Wellington Management Foundation
Boston, Massachusetts
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)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
14 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $7,544,126↑35% | $8,364,281↓36% | $47,425,522↑1% | — |
| 2022 | $5,586,457↓63% | $13,103,637↑2% | $46,877,204↓23% | — |
| 2021 | $15,149,104↑105% | $12,840,554↑32% | $61,260,814↑9% | — |
| 2020 | $7,405,536↓36% | $9,744,987↑52% | $56,225,401 | — |
| 2019 | $11,505,378↑85% | $6,415,528↓9% | $56,301,978↑25% | — |
| 2018 | $6,222,801↓36% | $7,065,484↑34% | $45,049,463↓7% | — |
| 2017 | $9,651,320↑94% | $5,279,382↑4% | $48,557,181↑25% | — |
| 2016 | $4,986,136↓18% | $5,052,565↑49% | $38,735,961↑10% | — |
| 2015 | $6,094,594↓3% | $3,394,774↑72% | $35,153,352↑5% | — |
| 2014 | $6,285,738↑11% | $1,972,053↑6% | $33,459,629↑13% | — |
| 2013 | $5,657,367↑90% | $1,857,894↑41% | $29,606,101↑15% | — |
| 2012 | $2,979,527↓12% | $1,318,545↑17% | $25,778,697↑15% | — |
| 2011 | $3,372,770↑24% | $1,130,931↓35% | $22,377,620↑6% | — |
| 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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