KERN REAL ESTATE FOUNDATION (EIN 462637218) - 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

2013

Legal Domicile

Principal Officer

AARON FALK

Phone

6613255346

Tax Period

2023-01-01 to 2023-12-31

Mission

KERN REAL ESTATE FOUNDATION FUNCTIONS EXCLUSIVELY TO BENEFIT AND SUPPORT THE KERN COMMUNITY FOUNDATION.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $651

Program Expenses $2,606

Other Expenses $5,210

TOTAL EXPENSES $5,210

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$5,448	-1.0%
Expenses	$5,210	$5,448	0.0%
Net Income	N/A	$0	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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLOS SANCHEZ	CHAIR	1.00	Officer Director	$0	$0	$0
GLENDA GARCIA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
TANYA ALSHEIKH	SECRETARY	1.00	Officer Director	$0	$0	$0
VINCENT ODDO	TREASURER	1.00	Officer Director	$0	$0	$0
JOE GREGORY	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY GUTIERREZ	DIRECTOR	1.00	Director	$0	$0	$0
JAY HERSHEY	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN LELAND	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN BEALL WATSON	DIRECTOR	1.00	Director	$0	$0	$0
LYDIA CHANEY	DIRECTOR	1.00	Director	$0	$0	$0
LAURA WOLFE	DIRECTOR	1.00	Director	$0	$0	$0
AARON FALK	PRESIDENT	1.00	Officer 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
2024	No data	No data	No data	No data
2023	No data	$5,210	$1,529	No data
2022	$5,448	$5,448	$1,615	No data
2021	$9,376	$4,993	$1,616	$4,383
2020	No data	$4,950	$1,434	No data
2019	$4,610	$4,318	$1,557	$292
2018	$7	$5,781	$275	$-5,774

KERN REAL ESTATE FOUNDATION