Civic Intelligence

The Terrell Foundation

990PF • Fiscal year 2023 • EIN 91-1815091

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 11, 2024

Organization Profile
14807 SE Rivershore DriveVancouver, WA 98683

(360) 892-2831

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

53rd percentile

0.7%

Faster asset growth than 53% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

-2.8%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$123,946

Up $893 (+0.7%) from 2022

Net Assets

Up

$123,946

Up $893 (+0.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin70th percentile

Revenue

Down

$5,678

Down $164 (-2.8%) from 2022

Expenses

Down

$4,785

Down $4,336 (-48%) from 2022

Net Income

Up

$893

Up $4,172 (+127%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$300K$200K$100K$0Assets 2011: $112,059Liabilities 2011: $02011Assets 2012: $112,614Liabilities 2012: $12012Assets 2013: $109,477Liabilities 2013: $0Net Assets 2013: $109,4772013Assets 2014: $115,497Liabilities 2014: $0Net Assets 2014: $115,4972014Assets 2015: $115,591Liabilities 2015: $0Net Assets 2015: $115,5912015Assets 2016: $115,121Liabilities 2016: $0Net Assets 2016: $115,1212016Assets 2017: $115,912Liabilities 2017: $0Net Assets 2017: $115,9122017Assets 2018: $119,709Liabilities 2018: $0Net Assets 2018: $119,7092018Assets 2019: $119,845Liabilities 2019: $0Net Assets 2019: $119,8452019Assets 2020: $119,690Liabilities 2020: $0Net Assets 2020: $119,6902020Assets 2021: $126,332Liabilities 2021: $0Net Assets 2021: $126,3322021Assets 2022: $123,053Liabilities 2022: $0Net Assets 2022: $123,0532022Assets 2023: $123,946Liabilities 2023: $0Net Assets 2023: $123,9462023Assets 2024: $238,266Liabilities 2024: $0Net Assets 2024: $238,2662024

Highlighted filing

2023

Assets$123,946
Liabilities$0
Net Assets$123,946
Open 2023 Filing

Operations Trend

Revenue Growth40th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $3,949Expenses 2011: $7,024Net Income 2011: -$3,0752011Revenue 2012: $10,309Expenses 2012: $9,754Net Income 2012: $5552012Revenue 2013: $4,744Expenses 2013: $7,881Net Income 2013: -$3,1372013Revenue 2014: $14,940Expenses 2014: $8,920Net Income 2014: $6,0202014Revenue 2015: $9,114Expenses 2015: $9,020Net Income 2015: $942015Revenue 2016: $4,816Expenses 2016: $5,286Net Income 2016: -$4702016Revenue 2017: $6,630Expenses 2017: $5,839Net Income 2017: $7912017Revenue 2018: $9,572Expenses 2018: $5,775Net Income 2018: $3,7972018Revenue 2019: $7,736Expenses 2019: $7,600Net Income 2019: $1362019Revenue 2020: $9,418Expenses 2020: $9,573Net Income 2020: -$1552020Revenue 2021: $14,290Expenses 2021: $7,648Net Income 2021: $6,6422021Revenue 2022: $5,842Expenses 2022: $9,121Net Income 2022: -$3,2792022Revenue 2023: $5,678Expenses 2023: $4,785Net Income 2023: $8932023Revenue 2024: $23,931Expenses 2024: $13,357Net Income 2024: $10,5742024

Highlighted filing

2023

Revenue$5,678
Expenses$4,785
Net Income$893
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 11, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD M TERRELLPresident-$0--
CAROL G TERRELLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Terrell Foundation
EIN
91-1815091
Phone
3608922831
Address
14807 SE RIVERSHORE DRIVE, VANCOUVER, WA 98683

Signing Officer

Name
Richard M Terrell
Title
President
Phone
3608922831
Signed
2024-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
5665 SW MEADOWS RD 200, LAKE OSWEGO, OR 97035
Preparer
Jonathan Mcguire CPA
Phone
5036204489
Raw XML Appendix323 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28901 E TRENT AVE SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 820852 211 E 11TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILLWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3VANCOUVER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd299212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd398682
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02200
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03964
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06527
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0287
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0287
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0287
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06814
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0617
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11748
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX FILING FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11748
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD M TERRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03608922831
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TERRELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TERR
ReturnHeader/Filer/EIN0911815091
ReturnHeader/Filer/PhoneNum03608922831
ReturnHeader/Filer/USAddress/AddressLine1Txt014807 SE RIVERSHORE DRIVE
ReturnHeader/Filer/USAddress/CityNm0VANCOUVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098683
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930623286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRICH CPAS AND ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05665 SW MEADOWS RD 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097035
ReturnHeader/PreparerPersonGrp/PhoneNum05036204489
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN MCGUIRE CPA
ReturnHeader/ReturnTs02024-06-12T10:36:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TERRELL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,946
Liabilities
$0
Net assets
$123,946
Revenue
$5,678
Expenses
$4,785
Net income
$893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.24$0.13$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.06$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.14$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.09$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.08$0.08$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.10$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.15$0.09$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.08$0.03
2012Summary only. Only limited summary data is available for this year.$1.13$0.00$0.10$0.10$0.01
2011Summary only. Only limited summary data is available for this year.$1.12$0.00$0.04$0.07$0.03