Civic Intelligence

Jackson Walsh Memorial Fund

990EZ • Fiscal year 2021 • EIN 85-6264865

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileTHEJACKSONWALSHFOUNDATION.ORG
14 Cormier RdBurlington, MA 01803

(617) 620-0936

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

92nd percentile

139%

Faster asset growth than 92% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

90%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$38,603

Up $22,481 (+139%) from 2020

Net Assets

Up

$38,603

Up $22,481 (+139%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin93rd percentile

Revenue

Up

$31,381

Up $14,840 (+90%) from 2020

Expenses

Up

$8,900

Up $8,481 (+2024%) from 2020

Net Income

Up

$22,481

Up $6,359 (+39%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$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

2021

Assets$38,603
Liabilities$0
Net Assets$38,603
Open 2021 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$31,381
Expenses$8,900
Net Income$22,481
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$31,381
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
Jackson's Reading Nook at the Burlington Public Library$0$7,438
The Whooley Foundation$0$1,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE WALSHTrusteePT$0--
HARRY WALSHTrusteePT$0--
STEPHEN HERLIHYTrusteePT$0--
THOMAS MCMANUSTrusteePT$0--
NICOLE WILLIAMSTrusteePT$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
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Paul T O'Reilly and Associates
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: 54.”

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

“Description: WEBSITE PLATFORM FEE. Amount: 12. Description: EXEMPT PURPOSE DONATIONS. Amount: 8,438. Total to Form 990-EZ, line 16: 8,450.”

Raw XML Appendix165 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
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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/BOYAmt016122
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038603
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt031327
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt022481
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt038603
IRS990EZ/GrossReceiptsAmt031381
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt038603
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
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 WILLIAMS
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/OtherExpensesTotalAmt08450
IRS990EZ/OtherRevenueTotalAmt054
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Jackson's Reading Nook at the Burlington Public Library
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The Whooley Foundation
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07438
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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/TotalExpensesAmt08900
IRS990EZ/TotalProgramServiceExpensesAmt08438
IRS990EZ/TotalRevenueAmt031381
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0THEJACKSONWALSHFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031327
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016541
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt047868
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt047868
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016541
IRS990ScheduleA/Total509Grp/TotalAmt047868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031327
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016543
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt047870
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: METRO CREDIT UNION. Amount: 54.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: WEBSITE PLATFORM FEE. Amount: 12. Description: EXEMPT PURPOSE DONATIONS. Amount: 8,438. Total to Form 990-EZ, line 16: 8,450.
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle Walsh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06176200936
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
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/PreparerFirmGrp/PreparerFirmEIN0042829801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Paul T O'Reilly and Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0158 Belmont Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Watertown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002472
ReturnHeader/PreparerPersonGrp/PhoneNum06179240100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin O'Reilly
ReturnHeader/ReturnTs02022-11-15T12:26:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Michelle
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Walsh
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,603
Liabilities
$0
Net assets
$38,603
Revenue
$31,381
Expenses
$8,900
Net income
$22,481
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
2021Detailed filing. Detailed filing data is available for this year.$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