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Research and Public Policy : Social and Public Policy Research

John Locke Foundation

For truth, for freedom, and for the future of North Carolina

three stars

82.67

4800 Six Forks Road Suite 220
Raleigh, NC 27609
tel: (919) 828-3876   Web Site
EIN: 56-1656943

CEO
Kory Swanson
President & CEO

  Score
(out of 100)
Rating
Overall Score & Rating 82.67 three stars
  Financial 78.10 two stars
  Accountability & Transparency 89.00 three stars
This rating was published 08/01/2019 and includes data from FY2018, the most recent 990 received at that time.

Founded in 1990, The John Locke Foundation employs research, journalism, and outreach programs to transform government through competition, innovation, personal freedom, and personal responsibility. JLF seeks a better balance between the public sector and private institutions of family, faith, community, and enterprise.

Founded in 1990, The John Locke Foundation employs research, journalism, and outreach programs to transform government through competition, innovation, personal freedom, and personal responsibility. JLF seeks a better balance between the public sector and private institutions of family, faith, community, and enterprise.

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Financial

two stars

78.10

Accountability & Transparency

three stars

89.00

This rating was published 08/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
75.4%
  Administrative Expenses 11.2%
  Fundraising Expenses 13.2%
  Fundraising Efficiency $0.12
  Working Capital Ratio (years) 0.33
  Program Expenses Growth -0.2%
  Liabilities to Assets 9.8%
All data for Financial Performance Metrics calculations was provided by John Locke Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by John Locke Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
John Locke Foundation (NC) 82.67 three stars
Iowa Citizens for Community Improvement (IA) 88.90 three stars
Sightline Institute (WA) 91.66 four stars
Middle East Forum (PA) 90.09 four stars
Public Knowledge (DC) 88.10 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,699,640
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $3,699,640
   Program Service Revenue $2,725
Total Primary Revenue $3,702,365
   Other Revenue $26,178
TOTAL REVENUE $3,728,543
   
EXPENSES  
   Program Expenses $2,847,106
   Administrative Expenses $330,090
   Fundraising Expenses $454,625
TOTAL FUNCTIONAL EXPENSES $3,631,821
   
Payments to Affiliates $0
Excess (or Deficit) for the year $96,722
   
Net Assets $1,161,283

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Publications and Meetings $2,847,106 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 08/01/2019 82.67 three stars
2017-06 09/01/2018 80.47 three stars
2016-06 08/01/2017 79.28 two stars
2015-06 08/01/2016 85.61 three stars
2014-06 06/01/2016 83.44 three stars
 
CN 2.0
2014-06 10/01/2015 77.83 two stars
2013-06 11/01/2014 76.63 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 56-1656943
Name in IRS Master File JOHN LOCKE FOUNDATION INC
NTEE Code [Not Provided by IRS]
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (120) Publishing activities
(124) Study and research (non-scientific)
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date February, 1990
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
Compensation % of Expenses Paid to Title
$137,800 3.79% Kory Swanson President
Other Salaries of Note
$137,900 3.79% Rebecca Gray VP of Outreach

Highly Rated

Charity Name & State Overall Score Overall Rating
John Locke Foundation (NC) 82.67 three stars
The Land Institute (KS) 94.32 four stars
Tobin Project (MA) 87.60 three stars
Center for American Progress (DC) 91.15 four stars
Institute for Local Self-Reliance (DC) 90.79 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

John Locke Foundation
4800 Six Forks Road
Suite 220
Raleigh, NC 27609
tel: (919) 828-3876
fax: (919) 821-5117
EIN: 56-1656943

Visit Web Site

CEO

Kory Swanson
President & CEO

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