Civic Intelligence

The Ruth J Jones Charitable Foundation

990PF • Fiscal year 2017 • EIN 30-0097675

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$30,190

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

49th percentile

2.2%

Faster asset growth than 49% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

68%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,310,482

Up $71,219 (+2.2%) from 2016

Net Assets

Up

$3,310,482

Up $71,219 (+2.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$148,634

Up $60,052 (+68%) from 2016

Expenses

Down

$69,444

Down $460,778 (-87%) from 2016

Net Income

Up

$79,190

Up $520,830 (+118%) from 2016

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

2017

Assets$3,310,482
Liabilities$0
Net Assets$3,310,482

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

2017

Revenue$148,634
Expenses$69,444
Net Income$79,190
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT B GREGORYTrustee-$30,190-$30,190
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
2018-05-08
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/EOYFMVAmt7012027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt718293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7210006
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7513554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7616491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7711601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7814469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7917497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8017269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt819119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8214109
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8911329
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9115289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt924900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt935234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9413958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt953519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt966359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9714989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9811127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9917609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1004973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1012342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1029900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1039429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1048622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1054697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10613723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1079744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10812755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1099406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1104492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1113834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1124067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1136300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1144437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1156197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1167492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1174720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1184609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1198484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1206424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12110013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1222923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1234538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12413938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12514963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1266006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt127211601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1282993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12915536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13012426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13113795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13214157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1333797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13412669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1357136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1364529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1375870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1388504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13915384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1402931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1413768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1427250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1437346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1443894
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/StockNm6BIOVERATIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DUFF & PHELPS GLOBAL UTILITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DUKE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FACEBOOK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FIRST BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GILIAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16GROWTH FUND AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19NETFLIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20POWSHARES QQQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21REGIONS FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22SECTOR SPDR ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23SECTOR SPDR TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24SHERWIN WILLIAMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25SUNTRUST BANKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DBX EFT CHINA EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ISHARES MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32JANUS INVT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34AGCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37BENTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38BLACKROCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39BRINK'S COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40BROADRIDGE FINANCIAL SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CENTENE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43CISCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CLEAN HARBORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CLEARBRIDGE AGGRESSIVE GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47COMCAST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48COMMSCOPE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50DARLING INGREDIENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51DIEBOLD NIXDORF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52DYCOM INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53FIDELITY NATIONAL INFORMATION SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54FLOWSERVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HANESBRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57IDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58INTERPUBLIC GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61KNOWLES CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LOWES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MARSH & MCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MONSANTO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MURPHY USA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NEWFIELD EXPLORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71OGE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PACKAGING CORP AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PFIZER

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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