STRATEGY STUDIO / PUBLIC DATA EXPLORER

LOWELL HERITAGE PARTNERSHIP INC

Cite this

Plain text LOWELL HERITAGE PARTNERSHIP INC. Strategy Studio, nonprofit organization profile, tax years 2009–2019. https://strategystudio.org/org/200317624. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). LOWELL HERITAGE PARTNERSHIP INC [Nonprofit organization profile; tax years 2009–2019]. Retrieved October 20, 2026, from https://strategystudio.org/org/200317624

MLA “LOWELL HERITAGE PARTNERSHIP INC.” Strategy Studio, tax years 2009–2019, https://strategystudio.org/org/200317624. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2009–2019. Data: Strategy Studio, CC BY 4.0.

2019 · Form 990EZ · revenue $6K · expenses $5K · assets $41K

EIN
20-0317624
Address
660 SUFFOLK ST STE 335, LOWELL, MA 01854-3636
NTEE code
A80
Subsection
501(c)(3)
Ruling year
2004
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROTECT, PRESERVE AND ENHANCE THE HISTORIC, NATURAL AND CULTURAL RESOURCES OF THE CITY OF LOWELL THROUGH COMMUNITY PARTNERSHIP

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 33 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

33 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Janet Leggat DIRECTOR2009-2019 1 $0 reported 4
Yun-Ju Choi DIRECTOR2016-2019 1 $0 reported 9
William Lipchitz DIRECTOR2009-2019 1 $0 reported 6
Gray Fitzsimons DIRECTOR2016-2019 1 $0 reported 2
Pauline Golec DIRECTOR2016-2019 1 $0 reported 3
Jane Calvin TREASURER2009-2019 1 $0 reported 2
Sovanna Pouv CLERK2017-2019 1 $0 reported 7
James Ostis PRESIDENT2017-2019 4 $0 reported 3
Fred Faust VICE PRESIDE2009-2019 1 $0 reported 1
Phala Chea DIRECTOR2016-2019 1 $0 reported 2
Veronica Demers DIRECTOR2016-2019 1 $0 reported 1
James Gaffney DIRECTOR2016-2019 1 $0 reported 1
Barbara Gilbert DIRECTOR2016-2019 1 $0 reported 2
Gordon Halm DIRECTOR2013-2019 1 $0 reported 1
Richard Lockhart DIRECTOR2009-2019 1 $0 reported 1
Martha Mayo DIRECTOR2009-2019 1 $0 reported 3
Stephen Stowell DIRECTOR2019 1 $0 reported 1
Sean Thibodeau DIRECTOR2019 1 $0 reported 2
Paul Marion (former) DIRECTOR2009-2017 1 $0 reported 4
Nancy Pitkin (former) CLERK2009-2016 1 $0 reported 1
Marie Sweeney (former) DIRECTOR2009-2015 1 $0 reported 7
Peter Aucella (former) DIRECTOR2009-2015 1 $0 reported 3
Steve Stowell (former) DIRECTOR2009-2015 1 $0 reported 1
Veronika Demers (former) DIRECTOR2009-2015 1 $0 reported 1
Jane Leggat (former) PRESIDENT2010-2012 4 $0 reported 1
Nancey Pitkin (former) CLERK2010-2012 1 $0 reported 1
Emily Weitzman Rosenbaum (former) DIRECTOR2009-2012 1 $0 reported 2
Lz Nunn (former) DIRECTOR2009 1 $0 reported 4
Jack Perry (former) DIRECTOR2009 1 $0 reported 2
Walter Bacigalupo (former) DIRECTOR2009 1 $0 reported 1
Kent Mitchell (former) DIRECTOR2009 1 $0 reported 1
Christina Briggs (former) DIRECTOR2009 1 $0 reported 1
Sayon Soeun (former) DIRECTOR2009 1 $0 reported 1

