Civic Intelligence

Ray Foundation Inc.

990PF • Fiscal year 2019 • EIN 81-0288819

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

Organization Profile
100 Aviation Drive South No 203Naples, FL 34104

(239) 649-5733

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

9th percentile

-36%

Higher net margin than 9% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

61st percentile

$348,750

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

10th percentile

-4.7%

Faster asset growth than 10% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$79,321,300

Down $3,926,481 (-4.7%) from 2018

Net Assets

Down

$79,321,300

Down $3,926,481 (-4.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin9th percentile

Revenue

Down

$10,539,243

Down $6,977,472 (-40%) from 2018

Expenses

Up

$14,339,268

Up $10,977,770 (+327%) from 2018

Net Income

Down

-$3,800,025

Down $17,955,242 (-127%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$100M$50M$0Assets 2012: $10,389,690Liabilities 2012: $02012Assets 2013: $10,517,998Liabilities 2013: $02013Assets 2014: $12,360,714Liabilities 2014: $02014Assets 2015: $11,439,553Liabilities 2015: $02015Assets 2016: $11,505,510Liabilities 2016: $8482016Assets 2018: $83,247,781Liabilities 2018: $0Net Assets 2018: $83,247,7812018Assets 2019: $79,321,300Liabilities 2019: $0Net Assets 2019: $79,321,3002019Assets 2020: $79,201,353Liabilities 2020: $0Net Assets 2020: $79,201,3532020Assets 2021: $75,953,004Liabilities 2021: $12021Assets 2022: $76,177,416Liabilities 2022: $0Net Assets 2022: $76,177,4162022Assets 2023: $72,677,238Liabilities 2023: $0Net Assets 2023: $72,677,2382023Assets 2024: $71,209,961Liabilities 2024: $0Net Assets 2024: $71,209,9612024Assets 2025: $66,934,933Liabilities 2025: $0Net Assets 2025: $66,934,9332025

Highlighted filing

2019

Assets$79,321,300
Liabilities$0
Net Assets$79,321,300
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

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

$30M$20M$10M$0-$10MRevenue 2012: $801,399Expenses 2012: $184,302Net Income 2012: $617,0972012Revenue 2013: $546,192Expenses 2013: $417,884Net Income 2013: $128,3082013Revenue 2014: $3,597,405Expenses 2014: $1,754,689Net Income 2014: $1,842,7162014Revenue 2015: $3,511,052Expenses 2015: $4,432,213Net Income 2015: -$921,1612015Revenue 2016: $3,687,549Expenses 2016: $3,622,440Net Income 2016: $65,1092016Revenue 2018: $17,516,715Expenses 2018: $3,361,498Net Income 2018: $14,155,2172018Revenue 2019: $10,539,243Expenses 2019: $14,339,268Net Income 2019: -$3,800,0252019Revenue 2020: $13,003,309Expenses 2020: $13,178,123Net Income 2020: -$174,8142020Revenue 2021: $10,261,571Expenses 2021: $12,438,084Net Income 2021: -$2,176,5132021Revenue 2022: $11,505,599Expenses 2022: $11,390,289Net Income 2022: $115,3102022Revenue 2023: $7,315,310Expenses 2023: $11,818,859Net Income 2023: -$4,503,5492023Revenue 2024: $18,684,076Expenses 2024: $20,151,373Net Income 2024: -$1,467,2972024Revenue 2025: $9,577,031Expenses 2025: $13,852,059Net Income 2025: -$4,275,0282025

Highlighted filing

2019

Revenue$10,539,243
Expenses$14,339,268
Net Income-$3,800,025
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES J AHEARNPresident/DirectorFT$348,750-$348,750
JEFFERY J TEMPASTreasurer/DirectorPT$115,000-$115,000
THEODORE H BROUSSEAUSecretary/DirectorPT$115,000-$115,000
Filing and Contact Details

Filer

Filer Name
Ray Foundation Inc
EIN
81-0288819
Phone
2396495733
Address
100 AVIATION DRIVE SOUTH NO 203, NAPLES, FL 34104

Signing Officer

Name
Jeffery J Tempas
Title
VP - Treasurer
Phone
2396495733
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Steven W Yocum CPA
Address
2 INVERNESS DRIVE EAST STE 187, CENTENNIAL, CO 80112
Preparer
Steven W Yocum
Phone
3037306500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm861182 CI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm871800 ALC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03668182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1521823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22969979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3966276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BEECHWOOD BARTOW LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1UNIVERSITY HOTEL DEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BEECHWOOD LAKELAND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BEECHWOOD PLAZA OSHKOSH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02604409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1370494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22108685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3686056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04229011
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04442354
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0390187
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt02691
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt09064243
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09064243
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04442354
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0445262
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0133488
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0578750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt013229794
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013229794
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01475000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0170087
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04229011
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04229011
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3800025
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05092571
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0390187
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0390187
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03765
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0664
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04429
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04442354
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08895318
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt055568
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt09806
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt065374
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt03825
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt0675
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt094583
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03382
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt097965
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02691
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02691
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt025797
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt020460
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0144689
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt013901824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0168925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt014339268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09064243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010539243
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0672030
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0168925
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01109474
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt040680
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt040680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21987-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31992-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41987-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52006-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62000-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71988-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81998-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91998-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102000-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111997-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt121996-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt131992-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt141993-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152007-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt161988-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt171988-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt181998-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt191998-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt201988-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt211992-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt221998-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt231988-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt241988-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt251993-04-23

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,321,300
Liabilities
$0
Net assets
$79,321,300
Revenue
$10,539,243
Expenses
$14,339,268
Net income
-$3,800,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$66.9$0.00$66.9$9.58$13.9$4.28
2024Detailed filing. Detailed filing data is available for this year.$71.2$0.00$71.2$18.7$20.2$1.47
2023Detailed filing. Detailed filing data is available for this year.$72.7$0.00$72.7$7.32$11.8$4.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.2$0.00$76.2$11.5$11.4$0.12
2021Summary only. Only limited summary data is available for this year.$76.0$0.00$10.3$12.4$2.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.2$0.00$79.2$13.0$13.2$0.17
2019Detailed filing. Detailed filing data is available for this year.$79.3$0.00$79.3$10.5$14.3$3.80
2018Detailed filing. Detailed filing data is available for this year.$83.2$0.00$83.2$17.5$3.36$14.2
2016Summary only. Only limited summary data is available for this year.$11.5$0.00$3.69$3.62$0.07
2015Summary only. Only limited summary data is available for this year.$11.4$0.00$3.51$4.43$0.92
2014Summary only. Only limited summary data is available for this year.$12.4$0.00$3.60$1.75$1.84
2013Summary only. Only limited summary data is available for this year.$10.5$0.00$0.55$0.42$0.13
2012Summary only. Only limited summary data is available for this year.$10.4$0.00$0.80$0.18$0.62