Stockdale Annex Mutual Water Co

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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

1948

Legal Domicile

Phone

6613274496

Tax Period

2024-01-01 to 2024-12-31

Stockdale Annex Mutual Water Co, founded in 1948, is a small nonprofit that reported $270K in total revenue in fiscal year 2024. Revenue fell 81% from the prior year — a significant decline worth monitoring. Expenses of $239K left a modest 11% surplus.

Mission

TO PROVIDE WATER SERVICE TO MEMBERS OF STOCKDALE ANNEX MUTUAL WATER COMPANY IN BAKERSFIELD CA

Program Service Accomplishments

Program 1

Expenses: $238,905 Revenue: $255,834

PROVIDE WATER SERVICE TO MEMBERS IN THE SERVICE AREA OF THE STOCKDALE ANNEX MUTUAL WATER COMPANY IN BAKERSFIELD CA

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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 $251,967

Investment Income $13,986

Other Revenue $3,866

TOTAL REVENUE $269,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $238,905

Other Expenses $238,905

TOTAL EXPENSES $238,905

Year-over-Year Comparison

	2024	2023	Change
Revenue	$269,819	$1,458,158	-0.8%
Expenses	$238,905	$193,687	+0.2%
Net Income	$30,914	$1,264,471	-1.0%

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
Scott Spitzer	Director	1.00	Director	$0	$0	$0
Chad Brock	Director	1.00	Director	$0	$0	$0
Christopher D Jacobs	PresidentCEO	1.00	Officer Director	$0	$0	$0
Michael Ming	Vice President	1.00	Officer Director	$0	$0	$0
Brian Grant	SecretaryCFO	1.00	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
2024	$269,819	$238,905	$2,219,500	$30,914
2023	$1,458,158	$193,687	$2,190,801	$1,264,471
2022	$253,840	$147,019	$930,149	$106,821
2021	$226,637	$155,974	$806,217	$70,663
2020	$144,481	$132,991	$731,640	$11,490
2019	$131,617	$138,557	$633,179	$-6,940
2018	$127,141	$108,215	$552,321	$18,926