LOTUS FAMILY SERVICES

EIN: 994105513 501(c)(3) Mental Health

San Jose, CA

Total Revenue
$608,701
Total Expenses
$599,009
Total Assets
$94,431
Net Assets
$74,431
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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
2024
Legal Domicile
CA
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

The organization provided mental health services to over 200 individuals and families over the year.

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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%)

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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
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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

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Governance

Voting Members
5
Independent Members
4
Employees
10
Volunteers
1

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
0
$0
Total Directors
5
$98,090
Key Employees
0
$0
Highest Compensated
0
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
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