Quick charity verification for Caldwell Western Heritage Foundation (EIN: 201216941)
Verdict: Caldwell Western Heritage Foundation appears trustworthy
95/100Mission Score
$120KRevenue
$321KAssets
0Red Flags
5Strengths
No red flags identified.
Strengths
Zero liabilities, indicating strong financial health and low risk.
0% officer compensation reported in 202312, showing efficient use of funds.
Significant surplus in 202312 ($72,413 revenue vs. $18,708 expenses), demonstrating fiscal responsibility.
Strong program spending ratio (estimated 90%), indicating mission focus.
Growing assets from $295,453 to $321,161, suggesting financial growth.
Spending Breakdown
How Caldwell Western Heritage Foundation allocates its funds across programs, administration, and fundraising.
90%
Program Spending
Healthy — majority goes to mission
10%
Admin Costs
Reasonable — admin costs in check
0%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Caldwell Western Heritage Foundation
Is Caldwell Western Heritage Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Caldwell Western Heritage Foundation (EIN: 201216941) appears trustworthy. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.
Is Caldwell Western Heritage Foundation a good charity to donate to?
Caldwell Western Heritage Foundation has a Mission Score of 95/100. Revenue: $120K. Assets: $321K. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Caldwell Western Heritage Foundation?
The Employer Identification Number (EIN) for Caldwell Western Heritage Foundation is 201216941. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Caldwell Western Heritage Foundation spend its money?
Caldwell Western Heritage Foundation allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Caldwell Western Heritage Foundation's tax-exempt status?
You can verify Caldwell Western Heritage Foundation's tax-exempt status using EIN 201216941 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The Caldwell Western Heritage Foundation appears to be in a stable financial position, with assets significantly exceeding liabilities. In its latest reported period (202312), the organization generated $72,413 in revenue against $18,708 in expenses, indicating a healthy surplus. This efficiency in managing expenses relative to income is a positive sign for its financial health. The organization also reports 0% of expenses going to officer compensation, which is a strong indicator of efficient use of funds and a commitment to its mission rather than executive enrichment. The growth in assets from $295,453 in 2023 to $321,161 currently further supports a positive financial trajectory. The lack of liabilities also points to a very low financial risk profile. The organization's transparency is good, with a recent filing available and clear financial figures.