Lokey Charities Inc

EIN: 271687370 501(c)(3) Philanthropy & Grantmaking

Clearwater, FL

Total Revenue
$124,240
Total Expenses
$155,761
Total Assets
$73,756
Net Assets
$73,756
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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
2010
Legal Domicile
FL
Phone
7277898100
Tax Period
2025-01-01 to 2025-12-31

Lokey Charities Inc, founded in 2010, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $124K in total revenue in fiscal year 2025. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $156K exceeded revenue, resulting in a 25% operating deficit.

Mission

TO HELP CHILDREN AND YOUTH REACH THEIR FULL POTENTIAL BY PROVIDING FOR BASIC NEEDS SUCH AS FOOD, SHELTER, ACCESS TO MEDICAL CARE AND POSITIVE MENTORING.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $161,361
Program Service Revenue $0
Investment Income $0
Other Revenue $-37,121
TOTAL REVENUE $124,240

Expense Breakdown

Grants Paid $147,250
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $147,250
Other Expenses $8,511
TOTAL EXPENSES $155,761

Year-over-Year Comparison

2025 2024 Change
Revenue $124,240 $93,151 +0.3%
Expenses $155,761 $111,969 +0.4%
Net Income $-31,521 $-18,818 +0.7%
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

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Governance

Voting Members
2
Independent Members
2
Employees
N/A
Volunteers
2

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
2
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Paul B Lokey President 1.0
Officer Director
$0 $0 $0
Terri A Aaron Secretary / Treasurer 1.0
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
2025 $124,240 $155,761 $73,756 $-31,521
2024 $93,151 $111,969 $149,314 $-18,818
2023 $136,845 $115,910 $124,095 $20,935
2019 $123,227 $163,996 $21,036 $-40,769
2018 $168,745 $144,657 $61,805 $24,088
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