Civic Intelligence

The Ruth J Jones Charitable Foundation

990PF • Fiscal year 2016 • EIN 30-0097675

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

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

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

2nd percentile

-499%

Higher net margin than 2% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

51st percentile

$28,091

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 31.7% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-16%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$3,239,263

Down $481,392 (-13%) from 2015

Net Assets

Down

$3,239,263

Down $481,392 (-13%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$88,582

Down $17,076 (-16%) from 2015

Expenses

Up

$530,222

Up $222,019 (+72%) from 2015

Net Income

Down

-$441,640

Down $239,095 (-118%) from 2015

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

2016

Assets$3,239,263
Liabilities$0
Net Assets$3,239,263

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

2016

Revenue$88,582
Expenses$530,222
Net Income-$441,640
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT B GREGORYTrustee-$28,091-$28,091
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJOSEPH & ALICE MCKEEN STUDY CENTERUNRESTRICTEDPUBLICBRUNSWICK, ME, US$420,083
Paid GrantWISCASSET CHRISTIAN ACADEMNYUNRESTRICTEDPUBLICWISCASSET, ME, US$22,000
Paid GrantCARENETUNRESTRICTEDPUBLICLEESBURG, VA, US$15,000
Paid GrantFAMILY LIFE FELLOWSHIPUNRESTRICTEDPUBLICMOBERLY, MO, US$10,000
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
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Bruce A Bachelder CPA
Address
285 Biscay Road, Damariscotta, ME 04543
Preparer
Bruce a Bachelder CPA
Phone
2075637540
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8212014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8318962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8410306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt857998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt868668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8711444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt887578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt893436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt908942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt913256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt926018
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt986791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt998088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1006503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10113716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1027795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1035417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10412980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1056289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1069021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1077556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1083150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1092235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1104902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1113108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1125778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1134443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1143362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1159218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1164643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1174171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1188833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1193352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1202910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1217364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12212506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1235412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1244769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt125159718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1263397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12710878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12811243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12911710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13010631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1313173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13215027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1333237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1343521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1354163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1366269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13711155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1387344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1394464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1402887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1415332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1429627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1435252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BAR HARBOR BANKSHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BIOGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BLACKROCK ENHANCED EQUITY DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COMCAST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DUFF & PHELPS GLOBAL UTILITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DUKE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FACEBOOK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15FIRST BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16GILIAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17GROWTH FUND AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MADISON STRATEGIC SECTOR PREMIUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NETFLIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22POWSHARES QQQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23REGIONS FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24SECTOR SPDR ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25SECTOR SPDR TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SHERWIN WILLIMAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27SUNTRUST BANKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30HENDERSON GLOBAL EQUITY INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ISHARES MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34AGCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37BLACKROCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38BROADRIDGE FINANCIAL SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CENTENE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CISCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CLEAN HARBORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43CLEARBRIDGE AGGRESSIVE GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DARLING INGREDIENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47DISCOVER FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ENVESION HEALTHCARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FIDELITY NATIONAL INFORMATION SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FLOWSERVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GENERAL MOTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HANESBRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54IDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57KNOWLES CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LOWES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MARSH & MCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MONSANTO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MURPHY USA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65NEWFIELD EXPLORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67OGE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PACKAGING CORP AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72POLARIS INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PRAXAIR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74THOR INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TIMKIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TRINITY INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VF CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81WEC ENERGY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WESTERN UNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WESTROCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WHIRLPOOL

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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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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