Diseases & Disorders (G12) IRS Verified DX Registered 990 on File

JULIE A BANKOVICH FOUNDATION INC

EIN: 86-2432094 · ARLINGTON, MA 02476-4101 · United States · FY 2024 Data

2 out of 5 36 / 100 Based on one year of filings

Financial strength (30%) 53/100

Reliability (20%) 45/100

Effectiveness (25%) 43/100

Impact (25%) No data yet

Financial data: FY 2024 · Scored 9/13/2026

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CharityAI™ Score

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Financial Overview — FY 2024

$13K

Total Revenue

$5K

Total Expenses

$26K

Net Assets

N/A

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 22.3%

Fundraising Efficiency N/A

Operating Reserve 62.46x

Liability-to-Asset N/A

Revenue Diversification 100.0%

Compared with Peers

FY 2024

Compared with 1,426 similar organizations (United States, Diseases & Disorders, under $100K in expenses), FY 2024.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	22.3%	80.0%	P10P90	Below median
Operating reserve Months of expenses covered by net assets · higher is better	62.5 mo	23.3 mo	P10P90	Above median
Revenue concentration Share of revenue from the largest source · lower is better	100.0%	99.5%	P10P90	Bottom quarter
Revenue growth Year over year revenue growth	591.9%	-0.4%	P10P90
Expense growth Year over year expense growth	75.7%	0.4%	P10P90
Surplus margin Surplus as a share of revenue	61.4%	8.6%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2024	$13K	$5K	$26K	22.3%	—
2023	$2K	$3K	$18K	—	—
2022	$10K	$7K	$19K	—	—
2021	$34K	$1K	N/A	—	1

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Organization Details

EIN: 86-2432094
State: MA
City: ARLINGTON
ZIP: 02476-4101
Classification: G12
Category: Diseases & Disorders
Rating: 2★
Coverage: B
Last Updated: Aug 2026
Foundation Code: 15
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

★★★★★ 80–100 ★★★★☆ 60–79 ★★★☆☆ 40–59 ★★☆☆☆ 20–39 ★☆☆☆☆ 1–19

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The coverage grade (A to D) says how much filing data the score rests on; NONE means there is not enough to rate.
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