Civic Intelligence

Ray Foundation Inc.

990PF • Fiscal year 2020 • EIN 81-0288819

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 12, 2020

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

12th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

30th percentile

-1.3%

Higher net margin than 30% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

72nd percentile

$424,167

Higher top officer pay than 72% of similar nonprofits.

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

26th percentile

-0.2%

Faster asset growth than 26% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

23%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$79,201,353

Down $119,947 (-0.2%) from 2019

Net Assets

Down

$79,201,353

Down $119,947 (-0.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin30th percentile

Revenue

Up

$13,003,309

Up $2,464,066 (+23%) from 2019

Expenses

Down

$13,178,123

Down $1,161,145 (-8.1%) from 2019

Net Income

Up

-$174,814

Up $3,625,211 (+95%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2020

Assets$79,201,353
Liabilities$0
Net Assets$79,201,353
Open 2020 Filing

Operations Trend

Revenue Growth82nd 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

2020

Revenue$13,003,309
Expenses$13,178,123
Net Income-$174,814
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES J AHEARNPresident/DirectorFT$424,167-$424,167
JEFFERY J TEMPASTreasurer/DirectorPT$193,333-$193,333
THEODORE H BROUSSEAUSecretary/DirectorPT$193,333-$193,333
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
2020-10-12
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/StockNm6650000 VSAT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6919150 WRK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm707500 ZBH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm714000 IYF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7258000 ITOT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm797000 CARR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm805510 CRNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm817000 GILD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8426070 TMUS RTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt04172025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12983562
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2820560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BEECHWOOD BARTOW LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BEECHWOOD LAKELAND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BEECHWOOD PLAZA OSHKOSH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02971152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12118329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2582597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03933519
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01579631
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0264867
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt011384
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05789401
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05789401
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01579631
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0640458
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0170375
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0810833
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt011496437
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt011496437
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt07213908
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0226721
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03933519
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03933519
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-174814
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt011710850
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0264867
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0264867
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06254
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01104
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt07358
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01579631
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05580148
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt057573
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt010159
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt067732
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt04256
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt05006
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt094954
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03354
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt098308
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt011384
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt011384
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt037158
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt023061
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0415910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012386458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0209253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt013178123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05789401
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013003309
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0890021
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0209253
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01681686
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt046818
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt046818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21997-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32004-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42006-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52002-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62008-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81993-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91988-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt101980-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122003-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt131988-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt058216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt159002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt229926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3163294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt484135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt522631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6152071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt794202

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,201,353
Liabilities
$0
Net assets
$79,201,353
Revenue
$13,003,309
Expenses
$13,178,123
Net income
-$174,814
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
2020Detailed filing. Detailed filing data is available for this year.$79.2$0.00$79.2$13.0$13.2$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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