Julies Family Learning Program Inc (EIN 113692512) - 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

2003

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Julies Family Learning Program Inc, founded in 2003, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $1.6M left a modest 10% surplus.

Mission

JULIES FAMILY LEARNING PROGRAMS MISSION IS TO BREAK THE CYCLE OFPOVERTY AMONG LOW-INCOME, AT-RISK FAMILIES BY PROVIDING SERVICES THAT ENABLE ADULT LEARNERS AND THEIR CHILDREN TO BECOME HEALTHY, RESPONSIBLE AND SUCCESSFUL AT LIFE AND SELF SUFFICIENT.

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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 $1,774,529

Program Service Revenue $0

Investment Income $11,178

Other Revenue $0

TOTAL REVENUE $1,785,707

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,211,744

Fundraising Expenses $149,163

Program Expenses $1,088,469

Other Expenses $388,983

TOTAL EXPENSES $1,600,727

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,785,707	$1,507,126	+0.2%
Expenses	$1,600,727	$1,520,845	+0.1%
Net Income	$184,980	$-13,719	-14.5%

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

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

Total Directors

Key Employees

$209,396

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michelle Persson Reilly	Executive Director	35.00	Key Emp	$133,391	$401	$133,792
Rachel Britton	Director of Finance	35.00	Key Emp	$72,788	$2,816	$75,604
Lauretta Brennan	Director	0.50	Director	$0	$0	$0
Pamela Williams	Director	0.50	Director	$0	$0	$0
George Soule	Director	0.50	Director	$0	$0	$0
Mary Beth Sweeney	Director	0.50	Director	$0	$0	$0
Mary Davis	Director	0.50	Director	$0	$0	$0
Alex Morrabal	Director	0.50	Director	$0	$0	$0
Sr Louise Kearns Snd	Director	0.50	Director	$0	$0	$0
Joseph Rull	Director	0.50	Director	$0	$0	$0
Theresa Dever	Director	0.50	Director	$0	$0	$0
Sr Maria Delaney	Director	0.50	Director	$0	$0	$0
Casey Shaughnessy	Director	0.50	Director	$0	$0	$0
Sr Barbara Gutierrez	Director	0.50	Director	$0	$0	$0
Karen Whiteknact	Vice Chair	0.50	Officer Director	$0	$0	$0
Sharon Asiaf	Chair	0.50	Officer Director	$0	$0	$0
Michael Racette	Secretary	0.50	Officer Director	$0	$0	$0
Elizabeth Briggs	Treasurer	0.50	Officer Director	$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
2025	No data	No data	No data	No data
2024	$1,785,707	$1,600,727	$618,335	$184,980
2023	$1,507,126	$1,520,845	$500,382	$-13,719
2022	$1,352,900	$1,552,772	$387,678	$-199,872
2021	$1,223,177	$1,212,825	$571,160	$10,352
2020	$1,441,589	$1,345,372	$689,462	$96,217
2019	$932,141	$1,140,922	$498,589	$-208,781

Julies Family Learning Program Inc