LOCUS IMPACT INVESTING (EIN 263114011) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

AMIR KIRKWOOD

Phone

4023237339

Tax Period

2023-01-01 to 2023-09-30

LOCUS IMPACT INVESTING, founded in 2008, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2019. Revenue surged 219% from the prior year, signaling strong growth momentum. Expenses of $2.3M left a modest 14% surplus.

Mission

TO EMPOWER PLACE-FOCUSED INSTITUTIONS TO INVEST THEIR CAPITAL LOCALLY TO BUILD MORE PROSPEROUS, VIBRANT COMMUNITIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$17,238,118	-1.0%
Expenses	N/A	$7,579,390	-1.0%
Net Income	N/A	$9,658,728	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

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

$949,193

Total Directors

$153,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIXON HANNA	CHAIR	1.00	Officer Director	$0	$0	$13,700
JAMES W HARKNESS JR	VICE CHAIR	1.00	Officer Director	$0	$0	$14,850
SHERRY MAGILL	DIRECTOR	1.00	Director	$0	$0	$10,550
CHARLIE H MILLS III	DIRECTOR	1.00	Director	$0	$0	$13,700
CATHY DOLAN	DIRECTOR	1.00	Director	$0	$0	$17,450
MARY DWYER PEMBROKE	DIRECTOR	1.00	Director	$0	$0	$12,300
FLORENCE KINGSTON	DIRECTOR	1.00	Director	$0	$0	$15,750
BILL SHELTON	DIRECTOR	1.00	Director	$0	$0	$14,700
KIM ARMSTRONG	DIRECTOR	1.00	Director	$0	$0	$16,100
JACKIE PUENTE	DIRECTOR	1.00	Director	$0	$0	$12,000
AKSHAY NANDAKUMAR	DIRECTOR	1.00	Director	$0	$0	$11,400
DAVID EDWARDS	DIRECTOR	1.00	Director	$0	$0	$1,000
CLYDE CORNETT	TREASURER	1.00	Officer	$0	$15,120	$267,447
STACEY ANTONELLI	SECRETARY	1.00	Officer	$0	$9,085	$94,405
ASHLEY N COLEMAN	ASSISTANT SECRETARY	1.00	Officer	$0	$24,694	$158,371
AMIR KIRKWOOD	PRESIDENT & CEO	1.00	Officer	$0	$21,288	$400,420

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
2023	No data	No data	No data	No data
2022	$17,238,118	$7,579,390	$16,542,257	$9,658,728
2021	$9,339,755	$5,550,759	$7,023,425	$3,788,996
2020	$6,198,013	$4,258,313	$4,719,486	$1,939,700
2019	$2,640,955	$2,277,552	$1,520,681	$363,403

LOCUS IMPACT INVESTING