Julie INC FY2020 filing

Joliet, IL501(c)(6)Since 1974EIN 36-2944012

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$1.0M paid to officers and key staff.
Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $980K a year · 8% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$1.0M
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
12 mo
of spending, in cash
Looks good: 12.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$636K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10.6M
Spent
$10.0M
Net assets
$16.5M
By yearFY2020–FY2024
Revenue
$10.6M
FY2020
Revenue by fiscal year
FY2020$10.6M
FY2021$10.3M
FY2022$10.5M
FY2023$12.1M
FY2024$17.1M
Expenses
$10.0M
FY2020
Expenses by fiscal year
FY2020$10.0M
FY2021$10.1M
FY2022$10.8M
FY2023$12.2M
FY2024$12.6M
Net assets
$16.5M
FY2020
Net assets by fiscal year
FY2020$16.5M
FY2021$17.0M
FY2022$16.1M
FY2023$16.4M
FY2024$21.4M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1988.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

40 people listed on the 990; $1.0M paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$245,864Pt VII · Sec A
Director of Finance
$155,983Pt VII · Sec A
Director of Computer Operations
$142,461Pt VII · Sec A
Director of Public Relations
$123,039Pt VII · Sec A
Director of Call Center Operations
$119,212Pt VII · Sec A
Director of Human Resources
$111,426Pt VII · Sec A
PC/Telecom Support/Facilities
$103,499Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Mark a Frost$384,668$379,704$294,222——
Mark Frost———$264,205$245,864
Karen M Tunney—$208,641$183,643——
Gregory Fisch———$173,896$142,461
Karen Tunney———$168,745$155,983
Ryan J Horne$165,444$116,174———
Kevin Chmura$142,326$145,835$137,487$129,957$123,039
Okie L Picco$143,965$144,389$135,029——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps people and utility owners find underground lines before digging to prevent injuries and outages.

Provided by the organization

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1 program · in their own filed words · FY2020
01

