TEX MEX LEGACY FOUNDATION

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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

2018

Legal Domicile

Principal Officer

ALFRED FLORES JR

Phone

2814707900

Tax Period

2024-06-01 to 2025-05-31

TEX MEX LEGACY FOUNDATION, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $239K in total revenue in fiscal year 2024. Revenue surged 382% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 55% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE EDUCATIONAL SCHOLARSHIPS, ASSIST RETURNING SOLDIERS WITH PTSD REHABILITATION PROGRAMS, AND ASSIST PEOPLE IN NEED OF EMERGENCY ASSISTANCE DURING NATURAL DISASTERS.

Program Service Accomplishments

Program 1

Expenses: $78,087

TO PROVIDE ASSISTANCE DURING EMERGENCIES AND/OR NATURAL DISASTERS. TEX MEX LEGACY FOUNDATION WAS ABLE TO PROVIDE ASSISTANCE TO APPROXIMATELY 112 INDIVIDUALS DURING THE 2024 FISCAL YEAR.

Program 2

Expenses: $29,282

TO PROVIDE EDUCATIONAL SCHOLARSHIPS. TEX MEX LEGACY FOUNDATION AWARDED 20 SCHOLARSHIPS DURING THE 2024 FISCAL YEAR.

Program 3

Expenses: $1,000

TO PROVIDE ASSISTANCE WITH FUNERAL EXPENSES. TEX MEX LEGACY FOUNDATION ASSISTED 2 FAMILIES DURING 2024 FISCAL 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $238,968

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $238,968

Expense Breakdown

Grants Paid $108,369

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,369

Other Expenses $104

TOTAL EXPENSES $108,473

Year-over-Year Comparison

	2024	2023	Change
Revenue	$238,968	$49,555	+3.8%
Expenses	$108,473	$148,296	-0.3%
Net Income	$130,495	$-98,741	-2.3%

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

N/A

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
ALFRED FLORES	CHAIRMAN	20.00	Officer Director	$0	$0	$0
HEATHER MCKEON	DIRECTOR	20.00	Director	$0	$0	$0
JOHN FERNANDEZ	DIRECTOR	20.00	Director	$0	$0	$0
DANIEL HANKS	DIRECTOR	20.00	Director	$0	$0	$0
STEPHANIE TARVER	OFFICER	20.00	Officer	$0	$0	$0
SAM HERNANDEZ	OFFICER	20.00	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
2025	$238,968	$108,473	$177,165	$130,495