Civic Intelligence

Lotus Endowment Fund Inc.

990 • Fiscal year 2012 • EIN 92-0233563

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 30, 2013

Organization ProfileWWW.LOTUSENDOWMENT.ORG
2666 Tigertail Avenue No 10833133
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$4,040,541

Up $511,160 (+14%) from 2011

Net Assets

Up

$4,040,541

Up $511,160 (+14%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$63,070

Down $13,019 (-17%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$150M$100M$50M$0Assets 2010: $3,297,752Liabilities 2010: $50Net Assets 2010: $3,297,7022010Assets 2011: $3,529,381Liabilities 2011: $0Net Assets 2011: $3,529,3812011Assets 2012: $4,040,541Liabilities 2012: $0Net Assets 2012: $4,040,5412012Assets 2013: $4,591,284Liabilities 2013: $79,170Net Assets 2013: $4,512,1142013Assets 2014: $5,480,511Liabilities 2014: $0Net Assets 2014: $5,480,5112014Assets 2015: $5,426,082Liabilities 2015: $35,680Net Assets 2015: $5,390,4022015Assets 2016: $33,365,913Liabilities 2016: $26,540,562Net Assets 2016: $6,825,3512016Assets 2017: $41,108,764Liabilities 2017: $27,845,188Net Assets 2017: $13,263,5762017Assets 2018: $42,850,608Liabilities 2018: $27,483,987Net Assets 2018: $15,366,6212018Assets 2019: $42,224,357Liabilities 2019: $26,861,948Net Assets 2019: $15,362,4092019Assets 2020: $43,201,245Liabilities 2020: $26,558,126Net Assets 2020: $16,643,1192020Assets 2021: $47,005,317Liabilities 2021: $29,526,541Net Assets 2021: $17,478,7762021Assets 2022: $68,843,457Liabilities 2022: $45,910,013Net Assets 2022: $22,933,4442022Assets 2023: $101,694,053Liabilities 2023: $66,542,545Net Assets 2023: $35,151,5082023Assets 2024: $107,409,587Liabilities 2024: $68,945,667Net Assets 2024: $38,463,9202024

Highlighted filing

2012

Assets$4,040,541
Liabilities$0
Net Assets$4,040,541
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $33,9052010Expenses 2011: $76,0892011Expenses 2012: $63,0702012Revenue 2013: $702,787Expenses 2013: $309,174Net Income 2013: $393,6132013Revenue 2014: $1,316,991Expenses 2014: $87,140Net Income 2014: $1,229,8512014Revenue 2015: $285,247Expenses 2015: $87,940Net Income 2015: $197,3072015Revenue 2016: $2,557,399Expenses 2016: $1,043,664Net Income 2016: $1,513,7352016Revenue 2017: $5,474,582Expenses 2017: $368,666Net Income 2017: $5,105,9162017Revenue 2018: $2,927,013Expenses 2018: $1,495,859Net Income 2018: $1,431,1542018Revenue 2019: $1,080,850Expenses 2019: $1,796,056Net Income 2019: -$715,2062019Revenue 2020: $1,884,074Expenses 2020: $1,612,228Net Income 2020: $271,8462020Revenue 2021: $1,449,247Expenses 2021: $1,924,248Net Income 2021: -$475,0012021Revenue 2022: $9,179,759Expenses 2022: $1,840,722Net Income 2022: $7,339,0372022Revenue 2023: $13,194,133Expenses 2023: $2,145,053Net Income 2023: $11,049,0802023Revenue 2024: $4,216,570Expenses 2024: $1,919,903Net Income 2024: $2,296,6672024

Highlighted filing

2012

Revenue-
Expenses$63,070
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 30, 2013
Return Version
2012v2.1
Gross Receipts
$1,178,637
Filing and Contact Details