People by year

2019 · 18 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES OSTIS PRESIDENT4 $0-- $03
FRED FAUST VICE PRESIDE1 $0-- $01
JANE CALVIN TREASURER1 $0-- $02
SOVANNA POUV CLERK1 $0-- $07
PHALA CHEA DIRECTOR1 $0-- $02
YUN-JU CHOI DIRECTOR1 $0-- $09
VERONICA DEMERS DIRECTOR1 $0-- $01
GRAY FITZSIMONS DIRECTOR1 $0-- $02
JAMES GAFFNEY DIRECTOR1 $0-- $01
BARBARA GILBERT DIRECTOR1 $0-- $02
PAULINE GOLEC DIRECTOR1 $0-- $03
GORDON HALM DIRECTOR1 $0-- $01
JANET LEGGAT DIRECTOR1 $0-- $04
WILLIAM LIPCHITZ DIRECTOR1 $0-- $06
RICHARD LOCKHART DIRECTOR1 $0-- $01
MARTHA MAYO DIRECTOR1 $0-- $03
STEPHEN STOWELL DIRECTOR1 $0-- $01
SEAN THIBODEAU DIRECTOR1 $0-- $02
2018 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES OSTIS PRESIDENT4 $0-$0 $03
FRED FAUST VICE PRESIDENT1 $0-$0 $01
JANE CALVIN TREASURER1 $0-$0 $02
SOVANNA POUV CLERK1 $0-$0 $07
PHALA CHEA DIRECTOR1 $0-$0 $02
YUN-JU CHOI DIRECTOR1 $0-$0 $09
VERONICA DEMERS DIRECTOR1 $0-$0 $01
GRAY FITZSIMONS DIRECTOR1 $0-$0 $02
JAMES GAFFNEY DIRECTOR1 $0-$0 $01
BARBARA GILBERT DIRECTOR1 $0-$0 $02
PAULINE GOLEC DIRECTOR1 $0-$0 $03
GORDON HALM DIRECTOR1 $0-$0 $01
2017 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES OSTIS PRESIDENT4 $0-$0 $03
FRED FAUST VICE PRESIDENT1 $0-$0 $01
JANE CALVIN TREASURER1 $0-$0 $02
SOVANNA POUV CLERK1 $0-$0 $07
PAUL MARION DIRECTOR1 $0-$0 $04
PHALA CHEA DIRECTOR1 $0-$0 $02
YUN-JU CHOI DIRECTOR1 $0-$0 $09
VERONICA DEMERS DIRECTOR1 $0-$0 $01
GRAY FITZSIMONS DIRECTOR1 $0-$0 $02
JAMES GAFFNEY DIRECTOR1 $0-$0 $01
BARBARA GILBERT DIRECTOR1 $0-$0 $02
PAULINE GOLEC DIRECTOR1 $0-$0 $03
2016 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL MARION PRESIDENT4 $0-$0 $04
FRED FAUST VICE PRESIDENT1 $0-$0 $01
JANE CALVIN TREASURER1 $0-$0 $02
NANCY PITKIN CLERK1 $0-$0 $01
PHALA CHEA DIRECTOR1 $0-$0 $02
YUN-JU CHOI DIRECTOR1 $0-$0 $09
VERONICA DEMERS DIRECTOR1 $0-$0 $01
GRAY FITZSIMONS DIRECTOR1 $0-$0 $02
JAMES GAFFNEY DIRECTOR1 $0-$0 $01
BARBARA GILBERT DIRECTOR1 $0-$0 $02
PAULINE GOLEC DIRECTOR1 $0-$0 $03
GORDON HALM DIRECTOR1 $0-$0 $01
2015 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL MARION PRESIDENT4 $0-$0 $04
FRED FAUST VICE PRESIDENT1 $0-$0 $01
JANE CALVIN TREASURER1 $0-$0 $02
NANCY PITKIN CLERK1 $0-$0 $01
WILLIAM LIPCHITZ DIRECTOR1 $0-$0 $06
PETER AUCELLA DIRECTOR1 $0-$0 $03
RICHARD LOCKHART DIRECTOR1 $0-$0 $01
STEVE STOWELL DIRECTOR1 $0-$0 $01
MARIE SWEENEY DIRECTOR1 $0-$0 $07
VERONIKA DEMERS DIRECTOR1 $0-$0 $01
JANET LEGGAT DIRECTOR1 $0-$0 $04
GORDON HALM DIRECTOR1 $0-$0 $01
2014 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL MARION PRESIDENT4 $0-$0 $04
FRED FAUST VICE PRESIDENT1 $0-$0 $01
JANE CALVIN TREASURER1 $0-$0 $02
NANCY PITKIN CLERK1 $0-$0 $01
WILLIAM LIPCHITZ DIRECTOR1 $0-$0 $06
PETER AUCELLA DIRECTOR1 $0-$0 $03
RICHARD LOCKHART DIRECTOR1 $0-$0 $01
STEVE STOWELL DIRECTOR1 $0-$0 $01
MARIE SWEENEY DIRECTOR1 $0-$0 $07
VERONIKA DEMERS DIRECTOR1 $0-$0 $01
JANET LEGGAT DIRECTOR1 $0-$0 $04
GORDON HALM DIRECTOR1 $0-$0 $01
2013 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL MARION PRESIDENT4 $0-$0 $04
FRED FAUST VICE PRESIDENT1 $0-$0 $01
JANE CALVIN TREASURER1 $0-$0 $02
NANCY PITKIN CLERK1 $0-$0 $01
WILLIAM LIPCHITZ DIRECTOR1 $0-$0 $06
PETER AUCELLA DIRECTOR1 $0-$0 $03
RICHARD LOCKHART DIRECTOR1 $0-$0 $01
STEVE STOWELL DIRECTOR1 $0-$0 $01
MARIE SWEENEY DIRECTOR1 $0-$0 $07
VERONIKA DEMERS DIRECTOR1 $0-$0 $01
JANET LEGGAT DIRECTOR1 $0-$0 $04
GORDON HALM DIRECTOR1 $0-$0 $01
