Civic Intelligence

The Willie Lopez Emergency

EIN 31-1564404 • 501(c)3 • Houston, TX

Profile

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.

6380 RogerdaleHouston, TX 77072

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.01x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

32nd percentile

-3.8%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

18th percentile

-11%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

44th percentile

3.9%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Down

$827,983

Down $222,722 (-21%) from 2022

Liabilities

Up

$4,777

Up $7,474 (+277%) from 2022

Net Assets

Down

$823,206

Down $230,196 (-22%) from 2022

Revenue

Up

$504,785

Up $36,782 (+7.9%) from 2022

Expenses

Down

$523,988

Down $126,498 (-19%) from 2022

Net Income

Up

-$19,203

Up $163,280 (+89%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0-$500KAssets 2012: $1,228,420Liabilities 2012: $0Net Assets 2012: $1,228,4202012Assets 2014: $962,552Liabilities 2014: $0Net Assets 2014: $962,5522014Assets 2015: $980,767Liabilities 2015: $0Net Assets 2015: $980,7672015Assets 2016: $1,093,539Liabilities 2016: $2,599Net Assets 2016: $1,090,9402016Assets 2017: $1,116,795Liabilities 2017: $0Net Assets 2017: $1,116,7952017Assets 2018: $1,423,146Liabilities 2018: -$98Net Assets 2018: $1,423,2442018Assets 2019: $1,475,474Liabilities 2019: $0Net Assets 2019: $1,475,4742019Assets 2020: $1,348,078Liabilities 2020: -$2,697Net Assets 2020: $1,350,7752020Assets 2022: $1,050,705Liabilities 2022: -$2,697Net Assets 2022: $1,053,4022022Assets 2024: $827,983Liabilities 2024: $4,777Net Assets 2024: $823,2062024

Highlighted filing

2024

Assets$827,983
Liabilities$4,777
Net Assets$823,206

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $625,1542012Revenue 2014: $578,362Expenses 2014: $691,889Net Income 2014: -$113,5272014Revenue 2015: $588,860Expenses 2015: $576,136Net Income 2015: $12,7242015Revenue 2016: $620,889Expenses 2016: $511,861Net Income 2016: $109,0282016Revenue 2017: $770,476Expenses 2017: $748,309Net Income 2017: $22,1672017Revenue 2018: $865,930Expenses 2018: $559,304Net Income 2018: $306,6262018Revenue 2019: $647,622Expenses 2019: $583,282Net Income 2019: $64,3402019Revenue 2020: $467,443Expenses 2020: $593,148Net Income 2020: -$125,7052020Revenue 2022: $468,003Expenses 2022: $650,486Net Income 2022: -$182,4832022Revenue 2024: $504,785Expenses 2024: $523,988Net Income 2024: -$19,2032024

Highlighted filing

2024

Revenue$504,785
Expenses$523,988
Net Income-$19,203

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 3, 2020
Return Version
2019v5.1
Gross Receipts
$647,622
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,349,182$1,401,515▲ $52,333
Pledges and Grants Receivable$58,879$58,879→ $0
Cash and Non-Interest-Bearing Accounts$15,085$15,080▼ $5
Total Assets$1,423,146$1,475,474▲ $52,328
Liabilities
Accounts Payable and Accrued Expenses$-98$0▲ $98
Total Liabilities$-98$0▲ $98
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,423,244$1,475,474▲ $52,230
Total Net Assets Fund Balance$1,423,244$1,475,474▲ $52,230
Total Liabilities and Net Assets / Fund Balance$1,423,146$1,475,474▲ $52,328
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gunther GrummPresident
Nicole Naples2nd VICE PRESIDENT
Lindsay PhillipsVice President
Kim MclntoshSecond Treasurer
Autumn TarsneySecretary
Christopher LorenzoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$455,780
Program Service Revenue
$0
Investment Income
$2,407
Other Revenue
$189,435
All Other Contributions
$455,780
Change in Net Assets
$64,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$544,032
Other Expenses$39,250
Total Fundraising Expense$31
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$544,032--$544,032
Travel$4,176--$4,176
Fees for Services Accounting$2,698--$2,698
Conferences and Meetings$1,000--$1,000
Office Expenses$740--$740
Interest$112--$112
Other Expenses$205-$31$31
Total Functional Expenses$583,251$0$31$583,282
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$189,433
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sample Sales$159,114$159,114-$159,114
Peoplepulse Sursey$13,000$13,000-$13,000
Total Events$189,433$189,433-$189,433
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

Form 990, Part VI, Line 2 - Related Party Information Among Officers GUNTHER GRUMM LINDSAY PHILLIPS BUSINESS CHRISTOPHER LORENZO AUTUMN TARSNEY BUSINESS

Form 990, Part VI, Section B, line 11B

The organization's form 990 is prepared by an independent preparer. When the draft return is made available, it is reviewed by the fund's accounting personnel. Any necessary revisions are included in the final version of the return that is approved for filing with the internal revenue service.

