

Highlighted filing

2022

Assets$440,209,331
Liabilities$94,243
Net Assets$440,115,088
Open 2022 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2020: $20,877,529Expenses 2020: $27,096,944Net Income 2020: -$6,219,4152020Revenue 2021: $57,798,712Expenses 2021: $23,849,238Net Income 2021: $33,949,4742021Revenue 2022: $23,941,988Expenses 2022: $23,641,625Net Income 2022: $300,3632022Revenue 2024: $30,403,403Expenses 2024: $28,388,044Net Income 2024: $2,015,3592024

Highlighted filing

2022

Revenue$23,941,988
Expenses$23,641,625
Net Income$300,363
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yvonne R MoodyPresident/Executive DirectorFT$330,052$31,403$361,455
Kristin K EschbachAssistant CIOFT$275,587$37,128$312,715
Edward T Cotham JrCIO/DirectorFT$220,135$48,640$268,775
Blair AbernathyTreasurer/Financial DirectorFT$225,155$35,929$261,084
Rhett G CampbellCEO/ChairmanFT$96,500$17,053$113,553
Brian G YarbroughVice Chair/Director-$0--
Brian K CarrollDirector-$0--
Kathryn E FlowersDirector-$0--
Scott A GrassDirector-$0--
Brandy C HortonDirector-$0--
Dr Elizabeth R KeelerDirector-$0--
R Carter Overton IIIDirector-$0--
Kim B PekarDirector-$0--
Bonnie C SoutherlandDirector-$0--
Jeffrey C StichlerDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Scholarships for 152 Terry ScholarsIAustin, TX, US$3,324,800
Paid Grant-Scholarships for 133 Terry ScholarsICollege Station, TX, US$3,142,100
Paid Grant-Scholarships for 52 Terry ScholarsIRichardson, TX, US$1,472,500
Paid Grant-Scholarships for 48 Terry ScholarsIDenton, TX, US$1,105,200
Paid Grant-Scholarships for 47 Terry ScholarsILubbock, TX, US$1,067,350
Paid Grant-Scholarships for 45 Terry ScholarsIHouston, TX, US$1,044,800
Paid Grant-Scholarships for 46 Terry ScholarsISan Antonio, TX, US$1,006,700
Paid Grant-Scholarships for 40 Terry ScholarsIArlington, TX, US$953,400
Paid Grant-Scholarships for 45 Terry ScholarsISan Marcos, TX, US$936,600
Paid Grant-Scholarships for 43 Terry ScholarsIHouston, TX, US$876,500
Paid Grant-Scholarships for 46 Terry ScholarsIEl Paso, TX, US$757,800
Paid Grant-Scholarships for 16 Terry ScholarsIGalveston, TX, US$461,200
Paid Grant-Scholarships for 15 Terry ScholarsIHuntsville, TX, US$322,250
Paid GrantThe Terry Scholars FundStartup costs and administrative expensesPCHouston, TX, US$59,044
Filing and Contact Details

Filer

Filer Name
The Terry Foundation
EIN
31-1551093
Phone
7135520002
Address
3336 Richmond Ave 450, Houston, TX 77098

Signing Officer

Name
Blair Abernathy
Title
Director of Finance
Phone
7135520002
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Kurt Coburn
Phone
7134395739
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The Terry Foundation funds scholarships for incoming freshmen who have graduated from a Texas high school and will attend one of 13 Texas public universities. In order to select students with the greatest potential for success, the Foundation's selection committees focus on candidates with a demonstrated history of involvement in activities, outstanding scholastic achievement and a well-rounded personality marked by a desire to succeed. The Terry Foundation program does not consist merely of issuing checks once a semester; it is a sense of family and community. Scholars are expected to participate in student organizations and to be involved on campus.The Terry Foundation presents Terry Scholar alumni a number of ways to give back to the Foundation through their time and resources to ensure a strong Terry family.The Terry Scholar Alumni Association (TSAA) exists to create opportunities for Alumni and current Terry Scholars to give back to the Terry Foundation and to the state of Texas through relationship-building, mentorship, and personal and professional development. TSAA Chapters promote the advancement of scholarship, the development of leadership, the dedication to service, and the cultivation of a Terry community in their respective areas.The Terry Scholar Alumni Advisory Board (TSAAB) is comprised of Terry Scholar Alumni who have distinguished themselves in their service to the Foundation and to their fellow Terry Scholars. These individuals represent the Foundation at Terry functions, such as banquets and picnics, and participate in discussions about strengthening and supporting the Terry Community.Terry Connect helps current students and alumni utilize this exclusive Terry network to connect with old friends, share job and internship opportunities, meet others in their profession, and more.
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$440,209,331
Liabilities
$94,243
Net assets
$440,115,088
Revenue
$23,941,988
Expenses
$23,641,625
Net income
$300,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$433$0.08$433$30.4$28.4$2.02
2022Detailed filing. Detailed filing data is available for this year.$440$0.09$440$23.9$23.6$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$440$0.00$440$57.8$23.8$33.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$406$0.00$406$20.9$27.1$6.22
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