Civic Intelligence

Lotus Foundation

990PF • Fiscal year 2023 • EIN 32-0373352

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

Organization Profile

Refreshing map…

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

(408) 348-3319

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-127%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

63rd percentile

$62,118

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 66.8% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

0.9%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,812,798

Up $521,599 (+16%) from 2022

Net Assets

Up

$3,812,798

Up $521,599 (+16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Up

$93,057

Up $873 (+0.9%) from 2022

Expenses

Down

$211,101

Down $5,685 (-2.6%) from 2022

Net Income

Up

-$118,044

Up $6,558 (+5.3%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th 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 2023: $3,812,798Liabilities 2023: $0Net Assets 2023: $3,812,7982023Assets 2024: $4,376,509Liabilities 2024: $0Net Assets 2024: $4,376,5092024

Highlighted filing

2023

Assets$3,812,798
Liabilities$0
Net Assets$3,812,798
Open 2023 Filing

Operations Trend

Revenue Growth41st 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 2023: $93,057Expenses 2023: $211,101Net Income 2023: -$118,0442023Revenue 2024: $106,955Expenses 2024: $205,858Net Income 2024: -$98,9032024

Highlighted filing

2023

Revenue$93,057
Expenses$211,101
Net Income-$118,044
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PARESH PATELTrusteePT$62,118-$62,118
PRAKASH PATELTrusteePT$62,118-$62,118
Filing and Contact Details

Filer

Filer Name
Lotus Foundation
EIN
32-0373352
Phone
4083483319
Address
6030 HELLYER AVE SUITE 150, SAN JOSE, CA 95138-1038

Signing Officer

Name
Paresh Patel
Title
Trustee
Phone
4083483319
Signed
2024-11-07

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
5108862937
Raw XML Appendix265 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/LegalFeesAmt025395
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01308
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON DEDUCTIBLE FEDERAL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0185
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0640951
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARKET FLUCTUATIONS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL TAXES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1PPP LOAN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt030057
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030057
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt030057
TaxesSchedule/TaxesDetail/Amt09985
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1DEPT. OF JUSTICE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt09985
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt150
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PARESH PATEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04083483319
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOTUS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOTU
ReturnHeader/Filer/EIN0320373352
ReturnHeader/Filer/PhoneNum04083483319
ReturnHeader/Filer/USAddress/AddressLine1Txt06030 HELLYER AVE SUITE 150
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0951381038
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-08T16:34:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,812,798
Liabilities
$0
Net assets
$3,812,798
Revenue
$93,057
Expenses
$211,101
Net income
-$118,044
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
2023Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.09$0.21$0.12
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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