Eric And Kelly Schwartz Charitable Trust
Fairfield, Iowa
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Very Good
How This Organization Compares
Compared to 132 peers in Philanthropy, Voluntarism & Grantmaking with $10M-$100M revenue
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
9 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $99,678,800↑3118% | $2,318,855↑117% | $249,210,076↑97% | — |
| 2022 | $3,097,110↓21% | $1,069,155↑68% | $126,690,369↑96% | — |
| 2021 | $3,929,578↑152% | $637,828↓34% | $64,567,604↑27% | — |
| 2020 | $1,557,723↓7% | $968,112↓43% | $50,785,851↑3% | — |
| 2019 | $1,683,190↓39% | $1,703,251↑97% | $49,402,317↑16% | — |
| 2018 | $2,779,457↑8% | $864,442↓35% | $42,413,608↑25% | — |
| 2017 | $2,577,326↓87% | $1,333,090↑54% | $33,877,765↑15% | — |
| 2016 | $19,326,053↑34% | $868,390 | $29,573,529↑104% | — |
| 2015 | $14,466,665 | $0 | $14,466,665 | — |
Frequently Asked Questions
What does Eric And Kelly Schwartz Charitable Trust do?▼
Eric And Kelly Schwartz Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Iowa. It is classified under NTEE code T30 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Eric And Kelly Schwartz Charitable Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, Eric And Kelly Schwartz Charitable Trust has a score of 76/100 (Grade: A-). 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 Eric And Kelly Schwartz Charitable Trust generate?▼
Eric And Kelly Schwartz Charitable Trust reports $13.7M in annual revenue and holds $332.5M in total assets, based on IRS filings.
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