ROI FOUNDATION INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

COLBY BRAUN

Phone

4064883341

Tax Period

2024-07-01 to 2025-06-30

ROI FOUNDATION INC, founded in 1993, is a micro nonprofit in the Unknown sector that reported $97K in total revenue in fiscal year 2024. The organization ran a surplus of $18K, a strong 19% operating margin.

Mission

FUNDING FOR RICHLAND OPPORTUNITIES INC

Program Service Accomplishments

Program 1

Expenses: $79,238

PURPOSE OF THE ORGANIZATION IS TO PROVIDE FUNDING FOR RICHLAND OPPORTUNITIES INC WHICH IS EXEMPT UNDER SECTION 501(C)3 AND SUPPORTS DEVELOPMENTALLY DISABLED PERSONS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $26,978

Program Service Revenue $0

Investment Income $70,303

Other Revenue $0

TOTAL REVENUE $97,281

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,238

Other Expenses $79,238

TOTAL EXPENSES $79,238

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,281	$93,450	+0.0%
Expenses	$79,238	$29,697	+1.7%
Net Income	$18,043	$63,753	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
COLBY BRAUN	PRESIDENT	N/A	Director	$0	$0	$0
TRAVIS GERTEN	TREASURER	N/A	Director	$0	$0	$0
CHIP GIFFORD	DIRECTOR	N/A	Director	$0	$0	$0
BRADY JOHNSON	DIRECTOR	N/A	Director	$0	$0	$0
KRISTIN KENNEDY	DIRECTOR	N/A	Director	$0	$0	$0
JACKIE LAQUA	VICE PRESIDE	N/A	Director	$0	$0	$0
AMANDA SEIGFRIED	DIRECTOR	N/A	Director	$0	$0	$0
GORDE TORGERSON	DIRECTOR	N/A	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
2025	$97,281	$79,238	$1,022,016	$18,043
2024	$93,450	$29,697	$969,036	$63,753
2023	$57,952	$13,107	$877,191	$44,845
2022	$75,933	$65,120	$795,096	$10,813
2021	$81,226	$13,054	$931,774	$68,172
2020	$70,258	$58,831	$722,339	$11,427
2019	$82,089	$79,018	$756,983	$3,071