Civic Intelligence

Joan Traver Walsh Family Foundation

EIN 47-5085280 • Sierra Madre, CA

326 N Adams StreetSierra Madre, CA 91024
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-3219%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

14th percentile

-85%

Faster asset growth than 14% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-62%

Faster revenue growth than 15% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$469,913

Down $2,590,893 (-85%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$469,913

Down $2,590,893 (-85%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Down

$80,395

Down $129,323 (-62%) from 2023

Expenses

Up

$2,668,584

Up $2,461,458 (+1188%) from 2023

Net Income

Down

-$2,588,189

Down $2,590,781 (-99953%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2015: $1Liabilities 2015: $02015Assets 2016: $4,026,656Liabilities 2016: $213Net Assets 2016: $4,026,4432016Assets 2017: $3,897,374Liabilities 2017: $0Net Assets 2017: $3,897,3742017Assets 2018: $3,966,632Liabilities 2018: $0Net Assets 2018: $3,966,6322018Assets 2019: $3,827,200Liabilities 2019: $1Net Assets 2019: $3,827,2002019Assets 2020: $3,482,533Liabilities 2020: $1Net Assets 2020: $3,482,5332020Assets 2021: $3,186,538Liabilities 2021: $1Net Assets 2021: $3,186,5382021Assets 2022: $3,061,930Liabilities 2022: $1Net Assets 2022: $3,061,9302022Assets 2023: $3,060,806Liabilities 2023: $1Net Assets 2023: $3,060,8062023Assets 2024: $469,913Liabilities 2024: $0Net Assets 2024: $469,9132024

Highlighted filing

2024

Assets$469,913
Liabilities$0
Net Assets$469,913
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $4,072,586Expenses 2016: $46,143Net Income 2016: $4,026,4432016Revenue 2017: $79,863Expenses 2017: $208,932Net Income 2017: -$129,0692017Revenue 2018: $344,541Expenses 2018: $266,793Net Income 2018: $77,7482018Revenue 2019: $141,294Expenses 2019: $312,460Net Income 2019: -$171,1662019Revenue 2020: -$14,564Expenses 2020: $319,707Net Income 2020: -$334,2712020Revenue 2021: $27,031Expenses 2021: $320,290Net Income 2021: -$293,2592021Revenue 2022: $136,872Expenses 2022: $260,814Net Income 2022: -$123,9422022Revenue 2023: $209,718Expenses 2023: $207,126Net Income 2023: $2,5922023Revenue 2024: $80,395Expenses 2024: $2,668,584Net Income 2024: -$2,588,1892024

Highlighted filing

2024

Revenue$80,395
Expenses$2,668,584
Net Income-$2,588,189
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$469,913
Liabilities
$0
Net assets
$469,913
Revenue
$80,395
Expenses
$2,668,584
Net income
-$2,588,189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.08$2.67$2.59
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.21$0.21$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.14$0.26$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.03$0.32$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.01$0.32$0.33
2019Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.14$0.31$0.17
2018Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.34$0.27$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.08$0.21$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$4.07$0.05$4.03
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 23, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN TRAVERPresident-$0--
JENNIFER C TRAVERCFO-$0--
JESSICA TRAVERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Joan Traver Walsh Family Foundation
EIN
47-5085280
Phone
8185986525
Address
326 N ADAMS STREET, SIERRA MADRE, CA 91024

Signing Officer

Name
Lynn Traver
Title
President
Signed
2025-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Winningham Becker & Company LLP
Address
21031 Ventura Boulevard Suite 1000, Woodland Hills, CA 91364
Preparer
Lina Flores
Phone
8185986525
Raw XML Appendix290 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/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0115850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt047041
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0170540
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt066778
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0103762
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0170540
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0229669
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt054486
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02704
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SETTLEMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05773
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05773
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12600000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ELLINGTON LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02570
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02570
TaxesSchedule/TaxesDetail/Amt02500
TaxesSchedule/TaxesDetail/Amt11200
TaxesSchedule/TaxesDetail/Amt275
TaxesSchedule/TaxesDetail/CategoryTxt02023 TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt12024 ESTIMATED TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt2DEPARTMENT OF JUSTICE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN TRAVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-23
ReturnHeader/DisasterReliefTxt0CA 2025-01 LA COUNTY WILDFIRES
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN TRAVER WALSH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0475085280
ReturnHeader/Filer/PhoneNum08185986525
ReturnHeader/Filer/USAddress/AddressLine1Txt0326 N ADAMS STREET
ReturnHeader/Filer/USAddress/CityNm0SIERRA MADRE
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ReturnHeader/Filer/USAddress/ZIPCd091024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263909854
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Winningham Becker & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021031 Ventura Boulevard Suite 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091364
ReturnHeader/PreparerPersonGrp/PhoneNum08185986525
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINA FLORES
ReturnHeader/ReturnTs02025-09-23T10:20:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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