2026-07-15T07:04:58-05:00 2025-08-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-09-01 521220544 LOWELL SCHOOL LOWE 2025772000 1640 KALMIA ROAD NW WASHINGTON DC 20012 CHRISTOPHER GINTER DIRECTOR, FINANCE & OPS 2025772000 2026-07-13 1 1 SARA SMITH P01332734 2022274000 2026-07-08 2024 2025-03-06 01:10:19Z DONNA LINDNER 1640 KALMIA ROAD NW WASHINGTON DC 20012 20938530 0 X WWW.LOWELLSCHOOL.ORG X 1981 DC EDUCATIONAL PROGRAM SERVING PRE-KINDERGARTEN THROUGH 8TH GRADE CHILDREN. 18 17 256 251 0 0 963499 896709 17601594 18583972 1082409 1023043 112611 93947 19760113 20597671 2740224 3443956 0 0 11574837 12187442 0 0 385937 5521419 5805570 19836480 21436968 -76367 -839297 42387909 41342153 26195137 25719649 16192772 15622504 X LOWELL SCHOOL EQUIPS CHILDREN TO THINK CRITICALLY, ENGAGE PURPOSEFULLY, AND LIVE AUTHENTICALLY. 0 0 17924688 3443956 18584072 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. 17924688 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 170 0 1 256 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 17 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 X CHRISTOPHER GINTER 2025772000 1640 KALMIA ROAD NW WASHINGTON DC 20012 MIRENDA MEGHELLI TRUSTEE 2.00 X 0 0 0 DONNA LINDNER HEAD OF SCHOOL 60.00 X X 346288 0 56866 SHEREECE MILLETT CHAIRPERSON 10.00 X X 0 0 0 MARK MITCHELL TREASURER 2.00 X X 0 0 0 CYNTHIA FRANCISCO TREASURER (UNTIL 06/25) 2.00 X X 0 0 0 RASHIDA EDMONDSON SECRETARY 2.00 X X 0 0 0 KARIN BENCALA TRUSTEE 2.00 X 0 0 0 MIKE BOLOTIN TRUSTEE 2.00 X 0 0 0 TOM CICATIELLO TRUSTEE (UNTIL 06/25) 2.00 X 0 0 0 HAYES DAVIS TRUSTEE 2.00 X 0 0 0 MARISA DEMEO TRUSTEE (UNTIL 06/25) 2.00 X 0 0 0 ANNE FOLEY TRUSTEE 2.00 X 0 0 0 RODNEY GLASGOW TRUSTEE 2.00 X 0 0 0 CARRIE GOUX TRUSTEE 2.00 X 0 0 0 KATHLEEN MCCLELLAN VICE CHAIR 2.00 X X 0 0 0 ELIZABETH MELTZER TRUSTEE (UNTIL 06/25) 2.00 X 0 0 0 KATIE MEYER TRUSTEE 2.00 X 0 0 0 KATHERINE SHEA TRUSTEE 2.00 X 0 0 0 JENNIFER STEWART TRUSTEE (UNTIL 06/25) 2.00 X 0 0 0 STEPHEN PEELER TRUSTEE 2.00 X 0 0 0 LAURYN SARGENT TRUSTEE 2.00 X 0 0 0 MOLLY RAUCH TRUSTEE 2.00 X 0 0 0 TABITHA BARTHOLOMEW TRUSTEE 2.00 X 0 0 0 CHRISTOPHER GINTER DIR. OF FINANCE & OPS 50.00 X 153707 0 43463 JUSTIN MCLEAN DIRECTOR OF PRIMARY SCHOOL 40.00 X 145480 0 7123 JOAN BUHRMAN DIRECTOR OF COMMUNICATIONS 40.00 X 132617 0 17233 KAVAN YEE DIRECTOR OF MIDDLE SCHOOL 40.00 X 138201 0 19215 KIMBERLY ROLLINS DIRECTOR OF DEVELOPMENT 40.00 X 137208 0 8082 MAUREEN MIESMER ADMISSIONS DIRECTOR 40.00 X 130334 0 9144 1183835 0 161126 12 0 1 0 CORENIC CONSTRUCTION GROUP INC 1220 12TH ST SE WASHINGTON DC 20003 CONSTRUCTION SERVICES 376697 JOFFE EMERGENCY SVCS PO BOX 7125 SANTA MONICA CA 90406 SECURITY SERVICES 369190 RED COATS 4520 