Blue Lotus Farm & Retreat Center

Analysis

Blue Lotus Farm & Retreat Center is a registered charity in United States, based in West Bend, WI. It received its IRS tax-exemption ruling in July 2003, 23 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Blue Lotus Farm & Retreat Center reported income of $391k and spending of $353k, spending 90% of its income. Across the 5 years on record, from December 2019 to December 2023, income grew from $150k to $391k (+162%), an average of +27% a year. The sharpest change came in the year to December 2020, when income rose by 55%. Over the whole period it spent 86% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Blue Lotus Farm & Retreat Center sits at the 70th percentile: it is larger than about 70% of them. Against every charity in United States with reported income it ranks in the 66th percentile, and in the 66th percentile within WI. Charities of a similar size with the same main cause include The James C Ferrer Education Fund Inc ($391k), Help Our World One on One ($391k) and West Central Partnership Inc ($391k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 87% and program service revenue 13% of the total. Compensation of current officers, directors and key employees was $101k (29% of expenses). Other salaries and wages came to $73k. At year end it held assets of $1.1m against liabilities of $92k, net assets of $962k. It reported 7 employees.