Nonprofit · EIN 94-6125408
LOWELL ALUMNI ASSOCIATION
Tax-exempt · SAN FRANCISCO, CA 94132
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $809,074 | $891,548 | -$82,474 | $9,116,031 | $451,898 | $8,664,133 |
| June 30, 2024 | 990 | $1,860,627 | $924,206 | $936,421 | $8,443,639 | $332,457 | $8,111,182 |
| June 30, 2023 | 990 | $1,372,481 | $703,839 | $668,642 | $7,557,691 | $251,463 | $7,306,228 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $484,622
- Program service revenue
- $95,104
- Investment income
- $226,298
- Net gain from sales of assets
- $7,090
- Other revenue
- $3,050
Expenses
- Grants and similar amounts paid
- $596,553
- Compensation of officers, directors and key employees
- $80,456
- Salaries, compensation and benefits (total)
- $86,534
- Professional fundraising fees
- $0
- Accounting fees
- $8,100
- Program services (functional)
- $717,769
- Management and general (functional)
- $97,470
- Fundraising (functional)
- $76,309
Balance sheet and other
- Total assets, start of year
- $8,443,639
- Total assets, end of year
- $9,116,031
- Total liabilities, end of year
- $451,898
- Net assets, end of year
- $8,664,133
- Publicly traded securities
- $8,657,100
- Net assets without donor restrictions
- $2,859,828
- Net assets with donor restrictions
- $5,804,305
- Gross receipts
- $809,074
- Employees
- 1
- Volunteers
- 100
- Year formed
- 1981
- State of legal domicile
- CA
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 |
|---|---|---|---|
| TERENCE ABAD | Executive Dir. Officer | 20 | $15,121 |
| Peter Lee | President Trustee or director, Officer | 5 | $0 |
| Quincy Yu | Treasurer Trustee or director, Officer | 2 | $0 |
| Lee Cheng | Secretary Trustee or director, Officer | 1 | $0 |
| Phillip Shinn | Vice President Trustee or director, Officer | 1 | $0 |
| Kate Lazarus | VP, Governance Trustee or director, Officer | 1 | $0 |
| Christine Linnenbach | VP, Planning Trustee or director, Officer | 1 | $0 |
| Cary Wong | DIRECTOR Trustee or director | 1 | $0 |
| Chuck Breyer | Director Trustee or director | 1 | $0 |
| Emily Moon | Director Trustee or director | 1 | $0 |
| Eugene Lee | Director Trustee or director | 1 | $0 |
| Gerry Buchwald | Director Trustee or director | 1 | $0 |
| Helen Wax | Director Trustee or director | 1 | $0 |
| James Han | Director Trustee or director | 1 | $0 |
| Jennifer Wong | Director Trustee or director | 1 | $0 |
25 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Trasvia | Director Trustee or director | 1 | $0 |
| Joyce Yuan | Director Trustee or director | 1 | $0 |
| Julia Ye | Director Trustee or director | 1 | $0 |
| Lee Blum | Director Trustee or director | 1 | $0 |
| Adnan Khan | Director Trustee or director | 1 | $0 |
| Lisa Clay | Director Trustee or director | 1 | $0 |
| Mark Budak | Director Trustee or director | 1 | $0 |
| Mark Mosheim | Director Trustee or director | 1 | $0 |
| Matthew Estipona | Director Trustee or director | 1 | $0 |
| Pamela Sayad | Director Trustee or director | 1 | $0 |
| Annie Miu Wasacz | Director Trustee or director | 1 | $0 |
| Bob Wu | Director Trustee or director | 1 | $0 |
| Sunil Kapadia | Director Trustee or director | 1 | $0 |
| Tony Quang | Director Trustee or director | 1 | $0 |
| Tree Tam | Director Trustee or director | 1 | $0 |
| Tycho Rosenfeld | Director Trustee or director | 1 | $0 |
| Allene Jue | Director Trustee or director | 1 | $0 |
| Bruce Green | Director Trustee or director | 1 | $0 |
| Elizabeth Carl Murphy | Director Trustee or director | 1 | $0 |
| Jessica Kuzmanich Gaynor | Director Trustee or director | 1 | $0 |
| Laurance Lee | Director Trustee or director | 1 | $0 |
| Mikhail Kazantsev | Director Trustee or director | 1 | $0 |
| Scott Silverman | Director Trustee or director | 1 | $0 |
| Elizabeth Carl Murphy | Director Trustee or director | 1 | $0 |
| Stephen Hsu | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 36 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERENCE ABAD | Executive Dir. Officer | 20 | $46,296 |
| KATE LAZARUS | President Trustee or director, Officer | 5 | $0 |
| PETER LEE | Treasurer Trustee or director, Officer | 2 | $0 |
| CHARLES BREYER | Director Trustee or director | 1 | $0 |
| LEON BLUM | Director Trustee or director | 1 | $0 |
| MATTHEW ESTIPONA | Director Trustee or director | 1 | $0 |
| MARK BUDAK | Director Trustee or director | 2 | $0 |
| DR JAMES HAN | DIRECTOR Trustee or director | 1 | $0 |
| TRINH GREEN | Director Trustee or director | 1 | $0 |
| ADNAN KHAN | Director Trustee or director | 1 | $0 |
