Civic Intelligence

The Lotta Foundation Inc

EIN 47-2142454 • 501(c)3 • Huntersville, NC

Profile

The lotta foundation is dedicated to reducing the negative impact poverty and illness brings to adults and children in the local community surrounding charlotte and lake norman north carolina

12902 Blakemore AvenueHuntersville, NC 28078

lottafoundation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-86%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,572 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $1,572 (-100%) from 2020

Operations
Liabilities / Revenue61st percentileNet Margin87th percentile

Revenue

Down

$1,379

Down $8,670 (-86%) from 2020

Expenses

Down

$807

Down $15,769 (-95%) from 2020

Net Income

Up

$572

Up $7,099 (+109%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10K$5.0K$0Assets 2018: $8,906Liabilities 2018: $0Net Assets 2018: $8,9062018Assets 2019: $8,099Liabilities 2019: $0Net Assets 2019: $8,0992019Assets 2020: $1,572Liabilities 2020: $0Net Assets 2020: $1,5722020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2018: $16,240Expenses 2018: $42,372Net Income 2018: -$26,1322018Revenue 2019: $24,386Expenses 2019: $25,193Net Income 2019: -$8072019Revenue 2020: $10,049Expenses 2020: $16,576Net Income 2020: -$6,5272020Revenue 2021: $1,379Expenses 2021: $807Net Income 2021: $5722021

Highlighted filing

2021

Revenue$1,379
Expenses$807
Net Income$572
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,379
Expenses
$807
Net income
$572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.38$0.81$0.57
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$10.0$16.6$6.53
2019Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$24.4$25.2$0.81
2018Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$16.2$42.4$26.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Gross Receipts
$1,379
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
NO NOTEWORTHY ACCOMPLISHMENTS IN 2021.THE BOARD OF DIRECTORS DECIDED TO DISSOLVE THE ORGANIZATION DUE TO COVID-19 AND ITS NEGATIVE IMPACT ON THE ABILITY TO DELIVER ON THE MISSION.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEAN BARTOLOTTAChairperson-$0--
CHRISTINA BARTOLOTTAVice-Chairperson-$0--
MATT SWANSONDirector-$0--
MIKE FERRETTIDirector-$0--
VICKIE STEVENSSecretary-$0--
JAY NEALDirector-$0--
JENNIFER STOOPSDirector-$0--
JUSTIN WERBISKISDirector-$0--
SHELLEY JOHNSONDirector-$0--
ERIKA ERLENBACHDirector-$0--
NELSON BYNUMDirector-$0--
SETH MOLIVERDirector-$0--
COURTNEY MCCARTHYDirector-$0--
SHAYNA INMANDirector-$0--
TY NIBLACKTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Lotta Foundation Inc
EIN
47-2142454
Address
12902 BLAKEMORE AVENUE, Huntersville, NC 28078

Signing Officer

Name
Sean Bartolotta
Title
Chairperson
Phone
7048779058
Signed
2022-05-12
Discuss with paid preparer
No

Preparer

Firm
Concelium LLC
Address
7906 Black Cherry Ct, Harrisburg, NC 28075
Preparer
Amy Clay
Phone
7049330201
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBANK CHARGES AND FEES 36OFFICE SUPPLIES AND SOFTTWARE 15UTILITIES 39”

Other changes in net assets or fund balances Part I line 20

“Description AmountCLOSING BANK ACCT FOR DISSOLUTION (1,977)”

Other program services Part III line 31

“No noteworthy accomplishments in 2021.the board of directors decided to dissolve the organization due to covid-19 and its negative impact on the ability to deliver on the mission.”

Part III response or note to any other line in Part III

“Primary exempt purpose - the lotta foundation is dedicated to reducing the negative impact poverty and illness brings to adults and children in the local community surrounding charlotte and lake norman north carolina”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBANK CHARGES AND FEES 36OFFICE SUPPLIES AND SOFTTWARE 15UTILITIES 39
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCLOSING BANK ACCT FOR DISSOLUTION (1,977)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO NOTEWORTHY ACCOMPLISHMENTS IN 2021.THE BOARD OF DIRECTORS DECIDED TO DISSOLVE THE ORGANIZATION DUE TO COVID-19 AND ITS NEGATIVE IMPACT ON THE ABILITY TO DELIVER ON THE MISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIMARY EXEMPT PURPOSE - THE LOTTA FOUNDATION IS DEDICATED TO REDUCING THE NEGATIVE IMPACT POVERTY AND ILLNESS BRINGS TO ADULTS AND CHILDREN IN THE LOCAL COMMUNITY SURROUNDING CHARLOTTE AND LAKE NORMAN NORTH CAROLINA
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part III response or note to any other line in Part III
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ReturnHeader/ReturnTs02022-05-16T08:08:37-04:00
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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