Julie INC FY2023 filing

Joliet, IL501(c)(6)Since 1974EIN 36-2944012Revenue $12.1M in FY2023

On file with the IRSillinois1call.com3275 Executive Dr, 60431-8432 · Joliet, ILTax-exempt since Jul 1988

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$1.4M paid to officers and key staff.
Pay: Part VII

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FY2023 · 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
$1.4M
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 8.3 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
$1.1M
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.1M
+15% vs prior year
Spent
$12.2M
Net assets
$16.4M
By yearFY2020–FY2024
Revenue
$12.1M
FY2023▲ +15%
Tap a bar for its year
Revenue by fiscal year
FY2020$10.6M
FY2021$10.3M
FY2022$10.5M
FY2023$12.1M
FY2024$17.1M
Expenses
$12.2M
FY2023▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2020$10.0M
FY2021$10.1M
FY2022$10.8M
FY2023$12.2M
FY2024$12.6M
Net assets
$16.4M
FY2023▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$16.5M
FY2021$17.0M
FY2022$16.1M
FY2023$16.4M
FY2024$21.4M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

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

24 people listed on the 990; $1.4M paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$379,704Pt VII · Sec A
Director of Finance (to August 2023)
$208,641Pt VII · Sec A
Director of Public Relations
$145,835Pt VII · Sec A
Director of Call Center Operations
$144,389Pt VII · Sec A
Director of Human Resources
$134,336Pt VII · Sec A
Director of Member Services
$133,155Pt VII · Sec A
PC/Telecom Support/Facilities
$120,792Pt VII · Sec A
Director of Finance (from March 2023)
$116,174Pt 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.

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Provided by the organization

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1 program · in their own filed words · FY2023
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 FY2023 990, line by line.

