Civic Intelligence

Lucky Duck Foundation

990 • Fiscal year 2013 • EIN 20-3324885

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 11, 2014

2683 Via De La Valle92014

(858) 259-6003

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

55th percentile

5.0%

Higher net margin than 55% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

85th percentile

50%

Faster revenue growth than 85% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$85,792

Up $16,878 (+24%) from 2012

Net Assets

Up

$85,792

Up $16,878 (+24%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$340,196

Up $112,964 (+50%) from 2012

Expenses

Up

$323,318

Up $70,222 (+28%) from 2012

Net Income

Up

$16,878

Up $42,742 (+165%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $94,778Liabilities 2011: $0Net Assets 2011: $94,7782011Assets 2012: $68,914Liabilities 2012: $0Net Assets 2012: $68,9142012Assets 2013: $85,792Liabilities 2013: $0Net Assets 2013: $85,7922013Assets 2014: $152,866Liabilities 2014: $0Net Assets 2014: $152,8662014Assets 2015: $199,883Liabilities 2015: $0Net Assets 2015: $199,8832015Assets 2016: $94,691Liabilities 2016: $300Net Assets 2016: $94,3912016Assets 2017: $2,621,372Liabilities 2017: $57,441Net Assets 2017: $2,563,9312017Assets 2018: $3,573,890Liabilities 2018: $89,773Net Assets 2018: $3,484,1172018Assets 2019: $5,957,183Liabilities 2019: $68,572Net Assets 2019: $5,888,6112019Assets 2020: $7,324,740Liabilities 2020: $383,678Net Assets 2020: $6,941,0622020Assets 2021: $8,092,715Liabilities 2021: $307,069Net Assets 2021: $7,785,6462021Assets 2022: $8,828,789Liabilities 2022: $118,204Net Assets 2022: $8,710,5852022Assets 2023: $9,321,550Liabilities 2023: $80,143Net Assets 2023: $9,241,4072023Assets 2024: $11,562,628Liabilities 2024: $98,255Net Assets 2024: $11,464,3732024

Highlighted filing

2013

Assets$85,792
Liabilities$0
Net Assets$85,792

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $231,925Expenses 2011: $239,932Net Income 2011: -$8,0072011Revenue 2012: $227,232Expenses 2012: $253,096Net Income 2012: -$25,8642012Revenue 2013: $340,196Expenses 2013: $323,318Net Income 2013: $16,8782013Revenue 2014: $535,168Expenses 2014: $468,094Net Income 2014: $67,0742014Revenue 2015: $564,813Expenses 2015: $517,796Net Income 2015: $47,0172015Revenue 2016: $723,084Expenses 2016: $817,967Net Income 2016: -$94,8832016Revenue 2017: $3,774,672Expenses 2017: $1,227,885Net Income 2017: $2,546,7872017Revenue 2018: $2,165,069Expenses 2018: $1,226,027Net Income 2018: $939,0422018Revenue 2019: $3,411,519Expenses 2019: $1,015,156Net Income 2019: $2,396,3632019Revenue 2020: $4,229,986Expenses 2020: $3,179,685Net Income 2020: $1,050,3012020Revenue 2021: $3,783,020Expenses 2021: $2,921,826Net Income 2021: $861,1942021Revenue 2022: $4,276,509Expenses 2022: $3,403,528Net Income 2022: $872,9812022Revenue 2023: $4,287,210Expenses 2023: $4,083,089Net Income 2023: $204,1212023Revenue 2024: $5,783,141Expenses 2024: $4,004,886Net Income 2024: $1,778,2552024

Highlighted filing

2013

Revenue$340,196
Expenses$323,318
Net Income$16,878
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$399,871
Mission and Program Overview

Mission

The Lucky Duck Foundation is committed to immediately alleviating the suffering of homeless individuals and families across San Diego County.

In July 2005, the Lucky Duck Foundation (fka - AGIA Foundation) was established to raise money benefitting the Fanconi Anemia Research Fund and Father Joe's Villages (FKA -St. Vincent de Paul Charity) as well as other section 501(c)(3) organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$33,203$45,403▲ $12,200
Savings and Temporary Cash Investments$35,711$40,389▲ $4,678
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$68,914$85,792▲ $16,878
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$68,914$85,792▲ $16,878
Total Net Assets Fund Balance$68,914$85,792▲ $16,878
Total Liabilities and Net Assets / Fund Balance$68,914$85,792▲ $16,878
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stephanie KilkennyCEO
Patrick J KilkennyCFO/Treasurer
Jeff DenningSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$57,420
Program Service Revenue
$0
Investment Income
$51
Other Revenue
$282,725
All Other Contributions
$24,920
Change in Net Assets
$16,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$300,000
Other Expenses$23,318
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$300,000--$300,000
All Other Expenses-$5,476-$5,476
Other Expenses-$2,044-$2,044
Total Functional Expenses$300,000$23,318$0$323,318
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
93-0995453--To fund medical research.$100,000
33-0492304--To assist homeless & low income$100,000
33-0739596--To aid those with disabilities.$50,000
23-7228287--To provide shelter for animals.$50,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$342,400
Fundraising Direct Expenses$59,675
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$374,900$342,400$37,725$304,675
Total Events$374,900$342,400$59,675$282,725
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Patrick Kilkenny (CFO) and Stephanie Kilkenny (CEO) are married.

