Civic Intelligence

Greater Lowell Technical High School Charitable Foundation Inc.

990 • Fiscal year 2019 • EIN 20-2144356

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 31, 2020

Organization ProfileN/A
250 Pawtucket BlvdTyngsboro, MA 01879

(978) 454-4900

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.08x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

1.30x

Higher debt load relative to revenue than 92% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-3.3%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$697,988

Up $70,830 (+11%) from 2018

Net Assets

Up

$639,835

Up $36,677 (+6.1%) from 2018

Liabilities

Up

$58,153

Up $34,153 (+142%) from 2018

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin78th percentile

Revenue

Down

$44,819

Down $1,534 (-3.3%) from 2018

Expenses

Up

$35,322

Up $1,124 (+3.3%) from 2018

Net Income

Down

$9,497

Down $2,658 (-22%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $398,170Liabilities 2012: $21,100Net Assets 2012: $377,0702012Assets 2013: $456,054Liabilities 2013: $20,000Net Assets 2013: $436,0542013Assets 2014: $504,981Liabilities 2014: $20,000Net Assets 2014: $484,9812014Assets 2015: $478,725Liabilities 2015: $0Net Assets 2015: $478,7252015Assets 2016: $500,871Liabilities 2016: $24,000Net Assets 2016: $476,8712016Assets 2017: $564,525Liabilities 2017: $24,000Net Assets 2017: $540,5252017Assets 2018: $627,158Liabilities 2018: $24,000Net Assets 2018: $603,1582018Assets 2019: $697,988Liabilities 2019: $58,153Net Assets 2019: $639,8352019Assets 2020: $734,121Liabilities 2020: $69,185Net Assets 2020: $664,9362020Assets 2021: $904,529Liabilities 2021: $41,592Net Assets 2021: $862,9372021Assets 2022: $804,190Liabilities 2022: $38,266Net Assets 2022: $765,9242022Assets 2023: $877,196Liabilities 2023: $28,000Net Assets 2023: $849,1962023Assets 2024: $1,061,327Liabilities 2024: $38,000Net Assets 2024: $1,023,3272024Assets 2025: $1,205,352Liabilities 2025: $95,749Net Assets 2025: $1,109,6032025

Highlighted filing

2019

Assets$697,988
Liabilities$58,153
Net Assets$639,835
Open 2019 Filing

Operations Trend

Revenue Growth34th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2012: $22,9002012Revenue 2013: $77,366Expenses 2013: $41,024Net Income 2013: $36,3422013Revenue 2014: $23,135Expenses 2014: $31,110Net Income 2014: -$7,9752014Revenue 2015: $60,083Expenses 2015: $36,125Net Income 2015: $23,9582015Revenue 2016: $27,211Expenses 2016: $35,226Net Income 2016: -$8,0152016Revenue 2017: $64,487Expenses 2017: $34,255Net Income 2017: $30,2322017Revenue 2018: $46,353Expenses 2018: $34,198Net Income 2018: $12,1552018Revenue 2019: $44,819Expenses 2019: $35,322Net Income 2019: $9,4972019Revenue 2020: $30,051Expenses 2020: $36,053Net Income 2020: -$6,0022020Revenue 2021: $54,553Expenses 2021: $41,501Net Income 2021: $13,0522021Revenue 2022: $67,230Expenses 2022: $39,064Net Income 2022: $28,1662022Revenue 2023: $77,383Expenses 2023: $61,389Net Income 2023: $15,9942023Revenue 2024: $156,267Expenses 2024: $102,506Net Income 2024: $53,7612024Revenue 2025: $94,779Expenses 2025: $49,911Net Income 2025: $44,8682025

Highlighted filing

2019

Revenue$44,819
Expenses$35,322
Net Income$9,497
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 31, 2020
Return Version
2018v3.1
Gross Receipts
$72,127
Mission and Program Overview

Mission

Provide funding, scholarships and support for the greater lowell technical high school in areas that normally do not have their own sources of funds

Provide funding,scholarships and support for the greater lowell technical high school in areas that normally do not have their own sources of funds

