Schweikher House Preservation Trust
Nonprofit profile at a glance
- EIN
- 271367303
- IRS 990-EZ coverage
- 2019–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2011
- Location
- Schaumburg, IL, USA
- Phone
- 8479233866
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $104,119
- Expenses
- $45,667
- Assets
- $269,352
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- Jane Rozek (President)
- Todd Wenger (Executive Director)
People named in this filing
- Jane Rozek (President)
- Christopher Straus (Treasurer)
- Julie Fitzgerald (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The purpose and mission of the Trust is to educate the public about the historic Schweikher House and its renowned architect; to provide stewardship of this landmark building and its grounds; and, to raise funds, for the ongoing maintenance, preservation and promotion as a community asset.
What it reported doing in 2024
Preservation and promotion of a community asset. The organization received donated services furnished from a governmental unit. The value of these services for period of 5/1/24-4/30/25 was $40,500.
Operating model
- Revenue model
- Donor-supported. 61% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work.
Rating breakdown
- Financial Efficiency: 62
- Transparency & Controls: 100
- Sustainability: 89
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 42.2%; rating input score 42
- Program expense ratio: 95.4%; rating input score 95
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 56.1%; rating input score 94; 94th percentile among comparable filings
- Total-asset coverage ratio: 5.9; rating input score 97; 97th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 7.6% per year; rating input score 100; 55th percentile among comparable filings
- Revenue growth: 33.9% per year; rating input score 100; 92nd percentile among comparable filings
- Asset growth: 10.1% per year; rating input score 100; 61st percentile among comparable filings
Details
- Where the money goes: 42.2% of revenue deployed · 95.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $44K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 6 filing years from 2019 to 2024
- Contacts: How to reach this organization
- 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 — Financial Efficiency: Mission deployment rate scored 42/100.