2026-05-14T13:30:49-05:00 2025-06-30 113266576 Grassi & Co CPA's PC 6 Omni Way Suite 201 Chelmsford MA 01824 990 2024-07-01 042693109 Lowell Plan Inc LOWE 9784599899 660 Suffolk Street 120 Lowell MA 01854 John Power Co-Chair 9784599899 2026-05-11 1 0 Brendan E Toolin P01323447 9784522500 2026-05-11 2024 2025-03-06 01:10:19Z John Power 660 Suffolk Street 120 Lowell MA 01854 422621 0 X lowellplan.org X 1980 MA To facilitate and advocate for change and foster collaboration across sectors. 29 28 1 29 0 0 189338 227355 81070 136273 68393 58993 0 0 338801 422621 0 0 0 0 119824 121116 0 0 0 344371 336755 464195 457871 -125394 -35250 2143400 2251239 54672 72131 2088728 2179108 X 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. 0 0 357060 136273 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. 357060 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 1 0 0 0 0 0 1 1 0 0 0 0 X 29 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MA X Melissa Surprenant 9784599899 660 Suffolk Street Suite 120 Lowell MA 01854 X John Power Co-Chair 1.00 X X 0 0 0 Gary Campbell Co-Chair 1.00 X X 0 0 0 Jason Stephens Treasurer 1.00 X X 0 0 0 James Hogan Clerk/Secretary 1.00 X X 0 0 0 Allison Lamey Executive Director 1.00 X X 0 0 0 Jeff Brown Director 1.00 X 0 0 0 Jeff Bush Director 1.00 X 0 0 0 Brian Chapman Director 1.00 X 0 0 0 Charles Desourdy Director 1.00 X 0 0 0 Allistair Former Director 1.00 X 0 0 0 Susan Griffin Director 1.00 X 0 0 0 Yovani Baez-Rose Director 1.00 X 0 0 0 Steve LaRochelle Director 1.00 X 0 0 0 Julie Chen Director 1.00 X 0 0 0 James Linnehan Jr Director 1.00 X 0 0 0 Philip Sisson Director 1.00 X 0 0 0 Anthony Nganga Director 1.00 X 0 0 0 Julie Golanska Director 1.00 X 0 0 0 Michael Reilly Director 1.00 X 0 0 0 Robert Rivers Director 1.00 X 0 0 0 Matt Robbins Director 1.00 X 0 0 0 William Soucy Director 1.00 X 0 0 0 Larissa Thurston Director 1.00 X 0 0 0 Angela Strunk Director 1.00 X 0 0 0 Daniel Rourke Director 1.00 X 0 0 0 Thomas Golden Jr Director 1.00 X 0 0 0 Danielle McFadden Director 1.00 X 0 0 0 Laura Lamarre Anderson Director 1.00 X 0 0 0 Nate Robertson Director 1.00 X 0 0 0 0 0 0 0 0 0 0 0 227355 227355 TDI Community Developm 900099 73000 73000 Breakfast ticket sales 900099 37123 37123 Public Matters tuition 900099 17650 17650 NPS Community Developm 900099 6500 6500 NMCOG 900099 2000 2000 136273 58993 58993 422621 136273 0 58993 81403 68259 13144 11006 9229 1777 22507 18717 3790 6200 5199 1001 107500 80625 26875 20200 20200 25205 25205 139863 139397 466 14645 11136 3509 64 64 2686 963 1723 Program expense 13085 13085 Contribution expense 12550 10450 2100 Catering expense 668 668 Repairs 289 289 457871 357060 100811 0 204313 208641 1925059 2036623 10918 1919 3110 3478 8581 8003 0 578 2143400 2251239 54672 72131 54672 72131 X 11280 -29071 2077448 2208179 2088728 2179108 2143400 2251239 -35250 125630 0 X 0 1 X 1 0 X 255383 222243 340167 189338 227355 1234486 255383 222243 340167 189338 227355 1234486 290785 943701 24328 21440 31697 57330 58993 193788 1428274 364781 0.66070 0.84260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8581 8003 578 578 X 548251 125630 125630 422621 0 422621 457871 0 457871 0 457871 Part X, Line 2: The Organization, incorporated under Chapter 180 of the Massachusetts General Laws as a tax exempt entity, has been granted taxexempt status under Internal Revenue Service 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 74010 (formerly FASB international No.48M 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 it 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 Organization's income, expeditures 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 notforprofit entity. Form 990, Part VI, Section B, line 11b form 990 is reviewed by the organizxation'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 person 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 benfit; and provided further, that no contract, transactions 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 to enter in an consummate any contract, transaction or other actions. Form 990, Part VI, Section B, line 15 Survey of comparable data. Form 990, Part VI, Section C, line 19 Governing documents and financial statements are available for public inspection at the organization's office.