Kenwood Oakland Community Organization (EIN 362598637) - 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

1965

Legal Domicile

Principal Officer

Shannon Bennett

Phone

7735487500

Tax Period

2023-07-01 to 2024-06-30

Kenwood Oakland Community Organization, founded in 1965, is a community nonprofit in the Community Improvement sector that reported $5.2M in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 33% operating margin.

Mission

The mission of KOCO is to provide comprehensive human services that are designed to enable consituents to control their lives, through empowered and collective input.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,670,375

Program Service Revenue $551,442

Investment Income $61

Other Revenue $0

TOTAL REVENUE $5,221,878

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,545,847

Fundraising Expenses $371,790

Program Expenses $2,413,126

Other Expenses $1,971,617

TOTAL EXPENSES $3,517,464

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,221,878	$3,201,781	+0.6%
Expenses	$3,517,464	$3,450,205	+0.0%
Net Income	$1,704,414	$-248,424	-7.9%

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

N/A

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

$92,000

Total Directors

$171,010

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shannon Bennett	Executive Director	40.00	Officer Director	$92,000	$0	$92,000
Matthew Humphries	Treasurer	0.50	Director	$0	$0	$0
Nicole Spencer	Secretary	0.50	Director	$0	$0	$0
Aaron Brown	Chair	0.50	Director	$79,010	$0	$79,010
Rashid Mitchell	Board Member	1.00	Director	$0	$0	$0
Jackie Payton	Board Member	0.50	Director	$0	$0	$0
Esi Kosman	Board Member	1.00	Director	$0	$0	$0
Frances Banks	Board Member	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	No data	No data	No data	No data
2024	$5,221,878	$3,517,464	$4,497,702	$1,704,414
2023	$3,201,781	$3,450,205	$1,824,596	$-248,424
2022	$3,046,693	$2,791,767	$2,074,323	$254,926
2021	$2,357,632	$1,899,950	$1,899,192	$457,682
2021	$2,357,632	$1,899,950	$1,899,192	$457,682
2020	$2,068,838	$1,484,175	$1,361,715	$584,663
2019	$1,329,789	$1,292,103	$608,228	$37,686

Kenwood Oakland Community Organization