BIG CHUY MEMORIAL 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

2001

Legal Domicile

Principal Officer

JESUS E LOPEZ

Phone

5202814909

Tax Period

2022-01-01 to 2022-12-31

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO CANCER PATIENTS WHO RESIDE WITH-IN SANTA CRUZ COUNTY.

Program Service Accomplishments

Program 1

Expenses: $6,335

THE FOUNDATION IS ORGANIZED BY A GROUP OF INDIVIDUALS WORKING FOR THE BENEFIT OF THE COMMUNITY. THE FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO CANCER PATIENTS THROUGH PAYMENT OF MEDICAL, HOUSEHOLD AND OTHER NECESSARY EXPENSES WHICH THEY INCUR BUT ARE UNABLE TO PAY. IN 2022 THE FOUNDATION PROVIDED FINANCIAL ASSISTANCE TO FIVE PERSONS WITH-IN SANTA CRUZ COUNTY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $6,335

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,335

Other Expenses $0

TOTAL EXPENSES $6,335

Year-over-Year Comparison

	2022	2021	Change
Revenue	N/A	N/A	N/A
Expenses	$6,335	$8,766	-0.3%
Net Income	N/A	$-8,766	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

Governance

Voting Members

Independent Members

N/A

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
JESUS E LOPEZ	PRESIDENT	0.50	Officer Director	$0	$0	$0
MIKE GERARDO	TREASURER	0.50	Officer Director	$0	$0	$0
ALEJANDRO LOPEZ	SECRETARY	0.50	Officer Director	$0	$0	$0
DINA R SANCHEZ	VICE PRESIDENT	0.50	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
2022	No data	$6,335	$96,671	No data
2021	No data	$8,766	$103,006	No data
2020	No data	$1,200	$111,772	No data
2019	No data	$6,278	$112,972	No data
2018	$40,151	$18,243	$119,250	$21,908