HT LOCKARD FOUNDATION OF THE BEN F JONES CHAPTER (EIN 474941792) - 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

T Kevin Bruce

Phone

9012071182

Tax Period

2021-01-01 to 2021-12-31

HT LOCKARD FOUNDATION OF THE BEN F JONES CHAPTER, founded in 2015, is a small nonprofit in the Education sector that reported $134K in total revenue in fiscal year 2021. Revenue surged 145% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 28% operating margin.

Mission

To provide access to justice for all people in the community, particularly those struggling with poverty, abuse and discrimination, in a manner which is charitable and educational.

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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 (2021)

Revenue Breakdown

Contributions & Grants $133,914

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $133,914

Expense Breakdown

Grants Paid $4,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,579

Other Expenses $92,079

TOTAL EXPENSES $96,579

Year-over-Year Comparison

	2021	2020	Change
Revenue	$133,914	$54,659	+1.4%
Expenses	$96,579	$14,068	+5.9%
Net Income	$37,335	$40,591	-0.1%

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
T Kevin Bruce	Chairperson, Executive Director	4	Officer Director	$0	$0	$0
Faye A Williams	Director, Secretary	4	Officer Director	$0	$0	$0
LaTanyia S Walker	Director, Treasurer	4	Officer Director	$0	$0	$0
Dawn Campbell	Director	2	Director	$0	$0	$0
Deborah Henderson	Director	2	Director	$0	$0	$0
Andre B Mathis	Director	2	Director	$0	$0	$0
Quinton Thompson	Director	2	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
2021	$133,914	$96,579	$93,789	$37,335

HT LOCKARD FOUNDATION OF THE BEN F JONES CHAPTER