Everett W And Marion E Mitchellfoundation

Mitchell Foundation consistently spends more than its annual revenue, drawing down assets while maintaining zero officer compensation.

EIN: 207088204 · Boston, MA · NTEE: B82 · Updated: 2026-03-28

$1.4MRevenue
$5.7MAssets
85/100Mission Score (Excellent)
B82
Everett W And Marion E Mitchellfoundation Financial Summary
MetricValue
Total Revenue$1.4M
Total Expenses$617K
Program Spending90%
Net Assets$6.5M
Transparency Score85/100

Is Everett W And Marion E Mitchellfoundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Everett W And Marion E Mitchellfoundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Everett W And Marion E Mitchellfoundation

Everett W And Marion E Mitchellfoundation (EIN: 207088204) is a nonprofit organization based in Boston, MA, classified under NTEE code B82. The organization reported total revenue of $1.4M and total assets of $5.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Everett W And Marion E Mitchellfoundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
Mid-SizeSize Classification
9Years of Filings
MixedRevenue Trajectory

Everett W And Marion E Mitchellfoundation is a mid-size nonprofit that has been operating for 20 years, with 9 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of 3.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$286K
Total Expenses$617K
Surplus / Deficit$-330,567
Total Assets$6.5M
Total Liabilities$1
Net Assets$6.5M
Operating Margin-115.5%
Debt-to-Asset Ratio0.0%
Months of Reserves126.5 months

Financial Health Grade: B

In 2023, Everett W And Marion E Mitchellfoundation reported a deficit of $331K with expenses exceeding revenue, holds 126.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 9 years of filings (2012–2023), Everett W And Marion E Mitchellfoundation's revenue has grown at a compound annual growth rate (CAGR) of 3.0%.

YearRevenue ChangeExpense ChangeAsset Change
2023-1.3%-10.5%-4.8%
2022-68.8%+10.5%-5.5%
2021+289.5%+9.8%+4.4%
2020-4.9%+24.3%+10.3%
2016-47.2%-6.4%-3.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Everett W And Marion E Mitchellfoundation appears to be a well-established private foundation with consistent asset levels over the past decade, generally ranging between $6.2 million and $7.2 million. The organization consistently reports zero officer compensation, which is a strong indicator of volunteer leadership and efficient use of funds for its charitable purpose. However, a notable trend in recent years (2020-2023) is that expenses have frequently exceeded revenue. For example, in 2023, expenses were $616,793 against revenues of $286,226, and in 2022, expenses were $688,937 against revenues of $290,054. This suggests the foundation is drawing down on its principal or accumulated reserves to fund its grantmaking activities, which is common for foundations but warrants monitoring for long-term sustainability if the trend continues without significant revenue increases. The foundation's financial health, while stable in terms of assets, shows a pattern of spending more than it takes in through revenue in several recent periods. This is not necessarily a red flag for a foundation that aims to distribute its endowment over time, but it does mean its asset base is slowly declining, as seen from $7.2 million in 2021 to $6.5 million in 2023. The lack of officer compensation is a significant strength, indicating high spending efficiency in terms of administrative overhead related to executive salaries. Transparency is generally good given the consistent filing of IRS Form 990s, providing public access to their financial data.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Everett W And Marion E Mitchellfoundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Everett W And Marion E Mitchellfoundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$286KTotal Revenue
$617KTotal Expenses
$6.5MTotal Assets
$1Total Liabilities
$6.5MNet Assets
  • The organization reported a deficit of $331K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that its leadership is entirely volunteer-based, which is highly efficient and directs more funds towards its mission.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Everett W And Marion E Mitchellfoundation's IRS 990 filings:

  • Consistent annual expenses exceeding revenue, leading to asset decline (e.g., 2023 expenses $616,793 vs. revenue $286,226)
  • Lack of detailed program spending breakdown in provided data, making it difficult to assess specific impact areas.

Strengths

The following positive indicators were identified for Everett W And Marion E Mitchellfoundation:

  • Zero officer compensation, indicating highly efficient use of funds and volunteer leadership.
  • Consistent filing of IRS Form 990s, demonstrating transparency.
  • Stable asset base over a long period, suggesting prudent financial management despite recent drawdowns.
  • Low liabilities ($1 in recent years), indicating minimal debt burden.

