The Grail FY2021 filing

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Programming & education in social justice, international understanding, spirituality, and women's leadership. Educational programs, arts programs, land conservation efforts, and organic gardens.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$65K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $598K a year · 46% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$65K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
13 mo
of spending, in cash
Plus $5.9M in investments, Pt X · Ln 11–13
Looks good: 12.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $24
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$52K
0.5% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$720K
-3% vs prior year
Spent
$653K
To programs
78%
Net assets
$10.5M
By yearFY2020–FY2024
Revenue
$720K
FY2021▼ -3%
Tap a bar for its year
Revenue by fiscal year
FY2020$746K
FY2021$720K
FY2022$499K
FY2023$329K
FY2024$4.3M
Expenses
$653K
FY2021▼ -15%
Tap a bar for its year
Expenses by fiscal year
FY2020$767K
FY2021$653K
FY2022$681K
FY2023$686K
FY2024$787K
Net assets
$10.5M
FY2021▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$9.8M
FY2021$10.5M
FY2022$9.1M
FY2023$9.2M
FY2024$12.7M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2003.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $507K Management & general 21% · $134K Fundraising 2% · $12K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $65K paid to officers and key staff.

Part VII, Section A · reportable compensation
$65,000Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Co-Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Terrie Puckett’s $85K as Director is at the 21st percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Terrie Puckett$84,615$65,000$65,000$65,000$67,500

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Grail executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers programs in social justice, international understanding, spirituality, women's leadership, arts, land conservation, and organic gardens.

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3 programs · $507K · in their own filed words · FY2021
01

Education Outreach (national/Local) in Teams

Task forces and regional groups around the country, including california, louisiana, massachusetts, michigan, nyc metro region, philadelphia and others. Task forces, teams, & special projects concerning membership development, spiritual search and understanding global justice, environmental sustainability & arts.

$258Kprogram expense
02

Grailville

Loveland, oh - provides educational programs, arts programs, EARTH/LAND programs, and the promotion of land conservation. Facilities also available to organizations with similar missions for workshops and programs.

$149Kprogram expense
03

Cornwall-On-Hudson, New York

Facilities available to organizations with similar missions for workshops and programs.

