Civic Intelligence

The Ruth J Jones Charitable Foundation

990PF • Fiscal year 2019 • EIN 30-0097675

Jan 01, 2019 to Dec 31, 2019 • Filed on May 20, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

13th percentile

-38%

Higher net margin than 13% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$32,596

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

28th percentile

-2.5%

Faster asset growth than 28% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

1.8%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$3,236,956

Down $82,747 (-2.5%) from 2018

Net Assets

Down

$3,236,956

Down $82,747 (-2.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$219,515

Up $3,853 (+1.8%) from 2018

Expenses

Up

$302,262

Up $95,821 (+46%) from 2018

Net Income

Down

-$82,747

Down $91,968 (-997%) from 2018

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

2019

Assets$3,236,956
Liabilities$0
Net Assets$3,236,956

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

2019

Revenue$219,515
Expenses$302,262
Net Income-$82,747
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 20, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT B GREGORYTrustee-$32,596-$32,596
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
2020-05-20

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/EOYFMVAmt1028695
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1056521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1065323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1079538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1087349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10915138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1108773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1113331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1126353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11311913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11417458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1157769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1167350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1178055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11821100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1193673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt120257127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1217328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1224037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12316740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1245877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12517553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1262226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1275708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1285670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1294326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1306176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1316607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1325518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13323937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1346122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1354011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1365546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1375436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BAR HARBOR BANKSHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DUFF & PHELPS GLOBAL UTILITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FACEBOOK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11FIRST BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12GILIAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13GROWTH FUND AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14INVESCO QQQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17NETFLIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18REGIONS FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19SECTOR SPDR TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20SHERWIN WILLIAMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21TRUIST FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DBX EFT CHINA EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ISHARES MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27JANUS INVT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28AGCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ANTHEM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33BENTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34BRINK'S COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35BROADRIDGE FINANCIAL SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CENTENE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CISCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CLEAN HARBORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CLEARBRIDGE AGGRESSIVE GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CME GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43COMCAST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CRANE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DARLING INGREDIENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DYCOM INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FIDELITY NATIONAL INFORMATION SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FIRST HORIZON NATL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HANESBRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50HONEYWELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51IDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52INTL FLAVORS & FRAGRANCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55KNOWLES CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57LOWES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MARSH & MCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MURPHY USA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PACKAGING CORP AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PNC FINANCIAL SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68POLARIS INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SEI INVESTMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71THOR INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72TIMKIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TRINITY INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77WATSCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78WEC ENERGY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79WESTERN UNION

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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
2019Detailed filing. Detailed filing data is available for this year.$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