Civic Intelligence

Lotus Legal Clinic Inc

EIN 47-5156371 • 501(c)3 • Milwaukee, WI

Profile

LOTUS Legal Clinic invests in survivors of human trafficking and sexutal violence by innovatively blending comprehensive legal services, victims rights representation and therapeutic arts programming that results in survivor-driven justice, healing and systemic change.

Refreshing map…

130 W Bruce Street STE 450Milwaukee, WI 53204

www.lotuslegal.org

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.08x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.06x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

24%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$101,040

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

90th percentile

48%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

27%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$757,203

Up $246,563 (+48%) from 2023

Liabilities

Down

$62,151

Down $31,357 (-34%) from 2023

Net Assets

Up

$695,052

Up $277,920 (+67%) from 2023

Revenue

Up

$1,124,236

Up $239,961 (+27%) from 2023

Expenses

Up

$854,466

Up $3,032 (+0.4%) from 2023

Net Income

Up

$269,770

Up $236,929 (+721%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2016: $74,334Liabilities 2016: $02016Assets 2017: $8,041Liabilities 2017: $11,5812017Assets 2018: $225,634Liabilities 2018: $3,415Net Assets 2018: $222,2192018Assets 2019: $202,633Liabilities 2019: $43,516Net Assets 2019: $159,1172019Assets 2020: $288,779Liabilities 2020: $110,769Net Assets 2020: $178,0102020Assets 2021: $295,882Liabilities 2021: $33,646Net Assets 2021: $262,2362021Assets 2022: $460,996Liabilities 2022: $76,705Net Assets 2022: $384,2912022Assets 2023: $510,640Liabilities 2023: $93,508Net Assets 2023: $417,1322023Assets 2024: $757,203Liabilities 2024: $62,151Net Assets 2024: $695,0522024

Highlighted filing

2024

Assets$757,203
Liabilities$62,151
Net Assets$695,052

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $118,712Expenses 2016: $44,378Net Income 2016: $74,3342016Revenue 2017: $134,844Expenses 2017: $212,571Net Income 2017: -$77,7272017Revenue 2018: $521,979Expenses 2018: $296,220Net Income 2018: $225,7592018Revenue 2019: $519,083Expenses 2019: $575,603Net Income 2019: -$56,5202019Revenue 2020: $745,939Expenses 2020: $727,046Net Income 2020: $18,8932020Revenue 2021: $862,084Expenses 2021: $777,858Net Income 2021: $84,2262021Revenue 2022: $943,899Expenses 2022: $821,844Net Income 2022: $122,0552022Revenue 2023: $884,275Expenses 2023: $851,434Net Income 2023: $32,8412023Revenue 2024: $1,124,236Expenses 2024: $854,466Net Income 2024: $269,7702024

Highlighted filing

2024

Revenue$1,124,236
Expenses$854,466
Net Income$269,770

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,124,236
Mission and Program Overview

Mission

LOTUS Legal Clinic empowers survivors of sexual violence and trafficking, by providing direct, comprehensive legal services, advocacy and community education, and invest in survivors as change agents. The vision of the organization is to create a national model for restoring dignity, rights and survivors voices.

LOTUS Legal Clinic invests in survivors of human trafficking and sexutal violence by innovatively blending comprehensive legal services, victims rights representation and therapeutic arts programming.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$274,283$492,308▲ $218,025
Pledges and Grants Receivable$25,000$151,000▲ $126,000
Accounts Receivable$155,541$92,468▼ $63,073
Prepaid Expenses and Deferred Charges$3,959$4,577▲ $618
Total Assets$510,640$757,203▲ $246,563
Other Assets Total$51,857$16,850▼ $35,007
Liabilities
Accounts Payable and Accrued Expenses$46,418$50,076▲ $3,658
Other Liabilities$47,090$12,075▼ $35,015
Total Liabilities$93,508$62,151▼ $31,357
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$364,253$519,088▲ $154,835
Net Assets With Donor Restrictions$52,879$175,964▲ $123,085
Total Net Assets Fund Balance$417,132$695,052▲ $277,920
Total Liabilities and Net Assets / Fund Balance$510,640$757,203▲ $246,563
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erika J PettyExecutive DirectorFT$97,850$3,190$101,040

Board Members and Trustees

NameTitle
Kristen D HardyPresident
Jenny RichardsVice President
Alyson LippmanBoard Member
Jasmine ConwayBoard Member
TR EdwardsBoard Member
Yolanda YoungBoard Member
Rebecca DomnitzSecretary
Veronica HatchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,055,261
Program Service Revenue
$64,305
Investment Income
$306
Other Revenue
$4,364
All Other Contributions
$635,503
Change in Net Assets
$269,770

