Civic Intelligence

Lowell Plan Inc.

990 • Fiscal year 2019 • EIN 04-2693109

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 03, 2020

Organization ProfileWWW.LOWELLPLAN.ORG

View Organization Page

660 Suffolk Street No 120Lowell, MA 01854

(978) 459-9899

Siviq Scores

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

Liabilities / Assets

34th percentile

0.02x

Higher debt load relative to assets than 34% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

45th percentile

0.07x

Higher debt load relative to revenue than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

64th percentile

8.7%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

43%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,485,865

Up $118,989 (+8.7%) from 2018

Net Assets

Up

$1,453,079

Up $106,773 (+7.9%) from 2018

Liabilities

Up

$32,786

Up $12,216 (+59%) from 2018

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin78th percentile

Revenue

Up

$499,860

Up $149,170 (+43%) from 2018

Expenses

Up

$393,087

Up $16,149 (+4.3%) from 2018

Net Income

Up

$106,773

Up $133,021 (+507%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,228,270Liabilities 2010: $154,450Net Assets 2010: $4,073,8202010Assets 2011: $5,366,741Liabilities 2011: $136,535Net Assets 2011: $5,230,2062011Assets 2012: $2,655,215Liabilities 2012: $35,037Net Assets 2012: $2,620,1782012Assets 2013: $2,186,822Liabilities 2013: $11,223Net Assets 2013: $2,175,5992013Assets 2014: $1,874,702Liabilities 2014: $31,140Net Assets 2014: $1,843,5622014Assets 2015: $1,562,382Liabilities 2015: $25,795Net Assets 2015: $1,536,5872015Assets 2016: $1,349,389Liabilities 2016: $21,186Net Assets 2016: $1,328,2032016Assets 2017: $1,399,097Liabilities 2017: $26,543Net Assets 2017: $1,372,5542017Assets 2018: $1,366,876Liabilities 2018: $20,570Net Assets 2018: $1,346,3062018Assets 2019: $1,485,865Liabilities 2019: $32,786Net Assets 2019: $1,453,0792019Assets 2020: $2,185,881Liabilities 2020: $94,703Net Assets 2020: $2,091,1782020Assets 2021: $2,311,249Liabilities 2021: $29,118Net Assets 2021: $2,282,1312021Assets 2022: $2,117,219Liabilities 2022: $22,718Net Assets 2022: $2,094,5012022Assets 2023: $2,065,384Liabilities 2023: $26,032Net Assets 2023: $2,039,3522023Assets 2024: $2,143,400Liabilities 2024: $54,672Net Assets 2024: $2,088,7282024

Highlighted filing

2019

Assets$1,485,865
Liabilities$32,786
Net Assets$1,453,079
Open 2019 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,985,2852010Expenses 2011: $808,1452011Expenses 2012: $2,928,3172012Revenue 2013: $539,441Expenses 2013: $984,020Net Income 2013: -$444,5792013Revenue 2014: $417,939Expenses 2014: $749,976Net Income 2014: -$332,0372014Revenue 2015: $382,757Expenses 2015: $689,732Net Income 2015: -$306,9752015Revenue 2016: $536,467Expenses 2016: $744,851Net Income 2016: -$208,3842016Revenue 2017: $420,006Expenses 2017: $375,655Net Income 2017: $44,3512017Revenue 2018: $350,690Expenses 2018: $376,938Net Income 2018: -$26,2482018Revenue 2019: $499,860Expenses 2019: $393,087Net Income 2019: $106,7732019Revenue 2020: $966,510Expenses 2020: $349,198Net Income 2020: $617,3122020Revenue 2021: $343,871Expenses 2021: $296,684Net Income 2021: $47,1872021Revenue 2022: $307,460Expenses 2022: $335,237Net Income 2022: -$27,7772022Revenue 2023: $454,556Expenses 2023: $602,249Net Income 2023: -$147,6932023Revenue 2024: $338,801Expenses 2024: $464,195Net Income 2024: -$125,3942024

Highlighted filing

2019

Revenue$499,860
Expenses$393,087
Net Income$106,773
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 3, 2020
Return Version
2018v3.1
Gross Receipts
$499,860
Mission and Program Overview

Mission

To provide a forum for public and private sector leaders to discuss lowell's economic, educational and cultural development and to support and advocate for partnership programs that advance the strategic goals of the organization.

