LOWELL SCHOOL (EIN 521220544) - 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

1981

Legal Domicile

Principal Officer

DONNA LINDNER

Phone

2025772000

Tax Period

2023-09-01 to 2024-08-31

LOWELL SCHOOL, founded in 1981, is a mid-sized nonprofit in the Education sector that reported $19.8M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

EDUCATIONAL PROGRAM SERVING PRE-KINDERGARTEN THROUGH 8TH GRADE CHILDREN.

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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 $963,499

Program Service Revenue $17,601,594

Investment Income $1,082,409

Other Revenue $112,611

TOTAL REVENUE $19,760,113

Expense Breakdown

Grants Paid $2,740,224

Salaries & Benefits $11,574,837

Fundraising Expenses $385,522

Program Expenses $16,037,559

Other Expenses $5,521,419

TOTAL EXPENSES $19,836,480

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,760,113	$17,857,641	+0.1%
Expenses	$19,836,480	$18,699,228	+0.1%
Net Income	$-76,367	$-841,587	-0.9%

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

238

Volunteers

251

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

$696,043

Total Directors

$366,761

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA LINDNER	HEAD OF SCHOOL	60.00	Officer Director	$335,322	$31,439	$366,761
SHEREECE MILLETT	CHAIRPERSON	10.00	Officer Director	$0	$0	$0
MARK MITCHELL	VICE CHAIRPERSON AS OF 9/2023	2.00	Officer Director	$0	$0	$0
CYNTHIA FRANCISCO	TREASURER	2.00	Officer Director	$0	$0	$0
RASHIDA EDMONDSON	SECRETARY	2.00	Officer Director	$0	$0	$0
KAREN BENCALA	TRUSTEE AS OF 9/2023	2.00	Director	$0	$0	$0
MIKE BOLOTIN	TRUSTEE AS OF 9/2023	2.00	Director	$0	$0	$0
TOM CICATIELLO	TRUSTEE	2.00	Director	$0	$0	$0
HAYES DAVIS	TRUSTEE	2.00	Director	$0	$0	$0
MARISA DEMEO	TRUSTEE	2.00	Director	$0	$0	$0
ANNE FOLEY	TRUSTEE	2.00	Director	$0	$0	$0
SHELDON GAY	TRUSTEE UNTIL 8/2024	2.00	Director	$0	$0	$0
RODNEY GLASGOW	TRUSTEE	2.00	Director	$0	$0	$0
CARRIE GOUX	TRUSTEE AS OF 9/2023	2.00	Director	$0	$0	$0
KATHLEEN MCCLELLAN	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH MELTZER	TRUSTEE	2.00	Director	$0	$0	$0
KATIE MEYER	TRUSTEE	2.00	Director	$0	$0	$0
ERICK MULLEN	TRUSTEE UNTIL 8/2024	2.00	Director	$0	$0	$0
KERI PIESTER	TRUSTEE UNTIL 8/2024	2.00	Director	$0	$0	$0
LAURYN SARGENT	TRUSTEE AS OF 9/2023	2.00	Director	$0	$0	$0
KATHERINE SHEA	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER STEWART	TRUSTEE AS OF 9/2023	2.00	Director	$0	$0	$0
CHRISTOPHER GINTER	DIR. OF FINANCE & OPERATIONS	50.00	Officer	$147,670	$28,357	$176,027
COURTNEY BENSON	ASSISTANT HEAD OF SCHOOL	40.00	Officer	$145,971	$7,284	$153,255
JUSTIN MCLEAN	DIRECTOR OF PRIMARY SCHOOL	40.00	Highest	$140,790	$36,515	$177,305
DAWN SMITH	DIRECTOR OF AUX SVCS	40.00	Highest	$134,774	$9,616	$144,390
JOAN BUHRMAN	DIRECTOR OF COMMUNICATIONS	40.00	Highest	$128,878	$14,477	$143,355
NATHALIE SVIEDRYS	DIRECTOR OF PRE PRIMARY SCHOOL	40.00	Highest	$122,383	$14,198	$136,581
KAVAN YEE	DIRECTOR OF MIDDLE SCHOOL	40.00	Highest	$122,209	$43,684	$165,893

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	$19,760,113	$19,836,480	$42,387,909	$-76,367
2023	$17,857,641	$18,699,228	$41,259,012	$-841,587
2022	$19,044,891	$17,676,879	$41,397,054	$1,368,012
2021	$16,545,938	$15,439,726	$42,214,480	$1,106,212
2020	$15,057,807	$15,380,233	$39,149,255	$-322,426
2019	$16,131,785	$15,825,962	$38,993,284	$305,823
2018	$15,630,178	$15,389,484	$39,398,732	$240,694

LOWELL SCHOOL