Philanthropy & Grantmaking
(T20)
990 on File
KAREN AND GARY SCHWARTZ FOUNDATION
Financial strength (30%)
65/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$1.6M
Total Revenue
$3.1M
Total Expenses
$3.5M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
98.3%
Fundraising Efficiency
N/A
Operating Reserve
13.43x
Liability-to-Asset
0.6%
Revenue Diversification
127.8%
Executive Compensation
$0
Compared with Peers
FY 2025
Compared with 2,423 similar organizations
(United States, Philanthropy & Grantmaking, $1M–$10M 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
|
98.3% | 91.3% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
13.4 mo | 65.7 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.6% | 0.0% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
127.8% | 90.4% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
-22.2% | 9.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-52.0% | 9.3% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-93.5% | 3.0% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $1.6M | $3.1M | $3.5M | 98.3% | — |
| 2024 | $2.1M | $6.4M | $5.0M | 99.4% | — |
| 2023 | $3.6M | $1.4M | $9.3M | 97.2% | — |
| 2022 | $2.6M | $1.4M | $7.1M | 97.5% | — |
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