Paula And Cabot Sedgwick Family Foundation

Paula And Cabot Sedgwick Family Foundation maintains over $11 million in assets while consistently spending more than its annual revenue.

EIN: 204177878 · Nogales, AZ · NTEE: K05 · Updated: 2026-03-28

$2.2MRevenue
$11.5MAssets
85/100Mission Score (Excellent)
K05

Resolve This Donation Decision

Should someone trust, compare, or avoid Paula And Cabot Sedgwick Family Foundation?

This page is being rebuilt as a decision workflow: verify the public record, understand where money goes, compare better nearby or category peers, then save the evidence into a report or watchlist when the decision matters.

Source Check Matrix

What Has Been Verified vs. What Needs Human Review

Identity resolved verified

Paula And Cabot Sedgwick Family Foundation is mapped to EIN 204177878.

IRS BMF exempt record needs review

Open IRS TEOS or BMF source before relying on exemption status.

IRS Pub 78 deductibility needs review

Pub 78 eligibility should be verified in IRS TEOS before money changes hands.

IRS automatic revocation needs review

Check the official auto-revocation bulk source or cached evidence before relying on current exemption.

IRS Form 990 index verified

10 stored filing years available.

Raw 990 source linked

Open ProPublica to verify the raw filing record and PDFs.

Filing depth verified

10 stored filing years available.

State charity registration manual confirmation

Open AZ charity regulator via NASCO; the workflow stops for human confirmation unless a stable source is cached.

Candid / GuideStar profile api pending

Candid API access is not configured; open manually and do not count as verified evidence.

Charity Navigator rating api pending

Charity Navigator API access is not configured; open manually and do not count as verified evidence.

Source and Resolution Links

Finish the Investigation Outside Our Dataset

When the answer lives with the IRS, ProPublica, Candid, Charity Navigator, or the nonprofit itself, NonprofitSpending links out instead of trapping the user on a partial answer.

IRS tax-exempt lookup

Verify exemption status and deductibility directly with the IRS.

IRS bulk evidence downloads

Check Pub 78, automatic revocation, 990-N, and Form 990 bulk evidence sources.

IRS EO BMF extract

Open the official Business Master File extract source for tax-exempt organization records.

ProPublica 990 source

Open the raw filing record and filing PDFs outside NonprofitSpending.

AZ charity regulator via NASCO

Confirm state charity registration or solicitation status where applicable.

Candid profile search

Look for GuideStar/Candid profile details, programs, leadership, and seals.

Charity Navigator search

Check whether another evaluator has ratings or impact context.

Workflow Engine

Queries We Should Resolve, Not Just Answer

Search Console demand points to task completion. Each workflow can run calculations, source checks, external lookups, comparisons, and report/export capture around this nonprofit.

Verify tax status Runnable

Triggered by: 501(c)(3), tax deductible, EIN

IRS status check plus source links

Verify official evidence Runnable

Triggered by: IRS Pub 78, BMF, revocation, 990 index, state registration

Official-source evidence matrix with human stops where a state portal must be checked.

Find source filings Runnable

Triggered by: 990 PDF, annual report, filing record

10 stored filing years plus ProPublica source

Crunch money signals Runnable

Triggered by: program expense ratio, CEO salary, revenue, grants

95% program spend, health grade B

Compare alternatives Runnable

Triggered by: best charities, similar nonprofits, compare

4 peer options surfaced

Resolve leadership and board Runnable

Triggered by: executive team, trustees, officer pay

Use 990 compensation disclosures and external profile links.

Donation decision copilot Runnable

Triggered by: should I donate, give or compare, charity safety

Eligibility, money signals, sources, peer context, and next action.

Grantmaker due diligence Runnable

Triggered by: foundation review, grant risk, grantee capacity

Foundation-style packet across filings, finances, governance, and gaps.

