Civic Intelligence

Wex Foundation

990 • Fiscal year 2017 • EIN 01-0932048

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profilewww.wexfoundation.org
232 Canada VerdeSan Antonio, TX 78232

(210) 404-2981

Siviq Scores

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

Liabilities / Assets

87th percentile

0.36x

Higher debt load relative to assets than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.31x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$20,580

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets87th percentile

Assets

$212,315

No earlier filing loaded for comparison.

Net Assets

$136,313

No earlier filing loaded for comparison.

Liabilities

$76,002

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin77th percentile

Revenue

$245,056

No earlier filing loaded for comparison.

Expenses

$192,428

No earlier filing loaded for comparison.

Net Income

$52,628

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2017: $212,315Liabilities 2017: $76,002Net Assets 2017: $136,3132017Assets 2018: $213,528Liabilities 2018: $59,679Net Assets 2018: $153,8492018Assets 2019: $401,954Liabilities 2019: $45,883Net Assets 2019: $356,0712019Assets 2020: $549,194Liabilities 2020: $34,953Net Assets 2020: $514,2412020Assets 2021: $141,728Liabilities 2021: $15,347Net Assets 2021: $126,3812021Assets 2022: $153,405Liabilities 2022: $36,037Net Assets 2022: $117,3682022Assets 2023: $215,331Liabilities 2023: $35,834Net Assets 2023: $179,4972023Assets 2024: $262,606Liabilities 2024: $80,037Net Assets 2024: $182,5692024

Highlighted filing

2017

Assets$212,315
Liabilities$76,002
Net Assets$136,313
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2017: $245,056Expenses 2017: $192,428Net Income 2017: $52,6282017Revenue 2018: $244,212Expenses 2018: $241,676Net Income 2018: $2,5362018Revenue 2019: $524,650Expenses 2019: $337,457Net Income 2019: $187,1932019Revenue 2020: $559,917Expenses 2020: $399,376Net Income 2020: $160,5412020Revenue 2021: $485,831Expenses 2021: $432,317Net Income 2021: $53,5142021Revenue 2022: $251,065Expenses 2022: $260,078Net Income 2022: -$9,0132022Revenue 2023: $223,397Expenses 2023: $161,267Net Income 2023: $62,1302023Revenue 2024: $455,757Expenses 2024: $311,587Net Income 2024: $144,1702024

Highlighted filing

2017

Revenue$245,056
Expenses$192,428
Net Income$52,628
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$245,056
Mission and Program Overview

Mission

The mission of the WEX Foundation is to work to improve STEM learning in middle and high schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$160,818$206,629▲ $45,811
Cash and Non-Interest-Bearing Accounts$491$5,686▲ $5,195
Total Assets$161,309$212,315▲ $51,006
Liabilities
Accounts Payable and Accrued Expenses$78,037$78,037→ $0
Other Liabilities$-413$-2,035▼ $1,622
Total Liabilities$77,624$76,002▼ $1,622
Net Assets / Fund Balance
Unrestricted Net Assets$83,685$136,313▲ $52,628
Total Net Assets Fund Balance$83,685$136,313▲ $52,628
Total Liabilities and Net Assets / Fund Balance$161,309$212,315▲ $51,006
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sam XimenesPresident/TreasurerPT$20,580$20,580
Donald HooperDirectorPT$9,750$9,750
Louise CantwellExecutive Director-$5,003$5,003

Board Members and Trustees

NameTitle
Cerina ZamoraDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$245,056
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$361
Change in Net Assets
$52,628
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$149,457
Salaries, Compensation, and Employee Benefits$42,771
Professional Fundraising Fees$200
Total Fundraising Expense$200
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$65,882$185-$65,882
Fees for Services Management$55,180--$55,180
Other Salaries and Wages$21,200--$21,200
Current Officers, Directors, Trustees, and Key Employees$20,580--$20,580
Travel$14,720--$14,720
Occupancy-$10,106-$10,106
Office Expenses-$1,780-$1,780
Payroll Taxes$891--$891
Information Technology-$650-$650
Advertising$256--$256
Fees for Services Professional Fundraising--$200$200
Other Employee Benefits$100--$100
Total Functional Expenses$179,507$12,721$200$192,428
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$200
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll liabilities-
Federal income taxes$-2,035
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“The board of directors is given a copy of the Form 990 to review annually.”

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

“Board members are required to review the conflict of interest policy at least every 5 years.”

Filing and Contact Details

Filer

Filer Name
WEX Foundation
EIN
01-0932048
Phone
2104042981
Address
232 Canada Verde, San Antonio, TX 78232

Signing Officer

Name
Sam Ximenes
Title
PresidentTreasurer
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sam Ximenes
Formed
2012
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
3
Volunteers
3

Preparer

Firm
Foundation Group Inc
Address
1321 Murfreesboro Pike Ste 610, Nashville, TN 37217
Preparer
William G McRay
Phone
6153619445
Supplemental Narrative

Financial Statement Notes

X 2

“Payroll liabilities”

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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$212,315
Liabilities
$76,002
Net assets
$136,313
Revenue
$245,056
Expenses
$192,428
Net income
$52,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.80$1.83$4.56$3.12$1.44
2023Detailed filing. Detailed filing data is available for this year.$2.15$0.36$1.79$2.23$1.61$0.62
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.36$1.17$2.51$2.60$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.15$1.26$4.86$4.32$0.54
2020Detailed filing. Detailed filing data is available for this year.$5.49$0.35$5.14$5.60$3.99$1.61
2019Detailed filing. Detailed filing data is available for this year.$4.02$0.46$3.56$5.25$3.37$1.87
2018Detailed filing. Detailed filing data is available for this year.$2.14$0.60$1.54$2.44$2.42$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.12$0.76$1.36$2.45$1.92$0.53