Julie A. Bankovich Foundation
Legal name: The Julie A Bankovich Foundation Inc
Nonprofit profile at a glance
- EIN
- 862432094
- IRS 990-EZ coverage
- 2021–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990-EZ 2024
- Location
- Arlington, MA, US
- Phone
- 6178996117
- Rating
- 54
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Fund Raising and/or Fund Distribution
Reported finances
- Revenue
- $12,765
- Expenses
- $4,928
- Assets
- $25,651
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- Joseph Bankovich (President and Board Member)
People named in this filing
- Joseph Bankovich (President and Board Member)
- Valerie Zaganjori (Treasurer and Board Member)
- Kathy Ricco (Secretary and 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-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Julie A. Bankovich Foundation (JAB) raises funds to help create memories and bring joy to those living with Metastatic Breast Cancer. The foundation also contributes funds to support Metastatic Breast Cancer research.
What it reported doing in 2024
Created memories for individuals living with Metastatic Breast Cancer
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. 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: 14
- Transparency & Controls: 100
- Sustainability: 76
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 8.6%; rating input score 9
- Program expense ratio: 22.3%; rating input score 22
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 61.4%; rating input score 94; 94th percentile among comparable filings
- Total-asset coverage ratio: 5.21; rating input score 84; 84th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 5.8% per year; rating input score 100; 64th percentile among comparable filings
- Revenue growth: -20.8% per year; rating input score 0; 14th percentile among comparable filings
- Asset growth: 14.7% per year; rating input score 100; 80th percentile among comparable filings
Details
- What they do: 2 programs and campaigns described on the official site
- Where the money goes: 8.6% of revenue deployed · 22.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $1K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2021 to 2024
- Contacts: How to reach this organization
- 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 9/100.
- High — Financial Efficiency: Program expense ratio scored 22/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.