Impact evidence finder Runnable

Triggered by: outcomes, annual report, cost effectiveness

Separate actual impact evidence from raw 990 financial cleanliness.

Room for more funding Runnable

Triggered by: would my donation help, funding gap, marginal impact

Revenue trend, runway, surplus/deficit, and source follow-ups.

Operator transparency diagnostic Runnable

Triggered by: how does my nonprofit look to donors

Profile, filing, impact, and transparency improvements to earn trust.

Paula And Cabot Sedgwick Family Foundation Financial Summary
MetricValue
Total Revenue$2.2M
Total Expenses$372K
Program Spending95%
Net Assets$11.3M
Transparency Score85/100

Search Intent Cockpit

Paula And Cabot Sedgwick Family Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals

Paula And Cabot Sedgwick Family Foundation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Paula And Cabot Sedgwick Family Foundation in one place.

Form 990 Filing Summary

10 filing years are available, with latest revenue of $168K and expenses of $372K.

Revenue and Expenses

Paula And Cabot Sedgwick Family Foundation reported $168K in revenue and $372K in expenses, a deficit of $204K.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

85/100 mission score, 1 red flag, and 4 strengths are shown from structured and AI review.

Is Paula And Cabot Sedgwick Family Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

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

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
95%Program Expense
$0Grants Paid
10Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Paula And Cabot Sedgwick Family Foundation Expense Deployment
Program services$354K (95%)

Across stored filings, Paula And Cabot Sedgwick Family Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

Decision Cockpit

One-Stop Donor, Research, and Peer Context Hub

Paula And Cabot Sedgwick Family Foundation Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySome ConcernsGood filing record; 1 red flag identified
Mission spend95% to programsExcellent
Financial durabilityGrade B10 stored filing years
Peer contextCompare with Real J Daigle Evangelistic CorporationArizona and Category K context

Trust Check

Review legitimacy, deductibility, red flags, and filing consistency.

Open charity check →

Peer Benchmark

Compare against real state and category peers.

Compare with Real J Daigle Evangelistic Corporation →
All Arizona nonprofits
All Category K

Local and Sector Spokes

Move into this nonprofit's local market, category, and sector maps.

Nogales, AZ nonprofits
Category K in Arizona
Human Services in Arizona

Follow the Money

Jump into spending, compensation, rankings, and filing-year evidence.

State spending analysis
State compensation analysis
Category K spending
Best Category K charities in Arizona
Relevant rankings

Donation Decision Flow

From Trust Check to Better Alternatives

1

Verify

Some Concerns. Check deductibility, filings, and red flags.

2

Understand money

95% of spending goes to programs.

3

Compare

Benchmark against Real J Daigle Evangelistic Corporation.

4

Decide

Build a shortlist, compare alternatives, and review the latest filing before giving.

Alternative Shopping

Similar Nonprofits Donors Should Compare

Browse the full Category K peer market in Arizona →

Next Best Actions

Keep the Investigation Moving

Verify legitimacy

Open the focused charity-check flow before donating.

Compare a peer

Benchmark against Real J Daigle Evangelistic Corporation.

Find best peers

See best Category K charities in Arizona.

Inspect local compensation

See whether pay levels look unusual in this state.

Research Workflow

Turn this Form 990 profile into a donor-ready report

Request a concise report for Paula And Cabot Sedgwick Family Foundation with revenue, expenses, executive compensation, red flags, peer context, and IRS source links. You can also request CSV exports or watchlist updates for future filings.

Get spending reportDonor-ready PDF summary.
Request CSV exportFiling-year data for research.
Watch this nonprofitUpdates when public data changes.

Early access request only. Reports and exports are informational and based on public IRS records, not financial or legal advice.

