LUCKY DUCK FOUNDATION (EIN 203324885) - 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

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.

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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 (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

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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

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

LUCKY DUCK FOUNDATION