TPhilanthropy, Voluntarism & GrantmakingEIN: 756004080· Ruling Year: 1954

The Caldwell Foundation

Tyler, Texas

B+Health Score
66B+

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 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org9.97×
Peer Median18.82×
💰
$12.0M
Total Revenue
📊
$11.9M
Total Expenses
🏦
$119.1M
Net Assets
📋
$8K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-25.7%
Year-over-year change (2022 → 2023)
Net Margin
+0.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
9.97
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$12,031,68226%$11,942,49211%$119,075,058
2022$16,191,89033%$10,798,44344%$118,981,0595%
2021$12,178,826103%$7,505,88718%$113,613,7333%
2020$6,001,39458%$9,118,1373%$109,877,1452%
2019$14,341,68742%$9,410,50820%$112,030,9276%
2015$10,102,13139%$7,847,0811%$105,666,1312%
2014$16,513,86945%$7,962,0173%$103,411,1259%
2013$11,389,59116%$7,765,353$94,859,0064%
2012$9,798,87927%$7,791,5531%$91,235,0412%
2011$13,342,118$7,723,739$89,227,842

Frequently Asked Questions

What does The Caldwell Foundation do?

The Caldwell Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Texas. It is classified under NTEE code T23 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Caldwell Foundation financially healthy?

Based on our 9-metric Financial Health Score model, The Caldwell Foundation has a score of 66/100 (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 The Caldwell Foundation generate?

Revenue data for The Caldwell Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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