2021-06-01T16:20:33-05:00 2020-08-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2019-09-01 521220544 LOWELL SCHOOL LOWE 2025772000 1640 KALMIA ROAD NW WASHINGTON DC 20012 DONNA LINDNER HEAD OF SCHOOL 2025772000 2021-06-01 1 FRANK H SMITH P00639053 2028224000 2021-05-18 2019 2022-09-23 18:48:47Z DONNA LINDNER 1640 KALMIA ROAD NW WASHINGTON DC 20012 17338092 0 X WWW.LOWELLSCHOOL.ORG X 1981 DC EDUCATIONAL PROGRAM SERVING PRE-KINDERGARTEN THROUGH 8TH GRADE CHILDREN. 26 24 241 251 0 0 837897 681777 14622277 13637081 568641 613594 102970 125355 16131785 15057807 2055505 2186709 0 0 9838957 9568387 0 0 350539 3931500 3625137 15825962 15380233 305823 -322426 38993284 39149255 25374034 25719394 13619250 13429861 X LOWELL SCHOOL (THE SCHOOL) PROVIDES EDUCATIONAL SERVICES TO APPROXIMATELY 350 CHILDREN 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 11988932 2186709 13637081 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. 11988932 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 94 0 1 241 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 24 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, EX-OFFICIO 60.00 X X 138073 0 10352 CHRISTOPHER GINTER DIR. OF FINANCE & OPERATION 50.00 X 129237 0 17309 JASON NOVAK PRIMARY SCHOOL DIRECTOR 50.00 X 117537 0 8849 KAVAN YEE MIDDLE SCHOOL DIRECTOR 50.00 X 114386 0 6933 SARAH HARDING DIRECTOR OF DEVELOPMENT 50.00 X 107556 0 49399 STEFANIA RUBINO PRE PRIMARY DIRECTOR 50.00 X 106136 0 10856 DAWN SMITH AUX SERVICES DIRECTOR 50.00 X 108490 0 7850 MARCIE BANE CHAIR OF THE BOARD 10.00 X X 0 0 0 LIZ STEINGLASS IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 TRACY BALLARD VICE-CHAIR 2.00 X X 0 0 0 HARRY BAINBRIDGE TREASURER 2.00 X X 0 0 0 KARI GALLAGHER SECRETARY 2.00 X X 0 0 0 AMY MAUSER ASSISTANT SECRETARY 2.00 X X 0 0 0 TILDY DAVIDSON TRUSTEE, EX-OFFICIO 2.00 X 0 0 0 ELAINE FITCH TRUSTEE 2.00 X 0 0 0 OLIVIER FLEURENCE TRUSTEE 2.00 X 0 0 0 CYNTHIA FRANCISCO TRUSTEE 2.00 X 0 0 0 BERNARD FULTON TRUSTEE 2.00 X 0 0 0 JAQUI DE GRAMONT TRUSTEE 2.00 X 0 0 0 LOUISE GREENSPAN TRUSTEE 2.00 X 0 0 0 CHRIS HART TRUSTEE 2.00 X 0 0 0 DAMIAN JONES TRUSTEE 2.00 X 0 0 0 KIM JONES TRUSTEE 2.00 X 0 0 0 MAUREEN MIESMER TRUSTEE 2.00 X 0 0 0 SHEREECE MILLET TRUSTEE 2.00 X 0 0 0 ERICK MULLEN TRUSTEE 2.00 X 0 0 0 JIONI PALMER TRUSTEE 2.00 X 0 0 0 TERESA PARK TRUSTEE 2.00 X 0 0 0 KERI PIESTER TRUSTEE 2.00 X 0 0 0 PETER PSAROMATIS TRUSTEE 2.00 X 0 0 0 JESS ROSENBAUM TRUSTEE 2.00 X 0 0 0 TODD WILSON TRUSTEE 2.00 X 0 0 0 821415 0 111548 7 0 1 0 KINCH CONSTRUCTION PO BOX 288 LOTHIAN MD 20711 CONSTRUCTION, IMPROV. & REPAIRS 194480 1 178833 502944 105805 681777 TUITION AND FEES 900099 12733857 12733857 AUXILIARY PROGRAM FEES 900099 903224 903224 13637081 471587 471587 2360642 2218635 142007 142007 142007 41438 178833 61650 -20212 -20212 4420 0 4420 4420 SUBLEASE INCOME 900099 69945 69945 INSURANCE CLAIM 900099 41635 41635 MISCELLANEOUS 900099 29567 29567 141147 15057807 13637081 0 