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

The organization does not have committee's.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is reviewed by CPA and CEO/CFO prior to filing with the Internal Revenue Service

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The organizations does not have employee's. The officers/directors meet periodically to discuss any potential conflicts in accordance with the organizations policy.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization does not have audited/reviewed financial statements. It's tax return is available upon request.

Filing and Contact Details

Filer

EIN
20-3324885
Phone
8582596003

Signing Officer

Name
Stephanie Kilkenny
Title
CEO
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Kilkenny
Formed
2005
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
12

Preparer

Preparer
Gregory A Wehr
Phone
8584548433
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Challenged Athletes Foundation

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01130256
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt099
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0280
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0449
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0769
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01648
IRS990ScheduleA/InvestmentIncomeCYPct00.00120
IRS990ScheduleA/InvestmentIncomePYPct00.00280
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86180
IRS990ScheduleA/PublicSupportPY509Pct00.73450
IRS990ScheduleA/PublicSupportTotal509Amt01193189
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt055260
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt043910
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt042725
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt028210
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt019600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0189705
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0399820
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0298806
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0269339
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0252789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0162140
IRS990ScheduleA/Total509Grp/TotalAmt01382894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0399871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0298905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0269619
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0253238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0162909
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01384542
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt032500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt032500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt059675
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt021950
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt021950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0374900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0374900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0342400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0342400
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Swing & Soiree
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0282725
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037725
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037725
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/CashGrantAmt1100000
IRS990ScheduleI/RecipientTable/CashGrantAmt2100000
IRS990ScheduleI/RecipientTable/CashGrantAmt350000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To aid those with disabilities.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1To fund medical research.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2To assist homeless & low income
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3To provide shelter for animals.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Challenged Athletes Found
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Fanconi Anemia Res Fd
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12Father Joes Villages
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13Helen Woodward Animal Shelter
IRS990ScheduleI/RecipientTable/RecipientEIN0330739596
IRS990ScheduleI/RecipientTable/RecipientEIN1930995453
IRS990ScheduleI/RecipientTable/RecipientEIN2330492304
IRS990ScheduleI/RecipientTable/RecipientEIN3237228287
IRS990ScheduleI/RecipientTable/USAddress/AddressLine109591 Waples Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine111801 Wilamette St 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine123350 E Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13PO Box 64
IRS990ScheduleI/RecipientTable/USAddress/City0San Diego
IRS990ScheduleI/RecipientTable/USAddress/City1Eugene
IRS990ScheduleI/RecipientTable/USAddress/City2San Diego
IRS990ScheduleI/RecipientTable/USAddress/City3Rancho Santa Fe
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/State1OR
IRS990ScheduleI/RecipientTable/USAddress/State2CA
IRS990ScheduleI/RecipientTable/USAddress/State3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode092121
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode197401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode292102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode392067
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Challenged Athletes Foundation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Patrick Kilkenny (CFO) and Stephanie Kilkenny (CEO) are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization does not have committee's.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 is reviewed by CPA and CEO/CFO prior to filing with the Internal Revenue Service
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organizations does not have employee's. The officers/directors meet periodically to discuss any potential conflicts in accordance with the organizations policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization does not have audited/reviewed financial statements. It's tax return is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt068914
IRS990/TotalAssetsEOYAmt085792
IRS990/TotalAssetsGrp/BOYAmt068914
IRS990/TotalAssetsGrp/EOYAmt085792
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt057420

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.6$0.10$11.5$5.78$4.00$1.78
2023Detailed filing. Detailed filing data is available for this year.$9.32$0.08$9.24$4.29$4.08$0.20
2022Detailed filing. Detailed filing data is available for this year.$8.83$0.12$8.71$4.28$3.40$0.87
2021Detailed filing. Detailed filing data is available for this year.$8.09$0.31$7.79$3.78$2.92$0.86
2020Detailed filing. Detailed filing data is available for this year.$7.32$0.38$6.94$4.23$3.18$1.05
2019Detailed filing. Detailed filing data is available for this year.$5.96$0.07$5.89$3.41$1.02$2.40
2018Detailed filing. Detailed filing data is available for this year.$3.57$0.09$3.48$2.17$1.23$0.94
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.06$2.56$3.77$1.23$2.55
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.72$0.82$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.56$0.52$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.54$0.47$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.34$0.32$0.02
2012Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$0.23$0.25$0.03
2011Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$0.23$0.24$0.01