Civic Intelligence

Ray Foundation Inc.

990PF • Fiscal year 2021 • EIN 81-0288819

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 04, 2021

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.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

12th percentile

0.00x

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

8th percentile

-21%

Higher net margin than 8% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

78th percentile

$500,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

9th percentile

-4.1%

Faster asset growth than 9% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-21%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets12th percentile

Assets

Flat

$75,953,004

Flat from 2021

Net Assets

$75,953,004

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin8th percentile

Revenue

Flat

$10,261,571

Flat from 2021

Expenses

Flat

$12,438,084

Flat from 2021

Net Income

Flat

-$2,176,513

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth9th 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: $0Net Assets 2021: $75,953,0042021Assets 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

2021

Assets$75,953,004
Liabilities$0
Net Assets$75,953,004
Open 2021 Filing

Operations Trend

Revenue Growth11th 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 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

2021

Revenue$10,261,571
Expenses$12,438,084
Net Income-$2,176,513
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 4, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES J AHEARNPresident/DirectorFT$500,000-$500,000
JEFFERY J TEMPASTreasurer/DirectorPT$250,000-$250,000
THEODORE H BROUSSEAUDirector EmeritusPT$250,000-$250,000
PATRICIA J ARTHURSecretary/DirectorPT$10,417-$10,417
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
2021-11-04
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/StockNm635500 TRV
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm795510 CRNC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12523747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2425648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BEECHWOOD BARTOW LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BEECHWOOD LAKELAND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BEECHWOOD PLAZA OSHKOSH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02818158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11791861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2302210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03723365
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06272500
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0217450
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt08256
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010221571
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010221571
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06272500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0806267
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0204150
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01010417
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010948833
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010948833
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0232261
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03723365
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03723365
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2176513
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt018283211
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0217450
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0217450
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02865
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0505
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03370
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06272500
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09978412
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt050441
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt08901
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt059342
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt04569
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt0806
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt05375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt052894
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03329
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt056223
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt08256
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt08256
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt033549
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt025018
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0124094
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011897137
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0243159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012438084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010221571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010261571
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0948304
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0243159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01489251
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0-4831
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0-4831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32000-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51963-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61963-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92007-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111988-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt161988-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0206825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2134999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt423532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt574517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt699302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt813535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt942244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1078906

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,953,004
Liabilities
$0
Net assets
$75,953,004
Revenue
$10,261,571
Expenses
$12,438,084
Net income
-$2,176,513
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
2021Detailed filing. Detailed filing data is available for this year.$76.0$0.00$76.0$10.3$12.4$2.18
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
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