Whitman-walker Foundation Inc

Nonprofit profile at a glance

EIN
823889980
IRS 990 coverage
2018–2024
Forms available
Form 990 2024
Location
Washington, DC, USA
Phone
2027457000
Rating
82
Verdict
STRONG
Rating confidence
Standard
Sector
Fund Raising and/or Fund Distribution

Official website

Reported finances

Revenue
$5,803,350
Expenses
$3,647,228
Assets
$11,352,227
Liabilities
$1,897,861

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • ABBY FENTON (EXECUTIVE DIRECTOR (THRU 10/16/2024))
  • CINDY LEWIN (INTERIM CEO (THRU 03/18/2024))
  • HEATHER AARON (CHIEF EXECUTIVE OFFICER (AS OF 03/2024))
  • TED MILLER (INTERIM EXECUTIVE DIRECTOR (AS OF 10/17/2024))

Highest reported compensation

  • JENNIFER MAHER (CHIEF FINANCIAL OFFICER): $299,408 total reported compensation
  • CHRISTOPHER HOLLEMAN (FINANCIAL SENIOR DIRECTOR): $271,196 total reported compensation
  • ABBY FENTON (EXECUTIVE DIRECTOR (THRU 10/16/2024)): $264,336 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Whitman-walker foundation raises critical funds to invest in whitman walker's mission of care, advocacy, research, and education. Through community based philanthropy, we ensure the sustainability of our services to empower all persons to live healthy, love openly, and achieve full equality and inclusion.

What it reported doing in 2024

Whitman-walker foundation raised critical funds to invest in whitman-walker's mission of care, advocacy, research, and education. Through community based philanthropy, we ensure the sustainability of our services to empower all persons to live healthy, love openly, and achieve full equality and inclusion. The whitman-walker foundation leads the fundraising strategy, outreach, platforms and efforts for the whitman-walker community health system.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 52% for direct work, 13% for grants, and 35% for affiliated organizations.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of total spending goes to programs and the filed numbers largely add up. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 83
  • Accountability: 100
  • Sustainability: 72
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 58.8%; rating input score 59
  • Program expense ratio: 93.6%; rating input score 94
  • Fundraising efficiency: $36.08 raised per $1 spent on fundraising; rating input score 73; 73rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 37.2%; rating input score 88; 88th percentile among comparable filings
  • Total-asset coverage ratio: 3.11; rating input score 75; 75th percentile among comparable filings
  • Liabilities to assets ratio: 0.17; rating input score 48; 48th percentile among comparable filings
  • Officer compensation ratio: 12.8%; rating input score 23; 23rd percentile among comparable filings

Growth

  • Program expense growth: 12.5% per year; rating input score 100; 72nd percentile among comparable filings
  • Revenue growth: 13.9% per year; rating input score 100; 79th percentile among comparable filings
  • Asset growth: 33.4% per year; rating input score 100; 94th percentile among comparable filings

Details

  • Where the money goes: 58.8% of revenue deployed · 93.6% of spending went to programs
  • Governance: 8 of 8 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $3.4M in reported program spending
  • Leadership: top reported pay $299K · 16 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $279K reported
  • Consistency: 35 of 35 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 6 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 6 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 59/100.
  • High — Sustainability: Officer compensation ratio scored 23/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 48/100.