TRUST UW WILLIAM E WHITNEY

EIN: 042795485 501(c)(3)

BOSTON, MA

Total Revenue
$46,088
Total Expenses
$19,353
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
MA
Phone
6176640665
Tax Period
2022-04-01 to 2023-03-31

TRUST UW WILLIAM E WHITNEY, founded in 1977, is a micro nonprofit that reported $46K in total revenue in fiscal year 2022. The organization ran a surplus of $27K, a strong 58% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT TO HARVARD COLLEGE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $46,088
Other Revenue $0
TOTAL REVENUE $46,088

Expense Breakdown

Grants Paid $16,876
Salaries & Benefits $2,393
Fundraising Expenses $0
Program Expenses $17,354
Other Expenses $84
TOTAL EXPENSES $19,353

Year-over-Year Comparison

2022 2021 Change
Revenue $46,088 $44,918 +0.0%
Expenses $19,353 $28,484 -0.3%
Net Income $26,735 $16,434 +0.6%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STATE STREET GLOBAL ADVISORS TRUST TRUSTEE 1.0
$2,393 $0 $2,393
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2023 $46,088 $19,353 No data $26,735
2022 $44,918 $28,484 $369,132 $16,434
2021 $50,679 $32,817 $352,698 $17,862
2020 $24,245 $18,018 $334,836 $6,227
2019 $31,586 $18,050 $328,609 $13,536
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