THE TERRI LYNNE LOKOFF FOUNDATION (EIN 222804790) - 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

1986

Legal Domicile

Principal Officer

JAMIE LOKOFF

Phone

2158930130

Tax Period

2020-01-01 to 2020-12-31

THE TERRI LYNNE LOKOFF FOUNDATION, founded in 1986, is a small nonprofit that reported $171K in total revenue in fiscal year 2020. The organization ran a surplus of $35K, a strong 20% operating margin.

Mission

FUNDING OF GRANTS TO NON-SECTARIAN, NON-PROFIT DAYCARE PROGRAMS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $8,873

Program Service Revenue $0

Investment Income $8,142

Other Revenue $154,452

TOTAL REVENUE $171,467

Expense Breakdown

Grants Paid $76,500

Salaries & Benefits $6,999

Fundraising Expenses $1,751

Program Expenses $119,487

Other Expenses $52,824

TOTAL EXPENSES $136,323

Year-over-Year Comparison

	2020	2019	Change
Revenue	$171,467	$180,037	0.0%
Expenses	$136,323	$144,253	-0.1%
Net Income	$35,144	$35,784	0.0%

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

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
FRED LOKOFF	TRUSTEE	2.00	Director	$0	$0	$0
STEVEN W LOKOFF	TRUSTEE	2.00	Director	$0	$0	$0
JAMIE LOKOFF	EXECUTIVE DIRECTOR	10.00	Officer	$0	$0	$0
STEVEN ROSSMAN	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
SAMUEL NEMROFF	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
SHELLEY GREENBAUM	SECRETARY	2.00	Officer Director	$0	$0	$0
MARCY BACINE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
NANCY GROSSMAN	DIRECTOR	2.00	Director	$0	$0	$0
NICHOLAS PICCONE	DIRECTOR	2.00	Director	$0	$0	$0
HARVEY ROVINSKY	DIRECTOR	2.00	Director	$0	$0	$0
MADALYN ROVINSKY	DIRECTOR	2.00	Director	$0	$0	$0
BONNIE SQUIRES	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE PRICE TAGLIALATELA	DIRECTOR	2.00	Director	$0	$0	$0
TERRY GRIER	DIRECTOR	2.00	Director	$0	$0	$0
JENNIE NEMROFF	DIRECTOR	2.00	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
2020	$171,467	$136,323	No data	$35,144
2019	$180,037	$144,253	$296,316	$35,784
2018	$122,153	$211,296	$265,615	$-89,143

THE TERRI LYNNE LOKOFF FOUNDATION