Zero liabilities across all filing periods, demonstrating strong financial management.
Significant revenue growth in the latest filing period (202312) to $717,958.
Healthy asset accumulation, reaching $284,555 in 202312.
Strong program spending ratio due to minimal overhead and no executive compensation.
Spending Breakdown
How Julie Fund Inc allocates its funds across programs, administration, and fundraising.
90%
Program Spending
Healthy — majority goes to mission
7%
Admin Costs
Reasonable — admin costs in check
3%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Julie Fund Inc
Is Julie Fund Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Julie Fund Inc (EIN: 204027171) appears trustworthy. Mission Score: 92/100. 0 red flags identified, 5 strengths noted.
Is Julie Fund Inc a good charity to donate to?
Julie Fund Inc has a Mission Score of 92/100. Revenue: $409K. Assets: $126K. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Julie Fund Inc?
The Employer Identification Number (EIN) for Julie Fund Inc is 204027171. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Julie Fund Inc spend its money?
Julie Fund Inc allocates 90% to programs, 7% to administration, and 3% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Julie Fund Inc's tax-exempt status?
You can verify Julie Fund Inc's tax-exempt status using EIN 204027171 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The Julie Fund Inc. demonstrates a generally healthy financial trajectory, particularly with a significant increase in revenue and assets in the latest filing period (202312), reaching $717,958 in revenue and $284,555 in assets. The organization consistently maintains zero liabilities, indicating strong financial management and no reliance on debt. Spending efficiency appears robust, as evidenced by the program spending ratio, which is likely high given the absence of officer compensation and the overall expense levels relative to revenue. The organization's transparency is bolstered by its consistent filing history and the clear reporting of financial data, including the absence of officer compensation, which simplifies the analysis of how funds are allocated. The growth in assets from $108,832 in 202212 to $284,555 in 202312 suggests effective fundraising and prudent financial stewardship, allowing for greater capacity to fulfill its mission.