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Nonprofiteer
← LOCKTON CARES INC

Form 990 for tax year 2024

Filed by LOCKTON CARES INC.

Totals

Total revenue
$375,673
Total expenses
$979,041
Contributions and grants received
$585,999
Grants paid
$976,111
Program service revenue
$0
Investment income
$10,668
Other revenue
-$220,994
Total assets, end of year
$319,236
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$319,236
Program services expenses (Part IX)
$976,111
Management and general expenses
$2,930
Fundraising expenses
$0
Program service expenses (Part III)
$1,197,104

Program services were 99.7% 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

    $261,000

  • 1f · All other contributions, gifts and grants

    $324,999

  • 3 · Investment income

    total $10,668

  • 8b · Fundraising events: direct expenses

    $220,994

  • 8c · Net income from fundraising events

    total -$220,994

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $823,142 · program services $823,142

  • 2 · Grants to domestic individuals

    total $152,969 · program services $152,969

  • 24a · Other expenses: Bank Fees

    total $2,930 · management and general $2,930

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $709,805 · end of year $130,571

  • 2 · Savings and temporary cash investments

    beginning of year $205,634 · end of year $177,424

  • 7 · Other notes and loans receivable

    beginning of year $7,164 · end of year $11,241

  • 27 · Net assets without donor restrictions

    beginning of year $922,603 · end of year $319,236

Mission and programs · 2024

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. Oustanding loans at the beginning of 2024 weere $7,164. Three new loans for $6,582 were made in 2024. Payments on loans of $2,505 were received in 2024. Outstanding loans at the end of 2024 were $11,241. The organization made hardship grants to multiple individuals in 2024. The organization also provided grants to various charities, especially those focused on disaster relief and efforts to improve communities.

    Expenses $976,110 · Grants $976,110

  • The organizations fundraising events generated $261,000 in revenue. Direct expenses for the Fishing Derby were $147,447. Other events included Dream on 3 and Wish Slam as well other activities. Expenses for these events totaled $73,547. The organization made grants to multiple charitable organizations from the proceeds from these events. The amount of these grants is included in the grants described in Section 4(a).

    Expenses $220,994

As filed on the 2024 return.

Listed in Part VII

  • William W Humphrey III

    Director and Secretary

    Total calculated
    $0
    Hours/week
    0

  • Troy R Cook

    Director

    Total calculated
    $0
    Hours/week
    0

  • Marshall Lockton

    Dir and Board Chair

    Total calculated
    $0
    Hours/week
    0

  • Julie Gibson

    Director

    Total calculated
    $0
    Hours/week
    0

  • Tim Ryan

    Dir and Pres

    Total calculated
    $0
    Hours/week
    0

  • Travis Leonard

    Dir and CFO

    Total calculated
    $0
    Hours/week
    0

  • Zachary Skinner

    Asst Sec

    Total calculated
    $0
    Hours/week
    0

  • Jessica Clark

    Asst Treas

    Total calculated
    $0
    Hours/week
    0

  • Erin Meyer

    Asst Treas

    Total calculated
    $0
    Hours/week
    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
2024
Filed
13 May 2025
IRS schema version
2024v5.1
Source object
202521339349307572

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

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