Civic Intelligence

Mary Bartush Jones Foundation

990PF • Fiscal year 2022 • EIN 38-6505469

Nov 01, 2021 to Oct 31, 2022 • Filed on Feb 08, 2023

Organization Profile
396 E Main St PO Box 469Harbor Springs, MI 49740

(248) 647-2966

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

68th percentile

8.0%

Faster asset growth than 68% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

103%

Faster revenue growth than 89% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$768,231

Up $56,996 (+8.0%) from 2021

Net Assets

Up

$768,231

Up $56,996 (+8.0%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin93rd percentile

Revenue

Up

$93,031

Up $47,248 (+103%) from 2021

Expenses

Down

$24,298

Down $28,527 (-54%) from 2021

Net Income

Up

$68,733

Up $75,775 (+1076%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$800K$600K$400K$200K$0Assets 2011: $662,313Liabilities 2011: $6512011Assets 2012: $652,199Liabilities 2012: $02012Assets 2013: $692,946Liabilities 2013: $02013Assets 2014: $732,535Liabilities 2014: $02014Assets 2015: $740,864Liabilities 2015: $02015Assets 2019: $697,588Liabilities 2019: $02019Assets 2020: $718,547Liabilities 2020: $02020Assets 2021: $711,235Liabilities 2021: $1Net Assets 2021: $711,2352021Assets 2022: $768,231Liabilities 2022: $0Net Assets 2022: $768,2312022Assets 2023: $782,190Liabilities 2023: $1Net Assets 2023: $782,1902023Assets 2024: $772,651Liabilities 2024: $0Net Assets 2024: $772,6512024

Highlighted filing

2022

Assets$768,231
Liabilities$0
Net Assets$768,231
Open 2022 Filing

Operations Trend

Revenue Growth89th percentile

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

$100K$50K$0-$50KRevenue 2011: $35,004Expenses 2011: $29,852Net Income 2011: $5,1522011Revenue 2012: $30,978Expenses 2012: $41,925Net Income 2012: -$10,9472012Revenue 2013: $62,559Expenses 2013: $21,812Net Income 2013: $40,7472013Revenue 2014: $55,752Expenses 2014: $16,163Net Income 2014: $39,5892014Revenue 2015: $61,545Expenses 2015: $53,216Net Income 2015: $8,3292015Revenue 2019: $29,779Expenses 2019: $5,259Net Income 2019: $24,5202019Revenue 2020: $28,175Expenses 2020: $7,216Net Income 2020: $20,9592020Revenue 2021: $45,783Expenses 2021: $52,825Net Income 2021: -$7,0422021Revenue 2022: $93,031Expenses 2022: $24,298Net Income 2022: $68,7332022Revenue 2023: $34,406Expenses 2023: $20,062Net Income 2023: $14,3442023Revenue 2024: $41,258Expenses 2024: $53,494Net Income 2024: -$12,2362024

Highlighted filing

2022

Revenue$93,031
Expenses$24,298
Net Income$68,733
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Feb 8, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C CHRISTOPHER JONESPresident-$0--
MARY CATHERINE JONES HAUPTMANSecretary-$0--
MICHAEL D JONESTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRENAISSANCE YOUTH CENTERGENERAL OPERATING PURPOSEEXEMPTBRONX, NY, US$5,000
Paid GrantST FRANCES DE SALES PARISHGENERAL OPERATING PURPOSEEXEMPTHOLLAND, MI, US$5,000
Paid GrantLITTLE TRAVERSE BAY HUMANE SOCIETYGENERAL OPERATING PURPOSEEXEMPTHARBOR SPRINGS, MI, US$4,000
Paid GrantST HUGO OF THE HILLS CHURCHGENERAL OPERATING PURPOSEEXEMPTBLOOMFIELD HILLS, MI, US$4,000
Filing and Contact Details

Filer

Filer Name
Mary Bartush Jones Foundation
EIN
38-6505469
Phone
2486472966
Address
396 E MAIN ST PO BOX 469, HARBOR SPRINGS, MI 49740

Signing Officer

Name
Michael D Jones
Title
Treasurer
Phone
2486472966
Signed
2023-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Clark Hill Plc
Address
151 S OLD WOODWARD AVE SUITE 200, BIRMINGHAM, MI 48009
Preparer
J Thomas Macfarlane
Phone
2486429692
Raw XML Appendix342 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL D JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02486472966
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY BARTUSH JONES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0386505469
ReturnHeader/Filer/PhoneNum02486472966
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0380425840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK HILL PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0151 S OLD WOODWARD AVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048009
ReturnHeader/PreparerPersonGrp/PhoneNum02486429692
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J THOMAS MACFARLANE
ReturnHeader/ReturnTs02023-02-28T12:02:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02021-11-01
ReturnHeader/TaxPeriodEndDt02022-10-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$768,231
Liabilities
$0
Net assets
$768,231
Revenue
$93,031
Expenses
$24,298
Net income
$68,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.41$0.53$0.12
2023Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.34$0.20$0.14
2022Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.93$0.24$0.69
2021Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.46$0.53$0.07
2020Summary only. Only limited summary data is available for this year.$7.19$0.00$0.28$0.07$0.21
2019Summary only. Only limited summary data is available for this year.$6.98$0.00$0.30$0.05$0.25
2015Summary only. Only limited summary data is available for this year.$7.41$0.00$0.62$0.53$0.08
2014Summary only. Only limited summary data is available for this year.$7.33$0.00$0.56$0.16$0.40
2013Summary only. Only limited summary data is available for this year.$6.93$0.00$0.63$0.22$0.41
2012Summary only. Only limited summary data is available for this year.$6.52$0.00$0.31$0.42$0.11
2011Summary only. Only limited summary data is available for this year.$6.62$0.01$0.35$0.30$0.05