ROI FUND INC (EIN 475538183) - 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

2015

Legal Domicile

Principal Officer

ALEX HERTZ

Phone

6788921200

Tax Period

2023-01-01 to 2023-12-31

Mission

ROI FUND IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION OF GREATER ATLANTA, ONE OF THE LARGEST COMMUNITY FOUNDATIONS IN THE US. ROI FUND WILL CARRY OUT ITS EXEMPT CHARITABLE PURPOSES AND FUNCTIONS BY MAKING GRANTS TO PUBLIC CHARITIES SUPPORTED BY THE COMMUNITY FOUNDATION FOR GREATER ATLANTA.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $15,889,739

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,889,739

Other Expenses $0

TOTAL EXPENSES $15,889,739

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$209,578	-1.0%
Expenses	$15,889,739	$902,265	+16.6%
Net Income	N/A	$-692,687	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SIDNEY WISE	DIRECTOR	1.00	Director	$0	$0	$0
MILLARD CHOATE	PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN CHOATE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
ALEX HERTZ	TREASURER	0.00	Officer	$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	No data	$15,889,739	No data	No data
2022	$209,578	$902,265	$16,089,739	$-692,687
2021	$353,334	$620,692	$18,425,847	$-267,358
2020	$264,337	$1,173,792	$17,699,380	$-909,455
2019	$300,333	$854,818	$17,993,782	$-554,485
2018	$-684,407	$1,545,728	$17,163,949	$-2,230,135

ROI FUND INC