2018 annual report€¦ · adilene mendino-estrada (uh 2009) aide meza (uh 2010) wesley migura...

Terry Scholars® and the Terry Foundation® logo are Registered Trademarks of the Terry Foundation.

© 2018, The Terry Foundation. All rights reserved.

3104 Edloe, suite 205 • Houston, Texas 77027

terryfoundation.org

ONE JOURNEY. MANY DESTINATIONS.

2 0 1 8 A N N U A L R E P O R T

ONE JOURNEY

MANY DESTINATIONS

19

It is always a pleasure to write the annual letter to our friends, scholars, alumni, and university partners. It is an

exciting time to be at the Terry Foundation and to be engaged, as always, in helping educate the young people

of Texas. We began fall 2018 with 1,406 Scholars enrolled across our 13 partner universities, down modestly

from fall 2017’s enrollment of 1,624. This reduction is intentional as we focus on getting our educational “spend”

in line with our “income.” Our retention rate remains strong at 91.6%, and the academic record of our Scholars

is absolutely amazing: cumulative GPA of 3.57 for Traditional Scholars and 3.46 for Transfer Scholars. These

statistics speak volumes about the high quality of our Scholars when one considers that many have faced

hardships, work to support themselves or their families, and maintain various responsibilities and commitments

on and off campus. Mr. Terry always said “No test can measure how hard someone is willing to work.” Our

program is a testament to that truth.

We have invested over $273 million in educating young Texans from inception to date, with a budget for

2018-19 of $34.76 million, down slightly from last year.

In last year’s letter, I mentioned the generosity of many of our alumni in giving back financially to the Foundation

with their dollars, despite having never been asked. This contribution is over and above the very substantial

commitment in time that we receive every year from our Board, our Advisory Board, Alumni Association officers,

and our many interview panelists, none of whom are compensated. We sincerely thank each of you for your

continuing service. As of December 31, 2018, we have received over $64,000 from our Alumni, again without

formally asking. We commit to you that we will be careful stewards of your contributions.

On top of last year’s 30th Anniversary film, this year we followed up with a documentary titled “A Generous

Life: The Story of Howard Terry.” It is, if anything, better than the last! We were eager to create this film while

those who knew this remarkable man were still vigorous in both mind and body. We again thank those many

Alumni and Scholars who participated in making these wonderful films, which are available to view on our

website and YouTube channel.

In 2018 we were pleased to debut Terry Connect, the social media site available exclusively to Terry Scholars

and Alumni, for the purpose of allowing them to share their disciplines, career paths, CVs, professional

experiences, job openings, and provide a mechanism for current scholars to find mentors in their chosen field.

Terry Connect has been a tremendous success and we urge every Terry Scholar to join if you have not.

We again thank all those who have contributed to our continuing success. Each of us at the Foundation

recognizes that we have the best job in the world: we are helping change lives for the better every day!

Very truly yours,

Rhett G. Campbell

Chief Executive Officer and Chairman of the Board of Directors of the Terry Foundation

January 25, 2019

Dear Scholars, Alumni, and Friends:

“Being a Terry Scholar means that I am never alone. I get to have a family away from home. It means I never had

to worry about how I was going to attend college and allowed

me to completely immerse myself in academics and self-growth...

Most

importantly,

being a Terry

Scholar means

that I get to be a

part of something

that is much bigger than myself.” -Daisy Montano (UNT 2014)

It all started with a single gift from Howard and Nancy Terry in 1987,

when the Houston couple founded what is now the largest private

source for scholarships in Texas.

The Terry’s believed that the students to whom they extended a helping hand

would, in turn, give back – to the Foundation, the community and beyond, long

after they themselves were no longer with us. Today, the success of thousands

of Terry Scholars stands as testimony to the wisdom of that belief. Indeed, that

legacy has only grown since the passing of both Founders in 2012.

32

Our Founders

Howard and Nancy Terry

Our Vision To create a community of educated leaders

who utilize their talents to strengthen the

state of Texas and impact the world.

Our Mission To develop future leaders of Texas

through access to education.

Over the past six years, we have added 2,607

Terry Scholars to the Terry family. Compare

that to the cumulative total of 2,812 Scholars

that were welcomed during the entire first

twenty-five years of the Foundation’s existence.

