Richard I Swenson Trust is a 501(c)(3) organization based in Salem, Oregon, registered in 1998, with $87,085 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$87K
▲ 50.1% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$36K
Net assets
$656K
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 Richard I Swenson 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 Richard I Swenson Trust: 219 mo reserves · +59% 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 Richard I Swenson 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 Richard I Swenson Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $53K (FY2013) to $87K (FY2025) across 12 reported years.
Financial snapshot
Operating margin
58.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$656K
Total liabilities
$0
Net assets
$656K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $87,085▲50.1% | $35,882▲7.8% | $655,585▲8.4% | $655,585▲8.4% | 990PF |
| 2024 | $58,017▲196% | $33,280▼3.9% | $604,674▲4.2% | $604,674▲4.2% | 990PF |
| 2023 | $19,589▲0.6% | $34,640▼16.0% | $580,213▼2.5% | $580,213▼2.5% | 990PF |
| 2022 | $19,481▼62.7% | $41,238▲15.5% | $595,262▼3.5% | $595,262▼3.5% | 990PF |
| 2021 | $52,246▲69.9% | $35,707▲40.9% | $617,015▲2.8% | $617,015▲2.8% | 990PF |
| 2020 | $30,743▼22.6% | $25,342▼35.7% | $600,475▲0.9% | $600,475▲0.9% | 990PF |
| 2019 | $39,723▼19.4% | $39,404▼33.4% | $595,070▲0.1% | $595,070▲0.1% | 990PF |
| 2018 | $49,314▲32.9% | $59,130▲109% | $594,753▼1.6% | $594,753▼1.6% | 990PF |
| 2017 | $37,118▼31.9% | $28,277▼20.6% | $604,569▼2.5% | $604,569▼2.5% | 990PF |
| 2015 | $54,504▼36.8% | $35,602▼1.0% | $619,948▲3.1% | $619,948▲3.1% | 990PF |
| 2014 | $86,245▲63.1% | $35,977▲26.5% | $601,155▲9.1% | $601,155▲9.1% | 990PF |
| 2013 | $52,869 | $28,444▼3.1% | $550,887▲4.7% | $550,887▲4.7% | 990PF |
| 2012 | — | $29,361▼15.9% | $526,159 | $526,159 | 990PF |
| 2011 | — | $34,892▼3.8% | $526,122 | $526,122 | 990PF |
| 2010 | — | $36,280 | $526,136 | $526,136 | 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 Richard I Swenson Trust (EIN 93-6169792) 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.