WESTFORD REMEMBERS INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WESTFORD REMEMBERS INC (EIN 86-2731282)
Tax period
2023-01-01 to 2023-12-31
Filed
2025-07-17
IRS object ID
202501989349300205
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-07-17T18:50:38-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN922472795PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Julie Lopez CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line141-A New London TurnpikeAddressLine1Txt
CityGlastonburyCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06033ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN862731282EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Westford Remembers IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 North Main StreetAddressLine1Txt
CityWestfordCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01886ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNancy J CookPersonNm
Person TitleChairPersonTitleTxt
Phone9786924686PhoneNum
Signature2025-07-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJulie Lopez CPAPreparerPersonNm
PTINP01637772PTIN
Phone8609340204PhoneNum
Preparation2025-07-17PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Gross Receipts$290,160GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswestfordremembers.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2021FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTo honor the past through preservation, support the present, and build a better future for all.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$107,843PYContributionsGrantsAmt
CY Contributions Grants$244,901CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue-$1,422CYOtherRevenueAmt
PY Total Revenue$107,843PYTotalRevenueAmt
CY Total Revenue$243,479CYTotalRevenueAmt
PY Grants And Similar Paid$88,034PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$110,351CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,698PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,019CYTotalFundraisingExpenseAmt
PY Other Expenses$5,218PYOtherExpensesAmt
CY Other Expenses$20,194CYOtherExpensesAmt
PY Total Expenses$94,950PYTotalExpensesAmt
CY Total Expenses$130,545CYTotalExpensesAmt
PY Revenues Less Expenses$12,893PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$112,934CYRevenuesLessExpensesAmt
Total Assets BOY$11,834TotalAssetsBOYAmt
Total Assets EOY$124,768TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,834NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$124,768NetAssetsOrFundBalancesEOYAmt
MissionTo honor the past through preservation, support the present, and build a better future for all.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$120,968ExpenseAmt
Grant$108,851GrantAmt
DescSupported members of the Westford community through various financial assistance measures, incuding payments for groceries, rent expense, funeral expense, headstones, monuments, and other life expenses.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,500ExpenseAmt
Grant$1,500GrantAmt
DescPayments to other nonprofit organizations.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$122,468TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonNancy J CookPersonNm
Phone9786924686PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 North Main StreetAddressLine1Txt
CityWestfordCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01886ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
David Chruistiana
Director1.000.00Yes (X)$0$0$0
Patti Mason
Director1.000.00Yes (X)$0$0$0
Michelle Freamault
Director1.000.00Yes (X)$0$0$0
Sarah Duffy
Director1.000.00Yes (X)$0$0$0
Patricia Dubey
Director1.000.00Yes (X)$0$0$0
Julia Baretta
Director1.000.00Yes (X)$0$0$0
Scott Hazelton
Director1.000.00Yes (X)$0$0$0
Terry Stader
Director1.000.00Yes (X)$0$0$0
Andrea Chambers
Director1.000.00Yes (X)$0$0$0
Nancy J Cook
Chair15.000.00$0$0$0Yes (X)
Tammy Fannon
Secretary3.000.00$0$0$0Yes (X)
David Christian
Vice Chair3.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$244,901AllOtherContributionsAmt
Total Contributions$244,901TotalContributionsAmt
Fundraising Gross Income$12,600FundraisingGrossIncomeAmt
Fundraising Direct Expenses$10,030FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,570TotalRevenueColumnAmt
Exclusion$2,570ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$32,659GamingGrossIncomeAmt
Gaming Direct Expenses$36,651GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,992TotalRevenueColumnAmt
Exclusion-$3,992ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$243,479TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$1,422ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,500TotalAmt
Program Services$1,500ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$108,851TotalAmt
Program Services$108,851ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,820TotalAmt
Program Services$1,092ProgramServicesAmt
Management And General$546ManagementAndGeneralAmt
Fundraising$182FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,426TotalAmt
Program Services$2,056ProgramServicesAmt
Management And General$1,028ManagementAndGeneralAmt
Fundraising$342FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,948TotalAmt
Program Services$8,969ProgramServicesAmt
Management And General$4,484ManagementAndGeneralAmt
Fundraising$1,495FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$130,545TotalAmt
Program Services$122,468ProgramServicesAmt
Management And General$6,058ManagementAndGeneralAmt
Fundraising$2,019FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,834BOYAmt
EOY$124,768EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,834BOYAmt
EOY$124,768EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,834BOYAmt
EOY$122,773EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$1,995EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,834BOYAmt
EOY$124,768EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,834BOYAmt
EOY$124,768EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$112,934ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$101,412CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,862CurrentTaxYearMinus1YearAmt
Current Tax Year$244,901CurrentTaxYearAmt
Total$423,175TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$101,412CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,862CurrentTaxYearMinus1YearAmt
Current Tax Year$244,901CurrentTaxYearAmt
Total$423,175TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$423,175PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$101,412CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,862CurrentTaxYearMinus1YearAmt
Current Tax Year$244,901CurrentTaxYearAmt
Total$423,175TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Schedule G IRS990ScheduleG

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$32,659GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$36,651CashPrizesOtherGamingAmt
Volunteer Labor Other GamingYes (true)VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming1.00000VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming$32,659GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$36,651CashPrizesTotalGamingAmt
Direct Expense Summary Gaming$36,651DirectExpenseSummaryGamingAmt
Net Gaming Income Summary-$3,992NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedMAStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersYes (true)GamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Gaming Own Facility1.000GamingOwnFacilityPct
Individual With BooksNancy J CookIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line125 North Main StreetAddressLine1Txt
CityWestfordCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01886ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd
Gaming Manager PersonNancy CookGamingManagerPersonNm
Gaming Manager Services ProvAll support servicesGamingManagerServicesProvTxt
Gaming Manager Is Director OfcrYes (X)GamingManagerIsDirectorOfcrInd
Charitable Distribution RqrfalseCharitableDistributionRqrInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
Family living expense assistance41$92,512Cash
Funeral expenses paid2$4,570Cash
Grocery donations1$500Cash
Monuments and headstones3$4,450Cash
Rent assistance3$6,819Cash

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceEstimate calculation (Part III, column b)FormAndLineReferenceDesc
ExplanationThe assistance was provided through a program where individual recipients were tracked by a third party social worker to protect the identity of the individual. Therefore, an estimate has been provided as to the number of recipients.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Amended return informationThis amended Form 990 is being filed to correct numerous errors identified in the originally filed return for the tax year 2023. Upon review, it was determined that the original return contained multiple inaccuracies and omissions in various sections. These errors appear to have resulted from inexperience of the prior accountant. The organization has since engaged a qualified tax professional to review the original filing and prepare this amended return. The specific parts and schedules amended include: Part I, Part III correcting allocation and description of accomplishments, Part IV, Part V, Part VI, Part VII correcting list of BOD members, Part VIII correcting allocation of type of revenue, Part IX, Part X, Part XI, Part XII, Sch A Part III, Sch G, Sch I Part III and IV, Sch O.
Form 990 governing body review Part VI line 11The chair of the board reviewed Form 990 prior to the return being e-filed.
Governing documents etc available to public Part VI line 19Form 990 is available to the public upon request.

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