LOWELL SCHOOL

EIN: 521220544 501(c)(3) Education

WASHINGTON, DC

Total Revenue
$19,760,113
Total Expenses
$19,836,480
Total Assets
$42,387,909
Net Assets
$16,192,772
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
DC
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

LOWELL SCHOOL (THE SCHOOL) PROVIDES EDUCATIONAL SERVICES TO APPROXIMATELY 314 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH 8TH GRADE. THE SCHOOL STRIVES TO CREATE A DIVERSE, EQUITABLE, AND INCLUSIVE LEARNING ENVIRONMENT, AND OFFERS A RIGOROUS ACADEMIC PROGRAM THAT STRESSES LIFELONG LEARNING AND RESPECT FOR SELF AND OTHERS.

Program Service Accomplishments

Program 1
Expenses: $16,037,559 Revenue: $17,601,594

LOWELL SCHOOL FOSTERS INTELLECTUAL AND EMOTIONAL SELF-RELIANCE, WITH A GUIDING VALUE OF RESPECT FOR EACH OTHER. THIS APPROACH PROVIDES THE FOUNDATION FOR CHILDREN TO BE HIGHLY MOTIVATED LEARNERS WITH...

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LOWELL SCHOOL FOSTERS INTELLECTUAL AND EMOTIONAL SELF-RELIANCE, WITH A GUIDING VALUE OF RESPECT FOR EACH OTHER. THIS APPROACH PROVIDES THE FOUNDATION FOR CHILDREN TO BE HIGHLY MOTIVATED LEARNERS WITH A STRONG SENSE OF SELF-WORTH AND EFFICACY.LOWELL SCHOOL PROMOTES ACTIVE, COLLABORATIVE LEARNING WITH AN EMPHASIS ON BUILDING CONCEPTUAL UNDERSTANDING AND DEVELOPING STRONG CREATIVE, CRITICAL, AND ANALYTICAL THINKING. CAREFULLY DESIGNED LEARNING EXPERIENCES AND CURRICULA ARE INTEGRATED ACROSS SUBJECTS, DRAW ON POWERFUL, RELEVANT CONTENT AND STUDENT INTERESTS, AND SUPPORT THE DEVELOPMENT OF INTERNAL MOTIVATION AND A STRONG VOICE.LEARNING AT LOWELL SCHOOL IS RIGOROUS: THINKING IS EMPHASIZED OVER ROTE LEARNING, AND STUDENTS ARE EXPECTED TO USE THEIR KNOWLEDGE AND SKILLS CREATIVELY AND PRACTICALLY. HIGH EXPECTATIONS OF STUDENTS ARE COUPLED WITH APPROPRIATE SCAFFOLDING SO THAT STUDENTS KNOW WHAT TO AIM FOR AND HOW TO GET THERE. IN THIS WAY, LOWELL SCHOOL PREPARES STUDENTS TO BE INNOVATORS AND ACHIEVERS WHO HAVE THE FLEXIBILITY, SKILLS, AND INCLINATION TO SOLVE PROBLEMS NEW AND OLD.LOWELL SCHOOL IS AN INTENTIONALLY DIVERSE SCHOOL. THIS IS ESSENTIAL IN PREPARING STUDENTS FOR A FUTURE THAT WILL DEMAND DEEP MULTICULTURAL UNDERSTANDING, STRONG COLLABORATIVE SKILLS, AND COMMITMENT TO ONE'S LOCAL COMMUNITY AND THE LARGER WORLD. AT LOWELL SCHOOL, WE BELIEVE THAT AN INCLUSIVE COMMUNITY CONTRIBUTES TO INTELLECTUAL STIMULATION AND NURTURES AN INQUISITIVE AND OPEN MIND.

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Trantor Score

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

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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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Governance

Voting Members
22
Independent Members
21
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
7
$696,043
Total Directors
22
$366,761
Key Employees
0
$0
Highest Compensated
5
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
2025 No data No data No data No data
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
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