2025-11-13T15:49:51-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2024-01-01 362944012 JULIE INC JULI 8157415684 3275 EXECUTIVE DRIVE JOLIET IL 604318432 SEAN WALSH SECRETARY SECRETARY 8157415684 2025-11-12 1 0 MELISSA STRUCK P01310867 6305738600 2025-11-12 2024 2025-03-06 01:10:19Z MARK FROST 3275 EXECUTIVE DRIVE JOLIET IL 604318432 17094128 0 X WWW.ILLINOIS1CALL.COM X 1974 IL ENHANCE PUBLIC SAFETY BY ASSISTING THE PUBLIC AND UTILITY OWNERS TO LOCATE UNDERGROUND FACILITIES BEFORE EXCAVATION TO PREVENT PERSONAL INJURY AND SERVICE DISRUPTIONS. 14 14 101 35 131450 112880 1715819 5459065 10126901 10880418 233850 753899 910 746 12077480 17094128 0 0 0 0 9205995 9354251 0 0 0 2971971 3214621 12177966 12568872 -100486 4525256 17472643 22564198 1095083 1144017 16377560 21420181 ENHANCE PUBLIC SAFETY BY ASSISTING THE PUBLIC AND UTILITY OWNERS TO LOCATE UNDERGROUND FACILITIES BEFORE EXCAVATION TO PREVENT PERSONAL INJURY AND SERVICE DISRUPTIONS. 0 0 PROMOTES PUBLIC SAFETY BY OPERATING A STATE-WIDE ONE-CALL SYSTEM THAT ASSISTS THE PUBLIC AND UTILITY OWNERS TO DETERMINE THE LOCATION OF UNDERGROUND UTILITIES BEFORE DIGGING TO PREVENT ACCIDENTS, DEATH AND UTILITY OUTAGES. 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 101 1 1 1 0 0 0 0 0 0 0 X 14 14 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X RYAN HORNE 8157415684 3275 EXECUTIVE DRIVE JOLIET IL 604318432 ANDY HAMILTON PRESIDENT 4.00 X X 0 0 0 AARON HOERCHLER TREASURER 0.50 X X 0 0 0 KEVIN CAVENAILE PRESIDENT (TO JULY 2023) 4.00 X X 0 0 0 JONATHAN JONES DIRECTOR (FROM JULY 2024) 0.50 X 0 0 0 SEAN WALSH SECRETARY (FROM JULY 2024) 0.50 X X 0 0 0 JENNIFER URIDIL-DOLMAN DIRECTOR 0.50 X 0 0 0 TOM HOBSON DIRECTOR 0.50 X 0 0 0 RANDALL JESSEN DIRECTOR 0.50 X 0 0 0 KELLEY HEINZ DIRECTOR 0.50 X 0 0 0 GERALD JOHNSON DIRECTOR (TO JULY 2024) 0.50 X 0 0 0 TOBY RINEHART DIRECTOR (FROM JULY 2024) 0.50 X 0 0 0 FRED KREINBRINK DIRECTOR 0.50 X 0 0 0 DONOVAN DEMAY DIRECTOR 0.50 X 0 0 0 CORY SHEEHY DIRECTOR (TO JULY 2024) 0.50 X 0 0 0 DANIEL CEMPEL DIRECTOR 0.50 X 0 0 0 MIKE REESE DIRECTOR (FROM JULY 2024) 0.50 X 0 0 0 LETICIA QUEZADA DIRECTOR (FROM JULY 2024) 0.50 X 0 0 0 MARK A FROST EXECUTIVE DIRECTOR 40.00 X 384668 0 66409 RYAN J HORNE DIRECTOR OF FINANCE 40.00 X 165444 0 56276 OKIE L PICCO DIRECTOR OF CALL CENTER OPERATIONS 40.00 X 143965 0 42249 KEVIN CHMURA DIRECTOR OF PUBLIC RELATIONS 40.00 X 142326 0 53656 JEFF NELSON DIRECTOR OF MEMBER SERVICES 40.00 X 131164 0 52567 DWIGHT KLEIN DIRECTOR OF HUMAN RESOURCES 40.00 X 138343 0 41671 AMY CHMURA DIRECTOR OF EDUCATION/STRATEGIC PROJECTS 40.00 X 128611 0 12881 1234521 0 325709 13 0 1 0 STEVENS & TATE 1900 S HIGHLAND AVE STE 200 LOMBARD IL 60148 MARKETING SERVICES 590303 NORFIELD DEVELOPMENT PARTNERS LLC 181 MAIN ST FLOOR 2 STE 2 NORWALK CT 06851 DAMAGE PREVENTION SERVICES 377411 D'VINCI INTERACTIVE LLC 20140 SCHOLAR DRIVE SUITE 217 22 HAGERSTOWN MD 21742 TECHNOLOGY CONSULTING 