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Massachusetts · Nonprofit

Swift River Valley Historical Society Inc

Swift River Valley Historical Society Inc (Massachusetts) receives grants from 2 organizations whose IRS filings report $163,772 to it, the largest being EDWARD L & ELEANOR L SCHMIDT TR ($163,670). 2 of them have funded it in more than one year.

Revenue FY2024
$219k
Funders on record
2
Grants received
$164k
Net assets
$655k
2/2 repeat funderspeak grant-dependency 53%
01What it does

What Swift River Valley Historical Society Inc does

Mission

Preserve and share history of Swift River Valley

As stated on its FY2024 Form 990.

Programs

  1. Operation of a museum of Swift River Valley life

    $1,501 spent$8,126 earned by the program
    49% of program spending
  2. Publication of newsletter for members, friends and area educational institutions

    $1,275 spent
    41% of program spending
  3. Support of Community Bands who play for museum events

    $300 spent
    10% of program spending

The 3 programs described on its FY2023 Form 990, listed largest first by expense. Program spending in total: $3,076.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($50k) Expenses 100 ($64k) Net assets 100 ($475k)2019 Revenue 198 ($98k) Expenses 85 ($54k) Net assets 100 ($477k)2020 Revenue 101 ($50k) Expenses 82 ($53k) Net assets 100 ($474k)2021 Revenue 170 ($84k) Expenses 112 ($72k) Net assets 102 ($486k)2022 Revenue 132 ($66k) Expenses 73 ($47k) Net assets 106 ($504k)2023 Revenue 136 ($67k) Expenses 96 ($61k) Net assets 108 ($513k)2024 Revenue 442 ($219k) Expenses 107 ($69k) Net assets 138 ($655k)
2017201920202021202220232024
Revenue (442)Expenses (107)Net assets (138)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $513k to $655k (+28%).

$477k
$477k
$475k
$488k
$505k
$513k
$655k
2017201920202021202220232024
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 7 reported years ran a deficit.

−$15k
’17
$44k
’19
−$3k
’20
$12k
’21
$19k
’22
$6k
’23
$151k
’24
4.1
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

202220232024
Listed889
Joined·+0+1
No longer listed·00
03Who funds it

Who funds it, year by year

2020 → 2023: the base held at 2 funders, grant income fell $25k → $23k.

Funder
'20
'21
'22
'23
'24*
'25*
total
funders
2
2
2
2
1
1

1 of 2 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 0% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of Swift River Valley Historical Society Inc’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

Swift River Valley Historical Society Inc leans on a few funders — its largest provides 100% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

100%
largest funder
100%
top three
~1
effective funders

Largest funder’s share by year: 2020 100% · 2021 100% · 2022 100% · 2023 100% — broadly stable.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

Swift River Valley Historical Society Inc draws 100% of its grant income from funders outside Massachusetts, across 1 state in all.

TX

In-state vs out-of-state, by year

’20
’21
’22
’23
Massachusetts out of state home

Funder states come from each funder’s own filing. $102 arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Government funding Swift River Valley Historical Society Inc receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $500 on record.

State$500
Top programs
  • (HH) CONSULTANT SVCS (TO DEPTS)$500

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like Swift River Valley Historical Society Inc

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Massachusetts

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

6% of spending goes to programs.

Program 6%Management 94%Fundraising 0%

Governance

7
board members
100%
independent
–Conflict-of-interest policy–Whistleblower policy–Document retention✓Board reviewed the 990–Audited financials

Public support

77%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

MA

Screen this organization

A dated, signed PDF of the compliance screen for Swift River Valley Historical Society Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds Swift River Valley Historical Society Inc?
Swift River Valley Historical Society Inc (Massachusetts) receives grants from 2 organizations whose IRS filings report $163,772 to it, the largest being EDWARD L & ELEANOR L SCHMIDT TR ($163,670). 2 of them have funded it in more than one year.
How many funders does Swift River Valley Historical Society Inc have?
IRS filings report 2 organizations giving $163,772 in grants to Swift River Valley Historical Society Inc, 2 of which have funded it in more than one year.
Who is the largest funder of Swift River Valley Historical Society Inc?
EDWARD L & ELEANOR L SCHMIDT TR is the largest funder on record, with $163,670 in grants. The full list of funders is on this page.
How can an organization like Swift River Valley Historical Society Inc find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Swift River Valley Historical Society →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing