Philanthropy & Grantmaking
(T20)
990 on File
S&W CHEN FAMILY FOUNDATION CORP
Financial strength (30%)
71/100
Reliability (20%)
40/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$198K
Total Revenue
$30K
Total Expenses
$411K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
99.5%
Fundraising Efficiency
N/A
Operating Reserve
166.14x
Liability-to-Asset
0.1%
Revenue Diversification
96.4%
Compared with Peers
FY 2025
Compared with 12,725 similar organizations
(United States, Philanthropy & Grantmaking, 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
|
99.5% | 86.2% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
166.1 mo | 120.1 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.1% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
96.4% | 92.5% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
79.6% | 4.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
53.5% | 2.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
85.0% | 11.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $198K | $30K | $411K | 99.5% | — |
| 2024 | $110K | $19K | $243K | 99.4% | — |
| 2023 | $65K | $8K | $152K | 94.3% | — |
| 2022 | $100K | $5K | $95K | 100.0% | — |
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