Philanthropy & Grantmaking
(T22)
990 on File
ERIC SCHWARTZ FAM FOUNDATION
Financial strength (30%)
57/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$13.2M
Total Revenue
$4.2M
Total Expenses
$32.8M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
97.7%
Fundraising Efficiency
N/A
Operating Reserve
94.19x
Liability-to-Asset
0.0%
Revenue Diversification
89.4%
Executive Compensation
$0
Compared with Peers
FY 2024
Compared with 5,343 similar organizations
(United States, Philanthropy & Grantmaking, $1M–$10M in expenses), FY 2024.
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
|
97.7% | 90.9% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
94.2 mo | 80.9 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
|
89.4% | 89.7% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-48.5% | 21.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
14.6% | 9.7% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
68.4% | 2.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $13.2M | $4.2M | $32.8M | 97.7% | — |
| 2023 | $25.6M | $3.6M | $23.6M | 99.9% | — |
| 2022 | $1.4M | $2.7M | $1.6M | 99.7% | — |
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