Civic Intelligence

Terma Foundation

990EZ • Fiscal year 2018 • EIN 94-3342953

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

799 Main Street No JHalf Moon Bay, CA 94019-1996

(650) 712-8413

Siviq Scores

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

Liabilities / Assets

84th percentile

0.21x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

0.42x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

6th percentile

-69%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-80%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$66,910

Down $23,612 (-26%) from 2017

Net Assets

Down

$52,623

Down $23,718 (-31%) from 2017

Liabilities

Up

$14,287

Up $106 (+0.7%) from 2017

Revenue

Down

$34,353

Down $139,124 (-80%) from 2017

Expenses

Down

$58,071

Down $37,130 (-39%) from 2017

Net Income

Down

-$23,718

Down $101,994 (-130%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2010: $226,941Liabilities 2010: $6,123Net Assets 2010: $220,8182010Assets 2011: $268,328Liabilities 2011: $9,941Net Assets 2011: $258,3872011Assets 2012: $291,092Liabilities 2012: $35,284Net Assets 2012: $255,8082012Assets 2013: $65,207Liabilities 2013: $110,690Net Assets 2013: -$45,4832013Assets 2014: $49,620Liabilities 2014: $45,207Net Assets 2014: $4,4132014Assets 2015: $34,671Liabilities 2015: $23,301Net Assets 2015: $11,3702015Assets 2016: $28,379Liabilities 2016: $30,314Net Assets 2016: -$1,9352016Assets 2017: $90,522Liabilities 2017: $14,181Net Assets 2017: $76,3412017Assets 2018: $66,910Liabilities 2018: $14,287Net Assets 2018: $52,6232018Assets 2019: $73,957Liabilities 2019: $9,959Net Assets 2019: $63,9982019Assets 2020: $56,936Liabilities 2020: $8,820Net Assets 2020: $48,1162020Assets 2021: $95,954Liabilities 2021: $15,059Net Assets 2021: $80,8952021Assets 2022: $146,591Liabilities 2022: $15,269Net Assets 2022: $131,3222022Assets 2023: $32,195Liabilities 2023: $13,838Net Assets 2023: $18,3572023Assets 2024: $13,518Liabilities 2024: $8,328Net Assets 2024: $5,1902024

Highlighted filing

2018

Assets$66,910
Liabilities$14,287
Net Assets$52,623

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $462,6232010Expenses 2011: $327,4932011Revenue 2012: $304,460Expenses 2012: $307,039Net Income 2012: -$2,5792012Revenue 2013: $56,992Expenses 2013: $358,283Net Income 2013: -$301,2912013Revenue 2014: $396,269Expenses 2014: $346,373Net Income 2014: $49,8962014Revenue 2015: $280,116Expenses 2015: $273,159Net Income 2015: $6,9572015Revenue 2016: $79,650Expenses 2016: $92,955Net Income 2016: -$13,3052016Revenue 2017: $173,477Expenses 2017: $95,201Net Income 2017: $78,2762017Revenue 2018: $34,353Expenses 2018: $58,071Net Income 2018: -$23,7182018Revenue 2019: $91,061Expenses 2019: $79,686Net Income 2019: $11,3752019Revenue 2020: $55,264Expenses 2020: $71,146Net Income 2020: -$15,8822020Revenue 2021: $90,559Expenses 2021: $57,780Net Income 2021: $32,7792021Revenue 2022: $106,270Expenses 2022: $54,318Net Income 2022: $51,9522022Revenue 2023: $64,717Expenses 2023: $177,682Net Income 2023: -$112,9652023Revenue 2024: $114,582Expenses 2024: $127,749Net Income 2024: -$13,1672024

Highlighted filing

2018

Revenue$34,353
Expenses$58,071
Net Income-$23,718
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$57,138
Mission and Program Overview

Mission

Provide public health & nutrition programs in tibet and brazil.

Program Services

DescriptionGrantsExpenses
PROVIDE MEDICAL ASSISTANCE AND EDUCATIONAL HEALTH PROGRAMS TO WOMEN, CHILDREN AND THE RURAL POOR IN TIBETAN ETHNIC AREAS WITHIN THE PEOPLE'S REPUBLIC OF CHINA AND BRAZIL.$0$47,308
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY HARRISPresidentFT$0--
WILDER KNIGHTDirector-$0--
HARRIET BEINFIELDVice President-$0--
NEIL EISENBERGTreasurer-$0--
KAREN GREENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Terma Foundation
EIN
94-3342953
Phone
6507128413
Address
799 MAIN STREET NO J, HALF MOON BAY, CA 94019-1996

Signing Officer

Name
Nancy Harris
Title
President
Phone
6507128413
Signed
2019-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Goldman Clearfield & Ocampo Llp
Address
6230 OLD DOBBIN LANE SUITE 180, COLUMBIA, MD 21045
Preparer
Michael J Ocampo CPA
Phone
4107728090
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 36.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 46. Description: other expenses. Amount: 16,816. Total to form 990-ez, line 14: 16,862.

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

Description: travel expense. Amount: 4,802. Description: bank service charges. Amount: 1,721. Description: office expense. Amount: 2,662. Description: office supplies. Amount: 836. Description: insurance. Amount: 3,107. Description: program expense. Amount: 13,530. Total to form 990-ez, line 16: 26,658.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 260. End of year amount: 3,057. Description: deposits. Beg. Of year amount: 800. End of year amount: 800.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 14,181. End of year amount: 14,287.

Raw XML Appendix198 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 36.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 46. DESCRIPTION: OTHER EXPENSES. AMOUNT: 16,816. TOTAL TO FORM 990-EZ, LINE 14: 16,862.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 4,802. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 1,721. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,662. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 836. DESCRIPTION: INSURANCE. AMOUNT: 3,107. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 13,530. TOTAL TO FORM 990-EZ, LINE 16: 26,658.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 260. END OF YEAR AMOUNT: 3,057. DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 800. END OF YEAR AMOUNT: 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 14,181. END OF YEAR AMOUNT: 14,287.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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.
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ReturnHeader/FilingSecurityInformation/IPTm007:20:20
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLDMAN CLEARFIELD & OCAMPO LLP
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ReturnHeader/PreparerPersonGrp/PhoneNum04107728090
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J OCAMPO CPA
ReturnHeader/ReturnTs02019-11-08T14:52:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.14$0.08$0.05$1.15$1.28$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.14$0.18$0.65$1.78$1.13
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.15$1.31$1.06$0.54$0.52
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.15$0.81$0.91$0.58$0.33
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.09$0.48$0.55$0.71$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.10$0.64$0.91$0.80$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.14$0.53$0.34$0.58$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.14$0.76$1.73$0.95$0.78
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.30$0.02$0.80$0.93$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.23$0.11$2.80$2.73$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.45$0.04$3.96$3.46$0.50
2013Detailed filing. Detailed filing data is available for this year.$0.65$1.11$0.45$0.57$3.58$3.01
2012Summary only. Only limited summary data is available for this year.$2.91$0.35$2.56$3.04$3.07$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.10$2.58$3.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.06$2.21$4.63