University Of Rochester

University of Rochester shows consistent revenue growth and financial surpluses over the past decade.

EIN: 160743209 · Rochester, NY · NTEE: B430 · Updated: 2026-03-28

$6.6BRevenue
$5.9BGross Revenue
$8.4BAssets
85/100Mission Score (Excellent)
B430
University Of Rochester Financial Summary
MetricValue
Total Revenue$6.6B
Total Expenses$5.3B
Program Spending85%
Net Assets$4.5B
Transparency Score85/100

Is University Of Rochester 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 →

University Of Rochester directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About University Of Rochester

University Of Rochester (EIN: 160743209) is a nonprofit organization based in Rochester, NY, classified under NTEE code B430. The organization reported total revenue of $6.6B and total assets of $8.4B according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of University Of Rochester's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

92Years Operating
MajorSize Classification
12Years of Filings
MixedRevenue Trajectory

University Of Rochester is a major nonprofit that has been operating for 92 years, with 12 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 6.4%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$5.4B
Total Expenses$5.3B
Surplus / Deficit+$77.5M
Total Assets$7.6B
Total Liabilities$3.1B
Net Assets$4.5B
Operating Margin1.4%
Debt-to-Asset Ratio40.9%
Months of Reserves17.0 months

Financial Health Grade: A

In 2023, University Of Rochester reported a surplus of $77.5M with revenue exceeding expenses, holds 17.0 months of operating reserves (strong position), has a debt-to-asset ratio of 40.9% (moderate leverage).

Financial Trends

Over 12 years of filings (2011–2023), University Of Rochester's revenue has grown at a compound annual growth rate (CAGR) of 6.4%.

YearRevenue ChangeExpense ChangeAsset Change
2023+9.7%+12.5%+2.9%
2022+3.8%+10.5%-6.5%
2021+15.0%+5.1%+28.4%
2020-0.6%+2.0%+7.1%
2019+6.7%+5.0%+4.0%

IRS Tax-Exempt Classification

IRS Classification Codes2000
IRS Ruling Date1934

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

AI Transparency Report

The University of Rochester demonstrates robust financial health, with consistent revenue growth over the past decade, culminating in $5.4 billion in revenue for the period ending June 2023. The organization consistently operates with a surplus, indicating sound financial management and sustainability. For instance, in 2023, revenues of $5,415,018,869 exceeded expenses of $5,337,555,405, resulting in a surplus of nearly $77.5 million. This trend of positive net income is observed across most recent filings, suggesting effective resource allocation and financial planning. While specific breakdowns of program, administrative, and fundraising expenses are not directly provided in the summary data, the consistent surpluses and significant asset base ($7.56 billion in 2023) suggest a strong capacity to deliver on its educational and research mission. The organization's assets have grown substantially, from $4.38 billion in 2013 to over $7.56 billion in 2023, indicating successful asset accumulation and investment. The absence of reported officer compensation in the provided data for all periods is a notable point regarding transparency, as it suggests either no compensation for officers or that this information is reported elsewhere or under a different category not captured in the 'Officer Comp' field provided. Overall, the University of Rochester appears to be a financially stable and growing institution. Its ability to consistently generate surpluses and expand its asset base points to effective financial stewardship. However, a more detailed breakdown of functional expenses would provide greater insight into spending efficiency across its core programs, administration, and fundraising efforts.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates University Of Rochester 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

  • admin: 10%
  • programs: 85%
  • fundraising: 5%

According to IRS 990 filings, University Of Rochester 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:

$5.4BTotal Revenue
$5.3BTotal Expenses
$7.6BTotal Assets
$3.1BTotal Liabilities
$4.5BNet Assets
  • The organization reported a surplus of $77.5M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 40.9%.

Executive Compensation Analysis

The provided data indicates 0% for 'Officer Comp' across all reported periods, which suggests that executive compensation is either not reported in this specific field, is zero, or is categorized differently within the IRS 990 filings. Without further detail, it's difficult to assess executive compensation relative to the organization's multi-billion dollar scale.

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 University Of Rochester's IRS 990 filings:

  • Lack of detailed functional expense breakdown in provided summary data
  • Unclear reporting of executive compensation (0% reported across all periods)

Strengths

The following positive indicators were identified for University Of Rochester:

  • Consistent revenue growth over a decade (from $2.75B in 2013 to $5.41B in 2023)
  • Consistent operating surpluses, indicating financial health (e.g., $77.5M surplus in 2023)
  • Significant and growing asset base (from $4.38B in 2013 to $7.56B in 2023)
  • Strong financial capacity to support its mission

Frequently Asked Questions about University Of Rochester

Is University Of Rochester a legitimate charity?

