JULIE INC (EIN 362944012) - 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

1974

Legal Domicile

Principal Officer

MARK FROST

Phone

8157415684

Tax Period

2023-01-01 to 2023-12-31

JULIE INC, founded in 1974, is a mid-sized nonprofit that reported $12.1M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

ENHANCE PUBLIC SAFETY BY ASSISTING THE PUBLIC AND UTILITY OWNERS TO LOCATE UNDERGROUND FACILITIES BEFORE EXCAVATION TO PREVENT PERSONAL INJURY AND SERVICE DISRUPTIONS.

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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 $1,715,819

Program Service Revenue $10,126,901

Investment Income $233,850

Other Revenue $910

TOTAL REVENUE $12,077,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,205,995

Fundraising Expenses $0

Other Expenses $2,971,971

TOTAL EXPENSES $12,177,966

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,077,480	$10,522,814	+0.1%
Expenses	$12,177,966	$10,823,502	+0.1%
Net Income	$-100,486	$-300,688	-0.7%

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

102

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

$876,278

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KORTE GREGG	DIRECTOR (TO JULY 2023)	0.50	Director	$0	$0	$0
DEMAY DONOVAN	DIRECTOR	0.50	Director	$0	$0	$0
JESSEN RANDALL	DIRECTOR	0.50	Director	$0	$0	$0
KREINBRINK FRED	DIRECTOR	0.50	Director	$0	$0	$0
HOBSON TOM	DIRECTOR	0.50	Director	$0	$0	$0
JOHNSON GERALD	DIRECTOR	0.50	Director	$0	$0	$0
URIDIL-DOLMAN JENNIFER	DIRECTOR (FROM JULY 2023)	0.50	Director	$0	$0	$0
HAMILTON ANDY	DIRECTOR (TO JULY 2023)	0.50	Director	$0	$0	$0
SHEEHY CORY	DIRECTOR	0.50	Director	$0	$0	$0
CEMPEL DANIEL	DIRECTOR (FROM JULY 2023)	0.50	Director	$0	$0	$0
SMITH DALE	DIRECTOR (TO JULY 2023)	0.50	Director	$0	$0	$0
HEINZ KELLEY	DIRECTOR (FROM JULY 2023)	0.50	Director	$0	$0	$0
HAMILTON ANDY	PRESIDENT (FROM JULY 2023)	4.00	Officer Director	$0	$0	$0
CAVENAILE KEVIN	PRESIDENT (TO JULY 2023)	4.00	Officer Director	$0	$0	$0
JONES JONATHAN	SECRETARY (FROM JULY 2023)	0.50	Officer Director	$0	$0	$0
URIDIL-DOLMAN JENNIFER	SECRETARY (TO JULY 2023)	0.50	Officer Director	$0	$0	$0
KOWALSKE KENT	DIRECTOR (TO JULY 2023)	0.50	Director	$0	$0	$0
HOERCHLER AARON	TREASURER	0.50	Officer Director	$0	$0	$0
MARK A FROST	EXECUTIVE DIRECTOR	40.00	Officer	$379,704	$86,537	$466,241
KAREN M TUNNEY	DIRECTOR OF FINANCE (TO AUGUST 2023)	40.00	Officer	$208,641	$34,979	$243,620
RYAN J HORNE	DIRECTOR OF FINANCE (FROM MARCH 2023)	40.00	Officer	$116,174	$50,243	$166,417
OKIE L PICCO	DIRECTOR OF CALL CENTER OPERATIONS	40.00	Highest	$144,389	$51,818	$196,207
KEVIN CHMURA	DIRECTOR OF PUBLIC RELATIONS	40.00	Highest	$145,835	$62,150	$207,985
JEFF NELSON	DIRECTOR OF MEMBER SERVICES	40.00	Highest	$133,155	$51,886	$185,041
DWIGHT KLEIN	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$134,336	$50,015	$184,351
LYNETTE PEEL	PC/TELECOM SUPPORT/FACILITIES	40.00	Highest	$120,792	$22,560	$143,352

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	No data	No data	No data	No data
2023	$12,077,480	$12,177,966	$17,472,643	$-100,486
2022	$10,522,814	$10,823,502	$16,883,180	$-300,688
2021	$10,326,863	$10,134,289	$17,918,403	$192,574
2020	$10,586,687	$10,002,855	$17,181,914	$583,832
2019	$10,233,665	$10,323,773	$16,305,267	$-90,108
2018	$10,699,583	$9,442,425	$15,702,412	$1,257,158

JULIE INC