Form 990 for tax year 2022
Filed by LUCKY DUCK FOUNDATION.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2022 , filed 31 October 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Those are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $4,276,509
- Total expenses
- $3,403,528
- Contributions and grants received
- $4,132,177
- Grants paid
- $2,245,669
- Program service revenue
- $0
- Investment income
- $1,046
- Other revenue
- $143,286
- Total assets, end of year
- $8,828,789
- Total liabilities, end of year
- $118,204
- Net assets or fund balances, end of year
- $8,710,585
- Program services expenses (Part IX)
- $3,204,138
- Management and general expenses
- $62,974
- Fundraising expenses
- $136,416
- Program service expenses (Part III)
- $3,204,138
Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$1,057,002
-
1f · All other contributions, gifts and grants
$3,075,175
-
1g · Noncash contributions included above
$1,440,578
-
3 · Investment income
total $1,046 · excluded $1,046
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$300,289
-
8a · Fundraising events: contributions included on line 1c
$1,057,002
-
8b · Fundraising events: direct expenses
$160,108
-
8c · Net income from fundraising events
total $140,181 · excluded $140,181
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS
total $3,105 · related or exempt $3,105
-
11e · Other revenue, total
$3,105
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,208,063 · program services $2,208,063
-
2 · Grants to domestic individuals
total $37,606 · program services $37,606
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $56,700 · program services $34,020 · management and general $8,505 · fundraising $14,175
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $59,886 · program services $32,083 · management and general $23,646 · fundraising $4,157
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $1,301 · program services $737 · management and general $359 · fundraising $205
-
10 · Payroll taxes
total $9,029 · program services $5,119 · management and general $2,490 · fundraising $1,420
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $48,682 · program services $21,670 · management and general $5,418 · fundraising $21,594
-
12 · Advertising and promotion
total $91,629 · program services $5,400 · fundraising $86,229
-
13 · Office expenses
total $2,127 · program services $39 · management and general $2,088
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $4,800 · program services $2,880 · management and general $720 · fundraising $1,200
-
17 · Travel
total $1,025 · management and general $700 · fundraising $325
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $57,243 · program services $57,243
-
23 · Insurance
total $6,462 · management and general $6,462
-
24a · Other expenses: PROGRAM SUPPLIES, FOOD, EQUIPM
total $801,303 · program services $798,183 · fundraising $3,120
-
24b · Other expenses: MEETINGS & MEALS
total $4,639 · management and general $4,639
-
24c · Other expenses: FEES
total $4,048 · program services $6 · management and general $352 · fundraising $3,690
-
24d · Other expenses: DUES & SUBSCRIPTIONS
total $3,390 · management and general $3,390
-
24e · All other expenses
total $5,595 · program services $1,089 · management and general $4,205 · fundraising $301
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $2,222,685 · end of year $1,808,062
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $66,675 · end of year $42,860
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $3,192 · end of year $204,213
-
10a · Land, buildings and equipment: cost or other basis
$1,060,027
-
10b · Land, buildings and equipment: accumulated depreciation
$252,915
-
10c · Land, buildings and equipment, net
beginning of year $750,703 · end of year $807,112
-
11 · Investments: publicly traded securities
beginning of year $5,049,460 · end of year $5,966,542
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $303,069 · end of year $118,204
-
19 · Deferred revenue
beginning of year $4,000
-
27 · Net assets without donor restrictions
beginning of year $7,454,343 · end of year $8,356,789
-
28 · Net assets with donor restrictions
beginning of year $331,303 · end of year $353,796
Mission and programs · 2022
Mission
The Lucky Duck Foundation is committed to immediately alleviating the suffering of homeless individuals and families across San Diego County.
-
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.
Expenses $3,204,138 · Grants $2,245,669
As filed on the 2022 return.
Listed in Part VII
-
Drew MoserDREW MOSER
Executive Dir.
- Total calculated
- $267,565
- From this org
- $267,565
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $217,565
- Bonus
- $50,000
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $267,565
-
Patrick J KilkennyPATRICK J KILKENNY
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie KilkennySTEPHANIE KILKENNY
President
- Total calculated
- $0
- Hours/week
- 1
-
Dan SheaDAN SHEA
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Robert KimmelROBERT KIMMEL
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jason LevinJASON LEVIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mitch MitchellMITCH MITCHELL
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dan NovakDAN NOVAK
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brian PanishBRIAN PANISH
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dana PumpDANA PUMP
Director
- Total calculated
- $0
- Hours/week
- 1
-
Debbie RuaneDEBBIE RUANE
Director
- Total calculated
- $0
- Hours/week
- 1
-
Peter SeidlerPETER SEIDLER
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Kieran SweeneyKIERAN SWEENEY
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lori WaltonLORI WALTON
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tom MulvaneyTOM MULVANEY
Director
- Total calculated
- $0
- Hours/week
- 1
-
Keith MoreKEITH MORE
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$600,000
SDRM Walk With Me Program-Pmt 2 of
-
SAN DIEGO COUNTY SHERIFFS
$463,354
Food & Water for the Unsheltered
-
$176,156
grant to relocate 30 beds at VVSD
-
$133,334
Giving Tuesday Donations proceeds
-
$130,000
2021 Rising to Success Pathways pro
-
$100,000
College Scholarship-Darlene Castro
-
$70,710
TSA Homeless Employment Award
-
$50,000
FOR I WAS PROGRAM
-
$50,000
Dreams Cuisine Homeless Employement
-
$50,000
Regional Accounting Standards
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 4 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202302779349301875
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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