Our Pillars of Excellence Scholarship

Leadership

Service

Community

2,812

2012 2013 2014 2015 2016 2017 2018

3,2473,745

4,2904,744

5,4195,108

32

Cumulative Scholar Census Since 2012

Board of Directors

Outgoing

Blair Abernathy (UT 2001) The Terry Foundation

Leigh Darilek (UT 1996) CPS Energy

Alicia Dietrich (UT 2000) UT Austin, College of Fine Arts

Kristin Kellar Eschbach (TAMU 2004) USD Group LLC

Kaleb Fulgham (UH 2006) FloSports

Noel Fuller (TXST 2008) Texas State University - San Marcos

Maria Garnett (TAMU 2006) Joint Legislative Audit and Review Commission

Amanda Ghagar (UT 2001)

Okta, Inc.

Lesley Vaculin Gleason (TAMU 2005) Texas A&M University, Poultry Science Dept.

Brandy Butler Horton (TAMU 2001) Ozburn-Hessey Logistics LLC

Justin Johnson (UT 2009) Facebook

Madhura Kulkarni (UT 2001) PepsiCo Frito Lay

Samantha McMillan (UTD 2008) Uplift Education

Harrison Pierce (UTSA 2008) Linbeck Construction

Jake Pringle (UT 1993) Milliman

Jody Rodenberg (TAMU 2003) Palter Stokley Sims PLLC

Garrett Sloan (TXST 2009) LP Building Solutions

Steven Strauss (UT 1998) Mend Services

Kasey Ruedas Yanna (UT 2005) USD Group LLC

Continuing

Carson Curry (UTD 2006) Phillips 66

Adilene Mendino Estrada (UH 2009) Stantec

Ashley Evans (UT 2007) Arcadis

Kathryn Flowers (UT 2007) UT Austin, Dell Medical School

Patrick Frasier (UT 2004) Civitas Learning

Nicole White Griffith (UTSA 2006) Achieve Connection Counseling PLLC

Danielle Urban Hammett (UT 2005) Austin Board of Realtors

Sarah Henze (UT 1997) Lee Financial

Christian Hertzberg (UT 1992) Texas Department of Insurance

Theresa Huth (TAMU 1999) Indeed

Alumni Advisory Board

Rhett G. Campbell Board Chair & Chief Executive Officer

Edward T. Cotham Jr. Chief Investment Officer

Yvonne Rode Moody (TAMU 1987) President & Executive Director

John W. Storms Board Member

R. Carter Overton III Board Member

J.D. Davis (UT 1989)

Alumni Board Member

Gayle Stinson (UT 1987)

Alumni Board Member

Jeffrey C. Stichler (TAMU 1990) Alumni Board Member

Brian G. Yarbrough (UT 1988)

Alumni Board Member

Elizabeth Riley Keeler (TAMU 1992)

Alumni Board Member

Board of Directors

5

“As a Terry, I have the privilege of being surrounded by equally driven scholars who are constantly inspiring me to be better.” -Daisy

5

Board of Directors Alumni Advisory Board continued...

Silas Jones (TAMU 2001) Bury + Partners, Inc. Engineering Solutions

Theresa Hunter Jones (UNT 2010) ASPIRE

Milly Sordo Lackey (TAMU 2005) Full-Time Parent

Sara Lloyd (TAMU 1994) ExxonMobil

Kathryn Ellis Luevano (TXST 2004) Veritas Academy

Aide Meza (UH 2010) Central Houston, Inc.

Mallory Miner (UNT 2010) Plano ISD-Shepton HS

Brian Mueller (TAMU 2004) KPMG, LLP

Derek Rodriguez (TAMU 2006) HMS

Rebekah Mallette Schneider (UTD 2009) Griffin Partners

Hannah Shoemaker (UT 2007) Peterson Regional Medical Center; Hill Country Memorial Hospital

Christopher Turner (UNT 2010) CGI Group

Cory Whitaker (TAMU 1997) Bowie Capital

Ahmed Zidan (UTD 2006) Self Employed

Incoming

Sara Bhamani (UT 2011) Hewlett Packard

Pranav Desai (UT 2008) NXP (Freescale)

