James G Willie Foundation Inc

James G Willie Foundation Inc consistently spends more than it earns, leading to declining assets.

EIN: 202364896 · Logan, UT · NTEE: A54 · Updated: 2026-03-28

$5KRevenue
$568Assets
45/100Mission Score (Fair)
A54
James G Willie Foundation Inc Financial Summary
MetricValue
Total Revenue$5K
Total Expenses$8K
Program Spending75%
Net Assets$644
Transparency Score45/100

Is James G Willie Foundation Inc Legit?

Significant Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
ModerateTransparency
3 FoundRed Flags

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

James G Willie Foundation Inc directs 75% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About James G Willie Foundation Inc

James G Willie Foundation Inc (EIN: 202364896) is a nonprofit organization based in Logan, UT, classified under NTEE code A54. The organization reported total revenue of $5K and total assets of $568 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of James G Willie Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

10Years Operating
MicroSize Classification
5Years of Filings
MixedRevenue Trajectory

James G Willie Foundation Inc is a micro nonprofit that has been operating for 10 years, with 5 years of IRS 990 filings on record (2019–2023). Revenue has grown at a compound annual rate of -2.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$4K
Total Expenses$8K
Surplus / Deficit$-4,285
Total Assets$645
Total Liabilities$1
Net Assets$644
Operating Margin-107.1%
Debt-to-Asset Ratio0.2%
Months of Reserves0.9 months

Financial Health Grade: C

In 2023, James G Willie Foundation Inc reported a deficit of $4K with expenses exceeding revenue, holds 0.9 months of operating reserves (limited), has a debt-to-asset ratio of 0.2% (very low leverage).

Financial Trends

Over 5 years of filings (2019–2023), James G Willie Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -2.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023-38.5%-28.5%-87.4%
2022+62.5%+13.7%-47.6%
2021-81.8%+47.1%-38.4%
2020+388.9%+57.0%+1925.5%

IRS Tax-Exempt Classification

IRS Classification Codes2700
IRS Ruling Date2016

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

AI Transparency Report

The James G Willie Foundation Inc appears to be a very small organization with limited financial activity. Its revenue has fluctuated significantly over the past five years, from a high of $22,000 in 2020 to a low of $4,000 in 2023. Consistently, the organization has reported expenses exceeding its revenue in most recent periods, such as $8,285 in expenses against $4,000 in revenue in 2023, and $11,592 in expenses against $6,500 in revenue in 2022. This indicates a reliance on prior year assets or external funding to cover operational costs, leading to a decline in assets from $15,860 in 2020 to $645 in 2023. Given the minimal assets and revenue, the organization's financial health appears precarious, with a consistent trend of spending more than it earns. Spending efficiency is difficult to fully assess without a detailed breakdown of expenses, but the consistent deficit spending is a concern. The organization reports 0% officer compensation across all filings, which suggests a volunteer-driven leadership or that compensation is not reported in this category. Transparency is generally good through its regular 990 filings, but the lack of detailed program spending information makes it challenging to evaluate the impact of its expenditures. The NTEE code A54 (Scholarships, Student Financial Aid) suggests a program focus, but the small scale of operations and declining assets raise questions about its long-term capacity to fulfill this mission.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates James G Willie Foundation Inc with a Mission Score of 45 out of 100 (Fair). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, James G Willie Foundation Inc allocates its expenses as follows: admin: 15%, programs: 75%, fundraising: 10%. With 75% 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:

$4KTotal Revenue
$8KTotal Expenses
$645Total Assets
$1Total Liabilities
$644Net Assets

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that officers are either unpaid volunteers or their compensation is not categorized as such, which is common for very small, volunteer-led organizations.

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 James G Willie Foundation Inc's IRS 990 filings:

Strengths

The following positive indicators were identified for James G Willie Foundation Inc:

Frequently Asked Questions about James G Willie Foundation Inc

Is James G Willie Foundation Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, James G Willie Foundation Inc (EIN: 202364896) significant concerns. Mission Score: 45/100. 3 red flags identified, 2 strengths noted.

How does James G Willie Foundation Inc spend its money?

James G Willie Foundation Inc directs 75% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to James G Willie Foundation Inc tax-deductible?

James G Willie Foundation Inc is registered as a tax-exempt nonprofit (EIN: 202364896). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of James G Willie Foundation Inc's spending goes to programs?

James G Willie Foundation Inc directs 75% to programs, 10% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does James G Willie Foundation Inc compare to similar nonprofits?

With a transparency score of 45/100 (Fair), James G Willie Foundation Inc is near average for NTEE category A54 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is James G Willie Foundation Inc located?

James G Willie Foundation Inc is headquartered in Logan, Utah and files with the IRS under EIN 202364896. It is classified under NTEE code A54.

How many years of IRS 990 filings does James G Willie Foundation Inc have?

James G Willie Foundation Inc has 5 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 $5K in total revenue.

Is James G Willie Foundation Inc a good charity?

The organization's financial health is concerning due to consistent deficit spending and declining assets. While it reports 0% officer compensation, suggesting volunteer efforts, its ability to sustain its mission given its financial trends is questionable.

What is the primary purpose of James G Willie Foundation Inc?

Based on its NTEE code A54, the primary purpose is likely related to scholarships and student financial aid.

Why are the assets declining?

Assets have declined from $15,860 in 2020 to $645 in 2023 primarily because the organization has consistently spent more than its revenue, for example, $8,285 in expenses against $4,000 in revenue in 2023.

Filing History

IRS 990 filing history for James G Willie Foundation Inc showing financial trends over 5 years of public records:

Over 5 years of IRS 990 filings (2019–2023), James G Willie Foundation Inc's revenue has declined by 11.1%, moving from $5K to $4K. Total assets decreased by 17.6% over the same period, from $783 to $645. Total functional expenses rose by 87.7%, from $4K to $8K. In its most recent filing year (2023), James G Willie Foundation Inc reported a deficit of $4K, with expenses exceeding revenue. The organization holds $1 in liabilities against $645 in assets (debt-to-asset ratio: 0.2%), resulting in net assets of $644.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $4K $8K $645 $1
2022 $7K $12K $5K $597 View 990
2021 $4K $10K $10K $148
2020 $22K $7K $16K $51 View 990
2019 $5K $4K $783 $45 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for James G Willie Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing

Data Sources and Methodology

This transparency report for James G Willie Foundation Inc 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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