2012 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE LEGGAT PRESIDENT4 $0-$0 $01
FRED FAUST VICE PRESIDENT1 $0-$0 $01
JANE CALVIN TREASURER1 $0-$0 $02
NANCEY PITKIN CLERK1 $0-$0 $01
WILLIAM LIPCHITZ DIRECTOR1 $0-$0 $06
PETER AUCELLA DIRECTOR1 $0-$0 $03
RICHARD LOCKHART DIRECTOR1 $0-$0 $01
STEVE STOWELL DIRECTOR1 $0-$0 $01
MARIE SWEENEY DIRECTOR1 $0-$0 $07
VERONIKA DEMERS DIRECTOR1 $0-$0 $01
EMILY WEITZMAN ROSENBAUM DIRECTOR1 $0-$0 $02
PAUL MARION DIRECTOR1 $0-$0 $04
2011 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE LEGGAT PRESIDENT4 $0-$0 $01
FRED FAUST VICE PRESIDENT1 $0-$0 $01
JANE CALVIN TREASURER1 $0-$0 $02
NANCEY PITKIN CLERK1 $0-$0 $01
WILLIAM LIPCHITZ DIRECTOR1 $0-$0 $06
PETER AUCELLA DIRECTOR1 $0-$0 $03
RICHARD LOCKHART DIRECTOR1 $0-$0 $01
STEVE STOWELL DIRECTOR1 $0-$0 $01
MARIE SWEENEY DIRECTOR1 $0-$0 $07
VERONIKA DEMERS DIRECTOR1 $0-$0 $01
EMILY WEITZMAN ROSENBAUM DIRECTOR1 $0-$0 $02
PAUL MARION DIRECTOR1 $0-$0 $04
2010 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE LEGGAT PRESIDENT4 $0-$0 $01
FRED FAUST VICE PRESIDENT1 $0-$0 $01
JANE CALVIN TREASURER1 $0-$0 $02
NANCEY PITKIN CLERK1 $0-$0 $01
WILLIAM LIPCHITZ DIRECTOR1 $0-$0 $06
PETER AUCELLA DIRECTOR1 $0-$0 $03
RICHARD LOCKHART DIRECTOR1 $0-$0 $01
STEVE STOWELL DIRECTOR1 $0-$0 $01
MARIE SWEENEY DIRECTOR1 $0-$0 $07
VERONIKA DEMERS DIRECTOR1 $0-$0 $01
EMILY WEITZMAN ROSENBAUM DIRECTOR1 $0-$0 $02
PAUL MARION DIRECTOR1 $0-$0 $04
2009 · 19 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD LOCKHART PRESIDENT4 $0-$0 $01
PETER AUCELLA VICE PRESIDENT1 $0-$0 $03
JANE CALVIN TREASURER1 $0-$0 $02
MARIE SWEENEY CLERK1 $0-$0 $07
WILLIAM LIPCHITZ DIRECTOR1 $0-$0 $06
WALTER BACIGALUPO DIRECTOR1 $0-$0 $01
NANCY PITKIN DIRECTOR1 $0-$0 $01
STEVE STOWELL DIRECTOR1 $0-$0 $01
KENT MITCHELL DIRECTOR1 $0-$0 $01
VERONIKA DEMERS DIRECTOR1 $0-$0 $01
EMILY WEITZMAN ROSENBAUM DIRECTOR1 $0-$0 $02
PAUL MARION DIRECTOR1 $0-$0 $04
MARTHA MAYO DIRECTOR1 $0-$0 $03
CHRISTINA BRIGGS DIRECTOR1 $0-$0 $01
JANET LEGGAT DIRECTOR1 $0-$0 $04
SAYON SOEUN DIRECTOR1 $0-$0 $01
FRED FAUST DIRECTOR1 $0-$0 $01
LZ NUNN DIRECTOR1 $0-$0 $04
JACK PERRY DIRECTOR1 $0-$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2019 · Form 990EZ period ending 2020-06-30 · view filing · original 990 ↗
$5,998$4,869 $40,544$40,544 $5,998- ---
2018 · Form 990EZ period ending 2019-06-30 · view filing · original 990 ↗
$14,150$14,628 $38,400$38,400 $14,150- ---
2017 · Form 990EZ period ending 2018-06-30 · view filing · original 990 ↗
$63,150$56,563 $37,936$37,936 $63,150- ---
2016 · Form 990EZ period ending 2017-06-30 · view filing · original 990 ↗
$19,257$36,859 $29,869$29,869 $19,257- ---
2015 · Form 990EZ period ending 2016-06-30 · view filing · original 990 ↗
$24,459$17,096 $46,239$46,239 $24,459- ---
2014 · Form 990EZ period ending 2015-06-30 · view filing · original 990 ↗
$15,783$30,264 $39,129$39,129 $15,783- ---
2013 · Form 990EZ period ending 2014-06-30 · view filing · original 990 ↗
$31,219$34,821 $53,619$53,619 $31,219- ---
2012 · Form 990EZ period ending 2013-06-30 · view filing · original 990 ↗
$57,495$28,336 $55,615$55,615 $57,495- ---
2011 · Form 990EZ period ending 2012-06-30 · view filing · original 990 ↗
$16,000$14,597 $25,561$25,561 $16,000- ---
2010 · Form 990EZ period ending 2011-06-30 · view filing · original 990 ↗
$18,413$24,551 $24,306$24,306 $18,413- ---
2009 · Form 990EZ period ending 2010-06-30 · view filing · original 990 ↗
$28,303$45,924 $29,505$29,505 $28,303- ---

