SANTA YNEZ VALLEY FOUNDATION

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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

1991

Legal Domicile

Phone

8056882991

Tax Period

2024-07-01 to 2025-06-30

SANTA YNEZ VALLEY FOUNDATION, founded in 1991, is a small nonprofit in the Unknown sector that reported $376K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $549K exceeded revenue, resulting in a 46% operating deficit.

Mission

THE SANTA YNEZ VALLEY FOUNDATION PARTNERS WITH THE COMMUNITY TO ENHANCE THE QUALITY OF LIFE IN THE SANTA YNEZ VALLEY AND LOS ALAMOS.

Program Service Accomplishments

Program 1

Expenses: $386,600

DURING THE YEAR ENDING JUNE 30, 2025 GRANTS WERE MADE TO VARIOUS NONPROFIT ORGANIZATIONS TO BE USED IN THE SANTA YNEZ VALLEY AND LOS ALAMOS VALLEY OF SANTA BARBARA COUNTY, CALIFORNIA. IN ADDITION 36 STUDENTS OF THE SAME COMMUNITIES WERE AWARDED SCHOLARSHIPS.EACH YEAR THE FOUNDATION BOARD OF DIRECTORS APPROVES A BUDGET BASED ON 5% OF THE NET ASSET BALANCE AT THE END OF THE PREVIOUS YEAR.THE FOUNDATION SEEKS ADDITIONAL ENDOWMENT FUNDS FROM THE LOCAL PUBLIC AS THE COMMUNITY NEED GROWS SO THAT IT CAN FULFILL THE MISSION. THE MISSION OF THE SANTA YNEZ VALLEY FOUNDATION IS:THE SANTA YNEZ VALLEY FOUNDATION PARTNERS WITH THE COMMUNITY TO ENHANCE THE QUALITY OF LIFE IN THE SANTA YNEZ VALLEY AND LOS ALAMOS.

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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 $149,471

Program Service Revenue $0

Investment Income $197,338

Other Revenue $29,321

TOTAL REVENUE $376,130

Expense Breakdown

Grants Paid $386,600

Salaries & Benefits $78,009

Fundraising Expenses $1,340

Program Expenses $386,600

Other Expenses $83,899

TOTAL EXPENSES $548,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$376,130	$300,564	+0.3%
Expenses	$548,508	$531,142	+0.0%
Net Income	$-172,378	$-230,578	-0.3%

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

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	Role	Reportable Comp	Other Comp	Total
VERVA ENOCH	Treasurer	Officer Director	$0	$0	$0
BARBARA ANDERSON	Director	Director	$0	$0	$0
MICHAEL NICOLA	Director	Director	$0	$0	$0
MICHAEL GRENIER	Director	Director	$0	$0	$0
SPENCER K TURNBULL	Director	Director	$0	$0	$0
CHRIS URQUIDEZ	President	Officer Director	$0	$0	$0
JON HOOTEN	Vice President	Officer Director	$0	$0	$0
DEBBIE JONES	Secretary	Officer 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
2025	$376,130	$548,508	$4,868,219	$-172,378
2024	$300,564	$531,142	$5,041,627	$-230,578
2023	$771,088	$413,022	$5,271,554	$358,066
2022	$1,401,095	$498,153	$4,914,747	$902,942
2021	$544,949	$500,351	$4,010,968	$44,598
2019	$510,746	$403,027	$3,910,176	$107,719
2018	$283,650	$405,027	$3,802,543	$-121,377