KENDAL AT VENTURA (EIN 882322210) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

AMY C HARRISON

Phone

6103351200

Tax Period

2024-01-01 to 2024-12-31

KENDAL AT VENTURA, founded in 2022, is a micro nonprofit in the Housing & Shelter sector that reported $24K in total revenue in fiscal year 2024. Expenses of $2.6M exceeded revenue, resulting in a 10928% operating deficit.

Mission

DEVELOP AND OPERATE A SENIOR LIVING COMMUNITY DESIGNED TO FURTHER THE IDEALS AND MISSION OF THE KENDAL CORPORATION AND SAN FRANCISCO ZEN CENTER IN SIMI VALLEY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5,668

Other Revenue $18,300

TOTAL REVENUE $23,968

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,643,156

TOTAL EXPENSES $2,643,156

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,968	N/A	N/A
Expenses	$2,643,156	$1,909,400	+0.4%
Net Income	$-2,619,188	$-1,909,400	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$869,892

Total Directors

$36,095

Key Employees

$364,223

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL KEUNSTNER	CHAIR	10.00	Officer Director	$0	$0	$0
SUSAN O'CONNELL	BOARD MEMBER	10.00	Director	$0	$0	$0
LAURIE SOWD	BOARD MEMBER	5.00	Director	$0	$0	$0
BILL BENSON	BOARD MEMBER	5.00	Director	$0	$0	$0
JOAN BARNES	BOARD MEMBER	5.00	Director	$0	$0	$0
NANCY WALSH	BOARD MEMBER	5.00	Director	$0	$0	$0
DENNIS RUSSELL	BOARD MEMBER	5.00	Director	$0	$0	$36,095
LAURA GELLER	BOARD MEMBER	5.00	Director	$0	$0	$0
VASSAR BYRD	CEO	10.00	Officer	$0	$23,179	$447,730
AMY C HARRISON	CHIEF FINANCIAL OFFICER	10.00	Officer	$0	$54,471	$422,162
STEPHEN BAILEY	CHIEF STRATEGY OFFICER	10.00	Key Emp	$0	$29,109	$364,223

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	$23,968	$2,643,156	$38,492,262	$-2,619,188
2023	No data	$1,909,400	$28,968,948	No data

KENDAL AT VENTURA