Trust UW Amy Lowell 10th Clause

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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

1925

Legal Domicile

Principal Officer

Charles A Cheever

Phone

6172485255

Tax Period

2023-12-01 to 2024-11-30

Trust UW Amy Lowell 10th Clause, founded in 1925, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. The organization ran a surplus of $461K, a strong 27% operating margin.

Mission

Support of Houghton Library at Harvard College and the Amy Lowell Poetry Travelling Scholarship.

Program Service Accomplishments

Program 1

Expenses: $916,174

Harvard College - For purchase of books and manuscripts to maintain, increase, and enhance the "Amy Lowell Collection" of the Houghton Library in accordance with Article 10 of the will of Amy Lowell.

Program 2

Expenses: $94,362

Poetry awards to individuals to spend one year outside of the continent of North America to advance the art of poetry (see Schedule I, Part III).

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,772,385

Other Revenue $-72,816

TOTAL REVENUE $1,699,569

Expense Breakdown

Grants Paid $966,501

Salaries & Benefits $27,026

Fundraising Expenses $0

Program Expenses $1,010,536

Other Expenses $245,245

TOTAL EXPENSES $1,238,772

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,699,569	$1,574,865	+0.1%
Expenses	$1,238,772	$1,383,087	-0.1%
Net Income	$460,797	$191,778	+1.4%

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

N/A

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

$27,025

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William A Lowell	Trustee	1.00	Director	$27,025	$0	$27,025
Charles A Cheever	Trustee	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
2024	$1,699,569	$1,238,772	$31,329,768	$460,797
2023	$1,574,865	$1,383,087	$26,661,197	$191,778
2022	$-317,457	$1,388,417	$26,468,636	$-1,705,874
2021	$4,152,875	$1,159,435	$34,088,075	$2,993,440
2020	$1,014,359	$1,065,909	$30,526,280	$-51,550
2019	$1,803,325	$1,027,810	$27,293,187	$775,515
2018	$3,020,128	$1,036,287	$25,336,165	$1,983,841