D’Ann Holubec (TTU 2013) Texas Tech University, Health Sciences Center

Kim Mai Le (UH 2010) Air Liquide

Charles Luu (UT 1996) Big Frog of Bellaire

Glenda Molina (TXST 2005) Silicon Hills Wealth Management, LLC

Leslie Gerik Nelson (UT 2001) Gartner

Corey Nieman (UT 2007) Mansfield ISD-Mansfield HS

Joshua O’Mullan (UTSA 2011) Our Lady of the Lake University

Blane Skiles (UNT 2012) KSLA News 12

Michele Snider (TAMU 2013) Graduate Student, UNT

5

The Alumni Advisory Board cumulatively

gives over 1,000 hours of time

to the Foundation each year.

2018 Austin Alumni Luncheon and Advisory Board Meeting

TRADITIONAL

Andrea Abeln (TAMU 2010)

Sam Alders (TAMU 2014)

Garth Beinart (UT 1993)

Sara Bhamani (UT 2011)

Kim Brandl Pekar (TAMU 1998)

Jonathan Brewer (TAMU 2011)

David Brewerton (UT 2003)

Hayley Brownlow (TTU 2014)

Brandy Butler Horton (TAMU 2001)

Baltazar Camacho (UT 2004)

Rhett Campbell*

Abbie Camero (UTD 2014)

Edwin Cantu (SHSU 2015)

Sara Carden (TTU 2012)

Todd Christian (TAMU 2014)

Kenzie Cocke (TTU 2012)

Bonnie Cole Southerland (TXST 2004)

Ed Cotham*

Kirsten Cottle (SHSU 2014)

Remington Couts (TAMU 2012)

Kristen Cummings (TAMU 2004)

Leigh Darilek (UT 1996)

JD Davis (UT 1989)*

Aydan Delgado (UH 2014)

Taylor Dillard (TAMU 2014)

Amanda Donohoe (UT 1987)

Tammira Early Philippe (TAMU 1991)

K.K. Eschbach (TAMU 2004)

Ashley Evans (UT 2007)

Kathryn Flowers (UT 2007)

Patrick Frasier (UT 2004)

Kaleb Fulgham (UH 2006)

Noel Fuller (TXST 2008)

Javier Garza (UNT 2014)

Ayana Georges (TWU 2014)

Hannah Gerken (TAMU 2014)

Amanda Ghagar (UT 2001)

Chase Gibson (SHSU 2012)

Sammetria Goodson (UT 2000)

Scott Grass (UH 2006)

Jason Guillemette (UT 2005)

Hayle Hardy (TWU 2014)

Isaiah Harris (UTSA 2014)

Baley Helton (TXST 2014)

76

Sarah Henze (UT 1997)

Melissa Hernandez (UH 2008)

Christian Hertzberg (UT 1992)

Zehra Hussain (UNT 2014)

Theresa Huth (TAMU 1999)

Brittani Ingram Sallans (UH 2004)

Courtney Jaekel (UTA 2015)

Justin Johnson (UT 2009)

Stephanie Johnson Cook (UT 2003)

Ray Kerlick (UT 1987)

Pat Kinder (UT 1990)

Kyle Knight (UH 2013)

Ciara Knight (TXST 2012)

Maddy Kulkarni (UT 2001)

Milly Lackey (TAMU 2005)

Alba Lala (UT 2005)

76

Interview Panelists

76

Quynh Le Chau (TAMU 2004)

Daeija Lewis (TXST 2014)

Benjamin Lopez (TAMU 2010)

Kathryn Luevano (TXST 2004)

Emily Luth (UTD 2013)

Samantha McMillan (UTD 2008)

Kristen McWatters (TAMU 2004)

Daniel Mendoza (UT 2014)

Nazifa Mim (UT 2014)

Glenda Molina (TXST 2005)

Yvonne Moody (TAMU 1987)*

Brian Mueller (TAMU 2004)

Melissa Murillo-Sanchez (UTEP 2015)

Curtis Neason (TAMU 1992)

Corey Nieman (UT 2007)

Jake O’Kelley (TAMUG 2014)

Omar Olivarez (UT 2014)

Josh O’Mullan (UTSA 2011)

