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
Is Paula And Cabot Sedgwick Family Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
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.
AI Transparency Report
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.
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?
Based on AI analysis of IRS 990 filings, Paula And Cabot Sedgwick Family Foundation (EIN: 204177878) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.
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. The remaining budget covers administration and fundraising costs.
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.
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.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. | |
|---|---|---|---|---|---|---|
| 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.
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.