Peter A & Marion W Schwartz Fam Foundation Tr
Canandaigua, New York
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)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
10 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 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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