Filer

EIN
92-0233563
Raw XML AppendixShowing 400 of 439 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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IRS990/ActivityOrMissionDescription0THE ORGANIZATION PROVIDES THE FACILITIES FOR OPERATIONS OF THE LOTUS HOUSE WOMEN'S SHELTER BY THE SUNDARI FOUNDATION, INC., THE CHARITABLE FOUNDATION IT WAS FORMED TO SUPPORT.
IRS990/AddressPrincipalOfficerUS/AddressLine102666 TIGERTAIL AVENUE NO 108
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IRS990/Form990PartVIISectionA/Title3DIRECTOR
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IRS990/Form990PartVIISectionA/Title5DIRECTOR
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IRS990/MissionDescription0LOTUS ENDOWMENT FUND, INC. IS A TYPE II SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3)(B)(II) OF THE INTERNAL REVENUE CODE, AND SUPPORTS THE SUNDARI FOUNDATION, INC., A PUBLIC CHARITY QUALIFYING UNDER CODE SECTIONS 501(C)(3) AND 509(A)(1). IT OWNS THE FACILITIES KNOWN AS THE LOTUS HOUSE WOMEN'S SHELTER AND LEASES SUCH FACILITIES TO THE SUNDARI FOUNDATION, INC. PURSUANT TO A 50 YEAR LEASE AT AN ANNUAL RENT OF $1 PER YEAR. THE FACILITIES ARE USED BY THE SUNDARI FOUNDATION, INC. IN CONNECTION WITH ITS CHARITABLE PURPOSE AS A SHELTER AND RESOURCE CENTER FOR HOMELESS WOMEN AND CHILDREN. LOTUS ENDOWMENT FUND, INC. RAISES GRANTS, DONATIONS, AND CONTRIBUTIONS FOR THE BENEFIT OF THE SUNDARI FOUNDATION, INC. SO THAT THE SUNDARI FOUNDATION, INC. CAN CARRY-OUT ITS CHARITABLE AND EDUCATIONAL PURPOSES. LOTUS ENDOWMENT FUND PROVIDED THE FACILITIES FOR OPERATIONS OF THE LOTUS HOUSE WOMEN'S SHELTER BY THE SUNDARI FOUNDATION, INC., THE CHARITABLE FOUNDATION IT WAS FORMED TO SUPPORT.
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IRS990ScheduleA/GeneralExplanation0SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: LOTUS ENDOWMENT FUND, INC. OWNS THE FACILITIES KNOWN AND OPERATED AS THE LOTUS HOUSE WOMEN'S SHELTER AND LEASES SUCH FACILITIES TO THE SUNDARI FOUNDATION, INC. PURSUANT TO A 50 YEAR LEASE AT AN ANNUAL RENT OF $1 PER YEAR. THE ANNUAL RENTAL VALUE OF SUCH FACILITIES IS APPROXIMATELY $166.575. THESE FACILITIES ARE USED BY THE SUNDARI FOUNDATION, INC.IN CONNECTION WITH ITS CHARITABLE AND EDUCATIONAL PURPOSES AS A SHELTER AND RESOURCE CENTER FOR HOMELESS WOMEN AND CHILDREN.
IRS990ScheduleA/SumOfAmounts00
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IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10THE SUNDARI FOUNDATION INC
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IRS990ScheduleD/CollectionUsedForOther/DescriptionOfOtherPurposes0TO RAISE FUNDS
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0LOTUS ENDOWMENT FUND SPONSORED THE CREATION OF A SPECIAL, LIMITED EDITION PORTFOLIO OF PHOTOGRAPHY AND POETRY, CALLED BY AND ABOUT WOMEN, TO RAISE PUBLIC AWARENESS OF THE SPECIAL NEEDS OF WOMEN WHO ARE HOMELESS, HOW THE LOTUS HOUSE WOMEN'S SHELTER (AN INITIATIVE OF THE SUNDARI FOUNDATION) ADDRESSES THOSE NEEDS IN A UNIQUE WAY, AND TO RAISE FUNDS FOR THE ENDOWMENT, SO THAT LOTUS HOUSE MAY SERVE AS A RESOURCE FOR WOMEN AND CHILDREN IN NEED FOR GENERATIONS TO COME. THE PORTFOLIO CONSISTS OF THE ORIGINAL WORKS OF NINE WOMEN ARTISTS FROM AROUND THE WORLD.
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART III, LINE 4:
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IRS990ScheduleD/OtherAssets/Description0BY AND ABOUT WOMEN PORTFOLIOS
