Civic Intelligence

Lotus Outreach

990 • Fiscal year 2014 • EIN 80-0013909

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

403 Beach DriveAptos, CA 95003

(888) 831-9990

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

62nd percentile

7.7%

Higher net margin than 62% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

63rd percentile

$45,118

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

82nd percentile

26%

Faster asset growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$223,023

Up $46,323 (+26%) from 2013

Net Assets

Up

$221,099

Up $46,477 (+27%) from 2013

Liabilities

Down

$1,924

Down $154 (-7.4%) from 2013

Revenue

Up

$579,526

Up $95,766 (+20%) from 2013

Expenses

Down

$534,614

Down $52,013 (-8.9%) from 2013

Net Income

Up

$44,912

Up $147,779 (+144%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $395,935Liabilities 2011: $22,266Net Assets 2011: $373,6692011Assets 2012: $278,945Liabilities 2012: $1,456Net Assets 2012: $277,4892012Assets 2013: $176,700Liabilities 2013: $2,078Net Assets 2013: $174,6222013Assets 2014: $223,023Liabilities 2014: $1,924Net Assets 2014: $221,0992014Assets 2015: $107,326Liabilities 2015: $0Net Assets 2015: $107,3262015Assets 2016: $324,815Liabilities 2016: $12,742Net Assets 2016: $312,0732016Assets 2017: $277,183Liabilities 2017: $23,565Net Assets 2017: $253,6182017Assets 2018: $246,757Liabilities 2018: $27,330Net Assets 2018: $219,4272018Assets 2019: $283,267Liabilities 2019: $21Net Assets 2019: $283,2462019Assets 2020: $289,181Liabilities 2020: $203Net Assets 2020: $288,9782020Assets 2021: $324,822Liabilities 2021: $9,128Net Assets 2021: $315,6942021Assets 2022: $410,528Liabilities 2022: $198Net Assets 2022: $410,3302022Assets 2023: $301,195Liabilities 2023: $722Net Assets 2023: $300,4732023Assets 2024: $238,583Liabilities 2024: $1,417Net Assets 2024: $237,1662024

Highlighted filing

2014

Assets$223,023
Liabilities$1,924
Net Assets$221,099

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $614,760Expenses 2011: $494,858Net Income 2011: $119,9022011Revenue 2012: $579,608Expenses 2012: $675,788Net Income 2012: -$96,1802012Revenue 2013: $483,760Expenses 2013: $586,627Net Income 2013: -$102,8672013Revenue 2014: $579,526Expenses 2014: $534,614Net Income 2014: $44,9122014Revenue 2015: $350,584Expenses 2015: $454,220Net Income 2015: -$103,6362015Revenue 2016: $664,691Expenses 2016: $459,944Net Income 2016: $204,7472016Revenue 2017: $447,107Expenses 2017: $475,477Net Income 2017: -$28,3702017Revenue 2018: $411,524Expenses 2018: $445,715Net Income 2018: -$34,1912018Revenue 2019: $535,527Expenses 2019: $481,129Net Income 2019: $54,3982019Revenue 2020: $519,944Expenses 2020: $514,212Net Income 2020: $5,7322020Revenue 2021: $762,285Expenses 2021: $735,569Net Income 2021: $26,7162021Revenue 2022: $966,890Expenses 2022: $872,254Net Income 2022: $94,6362022Revenue 2023: $775,429Expenses 2023: $885,286Net Income 2023: -$109,8572023Revenue 2024: $745,666Expenses 2024: $808,973Net Income 2024: -$63,3072024

Highlighted filing

2014

Revenue$579,526
Expenses$534,614
Net Income$44,912
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$579,526
Mission and Program Overview

Mission

LOTUS OUTREACH IS DEDICATED TO ENSURING THE EDUCATION, HEALTH, AND SAFETY OF AT-RISK WOMEN AND CHILDREN IN THE THIRD WORLD. LOTUS OUTREACH Achieves ITS MISSION BY SUPPORTING THE DEVELOPMENT OF EFFECTIVE GRASSROOTS PROJECTS IN VULNERABLE COMMUNITIES IN INDIA AND CAMBODIA.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$134,361$130,031▼ $4,330
Savings and Temporary Cash Investments-$68,694-
Accounts Receivable$36,992$24,298▼ $12,694
Investments in Publicly Traded Securities$5,364$0▼ $5,364
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$176,717$223,023▲ $46,306
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$530$1,924▲ $1,394
Total Liabilities$530$1,924▲ $1,394
Net Assets / Fund Balance
Unrestricted Net Assets$80,258$198,227▲ $117,969
Temporarily Rstr Net Assets$95,929$22,872▼ $73,057
Total Net Assets Fund Balance$176,187$221,099▲ $44,912
Total Liabilities and Net Assets / Fund Balance$176,717$223,023▲ $46,306
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elise De GrandeFormer Executive DirectorFT$42,868$2,250$45,118

