LEARN TO LEAD FOUNDATION OF LOWELL… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

DANIEL PARE

Phone

9783230800

Tax Period

2024-07-01 to 2025-06-30

LEARN TO LEAD FOUNDATION OF LOWELL INC, founded in 1999, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2024. Revenue surged 351% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.4M, a strong 84% operating margin.

Mission

-TO SUPPORT THE FUNCTIONS AND PURPOSE OF LOWELL COMMUNITY CHARTER PUBLIC SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $225,718

TO FUND AND ASSIST THE LOWELL COMMUNITY CHARTER PUBLIC SCHOOL IN ENHANCING THE EDUCATIONAL ENVIRONMENT PROVIDED TO STUDENTS ATTENDING THE SCHOOL.

Program 2

Expenses: $419,449 Revenue: $558,243

TO PROVIDE THE LOWELL COMMUNITY CHARTER PUBLIC SCHOOL THE USE OF THE SCHOOL BUILDING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,492,559

Program Service Revenue $558,243

Investment Income $3,289

Other Revenue $0

TOTAL REVENUE $4,054,091

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $645,167

Other Expenses $645,167

TOTAL EXPENSES $645,167

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,054,091	$898,297	+3.5%
Expenses	$645,167	$613,862	+0.1%
Net Income	$3,408,924	$284,435	+11.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SIMA SUON	PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIEL PARE	TREASURER	1.00	Officer Director	$0	$0	$0
DONNA SAATI	CLERK	1.00	Officer Director	$0	$0	$0
CRAIG THOMAS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JERUBIA ROMERO	DIRECTOR	1.00	Director	$0	$0	$0
TENESHA SCARLETT	DIRECTOR	1.00	Director	$0	$0	$0
KAREN TOBON BETANCUR	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$4,054,091	$645,167	$11,760,372	$3,408,924
2024	$898,297	$613,862	$6,899,605	$284,435
2023	$832,146	$669,469	$7,002,461	$162,677
2022	$750,016	$498,353	$7,191,092	$251,663
2021	$672,646	$491,910	$7,317,281	$180,736
2020	$676,626	$598,504	$7,470,695	$78,122
2019	$687,614	$549,316	$7,703,242	$138,298

LEARN TO LEAD FOUNDATION OF LOWELL INC