RIVER OAKS FOUNDATION (EIN 760623472) - 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

1999

Legal Domicile

Principal Officer

CHRIS O'SULLIVAN

Phone

7136220001

Tax Period

2024-01-01 to 2024-12-31

RIVER OAKS FOUNDATION, founded in 1999, is a small nonprofit in the Community Improvement sector that reported $456K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $329K, a strong 72% operating margin.

Mission

SEE STATEMENT ON SCHEDULE OBEAUTIFICATION AND MAINTENANCE OF THE COMMON AND PUBLIC ARES OF THE RIVER OAKS NEIGHBORHOOD.

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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 $434,896

Program Service Revenue $0

Investment Income $54,999

Other Revenue $-33,797

TOTAL REVENUE $456,098

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $109,752

Other Expenses $127,358

TOTAL EXPENSES $127,358

Year-over-Year Comparison

	2024	2023	Change
Revenue	$456,098	$343,101	+0.3%
Expenses	$127,358	$82,041	+0.6%
Net Income	$328,740	$261,060	+0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS O'SULLIVAN	PRESIDENT	3.00	Officer Director	$0	$0	$0
RISHER RANDALL	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
SCOTT DORFMAN	TREASURER	2.00	Officer Director	$0	$0	$0
CAROL COALE	SECETARY	1.00	Officer Director	$0	$0	$0
KATE GIBSON	DIRECTOR	1.00	Director	$0	$0	$0
MIKE WHEELER	DIRECTOR	1.00	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	$456,098	$127,358	$2,372,521	$328,740
2023	$343,101	$82,041	$1,644,031	$261,060
2022	$310,484	$129,302	$1,311,828	$181,182
2021	$586,308	$460,853	$1,077,805	$125,455
2020	$824,070	$412,882	$868,505	$411,188
2019	$324,033	$101,032	$457,318	$223,001

RIVER OAKS FOUNDATION