The Carla And Stephen Schwartz Family Foundation Inc

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The Carla And Stephen Schwartz Family Foundation Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals

The Carla And Stephen Schwartz Family Foundation Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around The Carla And Stephen Schwartz Family Foundation Inc in one place.

Is The Carla And Stephen Schwartz Family Foundation Inc Legit?

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

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Across stored filings, The Carla And Stephen Schwartz Family Foundation Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

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Turn this Form 990 profile into a donor-ready report

Request a concise report for The Carla And Stephen Schwartz Family Foundation Inc with revenue, expenses, executive compensation, red flags, peer context, and IRS source links. You can also request CSV exports or watchlist updates for future filings.

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The Carla And Stephen Schwartz Family Foundation Inc directs 65% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.

About The Carla And Stephen Schwartz Family Foundation Inc

The Carla And Stephen Schwartz Family Foundation Inc (EIN: 223148993) is a nonprofit organization based in Colchester, CT. The organization reported total revenue of $145K and total assets of $356K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Carla And Stephen Schwartz Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

The Carla And Stephen Schwartz Family Foundation Inc is a small nonprofit that has been operating for 34 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Financial Health Grade: B

In 2023, The Carla And Stephen Schwartz Family Foundation Inc reported a deficit of $19K with expenses exceeding revenue, holds 67.5 months of operating reserves (strong position), has a debt-to-asset ratio of 2.3% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), The Carla And Stephen Schwartz Family Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 3.0%.

IRS Tax-Exempt Classification

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

AI Transparency Report

Mission Effectiveness Score

NonprofitSpending's AI analysis rates The Carla And Stephen Schwartz Family Foundation Inc with a Mission Score of 87 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: 15%
• programs: 65%
• fundraising: 20%

According to IRS 990 filings, The Carla And Stephen Schwartz Family Foundation Inc allocates its expenses as follows: admin: 15%, programs: 65%, fundraising: 20%. Approximately 65% goes to programs, indicating moderate mission focus.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

• The organization reported a deficit of $19K, with expenses exceeding revenue.
• Debt-to-asset ratio: 2.3%.

Executive Compensation Analysis

Executive compensation remains at a low level, with no changes over the past years, suggesting a commitment to transparency and efficiency.

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 The Carla And Stephen Schwartz Family Foundation Inc's IRS 990 filings:

• The foundation has maintained consistent spending on fundraising activities, which could indicate a stable approach to securing future funding.

Strengths

The following positive indicators were identified for The Carla And Stephen Schwartz Family Foundation Inc:

• The foundation demonstrates a strong commitment to its mission, with a high percentage of funds allocated to program activities.

Frequently Asked Questions about The Carla And Stephen Schwartz Family Foundation Inc

Filing History

IRS 990 filing history for The Carla And Stephen Schwartz Family Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), The Carla And Stephen Schwartz Family Foundation Inc's revenue has grown by 42.3%, moving from $35K to $50K. Total assets decreased by 23.3% over the same period, from $510K to $391K. Total functional expenses rose by 59.2%, from $44K to $70K. In its most recent filing year (2023), The Carla And Stephen Schwartz Family Foundation Inc reported a deficit of $19K, with expenses exceeding revenue. The organization holds $9K in liabilities against $391K in assets (debt-to-asset ratio: 2.3%), resulting in net assets of $382K.

Year-by-Year Financial Summary

• 2023: Revenue of $50K, expenses of $70K, and assets of $391K (revenue +19.6% year-over-year).
• 2022: Revenue of $42K, expenses of $80K, and assets of $408K (revenue -43.8% year-over-year).
• 2021: Revenue of $75K, expenses of $102K, and assets of $443K (revenue +63.5% year-over-year).
• 2020: Revenue of $46K, expenses of $80K, and assets of $470K (revenue -32.1% year-over-year).
• 2019: Revenue of $67K, expenses of $90K, and assets of $502K (revenue +54.1% year-over-year).
• 2015: Revenue of $44K, expenses of $54K, and assets of $555K (revenue -50.5% year-over-year).
• 2014: Revenue of $88K, expenses of $44K, and assets of $567K (revenue +61.8% year-over-year).
• 2013: Revenue of $55K, expenses of $40K, and assets of $521K (revenue +143.8% year-over-year).
• 2012: Revenue of $22K, expenses of $26K, and assets of $506K (revenue -36.6% year-over-year).
• 2011: Revenue of $35K, expenses of $44K, and assets of $510K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for The Carla And Stephen Schwartz Family Foundation Inc:

Data Sources and Methodology

This transparency report for The Carla And Stephen Schwartz Family Foundation Inc 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.