ANAHEIM COMMUNITY FOUNDATION (EIN 330033023) - 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

1984

Legal Domicile

Principal Officer

JANIS HECKEL

Phone

7147654419

Tax Period

2023-01-01 to 2023-12-31

ANAHEIM COMMUNITY FOUNDATION, founded in 1984, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2023. The organization ran a surplus of $939K, a strong 34% operating margin.

Mission

RAISE FUNDS TO SUPPORT AND ENHANCE PROGRAMS/SERVICES THAT ENRICH THE CITY OF ANAHEIM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,802,918

Program Service Revenue $0

Investment Income $126,168

Other Revenue $-154,680

TOTAL REVENUE $2,774,406

Expense Breakdown

Grants Paid $1,049,003

Salaries & Benefits $159,523

Fundraising Expenses $0

Program Expenses $1,517,501

Other Expenses $627,103

TOTAL EXPENSES $1,835,629

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,774,406	$2,852,830	0.0%
Expenses	$1,835,629	$1,934,931	-0.1%
Net Income	$938,777	$917,899	+0.0%

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

Volunteers

375

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

$125,365

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM CHIPS	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
CAROL LATHAM	DIRECTOR	1.00	Director	$0	$0	$0
JEFF HUNTER	TREASURER/CFO	1.00	Officer Director	$0	$0	$0
BHARAT PATEL	SECRETARY	1.00	Officer Director	$0	$0	$0
ED MUNSON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN FAESSEL	DIRECTOR	1.00	Director	$0	$0	$0
SJANY LARSON-CASH	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA MANES	DIRECTOR	1.00	Director	$0	$0	$0
NORMA MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL RUBIN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN H SAIN	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE SOLARI	DIRECTOR	1.00	Director	$0	$0	$0
CATHY STEELE	DIRECTOR	1.00	Director	$0	$0	$0
MARY JO COOKE	DIRECTOR	1.00	Director	$0	$0	$0
LISA ZARADICH	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER DOWNING	DIRECTOR	1.00	Director	$0	$0	$0
AB ABDULRAHMAN	DIRECTOR	1.00	Director	$0	$0	$0
JANIS HECKEL	EXECUTIVE DIRECTOR	40.00	Officer	$125,365	$0	$125,365

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	No data	No data	No data	No data
2023	$2,774,406	$1,835,629	$4,947,522	$938,777
2022	$2,852,830	$1,934,931	$3,660,157	$917,899
2021	$1,620,636	$1,089,072	$2,865,634	$531,564
2020	$3,755,377	$3,692,787	$1,869,254	$62,590
2019	$820,440	$543,619	$1,666,664	$276,821

ANAHEIM COMMUNITY FOUNDATION