Civic Intelligence

Blanche G Terry Educational Trust

990PF • Fiscal year 2024 • EIN 75-6173637

Jun 01, 2023 to May 31, 2024 • Filed on Jul 12, 2024

Organization Profile
PO Box 820Henderson, TX 75653

(903) 874-1700

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-169%

Higher net margin than 3% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$7,308

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 49.2% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

26th percentile

-3.9%

Faster asset growth than 26% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-78%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$631,517

Down $25,468 (-3.9%) from 2023

Net Assets

Down

$631,517

Down $25,131 (-3.8%) from 2023

Liabilities

Down

$0

Down $337 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin3rd percentile

Revenue

Down

$14,855

Down $52,025 (-78%) from 2023

Expenses

Down

$39,986

Down $3,944 (-9.0%) from 2023

Net Income

Down

-$25,131

Down $48,081 (-210%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$800K$600K$400K$200K$0Assets 2012: $559,662Liabilities 2012: $02012Assets 2013: $662,218Liabilities 2013: $02013Assets 2014: $661,420Liabilities 2014: $02014Assets 2015: $663,265Liabilities 2015: $02015Assets 2016: $669,926Liabilities 2016: $02016Assets 2020: $606,944Liabilities 2020: $02020Assets 2021: $645,431Liabilities 2021: $0Net Assets 2021: $645,4312021Assets 2022: $633,698Liabilities 2022: $0Net Assets 2022: $633,6982022Assets 2023: $656,985Liabilities 2023: $337Net Assets 2023: $656,6482023Assets 2024: $631,517Liabilities 2024: $0Net Assets 2024: $631,5172024Assets 2025: $615,618Liabilities 2025: $0Net Assets 2025: $615,6182025

Highlighted filing

2024

Assets$631,517
Liabilities$0
Net Assets$631,517
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $18,061Expenses 2012: $34,563Net Income 2012: -$16,5022012Revenue 2013: $144,023Expenses 2013: $41,123Net Income 2013: $102,9002013Revenue 2014: $39,971Expenses 2014: $40,769Net Income 2014: -$7982014Revenue 2015: $45,284Expenses 2015: $43,439Net Income 2015: $1,8452015Revenue 2016: $50,620Expenses 2016: $43,959Net Income 2016: $6,6612016Revenue 2020: $17,249Expenses 2020: $48,175Net Income 2020: -$30,9262020Revenue 2021: $74,528Expenses 2021: $36,041Net Income 2021: $38,4872021Revenue 2022: $31,988Expenses 2022: $43,721Net Income 2022: -$11,7332022Revenue 2023: $66,880Expenses 2023: $43,930Net Income 2023: $22,9502023Revenue 2024: $14,855Expenses 2024: $39,986Net Income 2024: -$25,1312024Revenue 2025: $23,848Expenses 2025: $39,310Net Income 2025: -$15,4622025

Highlighted filing

2024

Revenue$14,855
Expenses$39,986
Net Income-$25,131
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Jul 12, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VERABANKTrustee-$7,308-$7,308
Filing and Contact Details

Filer

Filer Name
Blanche G Terry Educational Trust
EIN
75-6173637
Phone
9038741700
Address
PO BOX 820, HENDERSON, TX 75653

Signing Officer

Name
Verabank
Title
Trustee
Phone
9038741700
Signed
2024-07-12
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Marx & Bohl Pc
Address
119 N MAIN ST, CORSICANA, TX 75110
Preparer
Frank Marx Iii
Phone
9038722571
Raw XML Appendix359 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DIMENSIONAL ETF TRUST US CORE EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FLEXSHARES TR QUALITY DIV INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VANGUARD INDEX FUNDS GROWTH EFT
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0337
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0656985
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0631517
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0656648
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0631517
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0674414
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015557
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0658437
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010116
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0420
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt033215
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0664298
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0674414
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0VERABANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HENDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075653
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt032473
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt032473
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0VERABANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 820
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HENDERSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075653
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09038741700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SCHOLARSHIP APPLICATION FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CAROL THOMPSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09038752300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0400 W COLLIN STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CORSICANA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd075110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NAVARRO COUNTY, TEXAS RESIDENTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 15 ANNUALLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt031000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HENDERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075653
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03047
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029426
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033036
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032473
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt029989
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029426
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02
TaxesSchedule/TaxesDetail/Amt0853
TaxesSchedule/TaxesDetail/CategoryTxt0990 PF
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VERABANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09038741700
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLANCHE G TERRY EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O VERABANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0BLAN
ReturnHeader/Filer/EIN0756173637
ReturnHeader/Filer/PhoneNum09038741700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 820
ReturnHeader/Filer/USAddress/CityNm0HENDERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075653
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752253424
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON MARX & BOHL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0119 N MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORSICANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075110
ReturnHeader/PreparerPersonGrp/PhoneNum09038722571
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK MARX III
ReturnHeader/ReturnTs02024-07-22T15:21:52-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VERA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$631,517
Liabilities
$0
Net assets
$631,517
Revenue
$14,855
Expenses
$39,986
Net income
-$25,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.24$0.39$0.15
2024Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.15$0.40$0.25
2023Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.67$0.44$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.32$0.44$0.12
2021Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.75$0.36$0.38
2020Summary only. Only limited summary data is available for this year.$6.07$0.00$0.17$0.48$0.31
2016Summary only. Only limited summary data is available for this year.$6.70$0.00$0.51$0.44$0.07
2015Summary only. Only limited summary data is available for this year.$6.63$0.00$0.45$0.43$0.02
2014Summary only. Only limited summary data is available for this year.$6.61$0.00$0.40$0.41$0.01
2013Summary only. Only limited summary data is available for this year.$6.62$0.00$1.44$0.41$1.03
2012Summary only. Only limited summary data is available for this year.$5.60$0.00$0.18$0.35$0.17