Charles And Helen Schwab Foundation
San Francisco, California
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 2 peers in Education 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 | $20,486,799↓52% | $43,510,541↑65% | $531,977,043↓18% | — |
| 2022 | $42,556,908↓65% | $26,402,819↓62% | $647,981,236↓6% | — |
| 2021 | $120,025,754↑418% | $70,396,344↑162% | $691,573,201↑47% | — |
| 2020 | $23,176,888↑107% | $26,840,043↑9% | $471,169,589↑5% | — |
| 2019 | $11,212,915↓74% | $24,647,793↑68% | $447,745,348↑27% | — |
| 2015 | $42,419,370↑247% | $14,638,081↓32% | $353,778,341↑17% | — |
| 2014 | $12,234,865↑86% | $21,394,594↑65% | $301,999,669↑12% | — |
| 2013 | $6,587,562↓49% | $12,956,366↑64% | $270,816,062↑68% | — |
| 2012 | $12,817,079↑857% | $7,913,585↑218% | $160,866,620↑19% | — |
| 2011 | $1,339,669 | $2,488,270 | $134,656,439 | — |
Frequently Asked Questions
What does Charles And Helen Schwab Foundation do?▼
Charles And Helen Schwab Foundation is a education nonprofit organization based in California. It is classified under NTEE code B82 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Charles And Helen Schwab Foundation financially healthy?▼
Based on our 9-metric Financial Health Score model, Charles And Helen Schwab Foundation 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 Charles And Helen Schwab Foundation generate?▼
Revenue data for Charles And Helen Schwab Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.
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