Nonprofit · EIN 04-2693109
LOWELL PLAN INC
Tax-exempt · LOWELL, MA 01854
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $422,621 | $457,871 | -$35,250 | $2,251,239 | $72,131 | $2,179,108 |
| June 30, 2024 | 990 | $338,801 | $464,195 | -$125,394 | $2,143,400 | $54,672 | $2,088,728 |
| June 30, 2023 | 990 | $454,556 | $602,249 | -$147,693 | $2,065,384 | $26,032 | $2,039,352 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $227,355
- Program service revenue
- $136,273
- Investment income
- $58,993
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $81,403
- Salaries, compensation and benefits (total)
- $121,116
- Professional fundraising fees
- $0
- Accounting fees
- $20,200
- Depreciation
- $64
- Program services (functional)
- $357,060
- Management and general (functional)
- $100,811
Balance sheet and other
- Total assets, start of year
- $2,143,400
- Total assets, end of year
- $2,251,239
- Total liabilities, end of year
- $72,131
- Net assets, end of year
- $2,179,108
- Land, buildings and equipment
- $578
- Net assets without donor restrictions
- -$29,071
- Net assets with donor restrictions
- $2,208,179
- Gross receipts
- $422,621
- Employees
- 1
- Volunteers
- 29
- Year formed
- 1980
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Power | Co-Chair Trustee or director, Officer | 1 | $0 |
| Gary Campbell | Co-Chair Trustee or director, Officer | 1 | $0 |
| Jason Stephens | Treasurer Trustee or director, Officer | 1 | $0 |
| James Hogan | Clerk/Secretary Trustee or director, Officer | 1 | $0 |
| Allison Lamey | Executive Director Trustee or director, Officer | 1 | $0 |
| Jeff Brown | Director Trustee or director | 1 | $0 |
| Jeff Bush | Director Trustee or director | 1 | $0 |
| Brian Chapman | Director Trustee or director | 1 | $0 |
| Charles Desourdy | Director Trustee or director | 1 | $0 |
| Allistair Former | Director Trustee or director | 1 | $0 |
| Susan Griffin | Director Trustee or director | 1 | $0 |
| Yovani Baez-Rose | Director Trustee or director | 1 | $0 |
| Steve LaRochelle | Director Trustee or director | 1 | $0 |
| Julie Chen | Director Trustee or director | 1 | $0 |
| James Linnehan Jr | Director Trustee or director | 1 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Philip Sisson | Director Trustee or director | 1 | $0 |
| Anthony Nganga | Director Trustee or director | 1 | $0 |
| Julie Golanska | Director Trustee or director | 1 | $0 |
| Michael Reilly | Director Trustee or director | 1 | $0 |
| Robert Rivers | Director Trustee or director | 1 | $0 |
| Matt Robbins | Director Trustee or director | 1 | $0 |
| William Soucy | Director Trustee or director | 1 | $0 |
| Larissa Thurston | Director Trustee or director | 1 | $0 |
| Angela Strunk | Director Trustee or director | 1 | $0 |
| Daniel Rourke | Director Trustee or director | 1 | $0 |
| Thomas Golden Jr | Director Trustee or director | 1 | $0 |
| Danielle McFadden | Director Trustee or director | 1 | $0 |
| Laura Lamarre Anderson | Director Trustee or director | 1 | $0 |
| Nate Robertson | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAJIA ABDELAZIZ | DIRECTOR Trustee or director | – | $0 |
| JOE BARTOLOTTA | DIRECTOR Trustee or director | – | $0 |
| JEFF BROWN | DIRECTOR Trustee or director | – | $0 |
| JEFF BUSH | DIRECTOR Trustee or director | – | $0 |
| GARY CAMPBELL | CO-CHAIR Trustee or director, Officer | – | $0 |
| BRIAN L CHAPMAN | DIRECTOR Trustee or director | – | $0 |
| JOHN CHEMALY | DIRECTOR Trustee or director | – | $0 |
| CHARLES DESOURDY | DIRECTOR Trustee or director | – | $0 |
| ALLISTAIR FORMER | DIRECTOR Trustee or director | – | $0 |
| SUSAN GRIFFIN | DIRECTOR Trustee or director | – | $0 |
| AMY HOEY | DIRECTOR Trustee or director | – | $0 |
| JAMES HOGAN | CLERK/SECRET Trustee or director, Officer | – | $0 |
| JAMES F LINNEHAN JR | DIRECTOR Trustee or director | – | $0 |
| ALLISON LAMEY | EXECUTIVE DI Trustee or director, Officer | – | $0 |
| STEVE LAROCHELLE | DIRECTOR Trustee or director | – | $0 |
| SUSAN WEST LEVINE | DIRECTOR Trustee or director | – | $0 |
| JAMES LICHOULAS | DIRECTOR Trustee or director | – | $0 |
| LEO MONTEIRO | DIRECTOR Trustee or director | – | $0 |
| ANTHONY NGANGA | DIRECTOR Trustee or director | – | $0 |
| JOHN POWER | CO-CHAIR Trustee or director, Officer | – | $0 |
| MOULI RAMANI | DIRECTOR Trustee or director | – | $0 |
| MICHAEL REILLY | DIRECTOR Trustee or director | – | $0 |
| ROBERT RIVERS | DIRECTOR Trustee or director | – | $0 |
| MATT ROBBINS | DIRECTOR Trustee or director | – | $0 |
| WILLIAM SOUCY | DIRECTOR Trustee or director | – | $0 |
| JASON STEPHENS | TREASURER Trustee or director, Officer | – | $0 |
