Charlie West Heritage

Nonprofit profile at a glance

EIN
993027824
IRS 990-EZ coverage
2025–2025
Forms available
Form 990-EZ 2025
Location
Charleston, WV, USA
Phone
3049066563
Rating
39
Verdict
REVIEW
Rating confidence
Moderate
Sector
Military, Veterans' Organizations

Reported finances

Revenue
$54,175
Expenses
$41,223
Assets
$32,985

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Taylor Gray (Vice President)
  • Stephen C Golden (President)

People named in this filing

  • Suveer Shekhawat (Treasurer)
  • Jeffrey S King (Secretary)
  • Taylor Gray (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Charlie West Heritage supported members and families of the 130th Airlift Wing through morale, heritage, and family-support initiatives. The organization created and sold themed merchandise to fund unit support activities and provide assistance to members in need. During the year, the organization raised funds to support a unit member diagnosed with terminal cancer, providing approximately $2,400 to assist the members family. The organization also implemented a newborn support program providing care packages to members welcoming new children, sponsored multiple unit cookouts supporting promotions and retirements, produced event-themed merchandise for a training fly-away, and purchased heritage and morale items not otherwise funded through squadron resources.

What it reported doing in 2025

Morale, heritage, and family support program providing direct assistance to unit members and families, newborn care packages, morale events, and heritage items supporting the 130th Airlift Wing.

Operating model

Revenue model
Other-operating. 100% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 7
  • Transparency & Controls: 82
  • Sustainability: 54
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 6.1%; rating input score 6
  • Program expense ratio: 8%; rating input score 8

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 23.9%; rating input score 75; 75th percentile among comparable filings
  • Total-asset coverage ratio: 0.8; rating input score 42; 42nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 6.1% of revenue deployed · 8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $3K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 6/100.
  • High — Financial Efficiency: Program expense ratio scored 8/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 42/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.