Civic Intelligence

The Historic Millstream Foundation Inc

990PF • Fiscal year 2021 • EIN 20-4778662

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 08, 2022

Organization Profile
99 Mill RoadChelmsford, MA 01824

(978) 256-7754

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

89th percentile

65%

Higher net margin than 89% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

40th percentile

3.6%

Faster asset growth than 40% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

127%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,354,314

Up $117,872 (+3.6%) from 2020

Net Assets

Up

$3,354,314

Up $117,872 (+3.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin89th percentile

Revenue

Up

$186,314

Up $104,340 (+127%) from 2020

Expenses

Down

$64,300

Down $22,547 (-26%) from 2020

Net Income

Up

$122,014

Up $126,887 (+2604%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$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

2021

Assets$3,354,314
Liabilities$0
Net Assets$3,354,314
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

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

2021

Revenue$186,314
Expenses$64,300
Net Income$122,014
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 8, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE RIPSOMPresident-$0--
RUTH M GREENEClerk-$0--
THOMAS ST GERMAINTreasurer-$0--
SAMUEL P CHASECo-President-$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
Thomas St Germain
Title
Treasurer
Phone
9782567754
Signed
2022-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Cain Bourret Jarry & Cressman LLC
Address
1175 MAMMOTH ROAD SUITE 2A, DRACUT, MA 01826
Preparer
Steven R Bourret
Phone
9789571421
Raw XML Appendix354 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/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/IndividualWithBooksNm0THOMAS ST GERMAIN
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/WebsiteAddressTxt0N/A
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/Expenses1Amt012934
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt03125
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/QualifyingDistributionsAmt064300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt064300
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt064300
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
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01440
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01440
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016902
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1741
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEDERAL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BUILDING REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5GROUND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1962
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt289
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt35165
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt412934
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1962
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt289
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt412934
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0500
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11519
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 ACTIVITY
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0500
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11519
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013501
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED INTEREST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt027781
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1AMINISTRATIVE SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt027781
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt13500
TaxesSchedule/TaxesDetail/Amt0622
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON INVESTMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0622
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS ST GERMAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09782567754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-08
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/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/PreparationDt02022-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R BOURRET
ReturnHeader/ReturnTs02022-09-08T16:43:35-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ST GERMAIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,354,314
Liabilities
$0
Net assets
$3,354,314
Revenue
$186,314
Expenses
$64,300
Net income
$122,014
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