Civic Intelligence

Lowell Plan Inc.

990 • Fiscal year 2021 • EIN 04-2693109

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 17, 2022

Organization ProfileWWW.LOWELLPLAN.ORG

View Organization Page

660 Suffolk StreetLowell, MA 01854

(978) 459-9899

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

49th percentile

0.08x

Higher debt load relative to revenue than 49% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

52nd percentile

14%

Higher net margin than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

42nd percentile

5.7%

Faster asset growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,311,249

Up $125,368 (+5.7%) from 2020

Net Assets

Up

$2,282,131

Up $190,953 (+9.1%) from 2020

Liabilities

Down

$29,118

Down $65,585 (-69%) from 2020

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin52nd percentile

Revenue

Down

$343,871

Down $622,639 (-64%) from 2020

Expenses

Down

$296,684

Down $52,514 (-15%) from 2020

Net Income

Down

$47,187

Down $570,125 (-92%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2021

Assets$2,311,249
Liabilities$29,118
Net Assets$2,282,131
Open 2021 Filing

Operations Trend

Revenue Growth3rd 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

2021

Revenue$343,871
Expenses$296,684
Net Income$47,187
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 17, 2022
Return Version
2020v4.0
Gross Receipts
$343,871
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$1,669,248$1,927,953▲ $258,705
Pledges and Grants Receivable$354,442$243,917▼ $110,525
Cash and Non-Interest-Bearing Accounts$130,444$134,746▲ $4,302
Accounts Receivable$22,000--
Prepaid Expenses and Deferred Charges$4,390$2,905▼ $1,485
Total Assets$2,193,399$2,311,249▲ $117,850
Other Assets Total$12,875$1,728▼ $11,147
Liabilities
Mortgage Notes Payable Secured by Investment Property$30,300--
Accounts Payable and Accrued Expenses$50,311$22,718▼ $27,593
Deferred Revenue$14,093$6,400▼ $7,693
Total Liabilities$94,704$29,118▼ $65,586
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,147,942$2,330,994▲ $183,052
Net Assets Without Donor Restrictions$-49,247$-48,863▲ $384
Total Net Assets Fund Balance$2,098,695$2,282,131▲ $183,436
Total Liabilities and Net Assets / Fund Balance$2,193,399$2,311,249▲ $117,850

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$7,939$7,939
Equipment-$1,595$1,595

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$574,393$171,000▲ $177,714-$909,838
2019$100,000$452,413▲ $28,101-$574,393
2018-$100,000--$100,000
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Gary CampbellCo-chair
John PowerCo-chair
Anthony NgangaDirector
Brian L ChapmanDirector
Bruce CastleberryDirector
Charles DesourdyDirector
David E WallaceDirector
James B HoganDirector
James F Linnehan JrDirector
James LichoulasDirector
Jeff BrownDirector
Jody WhiteDirector
Joe BartolottaDirector
John ChemalyDirector
Karilee ReinkingDirector
Luis PedrosoDirector
Michael ReillyDirector
Mouli RamaniDirector
Paul VotzeDirector
Rajia AbdelazizDirector
Ray WrobelDirector
Robert RiversDirector
Samuel MoffettDirector
Susan GriffinDirector
Susan West LevineDirector
William SoucyDirector
Jack ClancyClerk
Allison LameyExecutive Di
Mark S CochranTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$255,383
Program Service Revenue
$34,910
Investment Income
$53,578
Other Revenue
$0
All Other Contributions
$197,810
Change in Net Assets
$47,187

Audited Revenue Reconciliation

Revenue per Audited Statements
$343,871
Revenue Not Reported on Form 990
$136,249
Total Revenue per Audited Statements
$480,120
Total Revenue per Form 990
$343,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$180,504
Salaries, Compensation, and Employee Benefits$116,180
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$64,813$13,388-$78,201
Fees for Services Management$56,250$18,750-$75,000
Fees for Services Other$45,418$402-$45,820
Other Employee Benefits$18,003$4,780-$22,783
Fees for Services Accounting-$18,649-$18,649
Fees for Service Investment Mgmnt Fees-$13,269-$13,269
Office Expenses$60$12,644-$12,704
Pension Plan Contributions$7,248$1,701-$8,949
Payroll Taxes$5,300$947-$6,247
Insurance$203$1,618-$1,821
Other Expenses$11,696$68-$68
Total Functional Expenses$208,991$87,693$0$296,684

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$296,684
Total Expenses per Audited Statements$296,684
Total Expenses per Form 990$296,684
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 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
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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, 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 tusts, or as agents for other person 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 benfit; and provided further, that no contract, transactions 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 to enter in an consummate any contract, transaction or other actions.”

Form 990, Page 6, Part VI, Line 15A

“Compensation process for top official survey of comparable data.”

Form 990, Page 6, Part VI, Line 15B

“Compensation process for top official survey of comparable data.”

Form 990, Page 6, Part VI, 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, LOWELL, MA 01854

Signing Officer

Name
John Power
Title
Co-chair
Phone
0097845998
Signed
2022-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Power
Formed
1980
Legal Domicile
Ma
Voting Board Members
29
Independent Board Members
29
Employees
3
Volunteers
41

Preparer

Firm
Anstiss & Co Pc
Address
6 OMNI WAY SUITE 201, CHELMSFORD, MA 01824-4141
Preparer
Richard B Dionne
Phone
9784522500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“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.”

Form 990, Part IX, Line 11G

“OTHER FEES 45,418 402 0”

Financial Statement Notes

Schedule D, Page 2, 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.”

Schedule D, Page 3, Part X

“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 service 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/MissionDesc0THE 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.
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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,311,249
Liabilities
$29,118
Net assets
$2,282,131
Revenue
$343,871
Expenses
$296,684
Net income
$47,187
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
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