Woburn Historical Society Inc
Nonprofit profile at a glance
- EIN
- 680639223
- IRS 990-EZ coverage
- 2021–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2009
- Location
- Woburn, MA, USA
- Phone
- 7819335002
- Rating
- 46
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $67,815
- Expenses
- $62,115
- Assets
- $69,143
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- BRIAN OUELLETTE (PRESIDENT)
- SHEILA MCELHINEY (VICE PRESIDENT)
People named in this filing
- BRIAN OUELLETTE (PRESIDENT)
- SHEILA MCELHINEY (VICE PRESIDENT)
- MELISSA DAVIDSON-KYLE (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
Charitable education
What it reported doing in 2025
Provided educational trolley tour to significant locations within the city of woburn to alll school children in the third grade, including gift bags and booklets of city wide points of interest and historical value. Provided an 8th grade class with visit to two of the historical burial grounds in woburn along with grave rubbings as part of their education. Also provide as a fundraiser, an adult trolley tour with various stops of historical significance along with booklets of local points of interest. Continued work on memorializing on video many local veteran's stories and interviews.
Operating model
- Revenue model
- Donor-supported. 70% of the money available for current operations came from contributions and gifts.
- Distribution model
- No current program activity. The filing reports no program spending for the current year.
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 total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 100
- Sustainability: 56
- Growth: 60
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: Yes; rating input score 100
Sustainability
- Operating margin: 8.4%; rating input score 58; 58th percentile among comparable filings
- Total-asset coverage ratio: 1.11; rating input score 50; 50th 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: Limited
- Revenue growth: 9.8% per year; rating input score 100; 80th percentile among comparable filings
- Asset growth: 1.3% per year; rating input score 100; 43rd 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 · 12 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 5 filing years from 2021 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Review — Sustainability: Operating margin scored 58/100.
- Review — Sustainability: Total-asset coverage ratio scored 50/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.