Massachusetts · Nonprofit
Lowell Plan Inc
Lowell Plan Inc (Massachusetts) receives grants from 8 organizations whose IRS filings report $361,750 to it, the largest being DEMOULAS FOUNDATION ($125,000). 7 of them have funded it in more than one year.
- Revenue FY2025
- $423k
- Funders on record
- 8
- Grants received
- $362k
- Net assets
- $2.2M
What Lowell Plan Inc does
Mission
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.
As stated on its FY2025 Form 990.
Program
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.
$357,060 spent$136,273 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $357,060.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $1.5M to $2.2M (+47%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2017 9% · 2018 6% · 2019 3% · 2020 2% · 2021 17%. Grants only. Government contracts and fees sit inside program revenue.
54% of Lowell Plan Inc’s revenue is contributions — about as donation-reliant as the typical peer (62% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Allison Lamey
Executive Director
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 1 funder to 7 funders, grant income rose $8k → $83k.
Left out of every figure on this page: $225k from 3 payers (the payer shares this organization's board, largest Jeanne D'Arc Credit Union). These are real filings, and they are not money Lowell Plan Inc raised.
From the IRS filings of Lowell Plan Inc’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
Lowell Plan Inc leans on a few funders — its largest provides 35% of grant income and the top three 77%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
Largest funder’s share by year: 2017 100% · 2018 100% · 2020 36% · 2021 42% · 2022 33% · 2023 33% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
80% of Lowell Plan Inc's funders are still giving 3 years after their first grant; 88% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
92% of Lowell Plan Inc's grant income comes from Massachusetts funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
Lowell Plan Inc holds deeper cash reserves than three-quarters of the 7,175 community improvement nonprofits its size.
this organization peer median middle 50% of peers· 7,175 community improvement nonprofits $100k–$1M, FY2025
Government funding Lowell Plan Inc receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $84k on record.
- Department of the Interior$84k
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like Lowell Plan Inc
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Massachusetts
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
78% of spending goes to programs.
Governance
Public support
66%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for Lowell Plan Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds Lowell Plan Inc?
- Lowell Plan Inc (Massachusetts) receives grants from 8 organizations whose IRS filings report $361,750 to it, the largest being DEMOULAS FOUNDATION ($125,000). 7 of them have funded it in more than one year.
- How many funders does Lowell Plan Inc have?
- IRS filings report 8 organizations giving $361,750 in grants to Lowell Plan Inc, 7 of which have funded it in more than one year.
- Who is the largest funder of Lowell Plan Inc?
- DEMOULAS FOUNDATION is the largest funder on record, with $125,000 in grants. The full list of funders is on this page.
- How can an organization like Lowell Plan Inc find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Lowell Plan →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 8 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing