KAMALII FOSTER FAMILY AGENCY

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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

1998

Legal Domicile

Principal Officer

JOHN ERIC MORTENSEN

Phone

9516749400

Tax Period

2024-01-01 to 2024-12-31

KAMALII FOSTER FAMILY AGENCY, founded in 1998, is a community nonprofit in the Human Services sector that reported $8.4M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $7.8M left a modest 7% surplus.

Mission

THE AGENCY PROVIDES FOSTER CARE SERVICES TO DEPENDENT CHILDREN BY PLACING THESE MINORS WITH FOSTER FAMILIES AND PROVIDING SUPPORT AND TRAINING SERVICES.

Program Service Accomplishments

Program 1

Expenses: $6,267,438

THE AGENCY IS A THP+FC PROVIDER AND IS CERTIFIED BY COUNTY DEPARTMENTS OF SOCIAL SERVICES AND LICENSED AS TRANSITIONAL HOUSING PLACEMENT PROVIDER BY THE COMMUNITY CARE LICENSING. UNDER THIS PROGRAM THE AGENCY PLACES YOUTH AGES 18-21 IN EXTENTED FOSTER CARE BY PROVIDING HOUSING AND COMPREHENSIVE SUPPORTIVE SERVICES. THE NUMBER OF CLIENTS VARIES DURING THE YEAR AND AVERAGES ABOUT 100 CLIENTS IN THE CURRENT YEAR.

Program 2

Expenses: $1,450,430

THE AGENCY PLACES AND MONITORS CHILDREN DURING THE YEAR WITH QUALIFIED FOSTER FAMILIES. THE AGENCY PROVIDES THOSE MINORS COUNSELING TREATMENT SERVICES AND SUPPORTS THE FOSTER FAMILIES WITH TRAINING...

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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 $163,944

Program Service Revenue $8,225,126

Investment Income $0

Other Revenue $39,804

TOTAL REVENUE $8,428,874

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,381,416

Fundraising Expenses $0

Program Expenses $7,717,868

Other Expenses $4,467,095

TOTAL EXPENSES $7,848,511

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,428,874	$6,189,421	+0.4%
Expenses	$7,848,511	$5,796,734	+0.4%
Net Income	$580,363	$392,687	+0.5%

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

N/A

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

$435,472

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN ERIC MORTENSEN	Chairman & ED	60.00	Officer	$170,000	$0	$170,000
MICHAEL LEE BURTON	Vice Chair	50.00	Officer	$136,000	$0	$136,000
LORNA MORTENSEN	Secretary & CFO	55.00	Officer	$129,472	$0	$129,472
MARCELLA TARPLEY	Director	2.00	Director	$0	$0	$0
LESLIE MARSHALL	Director	2.00	Director	$0	$0	$0
TODD DAILEY	Director	2.00	Director	$0	$0	$0
KERI PARI	Director	2.00	Director	$0	$0	$0
WENDY BRADSHAW	Director	2.00	Director	$0	$0	$0
MARK PITTS	Director	2.00	Director	$0	$0	$0
DAVID MCCOY	Director	2.00	Director	$0	$0	$0
MARILYN TURNER	Treasurer	2.00	Officer	$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	$8,428,874	$7,848,511	$3,291,106	$580,363
2023	$6,189,421	$5,796,734	$2,488,774	$392,687
2022	$4,432,540	$4,473,280	$2,156,450	$-40,740
2021	$4,500,687	$4,033,662	$1,886,609	$467,025
2020	$4,296,286	$3,678,813	$1,585,814	$617,473
2019	$2,567,731	$2,428,082	$790,568	$139,649
2018	$2,382,461	$2,445,855	$633,018	$-63,394