Funders of this organization

1 grantor reported grants to this organization, $46,445 in all, tax years 2010 to 2017. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
GREATER LOWELL COMMUNITY FOUNDATION INC DAF sponsor Exact 2010-2017 8$46,445 2017$5,617
show

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Who funds organizations like this

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Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2019 · Form 990EZ · $4,869 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $4,701 96.5%
Printing, publications, postage $168 3.5%
Total$4,869100%

View the filing

2018 · Form 990EZ · $14,628 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $13,791 94.3%
Fees to independent contractors $650 4.4%
Printing, publications, postage $187 1.3%
Total$14,628100%

View the filing

2017 · Form 990EZ · $56,563 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees to independent contractors $45,625 80.7%
Other expenses (detail on Schedule O) $10,798 19.1%
Printing, publications, postage $140 0.2%
Total$56,563100%

View the filing

2016 · Form 990EZ · $36,859 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $20,274 55.0%
Fees to independent contractors $15,360 41.7%
Occupancy, rent, utilities, maintenance $777 2.1%
Printing, publications, postage $448 1.2%
Total$36,859100%

View the filing

2015 · Form 990EZ · $17,096 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $9,176 53.7%
Fees to independent contractors $5,845 34.2%
Occupancy, rent, utilities, maintenance $2,075 12.1%
Total$17,096100%

View the filing

2014 · Form 990EZ · $30,264 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $18,265 60.4%
Fees to independent contractors $10,222 33.8%
Occupancy, rent, utilities, maintenance $1,777 5.9%
Total$30,264100%

View the filing

2013 · Form 990EZ · $34,821 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees to independent contractors $17,865 51.3%
Other expenses (detail on Schedule O) $16,262 46.7%
Occupancy, rent, utilities, maintenance $694 2.0%
Total$34,821100%

View the filing

2012 · Form 990EZ · $28,336 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $17,816 62.9%
Fees to independent contractors $9,420 33.2%
Occupancy, rent, utilities, maintenance $1,100 3.9%
Total$28,336100%

View the filing

2011 · Form 990EZ · $14,597 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $13,479 92.3%
Fees to independent contractors $635 4.4%
Occupancy, rent, utilities, maintenance $483 3.3%
Total$14,597100%

View the filing

2010 · Form 990EZ · $24,551 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $19,703 80.3%
Fees to independent contractors $4,082 16.6%
Printing, publications, postage $396 1.6%
Occupancy, rent, utilities, maintenance $370 1.5%
Total$24,551100%

View the filing

2009 · Form 990EZ · $45,924 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees to independent contractors $29,989 65.3%
Other expenses (detail on Schedule O) $15,147 33.0%
Occupancy, rent, utilities, maintenance $788 1.7%
Total$45,924100%

View the filing