Julius Fam Foundation

Julius Fam Foundation frequently spends more than it earns, with significant asset fluctuations.

EIN: 206387243 · Old Greenwich, CT · NTEE: T20 · Updated: 2026-03-28

$60KRevenue
$10KAssets
45/100Mission Score (Fair)
T20
Julius Fam Foundation Financial Summary
MetricValue
Total Revenue$60K
Total Expenses$305K
Program Spending70%
Net Assets$15K
Transparency Score45/100

Search Intent Cockpit

Julius Fam Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals

Julius Fam Foundation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Julius Fam Foundation in one place.

Form 990 Filing Summary

11 filing years are available, with latest revenue of $100K and expenses of $305K.

Revenue and Expenses

Julius Fam Foundation reported $100K in revenue and $305K in expenses, a deficit of $205K.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

45/100 mission score, 4 red flags, and 3 strengths are shown from structured and AI review.

Is Julius Fam Foundation Legit?

Significant Concerns

GoodFiling Consistency
GoodSpending Efficiency
ModerateTransparency
4 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
70%Program Expense
$0Grants Paid
11Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Julius Fam Foundation Expense Deployment
Program services$214K (70%)

Across stored filings, Julius Fam Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

Decision Cockpit

One-Stop Donor, Research, and Peer Context Hub

Julius Fam Foundation Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySignificant ConcernsGood filing record; 4 red flags identified
Mission spend70% to programsGood
Financial durabilityGrade C11 stored filing years
Peer contextCompare with Teen Center Of Wilton IncConnecticut and Philanthropy context

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Julius Fam Foundation directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.

About Julius Fam Foundation

Julius Fam Foundation (EIN: 206387243) is a nonprofit organization based in Old Greenwich, CT, classified under NTEE code T20. The organization reported total revenue of $60K and total assets of $10K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Julius Fam Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

21Years Operating
MicroSize Classification
11Years of Filings
MixedRevenue Trajectory

Julius Fam Foundation is a micro nonprofit that has been operating for 21 years, with 11 years of IRS 990 filings on record (2007–2023). Revenue has grown at a compound annual rate of 54.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$100K
Total Expenses$305K
Surplus / Deficit$-205,025
Total Assets$15K
Total Liabilities$1
Net Assets$15K
Operating Margin-205.0%
Debt-to-Asset Ratio0.0%
Months of Reserves0.6 months

Financial Health Grade: C

In 2023, Julius Fam Foundation reported a deficit of $205K with expenses exceeding revenue, holds 0.6 months of operating reserves (limited), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 11 years of filings (2007–2023), Julius Fam Foundation's revenue has grown at a compound annual growth rate (CAGR) of 54.0%.

YearRevenue ChangeExpense ChangeAsset Change
2023-50.0%+5548.6%-93.3%
2022+90.5%-94.9%+772.3%
2021+250.0%+1421.4%-5.6%
2020+566.7%-54.8%+622.1%
2019-77.2%-17.3%-25.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2005

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Julius Fam Foundation exhibits inconsistent financial activity and a concerning trend of spending significantly more than its revenue in recent years. For example, in 2023, the organization reported $100,000 in revenue but incurred $305,025 in expenses, indicating a substantial deficit. This pattern is also visible in 2019 and 2014. While the organization has consistently reported zero officer compensation, which is a positive for resource allocation, the overall financial health appears precarious given the recurring deficits and fluctuating asset base. The foundation's assets have also seen significant swings, from a high of $219,797 in 2022 to $14,772 in 2023, suggesting instability in its financial position. The lack of detailed expense breakdowns in the provided data makes it difficult to fully assess spending efficiency beyond the overall revenue-to-expense ratio. However, the consistent reporting of minimal liabilities ($1 in most years) indicates a lack of significant debt burden. The organization's transparency is moderate, as it consistently files its IRS Form 990s, but without more granular expense data, a complete picture of how funds are utilized for programs versus administrative or fundraising costs remains elusive. The dramatic drop in assets from 2022 to 2023, alongside the large deficit, warrants further investigation into the nature of its expenditures and funding sources. Overall, while the absence of executive compensation is a positive, the foundation's financial sustainability is questionable due to its frequent and substantial operating deficits. The significant fluctuations in revenue and expenses, coupled with the decline in assets, suggest a need for more stable financial management and clearer reporting on program impact relative to its expenditures.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Julius Fam Foundation with a Mission Score of 45 out of 100 (Fair). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 20%
  • programs: 70%
  • fundraising: 10%

According to IRS 990 filings, Julius Fam Foundation allocates its expenses as follows: admin: 20%, programs: 70%, fundraising: 10%. Approximately 70% goes to programs, indicating moderate mission focus.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$100KTotal Revenue
$305KTotal Expenses
$15KTotal Assets
$1Total Liabilities
$15KNet Assets
  • The organization reported a deficit of $205K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The Julius Fam Foundation consistently reports 0% officer compensation across all available filings, indicating that no funds are allocated to executive salaries, which is a positive for donor confidence and resource allocation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Julius Fam Foundation's IRS 990 filings:

  • Significant and recurring operating deficits (e.g., $205,025 in 2023, $11,000 in 2019, $21,399 in 2014).
  • Highly inconsistent revenue and expense patterns over time, indicating unpredictable financial operations.
  • Dramatic decrease in assets from $219,797 in 2022 to $14,772 in 2023 without clear explanation.
  • Lack of detailed expense breakdown in the provided data, hindering a full assessment of spending efficiency.

