KERN RIVER VALLEY HERITAGE FOUNDATION (EIN 770548211) - 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

2000

Legal Domicile

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

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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 $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

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

N/A

Independent Members

N/A

Employees

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	Role	Reportable Comp	Other Comp	Total
KATHY DWYER	DIRECTOR	Director	$0	$0	$0
DEANNEMARSHA SHULMAN	DIRECTOR	Director	$0	$0	$0
REED TOLLEFSON	DIRECTOR	Director	$0	$0	$0
WENDY WALWYN	VICE PRESIDENT	Director	$0	$0	$0
BRUCE VEGTER	PRESIDENT	Officer	$0	$0	$0
STEVE SPRADLIN	SECRETARY	Officer	$0	$0	$0
JAMES DUKE	TREASURER	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

KERN RIVER VALLEY HERITAGE FOUNDATION