TPhilanthropy, Voluntarism & GrantmakingEIN: 046700836· Ruling Year: 1992

Wellington Management Foundation

Boston, Massachusetts

BHealth Score
60B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 132 peers in Philanthropy, Voluntarism & Grantmaking with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org4.85×
Peer Median11.98×
💰
$7.5M
Total Revenue
📊
$8.4M
Total Expenses
🏦
$40.6M
Net Assets
📋
$6.8M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+35.0%
Year-over-year change (2022 → 2023)
Net Margin
-10.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
4.85
Net assets divided by total expenses
Liabilities-to-Assets
14.4%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$7,544,12635%$8,364,28136%$47,425,5221%
2022$5,586,45763%$13,103,6372%$46,877,20423%
2021$15,149,104105%$12,840,55432%$61,260,8149%
2020$7,405,53636%$9,744,98752%$56,225,401
2019$11,505,37885%$6,415,5289%$56,301,97825%
2018$6,222,80136%$7,065,48434%$45,049,4637%
2017$9,651,32094%$5,279,3824%$48,557,18125%
2016$4,986,13618%$5,052,56549%$38,735,96110%
2015$6,094,5943%$3,394,77472%$35,153,3525%
2014$6,285,73811%$1,972,0536%$33,459,62913%
2013$5,657,36790%$1,857,89441%$29,606,10115%
2012$2,979,52712%$1,318,54517%$25,778,69715%
2011$3,372,77024%$1,130,93135%$22,377,6206%
2010$2,711,476$1,732,246$21,163,659

Frequently Asked Questions

What does Wellington Management Foundation do?

Wellington Management Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T70Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Wellington Management Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Wellington Management Foundation has a score of 60/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Wellington Management Foundation generate?

Wellington Management Foundation reports $11.8M in annual revenue and holds $46.5M in total assets, based on IRS filings.

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