Lockton Cares Inc (EIN 412113872) - 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

2003

Legal Domicile

Principal Officer

MARSHALL LOCKTON

Phone

8164824795

Tax Period

2023-01-01 to 2023-12-31

Lockton Cares Inc, founded in 2003, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 170% from the prior year, signaling strong growth momentum. The organization ran a surplus of $655K, a strong 48% operating margin.

Mission

assisting employees of Lockton Companies Inc who are experiencing economic hardship due to natural or civil disaster or other events

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,521,592

Program Service Revenue $0

Investment Income $8,727

Other Revenue $-163,202

TOTAL REVENUE $1,367,117

Expense Breakdown

Grants Paid $709,013

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $872,215

Other Expenses $3,106

TOTAL EXPENSES $712,119

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,367,117	$507,175	+1.7%
Expenses	$712,119	$618,783	+0.2%
Net Income	$654,998	$-111,608	-6.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM W HUMPHREY III	Director and Secretary	N/A	Officer Director	$0	$0	$0
ZACHARY SKINNER	Dir and Asst Sec	N/A	Officer Director	$0	$0	$0
TROY R COOK	Director and Treas	N/A	Officer Director	$0	$0	$0
JESSICA CLARK	Asst Treas	N/A	Officer	$0	$0	$0
MARSHALL LOCKTON	Dir and Pres	N/A	Director	$0	$0	$0
JULIE GIBSON	Director	N/A	Director	$0	$0	$0
ERIN MEYER	Asst Treas	N/A	Officer	$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
2024	No data	No data	No data	No data
2023	$1,367,117	$712,119	$922,603	$654,998
2022	$507,175	$618,783	$267,605	$-111,608
2021	$148,235	$217,196	$379,213	$-68,961
2020	$802,359	$732,864	$448,173	$69,495

Lockton Cares Inc