Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Lowell Historical Society
EIN 04-6069161 • 501(c)3 • Lowell, MA
Profile
Collection and preservation of books, manuscripts and other artifacts of historical interest regarding the city of lowell. These are made available to schools, members and the public.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
92nd percentile
Higher net margin than 92% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
68th percentile
Faster asset growth than 68% of similar nonprofits.
Revenue Growth
49th percentile
Faster revenue growth than 49% of similar nonprofits.
Balance Sheet
Assets
Up$356,643
Up $33,826 (+10%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$356,643
Up $33,826 (+10%) from 2024
Revenue
Down$55,540
Down $1,782 (-3.1%) from 2024
Expenses
Down$21,716
Down $527 (-2.4%) from 2024
Net Income
Down$33,824
Down $1,255 (-3.6%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $356,643
- Liabilities
- -
- Net assets
- $356,643
- Revenue
- $55,540
- Expenses
- $21,716
- Net income
- $33,824
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- May 1, 2024 to Apr 30, 2025
- Signed
- Sep 8, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $55,540
Mission and Program Overview
Mission
Collection and preservation of books, manuscripts and other artifacts of historical interest regarding the city of lowell. These are made available to schools, members and the public.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| COLLECTION AND PRESERVATION OF BOOKS, MANUSCRIPTS AND OTHER ARTIFACTS OF HISTORICAL INTEREST REGARDING THE CITY OF LOWELL. THESE ARE MADE AVAILABLE TO SCHOOLS, MEMBERS AND THE PUBLIC. | - | $21,716 |
| COLLECTION AND PRESERVATION OF BOOKS, MANUSCRIPTS AND OTHER ARTIFACTS OF HISTORICAL INTEREST REGARDING THE CITY OF LOWELL. THESE ARE MADE AVAILABLE TO SCHOOLS, MEMBERS AND THE PUBLIC. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LEWIS T KARABATSOS | Treasurer | - | $0 | - | - |
| GRAY FITZSIMONS | Director | - | $0 | - | - |
| MARIE SWEENEY | Clerk | - | $0 | - | - |
| PHIL BELANGER | Vice Preside | - | $0 | - | - |
| STEPHANIE DONAHUE | Director | - | $0 | - | - |
| PAULINE GOLEC | Director | - | $0 | - | - |
| EILEEN LOUCRAFT | Director | - | $0 | - | - |
| KIM ZUNINO | Director | - | $0 | - | - |
| BRIDGET COOLEY | Archivist | - | $0 | - | - |
| WALTER V HICKEY | Genealogist | - | $0 | - | - |
| AURORA ERICKSON | Director | - | $0 | - | - |
| THOMAS THORNTON | Director | - | $0 | - | - |
| JASON STRUNK | Director | - | $0 | - | - |
| MIA GRACEFFA | Director | - | $0 | - | - |
| ANTHONY SAMPAS | Librarian | - | $0 | - | - |
| JOE JUSSAUME | President | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Lowell Historical Society
- EIN
- 04-6069161
- Phone
- 5085274652
- Address
- PO BOX 1826, LOWELL, MA 01853
Signing Officer
- Name
- Lewis T Karabatsos
- Title
- Treasurer
- Phone
- 5085274652
- Signed
- 2025-09-08
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Mark Dupont CPA Pc
- Address
- 1794 BRIDGE ST UNIT 32, DRACUT, MA 01826
- Preparer
- Mark Dupont
- Phone
- 9789700270
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Change in value 24,767 other revenue 294 total 25,061”
Form 990-ez, Part I, Line 16
“Expenses insurance 1,377 storage expense 14,803 general expense 2,728 total 18,908”
Form 990-ez, Part III
“Collection and preservation of books, manuscripts and other artifacts of historical interest regarding the city of lowell. These are made available to schools, members and the public.”
Form 990-ez, Part III, Line 31
“Collection and preservation of books, manuscripts and other artifacts of historical interest regarding the city of lowell. These are made available to schools, members and the public.”
Raw XML Appendix187 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.
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 14 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 15 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LEWIS T KARABATSOS |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | EILEEN LOUCRAFT |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | BRIDGET COOLEY |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | THOMAS THORNTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | JASON STRUNK |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | ANTHONY SAMPAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 15 | JOE JUSSAUME |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | CLERK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | ARCHIVIST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | GENEALOGIST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 14 | LIBRARIAN |
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| IRS990EZ/OrganizationHadUBIInd | 0 | false |
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| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | COLLECTION AND PRESERVATION OF BOOKS, MANUSCRIPTS AND OTHER ARTIFACTS OF HISTORICAL INTEREST REGARDING THE CITY OF LOWELL. THESE ARE MADE AVAILABLE TO SCHOOLS, MEMBERS AND THE PUBLIC. |
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| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
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| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
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| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 68357 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 163586 |
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| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.32800 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | CHANGE IN VALUE 24,767 OTHER REVENUE 294 TOTAL 25,061 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES INSURANCE 1,377 STORAGE EXPENSE 14,803 GENERAL EXPENSE 2,728 TOTAL 18,908 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | COLLECTION AND PRESERVATION OF BOOKS, MANUSCRIPTS AND OTHER ARTIFACTS OF HISTORICAL INTEREST REGARDING THE CITY OF LOWELL. THESE ARE MADE AVAILABLE TO SCHOOLS, MEMBERS AND THE PUBLIC. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | COLLECTION AND PRESERVATION OF BOOKS, MANUSCRIPTS AND OTHER ARTIFACTS OF HISTORICAL INTEREST REGARDING THE CITY OF LOWELL. THESE ARE MADE AVAILABLE TO SCHOOLS, MEMBERS AND THE PUBLIC. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LEWIS T KARABATSOS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
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| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-09-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LOWELL HISTORICAL SOCIETY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LOWE |
| ReturnHeader/Filer/EIN | 0 | 046069161 |
| ReturnHeader/Filer/PhoneNum | 0 | 5085274652 |
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| ReturnHeader/Filer/USAddress/CityNm | 0 | LOWELL |
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| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 010553852 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MARK DUPONT CPA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1794 BRIDGE ST UNIT 32 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | DRACUT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 01826 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9789700270 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-09-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MARK DUPONT |
| ReturnHeader/ReturnTs | 0 | 2025-09-12T08:27:33-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-05-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-04-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
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