1The main four
Money inPt VIII
$12.1M
Ln 12
Fees for servicesLn 2g$10.1M
Gifts and grantsLn 1h$1.7M
Investment incomeLn 3$234K
Money outPt IX
$12.2M
Ln 25
Owns and owesPt X
$16.4M
net assets · Ln 32
Cash and savingsLn 1–2$8.4M
Total assetsLn 16$17.5M
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
24
listed · VII A
PaidVII A8
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.7M
Government grantsLn 1e$1.7M
Fees for servicesLn 2g$10.1M
Investment incomeLn 3$234K
Other incomeLn 4–11$910
Gains on assetsLn 7−$429
Total revenueLn 12$12.1M
Assets in detailPt X, end of year
CashLn 1$214K
SavingsLn 2$8.2M
Cash and savings togetherLn 1–2$8.4M
InvestmentsLn 11–13$4.4M
Land, buildings, equipmentLn 10c$2.3M
Other assetsLn 15$12K
Total assetsLn 16$17.5M
LiabilitiesLn 26$1.1M
Net assetsLn 32$16.4M
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 FY23End FY23
Cash and savingsLn 1–2$9.8M$8.4M
InvestmentsLn 11–13$3.9M$4.4M
Land, buildings, equipmentLn 10c$2.4M$2.3M
Total assetsLn 16$16.9M$17.5M
LiabilitiesLn 26$821K$1.1M
Net assetsLn 32$16.1M$16.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$876K
Other salaries and wagesLn 7$5.8M
Pension plan contributionsLn 8$325K
Other employee benefitsLn 9$1.6M
Payroll taxesLn 10$578K
Legal feesLn 11b$35K
Accounting feesLn 11c$34K
Lobbying feesLn 11d$21K
Other fees for servicesLn 11g$336K
Advertising and promotionLn 12$649K
Office expensesLn 13$281K
Information technologyLn 14$607K
OccupancyLn 16$289K
TravelLn 17$136K
Conferences, conventions and meetingsLn 19$228K
InterestLn 20$354
Depreciation, depletion and amortizationLn 22$218K
InsuranceLn 23$39K
Other expenses (24a–d)Ln 24$87K
All other expensesLn 24e$11K
Total functional expensesLn 25$12.2M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $17.1M$12.6M$4.5M$21.4M 990 PDF
FY2023 Viewing $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 $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 FY2023 990 (6 parts)
Part I · Summary $12,077,480 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $107,282$1,715,819
I-9 Program service revenuePrior year $10,183,068$10,126,901
I-10 Investment incomePrior year $231,005$233,850
I-11 Other revenuePrior year $1,459$910
I-12 Total revenuePrior year $10,522,814$12,077,480
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 $8,282,909$9,205,995
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,540,593$2,971,971
I-18 Total expensesPrior year $10,823,502$12,177,966
I-19 Revenue less expensesPrior year −$300,688−$100,486
Part VI · Governance 12 of 12 board members independent, 1 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $12,077,480 across 7 lines filed
VIII-1e Government grants$1,715,819
VIII-1h Total contributions, gifts and grants$1,715,819
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,126,901$10,126,901
VIII-3 Investment incomeUnrelated business $74,646 · Excluded from tax $159,633$234,279
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$429−$429
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $910$910
VIII-12 Total revenueRelated to mission $10,126,901 · Unrelated business $74,646 · Excluded from tax $160,114$12,077,480
Part IX · Statement of functional expenses $12,177,966 across 20 lines filed
IX-5 Pay of current officers, directors and key staff$876,278
IX-7 Other salaries and wages$5,839,806
IX-8 Pension plan contributions$325,031
IX-9 Other employee benefits$1,587,109
IX-10 Payroll taxes$577,771
IX-11b Legal fees$35,158
IX-11c Accounting fees$34,139
IX-11d Lobbying fees$21,307
IX-11g Other fees for services$336,425
IX-12 Advertising and promotion$648,955
IX-13 Office expenses$281,125
IX-14 Information technology$607,476
IX-16 Occupancy$289,011
IX-17 Travel$135,749
IX-19 Conferences, conventions and meetings$227,526
IX-20 Interest$354
IX-22 Depreciation, depletion and amortization$218,195
IX-23 Insurance$38,972
IX-24 Other expenses (24a–d)$86,555
IX-24e All other expenses$11,024
IX-25 Total functional expenses$12,177,966
Part X · Balance sheet $17,472,643 assets, 18 lines filed
Asset lines not itemized here account for $91,819; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $212,942$213,712
X-2 Savings and temporary cash investmentsStart of year $9,544,420$8,216,858
X-3 Pledges and grants receivableStart of year $96,183$1,720,454
X-4 Accounts receivableStart of year $173,945$55,953
X-9 Prepaid expenses and deferred chargesStart of year $440,237$450,677
X-10c Land, buildings and equipment, netStart of year $2,409,763$2,323,302
X-11 Publicly traded securitiesStart of year $2,828,421$3,426,744
X-12 Other securitiesStart of year $1,048,251$961,606
X-15 Other assetsStart of year $10,593$11,518
X-16 Total assetsStart of year $16,883,180$17,472,643
X-17 Accounts payable and accrued expensesStart of year $732,688$996,502
X-19 Deferred revenueStart of year $13,731$17,478
X-25 Other liabilitiesStart of year $74,297$81,103
X-26 Total liabilitiesStart of year $820,716$1,095,083
X-27 Net assets without donor restrictionsStart of year $15,966,281$14,657,106
X-28 Net assets with donor restrictionsStart of year $96,183$1,720,454
X-32 Total net assets or fund balancesStart of year $16,062,464$16,377,560
X-33 Total liabilities and net assetsStart of year $16,883,180$17,472,643
Part XI · Reconciliation of net assets $16,377,560 net assets at year end
XI-1 Total revenue$12,077,480
XI-2 Total expenses$12,177,966
XI-3 Revenue less expenses−$100,486
XI-4 Net assets at start of year$16,062,464
XI-5 Net unrealized gains (losses) on investments$415,582
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$16,377,560

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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