THE WILLIAM B WIENER JR FOUNDATION (EIN 726024398) - Form 990 Financial Analysis & Trantor Score

🔒

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

1963

Legal Domicile

Principal Officer

DONALD B WIENER

Phone

3184243661

Tax Period

2023-01-01 to 2023-12-31

THE WILLIAM B WIENER JR FOUNDATION, founded in 1963, is a mid-sized nonprofit that reported $30.5M in total revenue in fiscal year 2023. Revenue surged 928% from the prior year, signaling strong growth momentum. Expenses of $53.7M exceeded revenue, resulting in a 76% operating deficit.

Mission

TO SUPPORT THE ROCKEFELLER FAMILY FUND, INC., A PUBLIC CHARITY WHOSE MISSION IS TO PROMOTE A SUSTAINABLE, JUST, FREE, AND PARTICIPATORY SOCIETY.

🔒

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 $0

Program Service Revenue $0

Investment Income $30,454,265

Other Revenue $0

TOTAL REVENUE $30,454,265

Expense Breakdown

Grants Paid $53,116,073

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,171,436

Other Expenses $571,808

TOTAL EXPENSES $53,687,881

Year-over-Year Comparison

	2023	2022	Change
Revenue	$30,454,265	$2,963,352	+9.3%
Expenses	$53,687,881	$2,084,275	+24.8%
Net Income	$-23,233,616	$879,077	-27.4%

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

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

$72,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD B WIENER	PRESIDENT AND ASST. TREASURER	2.00	Officer Director	$0	$0	$0
MIRANDA KAISER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID ROCKEFELLER JR	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JAY R HALFON	TREASURER AND ASSISTANT SECRETARY	2.00	Officer Director	$0	$0	$0
JEFFREY W WEISS	SECRETARY	2.00	Officer Director	$0	$0	$0
ELIZABETH MAYO	EXECUTIVE DIRECTOR	10.00	Officer	$0	$0	$72,000
WILLIAM B WIENER JR	VICE PRESIDENT AND ASST. TREASURER	10.00	Officer	$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	$30,454,265	$53,687,881	$5,961,828	$-23,233,616
2022	$2,963,352	$2,084,275	$43,300,325	$879,077
2021	$3,677,470	$13,070,031	$23,196,478	$-9,392,561
2020	$926,275	$2,079,071	$32,505,054	$-1,152,796
2019	$11,059,016	$2,318,628	$33,637,439	$8,740,388
2018	$2,378,890	$2,069,272	$24,779,597	$309,618

THE WILLIAM B WIENER JR FOUNDATION