THE WILLIS TOWERS WATSON FOUNDATION

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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

2010

Legal Domicile

Principal Officer

ANGIE TUCKER

Phone

6158723000

Tax Period

2020-01-01 to 2020-12-31

Mission

THE WILLIS FOUNDATION SPONSORS FUNDRAISING EVENTS AND IN TURN MAKES CHARITABLE CONTRIBUTIONS TO U.S. BASED CHARITIES RECOMMENDED BY WILLIS ASSOCIATES.

Program Service Accomplishments

Program 1

Expenses: $776,968

THE WILLIS FOUNDATION DOES NOT PROVIDE ANY PROGRAM SERVICES. THE ORGANIZATION MAKES CHARITABLE CONTRIBUTIONS TO U.S. BASED CHARITIES FROM FUNDS RAISED THROUGH SPECIAL EVENTS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $776,968

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $776,968

Other Expenses $18,744

TOTAL EXPENSES $795,712

Year-over-Year Comparison

	2020	2019	Change
Revenue	N/A	$36,650	-1.0%
Expenses	$795,712	$166,534	+3.8%
Net Income	N/A	$-129,884	N/A

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

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

$4,665,164

Total Directors

$11,034,871

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARLENE OLIVER	TREASURER	2.00	Officer Director	$0	$0	$283,557
ANDREW WASSERMAN	VICE PRESIDENT	1.00	Officer Director	$0	$19,736	$595,733
JOE GUNN	PRESIDENT	1.00	Officer Director	$0	$1,841,866	$3,323,266
RENE WILSON	DIRECTOR	1.00	Director	$0	$1,937	$302,244
LANCE EMERY	DIRECTOR	1.00	Director	$0	$3,452	$315,817
MIKE LISS	DIRECTOR	1.00	Director	$0	$66,758	$1,693,695
CARL HESS	DIRECTOR	1.00	Director	$0	$3,152,042	$4,520,559
ERIN ADAMS	SECRETARY	1.00	Officer	$0	$0	$101,640
DERRICK COGGIN	ASST. TREASURER	1.00	Officer	$0	$0	$197,219
BARBARA TRENTHAM	ASST. TREASURER	1.00	Officer	$0	$0	$163,749

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
2020	No data	$795,712	No data	No data
2019	$36,650	$166,534	$795,712	$-129,884