Misdee Wrigley And James Mather Miller

Private Foundation Consistently Spends More Than It Earns, Drawing Down Assets

EIN: 201456820 · Sarasota, FL · NTEE: T22 · Updated: 2026-03-28

$639KRevenue
$4.6MAssets
75/100Mission Score (Good)
T22
Misdee Wrigley And James Mather Miller Financial Summary
MetricValue
Total Revenue$639K
Total Expenses$496K
Program Spending90%
Net Assets$4.5M
Transparency Score75/100

Is Misdee Wrigley And James Mather Miller 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 →

Misdee Wrigley And James Mather Miller directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Misdee Wrigley And James Mather Miller

Misdee Wrigley And James Mather Miller (EIN: 201456820) is a nonprofit organization based in Sarasota, FL, classified under NTEE code T22. The organization reported total revenue of $639K and total assets of $4.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Misdee Wrigley And James Mather Miller's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

22Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Misdee Wrigley And James Mather Miller is a small nonprofit that has been operating for 22 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -3.1%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$139K
Total Expenses$496K
Surplus / Deficit$-357,346
Total Assets$4.5M
Total Liabilities$1
Net Assets$4.5M
Operating Margin-257.0%
Debt-to-Asset Ratio0.0%
Months of Reserves108.6 months

Financial Health Grade: B

In 2023, Misdee Wrigley And James Mather Miller reported a deficit of $357K with expenses exceeding revenue, holds 108.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Misdee Wrigley And James Mather Miller's revenue has declined at a compound annual growth rate (CAGR) of -3.1%.

YearRevenue ChangeExpense ChangeAsset Change
2023-37.0%-16.6%-7.4%
2022-65.7%+28.0%-7.2%
2021+68.8%-8.1%+3.6%
2020-12.7%-16.1%-2.4%
2019+150.0%+24.0%-3.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2004

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

AI Transparency Report

Misdee Wrigley And James Mather Miller appears to be a private foundation, given its NTEE code T22 (Private Grantmaking Foundations) and consistent pattern of expenses often exceeding revenue, suggesting grantmaking from an endowment rather than public fundraising. The organization consistently reports zero officer compensation across all available filings, which is a positive indicator of efficient use of funds and lack of self-enrichment at the executive level. However, the organization's assets have shown a declining trend over the past decade, from $5,784,289 in 2012 to $4,490,835 in 2023, while liabilities remain minimal. This asset decline, coupled with expenses frequently outpacing revenue (e.g., $496,376 in expenses vs. $139,030 in revenue in 2023), suggests a consistent draw-down on its principal, which could impact its long-term sustainability if not managed strategically. Transparency is good with consistent 990 filings.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Misdee Wrigley And James Mather Miller with a Mission Score of 75 out of 100 (Good). 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, Misdee Wrigley And James Mather Miller 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:

$139KTotal Revenue
$496KTotal Expenses
$4.5MTotal Assets
$1Total Liabilities
$4.5MNet Assets
  • The organization reported a deficit of $357K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating no direct salary or benefits are paid to officers, which is highly favorable for donor confidence and efficient resource allocation.

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 Misdee Wrigley And James Mather Miller's IRS 990 filings:

  • Consistent decline in total assets over the past decade, from $5,784,289 in 2012 to $4,490,835 in 2023.
  • Expenses frequently exceed revenue, such as $496,376 in expenses versus $139,030 in revenue in 2023, indicating a reliance on drawing down principal.

Strengths

The following positive indicators were identified for Misdee Wrigley And James Mather Miller:

  • Consistent reporting of 0% officer compensation across all filings, demonstrating excellent financial stewardship at the executive level.
  • Minimal liabilities reported consistently ($1 in recent years), indicating strong financial control and low debt burden.
  • Consistent filing of IRS Form 990s, indicating good transparency.

Frequently Asked Questions about Misdee Wrigley And James Mather Miller

Is Misdee Wrigley And James Mather Miller a legitimate charity?

