Animal-Related (D34) IRS Verified DX Registered 990 on File

SWANNANOA VALLEY HISTORICAL & PRESERVATION ASSOCIATION INC

EIN: 56-1624503 · BLACK MTN, NC 28711-0306 · United States · FY 2025 Data

3 out of 5 46 / 100 Based on 2+ years of filings

Financial strength (30%) 57/100

Reliability (20%) 55/100

Effectiveness (25%) 73/100

Impact (25%) No data yet

Financial data: FY 2025 · Scored 9/13/2026

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Mission Statement

The Swannanoa Valley Museum preserves and interprets the social, cultural, and natural history of the Swannanoa Valley, a pathway to western North Carolina, by developing dynamic programs and engaging exhibitions for the education and enrichment of the community, its children, and future generations.

Financial Overview — FY 2025

$137K

Total Revenue

$191K

Total Expenses

$416K

Net Assets

N/A

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 97.9%

Fundraising Efficiency N/A

Operating Reserve 26.12x

Liability-to-Asset 0.0%

Revenue Diversification 83.3%

Compared with Peers

FY 2025

Compared with 2,101 similar organizations (United States, Animal-Related, $100K–$1M 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%	91.8%	P10P90	Above median
Operating reserve Months of expenses covered by net assets · higher is better	26.1 mo	9.9 mo	P10P90	Above median
Liabilities to assets Total liabilities / total assets · lower is better	0.0%	0.2%	P10P90	Above median
Revenue concentration Share of revenue from the largest source · lower is better	83.3%	89.6%	P10P90	Above median
Revenue growth Year over year revenue growth	-22.9%	6.5%	P10P90
Expense growth Year over year expense growth	2.8%	8.7%	P10P90
Surplus margin Surplus as a share of revenue	-39.0%	3.3%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2025	$137K	$191K	$416K	97.9%	—
2024	$178K	$186K	$469K	83.1%	2
2023	$120K	$179K	$477K	96.2%	3
2022	$122K	$166K	N/A	—	2

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Organization Details

EIN: 56-1624503
State: NC
City: BLACK MTN
ZIP: 28711-0306
Classification: D34
Category: Animal-Related
Rating: 3★
Coverage: A
Last Updated: Aug 2026
Foundation Code: 15
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

★★★★★ 80–100 ★★★★☆ 60–79 ★★★☆☆ 40–59 ★★☆☆☆ 20–39 ★☆☆☆☆ 1–19

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"Compared with peers" places the charity's key ratios against organizations of the same country, sector and size.

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