TPhilanthropy, Voluntarism & GrantmakingEIN: 306538381· Ruling Year: 2010

Harry & Jan Sweere Foundation

Lakeville, Minnesota

B-Health Score
50B-

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 Org11.94×
Peer Median18.82×
💰
$4.0M
Total Revenue
📊
$5.6M
Total Expenses
🏦
$66.6M
Net Assets
📋
$1K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-4.4%
Year-over-year change (2022 → 2023)
Net Margin
-39.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.94
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$4,005,3374%$5,579,32924%$66,611,5153%
2022$4,187,73116%$7,373,95518%$64,535,67518%
2021$4,972,49913%$6,248,83913%$78,780,8814%
2020$4,396,1633%$5,525,72734%$75,896,9382%
2019$4,284,345123%$4,125,28743%$74,491,0855%
2015$1,922,91864%$2,880,77415%$70,855,7485%
2014$5,397,57254%$2,515,6169%$74,640,775
2013$3,497,70885%$2,310,3668%$74,622,15010%
2012$22,931,514765%$2,130,9587%$67,704,47667%
2011$2,649,985$1,982,322$40,499,402

Frequently Asked Questions

What does Harry & Jan Sweere Foundation do?

Harry & Jan Sweere Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Minnesota. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Harry & Jan Sweere Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Harry & Jan Sweere Foundation has a score of 50/100 (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 Harry & Jan Sweere Foundation generate?

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

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