Robert and Patricia Switzer Foundation

Nonprofit profile at a glance

EIN
341504501
IRS 990-PF coverage
2013–2024
Forms available
Form 990-PF 2024
Location
Belfast, ME, USA
Phone
2073385654
Rating
87
Verdict
STRONG
Rating confidence
Standard
Sector
Environmental Education and Outdoor Survival Programs

Reported finances

Revenue
$1,075,746
Expenses
$1,217,572

Source: IRS Form 990-PF. Selected filing: tax year 2024. Amounts in USD.

Overview

Mission

Environmental Education and Outdoor Survival Programs

What it reported funding in 2024

The foundation reported 5 grants totaling $476,156. The stated grant purposes included grants are made for the professional development of switzer fellows. funds are provided for training in non-profit management, communications, leadership, or other relevant professional skills, or for attendance at a conference or other professional activity that will clearly advance career goals. awards are made to switzer fellows who have completed their fellowship year and are professionally employed or continuing their graduate studies with a focus on improving environmental quality., the fellowship program is intended to support highly talented graduate students in new england and california whose studies are directed toward improving environmental issues. awards are restricted to individuals that are a u.s. citizen, permanent resident, deferred action for childhood arrivals (daca) recipient, or a refugee or asylee according to the definition provided by the u.s. department of homeland security. applicants must be enrolled as a student in an accredited graduate institution located only in california or new england and have strong academic qualifications, with academic and career goals focused on environmental improvement., and for the project coordinator position at frontline catalysts to be filled by switzer fellow catalina garzn-galvis. the grant award will support the project as outlined in the proposal for this one-year period., plus 1 other reported purpose.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Hybrid. The foundation combined direct charitable work with grants to other organizations or people.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filed numbers largely add up. A relatively small share of spending goes to grants.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 39
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 88

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 64th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 39.1%; rating input score 39; 11th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 10; rating input score 100

Endowment Health

  • Endowment-health comparison: 35.7; rating input score 88; 88th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: At least 100% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 88th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Filing history: 10 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Cost Efficiency: Grant expense ratio scored 39/100.