Civic Intelligence

Amanda W Lockey Foundation

EIN 47-3657021 • 501(c)3 • Richland, MS

Profile

To advance scientific and medical research related to diagnosis, treatment, cure and prevention of pancreatic cancer, neuroendocrine cancer and all other forms of cancer through various fundraising efforts.

408 Hwy 49 SRichland, MS 39218

www.amandalockeyfoundation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

2.49x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

1.59x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

86th percentile

44%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

102%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$160,855

Up $48,997 (+44%) from 2023

Liabilities

Down

$400,000

Down $400,000 (-50%) from 2023

Net Assets

Up

-$239,145

Up $448,997 (+65%) from 2023

Revenue

Up

$250,815

Up $126,758 (+102%) from 2023

Expenses

Down

$4,179

Down $198,020 (-98%) from 2023

Net Income

Up

$246,636

Up $324,778 (+416%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500K-$1.0MAssets 2016: $553,209Liabilities 2016: $197,000Net Assets 2016: $356,2092016Assets 2017: $545,668Liabilities 2017: $100,000Net Assets 2017: $445,6682017Assets 2018: $582,372Liabilities 2018: $101,580Net Assets 2018: $480,7922018Assets 2019: $526,867Liabilities 2019: $170,000Net Assets 2019: $356,8672019Assets 2020: $400,239Liabilities 2020: $20,000Net Assets 2020: $380,2392020Assets 2021: $411,620Liabilities 2021: $0Net Assets 2021: $411,6202021Assets 2023: $111,858Liabilities 2023: $800,000Net Assets 2023: -$688,1422023Assets 2024: $160,855Liabilities 2024: $400,000Net Assets 2024: -$239,1452024

Highlighted filing

2024

Assets$160,855
Liabilities$400,000
Net Assets-$239,145

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2016: $634,370Expenses 2016: $300,561Net Income 2016: $333,8092016Revenue 2017: $185,962Expenses 2017: $315,803Net Income 2017: -$129,8412017Revenue 2018: $56,602Expenses 2018: $13,222Net Income 2018: $43,3802018Revenue 2019: $23,058Expenses 2019: $210,851Net Income 2019: -$187,7932019Revenue 2020: $41,383Expenses 2020: $11,717Net Income 2020: $29,6662020Revenue 2021: $47,369Expenses 2021: $9,553Net Income 2021: $37,8162021Revenue 2023: $124,057Expenses 2023: $202,199Net Income 2023: -$78,1422023Revenue 2024: $250,815Expenses 2024: $4,179Net Income 2024: $246,6362024

Highlighted filing

2024

Revenue$250,815
Expenses$4,179
Net Income$246,636

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$302,115
Mission and Program Overview

Mission

To advance scientific and medical research related to diagnosis, treatment, cure and prevention of pancreatic cancer, neuroendocrine cancer and all other forms of cancer through various fundraising efforts.

To advance scientific & medical research to diagnose, cure, treat & prevent pancreatic cancer.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$493$134,326▲ $133,833
Land, Buildings, and Equipment, Net$36,000--
Investments Other Securities$75,365$26,529▼ $48,836
Total Assets$111,858$160,855▲ $48,997
Liabilities
Other Liabilities$800,000$400,000▼ $400,000
Total Liabilities$800,000$400,000▼ $400,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-688,142$-239,145▲ $448,997
Total Net Assets Fund Balance$-688,142$-239,145▲ $448,997
Total Liabilities and Net Assets / Fund Balance$111,858$160,855▲ $48,997

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$8,235--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Payton L LockeyPresident
Amanda W LockeyVice President
Bt SteadmanBoard Member
David CraddockBoard Member
Greg MaloneyBoard Member
John M WiseBoard Member
Margaret C BiggsBoard Member
Mike WilliamsBoard Member
Elizabeth MichaelTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$251,750
Program Service Revenue
$0
Investment Income
$-935
Other Revenue
$0
All Other Contributions
$251,750
Change in Net Assets
$246,636
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,179
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$2,129-$2,129
Other Expenses-$1,508-$1,508
Office Expenses-$542-$542
Total Functional Expenses$0$4,179$0$4,179
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Promise to Give Long Term$400,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
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, Section A, Line 2

1) payton lockey, president, and amanda lockey, vice-president, are married. Both of them donate their time to the foundation. 2) board member, mike williams is the father of amanda lockey, the vice-president. He donates his time to the foundation. 3) the secretary/treasurer is a former employee in the same business with payton lockey, board president. 4) no payments were made to businesses owned by any of the above related parties. 5) b.t. Steadman has a business relationship with payton lockey, board president.

