Civic Intelligence

Uncle Julios Family Foundation

990 • Fiscal year 2020 • EIN 85-0604193

Mar 31, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

Organization ProfileUNCLEJULIOS.COM/FAMILY-FUND
1101 N Union Bower Road No 160Irving, TX 75061

(214) 242-0930

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

77th percentile

27%

Higher net margin than 77% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$137,322

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

$256,487

No earlier filing loaded for comparison.

Net Assets

$256,487

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin77th percentile

Revenue

$962,836

No earlier filing loaded for comparison.

Expenses

$706,349

No earlier filing loaded for comparison.

Net Income

$256,487

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2020: $256,487Liabilities 2020: $0Net Assets 2020: $256,4872020Assets 2021: $170,790Liabilities 2021: $0Net Assets 2021: $170,7902021Assets 2022: $83,638Liabilities 2022: $0Net Assets 2022: $83,6382022Assets 2023: $51,664Liabilities 2023: $0Net Assets 2023: $51,6642023Assets 2024: $47,464Liabilities 2024: $0Net Assets 2024: $47,4642024

Highlighted filing

2020

Assets$256,487
Liabilities$0
Net Assets$256,487
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2020: $962,836Expenses 2020: $706,349Net Income 2020: $256,4872020Revenue 2021: $3,745Expenses 2021: $89,442Net Income 2021: -$85,6972021Revenue 2022: $5,920Expenses 2022: $93,072Net Income 2022: -$87,1522022Revenue 2023: $20,826Expenses 2023: $52,800Net Income 2023: -$31,9742023Revenue 2024: $0Expenses 2024: $4,200Net Income 2024: -$4,2002024

Highlighted filing

2020

Revenue$962,836
Expenses$706,349
Net Income$256,487
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Mar 31, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$962,836
Mission and Program Overview

Mission

The purpose of the program is to provide assistance to employees and their families who are impacted by an emergency, disaster, or personal hardship, including but not limited to death, medical emergency, financial emergency, physical, or natural disaster.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$256,487▲ $256,487
Rtn Earn Endowment Incm Other Fnds$0$256,487▲ $256,487
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$256,487▲ $256,487
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$256,487▲ $256,487
Total Liabilities and Net Assets / Fund Balance$0$256,487▲ $256,487
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Julie BottomsDirectorPT$137,322$137,322
Hillary ShahbabianDirector and President-$136,422$136,422
Leslie DouglassDirector and Secretary-$72,452$72,452
Revenue and Support

Revenue Composition

Contributions and Grants
$962,836
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$483,904
Change in Net Assets
$256,487
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$692,675
Other Expenses$13,674
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$692,675--$692,675
Fees for Services Legal-$13,185-$13,185
Office Expenses-$489-$489
Total Functional Expenses$692,675$13,674$0$706,349
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
Annual disclosure for covered persons
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The officers and directors of the foundation are all employees of uj group holdings, inc & subsidiaries.”

Form 990, Part VI, Section A, Line 3

“Uncle julios family foundation entered into a services agreement with uj group holdings, inc & subsidiaries, a related organization, to provide services to administer the foundation's operations.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 was reviewed by management prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Uncle Julios Family Foundation
EIN
85-0604193
Phone
2142420930
Address
1101 N UNION BOWER ROAD NO 160, IRVING, TX 75061

Signing Officer

Name
Hillary Shahbabian
Title
Director and President
Phone
2142420930
Signed
2021-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hillary Shahbabian
Formed
2020
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly US Llp
Address
2500 DALLAS PARKWAY SUITE 300, PLANO, TX 75093
Preparer
Shawn Butler
Phone
9727480300
Supplemental Narrative

Additional Explanations

FORM 990 PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

“The purpose of the program is to provide assistance to employees and their families who are impacted by an emergency, disaster, or personal hardship, including but not limited to death, medical emergency, financial emergency, physical, or natural disaster.”

