STRATEGY STUDIO / PUBLIC DATA EXPLORER

MV LOTUS FOUNDATION

Cite this

Plain text MV LOTUS FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2013–2019. https://strategystudio.org/org/200529535. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). MV LOTUS FOUNDATION [Nonprofit organization profile; tax years 2013–2019]. Retrieved October 20, 2026, from https://strategystudio.org/org/200529535

MLA “MV LOTUS FOUNDATION.” Strategy Studio, tax years 2013–2019, https://strategystudio.org/org/200529535. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2013–2019. Data: Strategy Studio, CC BY 4.0.

2019 · Form 990EZ · revenue $23K · expenses $27K · assets $35K

EIN
20-0529535
Address
313 JACKSON ST, PORT TOWNSEND, WA 98368-5607
Website
www.mvlotus.org
NTEE code
A80
Subsection
501(c)(3)
Ruling year
2013
Cross-check
ProPublica Nonprofit Explorer

Mission

To maintain and operate the Historic Motor Vessel Lotus and use the vessel to promote the maritime and settlement history of the Pacific Northwest, Seattle and the unique Edwardian style of the 1909 era.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 10 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

10 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Heidi Herendeen President2017-2019 2 $0 reported 1
Cheri Sayer Vice President2018-2019 5 $0 reported 1
Ben Bruns Secretary/Treasurer2018-2019 20 $0 reported 1
Dan Helman Executive Director2013-2019 20 $0 reported 1
Christian Gruye Maintenance Director2013-2019 10 $0 reported 1
Lori Davis-Sandoval Director2018-2019 2 $0 reported 1
Lori Fulsaas Director2018-2019 2 $0 reported 1
Barbara Jackson (former) Vice President/Secretary2013-2017 2 $0 reported 1
Lynn Reister (former) Director2013-2015 2 $0 reported 1
Susie Clinfelder (former) Vice President2013-2014 2 $0 reported 1

People by year

2019 · 7 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Heidi Herendeen President2 $0-$0 $01
Cheri Sayer Vice President5 $0-$0 $01
Ben Bruns Secretary/Treasurer20 $0-$0 $01
Dan Helman Executive Director20 $0-$0 $01
Christian Gruye Maintenance Director10 $0-$0 $01
Lori Davis-Sandoval Director2 $0-$0 $01
Lori Fulsaas Director2 $0-$0 $01
2018 · 7 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Heidi Herendeen President2 $0-$0 $01
Cheri Sayer Vice President5 $0-$0 $01
Ben Bruns Secretary/Treasurer20 $0-$0 $01
Lori Davis-Sandoval Director2 $0-$0 $01
Lori Fulsaas Director2 $0-$0 $01
Dan Helman Executive Director20 $0-$0 $01
Christian Gruye Maintenance Director10 $0-$0 $01
2017 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Christian Gruye President30 $0-$0 $01
Barbara Jackson Vice President/Secretary2 $0-$0 $01
Dan Helman Treasurer20 $0-$0 $01
Heidi Herendeen Director2 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Christian Gruye President30 $0-$0 $01
Barbara Jackson Vice President/Secretary2 $0-$0 $01
Dan Helman Treasurer20 $0-$0 $01
2015 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Christian Gruye President30 $0-$0 $01
Lynn Reister Director2 $0-$0 $01
Barbara Jackson Vice President/Secretary2 $0-$0 $01
Dan Helman Treasurer20 $0-$0 $01
2014 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Christian Gruye President30 $0-$0 $01
Susie Clinfelder Vice President2 $0-$0 $01
Lynn Reister Director10 $0-$0 $01
Barbara Jackson Secretary2 $0-$0 $01
Dan Helman Treasurer15 $0-$0 $01
2013 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Christian Gruye President30 $0-$0 $01
Susie Clinfelder Vice President2 $0-$0 $01
Lynn Reister Director2 $0-$0 $01
Barbara Jackson Secretary2 $0-$0 $01
Dan Helman Treasurer6 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2019 · Form 990EZ period ending 2019-12-31 · view filing · original 990 ↗
$23,058$26,911 $34,536$5,234 $2,000$21,058 ---
2018 · Form 990EZ period ending 2018-12-31 · view filing · original 990 ↗
$21,282$40,241 $39,052$9,087 $4,966$16,316 ---
2017 · Form 990EZ period ending 2017-12-31 · view filing · original 990 ↗
$26,444$31,292 $31,888$28,046 $6,171$20,273 ---
2016 · Form 990EZ period ending 2016-12-31 · view filing · original 990 ↗
$25,022$31,447 $36,034$32,894 $3,974$21,048 ---
2015 · Form 990EZ period ending 2015-12-31 · view filing · original 990 ↗
$29,338$26,851 $39,319$39,319 $3,866$25,472 ---
2014 · Form 990EZ period ending 2014-12-31 · view filing · original 990 ↗
$19,060$19,335 $41,675$36,832 $19,060$0 ---
2013 · Form 990EZ period ending 2013-12-31 · view filing · original 990 ↗
$18,761$23,103 $45,702$39,180 $18,761$0 ---

