WILLIE LOPEZ EMERGENCY ASSISTANCE FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WILLIE LOPEZ EMERGENCY ASSISTANCE FUND (EIN 31-1564404)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349303699
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T12:37:23-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 BAGBY STREET SUITE 4500 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770022591 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311564404 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIE LOPEZ EMERGENCY ASSISTANCE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 2817767322 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6380 ROGERDALE | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770721624 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIRK WARREN | Name |
| Title | TREASURER | Title |
| Phone | 2817767322 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BROOKE KITCHEN | Name |
| PTIN | P00849302 | PTIN |
| Phone | 7139822000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FRANK SERRA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6380 ROGERDALE | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770721624 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 657106 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | THE WILLIE LOPEZ EMERGENCY ASSISTANCE FUND PROVIDES ASSISTANCE TO FAMILIES IN NEED. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 4 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 638195 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 647632 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3828 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9474 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -185 | OtherRevenuePriorYear |
| Other Revenue Current Year | -508 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 641838 | TotalRevenuePriorYear |
| Total Revenue Current Year | 656598 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 568379 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 620939 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2603 | OtherExpensePriorYear |
| Other Expenses Current Year | 4215 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 570982 | TotalExpensesPriorYear |
| Total Expenses Current Year | 625154 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 70856 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 31444 | RevenuesLessExpensesCY |
| Total Assets BOY | 1196976 | TotalAssetsBOY |
| Total Assets EOY | 1228420 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1196976 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1228420 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 625154 | Expense |
| Grants | 620939 | Grants |
| Description | DURING THE CALENDAR YEAR 2012, GRANTS WERE PROVIDED TO 157 NEEDY FAMILIES. | Description |
| Total Program Service Expense | 625154 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRK WARREN TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5107238503 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 STEVENSON BLVD | AddressLine1 |
| City | FREMONT | City |
| State | CA | State |
| ZIP Code | 94538 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (4 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| FRANK SERRA | ||||||
| CHAIRMAN | 0.00 | X | X | 0 | 0 | 0 |
| SUSANNE MADRID | ||||||
| VICE CHAIRMAN | 0.00 | X | X | 0 | 0 | 0 |
| KIRK WARREN | ||||||
| TREASURER | 0.00 | X | X | 0 | 0 | 0 |
| KARON YUNGVIRT | ||||||
| SECRETARY | 0.00 | X | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 10684 | FundraisingEvents |
| All Other Contributions | 636948 | AllOtherContributions |
| Total Contributions | 647632 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9474 | TotalRevenueColumn |
| Exclusion | $9,474 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 10684 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 508 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -508 | TotalRevenueColumn |
| Exclusion | -$508 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 656598 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $8,966 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620939 | Total |
| Program Services | 620939 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3750 | Total |
| Program Services | 3750 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147 | Total |
| Program Services | 147 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44 | Total |
| Program Services | 44 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total | 274 | Total |
| Program Services | 274 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 625154 | Total |
| Program Services | 625154 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 10000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1124463 | BOY |
| EOY | 1156631 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60422 | BOY |
| EOY | 58948 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 750 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2091 | BOY |
| EOY | 2091 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1196976 | BOY |
| EOY | 1228420 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1196976 | BOY |
| EOY | 1228420 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1196976 | BOY |
| EOY | 1228420 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1196976 | BOY |
| EOY | 1228420 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 31444 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 585516 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 635469 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 623514 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 638194 | CurrentTaxYearMinus1Year |
| Current Tax Year | 647632 | CurrentTaxYear |
| Total | 3130325 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 585516 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 635469 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 623514 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 638194 | CurrentTaxYearMinus1Year |
| Current Tax Year | 647632 | CurrentTaxYear |
| Total | 3130325 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3130325 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14146 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8237 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9020 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3828 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9474 | CurrentTaxYear |
| Total | 44705 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3175030 | TotalSupport |
| Public Support Pertcentage170 | 0.98590 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98310 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | CASH GRANTS TO FAMILIES IN NEED | TypeOfGrant |
| Number Of Recipients | 157 | NumberOfRecipients |
| Amount Of Cash Grant | 620939 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | GRANT FUNDS 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 DEVASTATING 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 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 MADE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FRANK SERRA, SUSANNE MADRID, KIRK WARREN, AND KAREN YUNGVIRT HAVE A BUSINESS RELATIONSHIP IN AN UNRELATED ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. ONCE 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 12 | IN AN EFFORT TO PROVIDE OBJECTIVITY AND NON-DISCRIMINATION IN THE AWARDING OF GRANTS TO ELIGIBLE INDVIDUALS, 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 IS 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 B, LINE 15: THE ORGANIZATION DOES NOT COMPENSATE OFFICERS OR DIRECTORS. THEREFORE, THESE ANSWERS ARE MORE APPROPRIATELY ANSWERED AS "N/A". | |
| 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. |
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