LOCKTON CARES INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LOCKTON CARES INC (EIN 41-2113872)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202141379349300019
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T09:29:02-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263675889 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Law Office of James C Thomas III | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7509 NW Tiffany Springs Parkway | AddressLine1Txt |
| Address Line2 | Suite 300 | AddressLine2Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412113872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lockton Cares Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Lisa Homan | InCareOfNm |
| Business Name Control | LOCK | BusinessNameControlTxt |
| Phone | 8164824795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 W 47th Street Ste 900 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA HOMAN | PersonNm |
| Person Title | Asst Treasurer | PersonTitleTxt |
| Phone | 8164822795 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | HOMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES C THOMAS III | PreparerPersonNm |
| PTIN | P01445728 | PTIN |
| Phone | 8165849393 | PhoneNum |
| Preparation | 2021-05-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER F CLUNE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 W 47th Street Ste 900 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $802,916 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | assisting employees of Lockton Companies Inc who are experiencing economic hardship due to natural or civil disaster or other events | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $137,360 | PYContributionsGrantsAmt |
| CY Contributions Grants | $801,721 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,384 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,195 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$51,998 | PYOtherRevenueAmt |
| CY Other Revenue | -$557 | CYOtherRevenueAmt |
| PY Total Revenue | $92,746 | PYTotalRevenueAmt |
| CY Total Revenue | $802,359 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $119,872 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $724,361 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,308 | PYOtherExpensesAmt |
| CY Other Expenses | $8,503 | CYOtherExpensesAmt |
| PY Total Expenses | $125,180 | PYTotalExpensesAmt |
| CY Total Expenses | $732,864 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$32,434 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $69,495 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $378,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $448,173 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $378,677 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $448,173 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $705,732 | ExpenseAmt |
| Grant | $705,734 | GrantAmt |
| Revenue | $755,221 | RevenueAmt |
| Desc | 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 expenes from severe illness or accident or other hardship. This assistance includes loans and outright grants to employees. Outstanding loans at the beginning of 2020 were 3,102.82. Payments of $1,780.86 were made on these loans in 2020 so the outstanding loan balances were $1,322.14 at the end of 2020. The organization made hardship grants to six individuals in 2020. The organization also continued supporting the Adopt A Soldier program and numerous other charitable organizations, including grants of over $600,000 in response to Covid. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,185 | ExpenseAmt |
| Grant | $18,627 | GrantAmt |
| Revenue | $56,500 | RevenueAmt |
| Desc | The organization's annual Fishing Derby was not held in the traditional manner in 2020 due to Covid. Several organizations continued their annual donations to support the Fishing Derby. Contributions received were distributed to other charitable beneficiaries. Although $18,627 of specific donations were tied directly to the Fishing Derby. Other donations were made as part of the organization's signficant reponse to the Covid outbreak. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $724,917 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA HOMAN | PersonNm |
| Phone | 8164824795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 W 47th Street Ste 900 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| PETER F CLUNE | |||||
| Dir and President | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM W HUMPHREY III | |||||
| Director and Secretary | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN C ABERCROMBIE | |||||
| Asst Sec | Yes (X) | $0 | $0 | $0 | |
| TROY R COOK | |||||
| Director and Treas | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LISA HOMAN | |||||
| Asst Treas | Yes (X) | $0 | $0 | $0 | |
| JULIE GIBSON | |||||
| Director | Yes (X) | $0 | $0 | $0 | |
| KELLY CONWAY | |||||
| Director | Yes (X) | $0 | $0 | $0 | |
| MARSHALL LOCKTON | |||||
| Director | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $56,500 | FundraisingAmt |