738949 2186709 2186709 479676 125598 291279 62799 7566318 6040246 1326320 199752 411403 337477 62009 11917 463037 410939 51422 676 647953 526333 101653 19967 27979 27979 116731 116731 50541 50541 172338 137178 35147 13 77368 37708 39660 69431 44299 23358 1774 4935 4935 698014 221799 469128 7087 64619 64619 99927 22969 51718 25240 1090873 1090873 196598 196598 MAINTENANCE 368760 368760 MISCELLANEOUS 215960 119330 92707 3923 EDUCATIONAL EXPENSE 172816 172816 FACULTY & STAFF DEVEL. 79928 34087 45841 118319 42257 58671 17391 15380233 11988932 3040762 350539 287808 2296772 2344362 1760903 11963 952 6009435 5882443 146124 120885 30577257 12110276 19210254 18466981 9730068 10617819 1250770 0 2500 2500 38993284 39149255 434482 212924 10978949 10054225 12621203 12174406 658494 630404 0 1687900 680906 959535 25374034 25719394 X 9198624 8708872 4420626 4720989 13619250 13429861 38993284 39149255 -322426 133037 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4420626 25635 409235 -96497 4951993 4476156 15525 88014 159069 4420626 4182967 75539 309913 92263 4476156 3875800 86971 317208 97012 4182967 3720942 5710 238682 89534 3875800 0.04660 0.63150 0.32190 0 0 2095099 2095099 23496286 9139824 14356462 3433137 2715379 717758 1552735 255073 1297662 18466981 SECURITY DEPOSITS 5995 INTEREST RATE SWAP AGREEMENTS 953540 959535 X PART V, LINE 4: LOWELL SCHOOL WILL USE 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 JUNE 30, 2020, THERE ARE NO TAX EXAMINATIONS PENDING OR IN PROCESS. 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 220271 178833 41438 61650 220271 178833 41438 61650 61650 -20212 1 FINANCIAL AID 174 1735295 FMV TUITION TUTION REMISSION 25 451414 FMV TUITION 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 X 0 0 0 0 0 0 0 0 0 SARAH HARDING DIRECTOR OF DEVELOPMENT 107556 0 0 0 0 0 5569 0 43830 0 156955 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVES LONG TERM CARE PLAN BENEFITS. IT IS STATED IN THE HEAD OF SCHOOL'S EMPLOYMENT CONTRACT THAT LOWELL SCHOOL WILL REIMBURSE $3,000 EACH YEAR FOR AN ANNUAL CONTRIBUTION TO A LONG TERM CARE PLAN. A DISTRICT OF COLUMBIA 536001131 2013-04-01 15000000 RE-FINANCE REMAINING 1998 TAX EXEMPT BOND/FUND NEW CONSTRUCTION RENOVATIONS 0 0 0 A 15000000 328319 213919 14457762 2014 1 0 0 1 A 0 0 0 0 0 0 0 A 1 1 0 0 0 0 A 1 TASHA JACKSON-JONES SPOUSE OF DAMIAN JONES, TRUSTEE AT LOWELL 84833 TASHA JACKSON-JONES WAS COMPENSATED AS AN EMPLOYEE OF LOWELL. 0 X 7 63853 FMV X AUCTION ITEMS 170 41438 FMV X MISCELLANEOUS 4 514 FMV 0 0 0 PART I, COLUMN (B): THE SCHOOL REPORTS THE NUMBER OF CONTRIBUTIONS (IN AGGREGATE FROM A CONTRIBUTOR) IN PART I, COLUMN (B). 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 LOWELL SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FEDERAL FORM 990, FEDERAL FORM 1023, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 1626 KALMIA ROAD LLC 1640 KALMIA ROAD NW WASHINGTON DC 20012 521220544 TO MANAGE PROPERTY DC 58750 1209138 LOWELL SCHOOL