William & Mary Swift Foundation
Only null% goes to programs Growing revenue
William & Mary Swift Foundation is a 501(c)(3) organization based in Traverse City, Michigan, registered in 2000, with $2,495 in FY2025 revenue. CharityIndex grades it C+.
13956 Peninsula Dr, Traverse City, MI, 49686 EIN 36-4360800 Since 2000
Revenue (FY2025)
$2,495
▲ 13.7% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$2,370
Net assets
$328
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
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 William & Mary Swift Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
BFinancial health25% of the rating2 mo reserves · +5% margin
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 William & Mary Swift Foundation: 2 mo reserves · +5% margin earns a B on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 William & Mary Swift Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
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 William & Mary Swift Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 13956 Peninsula Dr, Traverse City, MI, 49686
- City
- Traverse City
- State
- Michigan
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $4,500 (FY2013) to $2,495 (FY2025) across 13 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $328
Operating margin
5.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$328
Total liabilities
$0
Net assets
$328
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $2,495▲13.7% | $2,370▲1.1% | $328▲61.6% | $328▲61.6% | 990PF |
| 2024 | $2,195▲8.7% | $2,345▲6.8% | $203▼42.5% | $203▼42.5% | 990PF |
| 2023 | $2,020▲19.2% | $2,195▲44.4% | $353▼33.1% | $353▼33.1% | 990PF |
| 2022 | $1,695▲13.0% | $1,520▼10.3% | $528▲49.6% | $528▲49.6% | 990PF |
| 2021 | $1,500▼40.0% | $1,695▼21.0% | $353▼35.6% | $353▼35.6% | 990PF |
| 2020 | $2,500▲25.0% | $2,145▲10.3% | $548▲184% | $548▲184% | 990PF |
| 2019 | $2,000▲99.4% | $1,945▲59.4% | $193▲39.9% | $193▲39.9% | 990PF |
| 2018 | $1,003▼90.0% | $1,220▼87.7% | $138▼61.1% | $138▼61.1% | 990PF |
| 2017 | $10,000▲94.2% | $9,950▲52.0% | $355▲16.4% | $355▲16.4% | 990PF |
| 2016 | $5,150▼65.7% | $6,545▼54.7% | $305▼82.1% | $305▼82.1% | 990PF |
| 2015 | $15,000▲150% | $14,441▲175% | $1,700▲49.0% | $1,700▲49.0% | 990PF |
| 2014 | $6,000▲33.3% | $5,245▲18.7% | $1,141▲196% | $1,141▲196% | 990PF |
| 2013 | $4,500 | $4,420▲17.2% | $386▲26.1% | $386▲26.1% | 990PF |
| 2012 | — | $3,770▼3.1% | $306▼46.9% | $306▼46.9% | 990PF |
| 2011 | — | $3,890▲36.0% | $576▲23.6% | $576▲23.6% | 990PF |
| 2010 | — | $2,860 | $466 | $466 | 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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Frequently asked questions
- Is William & Mary Swift Foundation a legitimate nonprofit?
- Yes. William & Mary Swift Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 36-4360800, based in Traverse City, Michigan. Donations are tax-deductible.
- What is William & Mary Swift Foundation's EIN?
- William & Mary Swift Foundation's Employer Identification Number (EIN) is 36-4360800.
- How much revenue does William & Mary Swift Foundation report?
- William & Mary Swift Foundation reported $2,495 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does William & Mary Swift Foundation have?
- CharityIndex grades William & Mary Swift Foundation C+, based on financial health (reserves and operating margin).
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Explore more
Data for William & Mary Swift Foundation (EIN 36-4360800) 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.