Sbw Foundation

Sbw Foundation maintains strong asset base and no executive compensation amidst fluctuating revenues.

EIN: 200703467 · Middletown, CT · NTEE: T22 · Updated: 2026-03-28

$229KRevenue
$483KAssets
85/100Mission Score (Excellent)
T22
Sbw Foundation Financial Summary
MetricValue
Total Revenue$229K
Total Expenses$76K
Program Spending90%
Net Assets$479K
Transparency Score85/100

Is Sbw Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Sbw Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Sbw Foundation

Sbw Foundation (EIN: 200703467) is a nonprofit organization based in Middletown, CT, classified under NTEE code T22. The organization reported total revenue of $229K and total assets of $483K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sbw Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

22Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Sbw Foundation is a small nonprofit that has been operating for 22 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$96K
Total Expenses$76K
Surplus / Deficit+$20K
Total Assets$479K
Total Liabilities$1
Net Assets$479K
Operating Margin20.4%
Debt-to-Asset Ratio0.0%
Months of Reserves75.4 months

Financial Health Grade: A

In 2023, Sbw Foundation reported a surplus of $20K with revenue exceeding expenses, holds 75.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Sbw Foundation's revenue has grown at a compound annual growth rate (CAGR) of 0.8%.

YearRevenue ChangeExpense ChangeAsset Change
2023+80.3%-0.2%+5.2%
2022-57.6%+19.5%-4.0%
2021+1134.1%-3.1%+14.9%
2020-82.3%+0.8%-8.3%
2019-24.4%-26.1%-39.6%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2004

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Sbw Foundation demonstrates consistent financial stability with assets significantly exceeding liabilities, reporting $479,238 in assets and only $1 in liabilities in 2023. The organization has maintained a healthy asset base over the past decade, though it has seen a decline from a peak of $944,385 in 2011. Revenue generation has been somewhat inconsistent, fluctuating between a low of $10,164 in 2020 and a high of $180,199 in 2013. In recent years, expenses have generally been well-managed relative to revenue, with the organization operating at a surplus in 2023 ($95,818 revenue vs. $76,228 expenses) and 2021 ($125,436 revenue vs. $63,909 expenses), indicating effective financial oversight in those periods. However, there were deficits in 2022 and 2020, suggesting some variability in operational funding. The foundation's spending efficiency appears strong, particularly given the consistent reporting of 0% officer compensation across all available filings. This indicates that a very high proportion of funds are likely directed towards program services and operational costs rather than executive salaries. The absence of officer compensation also points to a lean operational structure, which can be a positive indicator for donors looking for efficient use of funds. The organization's NTEE code T22 (Philanthropy, Voluntarism, and Grantmaking Foundations) suggests its primary activity is grantmaking, which inherently involves directing funds to other charitable causes. Transparency is generally good, with a consistent filing history of 10 IRS Form 990s. The detailed financial data provided in these filings allows for a clear understanding of the organization's financial activities. The minimal liabilities further enhance confidence in its financial management. While specific program spending percentages are not directly provided in the summary data, the lack of executive compensation is a strong positive signal regarding the allocation of resources.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Sbw Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Sbw Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$96KTotal Revenue
$76KTotal Expenses
$479KTotal Assets
$1Total Liabilities
$479KNet Assets
  • The organization reported a surplus of $20K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers. This suggests a volunteer-led or extremely lean leadership structure, allowing a greater proportion of funds to be directed towards the organization's mission.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Sbw Foundation's IRS 990 filings:

  • Inconsistent revenue generation, with significant fluctuations year-to-year (e.g., $10,164 in 2020 vs. $125,436 in 2021).
  • Operating deficits in some years (e.g., 2022: $53,147 revenue vs. $76,394 expenses; 2020: $10,164 revenue vs. $65,939 expenses).

