Civic Intelligence

R B Terry Charitable Foundation Inc.

990T • Fiscal year 2023 • EIN 56-2066238

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

Organization Profile
500 East Green Drive Suite 100High Point, NC 27260

(336) 884-4151

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2011: $137,488,382Liabilities 2011: $46,3182011Assets 2012: $138,420,506Liabilities 2012: $29,619Net Assets 2012: $138,390,8872012Assets 2013: $134,460,358Liabilities 2013: $30,895Net Assets 2013: $134,429,4632013Assets 2014: $132,113,247Liabilities 2014: $22,826Net Assets 2014: $132,090,4212014Assets 2015: $165,634,452Liabilities 2015: $19,892,220Net Assets 2015: $145,742,2322015Assets 2016: $162,955,808Liabilities 2016: $13,172,713Net Assets 2016: $149,783,0952016Assets 2017: $178,981,655Liabilities 2017: $6,435,000Net Assets 2017: $172,546,6552017Assets 2018: $163,080,210Liabilities 2018: $77,000Net Assets 2018: $163,003,2102018Assets 2019: $180,559,177Liabilities 2019: $153,000Net Assets 2019: $180,406,1772019Assets 2020: $207,020,386Liabilities 2020: $225,262Net Assets 2020: $206,795,1242020Assets 2021: $226,821,790Liabilities 2021: $276,421Net Assets 2021: $226,545,3692021Assets 2022: $188,417,977Liabilities 2022: $256,664Net Assets 2022: $188,161,3132022Assets 2023: $197,519,253Liabilities 2023: $147,000Net Assets 2023: $197,372,2532023Assets 2024: $202,473,941Liabilities 2024: $256,569Net Assets 2024: $202,217,3722024

Latest loaded filing

2024

Assets$202,473,941
Liabilities$256,569
Net Assets$202,217,372
Open 2024 Filing

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $33,632,229Expenses 2011: $9,881,689Net Income 2011: $23,750,5402011Expenses 2012: $7,081,4382012Revenue 2013: $3,902,206Expenses 2013: $7,672,569Net Income 2013: -$3,770,3632013Revenue 2014: $6,578,212Expenses 2014: $8,877,829Net Income 2014: -$2,299,6172014Revenue 2015: $9,968,887Expenses 2015: $1,434,475Net Income 2015: $8,534,4122015Revenue 2016: $804,855Expenses 2016: $1,904,483Net Income 2016: -$1,099,6282016Revenue 2017: $5,386,917Expenses 2017: $1,876,110Net Income 2017: $3,510,8072017Revenue 2018: $12,347,982Expenses 2018: $2,307,329Net Income 2018: $10,040,6532018Revenue 2019: $5,175,867Expenses 2019: $8,838,990Net Income 2019: -$3,663,1232019Revenue 2020: $7,372,716Expenses 2020: $8,782,561Net Income 2020: -$1,409,8452020Revenue 2021: $8,117,885Expenses 2021: $10,673,308Net Income 2021: -$2,555,4232021Revenue 2022: $9,006,861Expenses 2022: $9,248,350Net Income 2022: -$241,4892022Revenue 2023: $8,417,528Expenses 2023: $9,675,931Net Income 2023: -$1,258,4032023Revenue 2024: $18,890,772Expenses 2024: $9,761,880Net Income 2024: $9,128,8922024

Latest loaded filing

2024

Revenue$18,890,772
Expenses$9,761,880
Net Income$9,128,892
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Rb Terry Charitable Foundation Inc
EIN
56-2066238
Phone
3368844151
Address
500 EAST GREEN DRIVE SUITE 100, HIGH POINT, NC 27260

Signing Officer

Name
Charles a Alt
Title
Treasurer/director
Phone
3368844151
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Williams Overman Pierce Llp
Address
328 E MARKET STREET SUITE 100, GREENSBORO, NC 27401
Preparer
Maryellen Prance CPA
Phone
3362751686
Raw XML Appendix128 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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IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-1006
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3COMMONFUND CAPITAL PRIVATE EQUITY PARTNE
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IRS990T/BooksInCareOfDetail/PersonNm0KYLE ODOM
IRS990T/BooksInCareOfDetail/PhoneNum03368893422
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0712 N HAMILTON STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0HIGH POINT
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd027262
IRS990T/BookValueAssetsEOYAmt0197588553
IRS990T/CharitableContributionsDedAmt0998
IRS990T/ESPenaltyAmt039
IRS990T/EstimatedTaxPaymentsAmt016600
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IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt019675
IRS990T/OverpaymentSection/OverpaymentAmt019675
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0268872
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IRS990TScheduleA/NetOperatingLossDeductionAmt043918
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IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
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IRS990TScheduleA/TotalOrdinaryGainLossAmt0-11667
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IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
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IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt01886
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IRS990T/TotalPaymentsAmt021600
IRS990T/TotalTaxAmt01886
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IRS990T/TotalUBTIAmt08982
IRS990T/TotalUBTIBeforeNOLSpecificAmt09982
IRS990T/TotalUBTIBeforeSection199AAmt09982
IRS990T/TotalUBTIComputedAmt010980
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES A ALT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03368844151
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
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ReturnHeader/Filer/PhoneNum03368844151
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 EAST GREEN DRIVE SUITE 100
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ReturnHeader/PreparerPersonGrp/PhoneNum03362751686
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-07T13:30:30-06:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$202$0.26$202$18.9$9.76$9.13
2023Detailed filing. Detailed filing data is available for this year.$198$0.15$197$8.42$9.68$1.26
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$188$0.26$188$9.01$9.25$0.24
2021Detailed filing. Detailed filing data is available for this year.$227$0.28$227$8.12$10.7$2.56
2020Detailed filing. Detailed filing data is available for this year.$207$0.23$207$7.37$8.78$1.41
2019Detailed filing. Detailed filing data is available for this year.$181$0.15$180$5.18$8.84$3.66
2018Detailed filing. Detailed filing data is available for this year.$163$0.08$163$12.3$2.31$10.0
2017Detailed filing. Detailed filing data is available for this year.$179$6.44$173$5.39$1.88$3.51
2016Detailed filing. Detailed filing data is available for this year.$163$13.2$150$0.80$1.90$1.10
2015Detailed filing. Detailed filing data is available for this year.$166$19.9$146$9.97$1.43$8.53
2014Detailed filing. Detailed filing data is available for this year.$132$0.02$132$6.58$8.88$2.30
2013Detailed filing. Detailed filing data is available for this year.$134$0.03$134$3.90$7.67$3.77
2012Detailed filing. Detailed filing data is available for this year.$138$0.03$138$7.08
2011Summary only. Only limited summary data is available for this year.$137$0.05$33.6$9.88$23.8