Elizabeth M Schwallie Tr Uw is a 501(c)(3) organization based in Chicago, Illinois, registered in 1986, with $29,161 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$29K
▲ 43.6% vs prior year
Expenses (FY2024)
$23K
Net assets
$341K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Elizabeth M Schwallie Tr Uw— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Elizabeth M Schwallie Tr Uw: 176 mo reserves · +20% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Elizabeth M Schwallie Tr Uw— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Elizabeth M Schwallie Tr Uw: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $24K (FY2017) to $29K (FY2024) across 8 reported years.
Financial snapshot
Operating margin
20.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$341K
Total liabilities
$0
Net assets
$341K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $29,161▲43.6% | $23,291▼0.3% | $340,736▲1.5% | $340,736▲1.5% | 990PF |
| 2023 | $20,302▲125% | $23,366▼12.3% | $335,640▼1.1% | $335,640▼1.1% | 990PF |
| 2022 | $9,011▼71.9% | $26,634▲17.0% | $339,384▼5.0% | $339,384▼5.0% | 990PF |
| 2021 | $32,057▲45.8% | $22,763▲3.5% | $357,083▲2.7% | $357,083▲2.7% | 990PF |
| 2020 | $21,984▲4.7% | $21,988▼2.4% | $347,742 | $347,742 | 990PF |
| 2019 | $20,995▼29.9% | $22,539▲0.1% | $347,808▼0.4% | $347,808▼0.4% | 990PF |
| 2018 | $29,940▲27.3% | $22,527▲5.9% | $349,315▲2.2% | $349,315▲2.2% | 990PF |
| 2017 | $23,516 | $21,265▲17.6% | $341,947▼7.0% | $341,947▼7.0% | 990PF |
| 2010 | — | $18,081 | $367,817 | $367,817 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Elizabeth M Schwallie Tr Uw (EIN 31-6276776) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.