Public & Societal Benefit
(W11)
990 on File
SCHWEMM FAMILY FOUNDATION
Financial strength (30%)
71/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$171K
Total Revenue
$173K
Total Expenses
$1.5M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
100.0%
Fundraising Efficiency
N/A
Operating Reserve
100.38x
Liability-to-Asset
0.0%
Revenue Diversification
91.7%
Compared with Peers
FY 2023
Compared with 1,960 similar organizations
(United States, Public & Societal Benefit, $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
|
100.0% | 86.2% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
100.4 mo | 9.0 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.7% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
91.7% | 98.2% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
50.6% | 9.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
13.0% | 14.0% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-1.3% | 3.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $171K | $173K | $1.5M | 100.0% | — |
| 2022 | $114K | $153K | $1.4M | 100.0% | — |
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