Philanthropy & Grantmaking
(T30)
IRS Verified
DX Registered
990 on File
CPL CURTIS M SWENSON MEMORIAL FUND INC
Financial strength (30%)
95/100
Reliability (20%)
50/100
Effectiveness (25%)
73/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$34K
Total Revenue
$41K
Total Expenses
$157K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
75.7%
Fundraising Efficiency
N/A
Operating Reserve
45.49x
Liability-to-Asset
N/A
Revenue Diversification
94.9%
Compared with Peers
FY 2023
Compared with 34,329 similar organizations
(United States, Philanthropy & Grantmaking, under $100K 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
|
75.7% | 86.7% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
45.5 mo | 137.0 mo |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
94.9% | 95.5% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
6.0% | -0.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-39.1% | -4.3% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-21.0% | -0.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $34K | $41K | $157K | 75.7% | — |
| 2022 | $32K | $68K | $164K | 84.8% | — |
| 2021 | $227K | $61K | N/A | — | 1 |
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