Civic Intelligence

Thomas Jordan Trust Town of Cape Elizabeth

990 • Fiscal year 2023 • EIN 22-6681420

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 30, 2024

Organization ProfileNONE
320 Ocean House RoadCape Elizabeth, ME 04107

(207) 799-5251

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.42x

Higher debt load relative to revenue than 77% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

61st percentile

8.9%

Faster asset growth than 61% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,266,442

Up $103,713 (+8.9%) from 2022

Net Assets

Up

$1,251,112

Up $88,383 (+7.6%) from 2022

Liabilities

Up

$15,330

Up $15,330 from 2022

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin92nd percentile

Revenue

Down

$36,796

Down $18,138 (-33%) from 2022

Expenses

Down

$15,330

Down $43,569 (-74%) from 2022

Net Income

Up

$21,466

Up $25,431 (+641%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2023

Assets$1,266,442
Liabilities$15,330
Net Assets$1,251,112
Open 2023 Filing

Operations Trend

Revenue Growth11th 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

2023

Revenue$36,796
Expenses$15,330
Net Income$21,466
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 30, 2024
Return Version
2022v5.0
Gross Receipts
$36,796
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$1,162,729$1,251,112▲ $88,383
Investments in Publicly Traded Securities$743,043$1,052,315▲ $309,272
Savings and Temporary Cash Investments$419,686$214,127▼ $205,559
Total Assets$1,162,729$1,266,442▲ $103,713
Liabilities
Other Liabilities-$15,330-
Total Liabilities$0$15,330▲ $15,330
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,162,729$1,251,112▲ $88,383
Total Liabilities and Net Assets / Fund Balance$1,162,729$1,266,442▲ $103,713
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jeremy a GabrielsonChair
Caitlin Jordan HarrimanCommittee Me
Penelope a JordanCommittee Me
Stephanie P AndersonCommittee Me
Susan a GillisCommittee Me
Timothy L ThompsonCommittee Me
Timothy S ReinigerCommittee Me
Matthew SturgisTown Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$36,796
Other Revenue
$0
Change in Net Assets
$21,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,330
Other Expenses$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$14,330--$14,330
Fees for Services Accounting$1,000--$1,000
Total Functional Expenses$15,330$0$0$15,330
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$15,330
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
320 OCEAN HOUSE ROAD, CAPE ELIZABETH, ME 04107

Signing Officer

Name
Matthew Sturgis
Title
Town Manager
Phone
2077995251
Signed
2024-04-30
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
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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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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.).
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/ReturnTs02024-05-01T10:41:05-04:00
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,266,442
Liabilities
$15,330
Net assets
$1,251,112
Revenue
$36,796
Expenses
$15,330
Net income
$21,466
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