Paula And Cabot Sedgwick Family Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Paula And Cabot Sedgwick Family Foundation

Paula And Cabot Sedgwick Family Foundation (EIN: 204177878) is a nonprofit organization based in Nogales, AZ, classified under NTEE code K05. The organization reported total revenue of $2.2M and total assets of $11.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Paula And Cabot Sedgwick Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Paula And Cabot Sedgwick Family Foundation is a mid-size nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -7.3%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$168K
Total Expenses$372K
Surplus / Deficit$-204,037
Total Assets$11.3M
Total Liabilities$1
Net Assets$11.3M
Operating Margin-121.2%
Debt-to-Asset Ratio0.0%
Months of Reserves365.7 months

Financial Health Grade: B

In 2023, Paula And Cabot Sedgwick Family Foundation reported a deficit of $204K with expenses exceeding revenue, holds 365.7 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), Paula And Cabot Sedgwick Family Foundation's revenue has declined at a compound annual growth rate (CAGR) of -7.3%.

YearRevenue ChangeExpense ChangeAsset Change
2023-28.0%+9.9%+2.3%
2022-62.3%+6.8%-10.3%
2021+137.8%-12.1%+0.8%
2020+7.3%+8.1%+4.3%
2019+13.9%-19.5%+11.1%

IRS Tax-Exempt Classification

IRS Classification Codes2000
IRS Ruling Date2007

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

AI Transparency Report

The Paula And Cabot Sedgwick Family Foundation operates as a private foundation, as indicated by its consistent revenue and asset levels over the past decade. The organization's financial health appears stable, with assets consistently over $10 million, reaching $11,497,208 in the latest filing. However, the foundation has consistently spent more than it has brought in through revenue in most recent years, for example, in 2023, revenue was $168,313 while expenses were $372,350. This suggests it is drawing down on its endowment or relying on investment returns not fully captured in the 'revenue' line item, which is typical for private foundations. Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, which are not provided in the summary data. However, as a private foundation, its primary function is grantmaking, which is inherently program-focused. The consistent lack of reported officer compensation (0% in all available filings) suggests a lean operational structure, potentially indicating high efficiency in administrative costs. Transparency is generally good, with 10 years of consistent IRS 990 filings available, demonstrating regular financial reporting.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Paula And Cabot Sedgwick Family Foundation 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: 5%
  • programs: 95%
  • fundraising: 0%

According to IRS 990 filings, Paula And Cabot Sedgwick Family Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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:

$168KTotal Revenue
$372KTotal Expenses
$11.3MTotal Assets
$1Total Liabilities
$11.3MNet Assets
  • The organization reported a deficit of $204K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that the foundation's officers are either unpaid volunteers or compensated through other means not reported as direct officer compensation, which is common for smaller family foundations.

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 Paula And Cabot Sedgwick Family Foundation's IRS 990 filings:

  • Consistent annual expenses exceeding reported revenue, suggesting reliance on endowment drawdowns or unreported investment income.

Strengths

The following positive indicators were identified for Paula And Cabot Sedgwick Family Foundation:

  • Strong and stable asset base, consistently over $10 million for the past decade.
  • No reported officer compensation, indicating a potentially volunteer-led or very lean administrative structure.
  • Consistent IRS 990 filing history, demonstrating good financial transparency.
  • Low liabilities across all reported periods, indicating sound financial management.

Frequently Asked Questions about Paula And Cabot Sedgwick Family Foundation

Is Paula And Cabot Sedgwick Family Foundation a legitimate charity?

Paula And Cabot Sedgwick Family Foundation (EIN: 204177878) is a registered tax-exempt nonprofit based in Arizona. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.2M. 1 red flag identified. 4 strengths noted. Financial health grade: B.

How does Paula And Cabot Sedgwick Family Foundation spend its money?

Paula And Cabot Sedgwick Family Foundation directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Paula And Cabot Sedgwick Family Foundation tax-deductible?

Paula And Cabot Sedgwick Family Foundation is registered as a tax-exempt nonprofit (EIN: 204177878). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Paula And Cabot Sedgwick Family Foundation compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Paula And Cabot Sedgwick Family Foundation is above average for NTEE category K05 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Paula And Cabot Sedgwick Family Foundation located?

