2016-07-25T10:41:20-05:00 2015-12-31 650209137 GOLDSTEIN SCHECHTER KOCH 2121 PONCE DE LEON BLVD STE 1100 CORAL GABLES FL 33134 990 2015-01-01 810652266 THE SUNDARI FOUNDATION INC D/B/A LOTUS HOUSE WOMEN'S SHELTER SUND 3056131573 3921 ALTON ROAD NO 468 MIAMI FL 33140 CONSTANCE COLLINS PRESIDENT 3054380556 2016-07-22 1 LAWRENCE C ELMER P00599702 3054422200 2015 2016-12-15 16:53:06Z X LOTUS HOUSE WOMEN'S SHELTER CONSTANCE COLLINS 3921 ALTON ROAD NO 468 MIAMI FL 33140 4132450 0 X WWW.LOTUSHOUSE.ORG X 2004 FL THE FOUNDATION IS ORGANIZED FOR CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING SPECIFICALLY, PROVIDING RELIEF TO HOMELESS, POOR, DISTRESSED AND DISADVANTAGED WOMEN AND CHILDREN. 21 20 68 460 0 0 3755031 3967085 157222 164643 1207 722 -35529 -66214 3877931 4066236 0 0 0 0 1296077 1702154 0 0 44510 2313187 2468319 3609264 4170473 268667 -104237 2002211 1892148 51626 45801 1950585 1846347 X THE FOUNDATION IS ORGANIZED FOR CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING SPECIFICALLY, PROVIDING RELIEF TO HOMELESS, POOR, DISTRESSED AND DISADVANTAGED WOMEN AND CHILDREN. SUCH RELIEF INCLUDES: (A) PROVISION OF BASIC HUMAN SERVICES AND RESOURCES FOR WOMEN, SUCH AS SHELTER, HOUSING, FOOD, BASIC SKILLS AND JOB TRAINING; (B) DEFENSE AND ADVANCEMENT OF HUMAN AND CIVIL RIGHTS SECURED BY LAW; (C) ADVANCEMENT OF EDUCATION, ELIMINATION OF PREJUDICE AND DISCRIMINATION, AND PROMOTION OF SOCIAL CONSCIOUSNESS OF AND FOR THEIR DIGNITY, HUMANITY AND NEEDS; (D) COMBATING COMMUNITY DETERIORATION AND JUVENILE DELINQUENCY; (E) CREATION AND MAINTENANCE OF PARKS AND RECREATION, FEATURING WOMEN IN THE ARTS, FOR THE BENEFIT OF URBAN NEIGHBORHOODS AND COMMUNITIES; AND (F) PROVIDING RESOURCES FOR THE EMPOWERMENT OF DISENFRANCHISED WOMEN, INCLUDING SIGNIFICANT ACTIVITIES OF WHOLLY OWNED SUBSIDIARIES, LOTUS HOUSE THRIFT, LLC, AND LOTUS WELLNESS CENTER, LLC. WE SERVE OVER 500 WOMEN AND CHILDREN ANNUALLY. 0 0 2642019 OPERATION OF RESIDENTIAL FACILITY AND RESOURCE CENTER, KNOWN AS LOTUS HOUSE WOMEN'S SHELTER, PROVIDING FREE SHELTER, HOLISTIC SUPPORT SERVICES AND ACCESS TO WIDE RANGE OF COMMUNITY RESOURCES FOR HOMELESS WOMEN AND CHILDREN, INCLUDING: FOOD, CLOTHING, COUNSELING, JOB READINESS TRAINING AND EDUCATIONAL WORKSHOPS, ACCESS TO MEDICAL AND MENTAL HEALTH TREATMENT, PRE-NATAL CARE, BIRTHING AND PARENTING CLASSES, INFANT SUPPLIES, AND A HOST OF ENRICHMENT OF ACTIVITIES. FACILITY SERVES APPROXIMATELY 350+ HOMELESS WOMEN AND CHILDREN EACH YEAR. AFTER ITS INITIAL FORMATION, THE FOUNDATION CONCENTRATED ITS EFFORTS ON PROVIDING RELIEF TO HOMELESS, POOR, DISTRESSED AND DISADVANTAGED WOMEN AND CHILDREN. IT ESTABLISHED LOTUS HOUSE AS A PROTOTYPE WOMEN'S RESOURCE CENTER AND TRANSITIONAL HOUSING FACILITY, PROVIDING BASIC HUMAN SERVICES AND RESOURCES TO HOMELESS, POOR, DISTRESSED AND DISADVANTAGED WOMEN IN MIAMI-DADE COUNTY. IT ELECTED NOT TO FURTHER PURSUE ASSISTANCE TO THE SCHOOL PROJECT OF THE THEODORE GIBSON FOUNDATION, WHICH WAS IN THE PLANNING STAGES. 