Hobart And William Smith Colleges

Hobart And William Smith Colleges maintains stable finances with consistent revenue and expenses, and reports no officer compensation.

EIN: 160743040 · Geneva, NY · NTEE: B420 · Updated: 2026-03-28

$263.2MRevenue
$193.4MGross Revenue
$440.7MAssets
85/100Mission Score (Excellent)
B420
Hobart And William Smith Colleges Financial Summary
MetricValue
Total Revenue$263.2M
Total Expenses$169.6M
Program Spending85%
CEO/Top Officer Pay$150
Net Assets$341.6M
Transparency Score85/100

Is Hobart And William Smith Colleges Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Hobart And William Smith Colleges directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Hobart And William Smith Colleges

Hobart And William Smith Colleges (EIN: 160743040) is a nonprofit organization based in Geneva, NY, classified under NTEE code B420. The organization reported total revenue of $263.2M and total assets of $440.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Hobart And William Smith Colleges's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

80Years Operating
MajorSize Classification
14Years of Filings
MixedRevenue Trajectory

Hobart And William Smith Colleges is a major nonprofit that has been operating for 80 years, with 14 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 1.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$148.6M
Total Expenses$169.6M
Surplus / Deficit$-20,937,456
Total Assets$420.0M
Total Liabilities$78.3M
Net Assets$341.6M
Operating Margin-14.1%
Debt-to-Asset Ratio18.6%
Months of Reserves29.7 months

Financial Health Grade: B

In 2023, Hobart And William Smith Colleges reported a deficit of $20.9M with expenses exceeding revenue, holds 29.7 months of operating reserves (strong position), has a debt-to-asset ratio of 18.6% (very low leverage).

Financial Trends

Over 14 years of filings (2011–2023), Hobart And William Smith Colleges's revenue has grown at a compound annual growth rate (CAGR) of 1.0%.

YearRevenue ChangeExpense ChangeAsset Change
2023-17.2%+4.6%-2.3%
2022+6238.8%+53062.5%-12.1%
2021-98.3%-99.8%-0.7%
2021+1.5%-6.3%+19.9%
2020-0.6%-5.9%+0.6%

IRS Tax-Exempt Classification

IRS Classification Codes2000
IRS Ruling Date1946

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Hobart And William Smith Colleges demonstrates a generally stable financial position, with assets consistently exceeding liabilities across the reviewed periods. While there was a notable dip in reported revenue for the 202106 period to $2,833,311, this appears to be an anomaly given the consistent revenue figures in surrounding years, suggesting a potential reporting error or specific accounting adjustment for that period. The organization's expenses have generally been in line with or slightly below revenue, indicating responsible financial management. For instance, in 202206, revenue was $179,596,964 against expenses of $162,105,656. The consistent reporting of 0% for officer compensation across all filings is a significant positive indicator for transparency and efficient use of funds, suggesting that executive compensation is either not reported in this section or is exceptionally low, which is unusual for an institution of this size. Further investigation into the detailed compensation schedules would be beneficial to fully understand executive pay practices.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Hobart And William Smith Colleges with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Hobart And William Smith Colleges allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$148.6MTotal Revenue
$169.6MTotal Expenses
$420.0MTotal Assets
$78.3MTotal Liabilities
$341.6MNet Assets

Executive Compensation Analysis

The consistent reporting of 0% for officer compensation across all available filings is highly unusual for an organization with annual revenues exceeding $150 million and assets over $400 million, suggesting either a reporting anomaly or that compensation is categorized differently.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Hobart And William Smith Colleges's IRS 990 filings:

Strengths

The following positive indicators were identified for Hobart And William Smith Colleges:

Frequently Asked Questions about Hobart And William Smith Colleges

Is Hobart And William Smith Colleges a legitimate charity?

Based on AI analysis of IRS 990 filings, Hobart And William Smith Colleges (EIN: 160743040) some concerns. Mission Score: 85/100. 2 red flags identified, 4 strengths noted.

How does Hobart And William Smith Colleges spend its money?

Hobart And William Smith Colleges directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Hobart And William Smith Colleges tax-deductible?

Hobart And William Smith Colleges is registered as a tax-exempt nonprofit (EIN: 160743040). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Hobart And William Smith Colleges CEO make?

Hobart And William Smith Colleges's highest-compensated officer earns $150 annually. The organization reported $263.2M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of Hobart And William Smith Colleges's spending goes to programs?

Hobart And William Smith Colleges directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Hobart And William Smith Colleges compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Hobart And William Smith Colleges is above average for NTEE category B420 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Hobart And William Smith Colleges located?

Hobart And William Smith Colleges is headquartered in Geneva, New York and files with the IRS under EIN 160743040. It is classified under NTEE code B420.

How many years of IRS 990 filings does Hobart And William Smith Colleges have?

Hobart And William Smith Colleges has 14 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $263.2M in total revenue.

Why is officer compensation consistently reported as 0%?

The IRS 990 filings for Hobart And William Smith Colleges consistently show 0% for officer compensation. This is highly unusual for an institution of its size and could indicate that compensation is reported in a different section of the 990, or that the organization has a unique compensation structure.

What caused the significant revenue drop in the 202106 filing period?

The revenue reported for the 202106 period was $2,833,311, a drastic decrease from the $164,697,451 reported in 202105 and $179,596,964 in 202206. This anomaly warrants further investigation to understand if it was a reporting error, a specific accounting adjustment, or an actual financial event.

How does the organization manage its liabilities relative to its assets?

Hobart And William Smith Colleges consistently maintains a healthy asset-to-liability ratio. For example, in 202306, assets were $419,967,529 against liabilities of $78,319,737, indicating strong financial solvency.

Filing History

IRS 990 filing history for Hobart And William Smith Colleges showing financial trends over 14 years of public records:

Over 14 years of IRS 990 filings (2011–2023), Hobart And William Smith Colleges's revenue has grown by 12.6%, moving from $132.0M to $148.6M. Total assets increased by 13% over the same period, from $371.8M to $420.0M. Total functional expenses rose by 32.8%, from $127.7M to $169.6M. In its most recent filing year (2023), Hobart And William Smith Colleges reported a deficit of $20.9M, with expenses exceeding revenue. The organization holds $78.3M in liabilities against $420.0M in assets (debt-to-asset ratio: 18.6%), resulting in net assets of $341.6M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $148.6M $169.6M $420.0M $78.3M
2022 $179.6M $162.1M $430.0M $80.6M View 990
2021 $2.8M $305K $488.9M $87.9M
2021 $164.7M $152.2M $492.6M $87.5M View 990
2020 $162.3M $162.5M $410.7M $87.8M View 990
2019 $163.3M $172.6M $408.3M $84.3M View 990
2018 $178.1M $169.3M $417.8M $89.0M View 990
2017 $169.1M $158.0M $407.0M $92.3M View 990
2016 $148.8M $154.7M $378.6M $94.0M View 990
2015 $162.3M $155.5M $398.7M $98.0M View 990
2014 $161.8M $146.9M $403.3M $98.7M View 990
2013 $146.0M $141.1M $366.3M $83.6M View 990
2012 $126.7M $139.5M $345.4M $86.2M View 990
2011 $132.0M $127.7M $371.8M $83.2M View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Hobart And William Smith Colleges:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Hobart And William Smith Colleges is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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