The lowell plan, inc. Is a private non-profit economic development organization that provides a forum for private and public sector leaders to discuss the city of lowell's economic, educational, and cultural development and that also supports and advocates for partnership programs that advance the strategic goals of the organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$936,839$1,235,229▲ $298,390
Cash and Non-Interest-Bearing Accounts$421,288$236,737▼ $184,551
Prepaid Expenses and Deferred Charges$1,954$1,766▼ $188
Land, Buildings, and Equipment, Net$265$0▼ $265
Total Assets$1,366,876$1,485,865▲ $118,989
Other Assets Total$6,530$12,133▲ $5,603
Liabilities
Accounts Payable and Accrued Expenses$20,570$32,786▲ $12,216
Total Liabilities$20,570$32,786▲ $12,216
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,328,231$1,429,225▲ $100,994
Unrestricted Net Assets$18,075$23,854▲ $5,779
Total Net Assets Fund Balance$1,346,306$1,453,079▲ $106,773
Total Liabilities and Net Assets / Fund Balance$1,366,876$1,485,865▲ $118,989

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$7,940$7,940
Equipment$0$1,594$1,594

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$0$100,000--$100,000
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Gary CampbellCo-chair
John PowerCo-chair
Alice MooreDirector
Ani VongDirector
Brian L ChapmanDirector
Carolyn CoxDirector
Charles GaffneyDirector
Dave HellerDirector
David E WallaceDirector
David GendallDirector
James B HoganDirector
James F Linnehan JrDirector
James LichoulasDirector
James a Sullivan JrDirector
Jody WhiteDirector
John ChemalyDirector
John HaleyDirector
Kevin CorradoDirector
Leanna MoranDirector
Lisa MichaudDirector
Michael ReillyDirector
Paul VotzeDirector
Robert RiversDirector
Samuel MoffettDirector
Susan West LevineDirector
Terence F FlahiveDirector
Trevor BloomDirector
William SoucyDirector
James CookExecutive Director (thru 12/27/2019)
Jack ClancyClerk
Mark S CochranTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$381,455
Program Service Revenue
$101,357
Investment Income
$14,948
Other Revenue
$2,100
All Other Contributions
$366,455
Change in Net Assets
$106,773

Audited Revenue Reconciliation

Revenue per Audited Statements
$499,860
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$499,860
Total Revenue per Form 990
$499,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$216,712
Other Expenses$176,375
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$124,473$33,798-$158,271
Fees for Services Other$53,911$6,614-$60,525
Fees for Services Management$45,000$15,000-$60,000
Other Employee Benefits$21,706$6,212-$27,918
Pension Plan Contributions$16,730$1,016-$17,746
Office Expenses-$17,190-$17,190
Payroll Taxes$9,924$2,853-$12,777
Fees for Services Accounting-$12,030-$12,030
Insurance$1,692$1,793-$3,485
Other Expenses$3,129$7,225-$3,129
Advertising-$525-$525
Depreciation Depletion-$266-$266
Total Functional Expenses$288,565$104,522$0$393,087

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$393,087
Total Expenses per Audited Statements$393,087
Total Expenses per Form 990$393,087
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 is reviewed by the organization's officers and executive committee prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The directors and officers of the corporation may be interested directly or indirectly in any contract relating to or incidental to the operations conducted by the corporation, and may freely make contracts, enter transactions or otherwise act for and on behalf of the corporation, notwithstanding that they may also be acting as individuals, or as trustees of trusts, or as agents for other persons or corporations, or may be interested in the same matters as members, directors or otherwise; provided, however, that any contract, transaction or act on behalf of the corporation in a matter in which the directors or officers are personally interested as members,directors or otherwise, shall be at arms length and not violative of the proscriptions in the articles of organization against the corporation's use or application of its funds for private benefit; and provided further, that no contract, transaction or act shall be taken on behalf of the corporation if such contract, transactions, or act is a prohibited transaction or would result in denial of the tax exemption under section 501(c)(3) of the internal revenue code or its regulations as they now exist or as they may hereafter be amended. In no event, however, shall any person or other entity dealing with the directors or officers be obligated to inquire into the authority of the directors and officers to enter into and consummate any contract, transaction or other action.”

Form 990, Part VI, Section B, Line 15

“Survey of comparable data.”

Form 990, Part VI, Section C, Line 18

“These forms are available for public inspection at the organization's office.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available for public inspection at the organization's office.”

Filing and Contact Details

Filer

Filer Name
Lowell Plan Inc
EIN
04-2693109
Phone
9784599899
Address
660 SUFFOLK STREET NO 120, LOWELL, MA 01854

Signing Officer

Name
John Power
Title
Co-chair
Phone
9784599899
Signed
2020-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Power
Formed
1980
Legal Domicile
Ma
Voting Board Members
32
Independent Board Members
32
Employees
2
Volunteers
0

Preparer

Firm
Anstiss & Co Pc
Address
1115 WESTFORD STREET, LOWELL, MA 01851
Preparer
Richard B Dionne
Phone
9784522500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other fees: program service expenses 53,911. Management and general expenses 6,614. Fundraising expenses 0. Total expenses 60,525.”

Financial Statement Notes

PART V, LINE 4:

“The purpose of the fund is to provide annual support in furtherance of lowell plan's mission which is comprised of: (1) to facilitate and advocate for transformative data-driven change through big-picture, forward thinking visioning and collaborative strategic planning; and (2) to foster collaboration across private, non-profit, and public sectors in lowell that impacts the region.”

