Jkw Live Well Foundation Inc

Nonprofit profile at a glance

EIN
991836402
IRS 990-EZ coverage
2024–2025
Forms available
Form 990-EZ 2025
Location
Bay Shore, NY, USA
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Fund Raising and Fund Distribution
Affiliation
Christianity

Reported finances

Revenue
$60,169
Expenses
$65,256
Assets
$20,993

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • JENNIFER HART (President)
  • JOHN WALSER JR (Vice President)
  • JOSEPH POWERS (Vice President)

People named in this filing

  • KATHLEEN WALSER (Trustee)
  • JENNIFER HART (President)
  • JOHN WALSER (Trustee)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization is formed on behalf of the family and friends of Joseph Keenan Walser to celebrate his life by providing benefits to the Bay Shore community he loved and supporting other charitable causes in his memory. The organization raises funds to support 501(c)(3) charities, particularly local charities, including St Patricks Parish. In addition, we grant an annual scholarship to a Bay Shore High School students and students of St. Patrick Elementary School heading to private high school as well.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 58
  • Transparency & Controls: 100
  • Sustainability: 28
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 59.1%; rating input score 59
  • Program expense ratio: 54.5%; rating input score 55

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -8.5%; rating input score 30; 30th percentile among comparable filings
  • Total-asset coverage ratio: 0.32; rating input score 24; 24th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 164.2% per year; rating input score 100; 99th percentile among comparable filings
  • Revenue growth: 15.9% per year; rating input score 100; 87th percentile among comparable filings
  • Asset growth: -21.6% per year; rating input score 0; 10th percentile among comparable filings

Details

  • Where the money goes: 59.1% of revenue deployed · 54.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $36K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 59/100.
  • Review — Financial Efficiency: Program expense ratio scored 55/100.
  • Moderate — Sustainability: Operating margin scored 30/100.
  • High — Sustainability: Total-asset coverage ratio scored 24/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.