BLUE LOTUS FARM & RETREAT CENTER INC (EIN 431989545) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

SUSAN BLIFFERT

Phone

2626752473

Tax Period

2024-01-01 to 2024-12-31

BLUE LOTUS FARM & RETREAT CENTER INC, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $537K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $483K left a modest 10% surplus.

Mission

THE ORGANIZATION IS ESTABLISHED TO ASSIST UNDER PRIVILEGED CHILDREN AND ADULTS BY SPONSORING HEALING RETREATS IN A NATURAL SETTING WITH OUTDOOR ACTIVITIES AS A RESPITE FROM DAILY CHALLENGES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $496,997

Program Service Revenue $39,390

Investment Income $18,145

Other Revenue $-17,841

TOTAL REVENUE $536,691

Expense Breakdown

Grants Paid $0

Salaries & Benefits $239,605

Fundraising Expenses $95,496

Program Expenses $279,227

Other Expenses $243,349

TOTAL EXPENSES $482,954

Year-over-Year Comparison

	2024	2023	Change
Revenue	$536,691	$391,351	+0.4%
Expenses	$482,954	$353,186	+0.4%
Net Income	$53,737	$38,165	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

197

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$75,417

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL LARSON	EXECUTIVE DIRETOR	40.00	Officer	$75,417	$0	$75,417
FRED BLIFFERT	PRESIDENT	10.00	Officer Director	$0	$0	$0
SUSAN BLIFFERT	CHAIRS AND VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
ROGER DICKSON	TREASURER	6.00	Officer Director	$0	$0	$0
REBECCA SHOM	SECRETARY	1.00	Officer Director	$0	$0	$0
ENA ALLEN	TRUSTEE	1.00	Director	$0	$0	$0
PATRICIA FABIAN	TRUSTEE	1.00	Director	$0	$0	$0
MARK GOLDSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
LOUISA KAMPS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID LEMKE	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL LIPSCOMB	TRUSTEE	1.00	Director	$0	$0	$0
JIM SCHLIEF	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SLINDE	TRUSTEE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$536,691	$482,954	$1,172,437	$53,737
2023	$391,351	$353,186	$1,053,580	$38,165
2022	$344,610	$282,947	$939,464	$61,663
2021	$320,202	$233,385	$962,162	$86,817
2020	$232,204	$198,194	$928,191	$34,010
2019	$149,523	$175,803	$716,848	$-26,280
2018	$215,842	$175,032	$716,383	$40,810

BLUE LOTUS FARM & RETREAT CENTER INC