THE SWAN HISTORICAL FOUNDATION INC

EIN: 223013998 501(c)(3) Arts, Culture & Humanities

PRINCETON, NJ

Total Revenue
$71,560
Total Expenses
$20,557
Total Assets
$871,061
Net Assets
$871,061
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
NJ
Principal Officer
JAMES C BEACHELL
Phone
6099774706
Tax Period
2024-01-01 to 2024-12-31

THE SWAN HISTORICAL FOUNDATION INC, founded in 1990, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $72K in total revenue in fiscal year 2024. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 71% operating margin.

Mission

THE SWAN HISTORICAL FOUNDATION, INC. IS A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO ENCOURAGING KNOWLEDGE AND APPRECIATION OF THE AMERICAN REVOLUTION FOR THE BENEFIT OF PRESENT AND FUTURE GENERATIONS. THE FOUNDATION IS THE FOUNDER AND DEVELOPER OF THE NATIONAL MUSEUM OF THE AMERICAN REVOLUTION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,445
Program Service Revenue $688
Investment Income $54,427
Other Revenue $0
TOTAL REVENUE $71,560

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $17,108
Other Expenses $20,557
TOTAL EXPENSES $20,557

Year-over-Year Comparison

2024 2023 Change
Revenue $71,560 $39,735 +0.8%
Expenses $20,557 $45,133 -0.5%
Net Income $51,003 $-5,398 -10.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
13

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES APFFEL TRUSTEE N/A
Director
$0 $0 $0
ANTHONY D GIANNASCOLI ESQUIRE TRUSTEE N/A
Director
$0 $0 $0
ROBERT N FANELLI TRUSTEE N/A
Director
$0 $0 $0
MICHAEL S JESBERGER TRUSTEE N/A
Director
$0 $0 $0
MATTHEW SKIC TRUSTEE N/A
Director
$0 $0 $0
JIM SWAN TRUSTEE N/A
Director
$0 $0 $0
WILLIAM TRAUBEL RECORDING SE N/A
Director
$0 $0 $0
RICHARD J KANE LTC US ARMY CHAIRMAN N/A
Officer
$0 $0 $0
JAMES C BEACHELL SECRETARY/ T N/A
Officer
$0 $0 $0
DEBORAH HVIZDOS VICE CHAIRMA N/A
Officer
$0 $0 $0
HEIDI MILANO TRUSTEE N/A
Officer
$0 $0 $0
ANDREW PLUMLY TRUSTEE N/A
Officer
$0 $0 $0
ROBERT H SWAN PRESIDENT N/A
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $71,560 $20,557 $871,061 $51,003
2023 $39,735 $45,133 $820,058 $-5,398
2022 $54,992 $8,168 $825,456 $46,824
2021 $63,083 $7,977 $778,632 $55,106
2020 $263,040 $4,674 $723,526 $258,366
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