LOWELL PARKS & CONSERVATION TRUST (EIN 223070912) - Form 990 Financial Analysis & Trantor Score

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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

1991

Legal Domicile

Principal Officer

JANE CALVIN

Phone

9789340030

Tax Period

2024-07-01 to 2025-06-30

LOWELL PARKS & CONSERVATION TRUST, founded in 1991, is a community nonprofit in the Environment sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $365K, a strong 25% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR THE PEOPLE OF LOWELL THROUGH EDUCATION AND THROUGH THE CREATION, CONSERVATION, AND PRESERVATION OF PARKS, OPEN SPACES, AND SPECIAL PLACES.

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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 $1,416,627

Program Service Revenue $0

Investment Income $21,222

Other Revenue $-1,641

TOTAL REVENUE $1,436,208

Expense Breakdown

Grants Paid $0

Salaries & Benefits $395,467

Fundraising Expenses $2,790

Program Expenses $966,117

Other Expenses $675,695

TOTAL EXPENSES $1,071,162

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,436,208	$1,154,177	+0.2%
Expenses	$1,071,162	$1,819,186	-0.4%
Net Income	$365,046	$-665,009	-1.5%

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

Volunteers

370

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

$116,488

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHEILA KIRSCHBAUM	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES O'HEARN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID M BRASLAU	TREASURER	1.00	Officer Director	$0	$0	$0
JONATHAN GEER	CLERK	1.00	Officer Director	$0	$0	$0
AMANDA FLORES	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN REGOSIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DR MARK ROMANOWSKY	BOARD MEMBER	1.00	Director	$0	$0	$0
SOPHEAP THEAM	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE NICHOLS TRADD	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA WATTS	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE CALVIN	EXECUTIVE DIRECTOR	40.00	Officer	$113,380	$3,108	$116,488

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	$1,436,208	$1,071,162	$3,237,494	$365,046
2024	$1,154,177	$1,819,186	$2,751,824	$-665,009
2023	$1,728,082	$409,596	$3,372,673	$1,318,486
2022	$530,920	$416,149	$2,033,737	$114,771
2021	$444,730	$302,457	$1,971,289	$142,273
2020	$449,292	$351,191	$1,830,604	$98,101
2019	$332,413	$331,688	$1,631,685	$725
2018	$475,412	$301,194	$1,618,281	$174,218

LOWELL PARKS & CONSERVATION TRUST