ANAHEIMORANGE COUNTY VISITOR & CONVENTION BUREAU (EIN 952143156) - 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

1961

Legal Domicile

Phone

7147652800

Tax Period

2023-01-01 to 2023-12-31

ANAHEIMORANGE COUNTY VISITOR & CONVENTION BUREAU, founded in 1961, is a mid-sized nonprofit that reported $25.6M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $6.9M, a strong 27% operating margin.

Mission

TO POSITION ANAHEIM AND ORANGE COUNTY AS A PREMIER VISITOR AND CONVENTION DESTINATION.

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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 $24,032,797

Program Service Revenue $205,833

Investment Income $765,927

Other Revenue $584,947

TOTAL REVENUE $25,589,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,412,472

Fundraising Expenses $0

Other Expenses $11,296,020

TOTAL EXPENSES $18,708,492

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,589,504	$22,615,576	+0.1%
Expenses	$18,708,492	$14,123,144	+0.3%
Net Income	$6,881,012	$8,492,432	-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

Employees

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
JAY BURRESS	FORMER PRESIDENT AND CEO	40.00		$519,368	$22,875	$542,243
CHRISTINA DAWSON	SENIOR VICE PRESIDENT - OPERATIONS	40.00		$247,140	$18,536	$265,676
LORA CHLEBOUN-STANLEY	CONVENTION SENIOR SALES DIRECTOR	40.00		$225,915	$17,244	$243,159
RONALD COLLINS	SENIOR VP - SALES AND SERVICES	40.00		$213,093	$6,393	$219,486
JOSE AVILA	VP TOURISM & PARTNERSHIP	40.00		$169,482	$12,711	$182,193
MARILES KROK	VP MEETING & PARTNERSHIP	40.00		$173,341	$7,800	$181,141
KIMBERLY MLADENIK	SALES DIRECTOR	40.00		$167,732	$12,580	$180,312
TUSIALOFA TUAVAA	FORMER CSO	40.00		$161,731	$5,602	$167,333
DEBBIE TAYLOR	VP TALENT/CULTURE	40.00		$153,808	$11,535	$165,343
SUSAN O'SHEA	SENIOR DIRECTOR	40.00		$151,724	$11,380	$163,104
JULIANNE KISPAL-RICE	DIRECTOR SALES	40.00		$141,074	$10,580	$151,654
SERGIO BOCCI	Director	1.00	Director	$0	$0	$0
FRED BROWN	Chairman	1.00	Officer Director	$0	$0	$0
JUSTIN HART	Director	1.00	Director	$0	$0	$0
URSULA LUNA-REYNOSA	Director	1.00	Director	$0	$0	$0
JORDAN AUSTIN-HARRIS	Director	1.00	Director	$0	$0	$0
AJESH PATEL	Director	1.00	Director	$0	$0	$0
KIMBERLY PAINTER	Director	1.00	Director	$0	$0	$0
JOHN KALINSKI	Director	1.00	Director	$0	$0	$0
JIM VANDERPOOL	Director	1.00	Director	$0	$0	$0
LYNN CLARK	Past Chairman	1.00	Officer Director	$0	$0	$0
WILLIAM O'CONNELL	Director	1.00	Director	$0	$0	$0
BHARAT PATEL	Treasurer	1.00	Director	$0	$0	$0
CLARK JONES	Director	1.00	Director	$0	$0	$0
BRANDON GARR	Director	1.00	Director	$0	$0	$0
TOM MORTON	Director	1.00	Director	$0	$0	$0
PAUL SANFORD	Past-Chair	1.00	Officer Director	$0	$0	$0
YVONNE LIU	Director	1.00	Director	$0	$0	$0
NICHOLAS PRICE	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	$25,589,504	$18,708,492	$34,271,647	$6,881,012
2022	$22,615,576	$14,123,144	$26,908,022	$8,492,432
2022	$22,488,746	$13,789,519	$23,206,823	$8,699,227
2021	$12,147,236	$9,806,281	$14,446,478	$2,340,955
2021	$12,147,236	$10,025,868	$14,446,478	$2,121,368
2020	$13,492,767	$11,227,339	$13,123,737	$2,265,428
2020	$13,492,767	$10,902,105	$13,123,737	$2,590,662
2019	$19,256,262	$19,673,638	$11,763,957	$-417,376
2018	$18,731,656	$18,362,845	$11,274,157	$368,811

ANAHEIMORANGE COUNTY VISITOR & CONVENTION BUREAU