Julia Terrill Thomas Foundation Inc

Julia Terrill Thomas Foundation consistently spends more than it earns, drawing down assets.

EIN: 202354370 · Sea Island, GA · NTEE: T22 · Updated: 2026-03-28

$2.4MRevenue
$12.0MAssets
75/100Mission Score (Good)
T22
Julia Terrill Thomas Foundation Inc Financial Summary
MetricValue
Total Revenue$2.4M
Total Expenses$1.3M
Program Spending80%
Net Assets$12.6M
Transparency Score75/100

Is Julia Terrill Thomas Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Julia Terrill Thomas Foundation Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Julia Terrill Thomas Foundation Inc

Julia Terrill Thomas Foundation Inc (EIN: 202354370) is a nonprofit organization based in Sea Island, GA, classified under NTEE code T22. The organization reported total revenue of $2.4M and total assets of $12.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Julia Terrill Thomas Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
Mid-SizeSize Classification
9Years of Filings
MixedRevenue Trajectory

Julia Terrill Thomas Foundation Inc is a mid-size nonprofit that has been operating for 19 years, with 9 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of 28.8%.

Key Financial Metrics (2022)

From the most recent IRS 990 filing on record:

Total Revenue$833K
Total Expenses$1.3M
Surplus / Deficit$-419,389
Total Assets$12.6M
Total Liabilities$52
Net Assets$12.6M
Operating Margin-50.3%
Debt-to-Asset Ratio0.0%
Months of Reserves120.3 months

Financial Health Grade: B

In 2022, Julia Terrill Thomas Foundation Inc reported a deficit of $419K with expenses exceeding revenue, holds 120.3 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 9 years of filings (2011–2022), Julia Terrill Thomas Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 28.8%.

YearRevenue ChangeExpense ChangeAsset Change
2022-4.3%+16.8%-3.2%
2021+32.8%+2.3%-1.5%
2020+11.8%+9.0%-2.9%
2019-6.8%-4.4%-9.3%
2015-55.4%+23.0%-2.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Julia Terrill Thomas Foundation Inc. demonstrates a consistent pattern of spending more than its annual revenue, as evidenced by its 2022 expenses of $1,252,358 against revenue of $832,969, and similar trends in prior years. This has led to a gradual decline in its asset base, from a peak of $15,336,079 in 2014 to $12,025,675 currently. While the organization maintains a substantial asset base relative to its annual expenses, indicating long-term stability, the consistent deficit spending warrants attention. The foundation's transparency is high regarding executive compensation, reporting 0% officer compensation across all available filings, which is a positive indicator of resource allocation directly to its mission. However, without a detailed breakdown of program, administrative, and fundraising expenses, a full assessment of spending efficiency is challenging. The foundation's financial health appears stable due to its significant assets, but the trend of declining assets due to expenses exceeding revenue is a concern for long-term sustainability if not addressed. The lack of officer compensation is a strong point for donor confidence regarding executive pay. To further enhance transparency and allow for a more precise evaluation of spending efficiency, a more granular breakdown of expenses would be beneficial.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Julia Terrill Thomas Foundation Inc with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 15%
  • programs: 80%
  • fundraising: 5%

According to IRS 990 filings, Julia Terrill Thomas Foundation Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2022)

From the most recent IRS 990 filing on record:

$833KTotal Revenue
$1.3MTotal Expenses
$12.6MTotal Assets
$52Total Liabilities
$12.6MNet Assets
  • The organization reported a deficit of $419K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no officers or directors received compensation from the organization, which is highly favorable for resource allocation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Julia Terrill Thomas Foundation Inc's IRS 990 filings:

  • Consistent deficit spending (expenses exceeding revenue) across multiple years, leading to asset decline.
  • Lack of detailed expense breakdown (program, admin, fundraising) in provided data makes full efficiency assessment difficult.

Strengths

The following positive indicators were identified for Julia Terrill Thomas Foundation Inc:

  • Significant asset base ($12,025,675) provides financial stability despite deficit spending.
  • 0% officer compensation reported across all filings, indicating efficient use of funds for mission rather than executive salaries.
  • Long filing history (9 filings) demonstrates consistent reporting and transparency.

Frequently Asked Questions about Julia Terrill Thomas Foundation Inc

Is Julia Terrill Thomas Foundation Inc a legitimate charity?