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$80,815$104,965▲ $24,150
Land, Buildings, and Equipment, Net$900$563▼ $337
Total Assets$627,158$697,988▲ $70,830
Other Assets Total$545,443$592,460▲ $47,017
Liabilities
Grants Payable$24,000$58,153▲ $34,153
Total Liabilities$24,000$58,153▲ $34,153
Net Assets / Fund Balance
Permanently Rstr Net Assets$545,443$592,460▲ $47,017
Unrestricted Net Assets$57,715$47,375▼ $10,340
Total Net Assets Fund Balance$603,158$639,835▲ $36,677
Total Liabilities and Net Assets / Fund Balance$627,158$697,988▲ $70,830

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$563$22,869$23,432
Other Assets Org$592,460--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
James M CassinPresident
Michael J LenziVice President
David MurphyDirector
David TrahanDirector
GEORGE W O'HAREDirector
George GarabedianDirector
Keri a FreemanDirector
Laurie a HoganDirector
Mary Jo SantoroDirector
Michael KuenzlerDirector
Michael McgovernDirector
Robert CarusoDirector
John ChemalySecretary
David E TullyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$54
Program Service Revenue
$0
Investment Income
$13,363
Other Revenue
$31,402
All Other Contributions
$54
Change in Net Assets
$9,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,000
Other Expenses$11,322
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,000--$24,000
Fees for Service Investment Mgmnt Fees$10,429--$10,429
Office Expenses-$502-$502
Depreciation Depletion-$337-$337
Fees for Services Other$54--$54
Total Functional Expenses$34,483$839$0$35,322
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greater Lowell Technical High School - Scholarship FundTyngsboro, MA503(c)Scholarships$24,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,710
Fundraising Direct Expenses$27,308
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
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
No
Other officer compensation reviewed
No
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

“A copy of form 990 was made available to the trustees prior to filing with the irs: copy available at office to tax preparer prior to filing”

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

“Annually, all trustees are asked to certify that they have no conflicts of interest or are asked to identify any potential conflicts”

Form 990, Part VI, Section C, Line 19

“Copies of all organization documents, including conflict of interest policy and affirmations, financial statements (if any), etc., are available for public inspection by sending a written request to michael lenzi,president and trustee”

Filing and Contact Details

Filer

Filer Name
Greater Lowell Technical High School
EIN
20-2144356
Phone
9784544900
Address
250 PAWTUCKET BLVD, TYNGSBORO, MA 01879

Signing Officer

Name
James M Cassin
Title
President
Phone
9786185890
Signed
2020-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James M Cassin
Formed
2004
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
David E Tully & Associates Pa
Address
20 TRAFALGAR SQUARE SUITE 202, NASHUA, NH 03063
Preparer
David E Tully
Phone
6038868885
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Adjustment to beginning of year net assets 20,710. Adjustment to beginning of year scholarship awards outstanding -23,071. Rounding 3.”

Raw XML AppendixShowing 400 of 405 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045311
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023068
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, ALL TRUSTEES ARE ASKED TO CERTIFY THAT THEY HAVE NO CONFLICTS OF INTEREST OR ARE ASKED TO IDENTIFY ANY POTENTIAL CONFLICTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF ALL ORGANIZATION DOCUMENTS, INCLUDING CONFLICT OF INTEREST POLICY AND AFFIRMATIONS, FINANCIAL STATEMENTS (IF ANY), ETC., ARE AVAILABLE FOR PUBLIC INSPECTION BY SENDING A WRITTEN REQUEST TO MICHAEL LENZI,PRESIDENT AND TRUSTEE
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$697,988
Liabilities
$58,153
Net assets
$639,835
Revenue
$44,819
Expenses
$35,322
Net income
$9,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.21$0.10$1.11$0.09$0.05$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.04$1.02$0.16$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.03$0.85$0.08$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.04$0.77$0.07$0.04$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.04$0.86$0.05$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.07$0.66$0.03$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.06$0.64$0.04$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.60$0.05$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.02$0.54$0.06$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.02$0.48$0.03$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.06$0.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.02$0.48$0.02$0.03$0.01
2013Summary only. Only limited summary data is available for this year.$0.46$0.02$0.44$0.08$0.04$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.02$0.38$0.02