AArts, Culture & HumanitiesEIN: 470853407· Ruling Year: 2002

Southwest Historical Foundation

Ardmore, Oklahoma

B+Health Score
67B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 2 peers in Arts, Culture & Humanities with $1M-$10M revenue

💰
$446K
Total Revenue
📊
$311K
Total Expenses
🏦
$10.1M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-43.8%
Year-over-year change (2022 → 2023)
Net Margin
+30.3%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$445,70744%$310,503$10,062,87211%
2022$793,70141%$311,0093%$9,068,00117%
2021$1,333,994101%$319,52811%$10,989,17513%
2020$663,84015%$360,09017%$9,685,42812%
2019$579,1566%$308,8857%$8,677,41817%
2018$613,73335%$332,15756%$7,435,6008%
2017$938,618232%$759,207145%$8,050,4682%
2016$282,44416%$310,3714%$7,856,1485%
2015$334,73627%$322,5401%$7,482,3526%
2014$458,632102%$320,72713%$7,923,8932%
2013$227,41618%$283,5584%$7,785,98814%
2012$277,90676%$294,2418%$6,820,8467%
2011$157,961$320,199$6,348,143

Frequently Asked Questions

What does Southwest Historical Foundation do?

Southwest Historical Foundation is a arts, culture & humanities nonprofit organization based in Oklahoma. It is classified under NTEE code A115 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Southwest Historical Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Southwest Historical Foundation has a score of 67/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Southwest Historical Foundation generate?

Southwest Historical Foundation reports $1.1M in annual revenue and holds $12.3M in total assets, based on IRS filings.

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