LOTUS AND IVY PODS (EIN 882578517) - 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

2022

Legal Domicile

Principal Officer

SARAH BARRETT

Phone

4077582273

Tax Period

2023-07-01 to 2024-06-30

LOTUS AND IVY PODS, founded in 2022, is a small nonprofit in the Education sector that reported $258K in total revenue in fiscal year 2023. Revenue surged 81% from the prior year, signaling strong growth momentum.

Mission

LOTUS & IVY PODS IS A TUTORING AGENCY WHICH PROVIDES AN EDUCATIONAL EXPERIENCE THAT IS DEVELOPMENTALLY APPROPRIATE, EXPERIENTIAL, ACADEMICALLY RIGOROUS, AND NOURISHING FOR THE WHOLE CHILD, "HEAD, HEART, AND HANDS." ONE OF GUIDING QUOTES IS FROM RUDOLF STEINER WHEN HE SAID, "OUR HIGHEST ENDEAVOR MUST BE TO DEVELOP FREE HUMAN BEINGS WHO ARE ABLE OF THEMSELVES TO IMPART PURPOSE AND DIRECTION TO THEIR LIVES. THE NEED FOR IMAGINATION, A SENSE OF TRUTH, AND A FEELING OF RESPONSIBILITY-THESE THREE FORCES ARE THE VERY NERVE OF EDUCATION." LIVE VIRTUAL LESSONS ARE THE CORNERSTONE OF OUR PROGRAM. WE BELIEVE THERE IS UNENDING VALUE IN MEETING THE TEACHER AND CLASSMATES LIVE EACH DAY. STUDENTS FORM A SPECIAL CONNECTION WITH THEIR TEACHER WHO GETS TO KNOW THEM WELL AND CAN PROVIDE FOR THEIR INDIVIDUAL NEEDS. STUDENTS MAY ASK QUESTIONS IN REAL TIME AND TRUE FRIENDSHIPS ARE MADE IN CLASS. THE SCIENCE IS CLEAR ON PASSIVE LEARNING AND WE LISTEN.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $258,402

Investment Income $0

Other Revenue $0

TOTAL REVENUE $258,402

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $256,541

Other Expenses $258,531

TOTAL EXPENSES $258,531

Year-over-Year Comparison

	2023	2022	Change
Revenue	$258,402	$142,653	+0.8%
Expenses	$258,531	$142,524	+0.8%
Net Income	$-129	$129	-2.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH BARRETT	CEO	3.00	Officer Director	$0	$0	$0
HEATHER PARRISH	CFO	3.00	Officer 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	$258,402	$258,531	No data	$-129
2023	$142,653	$142,524	$129	$129

LOTUS AND IVY PODS