The Sizer Foundation Inc

The Sizer Foundation maintains stable assets with no officer compensation, but experienced significant deficit spending in 2021.

EIN: 141874834 · Devens, MA · NTEE: B12 · Updated: 2026-03-28

$713KRevenue
$5.6MAssets
88/100Mission Score (Excellent)
B12
The Sizer Foundation Inc Financial Summary
MetricValue
Total Revenue$713K
Total Expenses$449K
Program Spending85%
CEO/Top Officer Pay$5
Net Assets$1.9M
Transparency Score88/100

Is The Sizer 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 →

The Sizer Foundation Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About The Sizer Foundation Inc

The Sizer Foundation Inc (EIN: 141874834) is a nonprofit organization based in Devens, MA, classified under NTEE code B12. The organization reported total revenue of $713K and total assets of $5.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Sizer Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

22Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

The Sizer Foundation Inc is a small nonprofit that has been operating for 22 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$427K
Total Expenses$449K
Surplus / Deficit$-21,672
Total Assets$5.8M
Total Liabilities$3.9M
Net Assets$1.9M
Operating Margin-5.1%
Debt-to-Asset Ratio66.8%
Months of Reserves155.6 months

Financial Health Grade: C

In 2023, The Sizer Foundation Inc reported a deficit of $22K with expenses exceeding revenue, holds 155.6 months of operating reserves (strong position), has a debt-to-asset ratio of 66.8% (high leverage).

Financial Trends

Over 13 years of filings (2011–2023), The Sizer Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 0.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023-26.0%-7.0%-4.8%
2022+29.3%-47.5%-2.5%
2021+8.5%+110.8%+2.1%
2020+15.8%+17.3%+8.8%
2019-41.5%-39.8%-6.5%

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

The Sizer Foundation Inc demonstrates consistent financial operations with a stable asset base, currently at $5,635,217. Over the past decade, the organization has generally managed its expenses within or close to its revenue, though there have been periods of deficit spending, notably in 202106 where expenses ($919,650) significantly exceeded revenue ($446,380). The foundation's liabilities have shown an increasing trend over the years, reaching $3,886,879 in 202306, which warrants attention relative to its assets. The consistent reporting of 0% officer compensation across all available filings indicates a strong commitment to directing funds towards its mission rather than executive salaries, enhancing its transparency and public trust. While the overall financial health appears stable, the fluctuating revenue and expense figures suggest a need for consistent financial planning to avoid significant deficits. The organization's NTEE code B12 (Elementary & Secondary Education) implies a focus on educational programs. Without a detailed breakdown of expenses into program, administrative, and fundraising categories, it's challenging to fully assess spending efficiency. However, the absence of officer compensation is a positive indicator of efficient resource allocation at the leadership level. To further enhance transparency, the organization could provide more detailed breakdowns of its expenses in its public filings, allowing stakeholders to better understand how funds are allocated across its programs and supporting activities. The consistent filing of IRS Form 990s over 13 periods demonstrates a commitment to regulatory compliance and public disclosure.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates The Sizer Foundation Inc with a Mission Score of 88 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

According to IRS 990 filings, The Sizer Foundation Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% 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:

$427KTotal Revenue
$449KTotal Expenses
$5.8MTotal Assets
$3.9MTotal Liabilities
$1.9MNet Assets

Executive Compensation Analysis

The Sizer Foundation Inc consistently reports 0% officer compensation across all 13 available filings, indicating that no funds are allocated to executive salaries, which is highly commendable for a foundation of its size with assets over $5 million.

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 The Sizer Foundation Inc's IRS 990 filings:

Strengths

The following positive indicators were identified for The Sizer Foundation Inc:

Frequently Asked Questions about The Sizer Foundation Inc

Is The Sizer Foundation Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, The Sizer Foundation Inc (EIN: 141874834) some concerns. Mission Score: 88/100. 2 red flags identified, 4 strengths noted.

How does The Sizer Foundation Inc spend its money?

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

Are donations to The Sizer Foundation Inc tax-deductible?

The Sizer Foundation Inc is registered as a tax-exempt nonprofit (EIN: 141874834). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the The Sizer Foundation Inc CEO make?

The Sizer Foundation Inc's highest-compensated officer earns $5 annually. The organization reported $713K in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of The Sizer Foundation Inc's spending goes to programs?

The Sizer Foundation Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does The Sizer Foundation Inc compare to similar nonprofits?

With a transparency score of 88/100 (Excellent), The Sizer Foundation Inc is above average for NTEE category B12 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is The Sizer Foundation Inc located?

The Sizer Foundation Inc is headquartered in Devens, Massachusetts and files with the IRS under EIN 141874834. It is classified under NTEE code B12.

How many years of IRS 990 filings does The Sizer Foundation Inc have?

The Sizer Foundation Inc has 13 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 $713K in total revenue.

Is The Sizer Foundation Inc a good charity?

Based on the available data, The Sizer Foundation Inc appears to be a good charity. It has a stable asset base, consistently files its IRS 990s, and notably reports 0% officer compensation, indicating a strong commitment to its mission. However, a full assessment would benefit from a detailed breakdown of program spending.

How has the organization's financial stability changed over time?

The organization's assets have grown from $4,914,910 in 201406 to $5,822,498 in 202306, indicating overall growth. However, liabilities have also increased significantly from $2,932,960 to $3,886,879 in the same period, suggesting a need to monitor its debt-to-asset ratio. Revenue and expenses have fluctuated, with a notable deficit in 202106 where expenses ($919,650) were more than double the revenue ($446,380).

What is the trend in the organization's liabilities?

The organization's liabilities have shown a general upward trend over the past decade, increasing from $2,932,960 in 201406 to $3,886,879 in 202306. This consistent increase in liabilities relative to assets warrants careful monitoring.

Filing History

IRS 990 filing history for The Sizer Foundation Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), The Sizer Foundation Inc's revenue has grown by 6.2%, moving from $402K to $427K. Total assets increased by 8% over the same period, from $5.4M to $5.8M. Total functional expenses rose by 54.5%, from $291K to $449K. In its most recent filing year (2023), The Sizer Foundation Inc reported a deficit of $22K, with expenses exceeding revenue. The organization holds $3.9M in liabilities against $5.8M in assets (debt-to-asset ratio: 66.8%), resulting in net assets of $1.9M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $427K $449K $5.8M $3.9M View 990
2022 $577K $483K $6.1M $4.2M View 990
2021 $446K $920K $6.3M $4.4M View 990
2020 $411K $436K $6.1M $3.8M View 990
2019 $355K $372K $5.6M $3.3M View 990
2018 $607K $617K $6.0M $3.6M View 990
2017 $638K $416K $5.1M $2.7M View 990
2016 $462K $352K $4.7M $2.5M View 990
2015 $446K $345K $4.8M $2.7M View 990
2014 $415K $317K $4.9M $2.9M View 990
2013 $421K $327K $5.1M $3.2M View 990
2012 $419K $306K $5.2M $3.4M View 990
2011 $402K $291K $5.4M $3.8M View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for The Sizer Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for The Sizer 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.

Other Nonprofits in Massachusetts

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

View all Massachusetts nonprofits →

Similar Organizations (NTEE B12)

Other nonprofits classified under NTEE code B12.

View all B12 nonprofits →

Explore Related Nonprofits

Browse by State