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Nonprofit · EIN 41-2113872

LOCKTON CARES INC

Tax-exempt · KANSAS CITY, MO 64112

Financials

$1.4M$712K2023$376K$979K2024
Revenue Expenses · by fiscal year end
Financials of LOCKTON CARES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$375,673$979,041-$603,368$319,236$0$319,236
December 31, 2023990$1,367,117$712,119$654,998$922,603$0$922,603
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$585,999
Program service revenue
$0
Investment income
$10,668
Net income from fundraising events
-$220,994
Other revenue
-$220,994

Expenses

Grants and similar amounts paid
$976,111
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$976,111
Management and general (functional)
$2,930

Balance sheet and other

Total assets, start of year
$922,603
Total assets, end of year
$319,236
Total liabilities, end of year
$0
Net assets, end of year
$319,236
Net assets without donor restrictions
$319,236
Gross receipts
$596,667
Employees
0
Year formed
2003
State of legal domicile
MO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM W HUMPHREY IIIDirector and Secretary
Trustee or director, Officer
0$0
TROY R COOKDirector
Trustee or director
0$0
MARSHALL LOCKTONDir and Board Chair
Trustee or director, Officer
0$0
JULIE GIBSONDirector
Trustee or director
0$0
TIM RYANDir and Pres
Trustee or director, Officer
0$0
TRAVIS LEONARDDir and CFO
Trustee or director, Officer
0$0
ZACHARY SKINNERAsst Sec
Officer
0$0
JESSICA CLARKAsst Treas
Officer
0$0
ERIN MEYERAsst Treas
Officer
0$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
WILLIAM W HUMPHREY IIIDirector and Secretary
Trustee or director, Officer
–$0
ZACHARY SKINNERDir and Asst Sec
Trustee or director, Officer
–$0
TROY R COOKDirector and Treas
Trustee or director, Officer
–$0
JESSICA CLARKAsst Treas
Officer
–$0
MARSHALL LOCKTONDir and Pres
Trustee or director
–$0
JULIE GIBSONDirector
Trustee or director
–$0
ERIN MEYERAsst Treas
Officer
–$0

Address and contacts

Address (IRS master file)
444 W 47TH ST STE 900, KANSAS CITY, MO 64112-1906
In care of
% JESSICA CLARK
Principal officer (990 for 2024)
Marshall Lockton, 444 W 47th Street Ste 900, Kansas City, MO 64112
Signed the 990
JESSICA CLARK, Asst Treas
Phone
(816) 482-4795
990-N for 2016 filed under this EIN
Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: BradleyBoers, 444West47thStSte900, KansasCity MO 64112. Mailing address: 444W47THSTSTE900, KANSASCITY MO 641121906.
Return prepared by
Law Office of James C Thomas III

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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. Oustanding loans at the beginning of 2024 weere $7,164. Three new loans for $6,582 were made in 2024. Payments on loans of $2,505 were received in 2024. Outstanding loans at the end of 2024 were $11,241. The organization made hardship grants to multiple individuals in 2024. The organization also provided grants to various charities, especially those focused on disaster relief and efforts to improve communities.
    Expenses $976,110 · grants $976,110
  • 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. The amount of these grants is included in the grants described in Section 4(a).
    Expenses $220,994

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
41-2113872
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2004
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P60)
Assets (IRS master file)
$319,236
Income (IRS master file)
$596,667

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$375,673$979,041$319,236IRS
990December 2023$1,367,117$712,119$922,603XML
990December 2022$507,175$618,783$267,605IRS
990December 2021–––IRS
990December 2020–––IRS
990-N for 2016
Officer: BradleyBoers
Filed under this EIN, most likely by a chapter or affiliate
December 31, 2016≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-2113872).

Questions about LOCKTON CARES INC

What is the EIN of LOCKTON CARES INC?
The employer identification number (EIN) of LOCKTON CARES INC is 41-2113872.
Is LOCKTON CARES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to LOCKTON CARES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LOCKTON CARES INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LOCKTON CARES INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LOCKTON CARES INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of LOCKTON CARES INC?
The 990 for the year ended December 31, 2024 names Marshall Lockton.
Who are the officers and directors of LOCKTON CARES INC?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does LOCKTON CARES INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $375,673, expenses of $979,041 and total assets of $319,236 at year end.

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