Civic Intelligence

The Willis Towers Watson Foundation

990 • Fiscal year 2020 • EIN 27-2550500

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

PO Box 292287Nashville, TN 37229

(615) 872-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

100th percentile

$4,520,559

Higher top officer pay than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $795,712 (-100%) from 2019

Net Assets

Down

$0

Down $795,712 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$0

Down $36,650 (-100%) from 2019

Expenses

Up

$795,712

Up $629,178 (+378%) from 2019

Net Income

Down

-$795,712

Down $665,828 (-513%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2014: $943,093Liabilities 2014: $13,862Net Assets 2014: $929,2312014Assets 2015: $923,291Liabilities 2015: $27,375Net Assets 2015: $895,9162015Assets 2016: $911,434Liabilities 2016: $98,327Net Assets 2016: $813,1072016Assets 2017: $771,340Liabilities 2017: $60Net Assets 2017: $771,2802017Assets 2019: $795,712Liabilities 2019: $0Net Assets 2019: $795,7122019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2014: $742,913Expenses 2014: $585,164Net Income 2014: $157,7492014Revenue 2015: $735,094Expenses 2015: $768,409Net Income 2015: -$33,3152015Revenue 2016: $461,778Expenses 2016: $544,587Net Income 2016: -$82,8092016Revenue 2017: $570,710Expenses 2017: $612,537Net Income 2017: -$41,8272017Revenue 2019: $36,650Expenses 2019: $166,534Net Income 2019: -$129,8842019Revenue 2020: $0Expenses 2020: $795,712Net Income 2020: -$795,7122020

Highlighted filing

2020

Revenue$0
Expenses$795,712
Net Income-$795,712
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$0
Mission and Program Overview

Mission

The willis foundation sponsors fundraising events and in turn makes charitable contributions to u.s. Based charities recommended by willis associates.

To provide continuity, direction and oversight for a platform where willis associates in north america have the opportunity to engage in locally based philanthropy and volunteerism.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$795,712$0▼ $795,712
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$795,712$0▼ $795,712
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$795,712$0▼ $795,712
Total Net Assets Fund Balance$795,712$0▼ $795,712
Total Liabilities and Net Assets / Fund Balance$795,712$0▼ $795,712
Compensation and Service Providers

Employees

NameTitleOtherTotal
Erin AdamsSecretary$101,640$101,640

Board Members and Trustees

NameTitle
Joe GunnPresident
Andrew WassermanVice President
Carl HessDirector
Lance EmeryDirector
Mike LissDirector
Rene WilsonDirector
Barbara TrenthamAsst. Treasurer
Derrick CogginAsst. Treasurer
Darlene OliverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-795,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$776,968
Other Expenses$18,744
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$776,968--$776,968
Fees for Services Accounting-$14,500-$14,500
Other Expenses-$3,203-$3,203
Office Expenses-$582-$582
Fees for Services Other-$459-$459
Total Functional Expenses$776,968$18,744$0$795,712
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Habitat for HumanityAmericus, GA501(c)(3)Health & Human Services$119,400
PosseNew York, NY501(c)(3)Health & Human Services$110,000
American Vet DogsSt James, NY501(c)(3)Health & Human Services$65,000
Fisher HouseRockville, MD501(c)(3)Health & Human Services$65,000
Gary Sinise FoundationWoodland Hills, CA501(c)(3)Health & Human Services$65,000
Washington State University Foundation Granger Cobb Institute for Senior LPullman, WA501(c)(3)Health & Human Services$50,000
Agc Education & Research FoundationArlington, VA501(c)(3)Health & Human Services$25,000
Charles Humphrey Keating Iv FoundationCoronado, CA501(c)(3)Health & Human Services$25,000
Be the Match FoundationMinneapolis, MN501(c)(3)Health & Human Services$20,000
Kids Chance of WisconsinJackson, WI501(c)(3)Health & Human Services$20,000
Big Brothers Big Sisters of NycNew York, NY501(c)(3)Health & Human Services$19,636
Umom New Day CentersPhoenix, AZ501(c)(3)Health & Human Services$10,941
Adventures in RidingFort Worth, TX501(c)(3)Health & Human Services$10,715
Brooklyn Community Housing ServicesBrooklyn, NY501(c)(3)Health & Human Services$10,000
Concerns of Police Survivors Middle TnClarksville, TN501(c)(3)Health & Human Services$10,000
Ronald Mcdonald House Eastern WisconsinWauwatosa, WI501(c)(3)Health & Human Services$10,000
Safe Passage ProjectNew York, NY501(c)(3)Health & Human Services$10,000
The Open DoorEagan, MN501(c)(3)Health & Human Services$10,000
Shirley Ryan Ability LabChicago, IL501(c)(3)Health & Human Services$7,500
Paws Chicago Animal ShelterChicago, IL501(c)(3)Health & Human Services$6,000
Leukemia and Lymphoma SocietyRye Brook, NY501(c)(3)Health & Human Services$5,953
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Andrew wasserman has a business relationship with joe gunn and sharon edwards. Barbara trentham has a business relationship with joe gunn and sharon edwards. Angie tucker has a business relationship with joe gunn and sharon edwards. Derrick coggin has a business relationship with joe gunn and sharon edwards. Darlene oliver has a business relationship with joe gunn and sharon edwards. Erin adams has a business relationship with joe gunn and sharon edwards. Joe gunn and sharon edwards have a business relationship.

Form 990, Part VI, Section B, Line 11B

The draft version of form 990 is made available upon request to the board members. The 990 draft is reviewed by the vice president and sr. Tax counsel of willis north america.

Form 990, Part VI, Section B, Line 12C

Officers and directors are asked to sign a conflict of interest form, which is kept on file.

