AMANDA W LOCKEY FOUNDATION (EIN 473657021) - 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

2015

Legal Domicile

Principal Officer

PAYTON L LOCKEY

Phone

6019334650

Tax Period

2023-01-01 to 2023-12-31

AMANDA W LOCKEY FOUNDATION, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $124K in total revenue in fiscal year 2023. Revenue surged 338% from the prior year, signaling strong growth momentum. Expenses of $202K exceeded revenue, resulting in a 63% operating deficit.

Mission

TO ADVANCE SCIENTIFIC & MEDICAL RESEARCH TO DIAGNOSE, CURE, TREAT & PREVENT PANCREATIC CANCER.

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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 $110,070

Program Service Revenue $0

Investment Income $13,987

Other Revenue $0

TOTAL REVENUE $124,057

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $202,199

TOTAL EXPENSES $202,199

Year-over-Year Comparison

	2023	2022	Change
Revenue	$124,057	$28,299	+3.4%
Expenses	$202,199	$1,001,985	-0.8%
Net Income	$-78,142	$-973,686	-0.9%

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

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
DAVID CRADDOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG MALONEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGARET C BIGGS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN M WISE	BOARD MEMBER	1.00	Director	$0	$0	$0
BT STEADMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH MICHAELS	BOARD MEMBER	1.00	Director	$0	$0	$0
PAYTON L LOCKEY	PRESIDENT	15.00	Officer Director	$0	$0	$0
AMANDA W LOCKEY	VICE PRESIDENT	15.00	Officer Director	$0	$0	$0
RUSS HAWKINS	SECRETARY/TREASURER	2.00	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
2024	No data	No data	No data	No data
2023	$124,057	$202,199	$111,858	$-78,142
2021	$47,369	$9,553	$411,620	$37,816
2020	$41,383	$11,717	$400,239	$29,666
2019	$23,058	$210,851	$526,867	$-187,793
2018	$56,602	$13,222	$582,372	$43,380

AMANDA W LOCKEY FOUNDATION