TPhilanthropy, Voluntarism & GrantmakingEIN: 043255974· Ruling Year: 1995

Swartz Foundation

Newton, Massachusetts

BHealth Score
63B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org20.62×
Peer Median18.82×
💰
$11.6M
Total Revenue
📊
$10.2M
Total Expenses
🏦
$210.4M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-34.0%
Year-over-year change (2022 → 2023)
Net Margin
+11.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
20.62
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$11,556,49234%$10,202,308451%$210,367,3478%
2022$17,509,12119%$1,852,11867%$195,438,6301%
2021$21,718,73269%$5,579,52640%$192,978,0179%
2020$12,876,16825%$9,226,54713%$176,638,868
2019$10,293,350140%$8,188,95626%$177,340,5125%
2015$4,291,05446%$6,505,00979%$187,430,3201%
2014$7,961,48461%$31,631,092137%$185,031,5059%
2013$20,599,825143%$13,339,28723%$203,526,9235%
2012$8,470,94293%$17,349,9333%$213,825,3746%
2011$115,247,516$16,896,046$227,336,863

Frequently Asked Questions

What does Swartz Foundation do?

Swartz Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T22Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Swartz Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Swartz Foundation has a score of 63/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Swartz Foundation generate?

Revenue data for Swartz Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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