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,124,236
Revenue Not Reported on Form 990
$8,150
Total Revenue per Audited Statements
$1,132,386
Total Revenue per Form 990
$1,124,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$642,512
Other Expenses$207,954
Total Fundraising Expense$59,886
Grants and Similar Amounts Paid$4,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$380,885$22,658$18,707$422,250
Current Officers, Directors, Trustees, and Key Employees$44,676$43,436$10,968$99,080
Other Employee Benefits$3,728$47,420$11,404$62,552
Fees for Services Accounting-$46,765-$46,765
Payroll Taxes$29,743$8,031$2,591$40,365
Office Expenses$33,094$4,992$427$38,513
Occupancy$27,130$7,205$2,522$36,857
Fees for Services Other$18,935$9,031$5,000$32,966
Pension Plan Contributions$9,843$7,220$1,202$18,265
Other Expenses$10,152$679$2,038$12,869
Travel$10,080$157-$10,237
Insurance$5,200$1,194$362$6,756
Grants to Domestic Individuals$4,000--$4,000
Conferences and Meetings$3,481$155-$3,636
Information Technology$2,385$660$88$3,133
Advertising-$161$684$845
Total Functional Expenses$594,767$199,813$59,886$854,466

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$854,466
Total Expenses per Audited Statements$854,466
Total Expenses per Form 990$854,466
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$12,075
Operating Lease - Current Portion-
Operating Lease - Long-Term Portion-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The Executive Director and Board President and/or Treasurer review the 990 prior to filing

Form 990, Part VI, Section B, Line 12C

Annually the Board is required to complete a conflict of interest disclosure statement that outlines any potential conflicts

Form 990, Part VI, Section B, Line 15A

Board will meet to discuss compensation and approval of position

Form 990, Part VI, Section C, Line 19

Government documents, conflict of interest and financial statements are made available for public inspection upon request

Filing and Contact Details

Filer

Filer Name
Lotus Legal Clinic Inc
EIN
47-5156371
Phone
4148757085
Address
130 W Bruce Street STE 450, Milwaukee, WI 53204

Signing Officer

Name
Erika Petty
Title
Executive Director
Phone
4148757085
Signed
2025-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erika Petty
Formed
2015
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
9
Volunteers
11

Preparer

Firm
O'Leary & Anick
Address
13400 Bishops Lane Ste 120, Brookfield, WI 53005
Preparer
Richelle Kobza
Phone
4147740300
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IRS990/PayrollTaxesGrp/FundraisingAmt02591
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08031
IRS990/PayrollTaxesGrp/ProgramServicesAmt029743
IRS990/PayrollTaxesGrp/TotalAmt040365
IRS990/PensionPlanContributionsGrp/FundraisingAmt01202
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07220
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09843
IRS990/PensionPlanContributionsGrp/TotalAmt018265
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt025000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0151000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03959
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04577
IRS990/PrincipalOfficerNm0Erika Petty
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Program Income - Legal Services
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt064305
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt064305
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0876181
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt04000
IRS990/PYInvestmentIncomeAmt0322
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0189687
IRS990/PYOtherRevenueAmt03182
IRS990/PYProgramServiceRevenueAmt04590
IRS990/PYRevenuesLessExpensesAmt032841
IRS990/PYSalariesCompEmpBnftPaidAmt0657747
IRS990/PYTotalExpensesAmt0851434
IRS990/PYTotalRevenueAmt0884275
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0269770
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt064305
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01055261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0876181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0943605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0861921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0744698
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04481666
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0306
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0322
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0294
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0311
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01396
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt068895
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04364
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03182
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07546
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92760
IRS990ScheduleA/PublicSupportPY170Pct00.96580
IRS990ScheduleA/PublicSupportTotal170Amt04166328
IRS990ScheduleA/SubstantialContributorsTotAmt0315338
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01055261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0876181
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0943605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0861921
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0744698
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04481666
IRS990ScheduleA/TotalSupportAmt04491538
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0930
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0930
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt08150
IRS990ScheduleD/ExpensesSubtotalAmt0854466
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012075
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Operating Lease - Current Portion
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Operating Lease - Long-Term Portion
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt08150
IRS990ScheduleD/RevenueSubtotalAmt01124236
IRS990ScheduleD/TotalExpensesPerForm990Amt0854466
IRS990ScheduleD/TotalLiabilityAmt012075
IRS990ScheduleD/TotalRevenuePerForm990Amt01124236
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01132386
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0854466
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Director and Board President and/or Treasurer review the 990 prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually the Board is required to complete a conflict of interest disclosure statement that outlines any potential conflicts
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board will meet to discuss compensation and approval of position
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Government documents, conflict of interest and financial statements are made available for public inspection upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0510640
IRS990/TotalAssetsEOYAmt0757203
IRS990/TotalAssetsGrp/BOYAmt0510640
IRS990/TotalAssetsGrp/EOYAmt0757203
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01055261
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt059886
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0199813
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0594767
IRS990/TotalFunctionalExpensesGrp/TotalAmt0854466
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt093508
IRS990/TotalLiabilitiesEOYAmt062151
IRS990/TotalLiabilitiesGrp/BOYAmt093508
IRS990/TotalLiabilitiesGrp/EOYAmt062151

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