| All Other Contributions | $745,221 | AllOtherContributionsAmt |
| Total Contributions | $801,721 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,195 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $46,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $557 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$557 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $802,359 | TotalRevenueColumnAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $704,863 | TotalAmt |
| Program Services | $704,863 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,498 | TotalAmt |
| Program Services | $19,498 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Bank Fees | $1,095 | $1,095 |
| CC Contrib. Porcessing Fees | $7,408 | $7,408 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,864 | TotalAmt |
| Program Services | $724,361 | ProgramServicesAmt |
| Management And General | $8,503 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,656 | BOYAmt |
| EOY | $170,365 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,918 | BOYAmt |
| EOY | $276,486 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,103 | BOYAmt |
| EOY | $1,322 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,677 | BOYAmt |
| EOY | $448,173 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,677 | BOYAmt |
| EOY | $448,173 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,677 | BOYAmt |
| EOY | $448,173 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,677 | BOYAmt |
| EOY | $448,173 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $69,495 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $596,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $172,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $801,721 | CurrentTaxYearAmt |
| Total | $1,707,974 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $596,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $172,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $801,721 | CurrentTaxYearAmt |
| Total | $1,707,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $717,000 | SubstantialContributorsTotAmt |
| Public Support Total170 | $990,974 | PublicSupportTotal170Amt |
| Total Support | $1,707,974 | TotalSupportAmt |
| Public Support CY170 | 0.58020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Fishing Der | Event1Nm |
| Gross Receipts Event1 | $56,500 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $56,500 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $557 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $56,500 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $56,500 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $557 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $557 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $55,943 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other | Part II, Line 9 -- reimbursement for venue reservation and |
| Other | other miscellaneous items |
| Other | The event was not held as normal due to Covid, but some |
| Other | contributions were received and some non-refundable |
| Other | expenses were incurred. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Project HOPE | ||||||||
| 7500 Old Georgetown Rd Ste 600 | Bethesda | MD | 20814 | 530242962 | 501c3 | $6,727 | $0 | General Purposes |
| SafeHome | ||||||||
| P O Box 4563 | Overland Park | KS | 66204 | 480917798 | 501c3 | $20,000 | $0 | General Purposes |
| The Battle Within | ||||||||
| P O Box 2878 | Olathe | KS | 66063 | 832379887 | 501c3 | $20,000 | $0 | General Purposes |
| Completely Kids | ||||||||
| 2566 St Marys Ave | Omaha | NE | 68105 | 275111197 | 501c3 | $5,288 | $0 | General Purposes |
| Shepherd's Center | ||||||||
| 757 Armstrong Ave | Kansas City | KS | 66101 | 481039483 | 501c3 | $20,000 | $0 | General Purposes |
| Second Harvest Food Bank o | ||||||||
| 700 Edwards Ave | New Orleans | LA | 70123 | 720956468 | 501c3 | $10,600 | $0 | General Purposes |
| Child Protection Center | ||||||||
| 3101 Broadway St Ste 750 | Kansas City | MO | 64111 | 204535728 | 501c3 | $20,000 | $0 | General Purposes |
| Tarrant Food Bank | ||||||||
| 2600 Cullen St | Fort Worth | TX | 76107 | 751822473 | 501c3 | $12,900 | $0 | General Purposes |
| Houston Food Bank | ||||||||
| 535 Portwall St | Houston | TX | 77029 | 742181456 | 501c3 | $63,453 | $0 | General Purposes |
| North Texas Food Bank | ||||||||
| 3677 Mapleshade Lane | Plano | TX | 75075 | 751785357 | 501c3 | $65,932 | $0 | General Purposes |
| Pork Cares - Nebraska Pork | ||||||||
| 4435 O St Ste 200 | Lincoln | NE | 68510 | 470491995 | 501c3 | $5,288 | $0 | General purposes |
| Share Our StrengthNo Kids | ||||||||
| 1030 15th Street NW Ste 1100 W | Washington | DC | 20005 | 521367538 | 501c3 | $18,500 | $0 | General purposes |
| Open Hand Atlanta | ||||||||
| 181 Armour Dr NE | Atlanta | GA | 30324 | 581816778 | 501c3 | $10,000 | $0 | General Purposes |
| CT Alliance to End Sexual | ||||||||
| 96 Pitkin St | East Hartford | CT | 06108 | 061076946 | 501c3 | $8,133 | $0 | General Purposes |
| Food Share | ||||||||
| 450 Woodland Ave | Bloomfield | CT | 06002 | 222474771 | 501c3 | $8,133 | $0 | General Purposes |
| The Father McKenna Center | ||||||||
| 19 I St NW | Washington | DC | 20001 | 461406974 | 501c3 | $6,017 | $0 | General Purposes |
| Charlotte Rescue Mission | ||||||||
| P O Box 33000 | Charlotte | NC | 28233 | 560571223 | 501c3 | $18,500 | $0 | General Purposes |
| House of Ruth - DC | ||||||||
| 5 Thomas Circle NW | Washington | DC | 20005 | 521054102 | 501c3 | $6,117 | $0 | General Purposes |
| Gateway Center | ||||||||
| 275 Pryor St SW | Atlanta | GA | 30303 | 261193832 | 501c3 | $8,500 | $0 | General Purposes |
| Beauty 2 the Streetz | ||||||||
| 5050 E 2nd St Ste 14795 | Long Beach | CA | 90803 | 833908777 | 501c3 | $7,370 | $0 | General Purposes |
| Front Street Shelter | ||||||||
| P O Box 22214 | Sacramento | CA | 95855 | 680477042 | 501c3 | $7,370 | $0 | General Purposes |
| Reconciliation Services | ||||||||
| 3101 Troost Ave | Kansas City | MO | 64109 | 354580402 | 501c3 | $10,000 | $0 | General Purposes |
| Northwest Harvest Food Ban | ||||||||
| P O Box 12272 | Seattle | WA | 98102 | 910826037 | 501c3 | $7,370 | $0 | General Purposes |
| Community of Hope | ||||||||
| 4 Atlantic St SW | Washington | DC | 20032 | 521184749 | 501c3 | $6,017 | $0 | General Purposes |
| Redwood Empire Food Bank | ||||||||
| 3990 Brickway Blvd | Santa Rosa | CA | 95403 | 680121855 | 501c3 | $7,370 | $0 | General Purposes |
| My Father's House | ||||||||
| 12720 Roe Blvd | Leawood | KS | 66224 | 770395654 | 501c3 | $7,370 | $0 | General Purposes |
| The ARC of San Francisco | ||||||||
| 1500 Howard St | San Francisco | CA | 94103 | 941415287 | 501c3 | $7,370 | $0 | General Purposes |
| Birthline of San Diego | ||||||||
| 3660 Clairemont Dr Ste 4 | San Diego | CA | 92117 | 330014261 | 501c3 | $7,370 | $0 | General Purposes |
| Second Harvest Food Bank | ||||||||
| 8014 Marine Way | Irvine | CA | 92618 | 320362611 | 501c3 | $7,370 | $0 | General Purposes |
| Capital Area Food Bank | ||||||||
| 4900 Puerto Rico Ave NE | Washington | DC | 20017 | 521167581 | 501c3 | $6,017 | $0 | General Purposes |
| The Bridge Steps | ||||||||
| 1818 Corsicana St | Dallas | TX | 75201 | 453452817 | 501c3 | $30,000 | $0 | General Purposes |
| Dallas Children's Advocacy | ||||||||
| 5351 Samuell Blvd | Dallas | TX | 75228 | 752303404 | 501c3 | $35,000 | $0 | General Purposes |
| Upbring Krause Children's | ||||||||
| 25752 Kingsland Blvd | Katy | TX | 77494 | 741109745 | 501c3 | $20,000 | $0 | General Purposes |
| Morgan's Wonderland | ||||||||
| 5223 David Edwards Dr | San Antonio | TX | 78233 | 832545204 | 501c3 | $20,000 | $0 | General Purposes |
| Raintree Children and Fami | ||||||||
| 1233 Eighth St | New Orleans | LA | 70115 | 720456805 | 501c3 | $10,000 | $0 | General Purposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Associate Needs | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $19,498 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (26 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III Line 2 | The organziation responded to the Covid outbreak in a manner similar |
| Part III Line 2 | to how the organization would respond to a natural disaster. |
| Part VI Line 11b | Circulated to board for review |
| Part VI Line 19 | Documents available upon request |
| Part III, Line 2 | The organization treated the Covid outbreak as a natural disaster |
| Part III, Line 2 | and raised money and made contributions to support organizations (and |
| Part III, Line 2 | a few employees of Lockton Companies, Inc.) in response to Covid. |
| Part VI, Line 2 | All of the officers and directors are employees of Lockton Management, LLC |
| Part VI, Line 2 | or its affiliates. |
| Part VI, Line 4 | The organization expanded its board of directors to six Directors. |
| Part VI, Line 11b | A draft of the Form 990 is circulated to all the officers and directors |
| Part Vi, Line 11b | for review. |
| Part VI, Line 12c | The officers and directors regularly monitor the organization's |
| Part VI, Line 12c | financial information for conflicts of interest. |
| Part VI, Line 15 | No officers or directors are compensated by the organization. |
| Part VI, Line 19. | Documents available upon request. |
| Part VII, Sec. A | No officer or director of the organization is compensated. |
| Part VIII, Line 8b | Expenses related to the Fishing Derby were $557. None of these |
| Part VIII, Line 8b | expenses were for professional fund raisers or solicitors. |
| Sch A, Part II, Line 5 | 2017 Lockton Management, Inc. $250,000; 2020 one donor for $9,000, |
| Sch A, Part II, Line 5 | eight donors for $10,000, one donor for $15,000, one donor for $35,000 |
| Sch A, Part II, Line 5 | one donor for $50,000 and $278,000 from Lockton Management, Inc. |
| Sch I | The organization also purchaed Personal Protection Equipment ("PPE")in |
| Sch I | response to COVID and distributed this PPE to various individuals |
| Sch I | and organizations without keeping a detailed list of the parties |
| Sch I | receiving the PPE. |