George Lopez Foundation (EIN 271434363) - Form 990 Financial Analysis & Trantor Score

🔒

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

2009

Legal Domicile

Principal Officer

LINDA SMALL

Phone

8189869095

Tax Period

2024-01-01 to 2024-12-31

George Lopez Foundation, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $289K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $564K exceeded revenue, resulting in a 95% operating deficit.

Mission

SEE PAGE 2

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $500,888

Program Service Revenue $0

Investment Income $40,585

Other Revenue $-252,625

TOTAL REVENUE $288,848

Expense Breakdown

Grants Paid $138,241

Salaries & Benefits $262,395

Fundraising Expenses $20,957

Program Expenses $410,672

Other Expenses $163,116

TOTAL EXPENSES $563,752

Year-over-Year Comparison

	2024	2023	Change
Revenue	$288,848	$607,106	-0.5%
Expenses	$563,752	$606,048	-0.1%
Net Income	$-274,904	$1,058	-260.8%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA SMALL	EXECUTIVE DIRECTOR/SECRETARY	40.0	Highest	$171,000	$0	$171,000
GEORGE LOPEZ	President	5.0	Officer Director	$0	$0	$0
LARRY KOHL	DIRECTOR	2.0	Director	$0	$0	$0
STACEY KOHL	DIRECTOR	2.0	Director	$0	$0	$0
LAURA LAROCCA	DIRECTOR	1.0	Director	$0	$0	$0
NICK NUCIFORO	DIRECTOR	1.0	Director	$0	$0	$0
DR LILLY BARBA	TREASURER	1.0	Officer	$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
2024	$288,848	$563,752	$641,186	$-274,904
2023	$607,106	$606,048	$906,747	$1,058
2022	$846,603	$568,661	$910,759	$277,942
2021	$673,154	$454,344	$657,573	$218,810
2020	$469,336	$377,986	$444,079	$91,350
2019	$678,318	$507,927	$323,415	$170,391
2018	$641,016	$589,325	$151,400	$51,691

George Lopez Foundation