T E R I INC FY2023 filing

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Serve Developmentally Disabled and their families in a wide array of program settings.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$710K 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

FY2023 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $3.9M a year · 13% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$710K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Looks good: 3.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
15
named funders · $853K
Looks good: 15 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$7.4M
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 6 voting members
Looks good: 4 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
$28.9M
+11% vs prior year
Spent
$23.7M
To programs
80%
Net assets
$31.9M
By yearFY2020–FY2025
Revenue
$28.9M
FY2023▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2020$30.5M
FY2021$24.1M
FY2022$26.0M
FY2023$28.9M
FY2024$29.6M
FY2025$36.2M
Expenses
$23.7M
FY2023▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$22.3M
FY2021$21.4M
FY2022$23.0M
FY2023$23.7M
FY2024$28.9M
FY2025$32.6M
Net assets
$31.9M
FY2023▲ +20%
Tap a bar for its year
Net assets by fiscal year
FY2020$20.9M
FY2021$23.6M
FY2022$26.6M
FY2023$31.9M
FY2024$32.6M
FY2025$36.2M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1996.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $19.0M Management & general 17% · $4.0M Fundraising 3% · $689K

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; $710K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
President & CEO
$202,338Pt VII · Sec A
$148,437Pt VII · Sec A
Secretary/COO
$129,758Pt VII · Sec A
Dir. of Education/Clinical Services
$127,074Pt VII · Sec A
Member/CIO
$101,960Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Cheryl Kilmer’s $210K as President & CEO is at the 51st percentile of top reported officer pay among 224 $10–100M religion 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 · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2020
Cheryl Kilmer$209,834$203,891$202,338$164,825$160,000
Joseph Michalowski$178,791$171,540$148,437$148,376$118,926
William Mara$160,105$153,624$129,758$129,793$100,576
Krysti Dezonia$159,264$152,060$127,074$125,734$95,835
Daniel Desaegher$129,953$118,005———
Justin Kauffman$122,801$105,118$101,960$99,825$93,539
John McCarthy$102,653————
Danielle Aguas$100,663————

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 T E R I INC executive salaries →

19 open jobs right now. See them →

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports developmentally disabled individuals and their families through diverse programs.

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3 programs · $19.0M · in their own filed words · FY2022
01

Provide Day Program, Transportation, Respite, Vocational, and Equestrian Programs, to more than 600 individuals with autism and developmental disabilities, and their families.

$8.7Mprogram expense
02

Provide group homes to 71 individuals with disabilities.

$7.4Mprogram expense
03

Provide two Non-Public Schools to more than 60 children with autism and developmental disabilities.

