LOWELL OBSERVATORY FOUNDATION (EIN 472052113) - 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

2014

Legal Domicile

Principal Officer

MARJORIE MCCLANAHAN

Phone

9287743358

Tax Period

2024-01-01 to 2024-12-31

LOWELL OBSERVATORY FOUNDATION, founded in 2014, is a community nonprofit in the Science & Technology sector that reported $1.6M in total revenue in fiscal year 2024. Revenue fell 58% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.1M, a strong 70% operating margin.

Mission

TO SUSTAIN AND ENHANCE LOWELL OBSERVATORY'S MISSION BY GENERATING PERPETUAL FINANCIAL SUPPORT.

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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 $692,614

Program Service Revenue $0

Investment Income $867,010

Other Revenue $0

TOTAL REVENUE $1,559,624

Expense Breakdown

Grants Paid $385,201

Salaries & Benefits $0

Fundraising Expenses $8,917

Program Expenses $385,201

Other Expenses $78,225

TOTAL EXPENSES $463,426

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,559,624	$3,755,865	-0.6%
Expenses	$463,426	$432,257	+0.1%
Net Income	$1,096,198	$3,323,608	-0.7%

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

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

$402,892

Total Directors

$18,684

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOGAN BAYER	TRUSTEE	2.00	Director	$0	$0	$0
CAMILLE BIBLES	TRUSTEE	2.00	Director	$0	$0	$0
PATRICIA BOWDLER	TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN W BROWN	TRUSTEE	2.00	Director	$0	$0	$0
DAVID D CHASE	TRUSTEE	2.00	Director	$0	$0	$0
W DAVID CONNELL	TRUSTEE	2.00	Director	$0	$0	$0
NEIL GAVIN	TRUSTEE	2.00	Director	$0	$0	$0
VIRGINIA G GIOVALE	TRUSTEE	2.00	Director	$0	$0	$0
W LOWELL PUTNAM	TRUSTEE	2.00	Director	$0	$18,678	$18,684
DONNA WEISTROP	TRUSTEE	2.00	Director	$0	$0	$0
MARJORIE MCCLANAHAN	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
GEORGE PUTNAM III	BOARD VICE-CHAIR	2.00	Officer Director	$0	$0	$0
LESLIE CURRIE	EXECUTIVE DIRECTOR	2.00	Officer	$0	$15,640	$204,171
ANNE LABRUZZO	CHIEF FINANCIAL OFFICER	2.00	Officer	$0	$22,166	$198,721

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	$1,559,624	$463,426	$15,249,410	$1,096,198
2023	$3,755,865	$432,257	$13,980,770	$3,323,608
2022	$587,737	$379,919	$9,574,343	$207,818
2021	$1,073,893	$667,968	$10,878,749	$405,925
2020	$2,194,735	$257,346	$9,679,419	$1,937,389
2019	$780,460	$1,058,675	$6,705,300	$-278,215
2018	$1,355,015	$223,545	$6,023,503	$1,131,470

LOWELL OBSERVATORY FOUNDATION