Board Members and Trustees

NameTitle
Khyentse NorbuChairman
Patricia WaltcherPresident
Penelope TreeVice President
Agam PatelDirector
Ann MerliniDirector
Anna HarperDirector
Germaine HostonDirector
Jody LippmanDirector
Julie ChenderDirector
Ed MalleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$577,911
Program Service Revenue
$0
Investment Income
$38
Other Revenue
$1,577
All Other Contributions
$577,911
Change in Net Assets
$44,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$348,068
Other Expenses$100,725
Total Fundraising Expense$87,486
Salaries, Compensation, and Employee Benefits$85,821
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$348,068--$348,068
Current Officers, Directors, Trustees, and Key Employees$3,632$2,421$36,814$42,867
Other Salaries and Wages$2,759$1,839$27,968$32,566
Fees for Services Legal-$8,892-$8,892
Payroll Taxes$633$387$5,368$6,388
Travel$5,730$116-$5,846
All Other Expenses$331$767$4,284$5,382
Other Employee Benefits$339$226$3,435$4,000
Insurance-$3,442$10$3,452
Advertising--$2,253$2,253
Other Expenses$300$150$1,050$1,500
Fees for Services Accounting-$131-$131
Payment Travel Entrtnmnt Publicly Ofcl--$75$75
Total Functional Expenses$428,433$18,695$87,486$534,614
International Activity

International Summary

Offices
2
Employees
3
Spending
$348,068

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
CambodiaProgram ServicesEducation11$284,372
IndiaProgram ServicesEducation12$63,696
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

The executive director is the daughter-in-law of a board memeber.

Form 990, Part VI, Line 11B: Form 990 Review Process

The organization will provide a copy of Form 990 to all members of its governing body once it is prepared.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Inquiries of board members.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Board President and the Treasurer independently reviewed salary comparables for the industry and the position, then consulted one another; then presented findings to the Executive Committee.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The Board President and the Treasurer independently reviewed salary comparables for the industry and the position, then consulted one another; then presented findings to the Executive Committee.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

To the public on its website, on guidestar, in its annual report, and upon request. It also makes that policy clear in a variety of communications with it staff, volunteers, donors, and the public.

Filing and Contact Details

Filer

Filer Name
Lotus Outreach
EIN
80-0013909
Phone
8888319990
Address
403 BEACH DRIVE, APTOS, CA 95003

Signing Officer

Name
Ed Malley
Title
Treasurer
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Waltcher
Formed
2002
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
99

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108-3820
Preparer
Steven W Northcote
Phone
6192947200
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IRS990/MissionDesc0LOTUS OUTREACH IS DEDICATED TO ENSURING THE EDUCATION, HEALTH, AND SAFETY OF AT-RISK WOMEN AND CHILDREN IN THE THIRD WORLD. LOTUS OUTREACH Achieves ITS MISSION BY SUPPORTING THE DEVELOPMENT OF EFFECTIVE GRASSROOTS PROJECTS IN VULNERABLE COMMUNITIES IN INDIA AND CAMBODIA.
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IRS990/ProgSrvcAccomActy2Grp/Desc0To enhance economic opportunitiy in Cambodia through the provision of skills training, adult education and microsavings/microfinance. The Non-Formal Education program specifically targets sex workers and vulnerable girls living and working in Phnom Penh's red light districts, while the Integrated Rural Development program operates in the isolated regions of Cambodia's Cardamom Mountain range. Both projects were augmented through the provision of children's scholarships and preventative healthcare education.
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IRS990/ProgSrvcAccomActy3Grp/Desc0To prevent human trafficking and Violence Against Women (VAW) in Cambodia, as well as provide aftercare to victims. The Safe Migration and Reduction of Trafficking (SMART) program educates thousands of vulnerable migrants and street children living and working on the Thai-Cambodian border on safe migration and trafficking prevention. The Counseling and Reintegration project provided trauma therapy, social assistance, vocational training and small business grants to victims of trafficking and VAW residing at a safe-shelter near the border.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.01$2.37$7.46$8.09$0.63
2023Summary only. Only limited summary data is available for this year.$3.01$0.01$3.00$7.75$8.85$1.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.11$0.00$4.10$9.67$8.72$0.95
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.09$3.16$7.62$7.36$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.00$2.89$5.20$5.14$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$5.36$4.81$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.27$2.19$4.12$4.46$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.24$2.54$4.47$4.75$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.13$3.12$6.65$4.60$2.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$3.51$4.54$1.04
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.02$2.21$5.80$5.35$0.45
2013Detailed filing. Detailed filing data is available for this year.$1.77$0.02$1.75$4.84$5.87$1.03
2012Summary only. Only limited summary data is available for this year.$2.79$0.01$2.77$5.80$6.76$0.96
2011Summary only. Only limited summary data is available for this year.$3.96$0.22$3.74$6.15$4.95$1.20
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $500k-$1M nonprofits