THE ROBERT F TERRY JR FOUNDATION

EIN: 201310278 501(c)(3) Philanthropy & Grantmaking

ARLINGTON, MA

Total Revenue
$21,603
Total Expenses
$20,977
Total Assets
$36,111
Net Assets
$30,259
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
MA
Principal Officer
EILEEN TERRY
Phone
6173590555
Tax Period
2024-01-01 to 2024-12-31

THE ROBERT F TERRY JR FOUNDATION, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $22K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year.

Mission

PROVIDE & PROMOTE MEDICAL RESEARCH, TREATMENT & EMOTIONAL CARE FOR CHILDREN SUFFERING FROM PEDIATRIC BRAIN TUMORS & TO PROVIDE AID TO THEIR FAMILIES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $21,603
TOTAL REVENUE $21,603

Expense Breakdown

Grants Paid $15,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $20,977
Other Expenses $5,977
TOTAL EXPENSES $20,977

Year-over-Year Comparison

2024 2023 Change
Revenue $21,603 $26,581 -0.2%
Expenses $20,977 $11,995 +0.7%
Net Income $626 $14,586 -1.0%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
2
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EILEEN TERRY TRUSTEE N/A
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $21,603 $20,977 $36,111 $626
2023 $26,581 $11,995 $35,485 $14,586
2022 $16,573 $14,668 $20,000 $1,905
2021 $25,580 $11,012 $28,142 $14,568
2020 $16,073 $55,938 $13,574 $-39,865
2019 $27,567 $15,070 $53,439 $12,497
2018 $14,159 $7,538 $40,942 $6,621
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