Paula And Cabot Sedgwick Family Foundation is headquartered in Nogales, Arizona and files with the IRS under EIN 204177878. It is classified under NTEE code K05.

How many years of IRS 990 filings does Paula And Cabot Sedgwick Family Foundation have?

Paula And Cabot Sedgwick Family Foundation 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 $2.2M in total revenue.

Is the Paula And Cabot Sedgwick Family Foundation a good charity?

As a private family foundation, its primary purpose is to distribute grants, which it appears to do consistently. Its financial stability with over $11 million in assets and lack of reported officer compensation are positive indicators. However, without detailed grant recipient information, it's hard to fully assess its impact.

Why does the foundation consistently spend more than its revenue?

This is typical for private foundations that primarily generate revenue from investment returns on their endowment. The 'revenue' figure often reflects only a portion of total financial inflows, and foundations frequently draw from their principal or accumulated investment gains to meet their grantmaking obligations and operational expenses, especially given the consistent asset base.

What is the foundation's primary focus?

Based on the NTEE Code K05, the foundation is categorized under 'Philanthropy, Voluntarism, and Grantmaking Foundations,' specifically 'Private Grantmaking Foundations.' This indicates its primary focus is making grants to other organizations or individuals.

Filing History

IRS 990 filing history for Paula And Cabot Sedgwick Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Paula And Cabot Sedgwick Family Foundation's revenue has declined by 59.8%, moving from $419K to $168K. Total assets decreased by 0.4% over the same period, from $11.4M to $11.3M. Total functional expenses fell by 35.1%, from $574K to $372K. In its most recent filing year (2023), Paula And Cabot Sedgwick Family Foundation reported a deficit of $204K, with expenses exceeding revenue. The organization holds $1 in liabilities against $11.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $11.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $168K $372K $11.3M $1
2022 $234K $339K $11.1M $1
2021 $620K $317K $12.4M $1 View 990
2020 $261K $361K $12.3M $21K
2019 $243K $334K $11.8M $1
2015 $213K $415K $10.6M $4K View 990
2014 $262K $449K $10.8M $2K View 990
2013 $326K $492K $11.0M $7K View 990
2012 $305K $558K $11.1M $1 View 990
2011 $419K $574K $11.4M $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $168K, expenses of $372K, and assets of $11.3M (revenue -28.0% year-over-year).
  • 2022: Revenue of $234K, expenses of $339K, and assets of $11.1M (revenue -62.3% year-over-year).
  • 2021: Revenue of $620K, expenses of $317K, and assets of $12.4M (revenue +137.8% year-over-year).
  • 2020: Revenue of $261K, expenses of $361K, and assets of $12.3M (revenue +7.3% year-over-year).
  • 2019: Revenue of $243K, expenses of $334K, and assets of $11.8M (revenue +13.9% year-over-year).
  • 2015: Revenue of $213K, expenses of $415K, and assets of $10.6M (revenue -18.4% year-over-year).
  • 2014: Revenue of $262K, expenses of $449K, and assets of $10.8M (revenue -19.8% year-over-year).
  • 2013: Revenue of $326K, expenses of $492K, and assets of $11.0M (revenue +6.9% year-over-year).
  • 2012: Revenue of $305K, expenses of $558K, and assets of $11.1M (revenue -27.2% year-over-year).
  • 2011: Revenue of $419K, expenses of $574K, and assets of $11.4M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Paula And Cabot Sedgwick Family Foundation:

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 Paula And Cabot Sedgwick Family Foundation 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.

Other Nonprofits in Arizona

Explore more nonprofits based in Arizona with AI-powered transparency reports.

View all Arizona nonprofits →

Similar Organizations (NTEE K05)

Other nonprofits classified under NTEE code K05.

View all K05 nonprofits →

Explore Related Nonprofits

Browse by State