Civic Intelligence

Lotus Outreach

990 • Fiscal year 2021 • EIN 80-0013909

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 28, 2022

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

51st percentile

0.03x

Higher debt load relative to assets than 51% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

34th percentile

3.5%

Higher net margin than 34% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

55th percentile

12%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

47%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$324,822

Up $35,641 (+12%) from 2020

Net Assets

Up

$315,694

Up $26,716 (+9.2%) from 2020

Liabilities

Up

$9,128

Up $8,925 (+4397%) from 2020

Revenue

Up

$762,285

Up $242,341 (+47%) from 2020

Expenses

Up

$735,569

Up $221,357 (+43%) from 2020

Net Income

Up

$26,716

Up $20,984 (+366%) from 2020

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

2021

Assets$324,822
Liabilities$9,128
Net Assets$315,694

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

2021

Revenue$762,285
Expenses$735,569
Net Income$26,716
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 28, 2022
Return Version
2021v4.0
Gross Receipts
$766,926
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.

Lotus Outreach is a nonprofit organization, incorporated in California in 2002, dedicated to ensuring the education, health and safety of vulnerable women and children in the developing world. Lotus Outreachs purpose is to create a more just, peaceful world where all people--regardless of nationality, ethnicity, religion, and gender--can lead rich, meaningful lives that are free of physical and structural violence.Lotus Outreachs pursuit of this mission is manifested in the following core program areas:Improving access to quality education for marginalized youth.Economic empowerment of parents and young women.Human trafficking and gender-based violence prevention and aftercare.Improving health and sanitation for vulnerable communities.From one year to the next, Lotus Outreach programs reach over 30,000 marginalized women and children in some of the poorest regions of Asia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$258,205$222,381▼ $35,824
Pledges and Grants Receivable-$55,000-
Cash and Non-Interest-Bearing Accounts$24,116$40,807▲ $16,691
Inventories for Sale or Use$5,235$5,009▼ $226
Prepaid Expenses and Deferred Charges$1,625$1,625→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Total Assets$289,181$324,822▲ $35,641
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$203$9,128▲ $8,925
Total Liabilities$203$9,128▲ $8,925
Net Assets / Fund Balance
Net Assets With Donor Restrictions$169,123$213,142▲ $44,019
Net Assets Without Donor Restrictions$119,855$102,552▼ $17,303
Total Net Assets Fund Balance$288,978$315,694▲ $26,716
Total Liabilities and Net Assets / Fund Balance$289,181$324,822▲ $35,641
Compensation and Service Providers

Board Members and Trustees

NameTitle
Khyentse NorbuChairman
Patricia WaltcherPresident
Penelope TreeVice President
Agam PatelDirector
Anna HarperDirector
Carey BaloghDirector
Elizabeth RobertsDirector
Germaine HostonDirector
Julie ChenderDirector
Sarah WilkinsonDirector
Sei Chuan YapDirector
Ed MalleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$754,235
Program Service Revenue
$0
Investment Income
$27
Other Revenue
$8,023
All Other Contributions
$754,235
Change in Net Assets
$26,716

Audited Revenue Reconciliation

Revenue per Audited Statements
$762,285
Revenue Not Reported on Form 990
$4,500
Total Revenue per Audited Statements
$766,785
Total Revenue per Form 990
$762,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$589,329
Total Fundraising Expense$121,383
Salaries, Compensation, and Employee Benefits$86,549
Other Expenses$59,691
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$589,329--$589,329
Other Salaries and Wages--$79,882$79,882
Fees for Services Other-$12,160-$12,160
Payroll Taxes--$6,667$6,667
All Other Expenses$1,634$1,968$1,027$4,629
Other Expenses$2,378$151$1,980$4,358
Insurance-$1,973$132$2,105
Fees for Services Legal-$1,100-$1,100
Fees for Services Accounting-$674-$674
Conferences and Meetings-$195-$195
Information Technology-$69-$69
Office Expenses--$57$57
Total Functional Expenses$595,896$18,290$121,383$735,569

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$740,069
Expenses per Audited Statements$735,569
Total Expenses per Form 990$735,569
Expenses Not Reported on Form 990$4,500
International Activity

International Summary

Offices
2
Employees
2
Spending
$589,329

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$380,893
IndiaProgram ServicesEducation11$208,436
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Genevieve WaltcherBod RelatedW-2 EmployeeNo$44,765
Maya NorbuBod RelatedW-2 EmployeeNo$27,126

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
Audit committee
No
Backup withholding compliance
No
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
No
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, 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 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 its 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
2022-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Waltcher
Formed
2002
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
5
Volunteers
19