Promotes public safety by operating a state-wide one-call system that assists the public and utility owners to determine the location of underground utilities before digging to prevent accidents, death and utility outages.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$1K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$10.6M
Ln 12
Fees for servicesLn 2g$9.8M
Gifts and grantsLn 1h$600K
Investment incomeLn 3$195K
Money outPt IX
$10.0M
Ln 25
Owns and owesPt X
$16.5M
net assets · Ln 32
Cash and savingsLn 1–2$10.2M
Total assetsLn 16$17.2M
LiabilitiesLn 26$636K
PeoplePt VI, VII
40
listed · VII A
PaidVII A7
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$600K
Government grantsLn 1e$600K
Fees for servicesLn 2g$9.8M
Investment incomeLn 3$195K
Gains on assetsLn 7$7K
Total revenueLn 12$10.6M
Assets in detailPt X, end of year
CashLn 1$224K
SavingsLn 2$9.9M
Cash and savings togetherLn 1–2$10.2M
InvestmentsLn 11–13$3.6M
Land, buildings, equipmentLn 10c$2.2M
Other assetsLn 15$3K
Total assetsLn 16$17.2M
LiabilitiesLn 26$636K
Net assetsLn 32$16.5M
OperationsPt I, VI
EmployeesI 5105
VolunteersI 633
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$9.5M$10.2M
InvestmentsLn 11–13$3.2M$3.6M
Land, buildings, equipmentLn 10c$2.3M$2.2M
Total assetsLn 16$16.3M$17.2M
LiabilitiesLn 26$611K$636K
Net assetsLn 32$15.7M$16.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$514K
Other salaries and wagesLn 7$5.2M
Pension plan contributionsLn 8$289K
Other employee benefitsLn 9$1.6M
Payroll taxesLn 10$466K
Legal feesLn 11b$24K
Accounting feesLn 11c$113K
Lobbying feesLn 11d$21K
Other fees for servicesLn 11g$75K
Advertising and promotionLn 12$424K
Office expensesLn 13$267K
Information technologyLn 14$267K
OccupancyLn 16$252K
TravelLn 17$32K
Conferences, conventions and meetingsLn 19$120K
InterestLn 20$549
Depreciation, depletion and amortizationLn 22$192K
InsuranceLn 23$44K
Other expenses (24a–d)Ln 24$131K
All other expensesLn 24e$4K
Total functional expensesLn 25$10.0M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $17.1M$12.6M$4.5M$21.4M 990 PDF
FY2023 $12.1M$12.2M−$100K$16.4M 990 PDF
FY2022 $10.5M$10.8M−$301K$16.1M 990 PDF
FY2021 $10.3M$10.1M$193K$17.0M 990 PDF
FY2020 Viewing $10.6M$10.0M$584K$16.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (5 parts)
Part I · Summary $10,586,687 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $297,278$599,770
I-9 Program service revenuePrior year $9,757,173$9,792,225
I-10 Investment incomePrior year $178,838$194,692
I-11 Other revenuePrior year $376$0
I-12 Total revenuePrior year $10,233,665$10,586,687
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $8,162,815$8,035,358
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,160,958$1,967,497
I-18 Total expensesPrior year $10,323,773$10,002,855
I-19 Revenue less expensesPrior year −$90,108$583,832
Part VIII · Statement of revenue $10,586,687 across 6 lines filed
VIII-1e Government grants$599,770
VIII-1h Total contributions, gifts and grants$599,770
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,792,225$9,792,225
VIII-3 Investment incomeUnrelated business −$69,009 · Excluded from tax $256,543$187,534
VIII-7 Net gain or loss on sales of assetsExcluded from tax $7,158$7,158
VIII-12 Total revenueRelated to mission $9,792,225 · Unrelated business −$69,009 · Excluded from tax $263,701$10,586,687
Part IX · Statement of functional expenses $10,002,855 across 20 lines filed
IX-5 Pay of current officers, directors and key staff$514,187
IX-7 Other salaries and wages$5,154,919
IX-8 Pension plan contributions$288,866
IX-9 Other employee benefits$1,610,895
IX-10 Payroll taxes$466,491
IX-11b Legal fees$24,266
IX-11c Accounting fees$113,293
IX-11d Lobbying fees$21,307
IX-11g Other fees for services$75,308
IX-12 Advertising and promotion$424,298
IX-13 Office expenses$267,087
IX-14 Information technology$267,405
IX-16 Occupancy$251,793
IX-17 Travel$31,970
IX-19 Conferences, conventions and meetings$119,775
IX-20 Interest$549
IX-22 Depreciation, depletion and amortization$191,623
IX-23 Insurance$43,953
IX-24 Other expenses (24a–d)$131,137
IX-24e All other expenses$3,733
IX-25 Total functional expenses$10,002,855
Part X · Balance sheet $17,181,914 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $236,894$223,689
X-2 Savings and temporary cash investmentsStart of year $9,308,034$9,948,218
X-3 Pledges and grants receivableStart of year $318,588$612,210
X-4 Accounts receivableStart of year $633,936$323,633
X-9 Prepaid expenses and deferred chargesStart of year $265,174$189,533
X-10c Land, buildings and equipment, netStart of year $2,336,451$2,247,689
X-11 Publicly traded securitiesStart of year $2,523,221$2,950,832
X-12 Other securitiesStart of year $675,496$682,803
X-15 Other assetsStart of year $7,473$3,307
X-16 Total assetsStart of year $16,305,267$17,181,914
X-17 Accounts payable and accrued expensesStart of year $505,030$537,391
X-19 Deferred revenueStart of year $9,820$7,481
X-25 Other liabilitiesStart of year $96,342$90,926
X-26 Total liabilitiesStart of year $611,192$635,798
X-27 Net assets without donor restrictionsStart of year $15,375,487$15,933,906
X-28 Net assets with donor restrictionsStart of year $318,588$612,210
X-32 Total net assets or fund balancesStart of year $15,694,075$16,546,116
X-33 Total liabilities and net assetsStart of year $16,305,267$17,181,914
Part XI · Reconciliation of net assets $16,546,116 net assets at year end
XI-1 Total revenue$10,586,687
XI-2 Total expenses$10,002,855
XI-3 Revenue less expenses$583,832
XI-4 Net assets at start of year$15,694,075
XI-5 Net unrealized gains (losses) on investments$260,713
XI-9 Other changes in net assets$7,496
XI-10 Net assets at end of year$16,546,116

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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