KERN COUNTY SHERIFFS EMPLOYEE WELF… - Form 990 Financial Data

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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

1954

Legal Domicile

Principal Officer

JOCELYN WOLTER

Phone

6613917618

Tax Period

2025-01-01 to 2025-12-31

KERN COUNTY SHERIFFS EMPLOYEE WELFARE & BENEFIT ASSOCIATION, founded in 1954, is a small nonprofit that reported $130K in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $56K, a strong 43% operating margin.

Mission

TO PROVIDE INSURANCE AND DEATH BENEFITS FOR MEMBERS, AND ADVANCE THEIR SOCIAL, AND EDUCATIONAL WELFARE.

Program Service Accomplishments

Program 1

Expenses: $52,721

ADVANCE THE SOCIAL, ECONOMIC, AND EDUCATIONAL WELFARE OF THE MEMBERS

Program 2

Expenses: $21,075

PROVIDE DEATH AND DISABILITY BENEFITS TO FAMILIES OF 11 MEMBERS

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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 (2025)

Revenue Breakdown

Contributions & Grants $6,241

Program Service Revenue $75,101

Investment Income $53,361

Other Revenue $-4,917

TOTAL REVENUE $129,786

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,796

Other Expenses $52,721

TOTAL EXPENSES $73,796

Year-over-Year Comparison

	2025	2024	Change
Revenue	$129,786	$113,254	+0.1%
Expenses	$73,796	$80,505	-0.1%
Net Income	$55,990	$32,749	+0.7%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRACE RODRIGUEZ	Director	0.00	Director	$0	$0	$0
ANNA ALVARENGA	Vice President	1.00	Officer Director	$0	$0	$0
JOCELYN WOLTER	President	1.00	Officer Director	$0	$0	$0
DUSTIN CONTRERAS	Director	0.50	Director	$0	$0	$0
BRAD DARLING	Director	0.50	Director	$0	$0	$0
SUNDEEP DHALIWILL	Director	0.50	Director	$0	$0	$0
BRIAN ELLIOTT	Director	0.50	Director	$0	$0	$0
KEIRY ROMERO	Director	0.00	Director	$0	$0	$0
DESIREE DEVAL	Director	0.00	Director	$0	$0	$0
VICTORIA RIVERIA	Director	0.00	Director	$0	$0	$0
MICHELE LEPER	Director	0.00	Director	$0	$0	$0
JESSICA MENDOZA	Director	0.50	Director	$0	$0	$0
AMY MAXWELL	Director	0.00	Director	$0	$0	$0
HELEN ROSARIO-RIVERA	Secretary	0.50	Director	$0	$0	$0
DIXIE WALTERS	Director	0.50	Director	$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	$129,786	$73,796	$1,663,410	$55,990
2024	No data	No data	No data	No data
2023	$90,921	$67,591	$1,403,546	$23,330
2021	$140,682	$69,241	$1,343,548	$71,441
2020	$135,282	$64,947	$1,220,473	$70,335
2019	$139,532	$76,915	$1,104,032	$62,617
2018	$134,225	$69,474	$977,275	$64,751

KERN COUNTY SHERIFFS EMPLOYEE WELFARE & BENEFIT ASSOCIATION