Sidney & Phyllis Wragge Foundation Inc

Sidney & Phyllis Wragge Foundation consistently spends more than it earns, drawing down assets.

EIN: 136272106 · Sherborn, MA · Updated: 2026-03-28

$65KRevenue
$285KAssets
70/100Mission Score (Good)
Sidney & Phyllis Wragge Foundation Inc Financial Summary
MetricValue
Total Revenue$65K
Total Expenses$38K
Program Spending85%
Net Assets$301K
Transparency Score70/100

Is Sidney & Phyllis Wragge Foundation Inc 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 →

Sidney & Phyllis Wragge Foundation Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Sidney & Phyllis Wragge Foundation Inc

Sidney & Phyllis Wragge Foundation Inc (EIN: 136272106) is a nonprofit organization based in Sherborn, MA. The organization reported total revenue of $65K and total assets of $285K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sidney & Phyllis Wragge Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

58Years Operating
MicroSize Classification
9Years of Filings
MixedRevenue Trajectory

Sidney & Phyllis Wragge Foundation Inc is a micro nonprofit that has been operating for 58 years, with 9 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of 4.8%.

Key Financial Metrics (2022)

From the most recent IRS 990 filing on record:

Total Revenue$34K
Total Expenses$38K
Surplus / Deficit$-3,369
Total Assets$301K
Total Liabilities$1
Net Assets$301K
Operating Margin-9.9%
Debt-to-Asset Ratio0.0%
Months of Reserves96.2 months

Financial Health Grade: B

In 2022, Sidney & Phyllis Wragge Foundation Inc reported a deficit of $3K with expenses exceeding revenue, holds 96.2 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 (2011–2022), Sidney & Phyllis Wragge Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 4.8%.

YearRevenue ChangeExpense ChangeAsset Change
2022+76.0%-0.4%-1.1%
2021+190.5%+0.0%-5.8%
2020-83.1%+2.7%-8.7%
2019+21.1%+0.2%+6.6%
2015+102.4%+0.0%-1.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1968

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

AI Transparency Report

The Sidney & Phyllis Wragge Foundation Inc. appears to be a small private foundation with consistent financial activity over the past decade. Its revenue has fluctuated, but generally remains below its expenses, leading to a gradual decline in assets from $375,212 in 2011 to $301,052 in 2022. For instance, in 2022, the organization reported revenue of $34,173 against expenses of $37,542. This consistent deficit spending, while not immediately critical for an endowed foundation, indicates that the organization is drawing down its principal over time rather than growing its endowment or operating solely on investment income. Regarding spending efficiency, without a detailed breakdown of expenses (program, administrative, fundraising) from the provided data, it's challenging to fully assess. However, the consistent expense levels, typically around $36,000-$39,000 annually, suggest a stable operational footprint. The absence of officer compensation is a positive indicator of efficiency and dedication to mission, as it means all expenses are directed towards operations or grants. Transparency is generally good, given the consistent filing of IRS Form 990s, which provides public access to their financial data. Overall, the foundation demonstrates financial stability in terms of asset base, but its long-term sustainability relies on either increasing revenue generation or reducing expenses, as the current trend of spending more than it earns is not sustainable indefinitely. Its small size and lack of officer compensation suggest a lean operation, likely focused on grantmaking.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Sidney & Phyllis Wragge Foundation Inc with a Mission Score of 70 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

According to IRS 990 filings, Sidney & Phyllis Wragge Foundation Inc allocates its expenses as follows: admin: 15%, programs: 85%, fundraising: 0%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2022)

From the most recent IRS 990 filing on record:

$34KTotal Revenue
$38KTotal Expenses
$301KTotal Assets
$1Total Liabilities
$301KNet Assets

Executive Compensation Analysis

Executive compensation has consistently been reported as 0% of expenses across all available filings, indicating that the organization's leadership is unpaid, which is a strong positive for efficiency and dedication to 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 Sidney & Phyllis Wragge Foundation Inc's IRS 990 filings:

Strengths

The following positive indicators were identified for Sidney & Phyllis Wragge Foundation Inc:

Frequently Asked Questions about Sidney & Phyllis Wragge Foundation Inc

Is Sidney & Phyllis Wragge Foundation Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, Sidney & Phyllis Wragge Foundation Inc (EIN: 136272106) some concerns. Mission Score: 70/100. 2 red flags identified, 3 strengths noted.

How does Sidney & Phyllis Wragge Foundation Inc spend its money?

Sidney & Phyllis Wragge Foundation Inc directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Sidney & Phyllis Wragge Foundation Inc tax-deductible?

Sidney & Phyllis Wragge Foundation Inc is registered as a tax-exempt nonprofit (EIN: 136272106). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Sidney & Phyllis Wragge Foundation Inc located?

Sidney & Phyllis Wragge Foundation Inc is headquartered in Sherborn, Massachusetts and files with the IRS under EIN 136272106.

How many years of IRS 990 filings does Sidney & Phyllis Wragge Foundation Inc have?

Sidney & Phyllis Wragge Foundation Inc 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 $65K in total revenue.

What are the primary programs or grants funded by the Sidney & Phyllis Wragge Foundation?

The provided IRS 990 data does not detail specific programs or grant recipients. Further investigation into the full 990 forms would be needed to understand their programmatic activities.

Is the foundation's asset decline a concern for its long-term viability?

Yes, the consistent decline in assets, from $375,212 in 2011 to $301,052 in 2022, is a concern for long-term viability if the trend of expenses exceeding revenue continues without a plan to replenish the endowment or increase income.

How does the foundation generate its revenue?

The provided data only shows total revenue. Without access to the full 990 forms, it's not possible to determine the specific sources of revenue (e.g., investment income, contributions, etc.).

Filing History

IRS 990 filing history for Sidney & Phyllis Wragge Foundation Inc showing financial trends over 9 years of public records:

Over 9 years of IRS 990 filings (2011–2022), Sidney & Phyllis Wragge Foundation Inc's revenue has grown by 67.1%, moving from $20K to $34K. Total assets decreased by 19.8% over the same period, from $375K to $301K. Total functional expenses fell by 5.3%, from $40K to $38K. In its most recent filing year (2022), Sidney & Phyllis Wragge Foundation Inc reported a deficit of $3K, with expenses exceeding revenue. The organization holds $1 in liabilities against $301K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $301K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2022 $34K $38K $301K $1 View 990
2021 $19K $38K $304K $1 View 990
2020 $7K $38K $323K $0 View 990
2019 $40K $37K $354K $0 View 990
2015 $33K $37K $332K $0 View 990
2014 $16K $37K $336K $0 View 990
2013 $25K $37K $356K $0 View 990
2012 $29K $36K $368K $0 View 990
2011 $20K $40K $375K $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Sidney & Phyllis Wragge Foundation Inc:

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 Sidney & Phyllis Wragge 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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