TPhilanthropy, Voluntarism & GrantmakingEIN: 776198547· Ruling Year: 2001

Lockridge Charitable Foundation Tr

Venice, California

A-Health Score
75A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org22.06×
Peer Median18.82×
💰
$1.7M
Total Revenue
📊
$631K
Total Expenses
🏦
$13.9M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-86.9%
Year-over-year change (2022 → 2023)
Net Margin
+63.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
22.06
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$1,720,82687%$631,43285%$13,930,2948%
2022$13,176,5061351337%$341,48533216%$12,840,900218320%
2021$97599%$1,02599%$5,8791%
2020$161,7524%$162,7851%$5,92915%
2019$168,04438%$164,56057%$6,96261%
2015$122,01154%$104,61063%$17,8633766%
2014$265,0112%$278,9854%$46297%
2013$270,01975%$268,02577%$14,43616%
2012$1,100,042528%$1,146,842417%$12,44279%
2011$175,052$222,013$59,242

Frequently Asked Questions

What does Lockridge Charitable Foundation Tr do?

Lockridge Charitable Foundation Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T21 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Lockridge Charitable Foundation Tr financially healthy?

Based on our 9-metric Financial Health Score model, Lockridge Charitable Foundation Tr has a score of 75/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Lockridge Charitable Foundation Tr generate?

Revenue data for Lockridge Charitable Foundation Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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