Civic Intelligence

Thomas Jordan Trust

EIN 22-6681420 • 501(c)3 • Cape Elizabeth, ME

Profile

To provide benefits and assistance to the poor of the town of cape elizabeth. The trust provides relief from poverty and assists the poor in becoming self-sufficient.

320 Ocean House RoadCape Elizabeth, ME 04107

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

92nd percentile

1.75x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

75th percentile

23%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

66th percentile

9.8%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$1,566,778

Up $139,530 (+9.8%) from 2024

Liabilities

Up

$107,486

Up $47,274 (+79%) from 2024

Net Assets

Up

$1,459,292

Up $92,256 (+6.7%) from 2024

Operations
Liabilities / Revenue92nd percentileNet Margin75th percentile

Revenue

Up

$61,256

Up $7,883 (+15%) from 2024

Expenses

Up

$47,274

Up $2,391 (+5.3%) from 2024

Net Income

Up

$13,982

Up $5,492 (+65%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $928,156Liabilities 2011: $0Net Assets 2011: $928,1562011Assets 2012: $886,538Liabilities 2012: $0Net Assets 2012: $886,5382012Assets 2013: $952,090Liabilities 2013: $0Net Assets 2013: $952,0902013Assets 2014: $1,064,328Liabilities 2014: $24,201Net Assets 2014: $1,040,1272014Assets 2015: $1,035,811Liabilities 2015: $0Net Assets 2015: $1,035,8112015Assets 2016: $1,029,275Liabilities 2016: $31,613Net Assets 2016: $997,6622016Assets 2017: $1,135,760Liabilities 2017: $59,909Net Assets 2017: $1,075,8512017Assets 2018: $1,232,961Liabilities 2018: $93,892Net Assets 2018: $1,139,0692018Assets 2019: $1,137,182Liabilities 2019: $875Net Assets 2019: $1,136,3072019Assets 2020: $1,139,351Liabilities 2020: $0Net Assets 2020: $1,139,3512020Assets 2021: $1,378,991Liabilities 2021: $0Net Assets 2021: $1,378,9912021Assets 2022: $1,162,729Liabilities 2022: $0Net Assets 2022: $1,162,7292022Assets 2023: $1,266,442Liabilities 2023: $15,330Net Assets 2023: $1,251,1122023Assets 2024: $1,427,248Liabilities 2024: $60,212Net Assets 2024: $1,367,0362024Assets 2025: $1,566,778Liabilities 2025: $107,486Net Assets 2025: $1,459,2922025

Highlighted filing

2025

Assets$1,566,778
Liabilities$107,486
Net Assets$1,459,292
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2011: $27,8372011Expenses 2012: $43,2032012Expenses 2013: $24,6832013Revenue 2014: $40,938Expenses 2014: $26,617Net Income 2014: $14,3212014Revenue 2015: $9,169Expenses 2015: $27,107Net Income 2015: -$17,9382015Revenue 2016: $9,663Expenses 2016: $34,250Net Income 2016: -$24,5872016Revenue 2017: $9,795Expenses 2017: $31,129Net Income 2017: -$21,3342017Revenue 2018: $38,611Expenses 2018: $36,772Net Income 2018: $1,8392018Revenue 2019: $50,276Expenses 2019: $37,666Net Income 2019: $12,6102019Revenue 2020: $37,563Expenses 2020: $31,650Net Income 2020: $5,9132020Revenue 2021: $20,292Expenses 2021: $60,050Net Income 2021: -$39,7582021Revenue 2022: $54,934Expenses 2022: $58,899Net Income 2022: -$3,9652022Revenue 2023: $36,796Expenses 2023: $15,330Net Income 2023: $21,4662023Revenue 2024: $53,373Expenses 2024: $44,883Net Income 2024: $8,4902024Revenue 2025: $61,256Expenses 2025: $47,274Net Income 2025: $13,9822025

Highlighted filing

2025

Revenue$61,256
Expenses$47,274
Net Income$13,982
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,566,778
Liabilities
$107,486
Net assets
$1,459,292
Revenue
$61,256
Expenses
$47,274
Net income
$13,982
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.57$0.11$1.46$0.06$0.05$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.06$1.37$0.05$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.02$1.25$0.04$0.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.06$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.02$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.23$0.09$1.14$0.04$0.04$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.06$1.08$0.01$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.00$0.01$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.01$0.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.02$1.04$0.04$0.03$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 13, 2026
Return Version
2024v5.0
Gross Receipts
$61,256
Mission and Program Overview

