Nonprofit screen
Screen a listWellington Management Foundation
Can you give?
Listed with the IRS, but California flags it.
Check its California registration before you grant.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Not current
- Charity type
- 509(a)(1)
$12Mrevenue
FY2024 · −22% in 3 yrs8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin37.7%
Months of reserve3.9mo
Revenue growth (annualized)+3.0%
Middle half of peersMedianWellington Management
Where the money goes FY2024 · $7.4M spent
Programs$7.2M97%Management and general$153k2%Fundraising$38k1%990 FY2024 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$7.5M in FY2022 and −$820k in FY2023. Cash covers 3.9 months, under the peer median of 4.2.
990 Part I and balance sheetIn its favor1
Funders stay
4 of the 6 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant lists18funders
$967ka year, last 3 years
43%from its largest funder
Funder’17’18’19’20’21’22’23The Owens Family FoundationOn and off$100k$50k$50k$125k$100k$250kThe Once Here FoundationOn and off$125k$200kMove the World FoundationOn and off$25k$25k$25k$22k$20k$20kDoran Family FoundationOn and off$50k$35k$25kThe Rands FoundationSince FY2020$25k$25k$25k$25kTraquina Family FoundationSince FY2021$10k$10k$25kDonor-advised giftsDonors not disclosed$51k$73k$217k$37k$808k$396k$741k5 other fundersUp to $25k a year each$10k$25k$25k$250$15k
FundedThrough a donor-advised fund