Funders of this organization

2 grantors reported grants to this organization, $2,549 in all, tax years 2020 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
STANTON & ERNESTINE BENNETT CHARITABLE TR Private foundation Fuzzy filed as “MV LOTUS FOUNDATION” 2020 1$2,500 2020$2,500
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “MV LOTUS FOUNDATION” 2020-2023 4$49 2023$16
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
FORT WORDEN FOUNDATIONWAA80 $16,750$31,620 President$0 Same NTEE code A80, revenue within 2x, same state
U S ARMED FORCES LEGACY ASSOCIATIONWAA80 $19,989$6,846 Director$0 Same NTEE code A80, revenue within 2x, same state
FIRST IN ASIA ASSOCIATIONWAA80 $16,910$20,156 President$0 Same NTEE code A80, revenue within 2x, same state
DUVALL HISTORICAL & OLD STUFF SOCIETYWAA80 $21,152$7,069 Board Member$2 Same NTEE code A80, revenue within 2x, same state
OLGA STRAWBERRY COUNCILWAA80 $29,585$19,606 President$0 Same NTEE code A80, revenue within 2x, same state
KENT GRAND ORGANWAA80 $31,797$240 Acting Chair$0 Same NTEE code A80, revenue within 2x, same state
HISTORIC WALLINGFORDWAA80 $31,801$21,856 President$0 Same NTEE code A80, revenue within 2x, same state
MLCC FOUNDATIONMIA80 $36,178$16,565 CHAIRMAN$0 Same NTEE code A80, revenue within 2x, similar name
NEW LONGVIEW FOUNDATIONMOA80 $23,560$3,233 EXECUTIVE BOARD$0 Same NTEE code A80, revenue within 2x, similar name
FRENCH CREEK FOUNDATIONOHA80 $23,569$25,986 TREASURER$0 Same NTEE code A80, revenue within 2x
LA VISTA HISTORICAL FOUNDATIONCAA80 $28,000$29,200 President$0 Same NTEE code A80, revenue within 2x
DUNNINGTON MANSION FOUNDATIONVAA80 $35,845$29,712 President$0 Same NTEE code A80, revenue within 2x
CANDY STORE FOUNDATIONCAA80 $29,111$16,746 CHAIRMAN OF THE BOARD$0 Same NTEE code A80, revenue within 2x
SHARSWOOD FOUNDATIONVAA80 $15,150$5,426 PRESIDENT$0 Same NTEE code A80, revenue within 2x
LAST ALARM FOUNDATION INCAZA80 $19,531$26,003 Vice President$0 Same NTEE code A80, revenue within 2x
ARLINGTON HOUSE FOUNDATIONVAA80 $20,918$16,548 PRESIDENT$0 Same NTEE code A80, revenue within 2x
REDDING HOUSE FOUNDATION INCDEA80 $20,536$18,092 PRESIDENT/TREASURER$0 Same NTEE code A80, revenue within 2x
JUSTICE BELL FOUNDATIONPAA80 $32,119$33,267 PRESIDENT &$18,500 Same NTEE code A80, revenue within 2x
GAMMA KAPPA ALUMNI FOUNDATIONUTA80 $31,039$68,432 DIRECTOR$0 Same NTEE code A80, revenue within 2x
ROSELLE HISTORICAL FOUNDATIONILA80 $28,888$25,966 Treasurer$0 Same NTEE code A80, revenue within 2x
CHICAGO NAVY MEMORIAL FOUNDATION INCILA80 $23,250$125,752 DIRECTOR$0 Same NTEE code A80, revenue within 2x
PERRY BELMONT HOUSE FOUNDATIONDCA80 $12,805$2,891 PRESIDENT$0 Same NTEE code A80, revenue within 2x
SCYC PRESERVATION FOUNDATION INCNYA80 $30,402$25,274 PRESIDENT$0 Same NTEE code A80, revenue within 2x
PRESERVATION FOUNDATIONTXA80 $17,200$16,275 President$0 Same NTEE code A80, revenue within 2x
THE PRUDHOMME ROUQUIER HOUSE FOUNDATION INCLAA80 $29,391$20,132 PRESIDENT$0 Same NTEE code A80, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
WILLIAM C AN THEODOSIA MURPHY NOLAN FOUNDATION Private foundation$918,3136 12017–2024 CHEROKEE PLANTATION FOUNDATION
ORCAS ISLAND COMMUNITY FOUNDATION DAF sponsor$242,8504 12014–2021 OLGA STRAWBERRY COUNCIL
COMMUNITY FOUNDATION OF MACON COUNTY DAF sponsor$173,1808 12014–2024 HISTORIC PROPERTIES & PRESERVATION FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$151,65012 72016–2024 LA VISTA HISTORICAL FOUNDATION; HILLSBORO PRESERVATION FOUNDATION; SCYC PRESERVATION FOUNDATION INC; FORT WORDEN FOUNDATION and 3 more
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES DAF sponsor$140,0003 32012–2022 WHIRLWIND JOHNSON FOUNDATION; ARLINGTON HOUSE FOUNDATION; FORT DES MOINES MUSEUM AND EDUCATION CENTER
WALTER A BLOEDORN FOUNDATION Private foundation$125,00011 12014–2024 FIRST COLONY FOUNDATION
SATTERBERG FOUNDATION Private foundation$115,0004 12016–2021 FORT WORDEN FOUNDATION
CAMILLA CHANDLER FAMILY FOUNDATION 11-10-1994 Private foundation$100,0001 12019–2019 FORT WORDEN FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$94,85010 72017–2024 STAMFORD HOUSE HISTORIC PRESERVATION FOUNDATION INC; BOMB TECHNICIAN MEMORIAL FOUNDATION; SGT YORK PATRIOTIC FOUNDATION; SAN FRANCISCO NEIGHBORHOOD THEATER FOUNDATION and 3 more
COMMUNITY FDN OF GREATER DES MOINES DAF sponsor$93,99110 22010–2024 FORT DES MOINES MUSEUM AND EDUCATION CENTER; MAASDAM BARN PRESERVATION COMMITTEE
JEFFERSON COMMUNITY FOUNDATION DAF sponsor$80,0003 12018–2021 FORT WORDEN FOUNDATION
NORTH DAKOTA COMMUNITY FOUNDATION DAF sponsor$68,8163 12019–2023 LISBON OPERA HOUSE FOUNDATION
GREATER KANSAS CITY COMMUNITY FOUNDATION DAF sponsor$65,1762 22011–2013 EPHESUS FOUNDATION INC; NEW LONGVIEW FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$60,0002 22021–2024 KEENE VALLEY COUNTRY CLUB PRESERVATION FOUNDATION INC; THE OLD MAN OF THE MOUNTAIN REVITALIZATION FUND INC
OKLAHOMA CITY COMMUNITY FOUNDATION INC DAF sponsor$58,0117 12018–2024 OKLAHOMA CITY FOUNDATION FOR ARCHITECTURE

