Civic Intelligence

Brian Terry Foundation

990EZ • Fiscal year 2018 • EIN 45-5494445

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 23, 2019

2575 East Camelback Road No 1100Phoenix, AZ 85016

(602) 530-8075

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

6th percentile

-77%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$45,872

Down $35,985 (-44%) from 2017

Net Assets

Down

$45,872

Down $35,985 (-44%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$46,594

Up $10,846 (+30%) from 2017

Expenses

Up

$82,579

Up $3,932 (+5.0%) from 2017

Net Income

Up

-$35,985

Up $6,914 (+16%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $4,643Liabilities 2012: $10,0002012Assets 2013: $30,510Liabilities 2013: $52013Assets 2014: $42,955Liabilities 2014: $2,400Net Assets 2014: $40,5552014Assets 2015: $106,857Liabilities 2015: $0Net Assets 2015: $106,8572015Assets 2016: $125,256Liabilities 2016: $500Net Assets 2016: $124,7562016Assets 2017: $81,857Liabilities 2017: $0Net Assets 2017: $81,8572017Assets 2018: $45,872Liabilities 2018: $0Net Assets 2018: $45,8722018Assets 2019: $46,227Liabilities 2019: $0Net Assets 2019: $46,2272019Assets 2021: $24,751Liabilities 2021: $0Net Assets 2021: $24,7512021

Highlighted filing

2018

Assets$45,872
Liabilities$0
Net Assets$45,872

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $92,783Expenses 2012: $98,140Net Income 2012: -$5,3572012Revenue 2013: $96,004Expenses 2013: $60,142Net Income 2013: $35,8622013Revenue 2014: $61,413Expenses 2014: $51,363Net Income 2014: $10,0502014Revenue 2015: $120,180Expenses 2015: $53,878Net Income 2015: $66,3022015Revenue 2016: $65,200Expenses 2016: $47,301Net Income 2016: $17,8992016Revenue 2017: $35,748Expenses 2017: $78,647Net Income 2017: -$42,8992017Revenue 2018: $46,594Expenses 2018: $82,579Net Income 2018: -$35,9852018Revenue 2019: $34,175Expenses 2019: $33,820Net Income 2019: $3552019Revenue 2021: $60,511Expenses 2021: $66,960Net Income 2021: -$6,4492021

Highlighted filing

2018

Revenue$46,594
Expenses$82,579
Net Income-$35,985
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 23, 2019
Return Version
2018v3.1
Gross Receipts
$51,547
Mission and Program Overview

Mission

The brian terry foundation was established to honor the memory of u.s. Border patrol agent brian terry and to create a living legacy in his name. The foundation will honor brian by providing immediate and ongoing emotional support and financial assistance to u.s. Border patrol agents and the families of those who have been injured or killed in the line of duty. The organization will also establish educational scholarships for college-bound kids who possess the characteristics that best exemplify the type of person brian terry was and for those seeking a degree in criminal justice.the organization will raise public awareness with the flawed atf/doj gun-walking investigation known as operation fast and furious by promoting a message of justice, responsibility and accountability within the federal government.the brian terry foundation will host public events that honor brian's legacy and raise public awareness regarding issues facing border patrol agents and their families.

Program Services

DescriptionGrantsExpenses
PROVIDE IMMEDIATE AND ONGOING EMOTIONAL SUPPORT AND FINANCIAL ASSISTANCE TO US BORDER PATROL AGENTS & THE FAMILIES OF THOSE WHO HAVE BEEN INJURED OR KILLED IN THE LINE OF DUTY.$51,500$51,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT C HEYER IIIChairman-$0--
RALPH TERRYPresident-$0--
MICHELLE TERRY-BALOGHTreasurer-$0--
KELLY WILLISSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf$11,696$10,996$4,953$6,043
Total Events$11,696$10,996$4,953$6,043
Filing and Contact Details

Filer

Filer Name
Brian Terry Foundation
EIN
45-5494445
Phone
6025308075
Address
2575 EAST CAMELBACK ROAD NO 1100, PHOENIX, AZ 85016

Signing Officer

Name
Robert Heyer
Title
Chairman
Phone
6025308075
Signed
2019-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
4722 N 24TH ST STE 300, PHOENIX, AZ 85016
Preparer
AMY A O'LOUGHLIN
Phone
6022646835
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarships (17). Grantee name: scholarships. Property description: cash. Amount given: 51,500.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: credit card fees. Amount: 1,101.

Raw XML Appendix176 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/PersonNm0ROBERT C HEYER III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RALPH TERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE TERRY-BALOGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY WILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01101
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE BRIAN TERRY FOUNDATION WAS ESTABLISHED TO HONOR THE MEMORY OF U.S. BORDER PATROL AGENT BRIAN TERRY AND TO CREATE A LIVING LEGACY IN HIS NAME. THE FOUNDATION WILL HONOR BRIAN BY PROVIDING IMMEDIATE AND ONGOING EMOTIONAL SUPPORT AND FINANCIAL ASSISTANCE TO U.S. BORDER PATROL AGENTS AND THE FAMILIES OF THOSE WHO HAVE BEEN INJURED OR KILLED IN THE LINE OF DUTY. THE ORGANIZATION WILL ALSO ESTABLISH EDUCATIONAL SCHOLARSHIPS FOR COLLEGE-BOUND KIDS WHO POSSESS THE CHARACTERISTICS THAT BEST EXEMPLIFY THE TYPE OF PERSON BRIAN TERRY WAS AND FOR THOSE SEEKING A DEGREE IN CRIMINAL JUSTICE.THE ORGANIZATION WILL RAISE PUBLIC AWARENESS WITH THE FLAWED ATF/DOJ GUN-WALKING INVESTIGATION KNOWN AS OPERATION FAST AND FURIOUS BY PROMOTING A MESSAGE OF JUSTICE, RESPONSIBILITY AND ACCOUNTABILITY WITHIN THE FEDERAL GOVERNMENT.THE BRIAN TERRY FOUNDATION WILL HOST PUBLIC EVENTS THAT HONOR BRIAN'S LEGACY AND RAISE PUBLIC AWARENESS REGARDING ISSUES FACING BORDER PATROL AGENTS AND THEIR FAMILIES.
IRS990EZ/PrintingPublicationsPostageAmt0193
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE IMMEDIATE AND ONGOING EMOTIONAL SUPPORT AND FINANCIAL ASSISTANCE TO US BORDER PATROL AGENTS & THE FAMILIES OF THOSE WHO HAVE BEEN INJURED OR KILLED IN THE LINE OF DUTY.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: SCHOLARSHIPS (17). GRANTEE NAME: SCHOLARSHIPS. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 51,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CREDIT CARD FEES. AMOUNT: 1,101.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06025308075
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRIAN TERRY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BRIA
ReturnHeader/Filer/EIN0455494445
ReturnHeader/Filer/PhoneNum06025308075
ReturnHeader/Filer/USAddress/AddressLine1Txt02575 EAST CAMELBACK ROAD NO 1100
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085016
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.221.96.220
ReturnHeader/FilingSecurityInformation/IPDt02019-08-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm015:16:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341884125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04722 N 24TH ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085016
ReturnHeader/PreparerPersonGrp/PhoneNum06022646835
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY A O'LOUGHLIN
ReturnHeader/ReturnTs02019-09-01T10:50:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings