LOCUS FOUNDATION (EIN 814808731) - 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

2016

Legal Domicile

Principal Officer

AMIR KIRKWOOD

Phone

5402603126

Tax Period

2023-01-01 to 2023-09-30

Mission

THE FOUNDATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. THE FOUNDATION WILL RAISE AND ADMINISTER FUNDS FOR THE PURPOSES OF PROMOTING COMMUNITY AND ECONOMIC DEVELOPMENT THROUGH COMMUNITY GRANTS AND MISSION ALIGNED INVESTMENTS AND TO SERVE AS A SPONSORING ORGANIZATION OF DONOR ADVISED FUNDS FOR SUCH PURPOSES.

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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	N/A	N/A
Expenses	N/A	$3,160	-1.0%
Net Income	N/A	$-3,160	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

$934,343

Total Directors

$82,550

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	DIRECTOR	1.00	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
CLYDE CORNETT	TREASURER	1.00	Officer	$0	$15,120	$267,447
AMIR KIRKWOOD	PRESIDENT & CEO	1.00	Officer	$0	$21,288	$400,420
STACEY ANTONELLI	SECRETARY	1.00	Officer	$0	$9,085	$94,405
ASHLEY COLEMAN	ASSISTANT SECRETARY	1.00	Officer	$0	$24,694	$158,371

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	No data	$3,160	No data	No data
2021	No data	$1,691	No data	No data
2020	No data	$3,494	$2,868	No data
2019	No data	$2,092	$4,941	No data

LOCUS FOUNDATION