KERN COUNTY WWII VETERANS MEMORIAL (EIN 863157816) - 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

2021

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

KERN COUNTY WWII VETERANS MEMORIAL, founded in 2021, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $34K in total revenue in fiscal year 2023. Revenue fell 95% from the prior year — a significant decline worth monitoring. Expenses of $137K exceeded revenue, resulting in a 306% operating deficit.

Mission

TO CREATE A PERMANENT TRIBUTE HONORING ALL KERN COUNTY WWII VETERANS AND THOSE WHO SUPPORTED THEM. TO SERVE OUR COMMUNITY WITH A BEAUTIFUL MEMORIAL THAT WILL BE A PERMANENT PLACE OF REVERENCE AND TRIBUTE, AND WILL ALSO PROVIDE HISTORICAL WWII EDUCATION FOR THE ENTIRE COMMUNITY.

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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 $29,198

Program Service Revenue $0

Investment Income $4,590

Other Revenue $0

TOTAL REVENUE $33,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $137,021

Other Expenses $137,021

TOTAL EXPENSES $137,021

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,788	$636,272	-0.9%
Expenses	$137,021	$364,351	-0.6%
Net Income	$-103,233	$271,921	-1.4%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY WATKINS	SECRETARY	20.00	Officer	$0	$0	$0
KAREN LOPETEGUY	TREASURER	20.00	Officer	$0	$0	$0
ED GAEDE	PRESIDENT	30.00	Officer	$0	$0	$0
WENDY WARD	VICE PRESIDENT	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	No data	No data	No data	No data
2023	$33,788	$137,021	$233,927	$-103,233
2022	$636,272	$364,351	$271,921	$271,921

KERN COUNTY WWII VETERANS MEMORIAL