ROMANIAN-AMERICAN INVESTMENT FOUNDATION (EIN 521889172) - 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

1994

Legal Domicile

Principal Officer

PHILIP HENDERSON

Phone

2128124362

Tax Period

2017-10-01 to 2018-09-30

ROMANIAN-AMERICAN INVESTMENT FOUNDATION, founded in 1994, is a micro nonprofit that reported $68K in total revenue in fiscal year 2017. Revenue surged 773% from the prior year, signaling strong growth momentum. Expenses of $1.3M exceeded revenue, resulting in a 1810% operating deficit.

Mission

TO ENCOURAGE THE CREATION AND EXPANSION OF SMALL AND MEDIUM SIZED (CONTINUED ON SCHEDULE O) ENTERPRISES IN ROMANIA THROUGH LOANS AND INVESTMENTS. THE ORGANIZATION HAD AN OFFICE IN BUCHAREST AND HAD NEGOTIATED LOANS AND INVESTMENTS IN EXCESS OF $350 MILLION SINCE INCEPTION.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $67,911

Investment Income $0

Other Revenue $0

TOTAL REVENUE $67,911

Expense Breakdown

Grants Paid $1,207,655

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,227,792

Other Expenses $89,638

TOTAL EXPENSES $1,297,293

Year-over-Year Comparison

	2017	2016	Change
Revenue	$67,911	$7,781	+7.7%
Expenses	$1,297,293	$48,829	+25.6%
Net Income	$-1,229,382	$-41,048	+28.9%

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

N/A

Independent Members

N/A

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

$60,206

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP HENDERSON	CHAIRMAN - PRESIDENT	2.00	Officer Director	$0	$0	$0
MIHAI TUDOR	VICE CHAIR	0.50	Officer Director	$0	$0	$0
MIKE GEIGER	TRUSTEE	1.00	Director	$0	$0	$0
T MILLS KELLY	TRUSTEE	0.50	Director	$0	$0	$0
ADRIAN IONESCU	TRUSTEE	0.50	Director	$0	$0	$0
CARMEN RETEGAN	TRUSTEE	0.50	Director	$0	$0	$0
IDA FS SCHMERTZ	TRUSTEE	0.50	Director	$0	$0	$0
IONUT SIMION	TRUSTEE	0.50	Director	$0	$0	$0
HILDY SIMMONS	TRUSTEE	0.50	Director	$0	$0	$0
BOGDAN GIURGINCA	TREASURER	10.00	Officer	$0	$0	$60,206
ARTHUR HICKOK	CORPORATE SECRETARY	2.00	Officer	$0	$0	$0
EMILY GRAND	ASST. CORPORATE SECRETARY	2.00	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
2018	$67,911	$1,297,293	No data	$-1,229,382

ROMANIAN-AMERICAN INVESTMENT FOUNDATION