Civic Intelligence

Historic Waltham Inc C/O Charles River Museum of Industry

EIN 04-3326090 • 501(c)3 • Waltham, MA

Profile

To educate the general public about the historical significance of the city of waltham, especially waltham's contribution to the industrial revolution.

84 South StreetWaltham, MA 02453

www.historicwaltham.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

21st percentile

-38%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$164

Down $100 (-38%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$164

Down $100 (-38%) from 2020

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $50 (-100%) from 2020

Expenses

Up

$100

Up $50 (+100%) from 2020

Net Income

Down

-$100

Down $100 from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0K$4.0K$2.0K$0Assets 2010: $3,731Liabilities 2010: $0Net Assets 2010: $3,7312010Assets 2011: $4,581Liabilities 2011: $0Net Assets 2011: $4,5812011Assets 2012: $2,530Liabilities 2012: $02012Assets 2013: $616Liabilities 2013: $02013Assets 2014: $717Liabilities 2014: $02014Assets 2015: $794Liabilities 2015: $02015Assets 2016: $829Liabilities 2016: $02016Assets 2017: $129Liabilities 2017: $02017Assets 2018: $114Liabilities 2018: $02018Assets 2019: $264Liabilities 2019: $0Net Assets 2019: $2642019Assets 2020: $264Liabilities 2020: $0Net Assets 2020: $2642020Assets 2021: $164Liabilities 2021: $0Net Assets 2021: $1642021

Highlighted filing

2021

Assets$164
Liabilities$0
Net Assets$164
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2010: $1,501Expenses 2010: $1,456Net Income 2010: $452010Revenue 2011: $2,301Expenses 2011: $1,451Net Income 2011: $8502011Revenue 2012: $1Expenses 2012: $2,052Net Income 2012: -$2,0512012Revenue 2013: $0Expenses 2013: $1,914Net Income 2013: -$1,9142013Revenue 2014: $1,000Expenses 2014: $899Net Income 2014: $1012014Revenue 2015: $800Expenses 2015: $723Net Income 2015: $772015Revenue 2016: $700Expenses 2016: $665Net Income 2016: $352016Revenue 2017: $0Expenses 2017: $700Net Income 2017: -$7002017Revenue 2018: $35Expenses 2018: $50Net Income 2018: -$152018Revenue 2019: $200Expenses 2019: $50Net Income 2019: $1502019Revenue 2020: $50Expenses 2020: $50Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $100Net Income 2021: -$1002021

Highlighted filing

2021

Revenue$0
Expenses$100
Net Income-$100
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$164
Liabilities
$0
Net assets
$164
Revenue
$0
Expenses
$100
Net income
-$100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$164$0$164$0$100$100
2020Detailed filing. Detailed filing data is available for this year.$264$0$264$50$50$0
2019Detailed filing. Detailed filing data is available for this year.$264$0$264$200$50$150
2018Summary only. Only limited summary data is available for this year.$114$0$35$50$15
2017Summary only. Only limited summary data is available for this year.$129$0$0$700$700
2016Summary only. Only limited summary data is available for this year.$829$0$700$665$35
2015Summary only. Only limited summary data is available for this year.$794$0$800$723$77
2014Summary only. Only limited summary data is available for this year.$717$0$1,000$899$101
2013Summary only. Only limited summary data is available for this year.$616$0$0$1,914$1,914
2012Summary only. Only limited summary data is available for this year.$2,530$0$1$2,052$2,051
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,581$0$4,581$2,301$1,451$850
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,731$0$3,731$1,501$1,456$45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.2
Gross Receipts
$0
Mission and Program Overview

Mission

To educate the general public about the historical significance of the city of waltham, especially waltham's contribution to the industrial revolution.

Program Services

DescriptionGrantsExpenses
SPONSOR ACTIVITIES AND EVENTS TO PROMOTE THE RICH HISTORY OF WALTHAM, MASSACHUSETTS$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH M ARENATreasurer-$0--
JOHN PEACOCKPresident-$0--
SHEILA FITZPATRICKDirector-$0--
SUSAN ROBERTSONDirector-$0--
ROBERT PERRYDirector-$0--
VACANTClerk-$0--
Filing and Contact Details

Filer

Filer Name
Historic Waltham Inc
EIN
04-3326090
Phone
7818944700
Address
84 SOUTH STREET, WALTHAM, MA 02453

Signing Officer

Name
John Peacock
Title
President
Phone
7818944700
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Koundakjian & Co PC CPA's
Address
9 Meriam St Suite 2, Lexington, MA 02420-5312
Preparer
Donald K Koundakjian
Phone
7818611170
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: ANNUAL REPORT. Amount: 30. Description: FORM PC. Amount: 70. Total to Form 990-EZ, line 16: 100.”

Raw XML Appendix155 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07818935410
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALTHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002453
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSOR ACTIVITIES AND EVENTS TO PROMOTE THE RICH HISTORY OF WALTHAM, MASSACHUSETTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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