Civic Intelligence

Roi Fund Inc

990 • Fiscal year 2016 • EIN 47-5538183

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 23, 2018

Organization ProfileN/A
5755 North Point Parkway No 22Alpharetta, GA 30022

(770) 559-0917

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$161,678

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$22,175,190

Up $22,175,190 from 2015

Net Assets

Up

$22,160,190

Up $22,160,190 from 2015

Liabilities

Up

$15,000

Up $15,000 from 2015

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin99th percentile

Revenue

Up

$22,300,456

Up $22,300,456 from 2015

Expenses

Up

$239,709

Up $239,709 from 2015

Net Income

Up

$22,060,747

Up $22,060,747 from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $22,175,190Liabilities 2016: $15,000Net Assets 2016: $22,160,1902016Assets 2017: $20,078,743Liabilities 2017: $0Net Assets 2017: $20,078,7432017Assets 2018: $17,163,949Liabilities 2018: $50,000Net Assets 2018: $17,113,9492018Assets 2019: $17,993,782Liabilities 2019: $50,000Net Assets 2019: $17,943,7822019Assets 2020: $17,699,380Liabilities 2020: $25,301Net Assets 2020: $17,674,0792020Assets 2021: $18,425,847Liabilities 2021: $0Net Assets 2021: $18,425,8472021Assets 2022: $16,089,739Liabilities 2022: $200,000Net Assets 2022: $15,889,7392022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$22,175,190
Liabilities$15,000
Net Assets$22,160,190
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10M-$20MRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $22,300,456Expenses 2016: $239,709Net Income 2016: $22,060,7472016Revenue 2017: $304,310Expenses 2017: $921,146Net Income 2017: -$616,8362017Revenue 2018: -$684,407Expenses 2018: $1,545,728Net Income 2018: -$2,230,1352018Revenue 2019: $300,333Expenses 2019: $854,818Net Income 2019: -$554,4852019Revenue 2020: $264,337Expenses 2020: $1,173,792Net Income 2020: -$909,4552020Revenue 2021: $353,334Expenses 2021: $620,692Net Income 2021: -$267,3582021Revenue 2022: $209,578Expenses 2022: $902,265Net Income 2022: -$692,6872022Revenue 2023: $0Expenses 2023: $15,889,739Net Income 2023: -$15,889,7392023

Highlighted filing

2016

Revenue$22,300,456
Expenses$239,709
Net Income$22,060,747
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 23, 2018
Return Version
2016v3.0
Gross Receipts
$22,300,456
Mission and Program Overview

Mission

To carry out the purposes of the community foundation for greater atlanta, inc.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$10,483,487-
Total Assets$0$22,175,190▲ $22,175,190
Other Assets Total$0$11,691,703▲ $11,691,703
Liabilities
Grants Payable-$15,000-
Total Liabilities$0$15,000▲ $15,000
Net Assets / Fund Balance
Unrestricted Net Assets-$22,160,190-
Total Net Assets Fund Balance$0$22,160,190▲ $22,160,190
Total Liabilities and Net Assets / Fund Balance$0$22,175,190▲ $22,175,190

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$5,440,000--
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleOtherTotal
Audrey JacobsDirector$124,381$124,381

Board Members and Trustees

NameTitle
Millard ChoatePresident
Emily ChoateVice President
Katherine ChoateVice President
Christy EckoffDirector
Robert KennedyDirector
Susan ChoateDirector
Alex HertzSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$22,172,092
Program Service Revenue
$0
Investment Income
$128,364
Other Revenue
$0
All Other Contributions
$22,172,092
Change in Net Assets
$22,060,747

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$8,387,792Fair Market Value (FMV)
Real Estate Other1$5,440,000Appraisal
Total Noncash Contributions2$13,827,792-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$197,500
Other Expenses$42,209
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$197,500--$197,500
Fees for Services Management-$25,272-$25,272
Fees for Service Investment Mgmnt Fees-$16,937-$16,937
Total Functional Expenses$197,500$42,209$0$239,709
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation for Greater AtlantaAtlanta, GA501(c)(3)Program Support$197,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“William, susan, emily and kathryn choate have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“The draft version of form 990 is reviewed by the entire board for comment and question prior to filing.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Roi Fund Inc
EIN
47-5538183
Phone
7705590917
Address
5755 NORTH POINT PARKWAY NO 22, ALPHARETTA, GA 30022

Signing Officer

Name
Alex Hertz
Title
Secretary
Phone
7705590917
Signed
2018-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alex Hertz
Formed
2015
Legal Domicile
Ga
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
5

Preparer

Firm
Mauldin & Jenkins LLC
Address
200 GALLERIA PKWY SE STE 1700, ATLANTA, GA 30339-5946
Preparer
Jeff T Fucito
Phone
7709558600
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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/RealEstateOtherGrp/ContributionCnt01
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IRS990ScheduleM/RealEstateOtherGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateOtherGrp/NoncashContributionsRptF990Amt05440000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt08387792
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0NUMBER OF CONTRIBUTORS
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILLIAM, SUSAN, EMILY AND KATHRYN CHOATE HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DRAFT VERSION OF FORM 990 IS REVIEWED BY THE ENTIRE BOARD FOR COMMENT AND QUESTION PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE COMMUNITY FOUNDATION FOR GREATER ATL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0581344646
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0STRENGTHEN THE COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0191 PEACHTREE STREET SUITE 1000
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd030303
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/TotalAssetsGrp/EOYAmt022175190
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt022175190
IRS990/TotReportableCompRltdOrgAmt0243740
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/EOYAmt022160190
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05755 NORTH POINT PARKWAY NO 22
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IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEX HERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07705590917
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-23
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,175,190
Liabilities
$15,000
Net assets
$22,160,190
Revenue
$22,300,456
Expenses
$239,709
Net income
$22,060,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$15.9$15.9
2022Detailed filing. Detailed filing data is available for this year.$16.1$0.20$15.9$0.21$0.90$0.69
2021Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.35$0.62$0.27
2020Detailed filing. Detailed filing data is available for this year.$17.7$0.03$17.7$0.26$1.17$0.91
2019Detailed filing. Detailed filing data is available for this year.$18.0$0.05$17.9$0.30$0.85$0.55
2018Detailed filing. Detailed filing data is available for this year.$17.2$0.05$17.1$0.68$1.55$2.23
2017Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$0.30$0.92$0.62
2016Detailed filing. Detailed filing data is available for this year.$22.2$0.02$22.2$22.3$0.24$22.1
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00