Julia Hospice & Palliative Care

Nonprofit profile at a glance

EIN
834716501
IRS 990 coverage
2021–2024
Forms available
Form 990 2024, Form 990-N 2019
Location
Mckean, PA, USA
Phone
8144403275
Rating
62
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Hospital, Specialty

Official website

Reported finances

Revenue
$1,333,157
Expenses
$44,040
Assets
$3,254,281
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • CHRISTOPHER STRZALKA MD (PRESIDENT)

People named in this filing

  • REV DR ANTHONY ALLERUZZO DDS (BOARD MEMBER)
  • ELIZABETH DISANTIS (BOARD MEMBER)
  • V JAMES FIORENZO (BOARD MEMBER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Julia hospice & palliative care is focused not just on physical illness or disease like traditional care, but also addresses the emotional/physchological, spiritaul and now cultureal components of health and wellness, and offers support services for family as well.

What it reported doing in 2024

To provide improved healthcare services for those in the erie county community living with serious illnesses.

Operating model

Revenue model
Donor-supported. 90% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 20
  • Transparency & Controls: 92
  • Accountability: 82
  • Sustainability: 96
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 2.4%; rating input score 2
  • Program expense ratio: 55.9%; rating input score 56
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 96.7%; rating input score 99; 99th percentile among comparable filings
  • Total-asset coverage ratio: 73.89; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: 51.2% per year; rating input score 100; 96th percentile among comparable filings
  • Revenue growth: 37.4% per year; rating input score 100; 94th percentile among comparable filings
  • Asset growth: 52.6% per year; rating input score 100; 97th percentile among comparable filings

Details

  • Where the money goes: 2.4% of revenue deployed · 55.9% of spending went to programs
  • Governance: 14 of 14 board members independent · 4 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $25K in reported program spending
  • Leadership: top reported pay $0 · 15 people listed
  • Consistency: 21 of 21 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 4 filing years from 2021 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 2/100.
  • Review — Financial Efficiency: Program expense ratio scored 56/100.
  • Review — Accountability: Governance controls: 3 of 7 not reported.