2017-01-11T13:36:04-06:00 2016-06-30 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2015-07-01 042693109 LOWELL PLAN INC LOWE 9784599899 660 SUFFOLK STREET NO 120 LOWELL MA 01854 JOHN POWER CO-CHAIR 9784599899 2017-01-11 1 RICHARD B DIONNE P00142882 9784522500 2017-01-09 2015 2021-01-29 14:40:06Z JOHN POWER 660 SUFFOLK STREET LOWELL MA 01854 536467 0 X WWW.LOWELLPLAN.ORG X 1980 MA 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. 40 40 2 0 0 0 291301 377194 86150 153714 5306 5559 0 0 382757 536467 0 0 0 0 180921 167196 0 0 0 508811 577655 689732 744851 -306975 -208384 1562382 1349389 25795 21186 1536587 1328203 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. 0 0 611583 153714 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. 611583 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 9 0 1 2 1 0 0 0 0 0 0 0 0 X 40 40 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MA X JAMES COOK 9784599899 660 SUFFOLK STREET SUITE 120 LOWELL MA 01854 X JOHN POWER CO-CHAIR 0.00 X X 0 0 0 GARY CAMPBELL CO-CHAIR 0.00 X X 0 0 0 EILEEN DONOGHUE VICE CHAIR 0.00 X X 0 0 0 MARK S COCHRAN TREASURER 0.00 X X 0 0 0 JACK CLANCY CLERK 0.00 X X 0 0 0 JAMES COOK EXECUTIVE DIRECTOR 0.00 X X 0 0 0 TERENCE F FLAHIVE DIRECTOR 0.00 X 0 0 0 DANIELLE MCFADDEN DIRECTOR 0.00 X 0 0 0 CELESTE BERNARDO DIRECTOR 0.00 X 0 0 0 TREVOR BLOOM DIRECTOR 0.00 X 0 0 0 WILLIAM SOUCY DIRECTOR 0.00 X 0 0 0 STEVEN JONCAS DIRECTOR 0.00 X 0 0 0 ROBERT F RIVERS DIRECTOR 0.00 X 0 0 0 NORMAND DESCHENE DIRECTOR 0.00 X 0 0 0 MICHAEL REILLY DIRECTOR 0.00 X 0 0 0 MARK O'NEIL DIRECTOR 0.00 X 0 0 0 LYDIA BLANCHARD DIRECTOR 0.00 X 0 0 0 KEVIN MURPHY DIRECTOR 0.00 X 0 0 0 JOHN HALEY DIRECTOR 0.00 X 0 0 0 JOHN CHEMALY DIRECTOR 0.00 X 0 0 0 JAMES L MILINAZZO DIRECTOR 0.00 X 0 0 0 BRIAN L CHAPMAN DIRECTOR 0.00 X 0 0 0 JAMES B HOGAN DIRECTOR 0.00 X 0 0 0 JAMES A SULLIVAN JR DIRECTOR 0.00 X 0 0 0 DR JAMES MABRY DIRECTOR 0.00 X 0 0 0 DIANE TRADD DIRECTOR 0.00 X 0 0 0 DAVID E WALLACE DIRECTOR 0.00 X 0 0 0 DALE S WEISS DIRECTOR 0.00 X 0 0 0 CAROLYN COX DIRECTOR 0.00 X 0 0 0 JACQUELINE MOLONEY DIRECTOR 0.00 X 0 0 0 JAMES CONWAY III DIRECTOR 0.00 X 0 0 0 DONALD BADARD DIRECTOR 0.00 X 0 0 0 DAVID GENDALL DIRECTOR 0.00 X 0 0 0 DAVE HELLER DIRECTOR 0.00 X 0 0 0 EDWARD KENNEDY DIRECTOR 0.00 X 0 0 0 JAMES LICHOULAS DIRECTOR 0.00 X 0 0 0 JAMES F LINNEHAN JR DIRECTOR 0.00 X 0 0 0 LEANNA MORAN DIRECTOR 0.00 X 0 0 0 TED PRATT DIRECTOR 0.00 X 0 0 0 SUSAN WEST LEVINE DIRECTOR 0.00 X 0 0 0 0 0 0 0 0 0 0 AECOM 250 APOLLO DR CHELMSFORD MA 01824 TROLLEY/CONSULTING/DESIGN 159735 1 184719 192475 377194 CITY MARKETING PROGRAM 900099 68100 68100 BREAKFAST TICKET SALES 900099 38550 38550 ST. PATRICKS DINNER 900099 24260 24260 PUBLIC MATTERS TUITION 900099 22804 22804 153714 5559 5559 536467 153714 0 5559 X 117609 81377 36232 12020 8138 3882 27959 20321 7638 9608 6505 3103 60000 45000 15000 9800 9800 438703 430875 7828 975 975 45841 4938 40903 1907 1907 4383 2592 1791 PROGRAM EXPENSES 11837 11837 CATERING 3725 3725 CONTRIBUTIONS EXPENSE 484 484 744851 611583 133268 0 270192 155980 1281304 1184249 4458 2120 9534 6778 4663 2756 1765 4284 1562382 1349389 25795 21186 25795 21186 X 42290 -2529 1494297 1330732 1536587 1328203 1562382 1349389 -208384 0 X 0 1 X 1 0 X 238505 479523 355479 291301 377194 1742002 238505 479523 355479 291301 377194 1742002 97078 1644924 30937 9219 5691 5306 5559 56712 1798714 341588 0.91450 0.82470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1595 691 904 7939 6087 1852 2756 X 536467 0 536467 0 536467 744851 0 744851 0 744851 PART X, LINE 2: 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. 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. DONALD BEDARD AND DAVID WALLACE HAVE A BUSINESS RELATIONSHIP AS DAVID IS THE PRESIDENT OF THE ORGANIZATION THAT DONALD WORKS FOR. 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 430,875. MANAGEMENT AND GENERAL EXPENSES 7,828. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 438,703.