nonprofit · EIN 98-6000867
How much does The Rhodes Trust raise and spend?
The Rhodes Trust (EIN 98-6000867) reported $50.8M in revenue and $61.4M in expenses for tax year 2023, with $630.7M in net assets (123.3 months of reserves). By expenses that ranks 6,628 of 539,974 e-filers, 134 of 9,270 in NTEE Q: International, Foreign Affairs & National Security.
What stands out
The Rhodes Trust (EIN 98-6000867) reported $50.8M in revenue and $61.4M in expenses for tax year 2023, with $630.7M in net assets (123.3 months of reserves). By expenses that ranks 6,628 of 539,974 e-filers, 134 of 9,270 in NTEE Q: International, Foreign Affairs & National Security. Against NTEE Q: International, Foreign Affairs & National Security: months of reserves 123.3 months, above the peer median of 8.0 months; officer compensation share of expenses 3.5%, below the peer median of 6.9%; contributions share of revenue 76.1%, below the peer median of 99.8%; surplus margin -20.8%, below the peer median of 1.4%.
Key figures, tax year 2023
As filed on Form 990; ratios computed by FACTANKER. Peer medians are percentile_cont over the group in the same year. Every filed line links to its record on the entity page.
| Measure | 2023 | Median, activity | Median, size | Median, all |
|---|---|---|---|---|
| Total revenue | $50.8M | $215.5k | $21.6M | $194.7k |
| Total expenses | $61.4M | $207.6k | $20.9M | $178.5k |
| Total assets | $703.1M | $412.6k | $29.9M | $775.3k |
| Net assets | $630.7M | $389.7k | $17.0M | $622.5k |
| Officer compensation (total per organisation) | $2.1M | $113.4k | $609.0k | $113.0k |
| Program service revenue share | 0.0% | 0.0% | 74.7% | 13.8% |
| Contributions share of revenue | 76.1% | 99.8% | 13.8% | 57.5% |
| Officer compensation share of expenses | 3.5% | 6.9% | 2.5% | 6.5% |
| Months of reserves | 123.3 months | 8.0 months | 9.0 months | 12.6 months |
| Surplus margin | -20.8% | 1.4% | 1.8% | 3.9% |
Year by year
5 filings on record.
| Tax year | Revenue | Expenses | Net assets | Reserves | Officer comp. | Rank |
|---|---|---|---|---|---|---|
| 2023 | $50.8M | $61.4M | $630.7M | 123.3 months | $2.1M | 6,628 |
| 2021 | $24.7M | $37.2M | $701.6M | 226.4 months | $1.4M | 5,962 |
| 2020 | $150.1M | $36.8M | $606.6M | 197.9 months | $1.5M | 8,375 |
| 2019 | $42.7M | $32.2M | $501.6M | 186.7 months | $1.4M | 8,976 |
| 2018 | $41.8M | $22.4M | $441.3M | 236.1 months | $803.8k | 10,891 |
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