Civic Intelligence

Lokey Charities Inc

990 • Fiscal year 2018 • EIN 27-1687370

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 23, 2019

Organization Profilelokeycharities.org
27758 US Highway 19 NorthClearwater, FL 33761-4901

(727) 789-8100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

87th percentile

64%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$61,805

Up $24,088 (+64%) from 2017

Net Assets

Up

$61,805

Up $24,088 (+64%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin70th percentile

Revenue

Up

$168,745

Up $27,389 (+19%) from 2017

Expenses

Up

$144,657

Up $2,566 (+1.8%) from 2017

Net Income

Up

$24,088

Up $24,823 (+3377%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $25,415Liabilities 2011: $1,000Net Assets 2011: $24,4152011Assets 2012: $76,241Liabilities 2012: $1,000Net Assets 2012: $75,2412012Assets 2013: $59,598Liabilities 2013: $1,000Net Assets 2013: $58,5982013Assets 2014: $58,571Liabilities 2014: $1,000Net Assets 2014: $57,5712014Assets 2015: $61,290Liabilities 2015: $1,000Net Assets 2015: $60,2902015Assets 2016: $38,452Liabilities 2016: $0Net Assets 2016: $38,4522016Assets 2017: $37,717Liabilities 2017: $0Net Assets 2017: $37,7172017Assets 2018: $61,805Liabilities 2018: $0Net Assets 2018: $61,8052018Assets 2019: $21,036Liabilities 2019: $0Net Assets 2019: $21,0362019Assets 2020: $47,176Liabilities 2020: $0Net Assets 2020: $47,1762020Assets 2021: $91,855Liabilities 2021: $0Net Assets 2021: $91,8552021Assets 2022: $103,160Liabilities 2022: $0Net Assets 2022: $103,1602022Assets 2023: $124,095Liabilities 2023: $0Net Assets 2023: $124,0952023Assets 2024: $149,314Liabilities 2024: $44,037Net Assets 2024: $105,2772024

Highlighted filing

2018

Assets$61,805
Liabilities$0
Net Assets$61,805
Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $210,3262011Expenses 2012: $226,5292012Revenue 2013: $80,588Expenses 2013: $97,231Net Income 2013: -$16,6432013Revenue 2014: $130,737Expenses 2014: $131,764Net Income 2014: -$1,0272014Revenue 2015: $129,738Expenses 2015: $127,019Net Income 2015: $2,7192015Revenue 2016: $182,853Expenses 2016: $204,691Net Income 2016: -$21,8382016Revenue 2017: $141,356Expenses 2017: $142,091Net Income 2017: -$7352017Revenue 2018: $168,745Expenses 2018: $144,657Net Income 2018: $24,0882018Revenue 2019: $123,227Expenses 2019: $163,996Net Income 2019: -$40,7692019Revenue 2020: $107,938Expenses 2020: $81,798Net Income 2020: $26,1402020Revenue 2021: $126,821Expenses 2021: $82,142Net Income 2021: $44,6792021Revenue 2022: $88,789Expenses 2022: $77,484Net Income 2022: $11,3052022Revenue 2023: $136,845Expenses 2023: $115,910Net Income 2023: $20,9352023Revenue 2024: $93,151Expenses 2024: $111,969Net Income 2024: -$18,8182024

Highlighted filing

2018

Revenue$168,745
Expenses$144,657
Net Income$24,088
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 23, 2019
Return Version
2018v3.1
Gross Receipts
$201,460
Mission and Program Overview

Mission

To help children and youth reach their full potential by providing for basic needs such as food, shelter, access to medical care and positive mentoring.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$37,717$61,805▲ $24,088
Rtn Earn Endowment Incm Other Fnds$37,717$61,805▲ $24,088
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net-$0-
Loans From Officers Directors-$0-
Total Assets$37,717$61,805▲ $24,088
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,717$61,805▲ $24,088
Total Liabilities and Net Assets / Fund Balance$37,717$61,805▲ $24,088
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
-President / Vice President
-Secretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$165,950
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$2,795
All Other Contributions
$100,230
Change in Net Assets
$24,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$124,992
Other Expenses$19,665
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$124,992--$124,992
Fees for Services Accounting-$2,000-$2,000
Office Expenses-$758-$758
Other Expenses$16,637$270-$270
Total Functional Expenses$141,629$3,028$0$144,657
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Skycrest Community ChurchClearwater, FL501(c)(3)Community Partnership Support$30,000
Homeless Emergency ProgramClearwater, FL501(c)(3)Assistance to homeless families$10,000
Jim McDavid Charities IncTequesta, FL501(c)(3)Support to Concern for Police Survivors$10,000
Kids Charity of Tampa BayTampa, FL501(c)(3)Housing and mentoring of forster children$10,000
The DePaul School for DyslexiaClearwater, FL501(c)(3)General Support$10,000
YMCA SuncoastClearwater, FL501(c)(3)General Support$10,000
Goodwill Industries-Suncoast IncSt Petersburg, FL501(c)(3)Support adults with disablities$7,500
Cornerstone Campus MinistryTampa, FL501(c)(3)Support Ministry on College Campus in Tampa$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$32,715
Fundraising Gross Income$29,561
Gaming Gross Income$5,949
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$95,281$29,561$10,733$18,828
Event 2-$0-$0
Total Events$95,281$29,561$32,715$-3,154
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 15 Lines 15A & 15B - Process for Determining Compensation

“The organization does not compensate any employees, so Form 990, Part VI, Lines 15a & 15b are checked "no" in accordance with IRS instructions.”

