ANAHEIM FIRST (EIN 834394225) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

ANAHEIM FIRST