| LARISSA THURSTON | DIRECTOR Trustee or director | – | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAJIA ABDELAZIZ | DIRECTOR Trustee or director | – | $0 |
| JOE BARTOLOTTA | DIRECTOR Trustee or director | – | $0 |
| JEFF BROWN | DIRECTOR Trustee or director | – | $0 |
| GARY CAMPBELL | CO-CHAIR Trustee or director, Officer | – | $0 |
| BRUCE CASTLEBERRY | DIRECTOR Trustee or director | – | $0 |
| BRIAN L CHAPMAN | DIRECTOR Trustee or director | – | $0 |
| JOHN CHEMALY | DIRECTOR Trustee or director | – | $0 |
| JACK CLANCY | CLERK/SECRET Trustee or director, Officer | – | $0 |
| MARK S COCHRAN | TREASURER Trustee or director, Officer | – | $0 |
| CHARLES DESOURDY | DIRECTOR Trustee or director | – | $0 |
| ALLISTAIR FORMER | DIRECTOR Trustee or director | – | $0 |
| SUSAN GRIFFIN | DIRECTOR Trustee or director | – | $0 |
| JAMES B HOGAN | DIRECTOR Trustee or director | – | $0 |
| JAMES F LINNEHAN JR | DIRECTOR Trustee or director | – | $0 |
| ALLISON LAMEY | EXECUTIVE DI Trustee or director, Officer | – | $0 |
| SUSAN WEST LEVINE | DIRECTOR Trustee or director | – | $0 |
| JAMES LICHOULAS | DIRECTOR Trustee or director | – | $0 |
| ANTHONY NGANGA | DIRECTOR Trustee or director | – | $0 |
| ANDREW PATTON | DIRECTOR Trustee or director | – | $0 |
| JOHN POWER | CO-CHAIR Trustee or director, Officer | – | $0 |
| MOULI RAMANI | DIRECTOR Trustee or director | – | $0 |
| MICHAEL REILLY | DIRECTOR Trustee or director | – | $0 |
| ROBERT RIVERS | DIRECTOR Trustee or director | – | $0 |
| MATT ROBBINS | DIRECTOR Trustee or director | – | $0 |
| WILLIAM SOUCY | DIRECTOR Trustee or director | – | $0 |
| JASON STEPHENS | DIRECTOR Trustee or director | – | $0 |
| JODY WHITE | DIRECTOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 660 SUFFOLK ST STE 120, LOWELL, MA 01854-3636
- Principal officer (990 for 2024)
- John Power, 660 Suffolk Street 120, Lowell, MA 01854
- Signed the 990
- John Power, Co-Chair
- Phone
- (978) 459-9899
- Website
- lowellplan.org
- Return prepared by
- Grassi & Co CPA's PC
Mission
The mission of The Lowell Plan, Inc. is (1) to facilitate and advocate for transformative data-driven change through big-picture, forward thinking visioning and collaboarive strategic planning; and (2) to foster collaboration across private, non-profit, and public sectors in Lowell that impacts the region.
Program accomplishments
- The objective of the Lowell Plan, Inc. is to provide the good image of Lowell and to assist in the city's continued revitalization by means of various projects: Acre Project, downtown development, trolley study and public matters.Expenses $357,060 · revenue $136,273
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2693109
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S200)
- Assets (IRS master file)
- $2,251,239
- Income (IRS master file)
- $422,621
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $422,621 | $457,871 | $2,251,239 | IRS |
| 990 | June 2024 | $338,801 | $464,195 | $2,143,400 | XML |
| 990 | June 2023 | $454,556 | $602,249 | $2,065,384 | XML |
| 990 | June 2022 | $307,460 | $335,237 | $2,117,219 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2693109).
Questions about LOWELL PLAN INC
- What is the EIN of LOWELL PLAN INC?
- The employer identification number (EIN) of LOWELL PLAN INC is 04-2693109.
- Is LOWELL PLAN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to LOWELL PLAN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LOWELL PLAN INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LOWELL PLAN INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOWELL PLAN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LOWELL PLAN INC?
- The 990 for the year ended June 30, 2025 names John Power.
- Who are the officers and directors of LOWELL PLAN INC?
- The 990 for the year ended June 30, 2025 lists 29 people; 0 received compensation from the organization.
- How much revenue does LOWELL PLAN INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $422,621, expenses of $457,871 and total assets of $2,251,239 at year end.
Other nonprofits in LOWELL
- ENTREPRENEURSHIP FOR ALL INC EIN 47-1858182 · last filed 990 for 2025
- LOWELL DEVELOPMENT AND FINANCIAL CORPORATION EIN 04-2603693 · last filed 990 for 2025
- LOWELL KIWANAS FOUNDATION INC EIN 04-3292078 · last filed 990-EZ for 2025
- COMMUNITY BUILDING GROUP INC EIN 33-1682044 · last filed 990-N for 2025
- CHRIST FAMILY PRAYER FELLOWSHIP INC EIN 99-1546681 · last filed 990-N for 2025
- THE LOWELL GENERAL HOSPITAL EIN 04-2103590 · last filed 990 for 2025
- COMMUNITY TEAMWORK INC EIN 04-2382027 · last filed 990 for 2025
- JEANNE DARC CREDIT UNION EIN 04-1231965 · last filed 990 for 2024
All nonprofits in LOWELL · Massachusetts · Community improvement and capacity building