Civic Intelligence

The Lucky One Foundation

990PF • Fiscal year 2021 • EIN 45-6398630

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization Profile
1225 Franklin Avenue 500Garden City, NY 11530

(516) 508-9623

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

67th percentile

0.00x

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

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Net Margin

55th percentile

43%

Higher net margin than 55% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

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.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Asset Growth

47th percentile

4.5%

Faster asset growth than 47% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

201%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$6,467,565

Up $279,733 (+4.5%) from 2020

Net Assets

Up

$6,467,565

Up $279,733 (+4.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin55th percentile

Revenue

Up

$644,661

Up $430,609 (+201%) from 2020

Expenses

Down

$364,905

Down $4,986 (-1.3%) from 2020

Net Income

Up

$279,756

Up $435,595 (+280%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $6,788,907Liabilities 2012: $02012Assets 2013: $6,736,092Liabilities 2013: $02013Assets 2014: $6,684,275Liabilities 2014: $02014Assets 2015: $6,453,187Liabilities 2015: $02015Assets 2019: $6,343,668Liabilities 2019: $0Net Assets 2019: $6,343,6682019Assets 2020: $6,187,832Liabilities 2020: $0Net Assets 2020: $6,187,8322020Assets 2021: $6,467,565Liabilities 2021: $0Net Assets 2021: $6,467,5652021Assets 2022: $6,086,536Liabilities 2022: $0Net Assets 2022: $6,086,5362022Assets 2023: $5,796,105Liabilities 2023: $0Net Assets 2023: $5,796,1052023Assets 2024: $5,709,184Liabilities 2024: $0Net Assets 2024: $5,709,1842024

Highlighted filing

2021

Assets$6,467,565
Liabilities$0
Net Assets$6,467,565
Open 2021 Filing

Operations Trend

Revenue Growth73rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $6,810,716Expenses 2012: $21,775Net Income 2012: $6,788,9412012Revenue 2013: $306,462Expenses 2013: $359,281Net Income 2013: -$52,8192013Revenue 2014: $304,265Expenses 2014: $356,077Net Income 2014: -$51,8122014Revenue 2015: $154,684Expenses 2015: $385,765Net Income 2015: -$231,0812015Revenue 2019: $408,831Expenses 2019: $362,895Net Income 2019: $45,9362019Revenue 2020: $214,052Expenses 2020: $369,891Net Income 2020: -$155,8392020Revenue 2021: $644,661Expenses 2021: $364,905Net Income 2021: $279,7562021Revenue 2022: $79,355Expenses 2022: $460,372Net Income 2022: -$381,0172022Revenue 2023: $210,868Expenses 2023: $501,299Net Income 2023: -$290,4312023Revenue 2024: $590,256Expenses 2024: $677,140Net Income 2024: -$86,8842024

