Rice RE Holdings IV (EIN 830573199) - 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

Phone

7133480000

Tax Period

2024-07-01 to 2025-06-30

Mission

TO SUPPORT WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620

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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 $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $40,887

TOTAL EXPENSES $40,887

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$3,956,650	-1.0%
Expenses	$40,887	$3,956,650	-1.0%
Net Income	N/A	$0	N/A

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

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

$5,645,143

Total Directors

$4,508,765

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Allison Thacker	Director & President	1.0	Officer Director	$0	$89,596	$2,975,212
Asuka Nakahara	Director	1.0	Director	$0	$0	$0
Kelly Fox	Director	1.0	Director	$0	$193,651	$1,010,304
Kenneth Jett	Director	1.0	Director	$0	$69,119	$523,249
Cindy Melton	Vice President and Treasurer	1.0	Officer	$0	$88,683	$662,835
Claire Nelson	Vice President	1.0	Officer	$0	$74,341	$326,335
Joseph Davidson	Assistant Secretary	1.0	Officer	$0	$77,483	$474,644
Larry Perez	Vice President	1.0	Officer	$0	$47,529	$215,957
Omar Syed	Secretary	1.0	Officer	$0	$75,251	$637,441
Veta Byrd-Perez	Assistant Secretary	1.0	Officer	$0	$78,804	$352,719

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	No data	$40,887	$109,592,400	No data
2024	No data	No data	No data	No data
2023	No data	$270,354	$79,290,873	No data
2022	$-114,719	No data	$78,340,873	No data
2021	$-47,964	No data	$56,672,234	No data
2020	$-105,891	No data	$1,445,000	No data
2019	No data	$23,259	$1,360,062	No data

Rice RE Holdings IV