Williams Boltwood House Trust Inc

Nonprofit profile at a glance

EIN
900516807
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025, Form 990-N 2009
Location
Goshen, MA, USA
Phone
4134754650
Rating
37
Verdict
REVIEW
Rating confidence
Moderate
Sector
History Museums

Official website

Reported finances

Revenue
$28,594
Expenses
$26,864
Assets
$212,768
Liabilities
$0

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

Leadership & pay

5 people listed

Executive titles in this filing

  • Kamille Oborne (President)

People named in this filing

  • Kamille Oborne (President)
  • Robert Labrie (Treasurer)
  • Nancy Clifford (Secretary)

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

Restore / preserve the Williams-Boltwood house and contents.

What it reported doing in 2025

The Williams-Boltwood House Trust was gifted the Williams-Boltwood House (located at 2 Williams Drive, Goshen MA) on February 28, 2022. Work continued on gathering information for the Historic Structure Report and is expected to be completed in 2026. Last year, we received two non program service related grants that allowed us to replace our roof and repair rotted beams in the basement. Stabilizing the building is the first step in our renovation process and has to be done before we any program service can begin. Work continues on sorting and cataloging house contents - especially old books and holding special events at the house to engage visitors and keep engagement high.

Operating model

Revenue model
Other-operating. 68% of the money available for current operations came from other operating revenue.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

REVIEW - The filed numbers largely add up and total assets are large relative to annual expenses, but may not be spendable cash. 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: 0
  • Transparency & Controls: 82
  • Sustainability: 67
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

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

Sustainability

  • Operating margin: 6.1%; rating input score 55; 55th percentile among comparable filings
  • Total-asset coverage ratio: 7.92; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -97.8% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: -17.8% per year; rating input score 0; 17th percentile among comparable filings
  • Asset growth: 25.6% per year; rating input score 100; 88th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2021 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 55/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.