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Nonprofiteer
← LOCKTON CARES INC

Form 990 for tax year 2022

Filed by LOCKTON CARES INC.

Totals

Total revenue
$507,175
Total expenses
$618,783
Contributions and grants received
$610,823
Grants paid
$615,510
Program service revenue
$0
Investment income
$2,407
Other revenue
-$106,055
Total assets, end of year
$267,605
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$267,605
Program services expenses (Part IX)
$615,510
Management and general expenses
$3,273
Fundraising expenses
$0
Program service expenses (Part III)
$106,055

Program services were 99.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $146,980

  • 1f · All other contributions, gifts and grants

    $463,843

  • 3 · Investment income

    total $2,407

  • 8a · Fundraising events: contributions included on line 1c

    $146,980

  • 8b · Fundraising events: direct expenses

    $106,055

  • 8c · Net income from fundraising events

    total -$106,055

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $503,370 · program services $503,370

  • 2 · Grants to domestic individuals

    total $112,140 · program services $112,140

  • 24a · Other expenses: Bank Fees

    total $3,273 · management and general $3,273

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $66,587 · end of year $106,556

  • 2 · Savings and temporary cash investments

    beginning of year $309,804 · end of year $159,970

  • 7 · Other notes and loans receivable

    beginning of year $2,822 · end of year $1,079

  • 27 · Net assets without donor restrictions

    beginning of year $379,213 · end of year $267,605

Mission and programs · 2022

Mission

Providing assistance to employees of Lockton Cares, Inc. who are experiencing economic hardship due to natural or civil disaster or other adverse events beyond their control.

Activities or mission (Part I)

assisting employees of Lockton Companies Inc who are experiencing economic hardship due to natural or civil disaster or other events

  • providing assistance to employees of Lockton Companies, Inc. and its affiliates who were suffering economic hardship due to natural or civil disaster, death in the family, unusual medical expenses from severe illness or accident or other hardship. This assistance included loans and outright grants to employees. Outstanding loans at the beginning of 2022 were $2,822. No new loans were made in 2022. Payments of $1,780 on loans were received in 2022. Outstanding loans at the end of 2022 were $1,079. The organization made hardship grants to multiple individuals in 2022. The organization also provided grants to various charities, especially to charities focused on disaster relief and other efforts to improve communities.

    Expenses $615,510 · Grants $615,510

  • The organization's annual Fishing Derby and Cornhole Tournament generated $146,980.21 in revenue. Direct expenses for the Fishing Derby and Cornhole Tournmanet were $106,055.49. The organization made grants to multiple charitable organizations from the proceeds from the Fishing Derby and Cornhole Tournament. The amount of these grants is included in the grants described in Section 4(a)

    Expenses $106,055 · Revenue $146,980

As filed on the 2022 return.

Listed in Part VII

  • Peter F Clune

    Dir and President

    Total calculated
    $0

  • William W Humphrey III

    Director and Secretary

    Total calculated
    $0

  • Zachary Skinner

    Asst Sec and Dir

    Total calculated
    $0

  • Troy R Cook

    Director and Treas

    Total calculated
    $0

  • Jessica Clark

    Asst Treas

    Total calculated
    $0

  • Marshall Lockton

    Director

    Total calculated
    $0

  • Julie Gibson

    Director

    Total calculated
    $0

  • Erin Meyer

    Asst Treas

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
12 May 2023
IRS schema version
2022v5.0
Source object
202311329349307771

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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