Miller-sweezy Charitable Trust is a 501(c)(3) organization based in Bridgehampton, New York, registered in 1987, with $201,186 in FY2023 revenue. CharityIndex grades it C.
Revenue (FY2023)
$201K
▼ 7.4% vs prior year
Expenses (FY2023)
$223K
Net assets
$46K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Miller-sweezy Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Miller-sweezy Charitable Trust: 2 mo reserves · -11% margin earns a C+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Miller-sweezy Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Miller-sweezy Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $201K (FY2013) to $201K (FY2023) across 11 reported years.
Financial snapshot
Operating margin
-11.1%
Spent more than it raised in the latest fiscal year.
Total assets
$46K
Total liabilities
$0
Net assets
$46K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $201,186▼7.4% | $223,436▼20.1% | $46,317▼30.4% | $46,317▼32.5% | 990PF |
| 2022 | $217,287▼37.4% | $279,795▲25.6% | $66,567▼48.4% | $68,567▼47.3% | 990PF |
| 2021 | $346,854▼19.5% | $222,709▼56.1% | $129,076▲2466% | $130,075▼4.1% | 990PF |
| 2020 | $430,625▲16.6% | $507,596▲50.6% | $5,031▼93.9% | $135,697▲65.5% | 990PF |
| 2019 | $369,262▲377% | $337,030▼23.2% | $82,002▲64.8% | $82,002▲64.8% | 990PF |
| 2018 | $77,493▼88.9% | $439,039▲11.9% | $49,770▼87.9% | $49,770▼87.9% | 990PF |
| 2017 | $697,210▲67.7% | $392,222▲6.3% | $411,316▲287% | $411,316▲287% | 990PF |
| 2016 | $415,644▲194% | $368,984▲111% | $106,328▲86.3% | $106,328▲86.3% | 990PF |
| 2015 | $141,267▼6.9% | $175,130▼10.2% | $57,073▼37.2% | $57,073▼37.2% | 990PF |
| 2014 | $151,788▼24.6% | $195,012▼7.0% | $90,936▼32.2% | $90,936▼32.2% | 990PF |
| 2013 | $201,269 | $209,618▼32.4% | $134,160▼5.9% | $134,160▼6.9% | 990PF |
| 2012 | — | $310,010 | $142,509 | $144,171 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Miller-sweezy Charitable Trust (EIN 13-3395958) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.