Civic Intelligence

Walsh Family Foundation Inc

990PF • Fiscal year 2020 • EIN 06-1601510

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

Organization Profile

Refreshing map…

5454 W 110th StreetOverland Park, KS 66211

(913) 338-2727

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-141%

Higher net margin than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$10,224

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

16th percentile

-5.2%

Faster asset growth than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-55%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,116,376

Down $61,449 (-5.2%) from 2019

Net Assets

Down

$1,116,376

Down $61,449 (-5.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Down

$43,255

Down $53,145 (-55%) from 2019

Expenses

Down

$104,189

Down $2,088 (-2.0%) from 2019

Net Income

Down

-$60,934

Down $51,057 (-517%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,512,430Liabilities 2010: $0Net Assets 2010: $1,512,4302010Assets 2011: $1,581,588Liabilities 2011: $0Net Assets 2011: $1,581,5882011Assets 2012: $1,555,760Liabilities 2012: $02012Assets 2013: $1,681,339Liabilities 2013: $1Net Assets 2013: $1,681,3392013Assets 2014: $1,496,929Liabilities 2014: $0Net Assets 2014: $1,496,9292014Assets 2015: $1,420,586Liabilities 2015: $1Net Assets 2015: $1,420,5862015Assets 2016: $1,357,725Liabilities 2016: $0Net Assets 2016: $1,357,7252016Assets 2017: $1,266,132Liabilities 2017: $0Net Assets 2017: $1,266,1322017Assets 2019: $1,177,825Liabilities 2019: $0Net Assets 2019: $1,177,8252019Assets 2020: $1,116,376Liabilities 2020: $0Net Assets 2020: $1,116,3762020Assets 2021: $1,535,676Liabilities 2021: $1Net Assets 2021: $1,535,6762021Assets 2022: $1,541,207Liabilities 2022: $1Net Assets 2022: $1,541,2072022Assets 2023: $1,544,243Liabilities 2023: $12023Assets 2024: $3,424,075Liabilities 2024: $0Net Assets 2024: $3,424,0752024

Highlighted filing

2020

Assets$1,116,376
Liabilities$0
Net Assets$1,116,376
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $86,6422010Expenses 2011: $89,2262011Revenue 2012: $63,200Expenses 2012: $97,400Net Income 2012: -$34,2002012Revenue 2013: $189,258Expenses 2013: $86,030Net Income 2013: $103,2282013Revenue 2014: $49,563Expenses 2014: $233,756Net Income 2014: -$184,1932014Revenue 2015: $54,990Expenses 2015: $131,333Net Income 2015: -$76,3432015Revenue 2016: $66,719Expenses 2016: $129,399Net Income 2016: -$62,6802016Revenue 2017: $41,197Expenses 2017: $132,668Net Income 2017: -$91,4712017Revenue 2019: $96,400Expenses 2019: $106,277Net Income 2019: -$9,8772019Revenue 2020: $43,255Expenses 2020: $104,189Net Income 2020: -$60,9342020Revenue 2021: $1,329,164Expenses 2021: $179,609Net Income 2021: $1,149,5552021Revenue 2022: $51,423Expenses 2022: $44,979Net Income 2022: $6,4442022Revenue 2023: $50,166Expenses 2023: $45,899Net Income 2023: $4,2672023Revenue 2024: $2,644,626Expenses 2024: $306,245Net Income 2024: $2,338,3812024

Highlighted filing

2020

Revenue$43,255
Expenses$104,189
Net Income-$60,934
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CREATIVE PLANNINGInvestment Manager-$10,224-$10,224
JOHN F WALSHPresident-$0--
SARA H WALSHTreasurer Secretary-$0--
DAVID T HANSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Walsh Family Foundation Inc
EIN
06-1601510
Phone
9133382727
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211

Signing Officer

Name
John F Walsh
Title
President
Phone
9133382727
Signed
2021-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Candace Varner CPA
Phone
9133382727
Raw XML AppendixShowing 400 of 403 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN F WALSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SARA H WALSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID T HANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CREATIVE PLANNING
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3INVESTMENT MANAGER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10JACKSON HOLE CONSERVATION ALLIANCE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt057 WEST 57TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1140 COMMONWEALTH AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt449 RICHOMONDVILLE AVENUE SUITE 112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5124 BRIAR LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6450 SERRA MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7287 CEDAR STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 7159
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt920 JESUP ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10685 S CACHE ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHESTNUT HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DEERFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WESPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WESTWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7HANOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8MISSOULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9WESTPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10JACKSON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10WY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306831
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd702339
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd859807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd906880
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt059552
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031606
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048934
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt049030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt045347
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt045347
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0189283
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031648
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031606
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048934
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt049030
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031648
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0515
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TaxesSchedule/TaxesDetail/Amt0820
TaxesSchedule/TaxesDetail/Amt11945
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0820
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11945
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F WALSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09133382727
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALSH FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WALS
ReturnHeader/Filer/EIN0061601510
ReturnHeader/Filer/PhoneNum09133382727
ReturnHeader/Filer/USAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CANDACE VARNER CPA
ReturnHeader/ReturnTs02021-04-28T15:14:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALSH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,116,376
Liabilities
$0
Net assets
$1,116,376
Revenue
$43,255
Expenses
$104,189
Net income
-$60,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$2.64$0.31$2.34
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$0.05$0.05$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.05$0.04$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$1.33$0.18$1.15
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.04$0.10$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.10$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.04$0.13$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.07$0.13$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.05$0.13$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.05$0.23$0.18
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.68$0.00$1.68$0.19$0.09$0.10
2012Summary only. Only limited summary data is available for this year.$1.56$0.00$0.06$0.10$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.09