THE JOHN L LOCKE JR CHARITABLE TRU… - Form 990 Financial Data

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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

1979

Legal Domicile

Principal Officer

ROBIN KNEPPER

Phone

2067092223

Tax Period

2023-10-01 to 2024-09-30

THE JOHN L LOCKE JR CHARITABLE TRUST C/O ROBIN CAMPBELL KNEPPER, founded in 1979, is a community nonprofit in the Health Care sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $303K, a strong 22% operating margin.

Mission

TO MAKE CONTRIBUTIONS TO THE JOHN L. LOCKE, JR. CORONARY CARE CENTER OF THE SWEDISH HOSPITAL MEDICAL CENTER IN SEATTLE,WA AND/OR THE JOHN L. LOCKE, JR. HEALTH SCIENCES COMPUTER CENTER OF THE UNIV. OF WASHINGTON SCH. OF MEDICINE; AND IF CONTRIBUTIONS TO EITHER ARE NOT POSSIBLE, THEN TO ANY OTHER CHARITABLE ORGANIZATION TO THE EXTENT THAT IT IS INVOLVED IN THE CARE, TREATMENT AND DIAGNOSIS OF HEART DISEASE AND RESEARCH INTO THE SAME.

Program Service Accomplishments

Program 1

Expenses: $500,000

GRANT TO THE UNIVERSITY OF WASHINGTON MEDICINE - JOHN L LOCKE JR FUND FOR CARDIAC CARE AND RESEARCH: UTILIZING ARTERIOVENOUS DIFF. TO STUDY ATRIAL CHGS OCCURING IN ATRIAL FIBRILLATION; USING FORTILIN INHIBITORS TO BLOCK ATHEROSCLEROSIS; THE ROLE OF CAMKIID STRESS SIGNALING IN ARRHYTHMIA AFTER CARDIAC STEM CELL THERAPY; THE ROLE OF ALTERED LYMPHATIC ENDOTHELIAL CELL PERMEABILITY IN OBESITY; AURORA SCIENTIFIC PERMEABILIZED FIBER SYSTEM EQUIP GRANT TO BETTER ASSESS CARDIAC MUSCLE CONTRACTILITY; MECHANISTIC STUDY OF HEART FAILURE STERILE INFLAMMATION; HIGH-THROUGHPUT FUNCTIONAL CHARACTERIZATION OF MYH7 AND TNNT2; CHRONIC KIDNEY DISEASE IN NEPAL: INTEGRATING CARDIOVASCULAR RISK INTO ECON EVAL FOR PREV AND CONTROL.

Program 2

Expenses: $500,000

GRANTS TO THE SWEDISH MEDICAL CENTER FOUNDATION FOR THE SWEDISH CARDIOVASCULAR ADV HYPERTENSION CLINIC

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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 $0

Program Service Revenue $0

Investment Income $1,394,558

Other Revenue $0

TOTAL REVENUE $1,394,558

Expense Breakdown

Grants Paid $1,000,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,000,000

Other Expenses $91,464

TOTAL EXPENSES $1,091,464

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,394,558	$720,996	+0.9%
Expenses	$1,091,464	$1,090,359	+0.0%
Net Income	$303,094	$-369,363	-1.8%

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
ROBIN J KNEPPER	CHAIRMAN/TRUSTEE	1.00	Officer Director	$0	$0	$0
LIDA J BUCKNER	SECRETARY/TRUSTEE	1.00	Officer Director	$0	$0	$0
PATRICK RYAN MD	TRUSTEE	0.20	Director	$0	$0	$0
JOHN PETERSEN II MD	TRUSTEE	0.20	Director	$0	$0	$0
HOWARD LEWIS MD	TRUSTEE	0.20	Director	$0	$0	$0
W ROBB MACLELLAN MD	TRUSTEE	0.20	Director	$0	$0	$0
FARID MOUSSAVI-HARAMI MD	TRUSTEE	0.20	Director	$0	$0	$0
MEGANN PRATER	TREASURER/TRUSTEE	0.20	Officer Director	$0	$0	$0
CHRIS LONGENECKER	TRUSTEE	0.20	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	$1,394,558	$1,091,464	$23,487,536	$303,094
2023	$720,996	$1,090,359	$23,184,442	$-369,363
2022	$1,030,410	$1,193,755	$23,553,805	$-163,345
2021	$1,880,836	$1,092,026	$23,717,150	$788,810
2020	$1,910,748	$1,095,521	$22,928,340	$815,227
2019	$821,014	$927,402	$22,113,113	$-106,388
2018	$1,288,050	$990,150	$22,219,501	$297,900

THE JOHN L LOCKE JR CHARITABLE TRUST C/O ROBIN CAMPBELL KNEPPER