WELLINGTON MANAGEMENT FOUNDATION (EIN 046700836) - Form 990 Financial Analysis & Trantor Score

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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

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

WE FUND PROGRAMS THAT PROVIDE ECONOMICALLY DISADVANTAGED YOUTH IN OUR COMMUNITIES WITH ACCESS TO HIGH QUALITY ACADEMIC EDUCATION. WE BELIEVE A STRONG ACADEMIC FOUNDATION CAN HAVE A CLEAR AND POSITIVE IMPACT ON THE LIVES OF YOUNG PEOPLE. ACCORDINGLY, THE FOUNDATION AIMS TO SELECT PROGRAMS WITH A CLEAR AND CENTRAL EDUCATIONAL FOCUS.

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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 (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

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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

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

WELLINGTON MANAGEMENT FOUNDATION