RHODES ROBERT R TR (EIN 346506870) - 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

1933

Legal Domicile

Phone

2164712012

Tax Period

2024-01-01 to 2024-12-31

RHODES ROBERT R TR, founded in 1933, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.3M in total revenue in fiscal year 2024. Revenue surged 927% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 53% operating margin.

Mission

Grant payments are made in compliance with the Last Will and Testamentof Robert R Rhodes dated November 4, 1913 and aligned with updated Exhibit A Named Beneficiaries dated April 19, 1940.Keybank, as Trustee, makes distributions to pre selected exempt organizations to be used for their exempt purpose. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission. Under the Ohio Institutional Trust Funds Act of 1999, all beneficiaries except HiramHouse have chosen to receive the maximum of income based on thegreater of 5% of AFV or traditional income.Hiram House has chosen traditional income. The trust can be terminated by any 25% combination of beneficiary income interests.

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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 $0

Program Service Revenue $0

Investment Income $4,295,033

Other Revenue $-23,907

TOTAL REVENUE $4,271,126

Expense Breakdown

Grants Paid $1,785,231

Salaries & Benefits $200,135

Fundraising Expenses $0

Program Expenses $1,785,231

Other Expenses $1,050

TOTAL EXPENSES $1,986,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,271,126	$415,724	+9.3%
Expenses	$1,986,416	$2,028,312	0.0%
Net Income	$2,284,710	$-1,612,588	-2.4%

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

N/A

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
N/A	TRUSTEE	5.0		$200,135	$0	$200,135

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	$4,271,126	$1,986,416	$37,205,720	$2,284,710
2023	$415,724	$2,028,312	$34,739,463	$-1,612,588
2022	$-75,551	$2,292,460	$36,345,224	$-2,368,011
2021	$4,629,519	$2,018,590	$38,777,651	$2,610,929
2020	$1,858,681	$1,994,402	$36,140,522	$-135,721
2019	$3,217,966	$2,068,543	$36,260,677	$1,149,423

RHODES ROBERT R TR