JMH-ANAHEIM FOUNDATION INC

EIN: 462909640 501(c)(3) Community Improvement

ANAHEIM, CA

Total Revenue
$1,477,499
Total Expenses
$1,509,295
Total Assets
$863,179
Net Assets
$206,288
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
CA
Principal Officer
NATHAN ZUG
Phone
7144487575
Tax Period
2024-01-01 to 2024-12-31

JMH-ANAHEIM FOUNDATION INC, founded in 2015, is a community nonprofit in the Community Improvement sector that reported $1.5M in total revenue in fiscal year 2024.

Mission

TO DEVELOP RELATIONSHIPS AND BRIDGES TO SPREAD GOODNESS AND TO MEET NEEDS. JMH HAS SPENT MORE THAN 10 YEARS DEVELOPING RELATIONSHIPS AND BUILDING COLLABORATIVE BRIDGES BETWEEN 6 SECTORS IN THE CITY OF ANAHEIM (BUSINESSES, SERVICE ORGANIZATIONS, NON-PROFITS, FAITH-BASED ORGANIZATIONS, SCHOOL DISTRICTS AND THE CITY OF ANAHEIM 12 DEPARTMENTS), SO THAT THE GREATEST GOOD CAN BE ACCOMPLISHED IN ANAHEIM. THE FOUNDATION IS AN ORGANIZATION WITH THREE DISTINCT PROGRAMS THAT WORK COLLABORATIVELY TOGETHER WITH AN INTEGRATED SYNERGY. THE THREE PROGRAMS ARE: LOVE ANAHEIM - MISSION: SPREADING GOODNESS, MEETING NEEDS, DEMONSTRATING KINDNESS; BETTER WAY ANAHEIM (BWA) MISSION: A PATHWAY TO WORK FOR ANAHEIMS HOMELESS NEIGHBORS; AND ANAHEIM FOOD PANTRY NETWORK (AFPN) - MISSION: REDUCING FOOD INSECURITY THROUGH PARTNERSHIPS AND COLLABORATION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $968,728
Program Service Revenue $505,431
Investment Income $0
Other Revenue $3,340
TOTAL REVENUE $1,477,499

Expense Breakdown

Grants Paid $0
Salaries & Benefits $455,087
Fundraising Expenses $4,967
Program Expenses $1,410,273
Other Expenses $1,054,208
TOTAL EXPENSES $1,509,295

Year-over-Year Comparison

2024 2023 Change
Revenue $1,477,499 $1,406,908 +0.1%
Expenses $1,509,295 $1,389,220 +0.1%
Net Income $-31,796 $17,688 -2.8%
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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Governance

Voting Members
7
Independent Members
6
Employees
17
Volunteers
2575

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
3
$78,983
Total Directors
7
$78,983
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NATHAN ZUG President 15.00
Officer Director
$78,983 $0 $78,983
STEVE SPYKERMAN BOARD MEMBER 15.00
Director
$0 $0 $0
BRENDA WYLDE Treasurer 7.00
Officer Director
$0 $0 $0
KRIS LASHER Secretary 2.00
Officer Director
$0 $0 $0
COREY WYLDE BOARD MEMBER 2.00
Director
$0 $0 $0
PAUL MERCIER BOARD MEMBER 2.00
Director
$0 $0 $0
KEN LEE BOARD MEMBER 2.00
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
2024 $1,477,499 $1,509,295 $863,179 $-31,796
2023 $1,406,908 $1,389,220 $488,861 $17,688
2022 $700,267 $761,086 $238,011 $-60,819
2021 $736,051 $607,366 $288,550 $128,685
2020 $350,677 $258,880 $161,465 $91,797
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