Leo S Walsh Foundation Inc

990PF • Fiscal year 2022 • EIN 20-1301554

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 27, 2023

Organization Profile

PO Box 222Westhampton Beach, NY 11978-0222

(516) 352-8901

Siviq Scores

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

0.00x

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

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

0.00x

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

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

-7.8%

Higher net margin than 44% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

$30,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

-0.7%

Faster asset growth than 58% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2021 to 2022

-3.6%

Faster revenue growth than 57% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets76th percentile

Assets

Down

$7,668,286

Down $53,503 (-0.7%) from 2021

Net Assets

Down

$7,668,286

Down $53,503 (-0.7%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue70th percentile Net Margin44th percentile

Revenue

Down

$416,566

Down $15,428 (-3.6%) from 2021

Expenses

$448,952

Up $52,291 (+13%) from 2021

Net Income

Down

-$32,386

Down $67,719 (-192%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

Highlighted filing

2022

Assets$7,668,286

Liabilities$0

Net Assets$7,668,286

Open 2022 Filing

Operations Trend

Revenue Growth57th percentile

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

Highlighted filing

2022

Revenue$416,566

Expenses$448,952

Net Income-$32,386

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Mar 27, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay84th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SANDRA WALSH	President/Secretary	-	$30,000	-	$30,000
DEVON WALSH	Vice President/Treasurer	-	$30,000	-	$30,000

Filing and Contact Details

Filer

Filer Name: Leo S Walsh Foundation Inc
EIN: 20-1301554
In Care Of: % SLK ADVISORY GROUP INC
Phone: 5163528901
Address: PO BOX 222, WESTHAMPTON BEACH, NY 11978-0222

Signing Officer

Name: Sandra Walsh
Title: President
Phone: 5163528901
Signed: 2023-03-27
Discuss with paid preparer: Yes

Preparer

Firm: Slk Advisory Group Inc
Address: 1981 MARCUS AVE-STE 227, LAKE SUCCESS, NY 11042
Preparer: Jeff Reynolds CPA
Phone: 5163528901

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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/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	C/O SLK-1981 MARCUS AVE-STE 227
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	LAKE SUCCESS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	11042
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	SLK ADVISORY GROUP INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5163528901
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	SANDRA WALSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	313000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	THE PURPOSE OF THE CASH CONTRIBUTIONS IS TO AID EACH DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	NAMES SEE ATTACHED SCHEDULE #1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	RELATIONSHIP: NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	ADDRESSES ON FILE IN OFFICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	LEO S WALSH FOUNDATION-PO BOX 222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	WESTHAMPTON BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	119780222
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	313000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	177664
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	212028
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	349611
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	389692
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	171947
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	212028
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	21117
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	BOOK TO TAX TIMING INCOME DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	POSTAGE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	NYS UNEMPLOYMENT INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	BOND PREMIUM AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	2242
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	256
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	54
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	34960
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2242
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	256
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	54
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	34960
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	THRU OAKTREE CAPITAL GROUP LLC - PTP
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	THRU ENERGY TRANSFER LP - PTP
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	NONDIVIDEND DISTRIBUTIONS - RBC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	13101
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	-76
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	13101
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	-76
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	2526
TaxesSchedule/TaxesDetail/Amt	0	4590
TaxesSchedule/TaxesDetail/Amt	1	15000
TaxesSchedule/TaxesDetail/CategoryTxt	0	PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	4590
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SANDRA WALSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5163528901
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	LEO S WALSH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	LEOS
ReturnHeader/Filer/EIN	0	201301554
ReturnHeader/Filer/InCareOfNm	0	% SLK ADVISORY GROUP INC
ReturnHeader/Filer/PhoneNum	0	5163528901
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 222
ReturnHeader/Filer/USAddress/CityNm	0	WESTHAMPTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	119780222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SLK ADVISORY GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1981 MARCUS AVE-STE 227
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	11042
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5163528901
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JEFF REYNOLDS CPA
ReturnHeader/ReturnTs	0	2023-03-28T13:59:59-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	SANDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	WALSH
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $7,668,286
Liabilities: $0
Net assets: $7,668,286
Revenue: $416,566
Expenses: $448,952
Net income: -$32,386

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Summary only. Only limited summary data is available for this year.	$7.72	$0.00		$0.43	$0.38	$0.05
2022Detailed filing. Detailed filing data is available for this year.	$7.67	$0.00	$7.67	$0.42	$0.45	$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.72	$0.00	$7.72	$0.43	$0.40	$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.69	$0.00	$7.69	$0.27	$0.37	$0.10
2019Summary only. Only limited summary data is available for this year.	$7.80	$0.00		$0.49	$0.33	$0.15
2018Detailed filing. Detailed filing data is available for this year.	$7.64	$0.00	$7.64	$0.43	$0.48	$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.68	$0.00	$7.68	$0.46	$0.46	$0.01
2016Detailed filing. Detailed filing data is available for this year.	$7.68	$0.00	$7.68	$0.55	$0.43	$0.11
2015Summary only. Only limited summary data is available for this year.	$7.57	$0.00		$0.42	$0.42	$0.00
2014Summary only. Only limited summary data is available for this year.	$7.57	$0.00		$0.49	$0.37	$0.12
2013Summary only. Only limited summary data is available for this year.	$7.45	$0.00		$0.54	$0.40	$0.14
2012Summary only. Only limited summary data is available for this year.	$7.31	$0.00		$0.45	$0.44	$0.01
2011Summary only. Only limited summary data is available for this year.	$7.30	$0.00		$0.42	$0.38	$0.03