KERN REGIONAL CENTER (EIN 237115846) - 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

1973

Legal Domicile

Principal Officer

THOMAS A WOLFGRAM

Phone

6613278531

Tax Period

2024-07-01 to 2025-06-30

KERN REGIONAL CENTER, founded in 1973, is a major nonprofit in the Human Services sector that reported $379.3M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE QUALITY SERVICES AND SUPPORT IN A COST EFFECTIVE MANNER TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. KERN REGIONAL CENTER IS ONE OF THE 21 REGIONAL CENTERS IN CALIFORNIA, 100% FUNDED BY THE STATE OF CALIFORNIA DEPARTMENT OF DEVELOPMENTAL SERVICES.

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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 $376,237,705

Program Service Revenue $0

Investment Income $1,256,627

Other Revenue $1,835,714

TOTAL REVENUE $379,330,046

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,877,080

Fundraising Expenses $0

Program Expenses $374,579,405

Other Expenses $349,451,120

TOTAL EXPENSES $379,328,200

Year-over-Year Comparison

	2024	2023	Change
Revenue	$379,330,046	$328,844,197	+0.2%
Expenses	$379,328,200	$328,844,197	+0.2%
Net Income	$1,846	N/A	N/A

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

445

Volunteers

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

$338,649

Total Directors

Key Employees

$423,911

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FIDEL HUERTA MD	DIR. MEDICAL	40.00	Key Emp	$242,274	$0	$242,274
ENRIQUE ROMAN	DIR. COMM. S	40.00	Key Emp	$181,637	$0	$181,637
MICHI A GATES PHD	CEO	40.00	Officer	$180,587	$0	$180,587
THOMAS A WOLFGRAM	CFO	40.00	Officer	$158,062	$0	$158,062
CELIA PINAL	DIR. CLIENT	40.00	Highest	$135,778	$0	$135,778
OSCAR AXUME	TREASURER	1.00	Officer Director	$0	$0	$0
KEVIN GOSSELIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
CARLOS ISIDORO	DIRECTOR	1.00	Director	$0	$0	$0
RYAN JONES	DIRECTOR	1.00	Director	$0	$0	$0
TRACEY MENSCH	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
TAMERLA PRINCE	DIRECTOR	1.00	Director	$0	$0	$0
DONALD TOBIAS	DIRECTOR	1.00	Director	$0	$0	$0
MARK TOLENTINO	DIRECTOR	1.00	Director	$0	$0	$0
MARTIN VASQUEZ	SECRETARY	1.00	Officer Director	$0	$0	$0
SIMON VERDUGO	DIRECTOR	1.00	Director	$0	$0	$0
RUTH WATTERSON	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
2025	$379,330,046	$379,328,200	$85,045,764	$1,846
2024	$328,844,197	$328,844,197	$87,818,007	No data
2023	$292,705,902	$293,637,653	$104,809,134	$-931,751
2022	$231,951,369	$231,675,789	$75,502,954	$275,580
2021	$221,819,129	$221,819,129	$75,973,745	No data
2020	$201,371,007	$201,371,007	$71,431,094	No data
2019	$206,667,952	$206,667,952	$75,855,586	No data
2018	$171,810,923	$171,810,923	$60,432,337	No data

KERN REGIONAL CENTER