LOWELL PLAN INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LOWELL PLAN INC (EIN 04-2693109)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-01
- IRS object ID
- 201630329349300823
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-01T13:38:31-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 WESTFORD STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01851 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042693109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWELL PLAN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOWE | BusinessNameControlTxt |
| Phone | 9784599899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 SUFFOLK STREET NO 120 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY CAMPBELL | PersonNm |
| Person Title | CO-CHAIR | PersonTitleTxt |
| Phone | 9784599899 | PhoneNum |
| Signature | 2016-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2016-01-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARY CAMPBELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 SUFFOLK STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $382,757 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LOWELLPLAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE LOWELL PLAN, INC. IS A PRIVATE NON-PROFIT ECONOMIC DEVELOPMENT ORGANIZATION THAT PROVIDES A FORUM FOR PRIVATE AND PUBLIC SECTOR LEADERS TO DISCUSS THE CITY OF LOWELL'S ECONOMIC, EDUCATIONAL, AND CULTURAL DEVELOPMENT AND THAT ALSO SUPPORTS AND ADVOCATES FOR PARTNERSHIP PROGRAMS THAT ADVANCE THE STRATEGIC GOALS OF THE ORGANIZATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $355,479 | PYContributionsGrantsAmt |
| CY Contributions Grants | $291,301 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $56,900 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $86,150 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,560 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,306 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $417,939 | PYTotalRevenueAmt |
| CY Total Revenue | $382,757 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $181,755 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $180,921 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $568,221 | PYOtherExpensesAmt |
| CY Other Expenses | $508,811 | CYOtherExpensesAmt |
| PY Total Expenses | $749,976 | PYTotalExpensesAmt |
| CY Total Expenses | $689,732 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$332,037 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$306,975 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,874,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,562,382 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,140 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,795 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,843,562 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,536,587 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE A FORUM FOR PUBLIC AND PRIVATE SECTOR LEADERS TO DISCUSS LOWELL'S ECONOMIC, EDUCATIONAL AND CULTURAL DEVELOPMENT AND TO SUPPORT AND ADVOCATE FOR PARTNERSHIP PROGRAMS THAT ADVANCE THE STRATEGIC GOALS OF THE ORGANIZATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $583,552 | ExpenseAmt |
| Revenue | $86,150 | RevenueAmt |
| Desc | THE OBJECTIVE OF THE LOWELL PLAN, INC. IS TO PROMOTE 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. | Desc |
| Total Program Service Expenses | $583,552 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES COOK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9784599899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 SUFFOLK STREET SUITE 120 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN POWER | ||||||
| CO-CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY CAMPBELL | ||||||
| CO-CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EILEEN DONOGHUE | ||||||
| VICE CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK S COCHRAN | ||||||
| TREASURER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACK CLANCY | ||||||
| CLERK | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES COOK | ||||||
| EXECUTIVE DIRECTOR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TERENCE F FLAHIVE | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID PRZESIEK | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DANIELLE MCFADDEN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CELESTE BERNARDO | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TREVOR BLOOM | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM SOUCY | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN JONCAS | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RODNEY ELLIOTT | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT F RIVERS | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NORMAND DESCHENE | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL REILLY | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PETER CONRAD | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARK O'NEIL | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LYDIA BLANCHARD | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN MURPHY | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HALEY | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN CROTEAU | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN CHEMALY | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES L MILINAZZO | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN L CHAPMAN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES B HOGAN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES A SULLIVAN JR | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR JAMES MABRY | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DORCAS GRIGG-SAITO | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE TRADD | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID E WALLACE | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DALE S WEISS | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN COX | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JACQUELINE MOLONEY | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES CONWAY III | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NATIONAL GRID | |||||
| 775 DUTTON ST | LOWELL | MA | 01854 | ELECTRICAL | $164,219 |
| S&R CONTRACTING CO | |||||
| 706 BROADWAY ST | LOWELL | MA | 01854 | EXCAVATING | $101,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $58,776 | GovernmentGrantsAmt |
| All Other Contributions | $232,525 | AllOtherContributionsAmt |
| Total Contributions | $291,301 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BREAKFAST TICKET SALES | 900099 | $41,750 | $41,750 |
| ST. PATRICKS DINNER | 900099 | $26,450 | $26,450 |
| PUBLIC MATTERS TUITION | 900099 | $15,450 | $15,450 |
| OTHER PROGRAM SERVICE | 900099 | $2,500 | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $86,150 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,306 | TotalRevenueColumnAmt |
| Exclusion | $5,306 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $382,757 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $86,150 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,306 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,939 | TotalAmt |
| Program Services | $88,230 | ProgramServicesAmt |
| Management And General | $43,709 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,774 | TotalAmt |
| Program Services | $7,957 | ProgramServicesAmt |
