2025-07-11T08:22:54-05:00 2024-08-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-09-01 521220544 LOWELL SCHOOL LOWE 2025772000 1640 KALMIA ROAD NW WASHINGTON DC 20012 DONNA LINDNER HEAD OF SCHOOL 2025772000 2025-07-07 1 1 SARA SMITH P01332734 2022274000 2025-07-07 2023 2025-03-06 01:10:19Z DONNA LINDNER 1640 KALMIA ROAD NW WASHINGTON DC 20012 19987425 0 X WWW.LOWELLSCHOOL.ORG X 1981 DC EDUCATIONAL PROGRAM SERVING PRE-KINDERGARTEN THROUGH 8TH GRADE CHILDREN. 22 21 238 251 0 0 765363 963499 16477617 17601594 545224 1082409 69437 112611 17857641 19760113 2677027 2740224 0 0 10888833 11574837 0 0 385522 5133368 5521419 18699228 19836480 -841587 -76367 41259012 42387909 26382801 26195137 14876211 16192772 X LOWELL SCHOOL (THE SCHOOL) PROVIDES EDUCATIONAL SERVICES TO APPROXIMATELY 314 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH 8TH GRADE. THE SCHOOL STRIVES TO CREATE A DIVERSE, EQUITABLE, AND INCLUSIVE LEARNING ENVIRONMENT, AND OFFERS A RIGOROUS ACADEMIC PROGRAM THAT STRESSES LIFELONG LEARNING AND RESPECT FOR SELF AND OTHERS. 0 0 16037559 2740224 17601594 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. 16037559 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 1 128 0 1 238 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 21 0 0 0 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 DONNA LINDNER HEAD OF SCHOOL 60.00 X X 335322 0 31439 SHEREECE MILLETT CHAIRPERSON 10.00 X X 0 0 0 MARK MITCHELL VICE CHAIRPERSON AS OF 9/2023 2.00 X X 0 0 0 CYNTHIA FRANCISCO TREASURER 2.00 X X 0 0 0 RASHIDA EDMONDSON SECRETARY 2.00 X X 0 0 0 KAREN BENCALA TRUSTEE AS OF 9/2023 2.00 X 0 0 0 MIKE BOLOTIN TRUSTEE AS OF 9/2023 2.00 X 0 0 0 TOM CICATIELLO TRUSTEE 2.00 X 0 0 0 HAYES DAVIS TRUSTEE 2.00 X 0 0 0 MARISA DEMEO TRUSTEE 2.00 X 0 0 0 ANNE FOLEY TRUSTEE 2.00 X 0 0 0 SHELDON GAY TRUSTEE UNTIL 8/2024 2.00 X 0 0 0 RODNEY GLASGOW TRUSTEE 2.00 X 0 0 0 CARRIE GOUX TRUSTEE AS OF 9/2023 2.00 X 0 0 0 KATHLEEN MCCLELLAN TRUSTEE 2.00 X 0 0 0 ELIZABETH MELTZER TRUSTEE 2.00 X 0 0 0 KATIE MEYER TRUSTEE 2.00 X 0 0 0 ERICK MULLEN TRUSTEE UNTIL 8/2024 2.00 X 0 0 0 KERI PIESTER TRUSTEE UNTIL 8/2024 2.00 X 0 0 0 LAURYN SARGENT TRUSTEE AS OF 9/2023 2.00 X 0 0 0 KATHERINE SHEA TRUSTEE 2.00 X 0 0 0 JENNIFER STEWART TRUSTEE AS OF 9/2023 2.00 X 0 0 0 CHRISTOPHER GINTER DIR. OF FINANCE & OPERATIONS 50.00 X 147670 0 28357 COURTNEY BENSON ASSISTANT HEAD OF SCHOOL 40.00 X 145971 0 7284 JUSTIN MCLEAN DIRECTOR OF PRIMARY SCHOOL 40.00 X 140790 0 36515 DAWN SMITH DIRECTOR OF AUX SVCS 40.00 X 134774 0 9616 JOAN BUHRMAN DIRECTOR OF COMMUNICATIONS 40.00 X 128878 0 14477 NATHALIE SVIEDRYS DIRECTOR OF PRE PRIMARY SCHOOL 40.00 X 122383 0 14198 KAVAN YEE DIRECTOR OF MIDDLE SCHOOL 40.00 X 122209 0 43684 1277997 0 185570 11 0 1 0 KINCH CONSTRUCTION PO BOX 288 LOTHIAN MD 20711 CONSTRUCTION SERVICES 433021 JOFFE EMERGENCY SVCS PO BOX 7125 SANTA MONICA CA 90406 SECURITY