| HELEN LOUIE WAX | Director Trustee or director | 1 | $0 |
| CHRISTINE LINNENBACH | Director Trustee or director | 1 | $0 |
| Gerald Buchwald | Director Trustee or director | 1 | $0 |
| EUGENE LEE | Director Trustee or director | 1 | $0 |
| EMILY MOON | Director Trustee or director | 1 | $0 |
| SUNIL KAPADIA | Secretary Trustee or director, Officer | 1 | $0 |
| Mark Mosheim | Director Trustee or director | 1 | $0 |
| LISA COUGHLIN CLAY | Director Trustee or director | 1 | $0 |
| TYCHO ROSENFELD | Director Trustee or director | 1 | $0 |
| Susan Dean | VP,PLANNING&DEV Trustee or director, Officer | 2 | $0 |
| Phillip Shinn | Vice President Trustee or director, Officer | 2 | $0 |
| QUINCY YU | Treasurer Trustee or director, Officer | 3 | $0 |
| Tree Tam | Director Trustee or director | 1 | $0 |
| Dr Julia Ye | Director Trustee or director | 1 | $0 |
| ELLA TOM MIYAMOTO | Director Trustee or director | 1 | $0 |
| ANNIE MIU WASACZ | Director Trustee or director | 1 | $0 |
| PAMELA SAYAD | Director Trustee or director | 1 | $0 |
| SONIA GOMEZ-REXELIUS | Director Trustee or director | 1 | $0 |
| Dr Joyce Yuan | Director Trustee or director | 1 | $0 |
| JENNIFER WONG | Director Trustee or director | 1 | $0 |
| Lee Cheng | VP, PLAN & DEV Trustee or director, Officer | 2 | $0 |
| CARY WONG | Director Trustee or director | 1 | $0 |
| BOB WU | Secretary Trustee or director, Officer | 2 | $0 |
| DIANE YAP | Director Trustee or director | 1 | $0 |
| DR TONY QUANG | Director Trustee or director | 1 | $0 |
| JOHN TRASVINA | VP, GOVERNANCE Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2023: 42 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERENCE ABAD | Executive Dir. Officer | 20 | $84,345 |
| KATE LAZARUS | President Trustee or director, Officer | 5 | $0 |
| PETER LEE | Treasurer Trustee or director, Officer | 2 | $0 |
| BILL BLACK | Director Trustee or director | 1 | $0 |
| LEON BLUM | Director Trustee or director | 1 | $0 |
| MATTHEW ESTIPONA | Director Trustee or director | 1 | $0 |
| MARK BUDAK | Director Trustee or director | 2 | $0 |
| MIKE UGAWA | DIRECTOR Trustee or director | 1 | $0 |
| TRINH GREEN | Director Trustee or director | 1 | $0 |
| ADNAN KHAN | Director Trustee or director | 1 | $0 |
| HELEN LOUIE WAX | Director Trustee or director | 1 | $0 |
| CHRISTINE LINNENBACH | Director Trustee or director | 1 | $0 |
| Gerald Buchwald | Director Trustee or director | 1 | $0 |
| EUGENE LEE | Director Trustee or director | 1 | $0 |
| EMILY MOON | Director Trustee or director | 1 | $0 |
| STEVE FEYER | Secretary Trustee or director, Officer | 2 | $0 |
| Mark Mosheim | Director Trustee or director | 1 | $0 |
| LISA COUGHLIN CLAY | Director Trustee or director | 1 | $0 |
| TYCHO ROSENFELD | Director Trustee or director | 1 | $0 |
| Susan Dean | VP,PLANNING&DEV Trustee or director, Officer | 2 | $0 |
| Phillip Shinn | Vice President Trustee or director, Officer | 2 | $0 |
| BETTY LEE | Treasurer Trustee or director, Officer | 3 | $0 |
| Tree Tam | Director Trustee or director | 1 | $0 |
| Dr Julia Ye | Director Trustee or director | 1 | $0 |
| ELLA TOM MIYAMOTO | Director Trustee or director | 1 | $0 |
| ANNIE MIU WASACZ | Director Trustee or director | 1 | $0 |
| PAMELA SAYAD | Director Trustee or director | 1 | $0 |
| SONIA GOMEZ-REXELIUS | Director Trustee or director | 1 | $0 |
| Dr Joyce Yuan | Director Trustee or director | 1 | $0 |
| JENNIFER WONG | Director Trustee or director | 1 | $0 |
| Lee Cheng | VP, GOVERNANCE Trustee or director, Officer | 2 | $0 |
| Karla-Monique Veal | Director Trustee or director | 1 | $0 |
| CAROLINA ALVAREZ PICAZO | Director Trustee or director | 1 | $0 |
| JOYCE TOM | Director Trustee or director | 1 | $0 |
| John Crittenden | DIRECTOR Trustee or director | 1 | $0 |
| BOB WU | Secretary Trustee or director, Officer | 2 | $0 |
| DIANE YAP | Director Trustee or director | 1 | $0 |
| ANNETTE MARGOLIS | Director Trustee or director | 1 | $0 |
| DR TONY QUANG | Director Trustee or director | 1 | $0 |
| JOHN TRASVINA | Director Trustee or director | 1 | $0 |
| CARY WONG | Director Trustee or director | 1 | $0 |
| QUINCY YU | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 320009, SAN FRANCISCO, CA 94132-0009
- Principal officer (990 for 2024)
- Quincy Yu, PO Box 320009, San Francisco, CA 94132
- Signed the 990
- Quincy Yu, President
- Phone
- (415) 347-6866
- Website
- www.lowellalumni.org
- Return prepared by