EAST WEST HWY SUITE 200 BETHESDA MD 20814 CUSTODIAL/MAINTENANCE 191876 BLACKBAUD 65 FAIRCHILD ST CHARLESTON SC 29492 EDUCATION ADMIN AND FINANCE SOFTWARE VEN 123494 EDUCATIONAL TRAVEL ADVENTURES 4400 RT 9 SOUTH SUITE 1000 FREEHOLD NJ 07728 FIELD TRIP TRAVEL SERVICES 112400 7 158536 738173 49146 896709 TUITION AND FEES 900099 15576607 15576607 AUXILIARY PROGRAM FEES 900099 3007365 3007365 18583972 1044022 1044022 79634 0 79634 79634 79634 238421 259400 -20979 -20979 -20979 44892 158536 81459 -36567 -36567 100 0 100 100 MISCELLANEOUS 900099 50780 50780 50780 20597671 18584072 0 1116890 3443956 3443956 617793 134164 345400 138229 9446720 8181251 1113577 151892 471914 411735 59849 330 813207 691212 121995 837808 710173 103398 24237 8989 8989 220334 220334 71099 71099 744757 629170 90987 24600 124702 124702 126334 89163 34953 2218 1262871 1248065 14806 9596 4358 3267 1971 377439 374226 3213 1252708 1252708 284057 284057 EDUCATIONAL EXPENSE 264267 241310 22736 221 FIELD TRIPS 251990 251990 MISCELLANEOUS 225155 178511 39994 6650 FACULTY/STAFF DEV. 181267 121457 53847 5963 400005 210763 162829 26413 21436968 17924688 3126343 385937 794547 105130 4440272 2221780 6802751 7208199 2388 1399 205900 130933 31763117 15095214 16306978 16667903 13835073 15006809 42387909 41342153 915030 708192 12680796 12731407 11645311 11652050 954000 628000 26195137 25719649 X 10806783 10277975 5385989 5344529 16192772 15622504 42387909 41342153 -839297 269029 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5635079 333877 360000 5608956 4982344 55 1143543 490863 5635079 4950782 6855 270027 245320 4982344 5627013 19515 -585653 110093 4950782 4951993 10250 774362 109592 5627013 0.05522 0.56485 0.37993 0 0 2095098 2095098 26221694 13231008 12990686 1875363 1180070 695293 1570962 684136 886826 16667903 X PART V, LINE 4: LOWELL SCHOOL USES THE ENDOWMENT FUNDS FOR A VARIETY OF EDUCATIONAL PURPOSES, INCLUDING FINANCIAL AID FOR STUDENTS, PROFESSIONAL DEVELOPMENT FOR TEACHERS AND ADMINISTRATORS, FACULTY SALARY, AND SUMMER CAMP ASSISTANCE. PART X, LINE 2: MANAGEMENT OF THE SCHOOL BELIEVES THAT IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAXES IN ITS FINANCIAL STATEMENTS. AS OF AUGUST 31, 2025, THERE ARE NO TAX EXAMINATIONS PENDING OR IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 LOWELL SCHOOL HAS A LONG-STANDING COMMITMENT TO THE PRINCIPLES OF DIVERSITY AND INCLUSIVITY. LOWELL SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, GENDER, GENDER IDENTITY, GENDER EXPRESSION, NATIONAL ORIGIN, ETHNICITY, AGE, DISABILITY, RELIGION, SEXUAL ORIENTATION, MARITAL STATUS, SOCIO-ECONOMIC BACKGROUND, POLITICAL AFFILIATION, PERSONAL APPEARANCE, PAST OR PRESENT MILITARY SERVICE, OR ON