PART X, LINE 2:

“The organization, incorporated under chapter 180 of the massachusetts general laws as a tax exempt entity, has been granted tax-exempt status under internal revenue code section 501(c)(3) and is, therefore, generally exempt from federal and state income taxes. Accordingly, no provision for income taxes has been provided for in the accompanying financial statements. Effective with the current year the organization is required by asc 740-10 (formerly fasb interpretation no. 48, accounting for uncertainty in income taxes) to evaluate and disclose tax positions that could have an effect on the organizations financial statements. The organization reports its activities to the internal revenue service and to the commonwealth of massachusetts on an annual basis. These informational returns are generally subject to audit and review by the governmental agencies for a period of three years after filing. Substantially all of the organizations income, expenditures and activities relate to its exempt purpose, therefore, management has determined that the organization is not subject to unrelated business income taxes and will continue to qualify as a tax exempt not-for-profit entity.”

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IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID GENDALL
IRS990/Form990PartVIISectionAGrp/PersonNm12KEVIN CORRADO
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHAEL REILLY
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBERT RIVERS
IRS990/Form990PartVIISectionAGrp/PersonNm15LISA MICHAUD
IRS990/Form990PartVIISectionAGrp/PersonNm16ALICE MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm17JOHN HALEY
IRS990/Form990PartVIISectionAGrp/PersonNm18SAMUEL MOFFETT
IRS990/Form990PartVIISectionAGrp/PersonNm19JAMES B HOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm20JAMES A SULLIVAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm21DAVID E WALLACE
IRS990/Form990PartVIISectionAGrp/PersonNm22CAROLYN COX
IRS990/Form990PartVIISectionAGrp/PersonNm23DAVE HELLER
IRS990/Form990PartVIISectionAGrp/PersonNm24JAMES LICHOULAS
IRS990/Form990PartVIISectionAGrp/PersonNm25JAMES F LINNEHAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm26LEANNA MORAN
IRS990/Form990PartVIISectionAGrp/PersonNm27ANI VONG
IRS990/Form990PartVIISectionAGrp/PersonNm28SUSAN WEST LEVINE
IRS990/Form990PartVIISectionAGrp/PersonNm29PAUL VOTZE
IRS990/Form990PartVIISectionAGrp/PersonNm30JODY WHITE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR (THRU 12/27/2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
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IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt032
IRS990/GovernmentGrantsAmt015000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0499860
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt032
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01793
IRS990/InsuranceGrp/ProgramServicesAmt01692
IRS990/InsuranceGrp/TotalAmt03485
IRS990/InvestmentIncomeGrp/ExclusionAmt014948
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014948
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09534
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0265
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt09534
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE A FORUM FOR PUBLIC AND PRIVATE SECTOR LEADERS TO DISCUSS LOWELL'S ECONOMIC, EDUCATIONAL AND CULTURAL DEVELOPMENT AND TO SUPPORT AND ADVOCATE FOR PARTNERSHIP PROGRAMS THAT ADVANCE THE STRATEGIC GOALS OF THE ORGANIZATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01346306
IRS990/NetAssetsOrFundBalancesEOYAmt01453079
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/TotalAmt017190
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt012133
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021706
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027918
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IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSES
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IRS990/OtherExpensesGrp/ProgramServicesAmt012000
IRS990/OtherExpensesGrp/ProgramServicesAmt13129
IRS990/OtherExpensesGrp/TotalAmt019225
IRS990/OtherExpensesGrp/TotalAmt13129
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0124473
IRS990/OtherSalariesAndWagesGrp/TotalAmt0158271
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02853
IRS990/PayrollTaxesGrp/ProgramServicesAmt09924
IRS990/PayrollTaxesGrp/TotalAmt012777
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01016
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt016730
IRS990/PensionPlanContributionsGrp/TotalAmt017746
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01954
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01766
IRS990/PrincipalOfficerNm0JOHN POWER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0BREAKFAST TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc1ST. PATRICKS DINNER
IRS990/ProgramServiceRevenueGrp/Desc2PUBLIC MATTERS TUITION
IRS990/ProgramServiceRevenueGrp/Desc3FBO UNESCO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt044140
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt127047
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt219470
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt310700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt044140
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt127047

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,485,865
Liabilities
$32,786
Net assets
$1,453,079
Revenue
$499,860
Expenses
$393,087
Net income
$106,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.14$0.05$2.09$0.34$0.46$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.03$2.04$0.45$0.60$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.12$0.02$2.09$0.31$0.34$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.03$2.28$0.34$0.30$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.09$2.09$0.97$0.35$0.62
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.03$1.45$0.50$0.39$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.02$1.35$0.35$0.38$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.03$1.37$0.42$0.38$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.35$0.02$1.33$0.54$0.74$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.03$1.54$0.38$0.69$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.03$1.84$0.42$0.75$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.01$2.18$0.54$0.98$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.04$2.62$2.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.37$0.14$5.23$0.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$0.15$4.07$2.99