Civic Intelligence

The Ruth J Jones Charitable Foundation

990PF • Fiscal year 2023 • EIN 30-0097675

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 22, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

4th percentile

-196%

Higher net margin than 4% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

55th percentile

$25,550

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

17th percentile

-6.5%

Faster asset growth than 17% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-82%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$3,295,955

Down $230,407 (-6.5%) from 2022

Net Assets

Down

$3,295,955

Down $230,407 (-6.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$117,591

Down $519,030 (-82%) from 2022

Expenses

Down

$347,998

Down $46,235 (-12%) from 2022

Net Income

Down

-$230,407

Down $472,795 (-195%) from 2022

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

2023

Assets$3,295,955
Liabilities$0
Net Assets$3,295,955

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

2023

Revenue$117,591
Expenses$347,998
Net Income-$230,407
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 22, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT B GREGORYTrustee-$25,550-$25,550
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
2024-04-22

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/EOYFMVAmt1333996
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1353197
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14019864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1415226
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14611197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14710146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DEERE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ELI LILY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10GROWTH FUND AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11INVESCO QQQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14NETFLIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16OCCIDENTAL PETE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17SECTOR SPDR TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18SERVICENOW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19SHERWIN WILLIAMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20TESLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21UBER TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22UNITED HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ISHARES MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SHOPIFY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DEVON ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28TRUIST FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BAR HARBOR BANKSHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FIRST BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ABBVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34AGCO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36APPLE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38BELDEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39BOOT BARN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40BOSTON BEER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41BRINK'S COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42BROADCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43BROADRIDGE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CHARLES SCHWAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46COMCAST
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48DYCOM INDUSTRIES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FIDELITY NATIONAL INFORMATION SERVICES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HONEYWELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54IDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55INGEVITY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ISHARES S&P 500 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58LOUISIANNA PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LOWES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MARSH & MCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MGP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MOTOROLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MURPHY USA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NORTHROP GRUMMAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PACKAGING CORP AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73POLARIS INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SEI INVESTMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75S&P GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77THOR INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TIMKIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TJX COMPANIES
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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
2023Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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