THE JULIE FUND INC (EIN 204027171) - 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

2005

Legal Domicile

Principal Officer

PETER MCAVINN

Phone

0781704599

Tax Period

2024-01-01 to 2024-12-31

THE JULIE FUND INC, founded in 2005, is a small nonprofit in the Health Care sector that reported $294K in total revenue in fiscal year 2024. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $452K exceeded revenue, resulting in a 54% operating deficit.

Mission

PROVIDE FUNDING FOR PATIENT RESEARCH AND SUPPORT OF CANCER PATIENTS AND EDUCATIONAL PROGRAMS FOR HEALTH CARE PROFESSIONALS. ALSO, WORKING WITH THE GENERAL PUBLIC IN ORDER TO RAISE AWARENESS OF THE SYMPTOMS AND THE TREATMENTS FOR WOMENS CANCERS. FUNDS PROVIDED TO MASSACHUSETTS GENERAL HOSPITAL FOR THE PURSUIT OF THE ORGANIZATIONS MISSION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $87,856

Program Service Revenue $0

Investment Income $0

Other Revenue $206,117

TOTAL REVENUE $293,973

Expense Breakdown

Grants Paid $267,290

Salaries & Benefits $0

Fundraising Expenses $12,179

Program Expenses $356,940

Other Expenses $184,753

TOTAL EXPENSES $452,043

Year-over-Year Comparison

	2024	2023	Change
Revenue	$293,973	$717,958	-0.6%
Expenses	$452,043	$542,235	-0.2%
Net Income	$-158,070	$175,723	-1.9%

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

N/A

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

$60,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL LAMEE	EXECUTIVE DI	40.00	Officer	$60,000	$0	$60,000
PETER MCAVINN	CHAIRMAN	5.00	Officer Director	$0	$0	$0
STEVEN FISCHER	TREASURER	5.00	Officer Director	$0	$0	$0
BRETT BARENHOLTZ	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH ALBANESE	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL BRODERICK	DIRECTOR	2.00	Director	$0	$0	$0
MEREDITH BEATON STARR	DIRECTOR	2.00	Director	$0	$0	$0
SHAWN BAKER	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH BAKER	DIRECTOR	2.00	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
2024	$293,973	$452,043	$126,485	$-158,070
2023	$717,958	$542,235	$284,555	$175,723
2022	$390,395	$349,612	$108,832	$40,783
2021	$286,599	$312,393	$68,049	$-25,794
2020	$298,412	$339,439	$93,843	$-41,027
2019	$330,367	$308,670	$134,870	$21,697
2018	$370,624	$351,962	$113,173	$18,662

THE JULIE FUND INC