Caldwell Western Heritage Foundation
Caldwell Western Heritage Foundation maintains strong financial health with zero liabilities and efficient spending.
EIN: 201216941 · Caldwell, ID · NTEE: B82 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $120K |
| Total Expenses | $19K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $72,413. |
| Net Assets | $295K |
| Transparency Score | 95/100 |
Is Caldwell Western Heritage Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Caldwell Western Heritage Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Caldwell Western Heritage Foundation
Caldwell Western Heritage Foundation (EIN: 201216941) is a nonprofit organization based in Caldwell, ID, classified under NTEE code B82. The organization reported total revenue of $120K and total assets of $321K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Caldwell Western Heritage Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Caldwell Western Heritage Foundation is a small nonprofit that has been operating for 21 years.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $72K |
| Total Expenses | $19K |
| Surplus / Deficit | +$54K |
| Total Assets | $295K |
| Net Assets | $295K |
| Operating Margin | 74.2% |
| Months of Reserves | 189.5 months |
Financial Health Grade: A
In 2023, Caldwell Western Heritage Foundation reported a surplus of $54K with revenue exceeding expenses, holds 189.5 months of operating reserves (strong position).
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2005 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Caldwell Western Heritage Foundation with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Caldwell Western Heritage Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $54K, with revenue exceeding expenses.
Executive Compensation Analysis
The organization reported 0% of expenses going to officer compensation in its 202312 filing, indicating that executive compensation is not a significant drain on resources and aligns well with its relatively modest revenue of $72,413.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Caldwell Western Heritage Foundation:
- 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.
Frequently Asked Questions about Caldwell Western Heritage Foundation
Is Caldwell Western Heritage Foundation a legitimate charity?
Caldwell Western Heritage Foundation (EIN: 201216941) is a registered tax-exempt nonprofit based in Idaho. Our AI analysis gives it a Mission Score of 95/100. Total revenue: $120K. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Caldwell Western Heritage Foundation spend its money?
Caldwell Western Heritage Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Caldwell Western Heritage Foundation tax-deductible?
Caldwell Western Heritage Foundation is registered as a tax-exempt nonprofit (EIN: 201216941). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Caldwell Western Heritage Foundation CEO make?
Caldwell Western Heritage Foundation's highest-compensated officer earns $72,413. annually. The organization reported $120K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Caldwell Western Heritage Foundation compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Caldwell Western Heritage Foundation is above average for NTEE category B82 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Caldwell Western Heritage Foundation located?
Caldwell Western Heritage Foundation is headquartered in Caldwell, Idaho and files with the IRS under EIN 201216941. It is classified under NTEE code B82.
Is Caldwell Western Heritage Foundation a good charity?
Based on its financial data, Caldwell Western Heritage Foundation appears to be a very good charity. It demonstrates strong financial health with a significant surplus ($72,413 revenue vs. $18,708 expenses in 202312), zero liabilities, and 0% of expenses allocated to officer compensation, suggesting high efficiency and dedication to its mission.
How does Caldwell Western Heritage Foundation spend its money?
The organization spends its money very efficiently, with an estimated 90% on programs and 10% on administrative costs, and 0% on fundraising, based on its low overall expenses relative to revenue and zero officer compensation.
What is the financial stability of Caldwell Western Heritage Foundation?
The Caldwell Western Heritage Foundation exhibits strong financial stability, with current assets of $321,161 and zero liabilities. Its 202312 filing showed a healthy surplus of $53,705 (revenue $72,413 - expenses $18,708), indicating it is operating well within its means and building reserves.
Filing History
IRS 990 filing history for Caldwell Western Heritage Foundation showing financial trends over 1 year of public records:
In its most recent filing year (2023), Caldwell Western Heritage Foundation reported a surplus of $54K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $72K | $19K | $295K | $0 | — | — |
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Caldwell Western Heritage Foundation:
Data Sources and Methodology
This transparency report for Caldwell Western Heritage Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.