Julie Billiart Network

Nonprofit profile at a glance

EIN
814726551
IRS 990 coverage
2017–2024
Forms available
Form 990 2024
Location
Mayfield Heights, OH, USA
Phone
2166918916
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Affiliation
Christianity

Reported finances

Revenue
$11,837,691
Expenses
$11,412,629
Assets
$1,839,897
Liabilities
$148,413

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

Leadership & pay

19 people listed

Executive titles in this filing

  • ALAINE M DAVIS (PRESIDENT/CEO)

Highest reported compensation

  • ALAINE M DAVIS (PRESIDENT/CEO): $348,989 total reported compensation
  • JUDITH L KREGER (CFO): $154,896 total reported compensation
  • JUDITH JOHNSTON (CHIEF SCHOOLS OFFICER): $151,800 total reported compensation

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

Overview

Mission

The mission of julie billiart schools is to nurture and empower students with special learning needs. As catholic k-8 schools rooted in the educational principles of the sisters of notre dame, we welcome diverse faith traditions. Julie billiart network supports the five schools in the network of schools: julie billiart school, lyndhurst; julie billiart school of st. Sebastian parish, akron; julie billiart school, westlake; julie billiart school, brecksville; and julie billiart network scholarship granting organization. The network provides management, governance, stategic direction and administrative services including: accounting, marketing, enrollment management, advancement, payroll, and human resources.

What it reported doing in 2024

Julie billiart network provides support services to the julie billiart schools including management, advancement, marketing, enrollment management, accounting, financial planning and budgeting, human resources, and payroll services.

Operating model

Revenue model
Earned-program. 96% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 96% 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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 79
  • Accountability: 100
  • Sustainability: 36
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 78.1%; rating input score 78
  • Program expense ratio: 81.2%; rating input score 81
  • Fundraising efficiency: $0.41 raised per $1 spent on fundraising; rating input score 1; 1st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 3.6%; rating input score 49; 49th percentile among comparable filings
  • Total-asset coverage ratio: 0.16; rating input score 4; 4th percentile among comparable filings
  • Liabilities to assets ratio: 0.08; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 9.2%; rating input score 24; 24th percentile among comparable filings

Growth

  • Program expense growth: 18% per year; rating input score 100; 88th percentile among comparable filings
  • Revenue growth: 17.5% per year; rating input score 100; 90th percentile among comparable filings
  • Asset growth: 23.6% per year; rating input score 100; 93rd percentile among comparable filings

Details

  • Where the money goes: 78.1% of revenue deployed · 81.2% of spending went to programs
  • Governance: 13 of 13 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $9.3M in reported program spending
  • Leadership: top reported pay $349K · 19 people listed · 2 of 6 pay-setting controls reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 10 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 8 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Related organizations: 9 filed related-organization links
  • 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: Fundraising efficiency scored 1/100.
  • High — Sustainability: Total-asset coverage ratio scored 4/100.
  • Moderate — Sustainability: Operating margin scored 49/100.
  • High — Sustainability: Officer compensation ratio scored 24/100.