POWELL ECONOMIC PARTNERSHIP INC (EIN 453122296) - 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

2011

Legal Domicile

Principal Officer

MICHELA MORRISSEY

Phone

3072727899

Tax Period

2025-01-01 to 2025-12-31

POWELL ECONOMIC PARTNERSHIP INC, founded in 2011, is a small nonprofit in the Community Improvement sector that reported $234K in total revenue in fiscal year 2025. Revenue decreased 9% compared to the prior year. Expenses of $267K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO UNITE THE BUSINESS COMMUNITY AND GOVERNMENT TO CREATE WEALTH, JOBS, AND IMPROVE THE QUALITY OF LIFE CONSISTENT WITH THE CULTURE AND ENVIRONMENT OF THE POWELL VALLEY FOR THE BENEFIT OF ALL CITIZENS.

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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 $209,656

Program Service Revenue $19,196

Investment Income $1,621

Other Revenue $3,116

TOTAL REVENUE $233,589

Expense Breakdown

Grants Paid $0

Salaries & Benefits $163,969

Fundraising Expenses $0

Program Expenses $197,613

Other Expenses $102,612

TOTAL EXPENSES $266,581

Year-over-Year Comparison

	2025	2024	Change
Revenue	$233,589	$255,336	-0.1%
Expenses	$266,581	$281,627	-0.1%
Net Income	$-32,992	$-26,291	+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

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
CHRIS COX	PAST CHAIR	N/A	Director	$0	$0	$0
JAY CURTIS	BOARD MEMBER	N/A	Director	$0	$0	$0
ALEX FEW	VICE CHAIR	N/A	Director	$0	$0	$0
RJ KOST	SECRETARY	N/A	Director	$0	$0	$0
ZANE LOGAN	BOARD MEMBER	N/A	Director	$0	$0	$0
MOLLY LYNN	BOARD MEMBER	N/A	Director	$0	$0	$0
MICHELA MORRISSEY	EXEC DIRECTO	N/A	Director	$0	$0	$0
BRUCE MORSE	TREASURER	N/A	Director	$0	$0	$0
DAVID NORTHRUP	BOARD MEMBER	N/A	Director	$0	$0	$0
DOSSIE OVERFIELD	BOARD MEMBER	N/A	Director	$0	$0	$0
APRIL RODRIGUEZ	CHAIR	N/A	Director	$0	$0	$0
LISA WATSON	BOARD MEMBER	N/A	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	$233,589	$266,581	$115,276	$-32,992
2024	No data	No data	No data	No data
2023	$276,093	$270,049	$176,018	$6,044
2022	$269,486	$283,356	$177,130	$-13,870
2021	$282,117	$265,491	$186,473	$16,626
2020	$248,017	$253,762	$169,733	$-5,745

POWELL ECONOMIC PARTNERSHIP INC