IDDU INC DBA JULIA'S COMMUNITY (EIN 921041165) - 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

2023

Legal Domicile

Principal Officer

ROBERT J SPENCE

Phone

7044396006

Tax Period

2023-01-01 to 2023-12-31

IDDU INC DBA JULIA'S COMMUNITY, founded in 2023, is a small nonprofit in the Health Care sector that reported $207K in total revenue in fiscal year 2023. The organization ran a surplus of $75K, a strong 36% operating margin.

Mission

A COLLABORATIVE APPROACH TO THINKING DIFFERENTLY ABOUT THE WAY INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES LIVE, WORK, AND PLAY. AN INCLUSIVE COMMUNITY ON A COLLEGE CAMPUS WITH EDUCATIONAL, EMPLOYMENT, AND DAILY LIVING OPPORTUNITIES. JULIA'S COMMUNITY WORKS TO INTEGRATE SERVICES, SUPPORT, AND RESIDENTIAL ACCOMMODATIONS FOR PERSONS LIVING WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

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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 $206,996

Program Service Revenue $0

Investment Income $74

Other Revenue $0

TOTAL REVENUE $207,070

Expense Breakdown

Grants Paid $0

Salaries & Benefits $124,042

Fundraising Expenses $0

Program Expenses $16,254

Other Expenses $7,867

TOTAL EXPENSES $131,909

Year-over-Year Comparison

	2023	2022	Change
Revenue	$207,070	N/A	N/A
Expenses	$131,909	N/A	N/A
Net Income	$75,161	N/A	N/A

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

N/A

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
LORI SPENCE	DIRECTOR	1.00	Director	$0	$0	$0
LORI CHRISCOE	DIRECTOR	1.00	Director	$0	$0	$0
KEN FUQUAY	DIRECTOR	1.00	Director	$0	$0	$0
JEFF FREDRICK	DIRECTOR	1.00	Director	$0	$0	$0
RHETT BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JENN POIRER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT J SPENCE	PRESIDENT AND CHAIRMAN	1.00	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
2024	No data	No data	No data	No data
2023	$207,070	$131,909	$80,767	$75,161

IDDU INC DBA JULIA'S COMMUNITY