T — Philanthropy, Voluntarism & GrantmakingEIN: 066447457· Ruling Year: 2000

Peter A & Marion W Schwartz Fam Foundation Tr

Canandaigua, New York

B-Health Score
54B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org7.25×
Peer Median18.82×
💰
$869K
Total Revenue
📊
$2.1M
Total Expenses
🏦
$15.3M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+4.4%
Year-over-year change (2022 → 2023)
Net Margin
-142.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
7.25
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$869,284↑4%$2,109,936↑22%$15,306,698↓8%
2022$832,552↓59%$1,723,262↓4%$16,549,248↓5%
2021$2,022,794↑178%$1,795,438↑7%$17,438,060↑1%
2020$728,611↓70%$1,680,453↑5%$17,211,052↓5%
2019$2,389,840↑164%$1,600,971↑15%$18,162,546↓11%
2015$906,497↑48%$1,387,443↓18%$20,322,241↓2%
2014$612,491↓25%$1,685,943↑31%$20,803,187↓5%
2013$819,036↑33%$1,287,554↑1%$21,876,639↓2%
2012$617,584↑6%$1,269,727↑5%$22,345,157↓3%
2011$581,486$1,208,551$22,996,906

Frequently Asked Questions

What does Peter A & Marion W Schwartz Fam Foundation Tr do?▼

Peter A & Marion W Schwartz Fam Foundation Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in New York. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Peter A & Marion W Schwartz Fam Foundation Tr financially healthy?▼

Based on our 9-metric Financial Health Score model, Peter A & Marion W Schwartz Fam Foundation Tr has a score of 54/100 (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 Peter A & Marion W Schwartz Fam Foundation Tr generate?▼

Revenue data for Peter A & Marion W Schwartz Fam Foundation Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Peter A & Marion W Schwartz Fam Foundation Tr — Canandaigua, NY | GiveScope