Lowell Historical Society

Nonprofit profile at a glance

EIN
046069161
IRS 990-EZ coverage
2009–2025
Forms available
Form 990-EZ 2025
Location
Lowell, MA, USA
Phone
5085274652
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Historical Societies & Historic Preservation

Reported finances

Revenue
$66,392
Expenses
$21,649
Assets
$401,385

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

Leadership & pay

16 people listed

Executive titles in this filing

  • JOE JUSSAUME (PRESIDENT)

People named in this filing

  • LEWIS T KARABATSOS (TREASURER)
  • GRAY FITZSIMONS (DIRECTOR)
  • MARIE SWEENEY (CLERK)

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

Collection and preservation of books, manuscripts and other artifacts of historical interest regarding the city of lowell. These are made available to schools, members and the public.

Operating model

Revenue model
Other-operating. 80% of the money available for current operations came from other operating revenue.
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 a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 64
  • Transparency & Controls: 82
  • Sustainability: 79
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 41.7%; rating input score 42
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

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

Sustainability

  • Operating margin: 67.4%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 18.54; rating input score 95; 95th 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: 1.5% per year; rating input score 100; 52nd percentile among comparable filings
  • Revenue growth: 10.4% per year; rating input score 100; 81st percentile among comparable filings
  • Asset growth: 6.9% per year; rating input score 100; 62nd percentile among comparable filings

Details

  • Where the money goes: 41.7% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $22K in reported program spending
  • Leadership: top reported pay $0 · 16 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 17 filing years from 2009 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 42/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.