ANAHEIM HILLS PLANNED COMM ASSOC (EIN 953124878) - 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

1977

Legal Domicile

Principal Officer

DAVID WAIN

Phone

9497163998

Tax Period

2024-01-01 to 2024-12-31

ANAHEIM HILLS PLANNED COMM ASSOC, founded in 1977, is a community nonprofit in the Community Improvement sector that reported $1.8M in total revenue in fiscal year 2024. Expenses of $1.7M left a modest 5% surplus.

Mission

TO PROVIDE THE OPERATION AND MAINTENANCE OF THE ASSOCIATION PROPERTY WITHIN THE DEVELOPMENT, WHICH INCLUDES 2,289 HOMES IN 39 SUB-ASSOCIATIONS. ASSOCIATION PROPERTY IS DEFINTED AS ALL REAL AND PERSONAL PROPERTY OWNED BY THE ASSOCIATION AND ALL PROPERTY OVER WHICH THE ASSOCIATION HAS A MAINTENANCE EASEMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,695,557

Investment Income $83,924

Other Revenue $42,654

TOTAL REVENUE $1,822,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,436,355

Other Expenses $1,724,546

TOTAL EXPENSES $1,724,546

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,822,135	$1,862,510	0.0%
Expenses	$1,724,546	$1,684,649	+0.0%
Net Income	$97,589	$177,861	-0.5%

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

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
ROBERT HENNINGER	DIRECTOR	3.00	Director	$0	$0	$0
VALERIE TEETER	DIRECTOR	3.00	Director	$0	$0	$0
DAVID WAIN	TREASURER	3.00	Director	$0	$0	$0
ROARKE ANDREWS	SECRETARY	3.00	Officer	$0	$0	$0
AMI SAM CHANIN	PRESIDENT	3.00	Officer	$0	$0	$0
WALT JESTER	TREASURER	3.00	Officer	$0	$0	$0
TOM OBLONSKY	VICE PRESIDE	3.00	Officer	$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	$1,822,135	$1,724,546	$3,038,609	$97,589
2023	$1,862,510	$1,684,649	$2,900,332	$177,861
2022	$1,760,007	$1,764,898	$2,575,460	$-4,891
2021	$1,524,219	$1,628,331	$2,446,832	$-104,112
2020	$1,545,013	$1,626,593	$2,431,142	$-81,580

ANAHEIM HILLS PLANNED COMM ASSOC