Civic Intelligence

The Julie Fund Inc

EIN 20-4027171 • 501(c)3 • Newton, MA

Profile

Fund non-medical expenses for cancer research.

C/O Peter Mcavinn PO Box 620-657Newton, MA 02462

thejuliefund.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

13th percentile

-54%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

16th percentile

-56%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-59%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$126,485

Down $158,070 (-56%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$126,485

Down $158,070 (-56%) from 2023

Revenue

Down

$293,973

Down $423,985 (-59%) from 2023

Expenses

Down

$452,043

Down $90,192 (-17%) from 2023

Net Income

Down

-$158,070

Down $333,793 (-190%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $201,127Liabilities 2011: $0Net Assets 2011: $201,1272011Assets 2012: $113,155Liabilities 2012: $0Net Assets 2012: $113,1552012Assets 2013: $132,136Liabilities 2013: $0Net Assets 2013: $132,1362013Assets 2014: $395,128Liabilities 2014: $0Net Assets 2014: $395,1282014Assets 2015: $198,233Liabilities 2015: $0Net Assets 2015: $198,2332015Assets 2016: $97,955Liabilities 2016: $0Net Assets 2016: $97,9552016Assets 2017: $94,511Liabilities 2017: $0Net Assets 2017: $94,5112017Assets 2018: $113,173Liabilities 2018: $0Net Assets 2018: $113,1732018Assets 2019: $134,870Liabilities 2019: $0Net Assets 2019: $134,8702019Assets 2020: $93,843Liabilities 2020: $0Net Assets 2020: $93,8432020Assets 2021: $68,049Liabilities 2021: $0Net Assets 2021: $68,0492021Assets 2022: $108,832Liabilities 2022: $0Net Assets 2022: $108,8322022Assets 2023: $284,555Liabilities 2023: $0Net Assets 2023: $284,5552023Assets 2024: $126,485Liabilities 2024: $0Net Assets 2024: $126,4852024

Highlighted filing

2024

Assets$126,485
Liabilities$0
Net Assets$126,485

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $214,8332011Revenue 2012: $185,619Expenses 2012: $273,587Net Income 2012: -$87,9682012Revenue 2013: $257,811Expenses 2013: $238,831Net Income 2013: $18,9802013Revenue 2014: $314,315Expenses 2014: $51,323Net Income 2014: $262,9922014Revenue 2015: $237,253Expenses 2015: $388,196Net Income 2015: -$150,9432015Revenue 2016: $223,367Expenses 2016: $323,647Net Income 2016: -$100,2802016Revenue 2017: $283,582Expenses 2017: $287,026Net Income 2017: -$3,4442017Revenue 2018: $370,624Expenses 2018: $351,962Net Income 2018: $18,6622018Revenue 2019: $330,367Expenses 2019: $308,670Net Income 2019: $21,6972019Revenue 2020: $298,412Expenses 2020: $339,439Net Income 2020: -$41,0272020Revenue 2021: $286,599Expenses 2021: $312,393Net Income 2021: -$25,7942021Revenue 2022: $390,395Expenses 2022: $349,612Net Income 2022: $40,7832022Revenue 2023: $717,958Expenses 2023: $542,235Net Income 2023: $175,7232023Revenue 2024: $293,973Expenses 2024: $452,043Net Income 2024: -$158,0702024

Highlighted filing

2024

Revenue$293,973
Expenses$452,043
Net Income-$158,070

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$2.94$4.52$1.58
2023Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$7.18$5.42$1.76
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$3.90$3.50$0.41
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$2.87$3.12$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$2.98$3.39$0.41
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$3.30$3.09$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$3.71$3.52$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$2.84$2.87$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$2.23$3.24$1.00
2015Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$2.37$3.88$1.51
2014Summary only. Only limited summary data is available for this year.$3.95$0.00$3.95$3.14$0.51$2.63
2013Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$2.58$2.39$0.19
2012Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$1.86$2.74$0.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$2.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$408,608
Mission and Program Overview

Mission

Fund non-medical expenses for cancer research.

