Civic Intelligence

Jackson Walsh Memorial Fund

EIN 85-6264865 • 501(c)3 • Burlington, MA

Profile

To contribute to and enrich the lives of small children and their families. To support and enhance intellectual, mental, emotional and physical development programs.

14 Cormier RdBurlington, MA 01803

thejacksonwalshfoundation.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

63rd percentile

5.8%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

22nd percentile

-37%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$48,919

Up $2,235 (+4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$48,919

Up $2,235 (+4.8%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin97th percentile

Revenue

Down

$2,471

Down $1,341 (-35%) from 2023

Expenses

Down

$236

Down $603 (-72%) from 2023

Net Income

Down

$2,235

Down $738 (-25%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$60K$40K$20K$0Assets 2020: $16,122Liabilities 2020: $0Net Assets 2020: $16,1222020Assets 2021: $38,603Liabilities 2021: $0Net Assets 2021: $38,6032021Assets 2022: $43,711Liabilities 2022: $0Net Assets 2022: $43,7112022Assets 2023: $46,684Liabilities 2023: $0Net Assets 2023: $46,6842023Assets 2024: $48,919Liabilities 2024: $0Net Assets 2024: $48,9192024

Highlighted filing

2024

Assets$48,919
Liabilities$0
Net Assets$48,919
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$40K$30K$20K$10K$0Revenue 2020: $16,541Expenses 2020: $419Net Income 2020: $16,1222020Revenue 2021: $31,381Expenses 2021: $8,900Net Income 2021: $22,4812021Revenue 2022: $6,220Expenses 2022: $1,112Net Income 2022: $5,1082022Revenue 2023: $3,812Expenses 2023: $839Net Income 2023: $2,9732023Revenue 2024: $2,471Expenses 2024: $236Net Income 2024: $2,2352024

Highlighted filing

2024

Revenue$2,471
Expenses$236
Net Income$2,235
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$48,919
Liabilities
$0
Net assets
$48,919
Revenue
$2,471
Expenses
$236
Net income
$2,235
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.9$0.00$48.9$2.47$0.24$2.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.7$0.00$46.7$3.81$0.84$2.97
2022Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$6.22$1.11$5.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.6$0.00$38.6$31.4$8.90$22.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.00$16.1$16.5$0.42$16.1
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$6,220
Mission and Program Overview

Mission

To contribute to and enrich the lives of small children and their families. To support and enhance intellectual, mental, emotional and physical development programs.

Program Services

DescriptionGrantsExpenses
BOSTON CHILDREN'S HOSPITAL TRUST$0$1,000
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE WALSHTrusteePT$0--
HARRY WALSHTrustee-$0--
STEPHEN HERLIHYTrustee-$0--
THOMAS MCMANUSTrustee-$0--
NICOLE DIZUZIOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jackson Walsh Memorial Fund
EIN
85-6264865
Phone
6176200936
Address
14 CORMIER RD, BURLINGTON, MA 01803

Signing Officer

Name
Michelle Walsh
Title
President
Phone
6176200936
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Paul T O'Reilly and Company
Address
158 Belmont Street, Watertown, MA 02472
Preparer
Kevin O'Reilly
Phone
6179240100
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: METRO CREDIT UNION. Amount: 60.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: EXEMPT PURPOSE DONATIONS. Amount: 1,000.”

Raw XML Appendix164 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHELLE WALSH
IRS990EZ/BooksInCareOfDetail/PhoneNum06174891208
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014 CORMIER RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BURLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001803
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038603
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043711
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06160
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05108
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038603
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043711
IRS990EZ/GrossReceiptsAmt06220
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038603
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043711
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038603
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043711
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HARRY WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN HERLIHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS MCMANUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICOLE DIZUZIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01000
IRS990EZ/OtherRevenueTotalAmt060
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To contribute to and enrich the lives of small children and their families. To support and enhance intellectual, mental, emotional and physical development programs.
IRS990EZ/PrintingPublicationsPostageAmt0112
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BOSTON CHILDREN'S HOSPITAL TRUST
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01112
IRS990EZ/TotalProgramServiceExpensesAmt01000
IRS990EZ/TotalRevenueAmt06220
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0THEJACKSONWALSHFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031327
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016541
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt054028
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0120
IRS990ScheduleA/InvestmentIncomeCYPct00.00220
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99780
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt054028
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016541
IRS990ScheduleA/Total509Grp/TotalAmt054028
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016543
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt054148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: METRO CREDIT UNION. Amount: 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: EXEMPT PURPOSE DONATIONS. Amount: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle Walsh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06176200936
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACKSON WALSH MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0856264865
ReturnHeader/Filer/PhoneNum06176200936
ReturnHeader/Filer/USAddress/AddressLine1Txt014 CORMIER RD
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001803
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042829801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Paul T O'Reilly and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0158 Belmont Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Watertown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002472
ReturnHeader/PreparerPersonGrp/PhoneNum06179240100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin O'Reilly
ReturnHeader/ReturnTs02023-11-15T10:22:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Michelle
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Walsh
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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