- Iryna AC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6125408 or by the name LOWELL ALUMNI ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The Lowell Alumni Association (LAA) maintains and enhances relationships that serve and support our alumni, students, school and the Lowell community.1. Scholarships: The LAA awards a number of scholarships each year to graduating seniors. Most scholarships are one-time awards, although a few are multi-year awards. The LAA Scholarship Committee solicits applications from graduating seniors and selects awardees, sometimes in consultation with Lowell High School faculty/staff.2. ADVOCACY: THE LAA ENGAGES IN PUBLIC ADVOCACY IN SUPPORT OF LOWELL HIGH SCHOOL'S CONTINUED EXISTENCE AS AN ACADEMIC PUBLIC MAGNET HIGH SCHOOL WITH OUTSTANDING ACADEMIC AND EXTRACURRICULAR PROGRAMS TO SERVE STUDENTS FROM THROUGHOUT SAN FRANCISCO.3. Reunions: The LAA encourages alumni to hold regular class reunions and provides support to class reunion committees.4. Grants and gifts: Upon application by Lowell faculty, staff and coaches, and with approval of the LAA Board of Directors, the LAA makes grants and gifts
Program accomplishments
- Grants Program/AwardsTwice each year, we solicit grant requests from Lowell faculty, staff and coaches to fund projects that supplement Lowell High Schools academic and extracurricular programs. Our Grant Committee evaluates the requests and makes funding recommendations to the LAA Board of Directors for their review and approval.In prior years, we did not recognize the expense until it was paid out; however, we changed this reporting in this fiscal year to recognize the expense when incurred (i.e. awarded). Of the $349,670 expense, $308,901 represents payments for prior year and this years awards and $40,769 represents this years awards that were not paid out at the end of the year.Expenses $349,670 · grants $349,670
- ScholarshipsEach year, the Lowell Alumni Association solicits applications for our college scholarship program from graduating seniors. Our Scholarship Committee then reviews those applications, conducts interviews and makes final selections of recipients in May.Expenses $246,883 · grants $246,883
- Programs ServicesThe Lowell Alumni Association communicates regularly with our more than 33,000 alumni, former faculty and other friends of Lowell High School. We also supported and facilitated a significant number of class reunions this fiscal. In addition to alumni services, the LAA developed a program named LEAD that reaches out to middle school students who have the desire and potential to attend Lowell High School that brings these students to Lowell for tutoring by Lowell High School students. This program that started with one (1) school has expanded to two (2) middle schools. The LAA Executive Director supports those efforts as well as various alumni relations activities, including alumni participation in Lowells annual commencement exercises and Lowell High School performing arts and athletic events.Expenses $121,216 · revenue $95,104
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
- 94-6125408
- 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
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B84Z)
- Assets (IRS master file)
- $9,116,031
- Income (IRS master file)
- $809,074
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $809,074 | $891,548 | $9,116,031 | IRS |
| 990 | June 2024 | $1,860,627 | $924,206 | $8,443,639 | IRS |
| 990 | June 2023 | $1,372,481 | $703,839 | $7,557,691 | XML |
| 990 | June 2022 | $1,098,988 | $1,514,230 | $6,494,922 | 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 94-6125408).
Questions about LOWELL ALUMNI ASSOCIATION
- What is the EIN of LOWELL ALUMNI ASSOCIATION?
- The employer identification number (EIN) of LOWELL ALUMNI ASSOCIATION is 94-6125408.
- Is LOWELL ALUMNI ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to LOWELL ALUMNI ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LOWELL ALUMNI ASSOCIATION 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 ALUMNI ASSOCIATION 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 ALUMNI ASSOCIATION 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 ALUMNI ASSOCIATION?
- The 990 for the year ended June 30, 2025 names Quincy Yu.
- Who are the officers and directors of LOWELL ALUMNI ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 40 people; 1 received compensation from the organization, the highest $15,121 (TERENCE ABAD, Executive Dir.).
- How much revenue does LOWELL ALUMNI ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $809,074, expenses of $891,548 and total assets of $9,116,031 at year end.
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