Murrieta Partnership Inc

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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

2015

Legal Domicile

Principal Officer

Patrick Ellis

Phone

9516777916

Tax Period

2023-01-01 to 2023-12-31

Murrieta Partnership Inc, founded in 2015, is a micro nonprofit in the Human Services sector that reported $96K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $148K exceeded revenue, resulting in a 54% operating deficit.

Mission

Impact SWRC focuses on education, economic development, innovation, community and veteran & military affairs, and aims to make a difference by collaboration and bringing resources, programs and education to our region.

Program Service Accomplishments

Program 1

Expenses: $55,658

General economic development of the local community through education and awarenness of businesses.

Program 2

Expenses: $29,491 Revenue: $975

Coordinated innovation month program, including the Evening of Innovation conference, to provide a platform to showcase and educate the public on the newest technologies in the community.

Program 3

Expenses: $14,081

The Organization attended the International Council of Shopping Centers (ICSC) in Las Vegas, which is an annual event that brings together industry experts and dealmakers to drive innovation and...

The Organization attended the International Council of Shopping Centers (ICSC) in Las Vegas, which is an annual event that brings together industry experts and dealmakers to drive innovation and evolution in the marketplaces industry. The goal of ICSC events is to provide a welcoming atmosphere for professionals to: Connect with peersConduct businessContribute to Community Economic Development

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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 (2023)

Revenue Breakdown

Contributions & Grants $93,455

Program Service Revenue $975

Investment Income $1

Other Revenue $1,610

TOTAL REVENUE $96,041

Expense Breakdown

Grants Paid $20,500

Salaries & Benefits $0

Fundraising Expenses $4,946

Program Expenses $111,682

Other Expenses $127,472

TOTAL EXPENSES $147,972

Year-over-Year Comparison

	2023	2022	Change
Revenue	$96,041	$78,703	+0.2%
Expenses	$147,972	$65,717	+1.3%
Net Income	$-51,931	$12,986	-5.0%

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

$220,846

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patrick Ellis	CEO	5.00	Officer	$0	$29,467	$220,846
Daneen Ashworth	Chair	1.00	Officer Director	$0	$0	$0
Michael Klein	Treasurer	1.00	Officer Director	$0	$0	$0
Derric Gonzalez	Director	1.00	Director	$0	$0	$0
Sandy Word	Secretary	1.00	Officer Director	$0	$0	$0
Jay Diallo	Chairman	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	No data	No data	No data	No data
2023	$96,041	$147,972	$1,597,987	$-51,931