ANAHEIM DUCKS FOUNDATION (EIN 113839845) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

WENDY ARCIERO

Phone

9497604300

Tax Period

2022-07-01 to 2023-06-30

ANAHEIM DUCKS FOUNDATION, founded in 2008, is a community nonprofit in the Youth Development sector that reported $2.2M in total revenue in fiscal year 2022. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $805K, a strong 36% operating margin.

Mission

PRODUCE POSITIVE CHANGE TO CHILDREN AND FAMILIES REGARDING EDUCATION, HEALTH, AND WELLNESS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $2,566,363

Program Service Revenue $0

Investment Income $541

Other Revenue $-323,491

TOTAL REVENUE $2,243,413

Expense Breakdown

Grants Paid $470,604

Salaries & Benefits $0

Fundraising Expenses $5,394

Program Expenses $1,380,424

Other Expenses $968,261

TOTAL EXPENSES $1,438,865

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,243,413	$1,319,787	+0.7%
Expenses	$1,438,865	$1,430,133	+0.0%
Net Income	$804,548	$-110,346	-8.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

424

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL SCHULMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
LINDSEY SPINDLE	SECRETARY	1.00	Officer Director	$0	$0	$0
JIM MAZZO	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN MORIKAWA	DIRECTOR	1.00	Director	$0	$0	$0
JESSIKA LAUDERMILK	DIRECTOR	1.00	Director	$0	$0	$0
JILLIAN REDDIN	DIRECTOR	1.00	Director	$0	$0	$0
HENRY SAMUELI	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN SAMUELI	DIRECTOR	1.00	Director	$0	$0	$0
AARON TEATS	DIRECTOR	1.00	Director	$0	$0	$0
BILL FOLTZ	TREASURER/CFO	1.00	Officer	$0	$0	$0
WENDY ARCIERO	EXECUTIVE DIRECTOR	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,243,413	$1,438,865	$2,605,442	$804,548
2022	$1,319,787	$1,430,133	$1,662,652	$-110,346
2021	$620,202	$337,786	$1,552,334	$282,416
2020	$1,489,413	$1,860,466	$1,290,745	$-371,053
2019	$1,990,639	$2,382,701	$1,998,105	$-392,062
2018	$2,048,164	$1,641,389	$2,302,458	$406,775

ANAHEIM DUCKS FOUNDATION