Totals
- Total revenue
- $20,597,671
- Total expenses
- $21,436,968
- Contributions and grants received
- $896,709
- Grants paid
- $3,443,956
- Program service revenue
- $18,583,972
- Investment income
- $1,023,043
- Other revenue
- $93,947
- Total assets, end of year
- $41,342,153
- Total liabilities, end of year
- $25,719,649
- Net assets or fund balances, end of year
- $15,622,504
- Program services expenses (Part IX)
- $17,924,688
- Management and general expenses
- $3,126,343
- Fundraising expenses
- $385,937
- Program service expenses (Part III)
- $17,924,688
Program services were 83.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$158,536
-
1f · All other contributions, gifts and grants
$738,173
-
1g · Noncash contributions included above
$49,146
-
2a · Program service revenue: TUITION AND FEES
total $15,576,607 · related or exempt $15,576,607
-
2b · Program service revenue: AUXILIARY PROGRAM FEES
total $3,007,365 · related or exempt $3,007,365
-
3 · Investment income
total $1,044,022 · excluded $1,044,022
-
6a · Gross rents
real property $79,634
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $79,634
-
6d · Net rental income or loss
total $79,634 · excluded $79,634
-
7a · Gross sales of assets other than inventory
securities $238,421
-
7b · Less cost or other basis and sales expenses
securities $259,400
-
7c · Gain or loss
securities -$20,979
-
7d · Net gain or loss
total -$20,979 · excluded -$20,979
-
8a · Fundraising events: gross income
$44,892
-
8a · Fundraising events: contributions included on line 1c
$158,536
-
8b · Fundraising events: direct expenses
$81,459
-
8c · Net income from fundraising events
total -$36,567 · excluded -$36,567
-
10a · Gross sales of inventory
$100
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $100 · related or exempt $100
-
11a · Other revenue: MISCELLANEOUS
total $50,780 · excluded $50,780
-
11e · Other revenue, total
$50,780
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $3,443,956 · program services $3,443,956
-
5 · Compensation of officers, directors and key employees
total $617,793 · program services $134,164 · management and general $345,400 · fundraising $138,229
-
7 · Other salaries and wages
total $9,446,720 · program services $8,181,251 · management and general $1,113,577 · fundraising $151,892
-
8 · Pension plan contributions
total $471,914 · program services $411,735 · management and general $59,849 · fundraising $330
-
9 · Other employee benefits
total $813,207 · program services $691,212 · management and general $121,995
-
10 · Payroll taxes
total $837,808 · program services $710,173 · management and general $103,398 · fundraising $24,237
-
11b · Fees: legal
total $8,989 · management and general $8,989
-
11c · Fees: accounting
total $220,334 · management and general $220,334
-
11f · Fees: investment management
total $71,099 · management and general $71,099
-
11g · Fees: other
total $744,757 · program services $629,170 · management and general $90,987 · fundraising $24,600
-
12 · Advertising and promotion
total $124,702 · program services $124,702
-
13 · Office expenses
total $126,334 · program services $89,163 · management and general $34,953 · fundraising $2,218
-
16 · Occupancy
total $1,262,871 · program services $1,248,065 · management and general $14,806
-
19 · Conferences, conventions and meetings
total $9,596 · program services $4,358 · management and general $3,267 · fundraising $1,971
-
20 · Interest
total $377,439 · management and general $374,226 · fundraising $3,213
-
22 · Depreciation, depletion and amortization
total $1,252,708 · program services $1,252,708
-
23 · Insurance
total $284,057 · management and general $284,057
-
24a · Other expenses: EDUCATIONAL EXPENSE
total $264,267 · program services $241,310 · management and general $22,736 · fundraising $221
-
24b · Other expenses: FIELD TRIPS
total $251,990 · program services $251,990
-
24c · Other expenses: MISCELLANEOUS
total $225,155 · program services $178,511 · management and general $39,994 · fundraising $6,650
-
24d · Other expenses: FACULTY/STAFF DEV.
total $181,267 · program services $121,457 · management and general $53,847 · fundraising $5,963
-
24e · All other expenses
total $400,005 · program services $210,763 · management and general $162,829 · fundraising $26,413
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $794,547 · end of year $105,130
-
2 · Savings and temporary cash investments
beginning of year $4,440,272 · end of year $2,221,780
-
4 · Accounts receivable
beginning of year $6,802,751 · end of year $7,208,199
-
7 · Other notes and loans receivable
beginning of year $2,388 · end of year $1,399
-
9 · Prepaid expenses and deferred charges
beginning of year $205,900 · end of year $130,933
-
10a · Land, buildings and equipment: cost or other basis
$31,763,117
-
10b · Land, buildings and equipment: accumulated depreciation
$15,095,214
-
10c · Land, buildings and equipment, net
beginning of year $16,306,978 · end of year $16,667,903
-
11 · Investments: publicly traded securities
beginning of year $13,835,073 · end of year $15,006,809
-
17 · Accounts payable and accrued expenses
beginning of year $915,030 · end of year $708,192
-
19 · Deferred revenue
beginning of year $12,680,796 · end of year $12,731,407
-
20 · Tax-exempt bond liabilities
beginning of year $11,645,311 · end of year $11,652,050
-
23 · Secured mortgages and notes payable
beginning of year $954,000 · end of year $628,000
-
27 · Net assets without donor restrictions
beginning of year $10,806,783 · end of year $10,277,975
-
28 · Net assets with donor restrictions
beginning of year $5,385,989 · end of year $5,344,529
Mission and programs · 2024
Mission
LOWELL SCHOOL EQUIPS CHILDREN TO THINK CRITICALLY, ENGAGE PURPOSEFULLY, AND LIVE AUTHENTICALLY.
