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

EIN: 911088938 501(c)(3) Health Care

ISSAQUAH, WA

Total Revenue
$1,394,558
Total Expenses
$1,091,464
Total Assets
$23,487,536
Net Assets
$23,487,536
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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
WA
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.

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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%)

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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

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Governance

Voting Members
10
Independent Members
10
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
3
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
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
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