Philanthropy & Grantmaking
(T20)
990 on File
STEPHEN AND CAROLE SCHWARTZ FOUNDATION INC
Financial strength (30%)
91/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$783K
Total Revenue
$481K
Total Expenses
$5.0M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
85.8%
Fundraising Efficiency
N/A
Operating Reserve
124.78x
Liability-to-Asset
0.0%
Revenue Diversification
83.8%
Executive Compensation
$0
Compared with Peers
FY 2023
Compared with 26,148 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2023.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
85.8% | 90.7% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
124.8 mo | 106.5 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
83.8% | 90.6% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
332.6% | 4.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
6.3% | 2.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
38.6% | -10.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $783K | $481K | $5.0M | 85.8% | — |
| 2022 | $181K | $453K | $4.7M | 81.7% | — |
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