Murrieta School District Education… - Form 990 Financial Data

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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

1988

Legal Domicile

Principal Officer

James L Whittington

Phone

9516961600

Tax Period

2024-07-01 to 2025-06-30

Murrieta School District Educational Facilities Corporation, founded in 1988, is a small nonprofit in the Education sector that reported $778K in total revenue in fiscal year 2024.

Mission

PROVIDE FINANCIAL ASSISTANCE TO THE MURRIETA VALLEY USD, IN THE CONSTRUCTION AND ACQUISTION OF EDUCATIONAL FACILITIES.

Program Service Accomplishments

Program 1

Expenses: $765,063

TO PROVIDE FINANCIAL ASSISTANCE TO THE MURRIETA VALLEY USD, FOR THE CONSTRUCTION AND ACQUISTION OF EDUCATIONAL FACILITIES.

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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 $777,995

Investment Income $0

Other Revenue $0

TOTAL REVENUE $777,995

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $765,063

Other Expenses $765,063

TOTAL EXPENSES $765,063

Year-over-Year Comparison

	2024	2023	Change
Revenue	$777,995	$809,743	0.0%
Expenses	$765,063	$795,263	0.0%
Net Income	$12,932	$14,480	-0.1%

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

$16,844

Total Directors

$48,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nicholas Pardue	Clerk	1.00	Officer Director	$0	$1,191	$8,984
Nancy Young	Member	1.00	Director	$0	$1,191	$8,984
Paul Diffley	President	1.00	Officer Director	$0	$4,583	$7,860
Yvonne Munoz	Member	1.00	Director	$0	$813	$5,329
Eleanor Briggs	Member	1.00	Director	$0	$677	$5,194
Christine Schmidt	Member	1.00	Director	$0	$677	$5,193
Julie Vandegrift	Member	1.00	Director	$0	$0	$3,277
Linda Lunn	Member	1.00	Director	$0	$542	$3,179

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	$777,995	$765,063	$41,477	$12,932
2024	No data	No data	No data	No data
2023	$785,075	$774,463	$14,065	$10,612
2022	$773,514	$1,070,994	$3,453	$-297,480
2021	$785,721	$788,501	$300,933	$-2,780
2020	$789,119	$782,763	$303,713	$6,356
2019	$775,347	$3,383,415	$297,357	$-2,608,068
2018	$1,193,882	$1,694,728	$2,905,425	$-500,846

Murrieta School District Educational Facilities Corporation