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108
Preparer
Jenny Kikuno
Phone
6192947200
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: CATALYST: Through full scholarships (covering tuition, food, residence, utilities, class fees, and a daily allowance) of approximately $1,800 per girl, per year, the CATALYST program carries on the work of GATE by seeing through our long-term investment in girls education by helping to rebuild the intellectual class that was completely decimated by the Khmer Rouge only a generation ago. OTHER PROGRAM SERVICES 5: Buddha Smiles: Buddha Smiles evening classes have been serving poor children of quarry labor, weaving artisans and subsistence farmers for more than 15 years. Buddha Smiles, is a network of local volunteer teachers that assist struggling primary school students with free after-school tutoring for less than $15 per student per year. OTHER PROGRAM SERVICES 6: SKILLS TRAINING FOR EMPLOYMENT (STEP): Skills Training for Employment seeks to reduce poverty by providing income-generating skills to those who most need them. Women learn tailoring and men are taught electrical and mechanical skills. Without this ability to earn greater income, these women and men would remain in poverty, eking out a living on $4 per day as daily wage earners. OTHER PROGRAM SERVICES 7: Counseling and Reintegration (CTC): The counseling and reintegration project supported by Lotus Outreach provides a safe haven for survivors of violence, guarantees them physical protection and emotional support, and provides them the sanctuary needed for recovery. Support includes individual and group counseling, literacy courses, vocational training, life skills classes, legal services and reintegration assistance. OTHER PROGRAM SERVICES 8: Khemar Pre-School: Provides early childhood development for the neediest children through games, nutrition, and education. OTHER PROGRAM SERVICES 9: EQU+: The EQU+ after school program serves children of migrant laborers by enrolling them in school and providing evening bridge classes to ensure they keep up at an age-appropriate level. The program also engages parents and seeks to establish formal relationships between parents and the schools. OTHER PROGRAM SERVICES 10: Accredited Social Health Activists (ASHA): ASHA improves women and childrens village health care by training local government healthcare workers, ensuring better quality, and increasing access by education their communities about vital health care rights and practices in rural Rajasthan, India. OTHER PROGRAM SERVICES 11: Rice 4 Education: Provides rice support to poor village families with girls in scholarship programs in Cambodia keeping the most vulnerable from dropping out of school. OTHER PROGRAM SERVICES 12: SANTI SENA: Through our partnership with Santi Sena, this program will work to empower and create wellbeing in beneficiary communities through two-fold objectives: to reduce barriers to food security for the poor through saving, resilient agriculture, marketing and supply chain improvement, and to improve practices of sanitation and hygiene behavior. OTHER PROGRAM SERVICES 13: LOCAM: Operating support for Lotus Outreach Cambodia programs OTHER PROGRAM SERVICES 14: PASSARELLES NUMERIQUES CAMBODIA (PNC): PNC supports GATE scholars in attending PNCs IT training program offering courses in System and Network Administration (SNA) and Web Programming (WEB). Lotus Outreach supports 50% of the cost for students to attend this two-year residential program. OTHER PROGRAM SERVICES 15: GARDEN OF PEACE - INTEGRATED RURAL DEVELOPMENT (IRD): This project established oil processing units for Self Help Groups in Tamil Nadu, India, as part of a sustainable rural development project, which will provide employment for economically challenged rural women and men (80% / 20%), especially those impacted by the Covid pandemic. OTHER PROGRAM SERVICES 16: LOTUS RELIEF: This program was established in 2020 to meet the urgent needs of the communities we serve during crises. This emergency relief supports at-home study materials, health education advocacy,

Financial Statement Notes

Part X : FIN48 Footnote

Lotus Outreach is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. Lotus Outreach believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. Lotus Outreach is not a private foundation.Lotus Outreachs Return of Organization Exempt from Income Tax for the years ended December 31, 2021, 2020, 2019, and 2018 are subject to examination by the Internal Revenue Service and State taxing authorities, generally three to four years after the returns were filed.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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IRS990/MissionDesc0Lotus Outreach is a nonprofit organization, incorporated in California in 2002, dedicated to ensuring the education, health and safety of vulnerable women and children in the developing world. Lotus Outreachs purpose is to create a more just, peaceful world where all people--regardless of nationality, ethnicity, religion, and gender--can lead rich, meaningful lives that are free of physical and structural violence.Lotus Outreachs pursuit of this mission is manifested in the following core program areas:Improving access to quality education for marginalized youth.Economic empowerment of parents and young women.Human trafficking and gender-based violence prevention and aftercare.Improving health and sanitation for vulnerable communities.From one year to the next, Lotus Outreach programs reach over 30,000 marginalized women and children in some of the poorest regions of Asia.
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IRS990/PrincipalOfficerNm0PATRICIA WALTCHER
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IRS990/ProgSrvcAccomActy2Grp/Desc0BLOSSOM BUS:The Blossom Bus provides vehicles driven by trustworthy drivers to safely deliver young women to secondary school and college. We currently transport over 650 girls to secondary school and 40 young women to college. Until proper secondary schools and colleges become available to all villagers, the Blossom Bus aims to provide transportation to girls and young women at this transitional stage, leading the way in establishing female education as a norm rather than an anomaly.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt094491
IRS990/ProgSrvcAccomActy3Grp/Desc0SANTI SENA: Through our partnership with Santi Sena, this program will work to empower and create wellbeing in beneficiary communities through two-fold objectives: to reduce barriers to food security for the poor through saving, resilient agriculture, marketing and supply chain improvement, and to improve practices of sanitation and hygiene behavior.
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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
2021Detailed filing. Detailed filing data is available for this year.$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