Rebecca Ortiz (UTEP 2015)

Kevin Ortiz (TAMU 2012)

Carter Overton*

Nimra Pasha (UH 2014)

Mishali Patel (UTD 2014)

Erica Perez (UTSA 2014)

Jake Pringle (UT 1993)

Bryn Ray (TAMUG 2014)

Leann Rego (UT 2014)

Derek Rodriguez (TAMU 2006)

TRANSFER

Mandy Ambriz (TWU 2016)

Mohammed Azam (TAMU 2014)

Rhett Campbell*

Daniel Clarke (UTD 2015)

Carson Curry (UTD 2006)

Alicia Dietrich (UT 2000)

Reagan Froncek (TAMUG 2016)

Lesley Gleason (TAMU 2005)

Gerald Hallford (UH 2016)

Joseph Hartman (TAMU 2014)

Ruth Hernandez (UNT 2014)

Curtis Jeffries (UNT 2015)

Elizabeth Keeler (TAMU 1992)*

Kathryn Laplant-Israel (TXST 2015)

Sara Lloyd (TAMU 1994)

Miriam Magdaleno (TAMU 2002)

Rebekah Mallette (UTD 2009)

Gracie Martinez (UH 2014)

Viviana Martinez (UTSA 2015)

Hannah Shoemaker (UT 2007)

Shah Shripal (UT 2014)

Blane Skiles (UNT 2012)

Steve Strauss (UT 1998)

Steven Thai (TAMU 2003)

Logan Ward (TAMU 2014)

Lorenzo Washington (TAMU 2014)

Cory Whitaker (TAMU 1997)

Nicole White Griffith (UTSA 2006)

Candace Wong (TAMU 2004)

Karen Yang (TTU 2014)

Kasey Yanna (UT 2005)

Brian Yarbrough (UT 1988)*

Ahmed Zidan (UTD 2006)

*Board Member

Kelly McCune (TTU 2013)

Adilene Mendino-Estrada (UH 2009)

Aide Meza (UH 2010)

Wesley Migura (TAMU 1988)

Mallory Miner (UNT 2010)

Yvonne Moody (TAMU 1987)*

Cecilia Moreria (TAMU 2015)

Andrea Pinon (TXST 2014)

Connor Rivera (UT 2015)

Jody Rodenberg (TAMU 2003)

Daniel Rodriguez (UT 2013)

Garrett Sloan (TXST 2009)

Jeff Stichler (TAMU 1990)*

John Storms*

Chris Turner (UNT 2010)

Bruce Wilson (TTU 2015)

*Board Member

TRADITIONAL, CONT.

76

Terry interview panelists collectively gave

over 5,300 hours to help select the

2018 class of Scholars.

98

Howard and Nancy Terry’s generosity has enabled the Foundation to make a tremendous

impact on the lives of others. In its 31-year history, the Foundation has not solicited

financial contributions. However, we recognize that this is a significant way

to give back, and we greatly appreciate our Alumni and friends who

remember us financially.

Donors

Recurring Gifts

Kendra Emerson Balod (TAMU 2013)

Brian Carroll (UT 1994)

Bianca Covington In honor of Patricia Strong (UT 2003)

Monica Culver (UT 2002)

Kassie Stewart Davidson (UTSA 2009)

Jacob DeVries (UT 1996)

Joshua George (TWU 2014)

Jaclynn Mohrfeld Halterman (TAMU 1996)

Angie Jacobs Parent of Madison Jacobs (TAMU 2015)

Darwin Jr. & Suzanne Miller Parents of Darwin Miller, III (UT 2000)

Darwin Miller, III (UT 2000)

Yvonne Moody (TAMU 1987)

Trey Patterson (TAMU 2006)

Christopher Powell (UH 2009)

Lauren Moeller Schwartz (UT 2005)

Jacob Setterbo (UT 2005)

Matthew Soderberg (UT 1993)

Ty and Terri Sparks Parents of Chet Sparks (TAMU 2011)

Justin Thompson (UT 1997)

Justin Westbrook (TAMU 2003)

Katie Fite Wischkaemper (TAMU 2008)

Benjamin Zieman (UT 2010)

