Kern Heritage Center

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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

2014

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Kern Heritage Center, founded in 2014, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $32K in total revenue in fiscal year 2023. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $53K exceeded revenue, resulting in a 66% operating deficit.

Mission

An educational, arts and event center promoting the historic, natural and environmental features of the northern Anoka County area.

Program Service Accomplishments

Program 1

Expenses: $49,368

Upon the death of the organization Founder, Melanie Kern, the Kern Heritage Center has been cleaned and prepared for operation as an activity and nature center.

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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 $30,013

Program Service Revenue $0

Investment Income $0

Other Revenue $1,600

TOTAL REVENUE $31,613

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,368

Other Expenses $52,529

TOTAL EXPENSES $52,529

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,613	$749,686	-1.0%
Expenses	$52,529	$23,774	+1.2%
Net Income	$-20,916	$725,912	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Jason Carroll	Director	Director	$0	$0	$0
Kim Franklin	Director	Director	$0	$0	$0
Julie Cisler	Director	Director	$0	$0	$0
Roger Swanson	President-Treasurer	Officer	$0	$0	$0
Betsy OBerry	Secretary	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	No data	No data	No data	No data
2023	$31,613	$52,529	$723,894	$-20,916
2022	$749,686	$23,774	$744,810	$725,912