LOTUS RECOVERY INC

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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

2018

Principal Officer

SARAH OPITZ

Phone

2182841800

Tax Period

2023-10-01 to 2024-09-30

LOTUS RECOVERY INC, founded in 2018, is a small nonprofit in the Mental Health sector that reported $906K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $828K left a modest 9% surplus.

Mission

OUR MISSION IS TO HOLISTICALLY MEET THE NEEDS, PROVIDE OPPORTUNITIES, AND IMPROVE QUALITY OF LIFE FOR THOSE IMPACTED BY ALL ASPECTS OF ADDICTION.

Program Service Accomplishments

Program 1

Expenses: $511,823 Revenue: $614,000

LOTUS RECOVERY, INC. PROVIDES AIDE TO MEMEBERS OF OUR COMMUNITY FACING THE STRUGGLES FOUND WITH SUBSTANCE USE DISORDERS.

Program 2

Revenue: $165,000

PROVIDE A RECOVERY COMMUNITY ORGANIZATION THAT PROVIDES PEER SUPPORT SERVICES AND ADVOCACY WITHIN THE COMMUNITY FOR INDIVIDUALS IN OR SEEKING RECOVERY.

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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 $336,175

Program Service Revenue $570,067

Investment Income $26

Other Revenue $0

TOTAL REVENUE $906,268

Expense Breakdown

Grants Paid $0

Salaries & Benefits $531,269

Fundraising Expenses $4,916

Program Expenses $520,338

Other Expenses $296,608

TOTAL EXPENSES $827,877

Year-over-Year Comparison

	2023	2022	Change
Revenue	$906,268	$1,089,293	-0.2%
Expenses	$827,877	$1,155,111	-0.3%
Net Income	$78,391	$-65,818	-2.2%

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

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
CLINT HOWITZ	PRESIDENT	N/A	Officer Director	$0	$0	$0
BRITTANY HOGAN	BOARD MEMBER	N/A	Director	$0	$0	$0
MEGAN CROMMET	BOARD MEMBER	N/A	Director	$0	$0	$0
ROBERTA PYTLIK	BOARD MEMBER	N/A	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
2025	No data	No data	No data	No data
2024	$906,268	$827,877	$117,269	$78,391
2023	$1,089,293	$1,155,111	$55,587	$-65,818
2022	$938,902	$861,011	$128,853	$77,891
2021	$291,785	$342,737	$12,084	$-50,952