Civic Intelligence

Westford Rotary Charitable

EIN 04-3540698 • 501(c)3 • Westford, MA

Profile

Scholarship endowment fund

PO Box 231Westford, MA 01886

www.westfordrotary.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

10th percentile

-87%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

32nd percentile

-18%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

14th percentile

-59%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$56,269

Down $12,076 (-18%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$56,269

Down $12,076 (-18%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$13,907

Down $19,930 (-59%) from 2024

Expenses

Up

$25,982

Up $21,639 (+498%) from 2024

Net Income

Down

-$12,075

Down $41,569 (-141%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$150K$100K$50K$0Assets 2011: $125,087Net Assets 2011: $125,0872011Assets 2012: $134,616Net Assets 2012: $134,6162012Assets 2013: $120,288Liabilities 2013: $0Net Assets 2013: $120,2882013Assets 2014: $133,354Liabilities 2014: $0Net Assets 2014: $133,3542014Assets 2015: $128,343Liabilities 2015: $0Net Assets 2015: $128,3432015Assets 2016: $85,866Liabilities 2016: $0Net Assets 2016: $85,8662016Assets 2017: $79,686Liabilities 2017: $0Net Assets 2017: $79,6862017Assets 2018: $67,646Liabilities 2018: $02018Assets 2023: $38,850Net Assets 2023: $38,8502023Assets 2024: $68,345Net Assets 2024: $68,3452024Assets 2025: $56,269Net Assets 2025: $56,2692025

Highlighted filing

2025

Assets$56,269
Liabilities-
Net Assets$56,269
Open 2025 Filing

Operations Trend

Revenue Growth14th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $64,425Expenses 2011: $62,794Net Income 2011: $1,6312011Revenue 2012: $88,085Expenses 2012: $78,556Net Income 2012: $9,5292012Revenue 2013: $71,490Expenses 2013: $85,818Net Income 2013: -$14,3282013Revenue 2014: $104,640Expenses 2014: $91,574Net Income 2014: $13,0662014Revenue 2015: $104,784Expenses 2015: $109,795Net Income 2015: -$5,0112015Revenue 2016: $16,380Expenses 2016: $58,857Net Income 2016: -$42,4772016Revenue 2017: $33,102Expenses 2017: $39,212Net Income 2017: -$6,1102017Revenue 2018: $21,894Expenses 2018: $33,934Net Income 2018: -$12,0402018Revenue 2023: $6,579Expenses 2023: $10,227Net Income 2023: -$3,6482023Revenue 2024: $33,837Expenses 2024: $4,343Net Income 2024: $29,4942024Revenue 2025: $13,907Expenses 2025: $25,982Net Income 2025: -$12,0752025

Highlighted filing

2025

Revenue$13,907
Expenses$25,982
Net Income-$12,075
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,269
Liabilities
-
Net assets
$56,269
Revenue
$13,907
Expenses
$25,982
Net income
-$12,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.14$0.26$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.34$0.04$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.07$0.10$0.04
2018Summary only. Only limited summary data is available for this year.$0.68$0.00$0.22$0.34$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.33$0.39$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.16$0.59$0.42
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$1.05$1.10$0.05
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.33$0.00$1.33$1.05$0.92$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.71$0.86$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$1.35$0.88$0.79$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$1.25$0.64$0.63$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.0
Gross Receipts
$18,023
Mission and Program Overview

Mission

Scholarship endowment fund

Program Services

DescriptionGrantsExpenses
FUNDRAISING ACTIVITIES BY MEMBERS OF THE WESTFORD ROTARY CLUB AND OTHER VOLUNTEERS PROVIDE RESOURCES TO AWARD SCHOLARSHIPS AND MAKE GRANTS WITHIN THE COMMUNITY-$22,458
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER MISKATreasurer-$0--
JESSICA ARSENAULTClerk-$0--
PENNY HAMELDirector-$0--
COLLEEN MURPHYPresident-$0--
Filing and Contact Details

Filer

Filer Name
Westford Rotary Charitable
EIN
04-3540698
Address
PO BOX 231, WESTFORD, MA 01886

Signing Officer

Name
Walter Miska
Title
Treasurer
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Cain Bourret Jarry & Cressman LLC
Address
1175 MAMMOTH ROAD SUITE 2A, DRACUT, MA 01826
Preparer
Kristin M Cressman
Phone
9789571421
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses donations 2,148 scholarships 2,000 dictionary project 1,260 filing fees 615 admin expenses 516 deb's beds project 4,500 bank service charges 8 financial literacy grant 1,785 food donation - grant 7,040 100 women 450 westford pd 1,160 sponsorships 1,500 total 22,982”

Raw XML Appendix122 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WALTER MISKA
IRS990EZ/BooksInCareOfDetail/PhoneNum09999999999
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09 MADIGAN LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AYER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001432
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068344
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056269
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015806
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12075
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068344
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056269
IRS990EZ/GrossReceiptsAmt018023
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02217
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068344
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056269
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068344
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056269
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WALTER MISKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA ARSENAULT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PENNY HAMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COLLEEN MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022982
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIP ENDOWMENT FUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING ACTIVITIES BY MEMBERS OF THE WESTFORD ROTARY CLUB AND OTHER VOLUNTEERS PROVIDE RESOURCES TO AWARD SCHOLARSHIPS AND MAKE GRANTS WITHIN THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022458
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04116
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4116
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025982
IRS990EZ/TotalProgramServiceExpensesAmt022458
IRS990EZ/TotalRevenueAmt013907
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015806
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt095283
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06034
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt095283
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015806
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09048
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017101
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt095283
IRS990ScheduleA/TotalSupportAmt095283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DONATIONS 2,148 SCHOLARSHIPS 2,000 DICTIONARY PROJECT 1,260 FILING FEES 615 ADMIN EXPENSES 516 DEB'S BEDS PROJECT 4,500 BANK SERVICE CHARGES 8 FINANCIAL LITERACY GRANT 1,785 FOOD DONATION - GRANT 7,040 100 WOMEN 450 WESTFORD PD 1,160 SPONSORSHIPS 1,500 TOTAL 22,982
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER MISKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTFORD ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0043540698
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 231
ReturnHeader/Filer/USAddress/CityNm0WESTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001886
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263582184
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAIN BOURRET JARRY & CRESSMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01175 MAMMOTH ROAD SUITE 2A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DRACUT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001826
ReturnHeader/PreparerPersonGrp/PhoneNum09789571421
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTIN M CRESSMAN
ReturnHeader/ReturnTs02025-11-12T10:11:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits