LOTUS BLOOM

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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

2008

Legal Domicile

Principal Officer

ANGELA LOUIE HOWARD

Phone

5107359222

Tax Period

2024-07-01 to 2025-06-30

LOTUS BLOOM, founded in 2008, is a community nonprofit in the Youth Development sector that reported $1.6M in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year. Expenses of $1.8M exceeded revenue, resulting in a 17% operating deficit.

Mission

LOTUS BLOOM IS A FAMILY RESOURCE CENTER WHERE CHILDREN AGED 0-5 AND THEIR PARENTS/CAREGIVERS LEARN, PLAY, GAIN CONFIDENCE AND FIND CONNECTIONS TO OTHER NEW PARENTS, HEALTH RESOURCES, EDUCATION RESOURCES.

Program Service Accomplishments

Program 1

Expenses: $1,211,460

WHO WE SERVE: LOTUS BLOOM'S TARGET AUDIENCE INCLUDES MULTICULTURAL, LOW- INCOME FAMILIES WHO OTHERWISE MAY NOT HAVE ACCESS TO HIGH QUALITY EARLY CHILDHOOD EDUCATIONAL OPPORTUNITIES FOR THEIR...

WHO WE SERVE: LOTUS BLOOM'S TARGET AUDIENCE INCLUDES MULTICULTURAL, LOW- INCOME FAMILIES WHO OTHERWISE MAY NOT HAVE ACCESS TO HIGH QUALITY EARLY CHILDHOOD EDUCATIONAL OPPORTUNITIES FOR THEIR CHILDREN; ESPECIALLY THOSE WHO MAY FEEL ISOLATED AND WOULD BENEFIT FROM BEING A PART OF A COMMUNITY OF FAMILIES AND CAREGIVERS. WHO WE ARE: LOTUS BLOOM IS A FAMILY RESOURCE CENTER WHERE CHILDREN AGED 0- 5 AND THEIR PARENTS/CAREGIVERS LEARN, PLAY, GAIN CONFIDENCE AND FIND CONNECTIONS TO OTHER PARENTS, HEALTH RESOURCES,AND EDUCATION RESOURCES. 70% OF STAFF ARE FORMER CAREGIVERS WHO PARTICIPATED IN LOTUS BLOOM PLAYGROUPS PREVIOUSLY.

Program 2

PLAYGROUPS - LOTUS BLOOM OFFERED PLAYGROUP PROGRAMS FOUR TIMES PER WEEK TO SERVE FAMILIES IN THE SAN ANTONIO, CASTLEMONT, AND DOWNTOWN/CHINATOWN/WEST OAKLAND NEIGHBORHOODS. FAMILY NAVIGATION SERVICES TO SUPPORT THE WELLNESS, RESOURCES, REFERRALS, ENROLLMENT INTO PROGRAMS/SCHOOL, AND PUBLIC BENEFITS, ETC. LOTUS BLOOM ALSO PROVIDED AN ENROLLED DIAPER PROGRAM AND DISTRIBUTIONS TO FAMILIES. LOTUS BLOOM ADMINISTERED EMERGENCY FUNDS FOR FAMILIES. LOTUS BLOOM BRINGS TOGETHER NETWORK OF PROVIDERS TO SHARE KNOWLEDGE AND RESOURCES. LOTUS BLOOM ALSO ADMINISTERED A COMMUNITY FUND FOR PROJECTS THROUGHOUT OAKLAND FOR NETWORK MEMBERS.

Program 3

PROGRAM ACCOMPLISHMENTS IN 2024-25 259 FAMILIES ATTENDED PLAYGROUPS ACROSS THREE SITES 282 FAMILIES RECEIVED FAMILY NAVIGATION/CASE MANAGEMENT 90+ CAREGIVERS/PARENTS ATTENDED IN-PERSON AND VIRTUAL...

PROGRAM ACCOMPLISHMENTS IN 2024-25 259 FAMILIES ATTENDED PLAYGROUPS ACROSS THREE SITES 282 FAMILIES RECEIVED FAMILY NAVIGATION/CASE MANAGEMENT 90+ CAREGIVERS/PARENTS ATTENDED IN-PERSON AND VIRTUAL WORKSHOPS 1182 DIAPERS BOXES DISTRIBUTED TO 512 FAMILIES 40 FAMILIES RECEIVED RAPID RESPONSE FUNDS. 432 PARTICIPANTS ATTENDED COMMUNITY EVENT

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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 $1,364,062

Program Service Revenue $26,310

Investment Income $185,653

Other Revenue $0

TOTAL REVENUE $1,576,025

Expense Breakdown

Grants Paid $116,542

Salaries & Benefits $1,345,071

Fundraising Expenses $223,873

Program Expenses $1,211,460

Other Expenses $381,842

TOTAL EXPENSES $1,843,455

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,576,025	$1,960,379	-0.2%
Expenses	$1,843,455	$1,884,495	0.0%
Net Income	$-267,430	$75,884	-4.5%

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

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

$204,956

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA LOUIE HOWARD	EXECUTIVE DI	40.00	Officer	$185,530	$19,426	$204,956
CHERYL HORNEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
STEPHANIE LEPOW	VICE CHAIR	5.00	Officer Director	$0	$0	$0
TRACEY BLACK	SECRETARY	5.00	Officer Director	$0	$0	$0
EVA KING	TREASURER	5.00	Officer Director	$0	$0	$0
THOMAS EDWARDS	MEMBER	5.00	Director	$0	$0	$0
TREECY TRUC	MEMBER	5.00	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
2025	$1,576,025	$1,843,455	$7,257,496	$-267,430
2024	$1,960,379	$1,884,495	$7,533,317	$75,884
2023	$5,213,586	$1,563,454	$7,593,922	$3,650,132
2022	$3,134,491	$1,922,208	$4,150,496	$1,212,283
2021	$2,088,912	$1,578,894	$3,177,186	$510,018
2020	$2,219,855	$1,520,203	$1,973,020	$699,652
2019	$1,472,343	$1,713,888	$1,141,255	$-241,545