$100Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$24

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$720K
Ln 12
Gifts and grantsLn 1h$325K
Investment incomeLn 3$247K
Other incomeLn 4–11$79K
Money outPt IX
$653K
Ln 25
Programscol B$507K
Managementcol C$134K
Fundraisingcol D$12K
Owns and owesPt X
$10.5M
net assets · Ln 32
Cash and savingsLn 1–2$703K
Total assetsLn 16$10.5M
LiabilitiesLn 26$52K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$325K
Fees for servicesLn 2g$68K
Investment incomeLn 3$247K
Other incomeLn 4–11$79K
Total revenueLn 12$720K
Assets in detailPt X, end of year
CashLn 1$55K
SavingsLn 2$648K
Cash and savings togetherLn 1–2$703K
InvestmentsLn 11–13$5.9M
Land, buildings, equipmentLn 10c$3.9M
Total assetsLn 16$10.5M
LiabilitiesLn 26$52K
Net assetsLn 32$10.5M
OperationsPt I, VI
EmployeesI 57
VolunteersI 6248
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Grants to other countriesSch F Pt II–III$43K
EndowmentSch D · Pt V
LineFY21FY20FY19FY18FY17
End of yearLn 1g$1.2M$1.1M$964K$895K$1.1M
Given inLn 1b$501
SpentLn 1d–1f$44K$53K$83K$138K$80K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$751K$703K
InvestmentsLn 11–13$5.2M$5.9M
Land, buildings, equipmentLn 10c$3.9M$3.9M
Total assetsLn 16$10.0M$10.5M
LiabilitiesLn 26$105K$52K
Net assetsLn 32$9.8M$10.5M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants and assistance to foreign recipientsLn 3$53K$53K
Benefits paid to or for membersLn 4$86K$86K
Other salaries and wagesLn 7$140K$106K$30K$4K
Other employee benefitsLn 9$18K$225$18K
Payroll taxesLn 10$10K$8K$2K$279
Legal feesLn 11b$10K$10K
Accounting feesLn 11c$13K$13K
Investment management feesLn 11f$31K$31K
Other fees for servicesLn 11g$48K$37K$11K
Advertising and promotionLn 12$258$220$38
Information technologyLn 14$10K$4K$2K$4K
OccupancyLn 16$72K$62K$10K
TravelLn 17$1K$704$522
Depreciation, depletion and amortizationLn 22$104K$85K$16K$3K
InsuranceLn 23$31K$25K$6K
Other expenses (24a–d)Ln 24$23K$7K$16K
All other expensesLn 24e$1K$1K$221
Total functional expensesLn 25$653K$507K$134K$12K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 15, 2025 $4.3M$787K$3.5M$12.7M 990 PDF
FY2023Filed with the IRS Nov 13, 2024 $329K$686K−$357K$9.2M 990 PDF
FY2022Filed with the IRS Nov 12, 2023 $499K$681K−$182K$9.1M 990 PDF
FY2021 ViewingFiled with the IRS Nov 11, 2022 $720K$653K$67K$10.5M 990 PDF
FY2020Filed with the IRS Jan 20, 2022 $746K$767K−$22K$9.8M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support F · Foreign O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $719,640 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $452,531$325,460
I-9 Program service revenuePrior year $36,231$68,413
I-10 Investment incomePrior year $153,377$246,875
I-11 Other revenuePrior year $103,414$78,892
I-12 Total revenuePrior year $745,553$719,640
I-13 Grants and similar amounts paidPrior year $160,799$52,900
I-14 Benefits paid to membersPrior year $96,903$86,477
I-15 Salaries and benefitsPrior year $182,568$168,756
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $326,829$344,504
I-18 Total expensesPrior year $767,099$652,637
I-19 Revenue less expensesPrior year −$21,546$67,003
Part VI · Governance 6 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $719,640 across 6 lines filed
VIII-1f All other contributions, gifts and grants$325,460
VIII-1h Total contributions, gifts and grants$325,460
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $68,413$68,413
VIII-3 Investment incomeExcluded from tax $246,875$246,875
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $78,892$78,892
VIII-12 Total revenueRelated to mission $147,305 · Unrelated business $0 · Excluded from tax $246,875$719,640
Part IX · Statement of functional expenses $652,637 across 17 lines filed
IX-3 Grants and assistance to foreign recipientsPrograms $52,900$52,900
IX-4 Benefits paid to or for membersPrograms $86,477$86,477
IX-7 Other salaries and wagesPrograms $106,259 · Management $29,697 · Fundraising $4,021$139,977
IX-9 Other employee benefitsPrograms $225 · Management $18,191$18,416
IX-10 Payroll taxesPrograms $7,814 · Management $2,270 · Fundraising $279$10,363
IX-11b Legal feesManagement $9,710$9,710
IX-11c Accounting feesManagement $12,772$12,772
IX-11f Investment management feesPrograms $31,486$31,486
IX-11g Other fees for servicesPrograms $36,775 · Management $11,256$48,031
IX-12 Advertising and promotionPrograms $220 · Management $38$258
IX-14 Information technologyPrograms $3,668 · Management $1,995 · Fundraising $4,224$9,887
IX-16 OccupancyPrograms $61,681 · Management $10,483$72,164
IX-17 TravelPrograms $704 · Management $522$1,226
IX-22 Depreciation, depletion and amortizationPrograms $85,370 · Management $15,617 · Fundraising $3,123$104,110
IX-23 InsurancePrograms $25,302 · Management $5,628$30,930
IX-24 Other expenses (24a–d)Programs $7,007 · Management $15,652$22,659
IX-24e All other expensesPrograms $1,050 · Management $221$1,271
IX-25 Total functional expensesPrograms $506,938 · Management $134,052 · Fundraising $11,647$652,637
Part X · Balance sheet $10,547,566 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $54,640$55,031
X-2 Savings and temporary cash investmentsStart of year $696,277$647,516
X-3 Pledges and grants receivableStart of year $15,988$0
X-4 Accounts receivableStart of year $3,532$4,271
X-9 Prepaid expenses and deferred chargesStart of year $11,710$1,330
X-10c Land, buildings and equipment, netStart of year $3,939,417$3,890,021
X-11 Publicly traded securitiesStart of year $5,212,538$5,949,397
X-16 Total assetsStart of year $9,954,102$10,547,566
X-17 Accounts payable and accrued expensesStart of year $55,010$18,626
X-19 Deferred revenueStart of year $3,972$3,672
X-25 Other liabilitiesStart of year $9,170$9,170
X-26 Total liabilitiesStart of year $105,083$51,612
X-27 Net assets without donor restrictionsStart of year $9,231,306$9,850,846
X-28 Net assets with donor restrictionsStart of year $617,713$645,108
X-32 Total net assets or fund balancesStart of year $9,849,019$10,495,954
X-33 Total liabilities and net assetsStart of year $9,954,102$10,547,566
Part XI · Reconciliation of net assets $10,495,954 net assets at year end
XI-1 Total revenue$719,640
XI-2 Total expenses$652,637
XI-3 Revenue less expenses$67,003
XI-4 Net assets at start of year$9,849,019
XI-5 Net unrealized gains (losses) on investments$579,932
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$10,495,954

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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