Joseph & Gene Swedish Family Foundation Inc is a 501(c)(3) organization based in Frankfort, Illinois, registered in 2019, with $3,497,205 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$3.5M
▲ 13.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$2.9M
Net assets
$31.5M
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 Joseph & Gene Swedish Family Foundation Inc— 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 Joseph & Gene Swedish Family Foundation Inc: 130 mo reserves · +17% 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 Joseph & Gene Swedish Family Foundation Inc— 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 Joseph & Gene Swedish Family Foundation Inc: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $13.0M (FY2019) to $3.5M (FY2024) across 6 reported years.
Financial snapshot
Operating margin
16.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$31.5M
Total liabilities
$10K
Net assets
$31.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $3,497,205▲13.0% | $2,909,598▲5.5% | $31,501,778▼0.4% | $31,511,869▼0.4% | 990PF |
| 2023 | $3,093,897▲120% | $2,757,183▼11.9% | $31,622,820▼1.4% | $31,622,820▼1.4% | 990PF |
| 2022 | $1,405,106▼62.9% | $3,130,049▲21.2% | $32,069,493▼6.4% | $32,069,493▼6.4% | 990PF |
| 2021 | $3,787,261▼74.4% | $2,581,577▲75.0% | $34,258,459▲1.8% | $34,258,459▲1.8% | 990PF |
| 2020 | $14,785,723▲13.8% | $1,474,852▲72.5% | $33,647,160▲34.5% | $33,647,160▲34.5% | 990PF |
| 2019 | $12,993,614 | $854,880 | $25,011,318 | $25,011,318 | 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 Joseph & Gene Swedish Family Foundation Inc (EIN 81-3371846) 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.