To make a gift, visit terryfoundation.org/donate

98

Single Gifts

Amarillo Area Foundation in honor of Shannon Laissle Herrick (TAMU 1993)

Demetrice Dent

D’Ann Faught (UT 1997)

Amy Fuqua Parent of Melinda Fuqua Martin (UTSA 2010)

Alba Moon Lala (UT 2005)

William Leven

Lauren Mize (UT 2009)

Michael Nordfelt (TAMU 1995)

Stephen Way (TAMU 2007)

Matthew Wilson (TAMU 1992)

Jennifer Bissey Yeldezian (UT 2005)

Gifts (totaling $1K and above –

single gifts or recurring gift annual total)


Jaclynn Mohrfeld Halterman (TAMU 1996)




Justin Westbrook (TAMU 2003)

Jennifer Bissey Yeldezian (UT 2005)

Benjamin Zieman (UT 2010)

Major Gifts (totaling $25K and above)

William Leven

Michael Nordfelt

We extend a sincere thanks to those who made these contributions: every dollar received from Alumni and friends

means more scholarships across Texas. In acknowledgment that such gifts will only increase in importance as the

Foundation pursues its mission, the Board of Directors aims to improve the visibility of financial support options for

Alumni and friends. Although the Foundation does not actively solicit contributions, we welcome them and promise

to be good stewards of all financial gifts, treating them on par with the endowment.

$64,80833 donors

Total giving for 2018:

Honor Roll of Giving

T hank you, donors!

Distinguished Donors Those who have made a donation at

least five years in a row


monthly donor since 2004




annual donor since 2011


donor since 2013

Justin Thompson (UT 1997)


11111010 11

Terry Scholar Alumni

“Being a Terry Scholar meansthat I am set up for success due to the endless resources and

networking opportunities available.

I had the opportunity to shadow a

dentist, Alumna Hollie Shirey (TAMU 1998),

whom I now consider my mentor.” –Daisy

Daisy, pictured left with Hollie at the 2017 Southfork

Picnic; and below with her dental school classmates

2018 George Ranch Picnic

Dr. Holly

Future dentists!

11111010 11

2018 Dallas Alumni Luncheon

Austin Chapter Fall 2018 Service Project

Terry Scholar Alumni remain involved with

the Terry Community after graduation by

attending banquets, picnics, and Alumni

Luncheons. They also give back to their

communities through service with the

Terry Scholar Alumni Association.

Traditional Scholar Hometowns

Region # Scholars

North 326 (32%)

Gulf Coast 219 (21%)

Central 190 (18%)

East 85 (8%)

West 68 (6%)

South 57 (5%)

Valley 63 (5%)

Upper Rio Grande 72 (5%)

1,080 (100%)

Scholar Ethnicity

White

48%

Hispanic

29%

Asian

10%

AfricanAmerican

8%

Other 4% No response 1%

West

6%North

32%East

8%Upper

Rio Grande

5% Central

18% Gulf Coast

21%

Valley

5%

South

5%

Female

63%*

Male

37%

Gender Breakdown (All current Scholars)

Overall Program Retention rate: 91.6%

1312

2018 Enrolled Terry Scholars

DEMOGRAPHICS(All data reflect Fall 2018 statistics)

*Fall 2017 higher education enrollment

for Texas was 56.8% female, according

to the Texas Higher Education

Coordinating Board (THECB)

Region # Scholars

North 326 (32%)

Gulf Coast 219 (21%)

Central 190 (18%)

East 85 (8%)

West 68 (6%)

South 57 (5%)

Valley 63 (5%)

Upper Rio Grande 72 (5%)

1,080 (100%)

Overall Program Retention rate: 91.6%

1312

“As a first-generation American and

college student, this scholarship

has completely shaped my future

and the opportunity of having a

successful career.” –Daisy

Daisy, pictured below with her family at UT Health

Science Center Houston for her white coat ceremony


DEMOGRAPHICS(All data reflect Fall 2018 statistics)

My dreams of becoming a dentist are now a reality and the feeling is indescribable!

