RIA CHARITABLE INVESTMENTS INC (EIN 352466064) - 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

2012

Legal Domicile

Principal Officer

Don Buhler

Phone

9727087412

Tax Period

2022-10-01 to 2023-09-30

RIA CHARITABLE INVESTMENTS INC, founded in 2012, is a community nonprofit in the Religion sector that reported $1.5M in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year. Expenses of $2.3M exceeded revenue, resulting in a 50% operating deficit.

Mission

Operate an investment pool for supported 501(c(3)) organizations.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,500,338

Other Revenue $0

TOTAL REVENUE $1,500,338

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,238,232

Other Expenses $2,251,387

TOTAL EXPENSES $2,251,387

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,500,338	$1,614,739	-0.1%
Expenses	$2,251,387	$1,365,695	+0.6%
Net Income	$-751,049	$249,044	-4.0%

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

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

$396,608

Total Directors

$468,237

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Krehely	President - Outgoing	0.5	Officer Director	$0	$52,612	$216,527
Curt Henderson	President - Incoming	0.50	Officer Director	$0	$41,384	$143,160
Dan Butler	Director - Outgoing	0.25	Director	$0	$17,092	$71,629
Donald Buhler	Board Secretary/Treasurer	0.5	Officer Director	$0	$0	$36,921
Shane Underwood	Board Chair - Incoming	0.25	Officer Director	$0	$0	$0
David MacLeod	Director	0.25	Director	$0	$0	$0
Jim Owens	Director	0.25	Director	$0	$0	$0
Alan Wells	Director - Incoming	0.25	Director	$0	$0	$0
Richard Jackson	Director	0.25	Director	$0	$0	$0
Jonathan Godbey	Board Chair - Outgoing	0.25	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
2023	$1,500,338	$2,251,387	$87,920,939	$-751,049
2022	$1,614,739	$1,365,695	$87,787,681	$249,044
2021	$1,430,412	$1,291,948	$97,177,786	$138,464
2020	$1,771,632	$1,394,217	$87,918,246	$377,415
2019	$1,882,563	$1,483,538	$95,763,467	$399,025
2018	$1,696,414	$1,455,577	$95,592,040	$240,837

RIA CHARITABLE INVESTMENTS INC