Lowell Whiteman School

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Private college preparation boarding and day School for approximately 60 students.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 84-0469317) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
$250K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $609K a year · 10% of revenue · last 6 filings
A surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
90%
of spending
90% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$250K
to officers and key staff · 3% of spending
Pay to officers and key staff is 3% of spending.
Part VII, Section A
6.0 mo
of spending, in cash
Plus $4.2M in investments, Pt X · Ln 11–13
6.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $244K
8 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$11.1M
48% of total assets
Liabilities are 48% of assets.
Pt X · Ln 26
Independent board members
15
of 15 voting members
15 of 15 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$8.0M
-1% vs prior year
Spent
$8.2M
To programs
90%
Net assets
$11.8M
By yearFY2020–FY2025
Revenue
$8.0M
FY2025▼ -1%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.3M
FY2021$4.8M
FY2022$6.6M
FY2023$7.2M
FY2024$8.1M
FY2025$8.0M
Expenses
$8.2M
FY2025▲ +12%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.0M
FY2021$4.3M
FY2022$5.3M
FY2023$6.3M
FY2024$7.3M
FY2025$8.2M
Net assets
$11.8M
FY2025▼ -1%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.4M
FY2021$9.5M
FY2022$10.1M
FY2023$11.1M
FY2024$11.9M
FY2025$11.8M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1958.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $7.3M Management & general 4% · $365K Fundraising 6% · $482K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $250K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Head of School
$250,000Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022
Samantha C Donnel$250,000$250,000$189,288$180,000
Andy Weynand—$115,000——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Lowell Whiteman School executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates about 60 students in a private college preparatory boarding and day school.

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1 program · $7.3M · in their own filed words · FY2024
01

Provided education for approximately 180 boarding and day students for grades k-12.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 84-0469317) · Dispute this line
$7.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 8 funders →
Grants paid · 1 grant · $1.1M · 2023–2023
Unitemized GrantFY2023$1,094,578

