The Terry Scholars Fund

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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

2022

Legal Domicile

Principal Officer

Yvonne Moody

Phone

7135520002

Tax Period

2023-01-01 to 2023-12-31

The Terry Scholars Fund, founded in 2022, is a small nonprofit in the Education sector that reported $232K in total revenue in fiscal year 2023. Revenue surged 205% from the prior year, signaling strong growth momentum.

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.

Program Service Accomplishments

Program 1

Expenses: $217,000

To raise funds for and provide financial support to the scholarship program established and maintained by the Terry Foundation.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $227,326

Program Service Revenue $0

Investment Income $5,098

Other Revenue $0

TOTAL REVENUE $232,424

Expense Breakdown

Grants Paid $217,000

Salaries & Benefits $0

Fundraising Expenses $11,968

Program Expenses $217,000

Other Expenses $19,898

TOTAL EXPENSES $236,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$232,424	$76,304	+2.0%
Expenses	$236,898	$59,074	+3.0%
Net Income	$-4,474	$17,230	-1.3%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Meyling L Ortiz	Chair, Director	0.50	Officer Director	$0	$0	$0
Yvonne R Moody	President, Director	1.00	Officer Director	$0	$0	$0
Rhett G Campbell	Director	0.50	Director	$0	$0	$0
Madhura M Kulkami	Director	0.50	Director	$0	$0	$0
Harrison K Pierce	Director	0.50	Director	$0	$0	$0
Blair A Abernathy	Vice President, Treasurer, & Sec.	1.00	Officer	$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	No data	No data	No data	No data
2023	$232,424	$236,898	$12,756	$-4,474