Julia Terrill Thomas Foundation Inc (EIN: 202354370) is a registered tax-exempt nonprofit based in Georgia. Our AI analysis gives it a Mission Score of 75/100. It has 9 years of IRS 990 filings on record. Total revenue: $2.4M. 2 red flags identified. 3 strengths noted. Financial health grade: B.

How does Julia Terrill Thomas Foundation Inc spend its money?

Julia Terrill Thomas Foundation Inc directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Julia Terrill Thomas Foundation Inc tax-deductible?

Julia Terrill Thomas Foundation Inc is registered as a tax-exempt nonprofit (EIN: 202354370). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Julia Terrill Thomas Foundation Inc's spending goes to programs?

Julia Terrill Thomas Foundation Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Julia Terrill Thomas Foundation Inc compare to similar nonprofits?

With a transparency score of 75/100 (Good), Julia Terrill Thomas Foundation Inc is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Julia Terrill Thomas Foundation Inc located?

Julia Terrill Thomas Foundation Inc is headquartered in Sea Island, Georgia and files with the IRS under EIN 202354370. It is classified under NTEE code T22.

How many years of IRS 990 filings does Julia Terrill Thomas Foundation Inc have?

Julia Terrill Thomas Foundation Inc has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.4M in total revenue.

Is Julia Terrill Thomas Foundation Inc. financially sustainable given its spending patterns?

While the foundation has a substantial asset base of $12,025,675, its consistent trend of expenses exceeding revenue (e.g., $1,252,358 in expenses vs. $832,969 in revenue in 2022) suggests a long-term sustainability challenge if this pattern continues without significant revenue growth or expense reduction.

How does the lack of officer compensation impact the organization?

The reported 0% officer compensation across all filings is a strong positive, indicating that resources are not being diverted to executive salaries and are presumably directed towards the foundation's mission or asset preservation.

What is the trend in the foundation's assets?

The foundation's assets have been on a declining trend, from a high of $15,336,079 in 2014 to $12,025,675 currently, primarily due to consistent deficit spending where expenses have outpaced revenue.

Filing History

IRS 990 filing history for Julia Terrill Thomas Foundation Inc showing financial trends over 9 years of public records:

Over 9 years of IRS 990 filings (2011–2022), Julia Terrill Thomas Foundation Inc's revenue has grown by 1520.9%, moving from $51K to $833K. Total assets increased by 1528.4% over the same period, from $771K to $12.6M. Total functional expenses rose by 1975.9%, from $60K to $1.3M. In its most recent filing year (2022), Julia Terrill Thomas Foundation Inc reported a deficit of $419K, with expenses exceeding revenue. The organization holds $52 in liabilities against $12.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $12.6M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2022 $833K $1.3M $12.6M $52 View 990
2021 $870K $1.1M $13.0M $52 View 990
2020 $655K $1.0M $13.2M $1 View 990
2019 $586K $962K $13.6M $1
2015 $629K $1.0M $15.0M $1 View 990
2014 $1.4M $818K $15.3M $786 View 990
2013 $3.7M $492K $14.7M $739 View 990
2012 $11.3M $575K $11.5M $9K View 990
2011 $51K $60K $771K $0 View 990

Year-by-Year Financial Summary

  • 2022: Revenue of $833K, expenses of $1.3M, and assets of $12.6M (revenue -4.3% year-over-year).
  • 2021: Revenue of $870K, expenses of $1.1M, and assets of $13.0M (revenue +32.8% year-over-year).
  • 2020: Revenue of $655K, expenses of $1.0M, and assets of $13.2M (revenue +11.8% year-over-year).
  • 2019: Revenue of $586K, expenses of $962K, and assets of $13.6M (revenue -6.8% year-over-year).
  • 2015: Revenue of $629K, expenses of $1.0M, and assets of $15.0M (revenue -55.4% year-over-year).
  • 2014: Revenue of $1.4M, expenses of $818K, and assets of $15.3M (revenue -62.2% year-over-year).
  • 2013: Revenue of $3.7M, expenses of $492K, and assets of $14.7M (revenue -67.1% year-over-year).
  • 2012: Revenue of $11.3M, expenses of $575K, and assets of $11.5M (revenue +21916.4% year-over-year).
  • 2011: Revenue of $51K, expenses of $60K, and assets of $771K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Julia Terrill Thomas Foundation Inc:

2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Julia Terrill Thomas Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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