Civic Intelligence

The Jefferson Cary Foundation

990 • Fiscal year 2020 • EIN 22-2559980

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileCARYMEDICALCENTER.ORG/ABOUT-CARY/JEFFE
PO Box 89Caribou, ME 04736

(207) 493-4849

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.07x

Higher debt load relative to revenue than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-64%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

43rd percentile

3.3%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-49%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,043,863

Up $33,556 (+3.3%) from 2019

Net Assets

Up

$1,038,188

Up $47,693 (+4.8%) from 2019

Liabilities

Down

$5,675

Down $14,137 (-71%) from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin6th percentile

Revenue

Down

$82,560

Down $79,292 (-49%) from 2019

Expenses

Up

$134,986

Up $14,106 (+12%) from 2019

Net Income

Down

-$52,426

Down $93,398 (-228%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $849,045Liabilities 2010: $4,363Net Assets 2010: $844,6822010Assets 2011: $775,814Liabilities 2011: $4,422Net Assets 2011: $771,3922011Assets 2018: $845,421Liabilities 2018: $4,256Net Assets 2018: $841,1652018Assets 2019: $1,010,307Liabilities 2019: $19,812Net Assets 2019: $990,4952019Assets 2020: $1,043,863Liabilities 2020: $5,675Net Assets 2020: $1,038,1882020Assets 2021: $1,114,333Liabilities 2021: $4,280Net Assets 2021: $1,110,0532021Assets 2022: $1,046,216Liabilities 2022: $5,102Net Assets 2022: $1,041,1142022Assets 2023: $1,147,786Liabilities 2023: $7,286Net Assets 2023: $1,140,5002023Assets 2024: $1,281,705Liabilities 2024: $5,624Net Assets 2024: $1,276,0812024

Highlighted filing

2020

Assets$1,043,863
Liabilities$5,675
Net Assets$1,038,188
Open 2020 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $118,987Expenses 2010: $61,779Net Income 2010: $57,2082010Revenue 2011: $98,313Expenses 2011: $171,603Net Income 2011: -$73,2902011Revenue 2018: $228,915Expenses 2018: $213,963Net Income 2018: $14,9522018Revenue 2019: $161,852Expenses 2019: $120,880Net Income 2019: $40,9722019Revenue 2020: $82,560Expenses 2020: $134,986Net Income 2020: -$52,4262020Revenue 2021: $183,854Expenses 2021: $200,958Net Income 2021: -$17,1042021Revenue 2022: $163,271Expenses 2022: $112,419Net Income 2022: $50,8522022Revenue 2023: $167,966Expenses 2023: $147,333Net Income 2023: $20,6332023Revenue 2024: $187,256Expenses 2024: $149,212Net Income 2024: $38,0442024

Highlighted filing

2020

Revenue$82,560
Expenses$134,986
Net Income-$52,426
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$82,560
Mission and Program Overview

Mission

The primary purpose of the jefferson cary foundation is to support and enhance the programs and services at cary medical center and improve the health and well-being of the communities it serves.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$769,034$854,843▲ $85,809
Cash and Non-Interest-Bearing Accounts$241,273$189,020▼ $52,253
Total Assets$1,010,307$1,043,863▲ $33,556
Liabilities
Accounts Payable and Accrued Expenses$19,812$5,675▼ $14,137
Total Liabilities$19,812$5,675▼ $14,137
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$627,001$726,558▲ $99,557
Net Assets With Donor Restrictions$363,494$311,630▼ $51,864
Total Net Assets Fund Balance$990,495$1,038,188▲ $47,693
Total Liabilities and Net Assets / Fund Balance$1,010,307$1,043,863▲ $33,556

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$2,475$2,475

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$363,494$40,042▲ $12,998$-102,917$311,630
2019$286,285$132,569▲ $29,921$-72,004$363,494
2018$288,775$206,525▼ $3,817$-190,577$286,285
2017$279,904$77,535▲ $16,146$-74,957$288,775
2016$255,756$85,659▲ $6,103$-57,701$279,904
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Craig StaplesDirector
David WakemDirector
Dr Craig SmallDirector
Dr Shawn LaferriereDirector
Kris DoodyDirector
Mary Ann ChasseDirector
Pamela ScheppelePres. as of
Peter DoebenerPres. Thru O
Norman CollinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,430
Program Service Revenue
$36,250
Investment Income
$2,880
Other Revenue
$0
All Other Contributions
$43,430
Change in Net Assets
$-52,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$134,986
Total Fundraising Expense$659
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$11,519$7,063-$18,582
Fees for Services Management-$14,925-$14,925
Fees for Service Investment Mgmnt Fees-$5,600-$5,600
Insurance-$1,309-$1,309
Fees for Services Accounting-$700-$700
Advertising--$659$659
All Other Expenses-$450-$450
Fees for Services Legal-$35-$35
Total Functional Expenses$104,245$30,082$659$134,986
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 will be presented to the board of directors upon completion at a regularly scheduled monthly meeting.”

