Civic Intelligence

The Julia Foundation

990EZ • Fiscal year 2020 • EIN 20-4110310

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 06, 2021

Organization Profilewww.rotblattamrany.com/julia-foundation
912 Lyster RdHighwood, IL 60040

(312) 372-3311

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.03x

Higher debt load relative to assets than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

50th percentile

5.4%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

81st percentile

55%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

167%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$28,058

Up $10,006 (+55%) from 2019

Net Assets

Up

$27,208

Up $10,006 (+58%) from 2019

Liabilities

Flat

$850

Flat from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin50th percentile

Revenue

Up

$185,000

Up $115,666 (+167%) from 2019

Expenses

Up

$174,994

Up $100,736 (+136%) from 2019

Net Income

Up

$10,006

Up $14,930 (+303%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2014: $25,321Liabilities 2014: $02014Assets 2019: $18,052Liabilities 2019: $850Net Assets 2019: $17,2022019Assets 2020: $28,058Liabilities 2020: $850Net Assets 2020: $27,2082020Assets 2021: $25,004Liabilities 2021: $850Net Assets 2021: $24,1542021Assets 2022: $21,362Liabilities 2022: $850Net Assets 2022: $20,5122022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$28,058
Liabilities$850
Net Assets$27,208
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2014: $300Expenses 2014: $15Net Income 2014: $2852014Revenue 2019: $69,334Expenses 2019: $74,258Net Income 2019: -$4,9242019Revenue 2020: $185,000Expenses 2020: $174,994Net Income 2020: $10,0062020Revenue 2021: $0Expenses 2021: $3,054Net Income 2021: -$3,0542021Revenue 2022: $0Expenses 2022: $3,642Net Income 2022: -$3,6422022Revenue 2023: $850Expenses 2023: $21,362Net Income 2023: -$20,5122023

Highlighted filing

2020

Revenue$185,000
Expenses$174,994
Net Income$10,006
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 6, 2021
Return Version
2020v4.0
Gross Receipts
$185,000
Mission and Program Overview

Mission

The mission of the julia foundation is to provide assistance to those in need while creating awareness of the power of art to heal and inspire. We achieve this mission by bringing art training to disadvantaged people and those suffering from domestic abuse; provide opportunities for aspiring artists; placing art in public spaces to beautify, preserve, and protect open spaces and enhance the environment for generations to come; and funding programs related to this mission.

Program Services

DescriptionGrantsExpenses
CREATE A STATUE OF FORMER GOVERNOR THOMPSON TO DISPLAY AT THE STATEHOUSE IN PUBLIC SPACE.$171,120-
ART WORKSHOP$1,317-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL N GOLDBLATTPresident-$0--
JESS MERTENTreasurer-$0--
PAUL PETRICCASecretary-$0--
HEATHER GROVEMember-$0--
ERIC FALBERGMember-$0--
BRAD SLAVINMember-$0--
BRANDON BODORMember-$0--
Filing and Contact Details

Filer

Filer Name
The Julia Foundation
EIN
20-4110310
Phone
3123723311
Address
912 LYSTER RD, HIGHWOOD, IL 60040

Signing Officer

Name
Joel N Goldblatt
Title
President
Signed
2021-04-06
Discuss with paid preparer
Yes

Preparer

Firm
James G Dades & Co
Address
8401 Crawford Avenue, Skokie, IL 60076
Preparer
James G Dades
Phone
8476754000
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $1127”

Other Expenses.1

“ART TEACHERS $1317”

Other Expenses.2

“Bank service charges $280”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $850 Payable to Officers, Directors, Etc. - Ending $850”

Raw XML Appendix174 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESS MERTEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER GROVE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRANDON BODOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02724
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE JULIA FOUNDATION IS TO PROVIDE ASSISTANCE TO THOSE IN NEED WHILE CREATING AWARENESS OF THE POWER OF ART TO HEAL AND INSPIRE. WE ACHIEVE THIS MISSION BY BRINGING ART TRAINING TO DISADVANTAGED PEOPLE AND THOSE SUFFERING FROM DOMESTIC ABUSE; PROVIDE OPPORTUNITIES FOR ASPIRING ARTISTS; PLACING ART IN PUBLIC SPACES TO BEAUTIFY, PRESERVE, AND PROTECT OPEN SPACES AND ENHANCE THE ENVIRONMENT FOR GENERATIONS TO COME; AND FUNDING PROGRAMS RELATED TO THIS MISSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CREATE A STATUE OF FORMER GOVERNOR THOMPSON TO DISPLAY AT THE STATEHOUSE IN PUBLIC SPACE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ART WORKSHOP
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0171120
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11317
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0850
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0174994
IRS990EZ/TotalProgramServiceExpensesAmt0172437
IRS990EZ/TotalRevenueAmt0185000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rotblattamrany.com/julia-foundation
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0185000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02358
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0258192
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0258192
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ART TEACHERS $1317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK SERVICE CHARGES $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Payable to Officers, Directors, Etc. - Beginning $850 Payable to Officers, Directors, Etc. - Ending $850
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1006
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL N GOLDBLATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JULIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0204110310
ReturnHeader/Filer/PhoneNum03123723311
ReturnHeader/Filer/USAddress/AddressLine1Txt0912 LYSTER RD
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ReturnHeader/Filer/USAddress/ZIPCd060040
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08401 Crawford Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Skokie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060076
ReturnHeader/PreparerPersonGrp/PhoneNum08476754000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James G Dades
ReturnHeader/ReturnTs02021-04-06T11:25:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOEL N
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOLDBLATT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,058
Liabilities
$850
Net assets
$27,208
Revenue
$185,000
Expenses
$174,994
Net income
$10,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.01$0.21$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.01$0.21$0.00$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.01$0.24$0.00$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.27$1.85$1.75$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.01$0.17$0.69$0.74$0.05
2014Summary only. Only limited summary data is available for this year.$0.25$0.00$0.00$0.00$0.00