Westford Historical Society Inc

Nonprofit profile at a glance

EIN
510172216
IRS 990 coverage
2025–2025
Forms available
Form 990 2025, Form 990-EZ 2024, Form 990-N 2015
Location
Westford, MA, USA
Phone
9786925550
Rating
51
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$48,839
Expenses
$42,014
Assets
$545,474
Liabilities
$0

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

Leadership & pay

12 people listed

Executive titles in this filing

  • John Forcucci (President)
  • Barry Greene (Vice President)

Highest reported compensation

  • Linda Greene (Director): $15,452 total reported compensation

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

Overview

Mission

The mission of the Westford Historical Society is to promote the understanding and appreciation of Westfords unique history to the community. By providing programming that features aspects of Westford residents daily lives activities and achievements we strive to expand and enrich our understanding of how our town continues to evolve. We foster an environment of teaching and learning that strengthens our sense of community. We will collect preserve and exhibit documents photographs objects and sites historically significant to Westford and encourage outside efforts to do the same.

What it reported doing in 2025

Many Voices One Freedom - a community reading of Frederick Douglass speech What to the Slave is the Fourth of July Free program for members.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 98% 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

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 42
  • Transparency & Controls: 90
  • Accountability: 5
  • Sustainability: 60
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 36.4%; rating input score 36
  • Program expense ratio: 33%; rating input score 33
  • Fundraising efficiency: $696.19 raised per $1 spent on fundraising; rating input score 98; 98th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 10th percentile among comparable filings
  • Governance controls: 1 of 8 controls in place; rating input score 12
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 14%; rating input score 65; 65th percentile among comparable filings
  • Total-asset coverage ratio: 12.98; rating input score 71; 71st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 36.8%; rating input score 6; 6th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 3.7% per year; rating input score 100; 71st percentile among comparable filings
  • Asset growth: 5.5% per year; rating input score 100; 64th percentile among comparable filings

Details

  • Where the money goes: 36.4% of revenue deployed · 33% of spending went to programs
  • Governance: 0 of 12 board members independent · 1 of 8 filing controls reported
  • Programs: 7 filed program accomplishments · $14K in reported program spending
  • Leadership: top reported pay $15K · 12 people listed
  • Consistency: 41 of 42 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • 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 36/100.
  • High — Accountability: Independent voting board scored 0/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 33/100.
  • High — Accountability: Governance controls: 6 of 7 not reported.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 6/100.