HOUSING AND OPPORTUNITY FOUNDATION OF KERN (EIN 454059806) - 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

2011

Legal Domicile

Principal Officer

HEATHER KIMMEL

Phone

6616318500

Tax Period

2024-07-01 to 2025-06-30

HOUSING AND OPPORTUNITY FOUNDATION OF KERN, founded in 2011, is a small nonprofit in the Human Services sector that reported $122K in total revenue in fiscal year 2024. Revenue surged 83% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 32% operating margin.

Mission

IT IS OUR MISSION TO EMPOWER FAMILIES TO BECOME SELF SUFFICIENT AND IMPROVE THEIR QUALITY OF LIFE.

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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 $88,000

Program Service Revenue $0

Investment Income $12,556

Other Revenue $21,467

TOTAL REVENUE $122,023

Expense Breakdown

Grants Paid $16,000

Salaries & Benefits $1,406

Fundraising Expenses $0

Program Expenses $73,741

Other Expenses $65,974

TOTAL EXPENSES $83,380

Year-over-Year Comparison

	2024	2023	Change
Revenue	$122,023	$66,744	+0.8%
Expenses	$83,380	$61,336	+0.4%
Net Income	$38,643	$5,408	+6.1%

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

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

$151,424

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA JANSSEN	DIRECTOR	2.00	Director	$0	$0	$0
SHONTAY SMITH-SWEENEY	CHAIR	1.00	Officer Director	$0	$0	$0
GABRIELA MELLO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MAX P BACERRA	DIRECTOR	1.00	Director	$0	$0	$0
RAJU JASSAR	DIRECTOR	1.00	Director	$0	$0	$0
DEE SLADE	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE ARY	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL BOWERS	DIRECTOR	1.00	Director	$0	$0	$0
SAMY ABIAOUI	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER KIMMEL	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$151,424

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	$122,023	$83,380	$468,916	$38,643
2024	$66,744	$61,336	$445,559	$5,408
2023	$161,353	$106,059	$437,465	$55,294
2022	$123,017	$80,349	$362,596	$42,668
2021	$76,783	$67,982	$322,703	$8,801
2020	$212,633	$133,149	$317,269	$79,484
2019	$97,207	$127,034	$245,012	$-29,827
2018	$180,936	$164,964	$279,538	$15,972

HOUSING AND OPPORTUNITY FOUNDATION OF KERN