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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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0AN APPLICATION FORM (AN "APPLICATION") MUST BE COMPLETED BY OR FOR INDIVIDUALS SEEKING ASSISTANCE. THE FOUNDATION WILL MAINTAIN ALL APPLICATIONS RECEIVED FOR AT LEAST SEVEN (7) YEARS. A MEMBER OF THE SELECTION COMMITTEE SHALL DOCUMENT ALL DECISIONS TO DISTRIBUTE ASSISTANCE, AND SUCH DOCUMENTATION SHALL INCLUDE THE FOLLOWING INFORMATION, TO THE EXTENT PRACTICAL: 1. A DESCRIPTION OF THE TYPE OF ASSISTANCE PROVIDED; 2. THE PURPOSE FOR WHICH ASSISTANCE WAS PROVIDED; 3. THE OBJECTIVE CRITERIA APPLIED (SEE BELOW); 4. THE MANNER IN WHICH THE RECIPIENT(S) WAS/WERE SELECTED; 5. THE NAME, ADDRESS, DATE, AND AMOUNT DISTRIBUTED TO EACH RECIPIENT; AND 6. ANY RELATIONSHIP BETWEEN A RECIPIENT AND OFFICERS, DIRECTORS, OR KEY EMPLOYEES OF AN EMPLOYER OR A SUBSTANTIAL CONTRIBUTOR TO THE FOUNDATION. THE DOCUMENTATION (INCLUDING THE APPLICATION) SHOULD CLEARLY DEMONSTRATE THE INDIVIDUAL'S NEED FOR THE ASSISTANCE. IN ADDITION TO BIOGRAPHICAL AND OTHER GENERAL INFORMATION, THE APPLICATION MUST DESCRIBE THE TYPE OF ASSISTANCE SOUGHT (E.G., MEDICAL, HOUSING, CHILDCARE, TUITION) AND THE AMOUNT OF ASSISTANCE REQUESTED. THE APPLICATION MUST ALSO CONTAIN INFORMATION AND DOCUMENTATION REGARDING THE INDIVIDUAL'S PERSONAL FINANCIAL CIRCUMSTANCES AND LEVEL OF NEED AND/OR DISTRESS. THE EXTENT OF DOCUMENTATION REQUIRED WILL DEPEND UPON THE TYPE AND AMOUNT OF ASSISTANCE SOUGHT. THE SELECTION COMMITTEE WILL SELECT RECIPIENTS BASED ON AN OBJECTIVE EVALUATION OF EACH INDIVIDUAL'S NEEDS AT THE TIME OF THE DETERMINATION. FACTORS TO BE CONSIDERED BY THE SELECTION COMMITTEE IN SELECTING RECIPIENTS WILL INCLUDE: 1. LEVEL OF NEED AND DISTRESS. FEDERAL TAX RULES DO NOT PERMIT CHARITABLE FUNDS TO BE DISTRIBUTED TO PERSONS MERELY BECAUSE THEY ARE THE VICTIMS OF AN EMERGENCY. RATHER, AN INDIVIDUAL MUST BE SHOWN TO LACK BASIC NECESSITIES. THE SELECTION COMMITTEE WILL CONSIDER THE FOLLOWING FACTORS, AMONG OTHERS, TO DETERMINE THE LEVEL OF NEED AND/OR DISTRESS OF AN ELIGIBLE INDIVIDUAL: A. EXTENT OF DAMAGE OR SUFFERING EXPERIENCED AS A RESULT OF THE EMERGENCY; B. INCOME PRIOR TO AND IMMEDIATELY AFTER THE EMERGENCY; C. NUMBER, AGES, AND NEEDS OF DEPENDENTS; AND D. OTHER SOURCES OF INCOME OR AID AVAILABLE, INCLUDING INSURANCE, BENEFITS, AND CHARITABLE AID. WITH RESPECT TO SHORT-TERM EMERGENCY ASSISTANCE, THE SELECTION COMMITTEE MAY TAKE INTO ACCOUNT NEEDS LIKELY TO ARISE IN THE IMMEDIATE AS WELL AS CURRENT NEEDS. IN ADDITION, SHORT-TERM EMERGENCY ASSISTANCE (I.E., CRISIS COUNSELING, BLANKETS, HOT MEALS) MAY BE PROVIDED WITHOUT A SHOWING OF FINANCIAL NEED. 2. TYPE OF ASSISTANCE AND AMOUNT OF AWARD. THE AMOUNT OF ASSISTANCE PROVIDED BY THE FUND SHALL BE DETERMINED BY THE SELECTION COMMITTEE IN ITS DISCRETION. SIMILARLY, THE AMOUNT OF ASSISTANCE AWARDED TO AN ELIGIBLE INDIVIDUAL WILL BE DETERMINED BY THE SELECTION COMMITTEE IN ITS DISCRETION. EXCEPT AS OTHERWISE DETERMINED BY THE BOARD FROM TIME TO TIME, THERE IS NO MINIMUM AMOUNT OF ASSISTANCE THAT MAY BE AWARDED TO AN ELIGIBLE INDIVIDUAL. THE BOARD OF DIRECTORS SHALL SET A MAXIMUM AMOUNT OF ASSISTANCE THAT MAY BE GRANTED DURING A CALENDAR YEAR (I) FOR EACH INDIVIDUAL APPLICATION FOR ASSISTANCE AND (II) TO A FAMILY IN THE AGGREGATE; SUCH MAXIMUM AMOUNT MAY BE DETERMINED AND REVISED BY THE BOARD AT ANY TIME AND FROM TIME TO TIME. RACE, NATIONAL ORIGIN, AND GENDER SHALL NOT BE CONSIDERED AS A FACTOR IN THE SELECTION OF RECIPIENTS. EMPLOYMENT-RELATED FACTORS (OTHER THAN EMPLOYMENT BY AN EMPLOYER AS AN INITIAL ELIGIBILITY REQUIREMENT) SHALL NOT BE CONSIDERED IN THE SELECTION OF RECIPIENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE PROGRAM IS TO PROVIDE ASSISTANCE TO EMPLOYEES AND THEIR FAMILIES WHO ARE IMPACTED BY AN EMERGENCY, DISASTER, OR PERSONAL HARDSHIP, INCLUDING BUT NOT LIMITED TO DEATH, MEDICAL EMERGENCY, FINANCIAL EMERGENCY, PHYSICAL, OR NATURAL DISASTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS AND DIRECTORS OF THE FOUNDATION ARE ALL EMPLOYEES OF UJ GROUP HOLDINGS, INC & SUBSIDIARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNCLE JULIOS FAMILY FOUNDATION ENTERED INTO A SERVICES AGREEMENT WITH UJ GROUP HOLDINGS, INC & SUBSIDIARIES, A RELATED ORGANIZATION, TO PROVIDE SERVICES TO ADMINISTER THE FOUNDATION'S OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 WAS REVIEWED BY MANAGEMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$256,487
Liabilities
$0
Net assets
$256,487
Revenue
$962,836
Expenses
$706,349
Net income
$256,487
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.00$0.04$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.21$0.53$0.32
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.06$0.93$0.87
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.04$0.89$0.86
2020Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$9.63$7.06$2.56