Civic Intelligence

The Terry Scholars Fund

EIN 88-2349834 • 501(c)3 • Houston, TX

Profile

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.

3336 Richmond Ave 450Houston, TX 77098

terryfoundation.org/terry-scholars-fund

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

94th percentile

120%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

91st percentile

92%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$83,156

Up $70,400 (+552%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$83,156

Up $70,400 (+552%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin78th percentile

Revenue

Up

$279,891

Up $47,467 (+20%) from 2023

Expenses

Down

$209,491

Down $27,407 (-12%) from 2023

Net Income

Up

$70,400

Up $74,874 (+1674%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$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

2024

Assets$83,156
Liabilities$0
Net Assets$83,156
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$279,891
Expenses$209,491
Net Income$70,400
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$83,156
Liabilities
$0
Net assets
$83,156
Revenue
$279,891
Expenses
$209,491
Net income
$70,400
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$496,135
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 Terry Foundation scholarship program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,756$83,156▲ $70,400
Cash and Non-Interest-Bearing Accounts$12,756$80,416▲ $67,660
Investments in Publicly Traded Securities-$2,740-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$12,756$83,156▲ $70,400
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,756$83,156▲ $70,400
Total Liabilities and Net Assets / Fund Balance$12,756$83,156▲ $70,400
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Meyling L OrtizChair, Director
Yvonne R MoodyPresident, Director
Blair A AbernathyVice President, Treasurer
Brian G YarbroughDirector
Harrison K PierceDirector
Leigh A DarilekDirector
Madhura M KulkarniDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$269,932
Program Service Revenue
$0
Investment Income
$9,959
Other Revenue
$0
All Other Contributions
$269,932
Change in Net Assets
$70,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$200,000
Other Expenses$9,491
Total Fundraising Expense$6,243
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$200,000--$200,000
Office Expenses--$4,566$4,566
Fees for Services Accounting-$2,900-$2,900
Other Expenses--$1,066$1,066
Information Technology--$611$611
Fees for Services Legal-$348-$348
Total Functional Expenses$200,000$3,248$6,243$209,491
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Terry FoundationHouston, TX501(c)(3)Support for scholarship program$200,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The tax return is shared wtih the Board of Directors and discussed prior to filing with the IRS.”

Form 990, Part VI, Section B, line 12C

“The audit committee reviews the conflict of interest forms annually and follows the policy guidelines for enforcement when conflicts exist.”

Form 990, Part VI, Section C, line 19

“The documents are available upon request.”

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
Vice President
Phone
7135520002
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yvonne Moody
Formed
2022
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part IX, Expenses:

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

Raw XML Appendix342 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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Terry Foundation
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The tax return is shared wtih the Board of Directors and discussed prior to filing with the IRS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All administrative and fundraising expenses reported in Part IX, except online donation processing fees, were funded by contributions from the Terry Foundation.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
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IRS990/USAddress/AddressLine1Txt03336 Richmond Ave 450
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077098
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0terryfoundation.org/terry-scholars-fund/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Blair Abernathy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum07135520002
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Terry Scholars Fund
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt Coburn
ReturnHeader/ReturnTs02025-11-17T08:32:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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