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$8.0M
Ln 12
Fees for servicesLn 2g$6.8M
Gifts and grantsLn 1h$771K
Investment incomeLn 3$308K
Money outPt IX
$8.2M
Ln 25
Programscol B$7.3M
Managementcol C$365K
Fundraisingcol D$482K
Owns and owesPt X
$11.8M
net assets · Ln 32
Cash and savingsLn 1–2$4.1M
Total assetsLn 16$22.9M
LiabilitiesLn 26$11.1M
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$771K
Fees for servicesLn 2g$6.8M
Investment incomeLn 3$308K
Other incomeLn 4–11$71K
Gains on assetsLn 7$55K
Total revenueLn 12$8.0M
Assets in detailPt X, end of year
CashLn 1$246K
SavingsLn 2$3.8M
Cash and savings togetherLn 1–2$4.1M
Accounts receivableLn 4$1.7M
Prepaid expenses and deferred chargesLn 9$98K
Land, buildings, equipmentLn 10c$12.8M
InvestmentsLn 11–13$4.2M
Other assetsLn 15$7K
Total assetsLn 16$22.9M
LiabilitiesLn 26$11.1M
Net assetsLn 32$11.8M
OperationsPt I, VI
EmployeesI 533
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY25FY24FY23FY22FY21
End of yearLn 1g$3.1M$3.0M$1.7M$1.7M$1.8M
AddedLn 1b$1.0M$15K$118K
SpentLn 1d–1f$109K$86K$88K$60K$66K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$4.7M$4.1M
InvestmentsLn 11–13$3.6M$4.2M
Land, buildings, equipmentLn 10c$10.5M$12.8M
Total assetsLn 16$21.0M$22.9M
LiabilitiesLn 26$9.1M$11.1M
Net assetsLn 32$11.9M$11.8M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.3M$1.3M
Pay of officers and key staff (Part IX, line 5)Ln 5$250K$125K$62K$62K
Other salaries and wagesLn 7$2.9M$2.6M$139K$179K
Pension plan contributionsLn 8$83K$71K$5K$7K
Other employee benefitsLn 9$418K$358K$26K$33K
Payroll taxesLn 10$257K$220K$16K$20K
Legal feesLn 11b$6K$6K
Accounting feesLn 11c$44K$44K
Other fees for servicesLn 11g$23K$23K
Advertising and promotionLn 12$126K$105K$8K$13K
Office expensesLn 13$12K$11K$780$978
Information technologyLn 14$123K$123K
OccupancyLn 16$463K$463K
TravelLn 17$11K$11K
InterestLn 20$234K$234K
Depreciation, depletion and amortizationLn 22$541K$464K$34K$43K
InsuranceLn 23$173K$171K$1K
Other expenses (24a–d)Ln 24$831K$807K$11K$13K
All other expensesLn 24e$356K$234K$11K$111K
Total functional expensesLn 25$8.2M$7.3M$365K$482K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Jan 12, 2026 $8.0M$8.2M−$179K$11.8M 990 PDF
FY2024Filed with the IRS Mar 12, 2025 $8.1M$7.3M$772K$11.9M 990 PDF
FY2023Filed with the IRS Dec 12, 2023 $7.2M$6.3M$960K$11.1M 990 PDF
FY2022Filed with the IRS Feb 6, 2023 $6.6M$5.3M$1.3M$10.1M 990 PDF
FY2021Filed with the IRS Feb 15, 2022 $4.8M$4.3M$499K$9.5M 990 PDF
FY2020Filed with the IRS Feb 19, 2021 $3.3M$3.0M$331K$6.4M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants J · Pay O · Explanations
See the full FY2025 990
Part I · Summary $7,976,943 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $874,031$771,366
I-9 Program service revenuePrior year $6,759,584$6,826,208
I-10 Investment incomePrior year $431,768$362,864
I-11 Other revenuePrior year $6,709$16,505
I-12 Total revenuePrior year $8,072,092$7,976,943
I-13 Grants and similar amounts paidPrior year $1,094,578$1,325,525
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,457,270$3,887,574
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $2,748,565$2,942,547
I-18 Total expensesPrior year $7,300,413$8,155,646
I-19 Revenue less expensesPrior year $771,679−$178,703
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,976,943 across 8 lines filed
VIII-1f All other contributions, gifts and grants$771,366
VIII-1h Total contributions, gifts and grants$771,366
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,826,208$6,826,208
VIII-3 Investment incomeRelated to mission $308,118$308,118
VIII-6 Net rental income or lossRelated to mission $16,505$16,505
VIII-7 Net gain or loss on sales of assetsRelated to mission $54,746$54,746
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $7,205,577 · Unrelated business $0 · Excluded from tax $0$7,976,943
Part IX · Statement of functional expenses $8,155,646 across 19 lines filed
IX-2 Grants to domestic individualsPrograms $1,325,525$1,325,525
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $125,000 · Management $62,500 · Fundraising $62,500$250,000
IX-7 Other salaries and wagesPrograms $2,562,568 · Management $139,000 · Fundraising $179,122$2,880,690
IX-8 Pension plan contributionsPrograms $70,909 · Management $5,207 · Fundraising $6,529$82,645
IX-9 Other employee benefitsPrograms $358,298 · Management $26,308 · Fundraising $32,990$417,596
IX-10 Payroll taxesPrograms $220,199 · Management $16,169 · Fundraising $20,275$256,643
IX-11b Legal feesManagement $5,716$5,716
IX-11c Accounting feesManagement $44,256$44,256
IX-11g Other fees for servicesPrograms $22,667$22,667
IX-12 Advertising and promotionPrograms $105,052 · Management $7,714 · Fundraising $12,873$125,639
IX-13 Office expensesPrograms $10,618 · Management $780 · Fundraising $978$12,376
IX-14 Information technologyPrograms $123,003$123,003
IX-16 OccupancyPrograms $463,484$463,484
IX-17 TravelPrograms $11,216$11,216
IX-20 InterestPrograms $234,056$234,056
IX-22 Depreciation, depletion and amortizationPrograms $463,886 · Management $34,062 · Fundraising $42,712$540,660
IX-23 InsurancePrograms $171,238 · Management $1,288$172,526
IX-24 Other expenses (24a–d)Programs $806,846 · Management $10,735 · Fundraising $13,462$831,043
IX-24e All other expensesPrograms $234,293 · Management $10,901 · Fundraising $110,711$355,905
IX-25 Total functional expensesPrograms $7,308,858 · Management $364,636 · Fundraising $482,152$8,155,646
Part X · Balance sheet $22,891,428 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $242,901$246,187
X-2 Savings and temporary cash investmentsStart of year $4,450,670$3,810,551
X-4 Accounts receivableStart of year $1,138,782$1,722,221
X-9 Prepaid expenses and deferred chargesStart of year $85,177$98,408
X-10c Land, buildings and equipment, netStart of year $10,474,392$12,757,253
X-11 Publicly traded securitiesStart of year $3,595,769$4,249,805
X-15 Other assetsStart of year $1,030,971$7,003
X-16 Total assetsStart of year $21,018,662$22,891,428
X-17 Accounts payable and accrued expensesStart of year $693,602$316,423
X-19 Deferred revenueStart of year $4,813,300$5,517,953
X-23 Secured mortgages and notes payableStart of year $3,583,777$5,258,303
X-26 Total liabilitiesStart of year $9,090,679$11,092,679
X-27 Net assets without donor restrictionsStart of year $9,198,906$9,075,562
X-28 Net assets with donor restrictionsStart of year $2,729,077$2,723,187
X-32 Total net assets or fund balancesStart of year $11,927,983$11,798,749
X-33 Total liabilities and net assetsStart of year $21,018,662$22,891,428
Part XI · Reconciliation of net assets $11,798,749 net assets at year end
XI-1 Total revenue$7,976,943
XI-2 Total expenses$8,155,646
XI-3 Revenue less expenses−$178,703
XI-4 Net assets at start of year$11,927,983
XI-5 Net unrealized gains (losses) on investments$81,111
XI-7 Investment expenses−$31,642
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$11,798,749

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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