Form 990, Part VI, Section B, Line 11B

A draft of form 990 is provided to the board of directors. The draft is reviewed and discussed and any questions brought up by the board members are answered and cleared before the return is filed

Form 990, Part VI, Section B, Line 12C

Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person: 1) has received a copy of the conflicts of interest policy, 2) has read and understands the policy, 3) has agreed to comply with the policy, and 4) understands that the corporation is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.

Form 990, Part VI, Section B, Line 15

To ensure the corporation operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include whether compensation arrangements and benefits are reasonable, based on competent survey information and the result of arm's length bargaining. When conducting the periodic reviews, the corporation may, but need not, use outside advisors. If outside experts are used, their use shall not relieve the governing board of its responsibility for ensuring periodic reviews are conducted.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Amanda W Lockey Foundation
EIN
47-3657021
Phone
6019334650
Address
408 HWY 49 S, RICHLAND, MS 39218

Signing Officer

Name
Payton L Lockey
Title
President
Phone
6019334650
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Payton L Lockey
Formed
2015
Legal Domicile
Ms
Voting Board Members
9
Independent Board Members
5
Employees
0
Volunteers
9

Preparer

Firm
Matthews Cutrer & Lindsay Pa
Address
1020 HIGHLAND COLONY PKWY 500, RIDGELAND, MS 39157
Preparer
Charles R Lindsay CPA
Phone
6018988875
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

To remedy prior year expense to decrease payable 200,000.

Raw XML Appendix359 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt01) PAYTON LOCKEY, PRESIDENT, AND AMANDA LOCKEY, VICE-PRESIDENT, ARE MARRIED. BOTH OF THEM DONATE THEIR TIME TO THE FOUNDATION. 2) BOARD MEMBER, MIKE WILLIAMS IS THE FATHER OF AMANDA LOCKEY, THE VICE-PRESIDENT. HE DONATES HIS TIME TO THE FOUNDATION. 3) THE SECRETARY/TREASURER IS A FORMER EMPLOYEE IN THE SAME BUSINESS WITH PAYTON LOCKEY, BOARD PRESIDENT. 4) NO PAYMENTS WERE MADE TO BUSINESSES OWNED BY ANY OF THE ABOVE RELATED PARTIES. 5) B.T. STEADMAN HAS A BUSINESS RELATIONSHIP WITH PAYTON LOCKEY, BOARD PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS. THE DRAFT IS REVIEWED AND DISCUSSED AND ANY QUESTIONS BROUGHT UP BY THE BOARD MEMBERS ARE ANSWERED AND CLEARED BEFORE THE RETURN IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: 1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, 2) HAS READ AND UNDERSTANDS THE POLICY, 3) HAS AGREED TO COMPLY WITH THE POLICY, AND 4) UNDERSTANDS THAT THE CORPORATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO ENSURE THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING. WHEN CONDUCTING THE PERIODIC REVIEWS, THE CORPORATION MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. IF OUTSIDE EXPERTS ARE USED, THEIR USE SHALL NOT RELIEVE THE GOVERNING BOARD OF ITS RESPONSIBILITY FOR ENSURING PERIODIC REVIEWS ARE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO REMEDY PRIOR YEAR EXPENSE TO DECREASE PAYABLE 200,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MS
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0111858
IRS990/TotalAssetsEOYAmt0160855
IRS990/TotalAssetsGrp/BOYAmt0111858
IRS990/TotalAssetsGrp/EOYAmt0160855
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0251750
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04179
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04179
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0800000
IRS990/TotalLiabilitiesEOYAmt0400000
IRS990/TotalLiabilitiesGrp/BOYAmt0800000
IRS990/TotalLiabilitiesGrp/EOYAmt0400000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-688142
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-239145
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-935
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0250815
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0111858
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0160855
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0408 HWY 49 S
IRS990/USAddress/CityNm0RICHLAND
IRS990/USAddress/StateAbbreviationCd0MS
IRS990/USAddress/ZIPCd039218
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.AMANDALOCKEYFOUNDATION.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAYTON L LOCKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06019334650
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMANDA W LOCKEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AMAN
ReturnHeader/Filer/EIN0473657021
ReturnHeader/Filer/PhoneNum06019334650
ReturnHeader/Filer/USAddress/AddressLine1Txt0408 HWY 49 S
ReturnHeader/Filer/USAddress/CityNm0RICHLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039218
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640897081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEWS CUTRER & LINDSAY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01020 HIGHLAND COLONY PKWY 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIDGELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039157
ReturnHeader/PreparerPersonGrp/PhoneNum06018988875
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES R LINDSAY CPA
ReturnHeader/ReturnTs02025-11-13T09:18:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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