THE WINSTON CHURCHILL FOUNDATION O… - Form 990 Financial Data

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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

1959

Legal Domicile

Principal Officer

MICHAEL MORSE

Phone

2127523200

Tax Period

2025-01-01 to 2025-12-31

THE WINSTON CHURCHILL FOUNDATION OF THE UNITED STATES, founded in 1959, is a community nonprofit in the International Affairs sector that reported $4.5M in total revenue in fiscal year 2025. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 48% operating margin.

Mission

THE CHURCHILL FOUNDATION PROVIDES SCHOLARSHIPS FOR GRADUATE STUDENTS IN THE SCIENCES, ENGINEERING AND MATHEMATICS AT THE UNIVERSITY OF CAMBRIDGE, ENGLAND.

Program Service Accomplishments

Program 1

Expenses: $2,074,404

THE FOUNDATION AWARDED EIGHTEEN (18) CHURCHILL SCHOLARSHIPS TO OUTSTANDING AMERICAN COLLEGE AND UNIVERSITY GRADUATES FOR ONE YEAR OF STUDY AND RESEARCH IN THE SCIENCES, ENGINEERING, OR MATHEMATICS AT CHURCHILL COLLEGE, THE UNIVERSITY OF CAMBRIDGE. THE FOUNDATION ALSO AWARDED NINE SPECIAL RESEARCH GRANTS TO CHURCHILL SCHOLARS AND AWARDED FIVE SCHOLARSHIPS FOR THE CHURCHILL SUMMER BURSARY FOR UNDERGRADUATE STUDENTS OF CHURCHILL COLLEGE, CAMBRIDGE, TO DO SUMMER RESEARCH IN THE UNITED STATES.THE FOUNDATION PUBLISHED ITS ANNUAL NEWSLETTER CHURCHILL NEWS AND THE ANNUAL DONORS' REPORT.

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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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,704,108

Program Service Revenue $0

Investment Income $2,835,676

Other Revenue $0

TOTAL REVENUE $4,539,784

Expense Breakdown

Grants Paid $1,704,688

Salaries & Benefits $451,053

Fundraising Expenses $77,227

Program Expenses $2,074,404

Other Expenses $202,452

TOTAL EXPENSES $2,358,193

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,539,784	$3,097,400	+0.5%
Expenses	$2,358,193	$2,149,428	+0.1%
Net Income	$2,181,591	$947,972	+1.3%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$384,384

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK A GERSCHEL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ELIZABETH D MANN	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID D BURROWS	TREASURER	1.00	Officer Director	$0	$0	$0
JAMES A FITZPATRICK JR ESQ	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM L BERNHARD	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH LOEB BRICE	BOARD MEMBER	1.00	Director	$0	$0	$0
RANDOLPH LS CHURCHILL	BOARD MEMBER	1.00	Director	$0	$0	$0
DAME ATHENE DONALD	BOARD MEMBER	1.00	Director	$0	$0	$0
BRADBURY DYER III	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIO J GABELLI	BOARD MEMBER	1.00	Director	$0	$0	$0
DMITRY GREEN	BOARD MEMBER	1.00	Director	$0	$0	$0
WARREN B KANDERS	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS A RUSSO	BOARD MEMBER	1.00	Director	$0	$0	$0
EMMA SOAMES	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANCIS J DOYLE III	BOARD MEMBER	1.00	Director	$0	$0	$0
NICHOLAS NACLERIO	BOARD MEMBER	1.00	Director	$0	$0	$0
ELANA S BRONSON ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL WESLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
PROFESSOR MARK GERSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM F FEEHERY	BOARD MEMBER	1.00	Director	$0	$0	$0
ROY APPELMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN R O'NEIL	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL A MORSE	EXECUTIVE DIRECTOR	40.00	Officer	$310,000	$74,384	$384,384

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
2025	$4,539,784	$2,358,193	$30,538,339	$2,181,591
2024	No data	No data	No data	No data
2023	$1,529,167	$1,955,960	$24,602,432	$-426,793
2022	$1,981,427	$1,940,794	$20,949,210	$40,633
2021	$4,213,003	$1,796,490	$25,815,032	$2,416,513
2020	$2,133,784	$1,163,634	$22,719,794	$970,150
2019	$1,114,870	$1,536,504	$19,570,838	$-421,634
2018	$1,127,583	$1,337,646	$16,854,852	$-210,063

THE WINSTON CHURCHILL FOUNDATION OF THE UNITED STATES