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Lockton Cares INC

Tax-deductible

Kansas City, MO501(c)(3)Human Services EIN 41-2113872Revenue $376K in FY2024Latest return filed May 13, 2025

On file with the IRSKansas City, MOTax-exempt since Mar 2004Publicly supported charity — 170(b)(1)(A)(vi)

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

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $12K a year · 2% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 3.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$376K
-73% vs prior year
Spent
$979K
To programs
100%
Net assets
$319K
By yearFY2020–FY2024
Revenue
$376K
FY2024▼ -73%
Tap a bar for its year
Revenue by fiscal year
FY2020$802K
FY2021$148K
FY2022$507K
FY2023$1.4M
FY2024$376K
Expenses
$979K
FY2024▲ +37%
Tap a bar for its year
Expenses by fiscal year
FY2020$733K
FY2021$217K
FY2022$619K
FY2023$712K
FY2024$979K
Net assets
$319K
FY2024▼ -65%
Tap a bar for its year
Net assets by fiscal year
FY2020$448K
FY2021$379K
FY2022$268K
FY2023$923K
FY2024$319K

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $976K Management & general 0% · $3K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation
William W Humphrey III
Director and Secretary
$0Pt VII · Sec A
Troy R Cook
Director
$0Pt VII · Sec A
Marshall Lockton
Dir and Board Chair
$0Pt VII · Sec A
Julie Gibson
Director
$0Pt VII · Sec A
Tim Ryan
Dir and Pres
$0Pt VII · Sec A
Travis Leonard
Dir and CFO
$0Pt VII · Sec A
$0Pt VII · Sec A
Jessica Clark
Asst Treas
$0Pt VII · Sec A
See Lockton Cares INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps Lockton employees facing financial hardship from disasters or emergencies.

Questions for Lockton Cares INC

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2 programs · $1.2M · in their own filed words · FY2024
01

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.

$976Kprogram expense
02

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.

$221Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Insurance Industry Charitable Foundation INCFY2025$10K
Total grants receivedfrom 1 funder$10K
Grants paid · 123 grants · $2.6M · 2020–2024
Camo to CollegeKS · FY2024$100,000
United Way WorldwideVA · FY2024$85,000
Your Ethiopian Professionals NetworkDC · FY2024$50,000
World Central Kitchen IncorporatedDC · FY2024$50,000
Operation Airdrop INCTX · FY2024$50,000
Ronald McDonald House Kansas CityMO · FY2024$37,998
United WeMO · FY2024$37,500
The Motivational Edge INCFL · FY2024$25,000
The Connecticut Institute for the Blind INCCT · FY2024$25,000
Nationwide Childrens Hospital FoundOH · FY2024$25,000
Leukemia and Lymphoma SociNY · FY2024$25,000
Kansas City Dream Center CoKS · FY2024$25,000
Into Freedom INCMO · FY2024$25,000
Holy Trinity ChurchDC · FY2024$25,000
Boy Scouts of AmericaTX · FY2024$25,000
Back to PlayMO · FY2024$25,000
Precision Ocular NetworkAL · FY2024$25,000
Community Foundation of Tampa Bay INCFL · FY2024$15,000
See all 123 grants →

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$376K
Ln 12
Gifts and grantsLn 1h$586K
Investment incomeLn 3$11K
Money outPt IX
$979K
Ln 25
Programscol B$976K
Managementcol C$3K
Owns and owesPt X
$319K
net assets · Ln 32
Cash and savingsLn 1–2$308K
Total assetsLn 16$319K
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$586K
Investment incomeLn 3$11K
Total revenueLn 12$376K
Assets in detailPt X, end of year
CashLn 1$131K
SavingsLn 2$177K
Cash and savings togetherLn 1–2$308K
Notes and loans receivableLn 7$11K
Total assetsLn 16$319K
LiabilitiesLn 26$0
Net assetsLn 32$319K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$915K$308K
Total assetsLn 16$923K$319K
LiabilitiesLn 26$0$0
Net assetsLn 32$923K$319K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$823K$823K
Grants to domestic individualsLn 2$153K$153K
Other expenses (24a–d)Ln 24$3K$3K
Total functional expensesLn 25$979K$976K$3K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS May 13, 2025 $376K$979K−$603K$319K 990 PDF
FY2023Filed with the IRS Nov 13, 2024 $1.4M$712K$655K$923K 990 PDF
FY2022Filed with the IRS May 12, 2023 $507K$619K−$112K$268K 990 PDF
FY2021Filed with the IRS May 13, 2022 $148K$217K−$69K$379K 990 PDF
FY2020Filed with the IRS May 17, 2021 $802K$733K$69K$448K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $375,673 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,521,592$585,999
I-9 Program service revenue$0
I-10 Investment incomePrior year $8,727$10,668
I-11 Other revenuePrior year −$163,202−$220,994
I-12 Total revenuePrior year $1,367,117$375,673
I-13 Grants and similar amounts paidPrior year $709,013$976,111
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $3,106$2,930
I-18 Total expensesPrior year $712,119$979,041
I-19 Revenue less expensesPrior year $654,998−$603,368
Part VI · Governance 6 of 6 board members independent, 4 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $375,673 across 5 lines filed
VIII-1f All other contributions, gifts and grants$324,999
VIII-1h Total contributions, gifts and grants$585,999
VIII-3 Investment income$10,668
VIII-8 Net income from fundraising events−$220,994
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$375,673
Part IX · Statement of functional expenses $979,041 across 3 lines filed
IX-1 Grants to domestic organizationsPrograms $823,142$823,142
IX-2 Grants to domestic individualsPrograms $152,969$152,969
IX-24 Other expenses (24a–d)Management $2,930$2,930
IX-25 Total functional expensesPrograms $976,111 · Management $2,930 · Fundraising $0$979,041
Part X · Balance sheet $319,236 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $709,805$130,571
X-2 Savings and temporary cash investmentsStart of year $205,634$177,424
X-7 Notes and loans receivableStart of year $7,164$11,241
X-16 Total assetsStart of year $922,603$319,236
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $922,603$319,236
X-32 Total net assets or fund balancesStart of year $922,603$319,236
X-33 Total liabilities and net assetsStart of year $922,603$319,236
Part XI · Reconciliation of net assets $319,236 net assets at year end
XI-1 Total revenue$375,673
XI-2 Total expenses$979,041
XI-3 Revenue less expenses−$603,368
XI-4 Net assets at start of year$922,603
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$319,236

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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