2023-05-10T13:33:33-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2022-01-01 431989545 BLUE LOTUS FARM & RETREAT CENTER BLUE 2626752473 5501 COUNTY ROAD M WEST BEND WI 53095 SUSAN BLIFFERT VICE PRESIDENT 2626752473 2023-05-09 1 SUSAN BLIFFERT 999009999 0 PAUL SENGER P00005154 4144761880 2023-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUSAN BLIFFERT 5501 COUNTY ROAD M WEST BEND WI 53095 399987 0 X THEBLUELOTUSCENTER.ORG X 2002 WI THE ORGANIZATION IS ESTABLISHED TO ASSIST UNDER PRIVILEGED CHILDREN AND ADULTS BY SPONSORING HEALING RETREATS IN A NATURAL SETTING WITH OUTDOOR ACTIVITIES AS A RESPITE FROM DAILY CHALLENGES 8 9 7 210 0 0 299427 306978 19271 51195 6655 7451 -5151 -21014 320202 344610 0 0 0 0 113400 140284 0 0 48710 119985 142663 233385 282947 86817 61663 962162 939464 69225 86787 892937 852677 THE ORGANIZATION IS ESTABLISHED TO ASSIST UNDER PRIVILEGED CHILDREN AND ADULTS BY SPONSORING HEALING RETREATS IN A NATURAL SETTING WITH OUTDOOR ACTIVITIES AS A RESPITE FROM DAILY CHALLENGES 0 0 162722 51195 THE ORGANIZATION OFFERS A PEACEFUL, NATURAL SETTING USED TO HOST GROUP OUTINGS FOR THOSE WITH SPECIAL NEEDS OR FOR SELF-FACILITATED HEALING WORKSHOPS AND SEMINARS 162722 1 1 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X MICHAEL LARSON 2626752473 5501 COUNTY RD M WEST BEND WI 53095 FRED BLIFFERT PRESIDENT 10.00 X X 0 0 0 DAVID LEMKE TRUSTEE 2.00 X 0 0 0 ROGER DICKSON TREASURER 10.00 X X 0 0 0 SUSAN BLIFFERT VICE PRESIDENT 10.00 X X 0 0 0 DAVID SLINDE TRUSTEE 1.00 X 0 0 0 TODD LEICHTLE PART YEAR TRUSTEE 1.00 X 0 0 0 PATRICIA FABIAN TRUSTEE 1.00 X 0 0 0 SAMUEL MITCHELL SECRETARY 1.00 X X 0 0 0 QUINTIN AVERHARDT TRUSTEE 1.00 X 0 0 0 JACQUELINE JANZ EXECUTIVE DIRECTOR 40.00 X 73143 0 0 73143 0 0 0 0 0 0 0 252265 54713 306978 WORKSHOPS 713990 51195 51195 51195 5622 5622 1829 0 1829 1829 1829 34363 252265 55377 -21014 -21014 344610 51195 0 -13563 73143 32657 19655 20831 57305 25585 15399 16321 9836 4392 2643 2801 54 54 4544 4544 2874 2874 17010 2710 12600 1700 1388 1388 12288 4713 3867 3708 2316 293 2023 34041 32725 1316 43819 43819 10811 5347 5464 REPAIRS AND MAINTENANCE 9856 9856 MISCELLANEOUS 2475 65 449 1961 MEMBERSHIP FEES 1187 560 627 282947 162722 71515 48710 118750 131006 47255 48431 2521 5297 788990 417159 402304 371831 391332 382899 962162 939464 0 3392 2475 20000 66750 63395 69225 86787 X 0 0 0 0 892937 852677 892937 852677 962162 939464 61663 -101923 0 X 0 0 0 X 78505 160385 227262 299427 306978 1072557 78505 160385 227262 299427 306978 1072557 242061 830496 6210 9243 3640 3790 5622 28505 141181 49279 8280 30537 34363 263640 1364702 119189 0.60860 0.56040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISER REVENUE - 2018 AMOUNT: $ 141,181. 2019 AMOUNT: $ 49,279. 2020 AMOUNT: $ 8,280. 2021 AMOUNT: $ 30,537. 2022 AMOUNT: $ 34,363. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 286374 133663 152711 433644 237291 196353 68972 46205 22767 371831 GOLF OUTING 77192 42829 34363 291 43409 SPRING FUNDRAISER 71547 64010 7537 1726 9952 148739 106839 41900 2017 53361 55378 -13478 FORM 990, PART VI, SECTION A, LINE 2 FRED AND SUSAN BLIFFERT ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 2 DAVID LEMKE IS THE BROTHER OF SUSAN BLIFFERT AND THE BROTHER-IN-LAW OF FRED BLIFFERT FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING, THE FORM 990 IS SHARED WITH THE ENTIRE BOARD WITH A REQUEST FOR COMMENT OR QUESTIONS. IF BOARD MEMBERS DO NOT PRESENT A CONCERN, THE FORM 990 IS FILED. IF CONCERNS ARE PRESENTED, THE STAFF ADVISOR AND TREASURER CONSULT WITH THE PREPARING ACCOUNTING FIRM TO RESOLVE IT. IF CHANGES ARE THEN MADE TO THE FORM 990, A COMMUNICATION IS SENT TO THE BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE TREASURER HAS APPROVED THE 990 WITH THE ACCOUNTANT, A COPY OF THE 990 IS SENT TO ALL BOARD MEMBERS FOR APPROVAL OR QUESTIONS. AFTER THIS THE FINAL OK IS GIVEN TO THE ACCOUNTANT TO FILE THE TAX RETURN FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER MUST SIGN A NEW CONFLICT OF INTEREST FORM EVERY YEAR. FORM 990, PART VI, SECTION B, LINE 15 ORGANIZATION HAS ACCESS TO COMPENSATION OF EXECUTIVE DIRECTORS OF SIMILAR SIZE IN BOTH THE MULTI-COUNTY REGION AS WELL AS THE STATE OF WISCONSIN. COMPENSATION IS SET TO FALL WITHIN A COMPARABLE RANGE. OTHER STAFF COMPENSATION IS COMPARED TO SIMILAR SIZE ORGANIZATIONS IN THE REGION AND IN THE STATE OF WISCONSIN. COMPENSATION IS SET TO BE FAIR AND EQUITABLE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022 FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES A PUBLIC INSPECTION COPY OF FORM 990 AND ALSO ALL GOVERNING DOCUMENTS OF THE ORGANIZATION TO THE PUBLIC UPON REQUEST