Form 990, Page 6, Part VI, Line 19

“All documents are available for review in the jcf office located at: 163 van buren road, caribou, me 04736 during business hours of monday - friday 8:00am - 4:30pm.”

Filing and Contact Details

Filer

Filer Name
The Jefferson Cary Foundation
EIN
22-2559980
Phone
2074934849
Address
PO BOX 89, CARIBOU, ME 04736

Signing Officer

Name
Tamra Kilcollins
Title
Executive Director
Phone
2074934849
Signed
2021-11-15

Organization Details

Principal Officer
Tamra Kilcollins
Formed
1993
Legal Domicile
Me
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Felch & Company LLC
Address
PO BOX 906, CARIBOU, ME 04736-0906
Preparer
Gisele Macdonald
Phone
2074983176
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“OTHER FUNDS”

Financial Statement Notes

Schedule D, Page 4, Part XIII

“Part v line 4 - intended users of organization's endowment funds: restricted by purpose: this amount is comprised of 29 funds to be utilized by the donor's intended purpose as appropriately approved by the jefferson cary foundation board of directors. Restricted in perpetuity funds: these funds include 102k for siruno stroke fund; 1k for annette cote scholarship fund; 1k for cookie nicholas scholarship fund; 9k for dr. Leland white scholarship fund; 1,854 for the hayward scholarship fund; 1k for the morrill scholarship fund; and 3,753 for the page memorial lecture fund. The prinicipal may not be used, however the earnings shall be used for the intended donor purpose.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART V LINE 4 - INTENDED USERS OF ORGANIZATION'S ENDOWMENT FUNDS: RESTRICTED BY PURPOSE: THIS AMOUNT IS COMPRISED OF 29 FUNDS TO BE UTILIZED BY THE DONOR'S INTENDED PURPOSE AS APPROPRIATELY APPROVED BY THE JEFFERSON CARY FOUNDATION BOARD OF DIRECTORS. RESTRICTED IN PERPETUITY FUNDS: THESE FUNDS INCLUDE 102K FOR SIRUNO STROKE FUND; 1K FOR ANNETTE COTE SCHOLARSHIP FUND; 1K FOR COOKIE NICHOLAS SCHOLARSHIP FUND; 9K FOR DR. LELAND WHITE SCHOLARSHIP FUND; 1,854 FOR THE HAYWARD SCHOLARSHIP FUND; 1K FOR THE MORRILL SCHOLARSHIP FUND; AND 3,753 FOR THE PAGE MEMORIAL LECTURE FUND. THE PRINICIPAL MAY NOT BE USED, HOWEVER THE EARNINGS SHALL BE USED FOR THE INTENDED DONOR PURPOSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER FUNDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WILL BE PRESENTED TO THE BOARD OF DIRECTORS UPON COMPLETION AT A REGULARLY SCHEDULED MONTHLY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE FOR REVIEW IN THE JCF OFFICE LOCATED AT: 163 VAN BUREN ROAD, CARIBOU, ME 04736 DURING BUSINESS HOURS OF MONDAY - FRIDAY 8:00AM - 4:30PM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/WebsiteAddressTxt0CARYMEDICALCENTER.ORG/ABOUT-CARY/JEFFE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMRA KILCOLLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02074934849
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JEFFERSON CARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0222559980
ReturnHeader/Filer/PhoneNum02074934849
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ReturnHeader/Filer/USAddress/CityNm0CARIBOU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004736
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FELCH & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 906
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARIBOU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0047360906
ReturnHeader/PreparerPersonGrp/PhoneNum02074983176
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GISELE MACDONALD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T12:46:48-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAMRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KILCOLLINS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,043,863
Liabilities
$5,675
Net assets
$1,038,188
Revenue
$82,560
Expenses
$134,986
Net income
-$52,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.01$1.28$0.19$0.15$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.01$1.14$0.17$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.04$0.16$0.11$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.18$0.20$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.01$1.04$0.08$0.13$0.05
2019Summary only. Only limited summary data is available for this year.$1.01$0.02$0.99$0.16$0.12$0.04
2018Summary only. Only limited summary data is available for this year.$0.85$0.00$0.84$0.23$0.21$0.01
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$0.77$0.10$0.17$0.07
2010Summary only. Only limited summary data is available for this year.$0.85$0.00$0.84$0.12$0.06$0.06