KERN RIVER VALLEY HERITAGE FOUNDATION

EIN: 770548211 501(c)(3) Environment

LAKE ISABELLA, CA

Total Revenue
$23,298
Total Expenses
$43,598
Total Assets
$7,877,215
Net Assets
$7,877,215
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
CA
Principal Officer
BRUCE VEGTER
Phone
3102939571
Tax Period
2024-01-01 to 2024-12-31

KERN RIVER VALLEY HERITAGE FOUNDATION, founded in 2000, is a micro nonprofit in the Environment sector that reported $23K in total revenue in fiscal year 2024. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $44K exceeded revenue, resulting in a 87% operating deficit.

Mission

TO PROTECT AND MANAGE LANDS AND OTHER RESOURCES POSSESSING UNIQUE NATURAL RESOURCE, AGRICULTURAL, OPEN SPACE, CULTURAL, OR HISTORICAL QUALITIES; WITH THE LONG TERM GOAL OF PRESERVING THE KERN RIVER VALLEYS PASTORAL QUALITY

Program Service Accomplishments

Program 1
Expenses: $43,598

ACQUISITION AND MAINTENANCE OF HOT SPRINGS VALLEY WETLANDS AND BROWN FLAT PRESERVE FOR COMMUNITY PRESERVATION AND EDUCATION

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $23,250
Program Service Revenue $0
Investment Income $48
Other Revenue $0
TOTAL REVENUE $23,298

Expense Breakdown

Grants Paid $0
Salaries & Benefits $13,265
Fundraising Expenses $0
Program Expenses $43,598
Other Expenses $30,333
TOTAL EXPENSES $43,598

Year-over-Year Comparison

2024 2023 Change
Revenue $23,298 $1,806,930 -1.0%
Expenses $43,598 $91,331 -0.5%
Net Income $-20,300 $1,715,599 -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

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
3
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
3
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHY DWYER DIRECTOR 0.00
Director
$0 $0 $0
DEANNEMARSHA SHULMAN DIRECTOR 0.00
Director
$0 $0 $0
REED TOLLEFSON DIRECTOR 0.00
Director
$0 $0 $0
WENDY WALWYN VICE PRESIDENT 0.00
Director
$0 $0 $0
BRUCE VEGTER PRESIDENT 0.00
Officer
$0 $0 $0
STEVE SPRADLIN SECRETARY 0.00
Officer
$0 $0 $0
JAMES DUKE TREASURER 0.00
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
2025 No data No data No data No data
2024 $23,298 $43,598 $7,877,215 $-20,300
2023 $1,806,930 $91,331 $7,897,515 $1,715,599
2022 $161,068 $57,107 $6,191,795 $103,961
2021 $119,475 $63,045 $5,834,834 $56,430
2020 $4,573,455 $23,989 $5,778,404 $4,549,466
2019 $345,402 $30,759 $1,228,938 $314,643
2018 $15,932 $7,017 $860,059 $8,915
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