SANTA YNEZ RANCHO ESTATES MWC

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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

1980

Legal Domicile

Principal Officer

KIM SWITZER

Phone

8056884415

Tax Period

2025-01-01 to 2025-12-31

SANTA YNEZ RANCHO ESTATES MWC, founded in 1980, is a small nonprofit that reported $547K in total revenue in fiscal year 2025. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $201K, a strong 37% operating margin.

Mission

MUTUAL WATER COMPANY

Program Service Accomplishments

Program 1

Expenses: $342,798

THE ORGANIZATION PROVIDES WATER SERVICE TO RESIDENTIAL CUSTOMERS AND PROVIDES FOR THE OPERATION AND MAINTENANCE OF THE WATER SYSTEM AND EQUIPMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $540,118

Investment Income $6,585

Other Revenue $0

TOTAL REVENUE $546,703

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $342,798

Other Expenses $345,598

TOTAL EXPENSES $345,598

Year-over-Year Comparison

	2025	2024	Change
Revenue	$546,703	$413,938	+0.3%
Expenses	$345,598	$277,639	+0.2%
Net Income	$201,105	$136,299	+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
KIM SWITZER	PRESIDENT	5.00	Officer	$0	$0	$0
DAVE CHACKEL	VICE PRESIDENT-OPERATIONS	5.00	Officer	$0	$0	$0
CRAIG JURATSCH	VICE PRESIDENT-REGULATORY	5.00	Officer	$0	$0	$0
BRIAN CULACIATI	SECRETARY	5.00	Officer	$0	$0	$0
HOWARD ERENBERG	TREASURER	5.00	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
2025	$546,703	$345,598	$859,864	$201,105
2024	$413,938	$277,639	$658,759	$136,299
2023	$248,919	$244,236	$522,460	$4,683
2022	$213,691	$272,676	$517,777	$-58,985
2021	$248,246	$224,644	$579,212	$23,602
2020	$218,111	$207,980	$555,310	$10,131
2019	$192,655	$196,533	$544,579	$-3,878