Medical Research
(H99I)
IRS Verified
DX Registered
990 on File
CHARLES M SCHWARTZ MEMORIAL FOUNDATION
Financial strength (30%)
68/100
Reliability (20%)
55/100
Effectiveness (25%)
63/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$167K
Total Revenue
$63K
Total Expenses
$153K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
97.9%
Fundraising Efficiency
N/A
Operating Reserve
29.33x
Liability-to-Asset
0.0%
Revenue Diversification
98.4%
Executive Compensation
$0
Compared with Peers
FY 2025
Compared with 439 similar organizations
(United States, Medical Research, under $100K in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
97.9% | 76.9% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
29.3 mo | 40.3 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
98.4% | 100.0% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-6.7% | 2.8% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-66.4% | -2.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
62.4% | 18.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $167K | $63K | $153K | 97.9% | — |
| 2024 | $179K | $187K | $49K | 99.4% | — |
| 2023 | $112K | $182K | $58K | 99.9% | — |
| 2022 | $117K | $54K | $127K | 98.1% | — |
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