Mission

To provide benefits and assistance to the poor of the town of cape elizabeth. The trust provides relief from poverty and assists the poor in becoming self-sufficient.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,367,036$1,459,292▲ $92,256
Investments in Publicly Traded Securities$1,316,788$1,226,614▼ $90,174
Savings and Temporary Cash Investments$110,460$340,164▲ $229,704
Total Assets$1,427,248$1,566,778▲ $139,530
Liabilities
Other Liabilities$60,212$106,471▲ $46,259
Accounts Payable and Accrued Expenses-$1,015-
Total Liabilities$60,212$107,486▲ $47,274
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,367,036$1,459,292▲ $92,256
Total Liabilities and Net Assets / Fund Balance$1,427,248$1,566,778▲ $139,530
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Penelope a JordanChair
Andrew B SwayzeCommittee Me
Caitlin Jordan HarrimanCommittee Me
Elizabeth K ScifresCommittee Me
Jonathan SahrbeckCommittee Me
Stephanie P AndersonCommittee Me
Timothy L ThompsonCommittee Me
Kristie BradburyFinance Dire
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$61,256
Other Revenue
$0
Change in Net Assets
$13,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,759
Other Expenses$1,515
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$45,759--$45,759
Fees for Services Accounting$1,015--$1,015
Other Expenses$500--$500
Total Functional Expenses$47,274$0$0$47,274
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$106,471
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“The organizing documents and the financial statements of the thomas jordan trust are available for public inspection at the town manager's office, 320 ocean house road, cape elizabeth, maine 04107 during normal business hours. (mon-7:30 a.m. - 5:00 p.m. And tues-thr 7:30 a.m. - 4:30 p.m.).”

Filing and Contact Details

Filer

Filer Name
Thomas Jordan Trust
EIN
22-6681420
Phone
2077995251
Address
320 OCEAN HOUSE ROAD, CAPE ELIZABETH, ME 04107

Signing Officer

Name
Kristie Bradbury
Title
Finance Director
Phone
2077995251
Signed
2026-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristie Bradbury
Formed
1913
Legal Domicile
Me
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Runyon Kersteen Ouellette
Address
20 LONG CREEK DR, SOUTH PORTLAND, ME 04106
Preparer
Jeffrey Raab
Phone
2077732986
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/SupportSumAmt036030
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0106471
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/TotalLiabilityAmt0106471
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt036030
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt19729
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FOOD, SHELTER AND RELIEF
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1RENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0PROVIDED FOOD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1RENT ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FAIR MARKE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1FAIR MARKE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT AVAILABILITY IS ADVERTISED ON THE TOWN OF CAPE ELIZABETH WEBSITE AND ONE EACH YEAR IN A LOCAL NEWSPAPER MAILED TO ALL RESIDENTS. APPLICATIONS ARE ACCEPTED THROUGHOUT THE YEAR AND GRANTS UNDER 500 MAY BE APPROVED BY THE CAPE ELIZABETH TOWN MANAGER. APPLICATIONS OF AMOUNTS OVER 500 ARE REVIEWED BY A THREE MEMBER SUBCOMMITTEE OF THE BOARD OF DIRECTORS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZING DOCUMENTS AND THE FINANCIAL STATEMENTS OF THE THOMAS JORDAN TRUST ARE AVAILABLE FOR PUBLIC INSPECTION AT THE TOWN MANAGER'S OFFICE, 320 OCEAN HOUSE ROAD, CAPE ELIZABETH, MAINE 04107 DURING NORMAL BUSINESS HOURS. (MON-7:30 A.M. - 5:00 P.M. AND TUES-THR 7:30 A.M. - 4:30 P.M.).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TOWN OF CAPE ELIZABETH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MUSEUM AT PORTLAND HEADLIGHT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0016000100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1223201871
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1OPERATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt06
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0320 OCEAN HOUSE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 6260
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CAPE ELIZABETH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CAPE ELIZABETH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd004107
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd104107
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01427248
IRS990/TotalAssetsEOYAmt01566778
IRS990/TotalAssetsGrp/BOYAmt01427248
IRS990/TotalAssetsGrp/EOYAmt01566778
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047274
IRS990/TotalFunctionalExpensesGrp/TotalAmt047274
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt060212
IRS990/TotalLiabilitiesEOYAmt0107486
IRS990/TotalLiabilitiesGrp/BOYAmt060212
IRS990/TotalLiabilitiesGrp/EOYAmt0107486
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01367036
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01459292
IRS990/TotalProgramServiceExpensesAmt047274
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt061256
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061256
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01427248
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01566778
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0320 OCEAN HOUSE RD
IRS990/USAddress/CityNm0CAPE ELIZABETH
IRS990/USAddress/StateAbbreviationCd0ME
IRS990/USAddress/ZIPCd004107
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIE BRADBURY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02077995251
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS JORDAN TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TOWN OF CAPE ELIZABETH
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0226681420
ReturnHeader/Filer/PhoneNum02077995251
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 OCEAN HOUSE ROAD
ReturnHeader/Filer/USAddress/CityNm0CAPE ELIZABETH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004107
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010440155
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUNYON KERSTEEN OUELLETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 LONG CREEK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004106
ReturnHeader/PreparerPersonGrp/PhoneNum02077732986
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY RAAB
ReturnHeader/ReturnTs02026-02-18T10:53:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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