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2019 · Form 990EZ · $26,911 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $16,408 61.0%
Occupancy, rent, utilities, maintenance $10,496 39.0%
Printing, publications, postage $7 0.0%
Total$26,911100%

View the filing

2018 · Form 990EZ · $40,241 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $24,773 61.6%
Occupancy, rent, utilities, maintenance $15,465 38.4%
Printing, publications, postage $3 0.0%
Total$40,241100%

View the filing

2017 · Form 990EZ · $31,292 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $20,094 64.2%
Occupancy, rent, utilities, maintenance $11,198 35.8%
Total$31,292100%

View the filing

2016 · Form 990EZ · $31,447 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $16,375 52.1%
Occupancy, rent, utilities, maintenance $14,628 46.5%
Printing, publications, postage $444 1.4%
Total$31,447100%

View the filing

2015 · Form 990EZ · $26,851 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $15,278 56.9%
Occupancy, rent, utilities, maintenance $10,678 39.8%
Printing, publications, postage $895 3.3%
Total$26,851100%

View the filing

2014 · Form 990EZ · $19,335 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $11,744 60.7%
Occupancy, rent, utilities, maintenance $7,283 37.7%
Printing, publications, postage $308 1.6%
Total$19,335100%

View the filing

2013 · Form 990EZ · $23,103 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $14,793 64.0%
Occupancy, rent, utilities, maintenance $7,547 32.7%
Printing, publications, postage $543 2.4%
Fees to independent contractors $220 1.0%
Total$23,103100%

View the filing