Frequently Asked Questions about Everett W And Marion E Mitchellfoundation

Is Everett W And Marion E Mitchellfoundation a legitimate charity?

Everett W And Marion E Mitchellfoundation (EIN: 207088204) is a registered tax-exempt nonprofit based in Massachusetts. Our AI analysis gives it a Mission Score of 85/100. It has 9 years of IRS 990 filings on record. Total revenue: $1.4M. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Everett W And Marion E Mitchellfoundation spend its money?

Everett W And Marion E Mitchellfoundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Everett W And Marion E Mitchellfoundation tax-deductible?

Everett W And Marion E Mitchellfoundation is registered as a tax-exempt nonprofit (EIN: 207088204). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Everett W And Marion E Mitchellfoundation compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Everett W And Marion E Mitchellfoundation is above average for NTEE category B82 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Everett W And Marion E Mitchellfoundation located?

Everett W And Marion E Mitchellfoundation is headquartered in Boston, Massachusetts and files with the IRS under EIN 207088204. It is classified under NTEE code B82.

How many years of IRS 990 filings does Everett W And Marion E Mitchellfoundation have?

Everett W And Marion E Mitchellfoundation has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.4M in total revenue.

Is the Everett W And Marion E Mitchellfoundation financially sustainable long-term given its spending patterns?

The foundation has consistently spent more than its revenue in recent years (e.g., $616,793 expenses vs. $286,226 revenue in 2023), leading to a gradual decline in assets from $7.2 million in 2021 to $6.5 million in 2023. While this can be a deliberate strategy for a foundation, continued monitoring is needed to assess its long-term sustainability if this trend persists without significant endowment growth or revenue increases.

How does the foundation manage its administrative costs?

The foundation appears to manage administrative costs very efficiently, particularly by reporting 0% officer compensation across all available filings. This suggests a lean operational structure with volunteer leadership, allowing a higher proportion of funds to be directed to programs.

What is the primary purpose of this foundation?

Based on the NTEE code B82 (Foundations, Philanthropy & Grantmaking), the primary purpose of the Everett W And Marion E Mitchellfoundation is likely grantmaking and philanthropic activities, distributing funds to other charitable organizations or causes.

Filing History

IRS 990 filing history for Everett W And Marion E Mitchellfoundation showing financial trends over 9 years of public records:

Over 9 years of IRS 990 filings (2012–2023), Everett W And Marion E Mitchellfoundation's revenue has grown by 38.4%, moving from $207K to $286K. Total assets decreased by 3% over the same period, from $6.7M to $6.5M. Total functional expenses rose by 73.6%, from $355K to $617K. In its most recent filing year (2023), Everett W And Marion E Mitchellfoundation reported a deficit of $331K, with expenses exceeding revenue. The organization holds $1 in liabilities against $6.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $6.5M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $286K $617K $6.5M $1 View 990
2022 $290K $689K $6.8M $1 View 990
2021 $931K $623K $7.2M $1 View 990
2020 $239K $568K $6.9M $1 View 990
2016 $251K $457K $6.3M $0 View 990
2015 $476K $488K $6.5M $0 View 990
2014 $304K $407K $6.5M $0 View 990
2013 $265K $383K $6.6M $0 View 990
2012 $207K $355K $6.7M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $286K, expenses of $617K, and assets of $6.5M (revenue -1.3% year-over-year).
  • 2022: Revenue of $290K, expenses of $689K, and assets of $6.8M (revenue -68.8% year-over-year).
  • 2021: Revenue of $931K, expenses of $623K, and assets of $7.2M (revenue +289.5% year-over-year).
  • 2020: Revenue of $239K, expenses of $568K, and assets of $6.9M (revenue -4.9% year-over-year).
  • 2016: Revenue of $251K, expenses of $457K, and assets of $6.3M (revenue -47.2% year-over-year).
  • 2015: Revenue of $476K, expenses of $488K, and assets of $6.5M (revenue +56.7% year-over-year).
  • 2014: Revenue of $304K, expenses of $407K, and assets of $6.5M (revenue +14.5% year-over-year).
  • 2013: Revenue of $265K, expenses of $383K, and assets of $6.6M (revenue +28.3% year-over-year).
  • 2012: Revenue of $207K, expenses of $355K, and assets of $6.7M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Everett W And Marion E Mitchellfoundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Everett W And Marion E Mitchellfoundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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