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IRS990ScheduleM/Form990ScheduleMPartII/Explanation0THE ORGANIZATION DOES NOT SOLICIT NON-CASH CONTRIBUTIONS. HOWEVER, IF THE ORGANIZATION RECEIVES A CONTRIBUTION OF A STOCK/BOND IT WOULD HAVE ITS INVESTMENT BROKER PROCESS AND SELL THIS CONTRIBUTION.
IRS990ScheduleM/Form990ScheduleMPartII/Identifier0THIRD PARTY USE:
IRS990ScheduleM/Form990ScheduleMPartII/ReturnReference0PART I, LINE 32B:
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IRS990ScheduleO/GeneralExplanation/Explanation0JULIE PETRICONE (PRESIDENT) AND KATHRYN VILLANO (SECRETARY) ARE SISTERS. CONSTANCE COLLINS (VP/TREASURER) AND MARTIN MARGULIES (DIRECTOR) WERE MARRIED UNTIL MARCH 2012.
IRS990ScheduleO/GeneralExplanation/Explanation1THE DRAFT OF FORM 990 WAS PROVIDED TO THE BOARD FOR REVIEW AND COMMENTS PRIOR TO FILING, IN ADDITION TO BEING REVIEWED AND APPROVED BY THE PRESIDENT AND VICE PRESIDENT OF THE FOUNDATION.
IRS990ScheduleO/GeneralExplanation/Explanation2NO OFFICER OR EMPLOYEE SHALL SOLICIT OR ACCEPT ANY GIFT, GRATUITY, FAVOR, COMPENSATION,OR ANYTHING OF VALUE, IN CASH OR IN KIND, FROM ANY EXISTING OR PROSPECTIVE CONTRACTOR OR RECIPIENT OR BENEFICIARY OF EXPENDITURESOF THE FUND, EXCEPT FOR A GIFT THAT IS AN UNSOLICITED ITEM OF NOMINAL VALUE OR AS OTHERWISE MAY BE FULLY DISCLOSED TO AND EXPRESSLY APPROVED BY THE BOARD. NO OFFICER, EMPLOYEE OR AGENT MAY PARTICIPATE IN THE SELECTION, AWARD OR ADMINISTRATION OF A CONTRACT SUPPORTED BY GRANT PROGRAM FUNDS FROM GOVERNMENTAL SOURCES IF A REAL OR APPARENT CONFLICT OF INTEREST WOULD BE INVOLVED. SUCH A CONFLICT MAY ARISE WHEN ANY OF THE FOLLOWING PARTIES HAS A FINANCIAL OR OTHER INTEREST IN THE FIRM SELECTED FOR THE AWARD: AN EMPLOYEE, OFFICER OR AGENT OF THE FUND; ANY MEMBER OF AN EMPLOYEE'S, OFFICER'S OR AGENT'S IMMEDIATE FAMILY; AN EMPLOYEE'S, AGENT'S OR OFFICER'S PARTNER; OR AN ORGANIZATION WHICH EMPLOYS OR IS ABOUT TO EMPLOY ANY OF THE PARTIES IN THE PRECEDING SECTIONS.
IRS990ScheduleO/GeneralExplanation/Explanation3SPECIAL PROCEDURES ARE IN PLACE FOR BOARD REVIEW IF THERE SHOULD BE A COMPENSATION LEVEL FOR AN EMPLOYEE EXCEEDING $55,000. COMPENSATION FOR ALL EMPLOYEES WILL BE REVIEWED AND SUBJECT TO BOARD APPROVAL ANNUALLY. PRESENTLY, THERE ARE NO EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THIS INFORMATION IS ALSO POSTED ON GUIDESTAR'S WEBSITE.
IRS990ScheduleO/GeneralExplanation/Explanation5OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,372. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,372.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER FEES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART IX, LINE 11G
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10217 NW 15TH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0MIAMI
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0FL
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode033136
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0810652266
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0FL
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10THE SUNDARI FOUNDATION INC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0NON-PROFIT
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus09
IRS990ScheduleR/Form990ScheduleRPartVII/Explanation0IN DECEMBER 2007, THE SUNDARI FOUNDATION, INC. EXECUTED A LEASE FOR DONATED FACILITIES WITH THE ORGANIZATION FOR A PERIOD OF FIFTY YEARS WITH AUTOMATIC ONE YEAR RENEWALS AFTER THE INITIAL TERM FOR $1 PER YEAR. THE LEASE AGREEMENT WAS AMENDED ON AUGUST 31, 2010 AND FEBRUARY 1, 2011 TO ADD ADDITIONAL FACILITIES. THE ORGANIZATION HAS RECORDED AN IN-KIND CONTRIBUTION AND RENT EXPENSE OF $166,575 FOR THE USE OF THE FACILITIES UNDER THE LEASE ADREEMENT. THIS AMOUNT APPROXIMATES THE FAIR MARKET VALUE OF RENT EXPENSE AND IS A RECONCILING ITEM BETWEEN AUDITED FINANCIAL STATEMENTS AND TAX RETURN REPORTING.
