Swieca Family Foundation

Swieca Family Foundation maintains robust assets and zero officer compensation, indicating strong financial stewardship.

EIN: 137437179 · New York, NY · NTEE: T20 · Updated: 2026-03-28

$9.5MRevenue
$71.0MAssets
90/100Mission Score (Excellent)
T20
Swieca Family Foundation Financial Summary
MetricValue
Total Revenue$9.5M
Total Expenses$3.6M
Program Spending95%
Net Assets$66.4M
Transparency Score90/100

Is Swieca Family Foundation Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

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

Swieca Family Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Swieca Family Foundation

Swieca Family Foundation (EIN: 137437179) is a nonprofit organization based in New York, NY, classified under NTEE code T20. The organization reported total revenue of $9.5M and total assets of $71.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Swieca Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Swieca Family Foundation is a mid-size nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.2%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$9.1M
Total Expenses$3.6M
Surplus / Deficit+$5.5M
Total Assets$66.4M
Total Liabilities$1
Net Assets$66.4M
Operating Margin60.5%
Debt-to-Asset Ratio0.0%
Months of Reserves220.6 months

Financial Health Grade: A

In 2023, Swieca Family Foundation reported a surplus of $5.5M with revenue exceeding expenses, holds 220.6 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), Swieca Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 0.2%.

YearRevenue ChangeExpense ChangeAsset Change
2023+15.5%+3.8%+9.1%
2022-43.4%-11.3%+8.0%
2021+118.5%+30.8%+21.7%
2020-63.1%+38.0%+7.9%
2019+3812.0%+42.0%+60.3%

IRS Tax-Exempt Classification

IRS Classification Codes1200
IRS Ruling Date2007

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

AI Transparency Report

The Swieca Family Foundation demonstrates strong financial health with consistently growing assets, reaching $71,004,873 in the latest period. The foundation's revenue has fluctuated, with a high of $17,329,326 in 2019 and $9,135,248 in 2023, indicating a reliance on investment income or large contributions. Spending efficiency appears robust, as expenses are consistently a fraction of revenue and assets. For instance, in 2023, expenses were $3,608,655 against $9,135,248 in revenue. The foundation reports zero officer compensation across all available filings, which is a significant indicator of low administrative overhead and a commitment to directing funds towards its mission. The consistent reporting of minimal liabilities ($1 or $0) further underscores financial stability and responsible management. As a private foundation, its primary function is grantmaking, and the low expense ratios suggest efficient operation in this regard.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Swieca Family Foundation with a Mission Score of 90 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: 5%
  • programs: 95%
  • fundraising: 0%

According to IRS 990 filings, Swieca Family Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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:

$9.1MTotal Revenue
$3.6MTotal Expenses
$66.4MTotal Assets
$1Total Liabilities
$66.4MNet Assets
  • The organization reported a surplus of $5.5M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly favorable for directing funds to programmatic activities.

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.

Strengths

The following positive indicators were identified for Swieca Family Foundation:

  • Zero officer compensation reported across all filings, indicating high efficiency and dedication of funds to mission.
  • Consistent growth in assets, from $30M in 2011 to $71M currently, demonstrating strong financial health.
  • Very low liabilities ($0 or $1) consistently reported, indicating excellent financial stability.
  • Expenses are consistently a small fraction of revenue and assets, suggesting efficient operations.
  • Strong program focus implied by the low administrative overhead and nature of a private foundation.

Frequently Asked Questions about Swieca Family Foundation

Is Swieca Family Foundation a legitimate charity?

Swieca Family Foundation (EIN: 137437179) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $9.5M. No red flags identified. 5 strengths noted. Financial health grade: A.

How does Swieca Family Foundation spend its money?

Swieca Family Foundation directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Swieca Family Foundation tax-deductible?

Swieca Family Foundation is registered as a tax-exempt nonprofit (EIN: 137437179). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Swieca Family Foundation compare to similar nonprofits?

With a transparency score of 90/100 (Excellent), Swieca Family Foundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Swieca Family Foundation located?

Swieca Family Foundation is headquartered in New York, New York and files with the IRS under EIN 137437179. It is classified under NTEE code T20.

How many years of IRS 990 filings does Swieca Family Foundation have?

Swieca Family 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 $9.5M in total revenue.

Is the Swieca Family Foundation a good charity?

Based on the provided financial data, the Swieca Family Foundation appears to be a very well-managed and efficient grantmaking organization. Its strong asset base, low expenses relative to revenue, and zero officer compensation are all positive indicators.

How does the foundation manage its administrative costs?

The foundation appears to manage administrative costs exceptionally well, as evidenced by the reported 0% officer compensation and consistently low overall expenses relative to its asset base and revenue. This suggests a lean operational structure.

What is the trend in the foundation's assets?

The foundation's assets have shown a strong upward trend, growing from $30,081,873 in 2011 to $71,004,873 in the latest period, indicating successful investment strategies and/or continued contributions.

Filing History

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

Over 10 years of IRS 990 filings (2011–2023), Swieca Family Foundation's revenue has grown by 2.7%, moving from $8.9M to $9.1M. Total assets increased by 120.6% over the same period, from $30.1M to $66.4M. Total functional expenses rose by 205.3%, from $1.2M to $3.6M. In its most recent filing year (2023), Swieca Family Foundation reported a surplus of $5.5M, with revenue exceeding expenses. The organization holds $1 in liabilities against $66.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $66.4M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $9.1M $3.6M $66.4M $1
2022 $7.9M $3.5M $60.8M $1 View 990
2021 $14.0M $3.9M $56.3M $1 View 990
2020 $6.4M $3.0M $46.3M $1
2019 $17.3M $2.2M $42.9M $1 View 990
2015 $443K $1.5M $26.7M $1 View 990
2014 $834K $2.0M $27.8M $1 View 990
2013 $1.1M $949K $29.0M $0 View 990
2012 $550K $1.8M $28.9M $0 View 990
2011 $8.9M $1.2M $30.1M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $9.1M, expenses of $3.6M, and assets of $66.4M (revenue +15.5% year-over-year).
  • 2022: Revenue of $7.9M, expenses of $3.5M, and assets of $60.8M (revenue -43.4% year-over-year).
  • 2021: Revenue of $14.0M, expenses of $3.9M, and assets of $56.3M (revenue +118.5% year-over-year).
  • 2020: Revenue of $6.4M, expenses of $3.0M, and assets of $46.3M (revenue -63.1% year-over-year).
  • 2019: Revenue of $17.3M, expenses of $2.2M, and assets of $42.9M (revenue +3812.0% year-over-year).
  • 2015: Revenue of $443K, expenses of $1.5M, and assets of $26.7M (revenue -46.9% year-over-year).
  • 2014: Revenue of $834K, expenses of $2.0M, and assets of $27.8M (revenue -24.2% year-over-year).
  • 2013: Revenue of $1.1M, expenses of $949K, and assets of $29.0M (revenue +100.1% year-over-year).
  • 2012: Revenue of $550K, expenses of $1.8M, and assets of $28.9M (revenue -93.8% year-over-year).
  • 2011: Revenue of $8.9M, expenses of $1.2M, and assets of $30.1M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Swieca Family 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 Swieca Family 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.

Other Nonprofits in New York

Explore more nonprofits based in New York with AI-powered transparency reports.

View all New York nonprofits →

Similar Organizations (NTEE T20)

Other nonprofits classified under NTEE code T20.

View all T20 nonprofits →

Explore Related Nonprofits

Browse by State