Form 990, Part VI, Section B, line 12C

In an effort to provide objectivity and non-discrimination in the awarding of grants to eligible individuals, the willie lopez emergency assistance fund has procedures in place to identify and mitigate any conflicts of interest that may exist among board members, the organization, its donors and grantees. The board of directors appoints a grant selection committee comprised of independent persons whose identity is not revealed to the grant recipients. Likewise, the identity of the grant applicants are not known to the grant selection committee. Grant recipients may not be board officers or directors, family members of board officers or directors, nor can a member of the selection committee or their family members be eligible for assistance.

Form 990, Part VI, Section C, line 19

The organization's articles of incorporation are available from the secretary of state of texas. The financial statements are not made publicly available.

Filing and Contact Details

Filer

Filer Name
The Willie Lopez Emergency
EIN
31-1564404
Phone
2817767200
Address
6380 ROGERDALE, HOUSTON, TX 77072

Signing Officer

Name
Gunther Grumm
Title
President
Phone
2817767322
Signed
2020-06-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gunther Grumm
Formed
1997
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
75

Preparer

Firm
McConnell & Jones LLP
Address
4828 Loop Central Drive, Houston, TX 77081
Preparer
Thomas Jones
Phone
7139681600
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS IN THE UNITED STATES ARE PAID TO AN ELIGIBLE PERSON ONLY IF HE LACKS THE NECESSITIES OF LIFE, INVOLVING PHYSICAL, MENTAL OR EMOTIONAL WELL-BEING, AS A RESULT OF POVERTY, OR AS A RESULT OF TEMPORARY DISTRESS RELATING TO A FINANCIALLY DEVASTING TRAGEDY OR CIRCUMSTANCE SUCH AS A CATASTROPHIC ILLNESS OR INJURY, A CIVIL DISASTER, SUDDEN OR SEVERE PERSONAL OR FAMILY CRISIS (SUCH AS PHYSICAL ABUSE OR CRIMINAL VIOLENCE), THE LOSS OF A HOME OR OTHER PROPERTY DUE TO FIRE OR NATURAL DISASTER, OR SIMILAR UNUSUAL CIRCUMSTANCE. APPLICATIONS FOR SUCH ASSISTANCE ARE TAKEN IN WRITING AND AN INDEPENDENT SELECTION COMMITTEE FOLLOWS PROTOCOL TO DETERMINE ELIGIBILITY AND AWARD AMOUNTS WITHOUT KNOWLEDGE OF THE IDENTITY OF THE APPLICANT GRANT RECIPIENTS ARE REQUIRED TO AGREE IN WRITING THAT ALL GRANT FUNDS WILL BE USED FOR THE SOLE PURPOSE OF THE RELIEF OF THE FINANCIAL HARDSHIP FOR WHICH THE GRANT WAS ISSUED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990, Part VI, Line 2 - Related Party Information Among Officers GUNTHER GRUMM LINDSAY PHILLIPS BUSINESS CHRISTOPHER LORENZO AUTUMN TARSNEY BUSINESS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FORM 990 IS PREPARED BY AN INDEPENDENT PREPARER. WHEN THE DRAFT RETURN IS MADE AVAILABLE, IT IS REVIEWED BY THE FUND'S ACCOUNTING PERSONNEL. ANY NECESSARY REVISIONS ARE INCLUDED IN THE FINAL VERSION OF THE RETURN THAT IS APPROVED FOR FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN AN EFFORT TO PROVIDE OBJECTIVITY AND NON-DISCRIMINATION IN THE AWARDING OF GRANTS TO ELIGIBLE INDIVIDUALS, THE WILLIE LOPEZ EMERGENCY ASSISTANCE FUND HAS PROCEDURES IN PLACE TO IDENTIFY AND MITIGATE ANY CONFLICTS OF INTEREST THAT MAY EXIST AMONG BOARD MEMBERS, THE ORGANIZATION, ITS DONORS AND GRANTEES. THE BOARD OF DIRECTORS APPOINTS A GRANT SELECTION COMMITTEE COMPRISED OF INDEPENDENT PERSONS WHOSE IDENTITY IS NOT REVEALED TO THE GRANT RECIPIENTS. LIKEWISE, THE IDENTITY OF THE GRANT APPLICANTS ARE NOT KNOWN TO THE GRANT SELECTION COMMITTEE. GRANT RECIPIENTS MAY NOT BE BOARD OFFICERS OR DIRECTORS, FAMILY MEMBERS OF BOARD OFFICERS OR DIRECTORS, NOR CAN A MEMBER OF THE SELECTION COMMITTEE OR THEIR FAMILY MEMBERS BE ELIGIBLE FOR ASSISTANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE FROM THE SECRETARY OF STATE OF TEXAS. THE FINANCIAL STATEMENTS ARE NOT MADE PUBLICLY AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
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IRS990/VotingMembersGoverningBodyCnt06
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GUNTHER GRUMM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02817767322
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIE LOPEZ EMERGENCY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSISTANCE FUND
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0311564404
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.127.130.203
ReturnHeader/FilingSecurityInformation/IPDt02020-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:52:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760488832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McConnell & Jones LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04828 Loop Central Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077081
ReturnHeader/PreparerPersonGrp/PhoneNum07139681600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas Jones

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