WELLINGTON MANAGEMENT FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Phone

6179515000

Tax Period

2023-01-01 to 2023-12-31

WELLINGTON MANAGEMENT FOUNDATION, founded in 1992, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.5M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $8.4M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO SUPPORT BEST-IN-CLASS PROGRAMS AND ORGANIZATIONS IN OUR COMMUNITIES THAT IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES FOR UNDER-RESOURCED YOUTH.

Program Service Accomplishments

Program 1

Expenses: $8,133,238 Revenue: $0

GRANTS TO CHARITABLE ORGANIZATIONS - IN 2023 THE FOUNDATION FUNDED 84 DOMESTIC ORGANIZATIONS AND 16 FOREIGN ORGANIZATIONS WITH GRANTS RANGING IN SIZE FROM $30,000 TO $1,026,000. WELLINGTON MANAGEMENT COMPANY LLP (WMC) PAYS THE OPERATING EXPENSES OF THE FOUNDATION AND PROVIDES OFFICE SPACE, INVESTMENT ADVISORY SERVICES AND ADMINISTRATIVE SUPPORT, VALUED AT $309,116, AT NO CHARGE TO THE FOUNDATION. DURING 2023, WMC PAID FOUNDATION EXPENSES THAT TOTALED $59,165.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,178,244

Program Service Revenue $0

Investment Income $3,119,133

Other Revenue $246,749

TOTAL REVENUE $7,544,126

Expense Breakdown

Grants Paid $7,996,000

Salaries & Benefits $0

Fundraising Expenses $103,139

Program Expenses $8,133,238

Other Expenses $368,281

TOTAL EXPENSES $8,364,281

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,544,126	$5,586,457	+0.4%
Expenses	$8,364,281	$13,103,637	-0.4%
Net Income	$-820,155	$-7,517,180	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

200

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	0.0		$0	$0	$0

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
2024	No data	No data	No data	No data
2023	$7,544,126	$8,364,281	$47,425,522	$-820,155
2022	$5,586,457	$13,103,637	$46,877,204	$-7,517,180
2021	$15,149,104	$12,840,554	$61,260,814	$2,308,550
2020	$7,405,536	$9,744,987	$56,225,401	$-2,339,451
2019	$11,505,378	$6,415,528	$56,301,978	$5,089,850
2018	$6,222,801	$7,065,484	$45,049,463	$-842,683