ANY OTHER DISCRIMINATORY GROUND PROHIBITED BY FEDERAL, DISTRICT OF COLUMBIA, OR OTHER APPLICABLE LAW ("PROTECTED STATUS") IN ITS ADMISSIONS, SCHOLARSHIPS, SCHOOL PROGRAMS, AND ALL ASPECTS OF EMPLOYMENT. AUCTION DINNER 203428 158536 44892 41683 24442 15334 203428 158536 44892 41683 24442 15334 81459 -36567 1 FINANCIAL AID 109 2763860 TUITION REMISSION 25 582400 FINANCIAL AID - AUXILIARY SERVICES 129 97696 PART I, LINE 2: ALL GRANTS THAT LOWELL SCHOOL AWARDS ARE IN THE FORM OF FINANCIAL GRANTS WHICH REPRESENT A REDUCTION IN THE TUITION AND FEES THAT ARE REQUIRED TO ATTEND LOWELL SCHOOL. THEREFORE, MONITORING OF THESE FUNDS WOULD BE SELF-MONITORING AND NOT REQUIRED. X 1 1 X X X 0 0 0 0 0 0 0 0 0 DONNA LINDNER HEAD OF SCHOOL 314312 0 0 0 31976 0 18447 0 38419 0 403154 0 0 0 CHRISTOPHER GINTER DIR. OF FINANCE & OPS 152722 0 0 0 985 0 10421 0 33042 0 197170 0 0 0 KAVAN YEE DIRECTOR OF MIDDLE SCHOOL 137766 0 0 0 435 0 9977 0 9238 0 157416 0 0 0 JUSTIN MCLEAN DIRECTOR OF PRIMARY SCHOOL 145072 0 0 0 408 0 6951 0 172 0 152603 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVES A HOUSING ALLOWANCE WHICH IS INCLUDED IN TAXABLE COMPENSATION. A DISTRICT OF COLUMBIA 536001131 2021-09-01 11911000 REFINANCING OUTSTANDING 2013 SERIES A AND SERIES B BONDS 0 0 0 A 11911000 262531 11648469 2021 1 0 0 1 A 0 0 0 0 0 0 0 A 1 1 0 0 0 0 A 1 X 3 7463 FMV X AUCTION ITEMS 158 41683 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 DURING THE YEAR, THE ORGANIZATION ADOPTED AMENDED AND RESTATED BYLAWS TO REFLECT UPDATES TO ITS GOVERNANCE STRUCTURE AND BOARD OPERATIONS. SIGNIFICANT CHANGES INCLUDED: (1) REMOVAL OF THE PARENT ASSOCIATION PRESIDENT AS AN EX OFFICIO VOTING TRUSTEE AND CONVERSION OF THE HEAD OF SCHOOL POSITION FROM AN EX OFFICIO VOTING TRUSTEE TO AN EX OFFICIO NON-VOTING TRUSTEE; (2) REVISION OF TRUSTEE TERM LIMITS AND SERVICE REQUIREMENTS; (3) ELIMINATION OF PROXY VOTING BY TRUSTEES; (4) RESTRUCTURING OF BOARD COMMITTEES, INCLUDING THE REPLACEMENT OF THE FINANCE COMMITTEE WITH A FINANCIAL SUSTAINABILITY COMMITTEE, CREATION OF SEPARATE INVESTMENT AND AUDIT COMMITTEES, REPLACEMENT OF THE COMMITTEE ON TRUSTEES WITH A GOVERNANCE COMMITTEE, AND EXPANSION OF THE DIVERSITY COMMITTEE INTO A DIVERSITY, EQUITY, INCLUSION, AND BELONGING (DEIB) COMMITTEE; AND (5) ADDITION OF GOVERNANCE PROVISIONS RELATED TO CONFLICTS OF INTEREST, INTERESTED-PERSON LIMITATIONS, AND ENHANCED FINANCIAL OVERSIGHT PROCEDURES. THE AMENDED BYLAWS ALSO UPDATED PROVISIONS RELATING TO BOARD MEETINGS, OFFICER TERMS, HEAD OF SCHOOL GOVERNANCE, AND COMMITTEE RESPONSIBILITIES FORM 990, PART VI, SECTION A, LINE 8B THE BOARD EXECUTIVE COMMITTEE IS THE ONLY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE FULL BOARD OF TRUSTEES. CONTEMPORANEOUS DOCUMENTATION IS NOT CURRENTLY REQUIRED FOR EXECUTIVE COMMITTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES IS FAIRLY LARGE WITH UP TO 30 MEMBERS PREDOMINANTLY COMPRISED OF CURRENT PARENTS WHO KNOW EACH OTHER PERSONALLY AS WELL AS IN THEIR ROLE AS TRUSTEES OF LOWELL SCHOOL. BECAUSE THE RELATIONSHIPS BETWEEN THESE TRUSTEES AND LOWELL SCHOOL'S MAJOR DONORS ARE OFTEN PERSONAL THERE IS A CERTAIN AMOUNT OF INFORMATION ABOUT FAMILY DONATIONS THAT IS PREFERRED TO REMAIN PRIVATE. FOR THIS REASON, THE FULL BOARD OF TRUSTEES RECEIVES THE "PUBLIC DISCLOSURE" VERSION OF THE FEDERAL FORM 990 TO REVIEW PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. ALL BOARD OF TRUSTEES ARE INFORMED EACH YEAR THAT THE COMPLETE VERSION OF THE FEDERAL FORM 990, INCLUDING DONOR INFORMATION IS AVAILABLE TO REVIEW IN LOWELL SCHOOL'S BUSINESS OFFICE ANY TIME THEY WISH TO REVIEW IT. FORM 990, PART VI, SECTION B, LINE 12C THROUGH THE BOARD OF TRUSTEES ORIENTATION DONE AT THE BEGINNING OF EACH ACADEMIC YEAR, A FULL EXPLANATION OF THIS POLICY IS REVIEWED. THE BOARD OF TRUSTEES IS ALSO MADE UP OF MANY CURRENT PARENTS AND THIS PERSPECTIVE ALSO BRINGS WITH IT A CONSTANT OVERSIGHT OF THE APPROPRIATENESS OF HOW BOARD OF TRUSTEES MEMBERS ARE NOT ABUSING OR TAKING ADVANTAGE OF THEIR ROLE AS TRUSTEES. FINALLY, LOWELL SCHOOL HAS LEGAL COUNSEL WHO IS QUITE VIGILANT AROUND THESE ISSUES. KEY EMPLOYEES ARE MADE AWARE OF THE CONFLICT-OF-INTEREST POLICY ON AN ANNUAL BASIS DURING THE BOARD OF TRUSTEES ORIENTATION AND ARE HELD TO THE SAME STANDARD AS TRUSTEES TO ASSURE THEY ARE NOT ABUSING OR TAKING ADVANTAGE OF THEIR ROLE AS A KEY EMPLOYEE. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD SUPPORT AND REVIEW COMMITTEE ANNUALLY REVIEWS THE HEAD OF SCHOOL'S COMPENSATION PACKAGE AND UTILIZES BOTH LOCAL COMPARATIVE STATISTICS PROVIDED BY THE ASSOCIATION OF INDEPENDENT SCHOOLS OF GREATER WASHINGTON (AISGW) AND THE ASSOCIATION OF MARYLAND SCHOOLS (AIMS) AND NATIONAL STATISTICS PROVIDED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) BASED ON SIZE OF SCHOOL, AND YEARS OF EXPERIENCE. A COMPENSATION PACKAGE IS THEN PUT INTO PLACE FOR THE HEAD OF SCHOOL. THE FULL BOARD OF TRUSTEES DOES NOT VOTE ON THIS PARTICULAR COMPENSATION, BUT DOES VOTE FOR AN ANNUAL BUDGET EACH YEAR, WHICH INCORPORATES THIS COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 'THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE SCHOOL ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC 6104(D). FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 1626 KALMIA ROAD LLC 1640 KALMIA ROAD NW WASHINGTON DC 20012 521220544 PROPERTY MANAGEMENT DC 63288 1209138 LOWELL SCHOOL