Provide funding for patient research and support of cancer patients and educational programs for health care professionals. Also, working with the general public in order to raise awareness of the symptoms and the treatments for womens cancers. Funds provided to massachusetts general hospital for the pursuit of the organizations mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$284,555$126,485▼ $158,070
Total Assets$284,555$126,485▼ $158,070
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$223,855$126,485▼ $97,370
Net Assets With Donor Restrictions$60,700--
Total Net Assets Fund Balance$284,555$126,485▼ $158,070
Total Liabilities and Net Assets / Fund Balance$284,555$126,485▼ $158,070
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Cheryl LameeExecutive DiFT$60,000$60,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$87,856
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$206,117
Change in Net Assets
$-158,070
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$267,290
Other Expenses$184,753
Total Fundraising Expense$12,179
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$267,290--$267,290
Fees for Services Management-$60,000-$60,000
Other Expenses$89,650$10,495$10,604$10,495
Fees for Services Accounting-$9,800-$9,800
Office Expenses-$2,629$1,575$4,204
Total Functional Expenses$356,940$82,924$12,179$452,043
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Massachusetts General HospitalBoston, MA501c3Patient Support/rese$250,000
Ovations for the Cure for Ovarian CFramingham, MA501c3Provide Food for Pat$17,290
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$320,752
Fundraising Direct Expenses$114,635
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$408,608$320,752$5,300$315,452
Total Events$408,608$320,752$114,635$206,117
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Shawn baker elizabeth baker board member board member the two directors are married.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

The officers, directors, trustees and key employees are required to submit any issue to the board thay may cause a conflict of interest with the mission of the organization.

Form 990, Page 6, Part VI, Line 19

The organizations governing documents, conflict of interest policy and financial statements are available to the public upon request. The articles of organization are available on the secretary of state of massachusetts website.

Filing and Contact Details

Filer

Filer Name
The Julie Fund Inc
EIN
20-4027171
Phone
0781704599
Address
C/O PETER MCAVINN PO BOX 620-657, NEWTON, MA 02462

Signing Officer

Name
Peter Mcavinn
Title
Chairman
Phone
0781704599
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Mcavinn
Formed
2005
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
48

Preparer

Firm
Anstiss & Co Pc
Address
6 OMNI WAY STE 201, CHELMSFORD, MA 01824-4187
Preparer
Mary M Linskey
Phone
9784522500
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 3

Julie fund's transportation program is grant dependent, so the service fluctuates with funding.

Raw XML Appendix379 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0177496
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0114389
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01010701
IRS990ScheduleA/TotalSupportAmt01010866
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0320752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0320752
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0206117
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05300
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0104335
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0104335
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IRS990ScheduleI/RecipientTable/CashGrantAmt117290
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PATIENT SUPPORT/RESE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROVIDE FOOD FOR PAT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MASSACHUSETTS GENERAL HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OVATIONS FOR THE CURE FOR OVARIAN C
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IRS990ScheduleI/RecipientTable/RecipientEIN1204284833
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt055 FRUIT STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt179 MAIN STREET
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GRANTS TO MGH AND TO OVATIONS ARE BY CHECK. OVATIONS USES THEIR FUNDS (GIVEN ON A MONTHLY BASIS) TO PROVIDE MEALS TO FAMILIES WHERE THE FEMALE HEAD OF HOUSEHOLD IS UNDERGOING TREATMENT FOR CANCER. COMMUNICATION IS RECEIVED FROM OVATIONS ON A REGULAR BASIS AS TO THE IMPACT OF THIS FUNDING ON THEIR CLIENTS. MGH USES THE FUNDS TO A) PROVIDE ECONOMIC SUPPORT TO QUALIFYING FEMALE PATIENTS UNDERGOING CANCER TREATMENT AND B) SUPPORT RESEARCH BY MGH FACULTY INTO IDENTIFYING POTENTIAL CURES FOR WOMEN'S CANCERS. MGH PROVIDES DIRECT FEEDBACK TO THE CHAIRMAN OF THE JULIE FUND ON A REGULAR BASIS AS TO THE USE OF FUNDS. IN ADDITION, MGH STAFF (DEPARTMENT CHAIRS AND SOCIAL WORKERS) AND PATIENTS ARE ALWAYS PRESENTERS AT THE ANNUAL JULIE FUND GALA.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JULIE FUND'S TRANSPORTATION PROGRAM IS GRANT DEPENDENT, SO THE SERVICE FLUCTUATES WITH FUNDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SHAWN BAKER ELIZABETH BAKER BOARD MEMBER BOARD MEMBER THE TWO DIRECTORS ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT ANY ISSUE TO THE BOARD THAY MAY CAUSE A CONFLICT OF INTEREST WITH THE MISSION OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ARTICLES OF ORGANIZATION ARE AVAILABLE ON THE SECRETARY OF STATE OF MASSACHUSETTS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/WebsiteAddressTxt0THEJULIEFUND.ORG
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER MCAVINN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum00781704599
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JULIE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0204027171
ReturnHeader/Filer/PhoneNum00781704599
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PETER MCAVINN PO BOX 620-657
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042917204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANSTISS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 OMNI WAY STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHELMSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018244187
ReturnHeader/PreparerPersonGrp/PhoneNum09784522500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY M LINSKEY
ReturnHeader/ReturnTs02025-11-14T16:23:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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