JULIAN MEDICAL FOUNDATION INC

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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

2000

Legal Domicile

Principal Officer

Charles Kimball

Phone

7607651825

Tax Period

2020-01-01 to 2020-12-31

JULIAN MEDICAL FOUNDATION INC, founded in 2000, is a micro nonprofit in the Unknown sector that reported $86K in total revenue in fiscal year 2020. The organization ran a surplus of $20K, a strong 24% operating margin.

Mission

To foster the presence and availability of high quality health and medical care within the Julian area including being the owner of a rural health clinic in Julian and the promotion and sponsorship of activities addressing community-wide issues of health and safety.

Program Service Accomplishments

Program 1

Expenses: $64,482 Revenue: $86,253

To foster the presence and availability of high quality health and medical care within the Julian area including being the owner of a rural health clinic in Julian. Also the promotion and sponsorship...

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $85,979

Investment Income $274

Other Revenue $0

TOTAL REVENUE $86,253

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,482

Other Expenses $65,818

TOTAL EXPENSES $65,818

Year-over-Year Comparison

	2020	2019	Change
Revenue	$86,253	$87,224	0.0%
Expenses	$65,818	$67,025	0.0%
Net Income	$20,435	$20,199	+0.0%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Russell Englevik	Board Member	1	Director	$0	$0	$0
Matt Kramer	Board Member	1	Director	$0	$0	$0
Alan Marvin	Board Member	1	Director	$0	$0	$0
Carl E Englund	President	1	Officer	$0	$0	$0
Chuck Kimball	Vice President	15	Officer	$0	$0	$0
Arlene Smith	Treasurer/Secretary	3	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
2020	$86,253	$65,818	$801,123	$20,435