REGIONAL OPPORTUNITY INITIATIVES I… - 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

2015

Legal Domicile

Principal Officer

TINA PETERSON

Phone

8122878116

Tax Period

2024-07-01 to 2025-06-30

REGIONAL OPPORTUNITY INITIATIVES INC, founded in 2015, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $14.6M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $2.9M, a strong 20% operating margin.

Mission

THE MISSION OF THE ORGANIZATION IS TO SUPPORT REGIONAL DEVELOPMENT OPPORTUNITIES IN THE 11 COUNTIES OF SOUTHWEST CENTRAL INDIANA.

Program Service Accomplishments

Program 1

Expenses: $10,982,964 Revenue: $50,000

THROUGH AN INITIAL GRANT THROUGH LILLY ENDOWMENT INC., THE ORGANIZATION IS IMPLEMENTING AN EDUCATION AND WORKFORCE PLAN AND REGIONAL OPPORTUNITY FUND FOR QUALITY-OF-PLACE INVESTMENTS. THEY ARE...

THROUGH AN INITIAL GRANT THROUGH LILLY ENDOWMENT INC., THE ORGANIZATION IS IMPLEMENTING AN EDUCATION AND WORKFORCE PLAN AND REGIONAL OPPORTUNITY FUND FOR QUALITY-OF-PLACE INVESTMENTS. THEY ARE DEPLOYING A PLAN FOCUSED ON CONNECTING EDUCATION TO INDUSTRY AND CREATING A LOCAL WORKFORCE THAT IS PREPARED FOR THE DEMANDS OF EMPLOYERS. AS PART OF THIS EFFORT, ROI IS CONDUCTING A COMPREHENSIVE AND ONGOING OCCUPATIONAL NEEDS ASSESSMENT WITHIN THE REGION, INITIALLY FOCUSED ON LIFE SCIENCES, ADVANCED MANUFACTURING AND NATIONAL SECURITY AND DEFENSE SECTORS. THE RESULTS OF THE OCCUPATIONAL NEEDS ASSESSMENT HELPS INFORM A WIDE RANGE OF INITIATIVES AND STRATEGIES THAT ARE DEPLOYED ACROSS THE 11 COUNTY REGION.

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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 $14,332,521

Program Service Revenue $50,000

Investment Income $181,373

Other Revenue $0

TOTAL REVENUE $14,563,894

Expense Breakdown

Grants Paid $68,156

Salaries & Benefits $1,628,691

Fundraising Expenses $88,859

Program Expenses $10,982,964

Other Expenses $9,994,260

TOTAL EXPENSES $11,691,107

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,563,894	$16,225,577	-0.1%
Expenses	$11,691,107	$14,490,931	-0.2%
Net Income	$2,872,787	$1,734,646	+0.7%

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

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

$191,469

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL KAISER JR	DIRECTOR	2.00	Director	$0	$0	$0
BRENDA REETZ	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN TRETTER	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
DAN PETERSON	DIRECTOR	2.00	Director	$0	$0	$0
DAVID JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
ELISHA HUDDLESTON	DIRECTOR	2.00	Director	$0	$0	$0
ERIC COYNE	DIRECTOR	2.00	Director	$0	$0	$0
JEFF QUYLE	DIRECTOR	2.00	Director	$0	$0	$0
JIM ALLEN	DIRECTOR	2.00	Director	$0	$0	$0
JULIA BUCKLEY	DIRECTOR	2.00	Director	$0	$0	$0
MARK MURPHY	DIRECTOR	2.00	Director	$0	$0	$0
MATT WEINZAPFEL	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL HUBER	DIRECTOR	2.00	Director	$0	$0	$0
MORIAH SOWDERS	DIRECTOR	2.00	Director	$0	$0	$0
PAM LOUGHMILLER	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK ADAMS	DIRECTOR	2.00	Director	$0	$0	$0
DOUG KELLAMS	CHAIR & TREASURER	2.00	Officer Director	$0	$0	$0
TINA PETERSON	DIRECTOR	20.00	Officer	$88,850	$6,827	$191,469

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	$14,563,894	$11,691,107	$9,489,930	$2,872,787
2024	$16,225,577	$14,490,931	$4,149,676	$1,734,646
2023	$1,135,730	$8,027,902	$7,266,785	$-6,892,172
2022	$224,895	$3,062,089	$9,246,846	$-2,837,194
2021	$86,408	$3,679,607	$12,123,850	$-3,593,199
2020	$387,638	$3,190,367	$15,717,233	$-2,802,729
2019	$328,325	$3,019,741	$18,577,325	$-2,691,416
2018	$266,150	$2,326,329	$21,001,506	$-2,060,179

REGIONAL OPPORTUNITY INITIATIVES INC