Howard V Swartz Trust is a 501(c)(3) organization based in Saint Louis, Missouri, registered in 2008, with $48,773 in FY2024 revenue. CharityIndex grades it D.
Revenue (FY2024)
$49K
▲ 29.2% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$64K
Net assets
$912K
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 Howard V Swartz Trust— 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 Howard V Swartz Trust: 171 mo reserves · -31% margin earns a D 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 Howard V Swartz Trust— 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 Howard V Swartz Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue declined from $77K (FY2018) to $49K (FY2024) across 7 reported years.
Financial snapshot
Operating margin
-31.1%
Spent more than it raised in the latest fiscal year.
Total assets
$912K
Total liabilities
$0
Net assets
$912K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $48,773▲29.2% | $63,958▼1.3% | $912,208▼1.6% | $912,208▼1.6% | 990PF |
| 2023 | $37,742▲146% | $64,788▼3.8% | $927,451▼2.9% | $927,451▼2.9% | 990PF |
| 2022 | $15,364▼82.1% | $67,345▼4.1% | $954,670▼5.1% | $954,670▼5.1% | 990PF |
| 2021 | $85,839▲0.5% | $70,231▲9.2% | $1,006,499▲1.6% | $1,006,499▲1.6% | 990PF |
| 2020 | $85,386▼9.2% | $64,334▼4.0% | $990,837▲2.2% | $990,837▲2.2% | 990PF |
| 2019 | $94,048▲21.4% | $66,980▲4.1% | $969,840▲2.9% | $969,840▲2.9% | 990PF |
| 2018 | $77,475 | $64,362 | $942,902 | $942,902 | 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.
Explore more
Data for Howard V Swartz Trust (EIN 23-6478645) 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.