Activities or mission (Part I)
EDUCATIONAL PROGRAM SERVING PRE-KINDERGARTEN THROUGH 8TH GRADE CHILDREN.
-
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.
Expenses $17,924,688 · Grants $3,443,956 · Revenue $18,584,072
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mirenda MeghelliMIRENDA MEGHELLI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Donna LindnerDONNA LINDNER
HEAD OF SCHOOL
- Total calculated
- $403,154
- From this org
- $346,288
- From related orgs
- $0
- Other
- $56,866
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $314,312
- Bonus
- $0
- Other
- $31,976
- Deferred
- $18,447
- Nontaxable benefits
- $38,419
- Filer's total
- $403,154
-
Shereece MillettSHEREECE MILLETT
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 10
-
Mark MitchellMARK MITCHELL
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Cynthia FranciscoCYNTHIA FRANCISCO
TREASURER (UNTIL 06/25)
- Total calculated
- $0
- Hours/week
- 2
-
Rashida EdmondsonRASHIDA EDMONDSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Karin BencalaKARIN BENCALA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mike BolotinMIKE BOLOTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Tom CicatielloTOM CICATIELLO
TRUSTEE (UNTIL 06/25)
- Total calculated
- $0
- Hours/week
- 2
-
Hayes DavisHAYES DAVIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Marisa DemeoMARISA DEMEO
TRUSTEE (UNTIL 06/25)
- Total calculated
- $0
- Hours/week
- 2
-
Anne FoleyANNE FOLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Rodney GlasgowRODNEY GLASGOW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Carrie GouxCARRIE GOUX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Kathleen McClellanKATHLEEN MCCLELLAN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth MeltzerELIZABETH MELTZER
TRUSTEE (UNTIL 06/25)
- Total calculated
- $0
- Hours/week
- 2
-
Katie MeyerKATIE MEYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Katherine SheaKATHERINE SHEA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer StewartJENNIFER STEWART
TRUSTEE (UNTIL 06/25)
- Total calculated
- $0
- Hours/week
- 2
-
Stephen PeelerSTEPHEN PEELER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Lauryn SargentLAURYN SARGENT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Molly RauchMOLLY RAUCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Tabitha BartholomewTABITHA BARTHOLOMEW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Christopher GinterCHRISTOPHER GINTER
DIR. OF FINANCE & OPS
- Total calculated
- $197,170
- From this org
- $153,707
- From related orgs
- $0
- Other
- $43,463
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $152,722
- Bonus
- $0
- Other
- $985
- Deferred
- $10,421
- Nontaxable benefits
- $33,042
- Filer's total
- $197,170
-
Justin McLeanJUSTIN MCLEAN
DIRECTOR OF PRIMARY SCHOOL
- Total calculated
- $152,603
- From this org
- $145,480
- From related orgs
- $0
- Other
- $7,123
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,072
- Bonus
- $0
- Other
- $408
- Deferred
- $6,951
- Nontaxable benefits
- $172
- Filer's total
- $152,603
-
Joan BuhrmanJOAN BUHRMAN
DIRECTOR OF COMMUNICATIONS
- Total calculated
- $149,850
- From this org
- $132,617
- From related orgs
- $0
- Other
- $17,233
- Hours/week
- 40
-
Kavan YeeKAVAN YEE
DIRECTOR OF MIDDLE SCHOOL
- Total calculated
- $157,416
- From this org
- $138,201
- From related orgs
- $0
- Other
- $19,215
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,766
- Bonus
- $0
- Other
- $435
- Deferred
- $9,977
- Nontaxable benefits
- $9,238
- Filer's total
- $157,416
-
Kimberly RollinsKIMBERLY ROLLINS
DIRECTOR OF DEVELOPMENT
- Total calculated
- $145,290
- From this org
- $137,208
- From related orgs
- $0
- Other
- $8,082
- Hours/week
- 40
-
Maureen MiesmerMAUREEN MIESMER
ADMISSIONS DIRECTOR
- Total calculated
- $139,478
- From this org
- $130,334
- From related orgs
- $0
- Other
- $9,144
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- THE HEAD OF SCHOOL RECEIVES A HOUSING ALLOWANCE WHICH IS INCLUDED IN TAXABLE COMPENSATION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
PROPERTY MANAGEMENT · DC · income $63,288 · assets $1,209,138
Directly controlled by LOWELL SCHOOL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 July 2026
- IRS schema version
- 2024v5.5
- Source object
- 202611969349300511
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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