THE WILLIE LOPEZ EMERGENCY ASSISTANCE FUND (EIN 311564404) - Form 990 Financial Analysis & Trantor Score

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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

1997

Legal Domicile

Principal Officer

GUNTHER GRUMM

Phone

2817767200

Tax Period

2023-01-01 to 2023-12-31

THE WILLIE LOPEZ EMERGENCY ASSISTANCE FUND, founded in 1997, is a small nonprofit in the Human Services sector that reported $557K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $709K exceeded revenue, resulting in a 27% operating deficit.

Mission

THE WILLIE LOPEZ EMERGENCY ASSISTANCE FUND IS A PUBLICLY SUPPORTED CHARITY THAT MAKES DISBURSEMENTS TO ELIGIBLE NEEDY PERSONS FOR THE RELIEF OF THEIR EXISTING NEEDS.

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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 $555,794

Program Service Revenue $0

Investment Income $1,279

Other Revenue $0

TOTAL REVENUE $557,073

Expense Breakdown

Grants Paid $673,182

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $709,188

Other Expenses $36,006

TOTAL EXPENSES $709,188

Year-over-Year Comparison

	2023	2022	Change
Revenue	$557,073	$468,003	+0.2%
Expenses	$709,188	$650,486	+0.1%
Net Income	$-152,115	$-182,483	-0.2%

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

N/A

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
GUNTHER GRUMM	PRESIDENT	1.00	Officer Director	$0	$0	$0
LINDSAY PHILLIPS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
VALERIE CAMHI	BOARD MEMBER	1.00	Director	$0	$0	$0
MADHAV SADHU	BOARD MEMBER	1.00	Director	$0	$0	$0
KARA RICHMOND	2ND SECRETARY	1.00	Officer Director	$0	$0	$0
DIVYANI KOTHARI	2ND TREASURER	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$557,073	$709,188	$898,591	$-152,115
2022	$468,003	$650,486	$1,050,705	$-182,483
2021	$377,483	$492,446	$1,233,115	$-114,963
2020	$467,443	$593,148	$1,348,078	$-125,705
2019	$647,622	$583,282	$1,475,474	$64,340
2018	$865,930	$559,304	$1,423,146	$306,626

THE WILLIE LOPEZ EMERGENCY ASSISTANCE FUND