Civic Intelligence

Terry Family Foundation

EIN 77-0526121 • Carmel Valley, CA

10 Quail Canyon LaneCarmel Valley, CA 93924
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

4th percentile

-1030%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-94%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $30,420 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $30,420 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

Down

$2,953

Down $46,232 (-94%) from 2023

Expenses

Down

$33,363

Down $1,734,106 (-98%) from 2023

Net Income

Up

-$30,410

Up $1,687,874 (+98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,183,026Liabilities 2010: $0Net Assets 2010: $1,183,0262010Assets 2011: $1,145,759Liabilities 2011: $0Net Assets 2011: $1,145,7592011Assets 2012: $1,108,683Liabilities 2012: $02012Assets 2013: $1,037,052Liabilities 2013: $35,000Net Assets 2013: $1,002,0522013Assets 2014: $1,001,883Liabilities 2014: $35,000Net Assets 2014: $966,8832014Assets 2015: $1,546,267Liabilities 2015: $35,000Net Assets 2015: $1,511,2672015Assets 2016: $1,581,267Liabilities 2016: $35,000Net Assets 2016: $1,546,2672016Assets 2017: $1,499,513Liabilities 2017: $35,000Net Assets 2017: $1,464,5132017Assets 2019: $972,151Liabilities 2019: $02019Assets 2020: $1,544,519Liabilities 2020: $1Net Assets 2020: $1,544,5192020Assets 2021: $1,466,290Liabilities 2021: $1Net Assets 2021: $1,466,2902021Assets 2022: $1,516,088Liabilities 2022: $1Net Assets 2022: $1,516,0862022Assets 2023: $30,420Liabilities 2023: $0Net Assets 2023: $30,4202023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $41,4282010Expenses 2011: $42,6572011Revenue 2012: $71,216Expenses 2012: $35,956Net Income 2012: $35,2602012Revenue 2013: -$24,688Expenses 2013: $39,739Net Income 2013: -$64,4272013Revenue 2014: $7,712Expenses 2014: $45,330Net Income 2014: -$37,6182014Revenue 2015: $590,275Expenses 2015: $45,891Net Income 2015: $544,3842015Revenue 2016: $81,344Expenses 2016: $43,889Net Income 2016: $37,4552016Revenue 2017: -$7,321Expenses 2017: $74,433Net Income 2017: -$81,7542017Revenue 2019: $303,555Expenses 2019: $80,585Net Income 2019: $222,9702019Revenue 2020: $48,892Expenses 2020: $113,267Net Income 2020: -$64,3752020Revenue 2021: $110,565Expenses 2021: $188,794Net Income 2021: -$78,2292021Revenue 2022: $200,436Expenses 2022: $159,888Net Income 2022: $40,5482022Revenue 2023: $49,185Expenses 2023: $1,767,469Net Income 2023: -$1,718,2842023Revenue 2024: $2,953Expenses 2024: $33,363Net Income 2024: -$30,4102024

Highlighted filing

2024

Revenue$2,953
Expenses$33,363
Net Income-$30,410
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$2,953
Expenses
$33,363
Net income
-$30,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.05$1.77$1.72
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.20$0.16$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.19$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.05$0.11$0.06
2019Summary only. Only limited summary data is available for this year.$0.97$0.00$0.30$0.08$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.04$1.46$0.01$0.07$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.04$1.55$0.08$0.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.04$1.51$0.59$0.05$0.54
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.04$0.97$0.01$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.04$1.00$0.02$0.04$0.06
2012Summary only. Only limited summary data is available for this year.$1.11$0.00$0.07$0.04$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS TERRYPresident-$0--
EDNA TERRYCFO-$0--
MICHAEL TERRYVice President-$0--
JULIE TERRYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Terry Family Foundation
EIN
77-0526121
Phone
8316593221
Address
10 QUAIL CANYON LANE, CARMEL VALLEY, CA 93924

Signing Officer

Name
Edna Terry
Title
CFO
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
LITTLE & COMPANY CPAs
Address
1294 KIFER RD STE 708, SUNNYVALE, CA 94086
Preparer
William L Little
Phone
4082453921
Raw XML Appendix238 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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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05792
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02896
LiquidationExplanationStmt/ExplanationTxt0THE BOARD OF DIRECTORS OF TERRY FAMILY FOUNDATION (THE FOUNDATION) BY UNANIMOUS WRITTEN CONSENT ATTACHED TO THIS FINAL TAX RETURN HAS DETERMINED THAT IT IS IN THE BEST INTEREST OF THE CORPORATION THAT HE CORPORATION BE WOUND UP AND DISSOLVED.THE ONLY RECIPIENT OF THE ASSETS IS A DONOR ADVISED FUND ESTABLISHED AT RENAISSANCE CHARITABLE FOUNDATION, INC (EIN 35-2129262).ATTACHED IS A LIST OF THE ASSETS TRANSFERRED TO RENAISSANCE INCLUDING THE TYPE OF ASSET, DATE OF TRANSFER, DESCRIPTION OF THE ASSETS, FMV, COST OR BASIS, METHOD OF BOOK VALUE AND HOW THE FMV WAS CALCULATED.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0rounding
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02207
TaxesSchedule/TaxesDetail/Amt0488
TaxesSchedule/TaxesDetail/CategoryTxt0UNITED STATES TREASURY
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDNA TERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TERRY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TERR
ReturnHeader/Filer/EIN0770526121
ReturnHeader/Filer/PhoneNum08316593221
ReturnHeader/Filer/USAddress/AddressLine1Txt010 QUAIL CANYON LANE
ReturnHeader/Filer/USAddress/CityNm0CARMEL VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093924
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942425083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LITTLE & COMPANY CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01294 KIFER RD STE 708
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUNNYVALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094086
ReturnHeader/PreparerPersonGrp/PhoneNum04082453921
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM L LITTLE
ReturnHeader/ReturnTs02025-05-05T14:18:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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