Southwest Historical Foundation

Analysis

Southwest Historical Foundation is a registered charity in United States, based in Ardmore, OK. It received its IRS tax-exemption ruling in April 2002, 24 years ago. Its declared purposes cover arts, culture and humanities, which this site groups under arts, culture, heritage and science. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Southwest Historical Foundation reported income of $446k and spending of $311k, leaving 30% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income fell from $579k to $446k (-23%), an average of -6.3% a year. The sharpest change came in the year to December 2021, when income rose by 101%. Over the whole period it spent 42% of the income it received.

Among 45,478 United States charities whose main cause is arts, culture, heritage and science and that reported income, Southwest Historical Foundation sits at the 75th percentile: it is larger than about 75% of them. Against every charity in United States with reported income it ranks in the 68th percentile, and in the 69th percentile within OK. Charities of a similar size with the same main cause include Tomorrow Youth Repertory ($446k), Honor Flight Syracuse Inc ($446k) and Dances for a Variable Population Inc ($446k).

At year end it held assets of $10.1m against liabilities of $0, net assets of $10.1m.