Civic Intelligence

Westford Rotary Charitable Endowment Inc.

990EZ • Fiscal year 2023 • EIN 04-3540698

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 23, 2025

Organization ProfileN/A
PO Box 231Westford, MA 01886

(999) 999-9999

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

9th percentile

-55%

Higher net margin than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$38,850

Down $28,796 (-43%) from 2018

Net Assets

$38,850

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$6,579

Down $15,315 (-70%) from 2018

Expenses

Down

$10,227

Down $23,707 (-70%) from 2018

Net Income

Up

-$3,648

Up $8,392 (+70%) from 2018

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$38,850
Liabilities-
Net Assets$38,850
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$6,579
Expenses$10,227
Net Income-$3,648
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 23, 2025
Return Version
2022v5.0
Gross Receipts
$18,655
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-$9,967
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT BOLEYPresident-$0--
COLLEEN MURPHYFormer Treas-$0--
FRANCES MAIKELClerk-$0--
PENNY HAMELDirector-$0--
WALTER MISKACurrent Trea-$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
Current Treasurer
Signed
2025-10-23
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 7,116 scholarships 1,000 dictionary project 1,260 miscellaneous 155 dcf project 591 total 10,122”

Raw XML Appendix126 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/BOYAmt042498
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038850
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018654
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3648
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0105
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042498
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038850
IRS990EZ/GrossReceiptsAmt018655
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042498
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038850
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042498
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038850
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT BOLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COLLEEN MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANCES MAIKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PENNY HAMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WALTER MISKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CURRENT TREA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010122
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/ProgramServiceExpensesAmt09967
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012076
IRS990EZ/SpecialEventsNetIncomeLossAmt0-12076
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010227
IRS990EZ/TotalProgramServiceExpensesAmt09967
IRS990EZ/TotalRevenueAmt06579
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06337
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt057675
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt070876
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt057675
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09048
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017101
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06337
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt057675
IRS990ScheduleA/TotalSupportAmt057675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DONATIONS 7,116 SCHOLARSHIPS 1,000 DICTIONARY PROJECT 1,260 MISCELLANEOUS 155 DCF PROJECT 591 TOTAL 10,122
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/PersonTitleTxt0CURRENT TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-23
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/PreparationDt02025-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTIN M CRESSMAN
ReturnHeader/ReturnTs02025-10-24T07:16:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,850
Liabilities
-
Net assets
$38,850
Revenue
$6,579
Expenses
$10,227
Net income
-$3,648
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
Peer Organizations

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Boomer-Ally

501(c)3 • NTEE P88

Revenue$38,839
Assets$621

Revenue vs current organization

490% higher

Assets vs current organization

98% lower