LOTUS FAMILY SERVICES

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2024

Legal Domicile

Principal Officer

Carey Gil

Phone

4084617187

Tax Period

2025-01-01 to 2025-12-31

LOTUS FAMILY SERVICES, founded in 2024, is a small nonprofit in the Mental Health sector that reported $609K in total revenue in fiscal year 2025.

Mission

Lotus Family Services provides mental health counseling (individual, family, group) to individuals and families who have experienced stress and trauma through family-centric, trauma informed services.

Program Service Accomplishments

Program 1

Expenses: $479,400 Revenue: $0

Community mental health counseling services (individual, family, and groups) provided to over 225 individuals over the course of the year. This expense is the cost of compensating our staff for their...

Program 2

Expenses: $40,754 Revenue: $0

This is the cost of facilities rental and maintenance in order to support the mental health counseling services being provided

Program 3

Expenses: $5,959 Revenue: $0

This is the cost of office supplies, marketing materials, internet, and other general and administrative fees in order to support staff in their direct provision of mental health services.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $52,431

Program Service Revenue $556,269

Investment Income $1

Other Revenue $0

TOTAL REVENUE $608,701

Expense Breakdown

Grants Paid $0

Salaries & Benefits $541,016

Fundraising Expenses $0

Program Expenses $526,113

Other Expenses $56,143

TOTAL EXPENSES $599,009

Year-over-Year Comparison

	2025	2024	Change
Revenue	$608,701	N/A	N/A
Expenses	$599,009	N/A	N/A
Net Income	$9,692	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$98,090

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carey Gil	President, Board of Directors	60	Director	$98,090	$0	$98,090
Julie Smith-Reid	Treasurer, Board Of Directors	0.25	Director	$0	$0	$0
Laurice Rubalcava	Officer, Board of Directors	0.25	Director	$0	$0	$0
Marisa Barlok	Officer, Board of Directors	0.25	Director	$0	$0	$0
Angela Armendariz	Secretary, Board of Directors	0.25	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	$608,701	$599,009	$94,431	$9,692