1362053 164643 THROUGH ITS WHOLLY OWNED SUBSIDIARY LOTUS HOUSE THRIFT, LLC, THE FOUNDATION HAS ESTABLISHED A WORK PROGRAM AND COMMUNITY OUTREACH THRIFT SHOP BENEFITING LOTUS HOUSE WOMEN'S SHELTER, PROVIDING JOB TRAINING, CLOTHING AND FURNISHINGS FOR HOMELESS, POOR, DISTRESSED AND DISADVANTAGED WOMEN IN FURTHERANCE OF THE FOUNDATION'S CHARITABLE AND EDUCATIONAL PURPOSES. THROUGH ITS WHOLLY OWNED SUBSIDIARY LOTUS WELLNESS CENTER, LLC, THE FOUNDATION ESTABLISHED A FREE, VOLUNTEER, HEALTH AND WELLNESS CLINIC IN FURTHERANCE OF THE FOUNDATION'S CHARITABLE AND EDUCATIONAL PURPOSES. 4004072 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 30 0 1 68 1 0 0 0 0 0 1 1 0 0 0 0 X 21 20 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X X X CONSTANCE COLLINS 3056131573 2040 NW 7TH AVENUE MIAMI FL 33127 CONSTANCE COLLINS PRESIDENT 40.00 1.00 X X 0 0 0 CYNTHIA BELL VICE PRESIDENT 1.00 X X 0 0 0 KIM ABREU TREASURER 1.00 X X 0 0 0 JULIE LOTSPEICH DIRECTOR 1.00 1.00 X 0 0 0 COBI MOON DIRECTOR 1.00 X 0 0 0 ANTONIA WRIGHT DIRECTOR 1.00 X 0 0 0 MARTIN MARGULIES DIRECTOR 1.00 1.00 X 0 0 0 KATHRYN VILLANO MD DIRECTOR 1.00 1.00 X 0 0 0 JOHN SUMBERG ESQ DIRECTOR 1.00 X 0 0 0 GORDON MILLER MD DIRECTOR 1.00 X 0 0 0 RAFAEL MORERA DIRECTOR 1.00 1.00 X 0 0 0 DEBRA WECHSLER DIRECTOR 1.00 1.00 X 0 0 0 CATHY LEFF DIRECTOR 1.00 X 0 0 0 FAITH XENOS DIRECTOR 1.00 X 0 0 0 LISA ROMANO DIRECTOR 1.00 X 0 0 0 MIROSLAV MISHA MLADENOVIC DIRECTOR 1.00 X 0 0 0 CHRIS MCALILEY DIRECTOR 1.00 X 0 0 0 LISA BERGSTROM ADVISORY DIRECTOR 1.00 X 0 0 0 MARK TAMIS DIRECTOR 1.00 X 0 0 0 MARIA R MILLARES DIRECTOR 1.00 X 0 0 0 ANNA FRUSCIANTE SECRETARY 40.00 X 83462 0 0 83462 0 0 0 0 0 0 THE CORNER MUSE INC - HEARTS OF PALM 517 CADAGUA AVENUE CORAL GABLES FL 33146 CATERING 289009 1 253770 1085362 2627953 1193262 3967085 THRIFT SHOP SALES 453310 164643 164643 164643 722 722 0 253770 66214 -66214 -66214 4066236 164643 0 -65492 83462 80785 495 2182 1354447 1310994 8035 35418 132783 128523 788 3472 131462 127244 780 3438 88964 88964 44888 22059 22829 145393 145393 8581 8581 33078 33078 60684 60684 SUPPLIES - SPECIAL NEED 731782 731782 THRIFT SHOP DONATED GOO 461479 461479 FOOD AND MEALS 340653 340653 SUPPORTIVE SERVICES 332352 332352 220465 220465 4170473 4004072 121891 44510 1131207 1260497 519425 101807 369645 38814 36371 473709 257747 200671 215962 10287 9673 2002211 1892148 29047 30906 400 22179 14895 51626 45801 X 1950585 1846347 1950585 1846347 2002211 1892148 X -104237 -1 X X 0 1 X 1 0 X 2127543 2286177 2666559 3755031 4132450 14967760 2127543 2286177 2666559 3755031 4132450 14967760 190683 14777077 762 9955 1081 1207 722 13727 201427 161905 150618 121693 98429 734072 15715559 0.94030 0.92280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 157525 44392 113133 309674 213355 96319 6510 6510 215962 SALES TAXES PAYABLE 845 PAYROLL TAXES PAYABLE 3356 ACCRUED PAYROLL 10358 DUE TO AFFILIATE 266 CREDIT CARD 70 14895 X 4547650 415200 415200 4132450 -66214 -66214 4066236 4651887 415200 415200 4236687 -66214 -66214 4170473 PART X, LINE 2: THE FOUNDATION ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE FOUNDATION BELEIVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE FOUNDATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2015 OR 2014. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -66,214. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -66,214. FUNDRAISERS 253770 253770 66214 253770 253770 66214 66214 -66214 X 1193262 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JULIE LOTSPEICH (DIRECTOR) AND KATHRYN VILLANO (DIRECTOR) ARE SISTERS. FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT OF FORM 990 WAS PROVIDED TO THE BOARD FOR REVIEW AND COMMENTS, PRIOR TO FILING, IN ADDITION TO BEING REVIEWED AND APPROVED BY THE PRESIDENT OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 12C NO OFFICER OR EMPLOYEE SHALL SOLICIT OR ACCEPT ANY GIFT, GRATUITY, FAVOR, COMPENSATION, OR ANYTHING OF VALUE, IN CASH OR IN-KIND, FROM ANY EXISTING OR PROSPECTIVE CONTRACTOR OR RECIPIENT OR BENEFICIARY OF EXPENDITURES OF THE FUND, EXCEPT FOR A GIFT THAT IS AN UNSOLICITED ITEM OF NOMINAL VALUE OR AS OTHERWISE MAY BE FULLY DISCLOSED TO AND EXPRESSLY APPROVED BY THE BOARD. NO OFFICER, EMPLOYEE OR AGENT MAY PARTICIPATE IN THE SELECTION, AWARD OR ADMINISTRATION OF A CONTRACT SUPPORTED BY GRANT PROGRAM FUNDS FROM GOVERNMENTAL SOURCES IF A REAL OR APPARENT CONFLICT OF INTEREST WOULD BE INVOLVED. SUCH A CONFLICT MAY ARISE WHEN ANY OF THE FOLLOWING PARTIES HAS A FINANCIAL OR OTHER INTEREST IN THE FIRM SELECTED FOR THE AWARD: AN EMPLOYEE, OFFICER OR AGENT OF THE FUND; ANY MEMBER OF AN EMPLOYEE'S, OFFICER'S OR AGENT'S IMMEDIATE FAMILY; AN EMPLOYEE'S, AGENT'S OR OFFICER'S PARTNER; OR AN ORGANIZATION WHICH EMPLOYS OR IS ABOUT TO EMPLOY ANY OF THE PARTIES IN THE PRECEDING SECTIONS. FORM 990, PART VI, SECTION B, LINE 15 SPECIAL PROCEDURES ARE IN PLACE FOR BOARD REVIEW IF THERE SHOULD BE A COMPENSATION LEVEL FOR AN EMPLOYEE EXCEEDING $55,000. COMPENSATION FOR ALL EMPLOYEES IS REVIEWED AND SUBJECT TO BOARD APPROVAL ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THIS INFORMATION IS ALSO POSTED ON GUIDESTAR'S WEBSITE. FORM 990, PART XI, LINE 9: ROUNDING -1. PART XII LINE 2C: NO CHANGE FROM PRIOR YEAR. LOTUS HOUSE THRIFT LLC 203 NW 36TH STREET MIAMI FL 33127 352385390 DONATIONS CENTER/WORK PROGRAM FL 1357887 24793 THE SUNDARI FOUNDATION INC LOTUS WELLNESS CENTER LLC 217 NW 15TH STREET MIAMI FL 33136 273438250 HEALTH CLINIC FL 0 3981 THE SUNDARI FOUNDATION INC LOTUS ENDOWMENT FUND INC 3921 ALTON RD 470 MIAMI FL 33140 920233563 NON-PROFIT SUPPORTING FOUNDATION FL 501(C)(3) 11B 0 LOTUS SUPPORTING FOUNDATION INC 3921 ALTON RD 170 MIAMI BEACH FL 33140 810783068 NON-PROFIT SUPPORTING FOUNDATION FL 501(C)(3) 11B 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 LOTUS ENDOWMENT FUND INC K 1 LEASE OF SHELTER FACILITY SCHEDULE R, PART V, LINE K: IN DECEMBER 2007, THE ORGANIZATION EXECUTED A LEASE FOR DONATED FACILITIES WITH LOTUS ENDOWMENT FUND, INC. FOR A PERIOD OF FIFTY YEARS WITH AUTOMATIC ONE YEAR RENEWALS AFTER THE INITIAL TERM FOR $1 PER YEAR. THE LEASE AGREEMENT WAS AMENDED IN AUGUST 2010, FEBRUARY 2011, DECEMBER 2012, APRIL 2013 AND DECEMBER 2013 TO ADD ADDITIONAL FACILITIES. THE ORGANIZATION HAS RECORDED A CURRENT YEAR IN-KIND CONTRIBUTION AND RENT EXPENSE OF $415,200 FOR THE USE OF THE FACILITIES UNDER THE LEASE AGREEMENT. THIS AMOUNT APPROXIMATES THE FAIR MARKET VALUE OF RENT EXPENSE AND IS A RECONCILING ITEM BETWEEN AUDITED FINANCIAL STATEMENTS AND TAX RETURN REPORTING.