University Of Rochester (EIN: 160743209) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 12 years of IRS 990 filings on record. Total revenue: $6.6B. 2 red flags identified. 4 strengths noted. Financial health grade: A.

How does University Of Rochester spend its money?

University Of Rochester directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to University Of Rochester tax-deductible?

University Of Rochester is registered as a tax-exempt nonprofit (EIN: 160743209). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of University Of Rochester's spending goes to programs?

University Of Rochester directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does University Of Rochester compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), University Of Rochester is above average for NTEE category B430 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is University Of Rochester located?

University Of Rochester is headquartered in Rochester, New York and files with the IRS under EIN 160743209. It is classified under NTEE code B430.

How many years of IRS 990 filings does University Of Rochester have?

University Of Rochester has 12 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 $6.6B in total revenue.

Is the University of Rochester financially stable?

Yes, the University of Rochester demonstrates strong financial stability, consistently reporting surpluses, such as the $77.5 million surplus in 2023, and significant asset growth from $4.38 billion in 2013 to $7.56 billion in 2023.

How has the University of Rochester's revenue changed over time?

The University of Rochester has experienced substantial revenue growth, increasing from $2.75 billion in 2013 to $5.41 billion in 2023, indicating a robust and expanding financial base.

What is the trend in the organization's assets?

The organization's assets have shown a strong upward trend, growing from $4.38 billion in 2013 to $7.56 billion in 2023, reflecting significant financial accumulation and investment.

Is there information on executive compensation?

The provided data consistently shows 'Officer Comp=0%' for all periods, which suggests that executive compensation details are either not captured in this specific field, are zero, or are reported under a different category within the full IRS 990 filing.

Filing History

IRS 990 filing history for University Of Rochester showing financial trends over 12 years of public records:

Over 12 years of IRS 990 filings (2011–2023), University Of Rochester's revenue has grown by 109.9%, moving from $2.6B to $5.4B. Total assets increased by 90.6% over the same period, from $4.0B to $7.6B. Total functional expenses rose by 115.3%, from $2.5B to $5.3B. In its most recent filing year (2023), University Of Rochester reported a surplus of $77.5M, with revenue exceeding expenses. The organization holds $3.1B in liabilities against $7.6B in assets (debt-to-asset ratio: 40.9%), resulting in net assets of $4.5B.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $5.4B $5.3B $7.6B $3.1B
2022 $4.9B $4.7B $7.3B $3.1B View 990
2021 $4.8B $4.3B $7.9B $3.2B View 990
2020 $4.1B $4.1B $6.1B $2.7B
2019 $4.2B $4.0B $5.7B $2.3B View 990
2018 $3.9B $3.8B $5.5B $2.2B View 990
2017 $3.5B $3.4B $5.3B $2.2B View 990
2016 $3.2B $3.3B $5.0B $2.1B View 990
2015 $3.1B $3.0B $5.1B $2.0B View 990
2013 $2.8B $2.7B $4.4B $1.7B View 990
2012 $2.7B $2.6B $4.2B $1.7B View 990
2011 $2.6B $2.5B $4.0B $1.5B View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $5.4B, expenses of $5.3B, and assets of $7.6B (revenue +9.7% year-over-year).
  • 2022: Revenue of $4.9B, expenses of $4.7B, and assets of $7.3B (revenue +3.8% year-over-year).
  • 2021: Revenue of $4.8B, expenses of $4.3B, and assets of $7.9B (revenue +15.0% year-over-year).
  • 2020: Revenue of $4.1B, expenses of $4.1B, and assets of $6.1B (revenue -0.6% year-over-year).
  • 2019: Revenue of $4.2B, expenses of $4.0B, and assets of $5.7B (revenue +6.7% year-over-year).
  • 2018: Revenue of $3.9B, expenses of $3.8B, and assets of $5.5B (revenue +10.2% year-over-year).
  • 2017: Revenue of $3.5B, expenses of $3.4B, and assets of $5.3B (revenue +9.5% year-over-year).
  • 2016: Revenue of $3.2B, expenses of $3.3B, and assets of $5.0B (revenue +5.2% year-over-year).
  • 2015: Revenue of $3.1B, expenses of $3.0B, and assets of $5.1B (revenue +11.7% year-over-year).
  • 2013: Revenue of $2.8B, expenses of $2.7B, and assets of $4.4B (revenue +2.7% year-over-year).
  • 2012: Revenue of $2.7B, expenses of $2.6B, and assets of $4.2B (revenue +3.8% year-over-year).
  • 2011: Revenue of $2.6B, expenses of $2.5B, and assets of $4.0B.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for University Of Rochester:

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

Data Sources and Methodology

This transparency report for University Of Rochester 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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