KOKORO ASSISTED LIVING INC (EIN 943271217) - 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

1997

Legal Domicile

Principal Officer

NAOKO JONES

Phone

4157668066

Tax Period

2023-10-01 to 2024-09-30

KOKORO ASSISTED LIVING INC, founded in 1997, is a community nonprofit in the Housing & Shelter sector that reported $4.0M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

ASSISTED LIVING HOUSING SERVICES TO PROMOTE AND ENHANCE THE INDEPENDENCE AND SECURITY OF OLDER ADULTS

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $479,090

Program Service Revenue $3,518,510

Investment Income $-25,256

Other Revenue $0

TOTAL REVENUE $3,972,344

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,245,431

Fundraising Expenses $0

Program Expenses $3,591,913

Other Expenses $1,844,701

TOTAL EXPENSES $4,090,132

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,972,344	$3,525,938	+0.1%
Expenses	$4,090,132	$3,743,533	+0.1%
Net Income	$-117,788	$-217,595	-0.5%

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

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
MEGUMI AIHARA	Secretary	2.00	Officer Director	$0	$0	$0
STEVE SUZUKI	Vice President	2.00	Officer Director	$0	$0	$0
CLARA ALLEN	BOARD MEMBER	2.00	Director	$0	$0	$0
GRACE TOYOMURA	BOARD MEMBER	2.00	Director	$0	$0	$0
RODNEY CHIN	President	2.00	Officer Director	$0	$0	$0
JEFFREY ZIMMERMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
CANDY RUPP	BOARD MEMBER	2.00	Director	$0	$0	$0
BRIAN MORROW	Treasurer	5.00	Officer Director	$0	$0	$0
NAOKO JONES	Executive Dir.	40.00	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
2024	$3,972,344	$4,090,132	$8,310,067	$-117,788
2023	$3,525,938	$3,743,533	$7,918,647	$-217,595
2022	$3,077,568	$3,485,810	$8,304,612	$-408,242
2021	$3,230,433	$3,332,272	$8,928,213	$-101,839
2020	$3,154,614	$3,265,485	$9,422,234	$-110,871
2019	$2,959,672	$3,059,816	$9,269,793	$-100,144
2018	$3,191,129	$3,189,881	$9,319,214	$1,248

KOKORO ASSISTED LIVING INC