Civic Intelligence

Lotus Foundation

990PF • Fiscal year 2021 • EIN 32-0373352

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization Profile

Refreshing map…

6030 Hellyer Ave Suite 150San Jose, CA 95138-1038

(408) 912-5118

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

89th percentile

64%

Higher net margin than 89% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

63rd percentile

$60,000

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

60th percentile

11%

Faster asset growth than 60% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

442%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,242,025

Up $431,027 (+11%) from 2020

Net Assets

Up

$4,242,025

Up $456,027 (+12%) from 2020

Liabilities

Down

$0

Down $25,000 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin89th percentile

Revenue

Up

$581,876

Up $474,487 (+442%) from 2020

Expenses

Up

$208,957

Up $44,637 (+27%) from 2020

Net Income

Up

$372,919

Up $429,850 (+755%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2014: $3,754,887Liabilities 2014: $0Net Assets 2014: $3,754,8872014Assets 2015: $3,679,232Liabilities 2015: $0Net Assets 2015: $3,679,2322015Assets 2016: $3,530,079Liabilities 2016: $0Net Assets 2016: $3,530,0792016Assets 2017: $3,329,962Liabilities 2017: $0Net Assets 2017: $3,329,9622017Assets 2018: $3,101,032Liabilities 2018: $0Net Assets 2018: $3,101,0322018Assets 2019: $3,319,434Liabilities 2019: $354Net Assets 2019: $3,319,0802019Assets 2020: $3,810,998Liabilities 2020: $25,000Net Assets 2020: $3,785,9982020Assets 2021: $4,242,025Liabilities 2021: $0Net Assets 2021: $4,242,0252021Assets 2022: $3,291,199Liabilities 2022: $0Net Assets 2022: $3,291,1992022Assets 2024: $4,376,509Liabilities 2024: $0Net Assets 2024: $4,376,5092024

Highlighted filing

2021

Assets$4,242,025
Liabilities$0
Net Assets$4,242,025
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2014: $119,744Expenses 2014: $199,850Net Income 2014: -$80,1062014Revenue 2015: $138,745Expenses 2015: $214,400Net Income 2015: -$75,6552015Revenue 2016: $73,880Expenses 2016: $223,033Net Income 2016: -$149,1532016Revenue 2017: $38,051Expenses 2017: $238,168Net Income 2017: -$200,1172017Revenue 2018: $5,344Expenses 2018: $234,274Net Income 2018: -$228,9302018Revenue 2019: $64,865Expenses 2019: $172,165Net Income 2019: -$107,3002019Revenue 2020: $107,389Expenses 2020: $164,320Net Income 2020: -$56,9312020Revenue 2021: $581,876Expenses 2021: $208,957Net Income 2021: $372,9192021Revenue 2022: $92,184Expenses 2022: $216,786Net Income 2022: -$124,6022022Revenue 2024: $106,955Expenses 2024: $205,858Net Income 2024: -$98,9032024

Highlighted filing

2021

Revenue$581,876
Expenses$208,957
Net Income$372,919
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PARESH PATELTrustee-$60,000-$60,000
PRAKASH PATELTrustee-$60,000-$60,000
Filing and Contact Details

Filer

Filer Name
Lotus Foundation
EIN
32-0373352
Phone
4089125118
Address
6030 HELLYER AVE SUITE 150, SAN JOSE, CA 95138-1038

Signing Officer

Name
Paresh Patel
Title
Trustee
Phone
4089125118
Signed
2022-11-09

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
5108862937
Raw XML Appendix272 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08391
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01165
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON DEDUCTIBLE FEDERAL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0116
OtherIncreasesSchedule/OtherIncreasesDetail/Amt084273
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ASSET FLUCTUATIONS/APPRECIATION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt025000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL TAXES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1PPP LOAN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt029895
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt029895
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER PROF. FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt029895
TaxesSchedule/TaxesDetail/Amt010620
TaxesSchedule/TaxesDetail/Amt12640
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL SERVICE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PARESH PATEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04089125118
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOTUS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOTU
ReturnHeader/Filer/EIN0320373352
ReturnHeader/Filer/PhoneNum04089125118
ReturnHeader/Filer/USAddress/AddressLine1Txt06030 HELLYER AVE SUITE 150
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0951381038
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823783607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum05108862937
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T16:34:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PARESH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PATEL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,242,025
Liabilities
$0
Net assets
$4,242,025
Revenue
$581,876
Expenses
$208,957
Net income
$372,919
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.11$0.21$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.09$0.22$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.58$0.21$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$0.03$3.79$0.11$0.16$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.06$0.17$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$0.01$0.23$0.23
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.04$0.24$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.07$0.22$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.14$0.21$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.12$0.20$0.08