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

“Paul Lokey & Teri Aaron - Business relationship”

Form 990, Part VI, Line 8B Documentation of meetings held by committees of governing body

“This question is answered "no" in accordance with IRS instructions. The organization does not have any committees.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The Form 990 is prepared by the organization and it is then reviewed by an independent accounting firm. A copy is made available to all board members prior to filing with the IRS.”

Form 990, Part VI, Line 19 Required documents available to the public

“The organization makes the governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lokey Charities Inc
EIN
27-1687370
Phone
7277898100
Address
27758 US Highway 19 North, Clearwater, FL 33761-4901

Signing Officer

Name
Terri A Aaron
Title
Secretary, Treasurer
Signed
2019-09-23
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Fl
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Crowe Llp
Address
401 East Las Olas Blvd Suite 1100, Fort Lauderdale, FL 33301-4230
Preparer
Brittney Kocaj
Phone
9542028600
Raw XML AppendixShowing 400 of 489 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.0
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt035510
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt020301
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt020040
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt025113
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt025003
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0125967
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.3067
IRS990ScheduleA/PublicSupportPY509Pct00.3617
IRS990ScheduleA/PublicSupportTotal509Amt0282712
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0108730
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt095511
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0143325
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt084280
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt081159
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0513005
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0166950
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0155721
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0201610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0134091
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0137345
IRS990ScheduleA/Total509Grp/TotalAmt0795717
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0202460
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0176022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0221650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0159204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0162348
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0921684
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt065720
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt065720
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032715
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06172
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06172
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt095281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029561
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029561
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3154
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02850
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02850
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010733
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010733
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012960
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012960
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt67500
IRS990ScheduleI/RecipientTable/CashGrantAmt76000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Community Partnership Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Assistance to homeless families
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Housing and mentoring of forster children
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Support to Concern for Police Survivors
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Support adults with disablities
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Support Ministry on College Campus in Tampa
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Skycrest Community Church
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Homeless Emergency Program
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Kids Charity of Tampa Bay
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3YMCA Suncoast
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4The DePaul School for Dyslexia
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Jim McDavid Charities Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Goodwill Industries-Suncoast Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7Cornerstone Campus Ministry
IRS990ScheduleI/RecipientTable/RecipientEIN0590818928
IRS990ScheduleI/RecipientTable/RecipientEIN1592729694
IRS990ScheduleI/RecipientTable/RecipientEIN2550900271
IRS990ScheduleI/RecipientTable/RecipientEIN3590810731
IRS990ScheduleI/RecipientTable/RecipientEIN4592249591
IRS990ScheduleI/RecipientTable/RecipientEIN5813958709
IRS990ScheduleI/RecipientTable/RecipientEIN6590718492
IRS990ScheduleI/RecipientTable/RecipientEIN7412173451
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0125 N Bwelcher Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11120 N Betty Lane
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt24115 W Spruce St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32469 Enterprise Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42747 Sunset Point Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51 Main Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO Box 14456
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7PO Box17244
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Clearwater
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Clearwater
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Tampa
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Clearwater
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Clearwater
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Tequesta
IRS990ScheduleI/RecipientTable/USAddress/CityNm6St Petersburg
IRS990ScheduleI/RecipientTable/USAddress/CityNm7Tampa
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033765
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd133755
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd233607
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd333763
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd433759
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd533469
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd6337334456
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd733682
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Lokey Charities only provides grants to an organization if its solicitation status is in good standing with the state of Florida. The organization also analyzes the program vs. management expense ratios when considering a potential grantee organization.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.
IRS990ScheduleI/Total501c3OrgCnt08
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization does not compensate any employees, so Form 990, Part VI, Lines 15a & 15b are checked "no" in accordance with IRS instructions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Paul Lokey & Teri Aaron - Business relationship

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,805
Liabilities
$0
Net assets
$61,805
Revenue
$168,745
Expenses
$144,657
Net income
$24,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.44$1.05$0.93$1.12$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$1.37$1.16$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.89$0.77$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.27$0.82$0.45
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.08$0.82$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.23$1.64$0.41
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.69$1.45$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.41$1.42$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.83$2.05$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.01$0.60$1.30$1.27$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.01$0.58$1.31$1.32$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.60$0.01$0.59$0.81$0.97$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.01$0.75$2.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.01$0.24$2.10