Civic Intelligence

Jackson Walsh Memorial Fund

990EZ • Fiscal year 2023 • EIN 85-6264865

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

60th percentile

6.8%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-39%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$46,684

Up $2,973 (+6.8%) from 2022

Net Assets

Up

$46,684

Up $2,973 (+6.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Down

$3,812

Down $2,408 (-39%) from 2022

Expenses

Down

$839

Down $273 (-25%) from 2022

Net Income

Down

$2,973

Down $2,135 (-42%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2023

Assets$46,684
Liabilities$0
Net Assets$46,684
Open 2023 Filing

Operations Trend

Revenue Growth15th 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

2023

Revenue$3,812
Expenses$839
Net Income$2,973
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$3,812
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
ACCUMULATE FUNDS FOR YOUTH ACTIVITIES$0$650
Compensation and Service Providers
Top Officer Pay78th 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
2024-11-07
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: 67.”

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

“Description: MA STATE FILING FEES. Amount: 174. Description: BANK FEES. Amount: 15. Total to Form 990-EZ, line 16: 189.”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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IRS990EZ/BooksInCareOfDetail/PhoneNum06174891208
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014 CORMIER RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BURLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001803
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043711
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046684
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03745
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02973
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043711
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046684
IRS990EZ/GrossReceiptsAmt03812
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043711
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046684
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043711
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046684
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/OtherExpensesTotalAmt0189
IRS990EZ/OtherRevenueTotalAmt067
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/DescriptionProgramSrvcAccomTxt0ACCUMULATE FUNDS FOR YOUTH ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0650
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/TotalExpensesAmt0839
IRS990EZ/TotalProgramServiceExpensesAmt0650
IRS990EZ/TotalRevenueAmt03812
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0THEJACKSONWALSHFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031327
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016541
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057773
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt067
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0187
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0187
IRS990ScheduleA/InvestmentIncomeCYPct00.00320
IRS990ScheduleA/InvestmentIncomePYPct00.00220
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99680
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt057773
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03745
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016541
IRS990ScheduleA/Total509Grp/TotalAmt057773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03812
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt031381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016543
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt057960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: METRO CREDIT UNION. Amount: 67.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: MA STATE FILING FEES. Amount: 174. Description: BANK FEES. Amount: 15. Total to Form 990-EZ, line 16: 189.
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle Walsh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06176200936
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
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/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin O'Reilly
ReturnHeader/ReturnTs02024-11-14T12:33:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,684
Liabilities
$0
Net assets
$46,684
Revenue
$3,812
Expenses
$839
Net income
$2,973
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
2023Detailed filing. Detailed filing data is available for this year.$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