Caldwell Foundation for Educational Opportunity

EIN: 820457658 501(c)(3)

Caldwell, ID

Total Revenue
$554,983
Total Expenses
$171,317
Total Assets
$3,095,173
Net Assets
$3,095,148
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
ID
Principal Officer
William F Gigray
Phone
2089895934
Tax Period
2024-07-01 to 2025-06-30

Caldwell Foundation for Educational Opportunity, founded in 1992, is a small nonprofit that reported $555K in total revenue in fiscal year 2024. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $384K, a strong 69% operating margin.

Mission

The Foundation was created for the purpose of the promotion, assistance, improvement and extension of public education for the students, graduating students, teachers, administrators and pre-school children residents of Caldwell School District No. 132.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $368,184
Program Service Revenue $0
Investment Income $183,479
Other Revenue $3,320
TOTAL REVENUE $554,983

Expense Breakdown

Grants Paid $118,461
Salaries & Benefits $4,358
Fundraising Expenses $6,127
Program Expenses $138,625
Other Expenses $48,498
TOTAL EXPENSES $171,317

Year-over-Year Comparison

2024 2023 Change
Revenue $554,983 $286,038 +0.9%
Expenses $171,317 $126,660 +0.4%
Net Income $383,666 $159,378 +1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
11
Employees
N/A
Volunteers
30

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$4,011
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Erin Sullivan Smith Secretary 5.60
Officer
$4,011 $0 $4,011
Karl P Baughman Director 1.00
Director
$0 $0 $0
Brian Baughman Director 1.00
Director
$0 $0 $0
Dr Ted Colwell Director 1.00
Director
$0 $0 $0
Chuck Stout Director 1.00
Director
$0 $0 $0
Anita Wilson Director 1.00
Director
$0 $0 $0
Dr Shalene French Ex Officio Director 0.30
Director
$0 $0 $0
Marisela Pesina Ex Officio Director 0.30
Director
$0 $0 $0
Dr Rich Augustus Director 1.00
Director
$0 $0 $0
Dr Kyle Collins Director 1.00
Director
$0 $0 $0
Jerid Hammer Director 1.00
Director
$0 $0 $0
Dr Matt McDaniel Director 1.00
Director
$0 $0 $0
David Nelms Director 1.00
Director
$0 $0 $0
William F Gigray President 2.30
Officer
$0 $0 $0
John Dean Treasurer 9.63
Officer
$0 $0 $0
Josh Engler Vice President 3.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $554,983 $171,317 $3,095,173 $383,666
2024 $286,038 $126,660 $2,711,557 $159,378
2023 $372,816 $109,813 $2,552,104 $263,003
2022 $336,614 $99,427 $2,289,101 $237,187
2021 $445,374 $90,362 $2,051,914 $355,012
2020 $239,637 $77,827 $1,696,902 $161,810
2019 $266,182 $85,245 $1,535,092 $180,937
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