Civic Intelligence

Terry Scholars Fund

990EZ • Fiscal year 2022 • EIN 88-2349834

May 02, 2022 to Dec 31, 2022 • Filed on Jun 27, 2023

Organization Profileterryfoundation.org/terry-scholars-fund
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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

73rd percentile

23%

Higher net margin than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

$17,230

No earlier filing loaded for comparison.

Net Assets

$17,230

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin73rd percentile

Revenue

$76,304

No earlier filing loaded for comparison.

Expenses

$59,074

No earlier filing loaded for comparison.

Net Income

$17,230

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2022: $17,230Liabilities 2022: $0Net Assets 2022: $17,2302022Assets 2023: $12,756Liabilities 2023: $0Net Assets 2023: $12,7562023Assets 2024: $83,156Liabilities 2024: $0Net Assets 2024: $83,1562024

Highlighted filing

2022

Assets$17,230
Liabilities$0
Net Assets$17,230
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2022: $76,304Expenses 2022: $59,074Net Income 2022: $17,2302022Revenue 2023: $232,424Expenses 2023: $236,898Net Income 2023: -$4,4742023Revenue 2024: $279,891Expenses 2024: $209,491Net Income 2024: $70,4002024

Highlighted filing

2022

Revenue$76,304
Expenses$59,074
Net Income$17,230
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 2, 2022 to Dec 31, 2022
Signed
Jun 27, 2023
Return Version
2022v5.0
Gross Receipts
$76,304
Mission and Program Overview

Mission

The mission of the Terry Scholars Fund is to support the success of the Terry Foundation's mission: to develop future leaders of Texas through access to education.

To raise funds for and provide financial support to the scholarship program established and maintained by the Terry Foundation.

Program Services

DescriptionGrantsExpenses
To raise funds for and provide financial support to the scholarship program established and maintained by the Terry Foundation.$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meyling L OrtizChair, Director-$0--
Yvonne R MoodyPresident, Director-$0--
Blair A AbernathyTreasurer, Secretary-$0--
Laura L SandersAssistant Secretary-$0--
Rhett G CampbellDirector-$0--
Madhura M KulkarniDirector-$0--
Harrison K PierceDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Terry Scholars Fund
EIN
88-2349834
Phone
7135520002
Address
3336 Richmond Ave 450, Houston, TX 77098

Signing Officer

Name
Blair Abernathy
Title
Treasurer & Secretary
Phone
7135520002
Signed
2023-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Kurt Coburn
Phone
7134395739
Supplemental Narrative

Additional Explanations

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

“Description: Online donation processing fees. Amount: 30. Description: Website. Amount: 878. Description: Printing. Amount: 36. Total to Form 990-EZ, line 16: 944.”

Form 990-EZ, Part I, Expenses

“All administrative expenses reported in Part I, except online donation processing fees, were funded by contributions from the Terry Foundation.”

Raw XML Appendix163 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077098
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Meyling L Ortiz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Yvonne R Moody
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Blair A Abernathy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laura L Sanders
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rhett G Campbell
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Harrison K Pierce
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President, Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer, Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Assistant Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0944
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To raise funds for and provide financial support to the scholarship program established and maintained by the Terry Foundation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt059074
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt076304
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Public support information shown in Schedule A, Part II, Column (e) represents the initial year consisting of the eight months of May through December 2022.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II- Explanation of Short Tax Year
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt076304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt076304
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt05312
IRS990ScheduleA/SubstantialContributorsTotAmt070992
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt076304
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt076304
IRS990ScheduleA/TotalSupportAmt076304
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All administrative expenses reported in Part I, except online donation processing fees, were funded by contributions from the Terry Foundation.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
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TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
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ReturnHeader/BusinessOfficerGrp/PhoneNum07135520002
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-27
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ReturnHeader/Filer/BusinessNameControlTxt0TERR
ReturnHeader/Filer/EIN0882349834
ReturnHeader/Filer/PhoneNum07135520002
ReturnHeader/Filer/USAddress/AddressLine1Txt03336 Richmond Ave 450
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077098
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt Coburn
ReturnHeader/ReturnTs02023-06-27T16:11:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Blair
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Abernathy
ReturnHeader/TaxPeriodBeginDt02022-05-02
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$17,230
Liabilities
$0
Net assets
$17,230
Revenue
$76,304
Expenses
$59,074
Net income
$17,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$2.80$2.09$0.70
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$2.32$2.37$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.76$0.59$0.17