Arts, Culture & Humanities
(A80)
990 on File
UPPER SWAN VALLEY HISTORICAL SOCIETY INC
Financial strength (30%)
94/100
Reliability (20%)
50/100
Effectiveness (25%)
61/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$59K
Total Revenue
$65K
Total Expenses
$332K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
84.8%
Fundraising Efficiency
17.4%
Operating Reserve
61.27x
Liability-to-Asset
0.2%
Revenue Diversification
86.0%
Compared with Peers
FY 2025
Compared with 8,067 similar organizations
(United States, Arts, Culture & Humanities, under $100K in expenses), FY 2025.
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
|
84.8% | 82.0% |
P10P90
|
Above median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
17.4% | 34.7% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
61.3 mo | 16.0 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.2% | 0.0% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
86.0% | 86.5% |
P10P90
|
Above median |
|
Surplus margin
Surplus as a share of revenue
|
-10.6% | 9.1% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $59K | $65K | $332K | 84.8% | — |
| 2023 | $55K | $55K | $317K | 84.5% | — |
| 2022 | $49K | $49K | $316K | 83.1% | — |
| 2021 | $98K | $40K | N/A | — | 1 |
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