Civic Intelligence

Thomas Jordan Trust Town of Cape Elizabeth

990 • Fiscal year 2020 • EIN 22-6681420

Jul 01, 2019 to Jun 30, 2020 • Filed on May 05, 2021

Organization ProfileNONE
PO Box 6260Cape Elizabeth, ME 04107

(207) 799-5251

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

68th percentile

16%

Higher net margin than 68% 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

33rd percentile

0.2%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

19th percentile

-25%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,139,351

Up $2,169 (+0.2%) from 2019

Net Assets

Up

$1,139,351

Up $3,044 (+0.3%) from 2019

Liabilities

Down

$0

Down $875 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin68th percentile

Revenue

Down

$37,563

Down $12,713 (-25%) from 2019

Expenses

Down

$31,650

Down $6,016 (-16%) from 2019

Net Income

Down

$5,913

Down $6,697 (-53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$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

2020

Assets$1,139,351
Liabilities$0
Net Assets$1,139,351
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$37,563
Expenses$31,650
Net Income$5,913
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 5, 2021
Return Version
2019v5.0
Gross Receipts
$37,563
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$1,136,307$1,139,351▲ $3,044
Investments in Publicly Traded Securities$851,214$821,673▼ $29,541
Savings and Temporary Cash Investments$260,969$315,006▲ $54,037
Accounts Receivable-$2,672-
Total Assets$1,137,182$1,139,351▲ $2,169
Other Assets Total$24,999--
Liabilities
Accounts Payable and Accrued Expenses$875--
Total Liabilities$875$0▼ $875
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,136,307$1,139,351▲ $3,044
Total Liabilities and Net Assets / Fund Balance$1,137,182$1,139,351▲ $2,169
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Caitlin R JordanCommittee Me
Christopher StrawCommittee Me
Gretchen NoonanCommittee Me
James M GarvinCommittee Me
Jeremy a GabrielsonCommittee Me
Nicole BoucherCommittee Me
Penelope a JordanCommittee Me
Valerie AdamsCommittee Me
Valerie DeverauxCommittee Me
Matthew SturgisTown Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$33,394
Other Revenue
$4,169
Change in Net Assets
$5,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$31,650
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$31,650--$31,650
Total Functional Expenses$31,650$0$0$31,650
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
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 p.m. And tues-fri 7:30 a.m. - 4 p.m.).”

Filing and Contact Details

Filer

Filer Name
Thomas Jordan Trust
EIN
22-6681420
Phone
2077995251
Address
PO BOX 6260, CAPE ELIZABETH, ME 04107

Signing Officer

Name
Matthew Sturgis
Title
Town Manager
Phone
2077995251
Signed
2021-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Sturgis
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
Raw XML Appendix362 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0875
IRS990/AccountsReceivableGrp/EOYAmt02672
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MATTHEW STURGIS
IRS990/BooksInCareOfDetail/PhoneNum02077995251
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0320 OCEAN HOUSE RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CAPE ELIZABETH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990/BooksInCareOfDetail/USAddress/ZIPCd004107
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01136307
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01139351
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt031650
IRS990/CYInvestmentIncomeAmt033394
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt04169
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt05913
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt031650
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt037563
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDED 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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt031650
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0VALERIE ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm1NICOLE BOUCHER
IRS990/Form990PartVIISectionAGrp/PersonNm2VALERIE DEVERAUX
IRS990/Form990PartVIISectionAGrp/PersonNm3JEREMY A GABRIELSON
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES M GARVIN
IRS990/Form990PartVIISectionAGrp/PersonNm5CAITLIN R JORDAN
IRS990/Form990PartVIISectionAGrp/PersonNm6PENELOPE A JORDAN
IRS990/Form990PartVIISectionAGrp/PersonNm7GRETCHEN NOONAN
IRS990/Form990PartVIISectionAGrp/PersonNm8CHRISTOPHER STRAW
IRS990/Form990PartVIISectionAGrp/PersonNm9MATTHEW STURGIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0COMMITTEE ME
IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMITTEE ME
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE ME
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE ME
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMITTEE ME
IRS990/Form990PartVIISectionAGrp/TitleTxt5COMMITTEE ME
IRS990/Form990PartVIISectionAGrp/TitleTxt6COMMITTEE ME
IRS990/Form990PartVIISectionAGrp/TitleTxt7COMMITTEE ME
IRS990/Form990PartVIISectionAGrp/TitleTxt8COMMITTEE ME
IRS990/Form990PartVIISectionAGrp/TitleTxt9TOWN MANAGER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01913
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt031650
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt031650
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt031650
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt037563
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt033394
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033394
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0851214
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0821673
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0ME
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01136307
IRS990/NetAssetsOrFundBalancesEOYAmt01139351
IRS990/NetUnrlzdGainsLossesInvstAmt0-2869
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024999
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04169
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04169
IRS990/OtherRevenueTotalAmt04169
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MATTHEW STURGIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt037666
IRS990/PYInvestmentIncomeAmt050276
IRS990/PYRevenuesLessExpensesAmt012610
IRS990/PYTotalExpensesAmt037666
IRS990/PYTotalRevenueAmt050276
IRS990/ReconcilationRevenueExpnssAmt05913
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0260969
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0315006
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0016000100
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt031650
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CAPE ELIZABETH ME
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt031650
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FOOD, SHELTER AND RELIEF
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt031650
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0PROVIDED FOOD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FAIR 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 P.M. AND TUES-FRI 7:30 A.M. - 4 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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
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
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
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/TotalAssetsBOYAmt01137182
IRS990/TotalAssetsEOYAmt01139351
IRS990/TotalAssetsGrp/BOYAmt01137182
IRS990/TotalAssetsGrp/EOYAmt01139351
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt031650
IRS990/TotalFunctionalExpensesGrp/TotalAmt031650
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0875
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0875
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01136307
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01139351
IRS990/TotalProgramServiceExpensesAmt031650
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037563
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt037563
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01137182
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01139351
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0320 OCEAN HOUSE ROAD
IRS990/USAddress/CityNm0CAPE ELIZABETH
IRS990/USAddress/StateAbbreviationCd0ME
IRS990/USAddress/ZIPCd004107
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW STURGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TOWN MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum02077995251
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
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/AddressLine1Txt0PO BOX 6260
ReturnHeader/Filer/USAddress/CityNm0CAPE ELIZABETH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004107
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/PreparationDt02021-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY RAAB
ReturnHeader/ReturnTs02021-05-06T19:59:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
$1,139,351
Liabilities
$0
Net assets
$1,139,351
Revenue
$37,563
Expenses
$31,650
Net income
$5,913
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