JULIA F THOMPSON INC

EIN: 760594258 501(c)(3) Education

MISSOURI CITY, TX

Total Revenue
$261,170
Total Expenses
$231,548
Total Assets
$445,917
Net Assets
$445,917
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
TX
Tax Period
2023-01-01 to 2023-12-31

JULIA F THOMPSON INC, founded in 1997, is a small nonprofit in the Education sector that reported $261K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $232K left a modest 11% surplus.

Mission

Provide charitable giving to improve the quality of life for individuals and families through leadership mentoring education economic development and health wellness in the Fort Bend County and Greater Houston Metropolitan area.

Program Service Accomplishments

Program 1
Expenses: $107,205 Revenue: $0

The organization supports programs and organizations that foster high academic excellence for all students enabling them to reach and expand their potential and to prepare them to become productive...

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The organization supports programs and organizations that foster high academic excellence for all students enabling them to reach and expand their potential and to prepare them to become productive responsible ethical creative and compassionate members in a global society. These programs include but are not limited to providing scholarships to local students supporting local schools educators and local education-related requests.

Program 2
Expenses: $35,700 Revenue: $0

The organization is committed to education. Through these annual programs Food Drives and Donations Health Symposium Reading is Fundamental Week Outreach Programs and Walking to Support the Cause we...

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The organization is committed to education. Through these annual programs Food Drives and Donations Health Symposium Reading is Fundamental Week Outreach Programs and Walking to Support the Cause we are able to execute the mission of service and education in the Fort Bend County community and surrounding areas.

Program 3
Expenses: $10,978 Revenue: $0

The organization is committed to supporting programs that educate support and empower individuals to improve and maintain their overall health and well-being through healthy lifestyle choices and to...

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The organization is committed to supporting programs that educate support and empower individuals to improve and maintain their overall health and well-being through healthy lifestyle choices and to create a culture of wellness throughout the Fort Bend County and Greater Houston areas. Health and wellness programs include but are not limited to workshops seminars and financial resources County community and surrounding areas.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $261,091
Program Service Revenue $0
Investment Income $79
Other Revenue $0
TOTAL REVENUE $261,170

Expense Breakdown

Grants Paid $155,914
Salaries & Benefits $0
Fundraising Expenses $55,781
Program Expenses $155,914
Other Expenses $75,634
TOTAL EXPENSES $231,548

Year-over-Year Comparison

2023 2022 Change
Revenue $261,170 $212,862 +0.2%
Expenses $231,548 $172,489 +0.3%
Net Income $29,622 $40,373 -0.3%
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

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Liquidity & Cash Position

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Governance

Voting Members
714
Independent Members
714
Employees
N/A
Volunteers
714

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
10
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sharon Lester Director 1.00
Director
$0 $0 $0
Chelsea Ball Director 1.00
Director
$0 $0 $0
Tawanna McInnis Cole Director 1.00
Director
$0 $0 $0
Michelle Calhoun Director 1.00
Director
$0 $0 $0
Monica Green Director 1.00
Director
$0 $0 $0
Christina Porter Director 1.00
Director
$0 $0 $0
Ariel Robinson Director 1.00
Director
$0 $0 $0
Sonja Reed Director 4.00
Director
$0 $0 $0
Della Sanders Director 1.00
Director
$0 $0 $0
Laura Collins President 20.00
Officer
$0 $0 $0
Jessica Hill First Vice President 2.00
Officer
$0 $0 $0
Saki Indakwa Second Vice President 2.00
Officer
$0 $0 $0
Lynsay Gaines Anderson Secretary 3.00
Officer
$0 $0 $0
Shanae Ivey Assistant Secretary 3.00
Officer
$0 $0 $0
Samantha Taylor Treasurer 20.00
Officer
$0 $0 $0
Charis Axel Assistant Treasurer 5.00
Officer
$0 $0 $0
Judy Barnes Financial Secretary 15.00
Officer
$0 $0 $0
Monica Martinez Assistant Financial Secretary 3.00
Officer
$0 $0 $0
Detri Spears Parliamentarian 5.00
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
2023 $261,170 $231,548 $445,917 $29,622
2022 $212,862 $172,489 $417,771 $40,373
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