ANAHEIM MUNICIPAL EMPLOYEES ASSOCIATION (EIN 237024277) - 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

1969

Legal Domicile

Principal Officer

JASON PEREZ

Tax Period

2025-01-01 to 2025-12-31

ANAHEIM MUNICIPAL EMPLOYEES ASSOCIATION, founded in 1969, is a small nonprofit that reported $369K in total revenue in fiscal year 2025. Expenses of $314K left a modest 15% surplus.

Mission

LABOR RELATIONS

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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 $0

Program Service Revenue $367,124

Investment Income $1,704

Other Revenue $0

TOTAL REVENUE $368,828

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $313,951

Other Expenses $313,951

TOTAL EXPENSES $313,951

Year-over-Year Comparison

	2025	2024	Change
Revenue	$368,828	$353,826	+0.0%
Expenses	$313,951	$307,658	+0.0%
Net Income	$54,877	$46,168	+0.2%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
JASON PEREZ	PRESIDENT	Officer	$0	$0	$0
STEVE GOODWYN	1ST VICE PRESIDENT	Officer	$0	$0	$0
HEATHER MADRICK	2ND VICE PRESIDENT	Officer	$0	$0	$0
RICH SAUCEDA	TREASURER	Officer	$0	$0	$0
VERONICA GUERRERO	SECRETARY	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	$368,828	$313,951	$551,590	$54,877
2024	$353,826	$307,658	$496,637	$46,168
2023	$300,747	$275,744	$446,013	$25,003
2022	$306,162	$285,009	$421,010	$21,153
2021	$293,712	$259,661	$399,857	$34,051
2020	$310,438	$330,468	$365,806	$-20,030
2019	$319,675	$322,203	$385,836	$-2,528
2018	$304,297	$285,786	$388,364	$18,511

ANAHEIM MUNICIPAL EMPLOYEES ASSOCIATION