Julie House Inc (EIN 061633763) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

Julie House Inc, founded in 2001, is a community nonprofit in the Housing & Shelter sector that reported $2.6M in total revenue in fiscal year 2023. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 49% operating margin.

Mission

TO PROVIDE RESIDENTIAL CARE FOR THE ELDERLY AND DISABLED

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,104,566

Program Service Revenue $921,493

Investment Income $0

Other Revenue $592,175

TOTAL REVENUE $2,618,234

Expense Breakdown

Grants Paid $0

Salaries & Benefits $869,539

Fundraising Expenses $0

Program Expenses $1,083,972

Other Expenses $478,297

TOTAL EXPENSES $1,347,836

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,618,234	$1,357,363	+0.9%
Expenses	$1,347,836	$1,397,479	0.0%
Net Income	$1,270,398	$-40,116	-32.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$113,182

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Stacy Kesl	President	Officer	$113,182	$0	$113,182
Carlos Aedo	Board Member	Officer	$0	$0	$0
Virginia Scally	Secretary	Officer	$0	$0	$0
Sr Marie Verrilli	Treasurer	Officer	$0	$0	$0
Sr Peggy Evans	Board Member	Officer	$0	$0	$0
Patrick McLaughlin	Board Member	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,618,234	$1,347,836	$547,780	$1,270,398
2023	$1,357,364	$1,397,479	$365,706	$-40,115
2022	$1,092,669	$1,132,431	$378,952	$-39,762
2021	$1,013,670	$1,064,639	$402,368	$-50,969
2020	$903,408	$1,000,234	$533,224	$-96,826
2019	$699,192	$892,815	$488,253	$-193,623
2018	$594,389	$854,842	$613,908	$-260,453

Julie House Inc