Civic Intelligence

Westwood Historical Society Inc

EIN 04-6138357 • 501(c)3 • Westwood, MA

Profile

Maintenance and operation of historic buildingsregular programs of historic interest

PO Box 2575Westwood, MA 02090

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

2nd percentile

-246%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

39th percentile

-0.9%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$530,392

Down $4,668 (-0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$530,392

Down $4,668 (-0.9%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin2nd percentile

Revenue

Down

$1,897

Down $11,803 (-86%) from 2023

Expenses

Down

$6,564

Down $5,444 (-45%) from 2023

Net Income

Down

-$4,667

Down $6,359 (-376%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$800K$600K$400K$200K$0Assets 2012: $771,027Liabilities 2012: $0Net Assets 2012: $771,0272012Assets 2013: $790,177Liabilities 2013: $0Net Assets 2013: $790,1772013Assets 2014: $486,449Liabilities 2014: $0Net Assets 2014: $486,4492014Assets 2015: $496,639Liabilities 2015: $02015Assets 2016: $504,313Liabilities 2016: $0Net Assets 2016: $504,3132016Assets 2017: $510,260Liabilities 2017: $0Net Assets 2017: $510,2602017Assets 2018: $503,433Liabilities 2018: $0Net Assets 2018: $503,4332018Assets 2019: $509,638Liabilities 2019: $0Net Assets 2019: $509,6382019Assets 2020: $517,169Liabilities 2020: $597Net Assets 2020: $516,5722020Assets 2021: $533,960Liabilities 2021: $180Net Assets 2021: $533,7802021Assets 2022: $533,369Liabilities 2022: $0Net Assets 2022: $533,3692022Assets 2023: $535,060Liabilities 2023: $0Net Assets 2023: $535,0602023Assets 2024: $530,392Liabilities 2024: $0Net Assets 2024: $530,3922024

Highlighted filing

2024

Assets$530,392
Liabilities$0
Net Assets$530,392
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$400K$200K$0-$200K-$400KRevenue 2012: $26,047Expenses 2012: $37,804Net Income 2012: -$11,7572012Revenue 2013: $45,735Expenses 2013: $26,583Net Income 2013: $19,1522013Revenue 2014: $17,755Expenses 2014: $321,484Net Income 2014: -$303,7292014Revenue 2015: $12,835Expenses 2015: $7,215Net Income 2015: $5,6202015Revenue 2016: $16,176Expenses 2016: $16,202Net Income 2016: -$262016Revenue 2017: $19,478Expenses 2017: $13,530Net Income 2017: $5,9482017Revenue 2018: $9,293Expenses 2018: $16,121Net Income 2018: -$6,8282018Revenue 2019: $30,830Expenses 2019: $24,625Net Income 2019: $6,2052019Revenue 2020: $36,080Expenses 2020: $29,146Net Income 2020: $6,9342020Revenue 2021: $31,379Expenses 2021: $14,170Net Income 2021: $17,2092021Revenue 2022: $6,373Expenses 2022: $6,784Net Income 2022: -$4112022Revenue 2023: $13,700Expenses 2023: $12,008Net Income 2023: $1,6922023Revenue 2024: $1,897Expenses 2024: $6,564Net Income 2024: -$4,6672024

Highlighted filing

2024

Revenue$1,897
Expenses$6,564
Net Income-$4,667
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$530,392
Liabilities
$0
Net assets
$530,392
Revenue
$1,897
Expenses
$6,564
Net income
-$4,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.02$0.07$0.05
2023Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.14$0.12$0.02
2022Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.06$0.07$0.00
2021Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.31$0.14$0.17
2020Detailed filing. Detailed filing data is available for this year.$5.17$0.01$5.17$0.36$0.29$0.07
2019Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.31$0.25$0.06
2018Summary only. Only limited summary data is available for this year.$5.03$0.00$5.03$0.09$0.16$0.07
2017Summary only. Only limited summary data is available for this year.$5.10$0.00$5.10$0.19$0.14$0.06
2016Summary only. Only limited summary data is available for this year.$5.04$0.00$5.04$0.16$0.16$0.00
2015Summary only. Only limited summary data is available for this year.$4.97$0.00$0.13$0.07$0.06
2014Summary only. Only limited summary data is available for this year.$4.86$0.00$4.86$0.18$3.21$3.04
2013Summary only. Only limited summary data is available for this year.$7.90$0.00$7.90$0.46$0.27$0.19
2012Summary only. Only limited summary data is available for this year.$7.71$0.00$7.71$0.26$0.38$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,897
Mission and Program Overview

Mission

Maintenance and operation of historic buildingsregular programs of historic interest

Maintenance and operations of historic buildingregular programs of historic interest

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$330,690$330,618▼ $72
Cash and Non-Interest-Bearing Accounts$197,349$192,753▼ $4,596
Inventories for Sale or Use$7,021$7,021→ $0
Total Assets$535,060$530,392▼ $4,668
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$535,060$530,392▼ $4,668
Total Net Assets Fund Balance$535,060$530,392▼ $4,668
Total Liabilities and Net Assets / Fund Balance$535,060$530,392▼ $4,668

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$281,596$10,000-
Equipment$23,275$2,588-
Leasehold Improvements$25,747--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Lura ProvostCo President
Marilyn FreedmanCo President
Ann CroninBoard Member
Paula MeridanBoard Member
Robert FolsomTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,850
Investment Income
$47
Other Revenue
$0
Change in Net Assets
$-4,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,564
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$1,191--$1,191
Fees for Services Accounting-$975-$975
Other Expenses$503$685-$503
Depreciation Depletion$72--$72
Total Functional Expenses$4,904$1,660$0$6,564
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“Copy provided to treasurer and president”

Form 990, Part VI, Section A, Line 8B

“Copy provided to president and treasurer”

Form 990, Part VI, Section B, Line 11B

“Copy provided to president and treasurer”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Westwood Historical Society Inc
EIN
04-6138357
Phone
7813265334
Address
PO BOX 2575, WESTWOOD, MA 02090

Signing Officer

Name
Bob Folsom
Title
Treasurer
Phone
7817690712
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Folsom
Formed
1965
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Simon Akkary CPA LLC
Address
54 HARTFORD STREET, WESTWOOD, MA 02090
Preparer
Simon Akkary CPA
Phone
7814283655
Supplemental Narrative

Financial Statement Notes

PART III, LINE 1A:

“Paintings are displayed in historic buildings”

Raw XML Appendix338 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPY PROVIDED TO PRESIDENT AND TREASURER
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0535060
IRS990/TotalAssetsEOYAmt0530392
IRS990/TotalAssetsGrp/BOYAmt0535060
IRS990/TotalAssetsGrp/EOYAmt0530392
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01660
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04904
IRS990/TotalFunctionalExpensesGrp/TotalAmt06564
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0535060
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0530392
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04904
IRS990/TotalProgramServiceRevenueAmt01850
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01897
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01897
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0535060
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0830 HIGH STREET
IRS990/USAddress/CityNm0WESTWOOD
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002090
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB FOLSOM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07817690712
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTWOOD HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0046138357
ReturnHeader/Filer/PhoneNum07813265334
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2575
ReturnHeader/Filer/USAddress/CityNm0WESTWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002090
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463934779
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMON AKKARY CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt054 HARTFORD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002090
ReturnHeader/PreparerPersonGrp/PhoneNum07814283655
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SIMON AKKARY CPA
ReturnHeader/ReturnTs02025-11-14T11:11:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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