The Julius Foundation

Nonprofit profile at a glance

EIN
465616017
IRS 990-EZ coverage
2022–2025
Forms available
Form 990-EZ 2025, Form 990-N 2020
Location
Helena, MT, USA
Phone
4064658312
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Fund Raising and Fund Distribution
Affiliation
Christianity

Reported finances

Revenue
$33,343
Expenses
$21,902
Assets
$81,199
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Thomas Kaiserski (President)
  • Anthony Szpilka (vice President)

People named in this filing

  • Thomas Kaiserski (President)
  • Anthony Szpilka (vice President)
  • Frank Crowley (Secretary)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Julius Foundation (TJF) was incorporated in 2014 in the state of Montana as a 501(C) 3 tax exempt charitable organization to provide aid to communities in Uganda, Africa to relieve the burden caused by poverty. Inspiration for this organization has come from Father Julius Bwowe, a Catholic Priest serving in the Archdiocese of Kampala. Father Julius has been traveling to the United States, sometimes including Helena, Montana, since 2007, where he has established many friendships and works to generate support for his people. He describes situations in his parishes where truly, "the need is so great." These needs include a lack of clean water and sanitation, food security, insufficient medical care, inadequate educational facilities, transportation, and more; to put it succintly, human suffering caused by woefully substandard living conditions. This organization seeks to carry the message of Jesus Christ .

What it reported doing in 2025

Paid for the engineering and repair of a project to utilize rainwater to improve the sanitation system at Holy Trinity School

Operating model

Revenue model
Donor-supported. 96% 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

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 100
  • Sustainability: 77
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 58.1%; rating input score 58
  • Program expense ratio: 85.5%; rating input score 86

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 34.3%; rating input score 83; 83rd percentile among comparable filings
  • Total-asset coverage ratio: 3.71; rating input score 79; 79th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -18.3% per year; rating input score 0; 20th percentile among comparable filings
  • Revenue growth: -23.7% per year; rating input score 0; 13th percentile among comparable filings
  • Asset growth: -9.1% per year; rating input score 0; 18th percentile among comparable filings

Details

  • Where the money goes: 58.1% of revenue deployed · 85.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $19K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • 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.

  • Review — Financial Efficiency: Mission deployment rate scored 58/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.