SERVICES 184459 AMS 13300 MID ATLANTIC BLVD LAUREL MD 20708 MECHANICAL SERVICES 157064 NATURAL RESOURCES DESIGN 1009 SHEPHERD ST NE WASHINGTON DC 20017 LANDSCAPING SERVICES 155221 EDUCATIONAL TRAVEL ADVENTURES 4400 RT 9 SOUTH SUITE 1000 FREEHOLD NJ 07728 FIELD TRIP TRAVEL SERVICES 124150 5 160424 803075 88605 963499 TUITION AND FEES 900099 14888327 14888327 AUXILIARY PROGRAM FEES 900099 2713267 2713267 17601594 889945 889945 82350 0 82350 82350 82350 314602 122138 192464 192464 192464 68052 160424 105174 -37122 -37122 5700 0 5700 5700 MISCELLANEOUS 900099 52303 52303 INSURANCE CLAIM REVENUE 900099 9380 9380 61683 19760113 17601594 0 1195020 2740224 2740224 723758 257695 331348 134715 8919632 7390850 1373658 155124 413282 344396 61740 7146 776539 643333 115605 17601 741626 609186 108766 23674 115726 115726 215907 215907 62761 62761 574327 518281 40666 15380 121951 121951 135564 104549 28865 2150 1688 209 1479 371664 368351 3313 1173243 1173243 196567 196567 MAINTENANCE 885081 885081 TELEPHONE & UTILITIES 413791 391360 22431 MISCELLANEOUS 411075 217168 189802 4105 FIELD TRIPS 226246 226246 615828 413996 180997 20835 19836480 16037559 3413399 385522 3786798 794547 1992530 4440272 6808455 6802751 2743 2388 132118 205900 30530025 14223047 16944716 16306978 11591652 13835073 41259012 42387909 788976 915030 12679717 12680796 11639108 11645311 1275000 954000 26382801 26195137 X 10138524 10806783 4737687 5385989 14876211 16192772 41259012 42387909 -76367 1392928 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4982344 55 1143543 490863 5635079 4950782 6855 270027 245320 4982344 5627013 19515 -585653 110093 4950782 4951993 10250 774362 109592 5627013 4420626 25635 409235 -96497 4951993 0.05085 0.56224 0.38692 0 0 2095098 2095098 25519803 13053488 12466315 1608563 970958 637605 1306561 198601 1107960 16306978 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, 2024, 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 224911 160424 64487 64487 28267 12420 224911 160424 64487 64487 28267 12420 105174 -40687 1 FINANCIAL AID 97 2107455 TUITION REMISSION 24 537149 FINANCIAL AID - AUXILIARY SERVICES 39 95620 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 305322 0 0 0 30000 0 16193 0 15246 0 366761 0 0 0 JUSTIN MCLEAN DIRECTOR OF PRIMARY SCHOOL 140790 0 0 0 0 0 7021 0 29494 0 177305 0 0 0 CHRISTOPHER GINTER DIR. OF FINANCE & OPERATIONS 147670 0 0 0 0 0 9948 0 18409 0 176027 0 0 0 KAVAN YEE DIRECTOR OF MIDDLE SCHOOL 122209 0 0 0 0 0 9325 0 34359 0 165893 0 0 0 COURTNEY BENSON ASSISTANT HEAD OF SCHOOL 145971 0 0 0 0 0 7123 0 161 0 153255 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 4 23618 FMV X AUCTION ITEMS 100 64487 FMV X MISC IN-KIND DONATION 1 500 FMV 0 0 0 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. 1640 KALMIA ROAD NW 1640 KALMIA ROAD NW WASHINGTON DC 20012 521220544 PROPERTY MANAGEMENT DC 63000 1209138 LOWELL SCHOOL