Civic Intelligence

Lotus Creek Foundation

990PF • Fiscal year 2017 • EIN 45-5579746

May 01, 2016 to Apr 30, 2017 • Filed on Sep 13, 2017

2035 Louise LnLos Altos, CA 94024

(408) 480-0010

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-320%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$179,841

Down $21,219 (-11%) from 2016

Net Assets

Down

$179,841

Down $20,580 (-10%) from 2016

Liabilities

Down

$0

Down $639 (-100%) from 2016

Revenue

Down

$6,440

Down $47,419 (-88%) from 2016

Expenses

Up

$27,020

Up $3,631 (+16%) from 2016

Net Income

Down

-$20,580

Down $51,050 (-168%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $210,138Liabilities 2013: $18,863Net Assets 2013: $191,2752013Assets 2014: $187,037Liabilities 2014: $3,952Net Assets 2014: $183,0852014Assets 2015: $172,317Liabilities 2015: $2,566Net Assets 2015: $169,7512015Assets 2016: $201,060Liabilities 2016: $639Net Assets 2016: $200,4212016Assets 2017: $179,841Liabilities 2017: $0Net Assets 2017: $179,8412017Assets 2018: $169,452Liabilities 2018: $0Net Assets 2018: $169,4522018Assets 2019: $165,508Liabilities 2019: $162Net Assets 2019: $165,3462019Assets 2020: $170,653Liabilities 2020: $5,691Net Assets 2020: $164,9622020Assets 2021: $165,125Liabilities 2021: $1,655Net Assets 2021: $163,4702021Assets 2022: $160,058Liabilities 2022: $150Net Assets 2022: $159,9082022Assets 2023: $157,717Liabilities 2023: $150Net Assets 2023: $157,5672023Assets 2024: $166,068Liabilities 2024: $150Net Assets 2024: $165,9182024

Highlighted filing

2017

Assets$179,841
Liabilities$0
Net Assets$179,841

Operations Trend

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

$60K$40K$20K$0-$20K-$40KExpenses 2013: $24,3192013Revenue 2014: $15,360Expenses 2014: $23,550Net Income 2014: -$8,1902014Revenue 2015: $16,058Expenses 2015: $29,392Net Income 2015: -$13,3342015Revenue 2016: $53,859Expenses 2016: $23,389Net Income 2016: $30,4702016Revenue 2017: $6,440Expenses 2017: $27,020Net Income 2017: -$20,5802017Revenue 2018: $15,190Expenses 2018: $25,579Net Income 2018: -$10,3892018Revenue 2019: $18,600Expenses 2019: $22,706Net Income 2019: -$4,1062019Revenue 2020: $19,800Expenses 2020: $20,184Net Income 2020: -$3842020Revenue 2021: $20,400Expenses 2021: $21,892Net Income 2021: -$1,4922021Revenue 2022: $17,750Expenses 2022: $21,312Net Income 2022: -$3,5622022Revenue 2023: $19,466Expenses 2023: $23,001Net Income 2023: -$3,5352023Revenue 2024: $29,120Expenses 2024: $20,769Net Income 2024: $8,3512024

Highlighted filing

2017

Revenue$6,440
Expenses$27,020
Net Income-$20,580
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Sep 13, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM ZHAOPresident & CEO-$0--
YING LIUCFO-$0--
Filing and Contact Details

Filer

Filer Name
Lotus Creek Foundation
EIN
45-5579746
Phone
4084800010
Address
2035 LOUISE LN, LOS ALTOS, CA 94024

Signing Officer

Name
Ying Liu
Title
CFO
Signed
2017-09-13
Discuss with paid preparer
Yes

Preparer

Firm
Win Tax Services Inc
Address
1899 Concourse Dr, San Jose, CA 95131
Preparer
Wenhong Xu
Phone
4086093068
Raw XML Appendix303 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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LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt24336
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt06378
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt12523
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt2147
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt03640
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03640
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03640
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ADVANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01107
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0273
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt155
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2205
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3290
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4807
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AUTO EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TELEPHONE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5UTILITY EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0273
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt155
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2205
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3290
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4807
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04676
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0273
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2205
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34676
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4290
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5807
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0122
TaxesSchedule/TaxesDetail/Amt0122
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0122
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0YING LIU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOTUS CREEK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOTU
ReturnHeader/Filer/EIN0455579746
ReturnHeader/Filer/PhoneNum04084800010
ReturnHeader/Filer/USAddress/AddressLine1Txt02035 LOUISE LN
ReturnHeader/Filer/USAddress/CityNm0LOS ALTOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Win Tax Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01899 Concourse Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095131
ReturnHeader/PreparerPersonGrp/PhoneNum04086093068
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wenhong Xu
ReturnHeader/ReturnTs02017-09-13T10:58:55-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.29$0.21$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.19$0.23$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.18$0.21$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.02$1.63$0.20$0.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.06$1.65$0.20$0.20$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.65$0.19$0.23$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.15$0.26$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.06$0.27$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.01$2.00$0.54$0.23$0.30
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.03$1.70$0.16$0.29$0.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.04$1.83$0.15$0.24$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.10$0.19$1.91$0.24