Strengths

The following positive indicators were identified for Julius Fam Foundation:

  • Consistently reports 0% officer compensation, ensuring funds are not used for executive salaries.
  • Maintains minimal liabilities, indicating a lack of significant debt burden.
  • Consistent filing of IRS Form 990s, demonstrating a basic level of transparency.

Frequently Asked Questions about Julius Fam Foundation

Is Julius Fam Foundation a legitimate charity?

Julius Fam Foundation (EIN: 206387243) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 45/100. It has 11 years of IRS 990 filings on record. Total revenue: $60K. 4 red flags identified. 3 strengths noted. Financial health grade: C.

How does Julius Fam Foundation spend its money?

Julius Fam Foundation directs 70% of its spending to programs and services. Fundraising costs 10%. This meets the 65% industry benchmark.

Are donations to Julius Fam Foundation tax-deductible?

Julius Fam Foundation is registered as a tax-exempt nonprofit (EIN: 206387243). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Julius Fam Foundation's spending goes to programs?

Julius Fam Foundation directs 70% to programs, 10% to fundraising. This meets the 65% industry benchmark for efficient nonprofits.

How does Julius Fam Foundation compare to similar nonprofits?

With a transparency score of 45/100 (Fair), Julius Fam Foundation is near average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Julius Fam Foundation located?

Julius Fam Foundation is headquartered in Old Greenwich, Connecticut and files with the IRS under EIN 206387243. It is classified under NTEE code T20.

How many years of IRS 990 filings does Julius Fam Foundation have?

Julius Fam Foundation has 11 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $60K in total revenue.

How does the Julius Fam Foundation cover its significant operating deficits, such as the $205,025 deficit in 2023?

The provided data does not specify how these deficits are covered. It could be through drawing down prior year reserves, other non-operating income, or external funding not reflected in the 'Revenue' line item, but the consistent reporting of minimal liabilities suggests it's not primarily through debt.

What caused the dramatic decrease in assets from $219,797 in 2022 to $14,772 in 2023?

The data does not provide specific reasons for this asset reduction. It could be due to significant program expenditures, investment losses, or a reclassification of assets, but it coincides with a period of high expenses relative to revenue.

What are the specific program activities and their associated costs, given the high expenses in some years?

The provided IRS 990 summary data does not offer a detailed breakdown of program service expenses, making it difficult to assess the nature and impact of the foundation's activities.

Is the Julius Fam Foundation financially sustainable given its recurring operating deficits?

Based on the recurring deficits, particularly the large one in 2023, the foundation's long-term financial sustainability appears questionable without a clear strategy for consistent revenue generation or expense management.

Filing History

IRS 990 filing history for Julius Fam Foundation showing financial trends over 11 years of public records:

Over 11 years of IRS 990 filings (2007–2023), Julius Fam Foundation's revenue has grown by 99900%, moving from $100 to $100K. Total assets increased by 798% over the same period, from $2K to $15K. Total functional expenses rose by 575.6%, from $45K to $305K. In its most recent filing year (2023), Julius Fam Foundation reported a deficit of $205K, with expenses exceeding revenue. The organization holds $1 in liabilities against $15K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $15K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $100K $305K $15K $1
2022 $200K $5K $220K $1 View 990
2021 $105K $107K $25K $1
2020 $30K $7K $27K $1 View 990
2019 $5K $16K $4K $1 View 990
2015 $20K $19K $5K $1 View 990
2014 $1 $21K $4K $1 View 990
2013 $1 $22K $25K $1 View 990
2012 $70K $27K $47K $0 View 990
2011 $157K $219K $4K $1 View 990
2007 $100 $45K $2K $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $100K, expenses of $305K, and assets of $15K (revenue -50.0% year-over-year).
  • 2022: Revenue of $200K, expenses of $5K, and assets of $220K (revenue +90.5% year-over-year).
  • 2021: Revenue of $105K, expenses of $107K, and assets of $25K (revenue +250.0% year-over-year).
  • 2020: Revenue of $30K, expenses of $7K, and assets of $27K (revenue +566.7% year-over-year).
  • 2019: Revenue of $5K, expenses of $16K, and assets of $4K (revenue -77.2% year-over-year).
  • 2015: Revenue of $20K, expenses of $19K, and assets of $5K (revenue +1974900.0% year-over-year).
  • 2014: Revenue of $1, expenses of $21K, and assets of $4K (revenue +0.0% year-over-year).
  • 2013: Revenue of $1, expenses of $22K, and assets of $25K (revenue -100.0% year-over-year).
  • 2012: Revenue of $70K, expenses of $27K, and assets of $47K (revenue -55.4% year-over-year).
  • 2011: Revenue of $157K, expenses of $219K, and assets of $4K (revenue +156900.0% year-over-year).
  • 2007: Revenue of $100, expenses of $45K, and assets of $2K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Julius Fam Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing 2007 Filing

Data Sources and Methodology

This transparency report for Julius Fam Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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