Form 990, Part VI, Section C, Line 19

The documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
The Willis Towers Watson Foundation
EIN
27-2550500
Phone
6158723000
Address
PO BOX 292287, NASHVILLE, TN 37229

Signing Officer

Name
Barbara Trentham
Title
Asst. Treasurer
Phone
6158723000
Signed
2021-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angie Tucker
Formed
2010
Legal Domicile
Tn
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cherry Bekaert Llp
Address
222 SECOND AVE SOUTH STE 1240, NASHVILLE, TN 37201
Preparer
Sara G Moon
Phone
6153836592
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

Fundrasing was halted in 2019, foundation was closed down in 2020.

Raw XML AppendixShowing 400 of 878 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/TotalSupportAmt02240728
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05953
IRS990ScheduleI/RecipientTable/CashGrantAmt119636
IRS990ScheduleI/RecipientTable/CashGrantAmt27500
IRS990ScheduleI/RecipientTable/CashGrantAmt36000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt525000
IRS990ScheduleI/RecipientTable/CashGrantAmt625000
IRS990ScheduleI/RecipientTable/CashGrantAmt750000
IRS990ScheduleI/RecipientTable/CashGrantAmt810000
IRS990ScheduleI/RecipientTable/CashGrantAmt920000
IRS990ScheduleI/RecipientTable/CashGrantAmt1020000
IRS990ScheduleI/RecipientTable/CashGrantAmt1110941
IRS990ScheduleI/RecipientTable/CashGrantAmt1210715
IRS990ScheduleI/RecipientTable/CashGrantAmt13119400
IRS990ScheduleI/RecipientTable/CashGrantAmt1465000
IRS990ScheduleI/RecipientTable/CashGrantAmt1565000
IRS990ScheduleI/RecipientTable/CashGrantAmt1665000
IRS990ScheduleI/RecipientTable/CashGrantAmt1710000
IRS990ScheduleI/RecipientTable/CashGrantAmt1810000
IRS990ScheduleI/RecipientTable/CashGrantAmt1910000
IRS990ScheduleI/RecipientTable/CashGrantAmt20110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
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IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc19501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc20501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt18HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt19HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt20HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LEUKEMIA AND LYMPHOMA SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BIG BROTHERS BIG SISTERS OF NYC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SHIRLEY RYAN ABILITY LAB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3PAWS CHICAGO ANIMAL SHELTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4RONALD MCDONALD HOUSE EASTERN WISCONSIN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5CHARLES HUMPHREY KEATING IV FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6AGC EDUCATION & RESEARCH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7WASHINGTON STATE UNIVERSITY FOUNDATION GRANGER COBB INSTITUTE FOR SENIOR L
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8THE OPEN DOOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9KIDS CHANCE OF WISCONSIN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10BE THE MATCH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11UMOM NEW DAY CENTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12ADVENTURES IN RIDING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13HABITAT FOR HUMANITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14FISHER HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15GARY SINISE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16AMERICAN VET DOGS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17SAFE PASSAGE PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt18BROOKLYN COMMUNITY HOUSING SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt19CONCERNS OF POLICE SURVIVORS MIDDLE TN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt20POSSE
IRS990ScheduleI/RecipientTable/RecipientEIN0135644916
IRS990ScheduleI/RecipientTable/RecipientEIN1135600383
IRS990ScheduleI/RecipientTable/RecipientEIN2362256036
IRS990ScheduleI/RecipientTable/RecipientEIN3364219778
IRS990ScheduleI/RecipientTable/RecipientEIN4391433107
IRS990ScheduleI/RecipientTable/RecipientEIN5822075362
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IRS990ScheduleI/RecipientTable/RecipientEIN8270415900
IRS990ScheduleI/RecipientTable/RecipientEIN9461285440
IRS990ScheduleI/RecipientTable/RecipientEIN10411704734
IRS990ScheduleI/RecipientTable/RecipientEIN11860521062
IRS990ScheduleI/RecipientTable/RecipientEIN12463830912
IRS990ScheduleI/RecipientTable/RecipientEIN13911914868
IRS990ScheduleI/RecipientTable/RecipientEIN14113158401
IRS990ScheduleI/RecipientTable/RecipientEIN15800587086
IRS990ScheduleI/RecipientTable/RecipientEIN16208814365
IRS990ScheduleI/RecipientTable/RecipientEIN17462946211
IRS990ScheduleI/RecipientTable/RecipientEIN18112549027
IRS990ScheduleI/RecipientTable/RecipientEIN19621834926
IRS990ScheduleI/RecipientTable/RecipientEIN20133840394
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03 INTERNATIONAL DRIVE STE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt140 RECTOR STREET 11TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2355 EAST ERIE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31997 N CLYOURN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt48948 W WATERTOWN PLANK RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5415 2ND ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt62300 WILSON BLVD STE 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7255 E MAIN ST STE 301
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt83904 CEDAR GROVE PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9N174W20171 RAYMOND RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10500 N 5TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt113333 E VAN BUREN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt125365 BANKS RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13322 W LAMAR DT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1412300 TWINBROOK PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15PO BOX 368
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16371 JERICHO TURNPIKE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt17185 WEST BROADWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt18105 CARLTON AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt191897 FENN LN
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2014 WALL STREET STE 8A-60
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RYE BROOK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4WAUWATOSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm5CORONADO
IRS990ScheduleI/RecipientTable/USAddress/CityNm6ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm7PULLMAN
IRS990ScheduleI/RecipientTable/USAddress/CityNm8EAGAN
IRS990ScheduleI/RecipientTable/USAddress/CityNm9JACKSON

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