Strengths

The following positive indicators were identified for Sbw Foundation:

  • Consistently reports 0% officer compensation, indicating high efficiency in resource allocation.
  • Maintains a strong asset base significantly exceeding liabilities (e.g., $479,238 assets vs. $1 liability in 2023).
  • Consistent IRS 990 filing history (10 filings), demonstrating good transparency.
  • Minimal liabilities across all reported periods.

Frequently Asked Questions about Sbw Foundation

Is Sbw Foundation a legitimate charity?

Sbw Foundation (EIN: 200703467) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $229K. 2 red flags identified. 4 strengths noted. Financial health grade: A.

How does Sbw Foundation spend its money?

Sbw Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Sbw Foundation tax-deductible?

Sbw Foundation is registered as a tax-exempt nonprofit (EIN: 200703467). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Sbw Foundation compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Sbw Foundation is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Sbw Foundation located?

Sbw Foundation is headquartered in Middletown, Connecticut and files with the IRS under EIN 200703467. It is classified under NTEE code T22.

How many years of IRS 990 filings does Sbw Foundation have?

Sbw Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $229K in total revenue.

Is Sbw Foundation financially stable?

Yes, Sbw Foundation appears financially stable, consistently holding significant assets (e.g., $479,238 in 2023) with minimal liabilities ($1 in 2023), indicating a strong balance sheet.

How does Sbw Foundation manage its expenses?

The foundation generally manages its expenses well, operating at a surplus in several recent years (e.g., $95,818 revenue vs. $76,228 expenses in 2023). Expenses have remained relatively consistent, typically in the $60,000-$90,000 range annually.

Does Sbw Foundation pay its executives?

No, Sbw Foundation consistently reports 0% officer compensation across all 10 available IRS 990 filings, indicating no salaries are paid to its executives.

What is the trend in Sbw Foundation's assets?

Sbw Foundation's assets have seen a gradual decline from a peak of $944,385 in 2011 to $479,238 in 2023, though they remain substantial relative to annual expenses and liabilities.

Filing History

IRS 990 filing history for Sbw Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Sbw Foundation's revenue has grown by 9.9%, moving from $87K to $96K. Total assets decreased by 49.3% over the same period, from $944K to $479K. Total functional expenses rose by 4.6%, from $73K to $76K. In its most recent filing year (2023), Sbw Foundation reported a surplus of $20K, with revenue exceeding expenses. The organization holds $1 in liabilities against $479K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $479K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $96K $76K $479K $1
2022 $53K $76K $456K $1 View 990
2021 $125K $64K $475K $1
2020 $10K $66K $413K $1
2019 $57K $65K $451K $1
2015 $76K $88K $747K $1 View 990
2014 $52K $85K $759K $1 View 990
2013 $180K $94K $792K $1 View 990
2012 $98K $83K $706K $1 View 990
2011 $87K $73K $944K $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $96K, expenses of $76K, and assets of $479K (revenue +80.3% year-over-year).
  • 2022: Revenue of $53K, expenses of $76K, and assets of $456K (revenue -57.6% year-over-year).
  • 2021: Revenue of $125K, expenses of $64K, and assets of $475K (revenue +1134.1% year-over-year).
  • 2020: Revenue of $10K, expenses of $66K, and assets of $413K (revenue -82.3% year-over-year).
  • 2019: Revenue of $57K, expenses of $65K, and assets of $451K (revenue -24.4% year-over-year).
  • 2015: Revenue of $76K, expenses of $88K, and assets of $747K (revenue +46.4% year-over-year).
  • 2014: Revenue of $52K, expenses of $85K, and assets of $759K (revenue -71.3% year-over-year).
  • 2013: Revenue of $180K, expenses of $94K, and assets of $792K (revenue +84.3% year-over-year).
  • 2012: Revenue of $98K, expenses of $83K, and assets of $706K (revenue +12.2% year-over-year).
  • 2011: Revenue of $87K, expenses of $73K, and assets of $944K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Sbw Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Sbw Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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