$2.9Mprogram 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 · FY2024
See all 15 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$28.9M
Ln 12
Fees for servicesLn 2g$20.9M
Other incomeLn 4–11$6.4M
Gifts and grantsLn 1h$1.5M
Money outPt IX
$23.7M
Ln 25
Programscol B$19.0M
Managementcol C$4.0M
Fundraisingcol D$689K
Owns and owesPt X
$31.9M
net assets · Ln 32
Cash and savingsLn 1–2$6.6M
Total assetsLn 16$39.3M
LiabilitiesLn 26$7.4M
PeoplePt VI, VII
9
listed · VII A
PaidVII A5
Voting boardVI 1a6
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Government grantsLn 1e$100K
Noncash giftsLn 1g$24K
Fees for servicesLn 2g$20.9M
Investment incomeLn 3$113K
Other incomeLn 4–11$6.4M
Gains on assetsLn 7$3K
Total revenueLn 12$28.9M
Assets in detailPt X, end of year
CashLn 1$3.9M
SavingsLn 2$2.7M
Cash and savings togetherLn 1–2$6.6M
InvestmentsLn 11–13$13K
Land, buildings, equipmentLn 10c$12.2M
Other assetsLn 15$10.6M
Total assetsLn 16$39.3M
LiabilitiesLn 26$7.4M
Net assetsLn 32$31.9M
OperationsPt I, VI
EmployeesI 5625
VolunteersI 6192
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY23FY22FY21FY20FY19
End of yearLn 1g$318K$315K$309K$19K$17K
Given inLn 1b$21K$27K$421K
SpentLn 1d–1f$21K$21K$135K$100$100
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$6.1M$6.6M
InvestmentsLn 11–13$11K$13K
Land, buildings, equipmentLn 10c$12.8M$12.2M
Total assetsLn 16$33.8M$39.3M
LiabilitiesLn 26$7.2M$7.4M
Net assetsLn 32$26.6M$31.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$710K$127K$582K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$13.4M$11.9M$1.2M$291K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$1.5M$1.1M$426K$16K
Payroll taxesLn 10$1.0M$892K$133K$20K
Management feesLn 11a$0
Legal feesLn 11b$132K$132K
Accounting feesLn 11c$21K$21K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$129K$129K
Investment management feesLn 11f$0
Other fees for servicesLn 11g$426K$291K$112K$23K
Advertising and promotionLn 12$109K$52K$48K$9K
Office expensesLn 13$129K$47K$65K$17K
Information technologyLn 14$461K$136K$293K$32K
RoyaltiesLn 15$0
OccupancyLn 16$1.5M$1.3M$125K$30K
TravelLn 17$608K$537K$68K$3K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$80K$19K$54K$7K
InterestLn 20$81K$43K$35K$2K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$805K$648K$93K$64K
InsuranceLn 23$240K$134K$103K$3K
Other expenses (24a–d)Ln 24$2.2M$1.7M$483K$42K
All other expensesLn 24e$69K$62K$7K$436
Total functional expensesLn 25$23.7M$19.0M$4.0M$689K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 8, 2026 $36.2M$32.6M$3.6M$36.2M 990 PDF
FY2024Filed with the IRS May 15, 2025 $29.6M$28.9M$700K$32.6M 990 PDF
FY2023 ViewingFiled with the IRS May 15, 2024 $28.9M$23.7M$5.2M$31.9M 990 PDF
FY2022Filed with the IRS Oct 13, 2023 $26.0M$23.0M$3.1M$26.6M 990 PDF
FY2021Filed with the IRS May 13, 2022 $24.1M$21.4M$2.7M$23.6M 990 PDF
FY2020Filed with the IRS May 17, 2021 $30.5M$22.3M$8.1M$20.9M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $28,896,230 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,954,991$1,499,328
I-9 Program service revenuePrior year $21,667,194$20,853,774
I-10 Investment incomePrior year $12,972$113,025
I-11 Other revenuePrior year $400,930$6,430,103
I-12 Total revenuePrior year $26,036,087$28,896,230
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $17,089,142$16,737,582
I-16a Professional fundraising feesPrior year $4,640$129,380
I-17 Other expensesPrior year $5,889,624$6,824,248
I-18 Total expensesPrior year $22,983,406$23,691,210
I-19 Revenue less expensesPrior year $3,052,681$5,205,020
Part VI · Governance 4 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
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 $28,896,230 across 12 lines filed
Lines not itemized here account for $449,314 of total revenue; see the IRS return.
VIII-1e Government grants$100,000
VIII-1f All other contributions, gifts and grants$1,399,328
VIII-1g Noncash contributions (included above)$23,790
VIII-1h Total contributions, gifts and grants$1,499,328
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $20,853,774$20,853,774
VIII-3 Investment incomeRelated to mission $110,331$110,331
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $2,694$2,694
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,980,789$5,980,789
VIII-12 Total revenueRelated to mission $27,396,902$28,896,230
Part IX · Statement of functional expenses $23,691,210 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $127,074 · Management $582,493$709,567
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $11,925,359 · Management $1,222,896 · Fundraising $290,534$13,438,789
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $1,102,349 · Management $425,601 · Fundraising $16,334$1,544,284
IX-10 Payroll taxesPrograms $891,819 · Management $133,104 · Fundraising $20,019$1,044,942
IX-11a Management fees$0
IX-11b Legal feesManagement $131,841$131,841
IX-11c Accounting feesManagement $20,800$20,800
IX-11d Lobbying fees$0
IX-11e Professional fundraising feesFundraising $129,380$129,380
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $290,623 · Management $111,769 · Fundraising $23,216$425,608
IX-12 Advertising and promotionPrograms $51,739 · Management $47,967 · Fundraising $9,471$109,177
IX-13 Office expensesPrograms $46,922 · Management $64,626 · Fundraising $16,955$128,503
IX-14 Information technologyPrograms $135,857 · Management $292,779 · Fundraising $32,392$461,028
IX-15 Royalties$0
IX-16 OccupancyPrograms $1,325,410 · Management $124,763 · Fundraising $29,685$1,479,858
IX-17 TravelPrograms $537,217 · Management $68,349 · Fundraising $2,709$608,275
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $18,976 · Management $54,150 · Fundraising $6,831$79,957
IX-20 InterestPrograms $43,353 · Management $35,469 · Fundraising $1,811$80,633
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $648,098 · Management $92,961 · Fundraising $64,080$805,139
IX-23 InsurancePrograms $133,646 · Management $102,834 · Fundraising $3,465$239,945
IX-24 Other expenses (24a–d)Programs $1,659,766 · Management $482,971 · Fundraising $41,816$2,184,553
IX-24e All other expensesPrograms $61,666 · Management $6,829 · Fundraising $436$68,931
IX-25 Total functional expensesPrograms $18,999,874 · Management $4,002,202 · Fundraising $689,134$23,691,210
Part X · Balance sheet $39,287,258 assets, 21 lines filed
Asset lines not itemized here account for $1,189,187; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $3,084,041$3,904,249
X-2 Savings and temporary cash investmentsStart of year $2,985,907$2,690,417
X-3 Pledges and grants receivableStart of year $1,966,500$315,100
X-4 Accounts receivableStart of year $3,798,671$8,018,047
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $460,670$319,200
X-10c Land, buildings and equipment, netStart of year $12,785,783$12,223,078
X-11 Publicly traded securitiesStart of year $11,052$13,300
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $7,650,291$10,614,680
X-16 Total assetsStart of year $33,830,324$39,287,258
X-17 Accounts payable and accrued expensesStart of year $3,907,632$5,339,573
X-19 Deferred revenue$13,517
X-25 Other liabilitiesStart of year $227,966$221,292
X-26 Total liabilitiesStart of year $7,180,882$7,432,796
X-27 Net assets without donor restrictionsStart of year $24,081,237$30,940,835
X-28 Net assets with donor restrictionsStart of year $2,568,205$913,627
X-32 Total net assets or fund balancesStart of year $26,649,442$31,854,462
X-33 Total liabilities and net assetsStart of year $33,830,324$39,287,258
Part XI · Reconciliation of net assets $31,854,462 net assets at year end
XI-1 Total revenue$28,896,230
XI-2 Total expenses$23,691,210
XI-3 Revenue less expenses$5,205,020
XI-4 Net assets at start of year$26,649,442
XI-10 Net assets at end of year$31,854,462

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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