Civic Intelligence

Wex Foundation

990 • Fiscal year 2018 • EIN 01-0932048

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

85th percentile

0.28x

Higher debt load relative to assets than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.24x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

45th percentile

1.0%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

48th percentile

0.6%

Faster asset growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

47th percentile

-0.3%

Faster revenue growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$213,528

Up $1,213 (+0.6%) from 2017

Net Assets

Up

$153,849

Up $17,536 (+13%) from 2017

Liabilities

Down

$59,679

Down $16,323 (-21%) from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin45th percentile

Revenue

Down

$244,212

Down $844 (-0.3%) from 2017

Expenses

Up

$241,676

Up $49,248 (+26%) from 2017

Net Income

Down

$2,536

Down $50,092 (-95%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

2018

Assets$213,528
Liabilities$59,679
Net Assets$153,849
Open 2018 Filing

Operations Trend

Revenue Growth47th percentile

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

2018

Revenue$244,212
Expenses$241,676
Net Income$2,536
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$245,010
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$206,629$198,559▼ $8,070
Cash and Non-Interest-Bearing Accounts$5,686$14,969▲ $9,283
Total Assets$212,315$213,528▲ $1,213
Liabilities
Accounts Payable and Accrued Expenses$78,037$53,037▼ $25,000
Other Liabilities$-2,035$6,642▲ $8,677
Total Liabilities$76,002$59,679▼ $16,323
Net Assets / Fund Balance
Unrestricted Net Assets$136,313$153,849▲ $17,536
Total Net Assets Fund Balance$136,313$153,849▲ $17,536
Total Liabilities and Net Assets / Fund Balance$212,315$213,528▲ $1,213
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Sam XimenesPresident/TreasurerPT$36,900$36,900
Donald HooperDirectorPT$10,043$10,043
Louise CantwellExecutive Director-$5,150$5,150

Board Members and Trustees

NameTitle
Cerina ZamoraDirector
Tai Sik LeeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$244,208
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$4
All Other Contributions
$278
Change in Net Assets
$2,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$187,057
Salaries, Compensation, and Employee Benefits$54,619
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$157,746$349-$157,746
Current Officers, Directors, Trustees, and Key Employees$36,000--$36,000
Other Salaries and Wages$15,193--$15,193
Occupancy$9,978--$9,978
Information Technology-$6,964-$6,964
Travel$6,556--$6,556
Payroll Taxes$3,426--$3,426
Conferences and Meetings$2,085--$2,085
Insurance-$1,775-$1,775
Advertising-$796-$796
Office Expenses-$232-$232
Interest-$169-$169
Fees for Services Accounting-$5-$5
Total Functional Expenses$230,984$10,692$0$241,676
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$6,642
Payroll liabilities-
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 organization reviews the 990 form at a board meeting prior to submitting to the IRS.”

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

“The organiztion enforced compliance with its conflict of interest policy by reviewing it at board meetings.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Form 990, Part VI, Section B, Line 15B

“The organization uses a compensation survey and an approval by the board to establish the compensation of current employees.”

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
2019-11-15
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
4
Volunteers
3

Preparer

Firm
Foundation Group Inc
Address
1321 Murfreesboro Pike Ste 610, Nashville, TN 37217
Preparer
William G McRay
Phone
6153619445
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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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IRS990/USAddress/CityNm0San Antonio
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078232
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.wexfoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sam Ximenes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PresidentTreasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEX Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WEXF
ReturnHeader/Filer/EIN0010932048
ReturnHeader/Filer/PhoneNum02104042981
ReturnHeader/Filer/USAddress/AddressLine1Txt0232 Canada Verde
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078232
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B90D1BF994BCE47AE241C20D4DA3A55BE7C81AB4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B90D1BF994BCE47AE241C20D4DA3A55BE7C81AB4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.149.108.5
ReturnHeader/FilingSecurityInformation/IPDt02019-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm000:29:34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01321 Murfreesboro Pike Ste 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037217
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William G McRay
ReturnHeader/ReturnTs02019-11-15T06:27:42-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,528
Liabilities
$59,679
Net assets
$153,849
Revenue
$244,212
Expenses
$241,676
Net income
$2,536
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