LUCKY DUCK FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

STEPHANIE KILKENNY

Phone

8582596003

Tax Period

2024-01-01 to 2024-12-31

LUCKY DUCK FOUNDATION, founded in 2005, is a community nonprofit in the Medical Research sector that reported $5.8M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 31% operating margin.

Mission

The mission of the Lucky Duck Foundation is to prevent and alleviate the suffering of homelessness throughout San Diego County.

Program Service Accomplishments

Program 1

Expenses: $3,720,910

HOMELESS INITIATIVE:Since 2005, the Foundation has raised funds and awareness for various charitable causes. As the achievements of the Foundation grew, so did its goals. The Foundation recognized...

HOMELESS INITIATIVE:Since 2005, the Foundation has raised funds and awareness for various charitable causes. As the achievements of the Foundation grew, so did its goals. The Foundation recognized the opportunity to concentrate its efforts in one area to make a more substantial impact. The growing homelessness epidemic in San Diego County led the Foundation to focus solely on providing aid and relief for individuals and families living on the streets of San Diego County. Since 2017, the Foundation has concentrated its fundraising efforts on supporting and activating high-impact programs dedicated to alleviating the suffering of homelessness.Year-round fundraising is crucial to the Foundations ability to support homeless outreach, advocacy organizations, supportive programs as well as facilitate the purchase of whatever is necessary to lessen the struggles associated with homelessness. For example, the Foundation created an employment and job training initiative; supported outreach programs linking people to critical services; dedicated resources to actionable research to identify best-in-class strategies; established strategic collaborations to maximize resources, expertise, and outcomes; and more. Additionally, the Foundation has purchased everything from small daily necessities included in the Community Care Kits to large-scale industrial tent structures that serve as shelters.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,836,305

Program Service Revenue $0

Investment Income $1,298

Other Revenue $-54,462

TOTAL REVENUE $5,783,141

Expense Breakdown

Grants Paid $2,574,607

Salaries & Benefits $146,572

Fundraising Expenses $148,067

Program Expenses $3,720,910

Other Expenses $1,283,707

TOTAL EXPENSES $4,004,886

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,783,141	$4,287,210	+0.3%
Expenses	$4,004,886	$4,083,089	0.0%
Net Income	$1,778,255	$204,121	+7.7%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

800

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

$346,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DREW MOSER	Executive Dir.	40.00	Officer	$339,623	$7,177	$346,800
PATRICK J KILKENNY	Chairman	1.00	Officer Director	$0	$0	$0
STEPHANIE KILKENNY	President	1.00	Officer Director	$0	$0	$0
DAN SHEA	Treasurer	1.00	Officer Director	$0	$0	$0
ROBERT KIMMEL	Director	1.00	Director	$0	$0	$0
JASON LEVIN	Director	1.00	Director	$0	$0	$0
MITCH MITCHELL	Director	1.00	Director	$0	$0	$0
DAN NOVAK	Director	1.00	Director	$0	$0	$0
BRIAN PANISH	Director	1.00	Director	$0	$0	$0
DANA PUMP	Director	1.00	Director	$0	$0	$0
DEBBIE RUANE	Director	1.00	Director	$0	$0	$0
SHEEL SEIDLER	Secretary	1.00	Officer Director	$0	$0	$0
KIERAN SWEENEY	Director	1.00	Director	$0	$0	$0
LORI WALTON	Director	1.00	Director	$0	$0	$0
TOM MULVANEY	Director	1.00	Director	$0	$0	$0
KEITH MORE	Director	1.00	Director	$0	$0	$0
BEN SCHUSTER	Director	1.00	Director	$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
2024	$5,783,141	$4,004,886	$11,562,628	$1,778,255
2023	$4,287,210	$4,083,089	$9,321,550	$204,121
2022	$4,276,509	$3,403,528	$8,828,789	$872,981
2022	$4,276,509	$3,403,528	$8,828,789	$872,981
2021	$3,783,020	$2,921,826	$8,092,715	$861,194
2020	$4,229,986	$3,179,685	$7,324,740	$1,050,301
2019	$3,411,519	$1,015,156	$5,957,183	$2,396,363
2018	$2,165,069	$1,226,027	$3,573,890	$939,042