Lotus Family Services
Nonprofit profile at a glance
- EIN
- 994105513
- IRS 990 coverage
- 2025–2025
- Forms available
- Form 990 2025, Form 990-N 2024
- Location
- San Jose, CA, USA
- Phone
- 4084617187
- Rating
- 41
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Mental Health, Crisis Intervention N.E.C.
Reported finances
- Revenue
- $608,701
- Expenses
- $599,009
- Assets
- $94,431
- Liabilities
- $20,000
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- Carey Gil (President, Board of Directors)
Highest reported compensation
- Carey Gil (President, Board of Directors): $98,090 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2025
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 time and services
Operating model
- Revenue model
- Earned-program. 91% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 90
- Accountability: 62
- Sustainability: 24
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 80%; rating input score 80; 21st percentile among comparable filings
- Governance controls: 3 of 8 controls in place; rating input score 38
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 1.6%; rating input score 35; 35th percentile among comparable filings
- Total-asset coverage ratio: 0.16; rating input score 8; 8th percentile among comparable filings
- Liabilities to assets ratio: 0.21; rating input score 24; 24th percentile among comparable filings
- Officer compensation ratio: 16.4%; rating input score 22; 22nd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: 4 of 5 board members independent · 3 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $526K in reported program spending
- Leadership: top reported pay $98K · 5 people listed
- Consistency: 12 of 13 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Moderate — Accountability: Governance controls: 4 of 7 not reported.
- Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
- Moderate — Sustainability: Operating margin scored 35/100.
- High — Sustainability: Total-asset coverage ratio scored 8/100.
- High — Sustainability: Officer compensation ratio scored 22/100.
- High — Sustainability: Liabilities to assets ratio scored 24/100.