110893 3 5459065 5459065 FEES FROM MEMBERS 541900 10880418 10880418 10880418 753899 131450 622449 MISCELLANEOUS 900099 746 746 746 17094128 10880418 131450 623195 672797 6137701 379690 1576887 587176 48458 36745 60307 400828 583744 254405 555616 322732 179010 263570 926 228278 72798 EMPLOYEE EVENTS 117545 800 SERVICE LINE 36556 DUES & SUBSCRIPTIONS 23093 PROXY TAX 7499 22511 12568872 213712 214521 8216858 8784847 1720454 5538788 55953 170039 91819 88819 450677 326074 6968735 4732804 2323302 2235931 3426744 3934903 961606 1258614 11518 11662 17472643 22564198 996502 962439 17478 81258 81103 100320 1095083 1144017 X 14657106 15881393 1720454 5538788 16377560 21420181 17472643 22564198 4525256 517365 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 10880418 60307 60307 60307 181001 181001 3894837 2145028 1749809 1763269 1630891 132378 1129628 956885 172743 2235931 INVESTMENT IN LLC, EQUITY METHOD 1201343 F INVESTMENT IN LLC, AT COST 57271 C 1258614 ACCRUED REAL ESTATE TAXES 78959 FINANCING LEASES LIABILITY 21361 100320 X 17611493 517365 517365 17094128 0 17094128 12568872 0 12568872 0 12568872 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO INCOME AND PROXY TAX. MANAGEMENT HAS RECORDED A LIABILITY ON THE FINANCIAL STATEMENTS OF $0 AND $4,200 AS OF DECEMBER 31, 2024 AND 2023, RESPECTIVELY. THE ORGANIZATION DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. X 1 1 X X X 0 0 0 MARK A FROST EXECUTIVE DIRECTOR 360994 0 23674 0 0 0 39276 0 27133 0 451077 0 0 0 RYAN J HORNE DIRECTOR OF FINANCE 152570 0 12874 0 0 0 17583 0 38693 0 221720 0 0 0 KEVIN CHMURA DIRECTOR OF PUBLIC RELATIONS 126926 0 15400 0 0 0 14963 0 38693 0 195982 0 0 0 OKIE L PICCO DIRECTOR OF CALL CENTER OPERATIONS 130099 0 13866 0 0 0 15116 0 27133 0 186214 0 0 0 JEFF NELSON DIRECTOR OF MEMBER SERVICES 118665 0 12499 0 0 0 13874 0 38693 0 183731 0 0 0 DWIGHT KLEIN DIRECTOR OF HUMAN RESOURCES 124416 0 13927 0 0 0 14538 0 27133 0 180014 0 0 0 PART I, LINE 1A JULIE, ALLOWS MANAGEMENT REIMBURSEMENT UP TO $300 (NET OF TAXES) MAXIMUM ANNUALLY. PARTICIPATION IS VOLUNTARY. (5 LISTED MANAGERS FROM PART VII PARTICIPATED: NELSON/HORNE/CHMURA/PICCO/KLEIN) FORM 990, PART VI, SECTION A, LINE 2 JULIE'S MEMBERS CONDUCT BUSINESS WITH OTHER MEMBERS IN THE NORMAL COURSE OF THEIR RESPECTIVE UTILITY ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 6 JULIE, INC HAS A SINGLE CLASS OF MEMBERS WHICH CONSISTS OF OWNERS OR OPERATORS OF SUBSURFACE FACILITIES. EACH MEMBER SHALL BE ENTITLED TO THE NUMBER OF VOTES ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS AS CALCULATED IN THE FOLLOWING MANNER: NEW MEMBERS WITH LESS THAN A FULL YEAR'S EXPERIENCE IN THE JULIE SYSTEM, SHALL IN THE EVENT OF A MATTER REQUIRING A VOTE OF THE MEMBERSHIP OR UPON WRITTEN REQUEST TO THE BOARD OF DIRECTORS, BE INITIALLY ASSIGNED VOTES BY THE BOARD OF DIRECTORS BASED ON A PROJECTED NUMBER OF MESSAGES SUCH MEMBER WILL PROBABLY RECEIVE. SUCH