9% 3%

25%

11%

15%7%

16%

12%

3% AgricultureOther

Science

Health/Medicine

Fine Arts

Liberal Arts

Engineering

EducationBusiness

Scholar Majors Across Program

15

Average GPA Across Program

2018 Incoming Class Statistics

Total Scholars

312


ACADEMICS(All data reflect Fall 2018 statistics)



3.57Traditional

3.46Transfer

Scholar Majors Across Program

15

Overall Program Retention RateAverage GPA Across Program

91.6%

2018 Incoming Class Statistics

Total Scholars

312

Valedictorians*

29(13%)

Average SAT Score*

1262(University Mean: 1158)





Traditional

228

Transfer

84

*Traditional Scholars


AWARDS(All data reflect Fall 2018 statistics)

17


FUNDING(All data reflect Fall 2018 statistics)

Total Academic Year Commitment for 2018:

Awards by School

UT TAMU UH TXST UTSA UTD UNT TTU TWU TAMUG SHSU UTA UTEP

225

197

28

Total # Scholars 217

185

32

107

65

42

89

61

28

100

69

31

99

74

25

91

68

23

122

93

29

90

59

31

52

50

2

72

50

22

80

57

23

62

52

10

TransferTraditional

Transfer

Traditional

1616

5,419scholarships granted

since 1986

1,406

Total Awards for 2018:

Traditional:

1,080 (77%)

Transfer:

326 (23%)


AWARDS(All data reflect Fall 2018 statistics)

17

“As a Terry Scholar,

I was given a once in

a lifetime opportunity

to study abroad in

Spain for a summer,

which was such a

rewarding experience.”

–Daisy


FUNDING(All data reflect Fall 2018 statistics)

Program 88.5%

Scholarships: $29.8MM

Program Expenses: $941K

Administration 11.5%

Operations Support: $4MM

Total $34.7MM (100%)

2018 Expenditures

Total Academic Year Commitment for 2018:

$29.8MM

$23.4MM

Awards by School

1616

1,406

Total Awards for 2018:

Traditional:

$23.4MMTransfer:

$5.2MM

Additional Support:

$1.22MM*

88.5%

11.5%88.5%

11.5%

*Includes Study Abroad and Summer School

Cumulative Scholar Census and Funding

19

18

Enrolled Terry Scholars

NEED(All data reflect Fall 2018 statistics)


STIPENDS(All data reflect Fall 2018 statistics)

*According to the Texas Higher Education Coordinating Board (THECB)

$273MMtotal funding

since 1986

Traditional Scholar Stipend Awarded to graduating high school seniors for up to the full cost of attendance for up to eight semesters

33.5%*

69.0%

Average Enrolled Scholar Family Adjusted Gross Income (AGI):

$50K

Average Cost of Attendance Across Our 13 Universities:

$26K

59.9% of Texas students who graduate

with a Bachelor’s degree report an

average of $30.5K in debt.*

This year, 69% of Terry Scholars were eligible for Pell Grants.

“It has allowed me to invest in myself

and have an incredible undergraduate

experience. Not only did I get to

pursue my passion, I got to create

unforgettable memories while

doing so.” -Daisy

Terry Scholars:

All Texas College Students:

T he value of this scholarship is much greater than any amount written on a check.

$26K

$50K

19

18


NEED(All data reflect Fall 2018 statistics)


STIPENDS(All data reflect Fall 2018 statistics)

Traditional Scholar Stipend Awarded to graduating high school seniors for up to the full cost of attendance for up to eight semesters

Transfer Scholar Stipend Awarded to transfer students for up to 65% of the cost of attendance for up to six semesters

This year, 69% of Terry Scholars were eligible for Pell Grants.


$26K


$26K

Average Annual Traditional Scholar Stipend:

$22K

Average Annual Transfer Scholar Stipend:

$17K

I believe that Terry Scholars are changing the world a little at a time. -Daisy

Terry Scholars® and the Terry Foundation® logo are Registered Trademarks of the Terry Foundation.

© 2018, The Terry Foundation. All rights reserved.

3104 Edloe, suite 205 • Houston, Texas 77027

terryfoundation.org

ONE JOURNEY. MANY DESTINATIONS.

2 0 1 8 A N N U A L R E P O R T

ONE JOURNEY

MANY DESTINATIONS

19

2018 annual report€¦ · adilene mendino-estrada (uh 2009) aide meza (uh 2010) wesley migura...

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