Civic Intelligence

Terma Foundation

990EZ • Fiscal year 2023 • EIN 94-3342953

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

799 Main StreetHalf 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

89th percentile

0.43x

Higher debt load relative to assets than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.21x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-175%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

5th percentile

-78%

Faster asset growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-39%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$32,195

Down $114,396 (-78%) from 2022

Net Assets

Down

$18,357

Down $112,965 (-86%) from 2022

Liabilities

Down

$13,838

Down $1,431 (-9.4%) from 2022

Revenue

Down

$64,717

Down $41,553 (-39%) from 2022

Expenses

Up

$177,682

Up $123,364 (+227%) from 2022

Net Income

Down

-$112,965

Down $164,917 (-317%) from 2022

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

2023

Assets$32,195
Liabilities$13,838
Net Assets$18,357

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

2023

Revenue$64,717
Expenses$177,682
Net Income-$112,965
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$64,717
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.-$170,863
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR NANCY HARRISPresidentPT$0--
WILDER KNIGHTDirector-$0--
HARRIET BEINFIELDVice Preside-$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, HALF MOON BAY, CA 94019-1996

Signing Officer

Name
Dr Nancy Harris
Title
President
Phone
6507128413
Signed
2024-11-15

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 8

MISC 2,019 TOTAL 2,019

Form 990-ez, Part I, Line 16

Expenses office supplies 135 meetings 149 interest 139 insurance 3,498 bank service charge 275 dues and subscriptions 1,587 internet fees 1,220 utilities 370 travel 317 program expenses 130,180 total 137,870

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 972 972 office furn 0 1,945 less accumulated depreciation 0 1,945 x-ray machine 0 22,000 less accumulated depreciation 0 22,000 dell computer 0 1,123 less accumulated depreciation 0 1,123 x-ray machine 0 42,000 less accumulated depreciation 0 42,000 digital camera 0 1,080 less accumulated depreciation 0 1,080 inspiron 0 1,849 less accumulated depreciation 0 1,849 laptop computer 0 2,301 less accumulated depreciation 0 2,301 office computer 0 423 less accumulated depreciation 0 423 overseas auto 0 20,540 less accumulated depreciation 0 20,540 slide viewer 0 130 less accumulated depreciation 0 130 display monitor 0 259 less accumulated depreciation 0 259 computer 0 819 less accumulated depreciation 0 819 color printer 0 1,562 less accumulated depreciation 0 1,562 digital camera 0 1,128 less accumulated depreciation 0 1,128 dell computer 0 948 less accumulated depreciation 0 948 printer-bejing 0 336 less accumulated depreciation 0 336 computer equip 0 1,088 less accumulated depreciation 0 1,088 computer 0 675 less accumulated depreciation 0 675 computer 0 695 less accumulated depreciation 0 695 security deposits 800 800 total 1,772 1,772

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 15,269 13,838

Raw XML Appendix166 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/CityNm0HALF MOON BAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt086
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0131322
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018357
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR NANCY HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILDER KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HARRIET BEINFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NEIL EISENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01772
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01772
IRS990EZ/OtherExpensesTotalAmt0137870
IRS990EZ/OtherRevenueTotalAmt02019
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE PUBLIC HEALTH & NUTRITION PROGRAMS IN TIBET AND BRAZIL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0170863
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt021238
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015269
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013838
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0177682
IRS990EZ/TotalProgramServiceExpensesAmt0170863
IRS990EZ/TotalRevenueAmt064717
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TERMA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062612
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0106205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt090530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt055233
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt090478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0405058
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt065
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt083
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0294
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt086
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt083
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0294
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt01019
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt01019
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99680
IRS990ScheduleA/PublicSupportPY509Pct00.99940
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062612
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0406371
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC 2,019 TOTAL 2,019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 135 MEETINGS 149 INTEREST 139 INSURANCE 3,498 BANK SERVICE CHARGE 275 DUES AND SUBSCRIPTIONS 1,587 INTERNET FEES 1,220 UTILITIES 370 TRAVEL 317 PROGRAM EXPENSES 130,180 TOTAL 137,870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 972 972 OFFICE FURN 0 1,945 LESS ACCUMULATED DEPRECIATION 0 1,945 X-RAY MACHINE 0 22,000 LESS ACCUMULATED DEPRECIATION 0 22,000 DELL COMPUTER 0 1,123 LESS ACCUMULATED DEPRECIATION 0 1,123 X-RAY MACHINE 0 42,000 LESS ACCUMULATED DEPRECIATION 0 42,000 DIGITAL CAMERA 0 1,080 LESS ACCUMULATED DEPRECIATION 0 1,080 INSPIRON 0 1,849 LESS ACCUMULATED DEPRECIATION 0 1,849 LAPTOP COMPUTER 0 2,301 LESS ACCUMULATED DEPRECIATION 0 2,301 OFFICE COMPUTER 0 423 LESS ACCUMULATED DEPRECIATION 0 423 OVERSEAS AUTO 0 20,540 LESS ACCUMULATED DEPRECIATION 0 20,540 SLIDE VIEWER 0 130 LESS ACCUMULATED DEPRECIATION 0 130 DISPLAY MONITOR 0 259 LESS ACCUMULATED DEPRECIATION 0 259 COMPUTER 0 819 LESS ACCUMULATED DEPRECIATION 0 819 COLOR PRINTER 0 1,562 LESS ACCUMULATED DEPRECIATION 0 1,562 DIGITAL CAMERA 0 1,128 LESS ACCUMULATED DEPRECIATION 0 1,128 DELL COMPUTER 0 948 LESS ACCUMULATED DEPRECIATION 0 948 PRINTER-BEJING 0 336 LESS ACCUMULATED DEPRECIATION 0 336 COMPUTER EQUIP 0 1,088 LESS ACCUMULATED DEPRECIATION 0 1,088 COMPUTER 0 675 LESS ACCUMULATED DEPRECIATION 0 675 COMPUTER 0 695 LESS ACCUMULATED DEPRECIATION 0 695 SECURITY DEPOSITS 800 800 TOTAL 1,772 1,772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 15,269 13,838
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DR NANCY HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06507128413
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TERMA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TERM
ReturnHeader/Filer/EIN0943342953
ReturnHeader/Filer/PhoneNum06507128413
ReturnHeader/Filer/USAddress/AddressLine1Txt0799 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0HALF MOON BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940191996
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0530229586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLDMAN CLEARFIELD & OCAMPO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06230 OLD DOBBIN LANE SUITE 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021045
ReturnHeader/PreparerPersonGrp/PhoneNum04107728090
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J OCAMPO CPA
ReturnHeader/ReturnTs02024-11-14T16:27:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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