TPhilanthropy, Voluntarism & GrantmakingEIN: 813371846· Ruling Year: 2019

Joseph & Gene Swedish Family Foundation Inc

Frankfort, Illinois

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 Org11.47×
Peer Median18.82×
💰
$3.1M
Total Revenue
📊
$2.8M
Total Expenses
🏦
$31.6M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+120.2%
Year-over-year change (2022 → 2023)
Net Margin
+10.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.47
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$3,093,897120%$2,757,18312%$31,622,8201%
2022$1,405,10663%$3,130,04921%$32,069,4936%
2021$3,787,26174%$2,581,57775%$34,258,4592%
2020$14,785,72314%$1,474,85273%$33,647,16035%
2019$12,993,614$854,880$25,011,318

Frequently Asked Questions

What does Joseph & Gene Swedish Family Foundation Inc do?

Joseph & Gene Swedish Family Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in Illinois. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Joseph & Gene Swedish Family Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Joseph & Gene Swedish Family Foundation Inc 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 Joseph & Gene Swedish Family Foundation Inc generate?

Revenue data for Joseph & Gene Swedish Family Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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