ASSIGNMENT SHALL PREVAIL UNTIL THE MEMBER'S ENTIRE UNDERGROUND FACILITIES HAVE BEEN IN OPERATION FOR ONE FULL FISCAL YEAR WITH JULIE, INC. AFTER A MEMBER'S UNDERGROUND FACILITIES HAVE BEEN IN OPERATION FOR ONE FULL FISCAL YEAR WITH JULIE, INC., SUCH MEMBERS SHALL FOR EACH SUBSEQUENT FISCAL YEAR HAVE THE NUMBER OF VOTES EQUAL TO THE TOTAL NUMBER OF MESSAGES RECEIVED BY SAID MEMBER DURING THE IMMEDIATELY PRECEDING FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 7A AN ANNUAL MEETING OF THE MEMBERS OF THE CORPORATION SHALL BE HELD IN THE MONTH OF JULY EACH YEAR, AT SUCH TIME AND PLACE AS SHALL BE DESIGNATED BY THE BOARD OF DIRECTORS, FOR THE PURPOSE OF ELECTING DIRECTORS AND THE PRESIDENT, AND FOR THE TRANSACTION OF SUCH OTHER BUSINESS AS MAY COME BEFORE THE MEETING. ELECTION OF THE DIRECTORS AND THE PRESIDENT SHALL BE BY WRITTEN BALLOT UNLESS DISPENSED WITH UPON MOTION OF THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S BYLAWS MAY BE AMENDED OR REPEALED AND NEW BY-LAWS MAY BE ADOPTED BY THE AFFIRMATIVE VOTE OF MEMBERS HAVING IN THE AGGREGATE NOT LESS THAN TWO THIRDS OF THE VOTES PRESENT AT ANY REGULAR OR SPECIAL MEETING OF THE MEMBERS AT WHICH A QUORUM IS PRESENT OR BY THE AFFIRMATIVE VOTE OF THE BOARD OF DIRECTORS HAVING IN THE AGGREGATE NOT LESS THAN 2/3 OF THE VOTES PRESENT AT ANY REGULAR OR SPECIAL MEETING OF THE BOARD OF DIRECTORS AT WHICH A QUORUM IS PRESENT. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, DIRECTOR OF FINANCE, AND THE ORGANIZATION'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS. ONCE THE RETURN IS REVIEWED, COPIES OF THE RETURN ARE EMAILED TO ALL MEMBERS OF THE BOARD PRIOR TO ELECTRONIC SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C DECLARATION OF CONFLICTS OF INTEREST ARE REQUIRED AT THE START OF EVERY BOARD MEET. BOARD MEMBERS FILL OUT A CONFLICT OF INTEREST FORM ANNUALLY. MANAGERS ARE MADE AWARE OF THE POLICY VIA THE "MANAGEMENT POLICIES AND PROCEDURES MANUAL". FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD OF DIRECTORS, THROUGH THE HUMAN RESOURCES COMMITTEE, HAS ESTABLISHED A SALARY PROGRESSION POLICY THAT 1) SETS TARGETS FOR MANAGERS TO REACH SALARY MIDPOINTS, AND 2) PROVIDES SALARY GRADE MAXIMUMS. THE EXECUTIVE DIRECTOR ADMINISTERS THIS PROGRAM AND IS ACCOUNTABLE TO THE HUMAN RESOURCES COMMITTEE. THE ORGANIZATION UTILIZES SALARY GRADE ADJUSTMENTS FOR THE EMPLOYMENT REGION THAT ARE COMPILED AND UPDATED ANNUALLY BY THE NEWPORT GROUP. FORM 990, PART VI, SECTION C, LINE 19 JULIE'S WEBSITE CONTAINS LINKS TO CERTAIN GOVERNING DOCUMENTS, SUCH AS BYLAWS, ARTICLES OF INCORPORATION, AND BOARD POLICIES. CERTAIN POLICIES SUCH AS CONFLICT OF INTEREST AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO RYAN HORNE C/O JULIE, INC 3275 EXECUTIVE DRIVE, JOLIET, IL 60431-8432 FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANTS. THERE HAS BEEN NO CHANGE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.