THE LOTUS INSTITUTE INC

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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

2015

Legal Domicile

Principal Officer

Margaret Rowe Ward

Phone

2679922750

Tax Period

2024-07-01 to 2025-06-30

THE LOTUS INSTITUTE INC, founded in 2015, is a small nonprofit in the Human Services sector that reported $243K in total revenue in fiscal year 2024. Expenses of $280K exceeded revenue, resulting in a 16% operating deficit.

Mission

Educational nonprofit offering Buddhist mindfulness practice and resources for activists, educators, artists, and more to promote healing, awareness, and community transformation.

Program Service Accomplishments

Program 1

Expenses: $251,590 Revenue: $111,877

Delivered mindfulness-based programs including online meditations, talks, retreats, and educational content rooted in Buddhist principles. Served activists, educators, and community members with...

Delivered mindfulness-based programs including online meditations, talks, retreats, and educational content rooted in Buddhist principles. Served activists, educators, and community members with workshops and resources promoting healing, transformation, and social

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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 $152,920

Program Service Revenue $89,576

Investment Income $26

Other Revenue $0

TOTAL REVENUE $242,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $251,590

Fundraising Expenses $0

Program Expenses $251,590

Other Expenses $28,761

TOTAL EXPENSES $280,351

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,522	$237,210	+0.0%
Expenses	$280,351	$192,522	+0.5%
Net Income	$-37,829	$44,688	-1.8%

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

N/A

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

$96,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET ROWE WARD	Executive Director	40.00	Officer	$60,000	$0	$60,000
LARRY WARD	Founder Director	40.00	Officer	$36,000	$0	$36,000
DIANE LITTLE EAGLE	Board member	0.50	Director	$0	$0	$0
ALBERT KARCHER	Board Member	0.50	Director	$0	$0	$0
AVA AVALOS	Board Member	0.50	Director	$0	$0	$0
GRACE FRANKLIN	Board Member	0.50	Director	$0	$0	$0
DIANA PARRA	Board Member	0.50	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	$242,522	$280,351	$162,268	$-37,829
2024	$237,210	$192,522	$199,430	$44,688