Misdee Wrigley And James Mather Miller (EIN: 201456820) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $639K. 2 red flags identified. 3 strengths noted. Financial health grade: B.

How does Misdee Wrigley And James Mather Miller spend its money?

Misdee Wrigley And James Mather Miller directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Misdee Wrigley And James Mather Miller tax-deductible?

Misdee Wrigley And James Mather Miller is registered as a tax-exempt nonprofit (EIN: 201456820). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Misdee Wrigley And James Mather Miller compare to similar nonprofits?

With a transparency score of 75/100 (Good), Misdee Wrigley And James Mather Miller is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Misdee Wrigley And James Mather Miller located?

Misdee Wrigley And James Mather Miller is headquartered in Sarasota, Florida and files with the IRS under EIN 201456820. It is classified under NTEE code T22.

How many years of IRS 990 filings does Misdee Wrigley And James Mather Miller have?

Misdee Wrigley And James Mather Miller has 10 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 $639K in total revenue.

Is Misdee Wrigley And James Mather Miller a good charity?

As a private grantmaking foundation, its 'goodness' is typically assessed by its grantmaking impact rather than direct charitable services. The consistent zero officer compensation is a strong positive. However, the sustained decline in assets due to expenses exceeding revenue warrants attention regarding its long-term financial strategy.

Why are assets declining?

The organization's assets have decreased from $5,784,289 in 2012 to $4,490,835 in 2023. This decline is primarily due to expenses frequently exceeding revenue, indicating that the foundation is spending more than it generates from investments or contributions, drawing down its principal over time.

What is the organization's primary activity?

Based on its NTEE code T22 (Private Grantmaking Foundations), its primary activity is making grants to other organizations or individuals, rather than directly operating programs.

Filing History

IRS 990 filing history for Misdee Wrigley And James Mather Miller showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Misdee Wrigley And James Mather Miller's revenue has declined by 31.5%, moving from $203K to $139K. Total assets decreased by 2.8% over the same period, from $4.6M to $4.5M. Total functional expenses rose by 14.7%, from $433K to $496K. In its most recent filing year (2023), Misdee Wrigley And James Mather Miller reported a deficit of $357K, with expenses exceeding revenue. The organization holds $1 in liabilities against $4.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.5M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $139K $496K $4.5M $1
2022 $221K $596K $4.8M $1 View 990
2021 $644K $465K $5.2M $1 View 990
2020 $382K $506K $5.0M $1 View 990
2019 $437K $603K $5.2M $1
2015 $175K $486K $5.3M $1 View 990
2014 $572K $497K $5.7M $1 View 990
2013 $278K $485K $5.6M $1 View 990
2012 $1.5M $347K $5.8M $0 View 990
2011 $203K $433K $4.6M $2K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $139K, expenses of $496K, and assets of $4.5M (revenue -37.0% year-over-year).
  • 2022: Revenue of $221K, expenses of $596K, and assets of $4.8M (revenue -65.7% year-over-year).
  • 2021: Revenue of $644K, expenses of $465K, and assets of $5.2M (revenue +68.8% year-over-year).
  • 2020: Revenue of $382K, expenses of $506K, and assets of $5.0M (revenue -12.7% year-over-year).
  • 2019: Revenue of $437K, expenses of $603K, and assets of $5.2M (revenue +150.0% year-over-year).
  • 2015: Revenue of $175K, expenses of $486K, and assets of $5.3M (revenue -69.4% year-over-year).
  • 2014: Revenue of $572K, expenses of $497K, and assets of $5.7M (revenue +106.2% year-over-year).
  • 2013: Revenue of $278K, expenses of $485K, and assets of $5.6M (revenue -81.6% year-over-year).
  • 2012: Revenue of $1.5M, expenses of $347K, and assets of $5.8M (revenue +645.4% year-over-year).
  • 2011: Revenue of $203K, expenses of $433K, and assets of $4.6M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Misdee Wrigley And James Mather Miller:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Misdee Wrigley And James Mather Miller 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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