Highlighted filing

2021

Revenue$644,661
Expenses$364,905
Net Income$279,756
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LILLIAN SARA HAHNTrusteePT$0--
KENNETH N MUSENTrusteePT$0--
MICHAEL WARD STOUTTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLIMITLESS HORIZONSOPERATIONALPUBLIC CHARITYJAMAICA PLAINS, MA, US$35,000
Paid GrantCONSIDER HAITIOPERATIONALPUBLIC CHARITYASHEVILLE, NC, US$30,000
Paid GrantLOTUSLANDOPERATIONALPUBLIC CHARITYSANTA BARBARA, CA, US$25,000
Paid GrantMOXI THE WOLF MUSEUMOPERATIONALPUBLIC CHARITYSANTA BARBARA, CA, US$25,000
Paid GrantMUSIC ACADEMY OF THE WESTOPERATIONALOPERATIONALPUBLIC CHARITYSANTA BARBARA, CA, US$25,000
Paid GrantGANNA WLASKA LOTUSLANDOPERATIONALPUBLIC CHARITYSANTA BARBARA, CA, US$25,000
Paid GrantPUPPIES BEHIND BARSOPERATIONALPUBLIC CHARITYNEW YORK, NY, US$15,000
Paid GrantTHERMAL BELT OUTREACH MINISTRYOPERATIONALPUBLIC CHARITYCOLUMBUS, NC, US$12,500
Paid GrantBARD COLLEGEOPERATIONALPUBLIC CHARITYANNANDALE ON HUDSON, NY, US$10,000
Paid GrantCENTRAL PARK CONSERVANCYOPERATIONALPUBLIC CHARITYNEW YORK, NY, US$10,000
Paid GrantTHE PERLMAN MUSIC PROGRAMOPERATIONALPUBLIC CHARITYNEW YORK, NY, US$10,000
Paid GrantCOTTAGE HEALTHOPERATIONALPUBLIC CHARITYSANTA BARBARA, CA, US$10,000
Paid GrantMONTECITO FIREFIGHTERS CHARITABLE FOUNDATIONOPERATIONALPUBLIC CHARITYSANTA BARBARA, CA, US$10,000
Paid GrantCALMOPERATIONALPUBLIC CHARITYSANTA BARBARA, CA, US$10,000
Paid GrantSTEPS TO HOPEOPERATIONALPUBLIC CHARITYCOLUMBUS, NC, US$7,500
Paid GrantCITY HARVESTOPERATIONALPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantCITYMEALS ON WHEELSOPERATIONALPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantCONSERVING CAROLINAOPERATIONALPUBLIC CHARITYHENDERSON, NC, US$5,000
Paid GrantDUO MORE INCOPERATIONALPUBLIC CHARITYSANTA BARBARA, CA, US$5,000
Paid GrantFOOD BANK FOR NEW YORK CITYOPERATIONALPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantNEW DOCTAOPERATIONALPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantPOLO TRAINING CENTER SANTA BARBARAOPERATIONALPUBLIC CHARITYCARPINTERIA, CA, US$5,000
Paid GrantTRYON LITTLE THEATREOPERATIONALPUBLIC CHARITYTRYON, NC, US$5,000
Paid GrantWORLD WILDLIFE FUNDOPERATIONALPUBLIC CHARITYWASHINGTON, DC, US$5,000
Paid GrantNEW DIRETION FOR VETERANSOPERATIONALPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Paid GrantVIBRANT EMOTIONAL HEALTH NATIONAL SUICIDE PREVENTIONOPERATIONALPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantACTION AGAINST HUNGEROPERATIONALPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantTOGTHER WE RISEOPERATIONALPUBLIC CHARITYBREA, CA, US$5,000
Paid GrantSANTA BARBARA BUCKET BRIGADEOPERATIONALPUBLIC CHARITYSANTA BARBARA, CA, US$5,000
Paid GrantGOOD SAMARITAN SHELTEROPERATIONALPUBLIC CHARITYSANTA MONICA, CA, US$5,000
Paid GrantGWENDOLYN STRONG FOUNATIONOPERATIONALPUBLIC CHARITYSANTA BARBARA, CA, US$5,000
Paid GrantOCEAN CONSERVANCYOPERATIONALPUBLIC CHARITYWASHINGTON, DC, US$5,000
Paid GrantMONTECITO UNION SCHOOL FOUNDATIONOPERATIONALPUBLIC CHARITYSANTA BARBARA, CA, US$5,000
Paid GrantNINA SIMONE PROJECTOPERATIONALPUBLIC CHARITYTRYON, NC, US$2,500
Paid GrantTRYON ELEMENTARY SCHOOLOPERATIONALPUBLIC CHARITYBESSEMER CITY, NC, US$2,500
Filing and Contact Details

Filer

Filer Name
The Lucky One Foundation
EIN
45-6398630
Phone
5165089623
Address
1225 FRANKLIN AVENUE 500, GARDEN CITY, NY 11530

Signing Officer

Name
Kenneth N Musen
Title
Trustee
Phone
5165089623
Signed
2022-05-09

Preparer

Firm
Bessemer Trust Co Na
Address
1225 FRANKLIN AVE SUITE 500, GARDEN CITY, NY 11530
Preparer
Kevin Barry
Phone
5165089623
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3980.00 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4041.00 COOPER COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41100.00 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4233.00 LAB CORP OF AMER HLDGS NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4350.00 THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44190.00 IAA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4575.00 LINCOLN ELEC HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46135.00 SAFRAN SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4735.00 HEICO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48160.00 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49110.00 SMITH A O CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5055.00 NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5145.00 CARLISLE COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5245.00 CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5370.00 DOVER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5456.00 EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55100.00 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5675.00 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57140.00 SS&C TECHNOLOGIES HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58255.00 AMPHENOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59235.00 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6055.00 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6127.00 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6225.00 PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63195.00 TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6445.00 NICE LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6535.00 ASML HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6642.00 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6770.00 ASPEN TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6825.00 ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69545.00 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7038.00 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7140.00 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72370.00 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73177648.00 OW LARGE CAP STRATEGIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74120.00 VULCAN MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7550.00 AIR PRODUCTS & CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7650.00 JONES LANG LASALLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77122.00 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7861879.13 OW SMALL & MIDCAP STRAT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79165.00 AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8070.00 AMERICAN WATER WORKS CO
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Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,467,565
Liabilities
$0
Net assets
$6,467,565
Revenue
$644,661
Expenses
$364,905
Net income
$279,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.59$0.68$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.21$0.50$0.29
2022Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.08$0.46$0.38
2021Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.64$0.36$0.28
2020Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.21$0.37$0.16
2019Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.41$0.36$0.05
2015Summary only. Only limited summary data is available for this year.$6.45$0.00$0.15$0.39$0.23
2014Summary only. Only limited summary data is available for this year.$6.68$0.00$0.30$0.36$0.05
2013Summary only. Only limited summary data is available for this year.$6.74$0.00$0.31$0.36$0.05
2012Summary only. Only limited summary data is available for this year.$6.79$0.00$6.81$0.02$6.79
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00