ANAHEIM FIRST

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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

2019

Legal Domicile

Principal Officer

JERRY JORDAN

Phone

7147580222

Tax Period

2023-01-01 to 2023-12-31

ANAHEIM FIRST, founded in 2019, is a micro nonprofit in the Community Improvement sector that reported $3K in total revenue in fiscal year 2023. Revenue fell 58% from the prior year — a significant decline worth monitoring.

Mission

ANAHEIM FIRST WAS FORMED ON BEHALF OF THE COMMUNITY AND SUPPORTED BY THE ANAHEIM CHAMBER OF COMMERCE, VISIT ANAHEIM, AND THE ANAHEIM COMMUNITY FOUNDATION, AND IS LED BY A DEDICATED GROUP OF ENGAGED RESIDENTS, THE NEIGHBORHOOD LEADERSHIP COUNCIL, WHO REPRESENT THE SOCIOECONOMICS AND CULTURAL DIVERSITY OF EACH COUNCIL DISTRICT IN ANAHEIM. THE ANAHEIM FIRST NEIGHBORHOOD LEADERSHIP COUNCIL CONNECTS WITH RESIDENTS IN ALL ASPECTS OF THE PROGRAM, INCLUDING DEVELOPMENT OF SIGNIFICANT NEW INFRASTRUCTURE, EXPANDED POLICE AND FIRE SERVICES, PROGRAMS TO MAINTAIN A STRONG LOCAL ECONOMY, AND CONTINUOUS REINVESTMENT TO BUILD AND MAINTAIN A STRONG LOCAL ECONOMY, AND CONTINUOUS REINVESTMENT TO BUILD AND MAINTAIN VIBRANT NEIGHBORHOODS CITYWIDE.

Program Service Accomplishments

Program 1

Expenses: $364

ANAHEIM FIRST, IN PARTNERSHIP WITH THE CITY OF ANAHEIM, LAUNCHED A NEW ANAHEIM COMMUNITY ASSESSMENT, WHICH IS A MULTIDISCIPLINARY REVIEW OF THE DISTRICTS AND NEIGHBORHOODS IN ANAHEIM, LEADING TO A...

ANAHEIM FIRST, IN PARTNERSHIP WITH THE CITY OF ANAHEIM, LAUNCHED A NEW ANAHEIM COMMUNITY ASSESSMENT, WHICH IS A MULTIDISCIPLINARY REVIEW OF THE DISTRICTS AND NEIGHBORHOODS IN ANAHEIM, LEADING TO A COMPREHENSIVE COMMUNITY NEEDS ASSESSMENT AND STRATEGIC PLAN OF IMPLEMENTATION TO IMPROVE THE VITALITY AND LIVABILITY OF THE ENTIRE ANAHEIM COMMUNITY.THE ASSESSMENT STARTED BY DEVELOPING A FOUNDATION OF SERVICE LEVELS AND WHAT DEFINES ADEQUATE SERVICE IN ALL ELEMENTS OF ANAHEIM LIFE. TOPICS INCLUDE: NEIGHBORHOOD LIVABILITY, HOUSING AVAILABILITY, PUBLIC SAFETY, ASSISTANCE FOR THOSE WHO ARE HOMELESS, QUALITY OF STREETS AND ROADS, PARKS, WILDLANDS AND OPEN SPACE, MOBILITY AND ACCESSIBILITY, COMMERCIAL VITALITY AND CONNECTIVITY, RECREATION AND LEISURE, PROGRAMS TO SUPPORT LOCAL HIRING AND JOB TRAINING, AND CONTINUOUS INVESTMENT AND REDEVELOPMENT TO BUILD AND MAINTAIN VIBRANT NEIGHBORHOODS CITYWIDE.A ROBUST PUBLIC OUTREACH PROCESS IS INCLUDED IN THE COMMUNITY ASSESSMENT TO ENGAGE RESIDENTS, COMMUNITY LEADERS, AND BUSINESS OWNERS TO PROVIDE REAL-TIME INPUT ON THE INITIAL GRADING OF CITY SERVICES, PROGRAMS AND RESOURCES, AND LAND USE WITHIN EACH DISTRICT; AND WILL INCLUDE A BROAD REPRESENTATION OF LOCAL ORGANIZATIONS.

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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 $2,596

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,596

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $364

Other Expenses $2,596

TOTAL EXPENSES $2,596

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,596	$6,138	-0.6%
Expenses	$2,596	$6,138	-0.6%
Net Income	$0	$0	N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA CUNNINGHAM	AGENT FOR SERVICE	1.00	Director	$0	$0	$0
AMELIA CASTRO	TREASURER	1.00	Officer Director	$0	$0	$0
AB ABDULRAHMAN	DIRECTOR	1.00	Director	$0	$0	$0
SERGIO GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
KAY CARPENTER	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY NOVELLO	DIRECTOR	1.00	Director	$0	$0	$0
MITCH LEE	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDIA PEREZ	DIRECTOR	1.00	Director	$0	$0	$0
ANH PHAM	DIRECTOR	1.00	Director	$0	$0	$0
JERRY JORDAN	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$2,596	$2,596	$6,382	No data
2022	$6,138	$6,138	$9,003	No data
2021	$5,045	$5,045	$15,116	No data
2020	$200,000	$300,192	$34,992	$-100,192