Civic Intelligence

The Ruth J Jones Charitable Foundation

990PF • Fiscal year 2015 • EIN 30-0097675

Jan 01, 2015 to Dec 31, 2015 • Filed on May 02, 2016

C/O Robert B GregoryDamariscotta, ME 04543

(207) 563-8104

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

4th percentile

-192%

Higher net margin than 4% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$28,828

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 27.3% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

16th percentile

-7.2%

Faster asset growth than 16% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-54%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$3,720,655

Down $290,017 (-7.2%) from 2014

Net Assets

Down

$3,720,655

Down $290,017 (-7.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$105,658

Down $124,260 (-54%) from 2014

Expenses

Up

$308,203

Up $49,665 (+19%) from 2014

Net Income

Down

-$202,545

Down $173,925 (-608%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $145,521Liabilities 2010: $0Net Assets 2010: $145,5212010Assets 2011: $132,183Liabilities 2011: $0Net Assets 2011: $132,1832011Assets 2012: $131,311Liabilities 2012: $0Net Assets 2012: $131,3112012Assets 2014: $4,010,672Liabilities 2014: $0Net Assets 2014: $4,010,6722014Assets 2015: $3,720,655Liabilities 2015: $0Net Assets 2015: $3,720,6552015Assets 2016: $3,239,263Liabilities 2016: $0Net Assets 2016: $3,239,2632016Assets 2017: $3,310,482Liabilities 2017: $0Net Assets 2017: $3,310,4822017Assets 2018: $3,319,703Liabilities 2018: $0Net Assets 2018: $3,319,7032018Assets 2019: $3,236,956Liabilities 2019: $0Net Assets 2019: $3,236,9562019Assets 2020: $3,196,599Liabilities 2020: $0Net Assets 2020: $3,196,5992020Assets 2021: $3,283,974Liabilities 2021: $0Net Assets 2021: $3,283,9742021Assets 2022: $3,526,362Liabilities 2022: $0Net Assets 2022: $3,526,3622022Assets 2023: $3,295,955Liabilities 2023: $0Net Assets 2023: $3,295,9552023Assets 2024: $3,210,070Liabilities 2024: $0Net Assets 2024: $3,210,0702024

Highlighted filing

2015

Assets$3,720,655
Liabilities$0
Net Assets$3,720,655

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $21,9812010Expenses 2011: $19,0222011Expenses 2012: $3,6792012Revenue 2014: $229,918Expenses 2014: $258,538Net Income 2014: -$28,6202014Revenue 2015: $105,658Expenses 2015: $308,203Net Income 2015: -$202,5452015Revenue 2016: $88,582Expenses 2016: $530,222Net Income 2016: -$441,6402016Revenue 2017: $148,634Expenses 2017: $69,444Net Income 2017: $79,1902017Revenue 2018: $215,662Expenses 2018: $206,441Net Income 2018: $9,2212018Revenue 2019: $219,515Expenses 2019: $302,262Net Income 2019: -$82,7472019Revenue 2020: $260,310Expenses 2020: $300,667Net Income 2020: -$40,3572020Revenue 2021: $415,223Expenses 2021: $327,848Net Income 2021: $87,3752021Revenue 2022: $636,621Expenses 2022: $394,233Net Income 2022: $242,3882022Revenue 2023: $117,591Expenses 2023: $347,998Net Income 2023: -$230,4072023Revenue 2024: $251,249Expenses 2024: $337,134Net Income 2024: -$85,8852024

Highlighted filing

2015

Revenue$105,658
Expenses$308,203
Net Income-$202,545
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 2, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT B GREGORYTrustee-$28,828-$28,828
Filing and Contact Details

Filer

Filer Name
The Ruth J Jones Charitable Foundation
EIN
30-0097675
Phone
2075638104
Address
C/O ROBERT B GREGORY, DAMARISCOTTA, ME 04543

Signing Officer

Name
Robert B Gregory
Title
Trustee
Phone
2075638104
Signed
2016-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Bruce A Bachelder CPA
Address
PO Box 1479, Damariscotta, ME 04543
Preparer
Bruce a Bachelder CPA
Phone
2075637540
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt775018
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7911064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt808
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt839529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt847532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt854098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt866106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8710437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8815725
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9511264
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt984870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt999263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1004156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1017283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1026896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1036418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1046706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10513763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1061995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1077164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10814905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1094424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1109842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1115774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1123175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1136264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1142732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1153779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1164468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1178502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1182502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1193431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt120149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1219538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1223524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1233984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1242170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1253420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12612959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1276617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12813010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129152294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13010798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13112046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1324042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1339729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1342977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1356696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1363688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1373114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1384547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13910024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14013218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1412391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1423251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1437993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1445649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14512048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BAR HARBOR BANKSHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BIOGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BLACKROCK ENHANCED EQUITY DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COMCAST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DUFF & PHELPS GLOBAL UTILITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DUKE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11EATON VANCE TAX MANAGED OPPS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12FACEBOOK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FIRST BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14GILIAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GOOGLE A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16GOOGLE C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17GROWTH FUND AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MADISON STRATEGIC SECTOR PREMIUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20NETFLIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NUANCE COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22POWSHARES QQQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23REGIONS FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24SECTOR SPDR ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25SECTOR SPDR TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SUNTRUST BANKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29WHOLE FOODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30HENDERSON GLOBAL EQUITY INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ISHARES MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ADT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35AGCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38BLACKROCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39BOEING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40BROADRIDGE FINANCIAL SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CENTENE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43CLEAN HARBORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CLEARBRIDGE AGGRESSIVE GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46CULLEN FROST BANKERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48DARLING INGREDIENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49DISCOVER FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50EMC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FIDELITY NATIONAL INFORMATION SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52FLOWSERVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53GENERAL MOTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HANESBRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56IDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59KINDER MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60KNOWLES CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LOWES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MACY'S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MARSH & MCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MONSANTO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MURPHY USA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NEWFIELD EXPLORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70OGE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ONE GAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PACKAGING CORP AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76POLARIS INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PRAXAIR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78THOR INDUSTRIES

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$3.21$0.25$0.34$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.12$0.35$0.23
2022Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.64$0.39$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.42$0.33$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.26$0.30$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.22$0.30$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.22$0.21$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.15$0.07$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.09$0.53$0.44
2015Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.11$0.31$0.20
2014Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.23$0.26$0.03
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.02