Civic Intelligence

The Historic Millstream Foundation

EIN 20-4778662 • Chelmsford, MA

99 Mill RoadChelmsford, MA 01824
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

55%

Higher net margin than 89% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

2.1%

Faster asset growth than 48% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-48%

Faster revenue growth than 7% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,721,635

Up $77,727 (+2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,721,635

Up $77,727 (+2.1%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin89th percentile

Revenue

Down

$159,525

Down $144,755 (-48%) from 2023

Expenses

Down

$72,041

Down $11,587 (-14%) from 2023

Net Income

Down

$87,484

Down $133,168 (-60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,205,509Liabilities 2015: $0Net Assets 2015: $3,205,5092015Assets 2016: $3,141,404Liabilities 2016: $0Net Assets 2016: $3,141,4042016Assets 2017: $3,707,799Liabilities 2017: $0Net Assets 2017: $3,707,7992017Assets 2018: $3,282,650Liabilities 2018: $0Net Assets 2018: $3,282,6502018Assets 2019: $3,249,306Liabilities 2019: $0Net Assets 2019: $3,249,3062019Assets 2020: $3,236,442Liabilities 2020: $0Net Assets 2020: $3,236,4422020Assets 2021: $3,354,314Liabilities 2021: $0Net Assets 2021: $3,354,3142021Assets 2022: $3,439,241Liabilities 2022: $0Net Assets 2022: $3,439,2412022Assets 2023: $3,643,908Liabilities 2023: $0Net Assets 2023: $3,643,9082023Assets 2024: $3,721,635Liabilities 2024: $0Net Assets 2024: $3,721,6352024

Highlighted filing

2024

Assets$3,721,635
Liabilities$0
Net Assets$3,721,635
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2015: $94,801Expenses 2015: $92,865Net Income 2015: $1,9362015Revenue 2016: $50,612Expenses 2016: $114,717Net Income 2016: -$64,1052016Revenue 2017: $90,786Expenses 2017: $183,970Net Income 2017: -$93,1842017Revenue 2018: $96,577Expenses 2018: $106,412Net Income 2018: -$9,8352018Revenue 2019: $62,626Expenses 2019: $78,570Net Income 2019: -$15,9442019Revenue 2020: $81,974Expenses 2020: $86,847Net Income 2020: -$4,8732020Revenue 2021: $186,314Expenses 2021: $64,300Net Income 2021: $122,0142021Revenue 2022: $139,062Expenses 2022: $102,321Net Income 2022: $36,7412022Revenue 2023: $304,280Expenses 2023: $83,628Net Income 2023: $220,6522023Revenue 2024: $159,525Expenses 2024: $72,041Net Income 2024: $87,4842024

Highlighted filing

2024

Revenue$159,525
Expenses$72,041
Net Income$87,484
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,721,635
Liabilities
$0
Net assets
$3,721,635
Revenue
$159,525
Expenses
$72,041
Net income
$87,484
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.16$0.07$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.30$0.08$0.22
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.14$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.19$0.06$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.08$0.09$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.06$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.10$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.09$0.18$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.05$0.11$0.06
2015Summary only. Only limited summary data is available for this year.$3.21$0.00$3.21$0.09$0.09$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT VENIERDirector-$0--
BECKY WARRENClerk-$0--
RICHARD DONALDSONTreasurer-$0--
SAMUEL P CHASECo-President-$0--
EVELYN S THORENCo-President-$0--
RUTH GREENEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Historic Millstream Foundation
EIN
20-4778662
Phone
9782567754
Address
99 MILL ROAD, CHELMSFORD, MA 01824

Signing Officer

Name
Richard Donaldson
Title
Treasurer
Phone
9782567754
Signed
2025-10-29

Preparer

Firm
Cain Bourret Jarry & Cressman LLC
Address
1175 MAMMOTH ROAD SUITE 2A, DRACUT, MA 01826
Preparer
Steven R Bourret
Phone
9789571421
Raw XML Appendix356 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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IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt079
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt08387
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt02331
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt04261
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt01716
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt070108
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0319839
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt083110
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0102321
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt064300
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt070108
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0319839
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt083110
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0102321
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt064300
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt04322556
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt016626123
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt04125387
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt03880735
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt04297445
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/CurrentYearAmt03876886
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt014881465
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt03679717
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt03454076
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt03870786
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0USED STRICTLY FOR CARE AND MAINTENANCE OF HISTORIC SITE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1USED STRICTLY FOR CARE AND MAINTENANCE OF HISTORIC SITE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2USED STRICTLY FOR CARE AND MAINTENANCE OF HISTORIC SITE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD DONALDSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt099 MILL ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHELMSFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001824
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09782567754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.THEMILLSTREAM.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MAINTENANCE OF MUSEUM, WATER DAM AND GENERAL GROUNDS MAINTENANCE. GROUNDS AND WATER TURBINE GENERATOR AND RESERVOIR INTENDED TO BE USED TO DEMONSTRATE ACTIVE WATER USE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0REPAIRS AND MAINTENANCE TO BUILDINGS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt08205
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt03662
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070108
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt070108
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt070108
LandEtcSchedule2/LandEtcGrp/BookValueAmt0230000
LandEtcSchedule2/LandEtcGrp/BookValueAmt145670
LandEtcSchedule2/LandEtcGrp/BookValueAmt2170000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILDINGS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1FURNITURE & ANTIQUES
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0230000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt145670
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2170000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0230000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt145670
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt2170000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt031890
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BUILDING REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4GROUND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03662
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1956
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt213897
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt38205
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03662
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1956
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt213897
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38205
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt093
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt093
OtherIncreasesSchedule/OtherIncreasesDetail/Amt022133
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED INTEREST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028641
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1AMINISTRATIVE SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt028641
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt14200
TaxesSchedule/TaxesDetail/Amt0681
TaxesSchedule/TaxesDetail/Amt11933
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES ON NET INV. INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0681
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD DONALDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09782567754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HISTORIC MILLSTREAM FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0204778662
ReturnHeader/Filer/PhoneNum09782567754
ReturnHeader/Filer/USAddress/AddressLine1Txt099 MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0CHELMSFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001824
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R BOURRET
ReturnHeader/ReturnTs02025-10-29T13:44:17-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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