IRS990ScheduleR/Form990ScheduleRPartVII/Identifier0LEASE OF FACILITIES TO RELATED ORGANIZATION
IRS990ScheduleR/Form990ScheduleRPartVII/ReturnReference0SCHEDULE R, PART V, LINE J
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs01
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities01
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved01
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0LEASE OF SHELTER FACILITY
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10THE SUNDARI FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11THE SUNDARI FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0J
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType1N
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0FL
IRS990/StatesWhereCopyOfReturnIsFiled0NY
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/EOY0102000
IRS990/Terminated00
IRS990/TermOrPermanentEndowments01
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine101311 CAPRI ST
IRS990/TheBooksAreInCareOf/AddressUS/City0CORAL GABLES
IRS990/TheBooksAreInCareOf/AddressUS/State0FL
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode033134
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JULIE PETRICONE
IRS990/TheBooksAreInCareOf/TelephoneNumber03056320033
IRS990/TotalAssets/BOY03529381
IRS990/TotalAssetsBOY03529381
IRS990/TotalAssets/EOY04040541
IRS990/TotalAssetsEOY04040541
IRS990/TotalCompGT150K00
IRS990/TotalContributions0431215
IRS990/TotalExpensesCurrentYear063070
IRS990/TotalExpensesPriorYear076089
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral021632
IRS990/TotalFunctionalExpenses/ProgramServices041438
IRS990/TotalFunctionalExpenses/Total063070
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY03529381
IRS990/TotalLiabNetAssetsFundBalances/EOY04040541
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers07
IRS990/TotalNetAssetsFundBalances/BOY03529381
IRS990/TotalNetAssetsFundBalances/EOY04040541
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense041438
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0504492
IRS990/TotalRevenue/ExclusionAmount073277
IRS990/TotalRevenuePriorYear0372860

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,040,541
Liabilities
$0
Net assets
$4,040,541
Revenue
-
Expenses
$63,070
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$107$68.9$38.5$4.22$1.92$2.30
2023Summary only. Only limited summary data is available for this year.$102$66.5$35.2$13.2$2.15$11.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.8$45.9$22.9$9.18$1.84$7.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.0$29.5$17.5$1.45$1.92$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.2$26.6$16.6$1.88$1.61$0.27
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.2$26.9$15.4$1.08$1.80$0.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.9$27.5$15.4$2.93$1.50$1.43
2017Summary only. Only limited summary data is available for this year.$41.1$27.8$13.3$5.47$0.37$5.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.4$26.5$6.83$2.56$1.04$1.51
2015Detailed filing. Detailed filing data is available for this year.$5.43$0.04$5.39$0.29$0.09$0.20
2014Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$1.32$0.09$1.23
2013Detailed filing. Detailed filing data is available for this year.$4.59$0.08$4.51$0.70$0.31$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.00$3.53$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.00$3.30$0.03