Form 990 for tax year 2023
Filed by HOUSING AND OPPORTUNITY FOUNDATION OF KERN.
Totals
- Total revenue
- $66,744
- Total expenses
- $61,336
- Contributions and grants received
- $66,649
- Grants paid
- $11,000
- Program service revenue
- $0
- Investment income
- $4,167
- Other revenue
- -$4,072
- Total assets, end of year
- $445,559
- Total liabilities, end of year
- $20,913
- Net assets or fund balances, end of year
- $424,646
- Program services expenses (Part IX)
- $47,573
- Management and general expenses
- $13,763
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $47,573
Program services were 77.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$24,500
-
1f · All other contributions, gifts and grants
$42,149
-
3 · Investment income
total $4,167 · excluded $4,167
-
8a · Fundraising events: gross income
$18,760
-
8a · Fundraising events: contributions included on line 1c
$24,500
-
8b · Fundraising events: direct expenses
$22,832
-
8c · Net income from fundraising events
total -$4,072 · excluded -$4,072
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $11,000 · program services $11,000
-
11b · Fees: legal
total $6,075 · management and general $6,075
-
13 · Office expenses
total $1,144 · management and general $1,144
-
23 · Insurance
total $1,160 · management and general $1,160
-
24a · Other expenses: HOUSING COUNSELING
total $31,160 · program services $31,160
-
24b · Other expenses: HELPING HANDS
total $5,413 · program services $5,413
-
24c · Other expenses: BAD DEBTS
total $5,384 · management and general $5,384
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $437,465 · end of year $298,105
-
4 · Accounts receivable
beginning of year $0 · end of year $1,066
-
12 · Investments: other securities
end of year $146,388
-
17 · Accounts payable and accrued expenses
beginning of year $1,913 · end of year $1,913
-
25 · Other liabilities
beginning of year $19,000 · end of year $19,000
-
27 · Net assets without donor restrictions
beginning of year $276,596 · end of year $279,359
-
28 · Net assets with donor restrictions
beginning of year $139,956 · end of year $145,287
Mission and programs · 2023
Mission
TO RAISE FUNDS FOR AND OTHERWISE CONDUCT OR SUPPORT PROGRAMS AND ACTIVITIES THAT BENEFIT PARTICIPANTS OF HOUSING AUTHORITY OF THE COUNTY OF KERN PROGRAMS AND OTHER LOW- INCOME FAMILIES.
Activities or mission (Part I)
IT IS OUR MISSION TO EMPOWER FAMILIES TO BECOME SELF SUFFICIENT AND IMPROVE THEIR QUALITY OF LIFE.
-
THE PURPOSE OF THE HELPING HANDS FUND IS TO PROVIDE FOR THE BASIC NEEDS OF PROGRAM PARTICIPANTS. THOSE NEEDS ARE RELATED TO BASIC HOUSING, FOOD, CLOTHING, AND ONE TIME ASSISTANCE. FAMILIES WHO ARE STRUGGLING TO MEET THEIR BASIC NEEDS WILL BE ASSISTED AND PROVIDED WITH CASE MANAGEMENT SERVICES TO IDENTIFY THE ROOT CAUSES OF THE IDENTIFIED NEED. THE FUND INCLUDES: JESSICA'S CHRISTMAS, FOOD PANTRY, ADOPT-A-CENTER, AND THE CLOTHING CLOSET.
Expenses $31,160
-
THE PURPOSE OF THE HOUSING COUNSELING FUND IS TO PROVIDE RESIDENTS THAT ARE ALREADY MEETING THEIR INDIVIDUAL GOALS OR THOSE THAT ARE READY TO MOVE FROM SUBSIDIZED HOUSING TO THEIR OWN HOME. THE FOCUS WILL BE ON CREDIT AND ASSET BUILDING WITH THE ULTIMATE GOAL OF RESPONSIBLE HOMEOWNERSHIP. THE FUND INCLUDES: FINANCE & UPWARD MOBILITY, ASSET BUILDING, AND HOME OWNERSHIP.
Expenses $5,413
-
THE PURPOSE OF THE OPPORTUNITY FUND IS TO PROVIDE PARTICIPANTS WHO ARE ACTIVELY ENGAGED IN THE PURSUIT OF SELF-SUFFICIENCY, THE PROGRAMS AND SERVICES NEEDED TO OBTAIN THEIR GOALS. PARTICIPANTS WILL DEVELOP AN INDIVIDUAL TRAINING AND SERVICES PLAN TO REMAIN FOCUSED ON THE ULTIMATE GOAL OF SELF-SUFFICIENCY AND EDUCATION. THE FUND INCLUDES: SCHOLARSHIP PROGRAM, EDUCATIONAL SERVICES AND ACTIVITIES, AND JOB SEARCH AND CAREER BUILDING.
Expenses $11,000 · Grants $11,000
As filed on the 2023 return.
Listed in Part VII
-
Jessica JanssenJESSICA JANSSEN
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Shontay Smith-SweenerSHONTAY SMITH-SWEENER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Gabriela MelloGABRIELA MELLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Max P BacerraMAX P BACERRA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Raju JassarRAJU JASSAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dee SladeDEE SLADE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrea Rutherford-HillANDREA RUTHERFORD-HILL
TREASURY & SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Samy AbiaouiSAMY ABIAOUI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brooke AryBROOKE ARY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael BowersMICHAEL BOWERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Heather KimmelHEATHER KIMMEL
EXECUTIVE DIRECTOR
- Total calculated
- $148,317
- From this org
- $0
- From related orgs
- $148,317
- Other
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
HOUSING AUTHORITY OF THE COUNTY OF KERN
GOVERNMENT AGENCY PROVIDING SAFE, AFFORDABLE HOUSING TO KERN COUNTY · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510449349301671
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