| Management And General | $4,817 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,045 | TotalAmt |
| Program Services | $18,810 | ProgramServicesAmt |
| Management And General | $7,235 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,163 | TotalAmt |
| Program Services | $6,796 | ProgramServicesAmt |
| Management And General | $3,367 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Program Services | $45,000 | ProgramServicesAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,500 | TotalAmt |
| Management And General | $9,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,969 | TotalAmt |
| Program Services | $395,578 | ProgramServicesAmt |
| Management And General | $5,391 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,370 | TotalAmt |
| Management And General | $3,370 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,168 | TotalAmt |
| Program Services | $3,038 | ProgramServicesAmt |
| Management And General | $5,130 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,907 | TotalAmt |
| Management And General | $1,907 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,380 | TotalAmt |
| Program Services | $2,894 | ProgramServicesAmt |
| Management And General | $1,486 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM EXPENSES | $14,749 | $14,749 | |
| CATERING | $5,100 | $500 | $4,600 |
| CONTRIBUTIONS EXPENSE | $668 | $668 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,732 | TotalAmt |
| Program Services | $583,552 | ProgramServicesAmt |
| Management And General | $106,180 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,169 | BOYAmt |
| EOY | $270,192 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,575,056 | BOYAmt |
| EOY | $1,281,304 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,512 | BOYAmt |
| EOY | $4,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,534 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,871 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,570 | BOYAmt |
| EOY | $4,663 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,395 | BOYAmt |
| EOY | $1,765 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,874,702 | BOYAmt |
| EOY | $1,562,382 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,140 | BOYAmt |
| EOY | $25,795 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,140 | BOYAmt |
| EOY | $25,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,277 | BOYAmt |
| EOY | $42,290 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,810,285 | BOYAmt |
| EOY | $1,494,297 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,843,562 | BOYAmt |
| EOY | $1,536,587 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,874,702 | BOYAmt |
| EOY | $1,562,382 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$306,975 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $248,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $238,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $479,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $355,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $291,301 | CurrentTaxYearAmt |
| Total | $1,613,608 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $248,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $238,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $479,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $355,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $291,301 | CurrentTaxYearAmt |
| Total | $1,613,608 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $164,424 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,449,184 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,937 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,306 | CurrentTaxYearAmt |
| Total | $143,600 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,757,208 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $341,268 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $372 | DepreciationAmt |
| Book Value | $1,223 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,939 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,499 | DepreciationAmt |
| Book Value | $3,440 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,663 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $382,757 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $382,757 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $382,757 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $689,732 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $689,732 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $689,732 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION, INCORPORATED UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS AS A TAX EXEMPT ENTITY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS, THEREFORE, GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. EFFECTIVE WITH THE CURRENT YEAR THE ORGANIZATION IS REQUIRED BY ASC 740-10 (FORMERLY FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES) TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE ORGANIZATIONS FINANCIAL STATEMENTS. THE ORGANIZATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF THE ORGANIZATIONS INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX EXEMPT NOT-FOR-PROFIT ENTITY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | GARY CAMBELL, NORMAND DESCHENE, JACK CLANCY & DAVID WALLACE HAVE A BUSINESS RELATIONSHIP AS EACH INDIVIDUALS SERVES ON THE BOARD OF DIRECTORS/TRUSTEES FOR THE SAME ORGANIZATION. JAMES MILINAZZO WORKS FOR MARK COCHRAN AND HAVE A BUSINESS RELATIONSHIP AS BOTH ARE ON THE BOARD OF DIRECTORS OF LOWELL PLAN. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE ORGANIZATION'S OFFICERS AND EXECUTIVE COMMITTEE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE DIRECTORS AND OFFICERS OF THE CORPORATION MAY BE INTERESTED DIRECTLY OR INDIRECTLY IN ANY CONTRACT RELATING TO OR INCIDENTAL TO THE OPERATIONS CONDUCTED BY THE CORPORATION, AND MAY FREELY MAKE CONTRACTS, ENTER TRANSACTIONS OR OTHERWISE ACT FOR AND ON BEHALF OF THE CORPORATION, NOTWITHSTANDING THAT THEY MAY ALSO BE ACTING AS INDIVIDUALS, OR AS TRUSTEES OF TRUSTS, OR AS AGENTS FOR OTHER PERSONS OR CORPORATIONS, OR MAY BE INTERESTED IN THE SAME MATTERS AS MEMBERS, DIRECTORS OR OTHERWISE; PROVIDED, HOWEVER, THAT ANY CONTRACT, TRANSACTION OR ACT ON BEHALF OF THE CORPORATION IN A MATTER IN WHICH THE DIRECTORS OR OFFICERS ARE PERSONALLY INTERESTED AS MEMBERS,DIRECTORS OR OTHERWISE, SHALL BE AT ARMS LENGTH AND NOT VIOLATIVE OF THE PROSCRIPTIONS IN THE ARTICLES OF ORGANIZATION AGAINST THE CORPORATION'S USE OR APPLICATION OF ITS FUNDS FOR PRIVATE BENEFIT; AND PROVIDED FURTHER, THAT NO CONTRACT, TRANSACTION OR ACT SHALL BE TAKEN ON BEHALF OF THE CORPORATION IF SUCH CONTRACT, TRANSACTIONS, OR ACT IS A PROHIBITED TRANSACTION OR WOULD RESULT IN DENIAL OF THE TAX EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OR ITS REGULATIONS AS THEY NOW EXIST OR AS THEY MAY HEREAFTER BE AMENDED. IN NO EVENT, HOWEVER, SHALL ANY PERSON OR OTHER ENTITY DEALING WITH THE DIRECTORS OR OFFICERS BE OBLIGATED TO INQUIRE INTO THE AUTHORITY OF THE DIRECTORS AND OFFICERS TO ENTER INTO AND CONSUMMATE ANY CONTRACT, TRANSACTION OR OTHER ACTION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THESE FORMS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE. |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 395,578. MANAGEMENT AND GENERAL EXPENSES 5,391. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 400,969. |