Civic Intelligence

Lokey Charities Inc

990EZ • Fiscal year 2020 • EIN 27-1687370

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

90th percentile

124%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

-12%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$47,176

Up $26,140 (+124%) from 2019

Net Assets

Up

$47,176

Up $26,140 (+124%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$107,938

Down $15,289 (-12%) from 2019

Expenses

Down

$81,798

Down $82,198 (-50%) from 2019

Net Income

Up

$26,140

Up $66,909 (+164%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$47,176
Liabilities$0
Net Assets$47,176

Operations Trend

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

2020

Revenue$107,938
Expenses$81,798
Net Income$26,140
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.0
Gross Receipts
$150,218
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.

Financial products and services, inc.

Program Services

DescriptionGrantsExpenses
Lokey Charities, INC. provides grants to community organizations to further its mission to help children and youth reach their full potential by providing for basic needs such as food, shelter, medical care and positive mentoring$77,743$77,743
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul B LokeyPresident-$0--
Teri A AaronSecretary / Tresasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$114,710$27,800$12,254$15,546
Event 2-$0-$0
Total Events$114,710$27,800$42,280$-14,480
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
2021-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Crowe Llp
Address
401 East Las Olas Blvd Suite 1100, Fort Lauderdale, FL 33301-4230
Preparer
Brittney Kocaj
Phone
9542028600
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 Grants Paid

Activity:campus ministry- to evangelize college students during a crucial time in their lives;grantee name:cornerstone christian church;grantee address:po box 17244 , tampa, fl, 33682-7244, us;amount:6000;relationship:none;activity:community support;grantee name:skycrest community church;grantee address:125 n belcher road , clearwater, fl, 33765-____, us;amount:30000;relationship:none;activity:promoting parenting skills;grantee name:family first;grantee address:5509 west gray st , tampa, fl, 33609-____, us;amount:10000;relationship:none;activity:providing support for children of fallen officers;grantee name:jim mcdavid charities, inc.;grantee address:1 main street , tequesta, fl, 33469-____, us;amount:10000;relationship:none;activity:;grantee name:greater pal harbor ymca;grantee address: , , none, , us;amount:2000;relationship:none;activity:;grantee name:bay area pregnancy center;grantee address: , , none, , us;amount:2500;relationship:none;activity:;grantee name:salvation army;grantee address: , , none, , us;amount:2000;relationship:none;activity:;grantee name:the children's dream fund;grantee address: , , none, , us;amount:1000;relationship:none;activity:;grantee name:wheelchairs 4 kids;grantee address: , , none, , us;amount:2500;relationship:none;activity:;grantee name:skycrest community-club members;grantee address: , , none, , us;amount:3557;relationship:none;activity:auto payments & repairs;grantee name:grants to individuals;grantee address: , , none, , us;amount:7431;relationship:none;activity:;grantee name:misc charities;grantee address: , , none, , us;amount:755;relationship:none;

Form 990-EZ, Part I, Line 16 Other Expenses

Business Registration Fee - 125; PayPal Fees - 343;

Raw XML Appendix212 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.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum07277898100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027758 US HIGHWAY 19 NORTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLEARWATER
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0337614901
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0468
IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION - FUNDRAISING REVENUE, COLUMN A - 15475.0, COLUMN B - 15855.0, COLUMN C - 29561.0, COLUMN D - 21500.0, COLUMN E - 27800.0, COLUMN F - 110191.0; DESCRIPTION - GAMING REVENUE, COLUMN A - 4565.0, COLUMN B - 4446.0, COLUMN C - 5949.0, COLUMN D - 5615.0, COLUMN E - 5508.0, COLUMN F - 26083.0;
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12 Other Income
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY:CAMPUS MINISTRY- TO EVANGELIZE COLLEGE STUDENTS DURING A CRUCIAL TIME IN THEIR LIVES;GRANTEE NAME:CORNERSTONE CHRISTIAN CHURCH;GRANTEE ADDRESS:PO BOX 17244 , TAMPA, FL, 33682-7244, US;AMOUNT:6000;RELATIONSHIP:NONE;ACTIVITY:COMMUNITY SUPPORT;GRANTEE NAME:SKYCREST COMMUNITY CHURCH;GRANTEE ADDRESS:125 N BELCHER ROAD , CLEARWATER, FL, 33765-____, US;AMOUNT:30000;RELATIONSHIP:NONE;ACTIVITY:PROMOTING PARENTING SKILLS;GRANTEE NAME:FAMILY FIRST;GRANTEE ADDRESS:5509 WEST GRAY ST , TAMPA, FL, 33609-____, US;AMOUNT:10000;RELATIONSHIP:NONE;ACTIVITY:PROVIDING SUPPORT FOR CHILDREN OF FALLEN OFFICERS;GRANTEE NAME:JIM MCDAVID CHARITIES, INC.;GRANTEE ADDRESS:1 MAIN STREET , TEQUESTA, FL, 33469-____, US;AMOUNT:10000;RELATIONSHIP:NONE;ACTIVITY:;GRANTEE NAME:GREATER PAL HARBOR YMCA;GRANTEE ADDRESS: , , NONE, , US;AMOUNT:2000;RELATIONSHIP:NONE;ACTIVITY:;GRANTEE NAME:BAY AREA PREGNANCY CENTER;GRANTEE ADDRESS: , , NONE, , US;AMOUNT:2500;RELATIONSHIP:NONE;ACTIVITY:;GRANTEE NAME:SALVATION ARMY;GRANTEE ADDRESS: , , NONE, , US;AMOUNT:2000;RELATIONSHIP:NONE;ACTIVITY:;GRANTEE NAME:THE CHILDREN'S DREAM FUND;GRANTEE ADDRESS: , , NONE, , US;AMOUNT:1000;RELATIONSHIP:NONE;ACTIVITY:;GRANTEE NAME:WHEELCHAIRS 4 KIDS;GRANTEE ADDRESS: , , NONE, , US;AMOUNT:2500;RELATIONSHIP:NONE;ACTIVITY:;GRANTEE NAME:SKYCREST COMMUNITY-CLUB MEMBERS;GRANTEE ADDRESS: , , NONE, , US;AMOUNT:3557;RELATIONSHIP:NONE;ACTIVITY:AUTO PAYMENTS & REPAIRS;GRANTEE NAME:GRANTS TO INDIVIDUALS;GRANTEE ADDRESS: , , NONE, , US;AMOUNT:7431;RELATIONSHIP:NONE;ACTIVITY:;GRANTEE NAME:MISC CHARITIES;GRANTEE ADDRESS: , , NONE, , US;AMOUNT:755;RELATIONSHIP:NONE;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Business Registration Fee - 125; PayPal Fees - 343;
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 Other Expenses
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Terri A Aaron
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary, Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lokey Charities Inc
ReturnHeader/Filer/BusinessNameControlTxt0LOKE
ReturnHeader/Filer/EIN0271687370
ReturnHeader/Filer/PhoneNum07277898100
ReturnHeader/Filer/USAddress/AddressLine1Txt027758 US Highway 19 North
ReturnHeader/Filer/USAddress/CityNm0Clearwater
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0337614901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0350921680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROWE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 East Las Olas Blvd Suite 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Lauderdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333014230
ReturnHeader/PreparerPersonGrp/PhoneNum09542028600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brittney Kocaj
ReturnHeader/ReturnTs02021-05-04T08:00:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Terri
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0A
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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