RIO VERDE COMMUNITY FOUNDATION INC (EIN 823791959) - 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

2018

Legal Domicile

Principal Officer

David Ness

Phone

6128603256

Tax Period

2023-01-01 to 2023-12-31

RIO VERDE COMMUNITY FOUNDATION INC, founded in 2018, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 491% from the prior year, signaling strong growth momentum.

Mission

To raise funds for charitable projects and scholarships that provides benefits and opportunities for the area surrounding the Rio Verde Community.

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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 $1,385,953

Program Service Revenue $0

Investment Income $941

Other Revenue $0

TOTAL REVENUE $1,386,894

Expense Breakdown

Grants Paid $1,364,530

Salaries & Benefits $0

Fundraising Expenses $32

Program Expenses $1,364,530

Other Expenses $5,755

TOTAL EXPENSES $1,370,285

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,386,894	$234,589	+4.9%
Expenses	$1,370,285	$182,500	+6.5%
Net Income	$16,609	$52,089	-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

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
David Ness	President	2	Officer Director	$0	$0	$0
Barbara Pritchard	Vice President	2	Officer Director	$0	$0	$0
Tricia Wolber	Secretary	2	Officer Director	$0	$0	$0
Margaret Zarlengo	Treasurer	2	Officer Director	$0	$0	$0
Terry Cummings	Director	2	Director	$0	$0	$0
Scott Mosby	Director	2	Director	$0	$0	$0
Janet McCone	Director	2	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	No data	No data	No data	No data
2023	$1,386,894	$1,370,285	$118,489	$16,609
2022	$234,589	$182,500	$101,880	$52,089

RIO VERDE COMMUNITY FOUNDATION INC