TPhilanthropy, Voluntarism & GrantmakingEIN: 920186097· Ruling Year: 2003

Sam Swope Family Foundation Inc

Pewee Valley, Kentucky

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 Org15.22×
Peer Median18.82×
💰
$716K
Total Revenue
📊
$1.1M
Total Expenses
🏦
$16.7M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-40.5%
Year-over-year change (2022 → 2023)
Net Margin
-53.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
15.22
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$715,98341%$1,097,92715%$16,709,7732%
2022$1,203,48726%$950,62331%$17,091,7172%
2021$1,629,280179%$1,370,68413%$16,838,8532%
2020$583,92930%$1,214,9916%$16,580,2574%
2019$828,93271%$1,297,6172%$17,211,3199%
2015$2,889,0757%$1,270,98925%$19,006,0689%
2014$2,699,61629%$1,018,07113%$17,387,9828%
2013$3,777,4702%$899,62149%$16,042,55722%
2012$3,849,21930%$602,65624%$13,164,70833%
2011$2,956,644$485,578$9,918,145

Frequently Asked Questions

What does Sam Swope Family Foundation Inc do?

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

Is Sam Swope Family Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Sam Swope Family Foundation Inc 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 Sam Swope Family Foundation Inc generate?

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

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