Civic Intelligence

Wex Foundation

990 • Fiscal year 2019 • EIN 01-0932048

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

66th percentile

0.11x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.09x

Higher debt load relative to revenue than 65% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

86th percentile

36%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

65th percentile

$47,565

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

93rd percentile

88%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

115%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$401,954

Up $188,426 (+88%) from 2018

Net Assets

Up

$356,071

Up $202,222 (+131%) from 2018

Liabilities

Down

$45,883

Down $13,796 (-23%) from 2018

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin86th percentile

Revenue

Up

$524,650

Up $280,438 (+115%) from 2018

Expenses

Up

$337,457

Up $95,781 (+40%) from 2018

Net Income

Up

$187,193

Up $184,657 (+7281%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2019

Assets$401,954
Liabilities$45,883
Net Assets$356,071
Open 2019 Filing

Operations Trend

Revenue Growth94th 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

2019

Revenue$524,650
Expenses$337,457
Net Income$187,193
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$524,650
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$198,559$361,023▲ $162,464
Cash and Non-Interest-Bearing Accounts$14,969$37,931▲ $22,962
Other Notes and Loans Receivable, Net-$3,000-
Total Assets$213,528$401,954▲ $188,426
Liabilities
Accounts Payable and Accrued Expenses$53,037$45,883▼ $7,154
Other Liabilities$6,642--
Total Liabilities$59,679$45,883▼ $13,796
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$153,849$356,071▲ $202,222
Total Net Assets Fund Balance$153,849$356,071▲ $202,222
Total Liabilities and Net Assets / Fund Balance$213,528$401,954▲ $188,426
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sam XimenesPresident/TreasurerPT$47,565$47,565
Donald HooperDirectorPT$12,051$12,051
Louise CantwellExecutive DirectorPT$8,000$8,000
Joules WebbDirector of Education Programs-$6,500$6,500
Ronald WellsLead InstructorPT$5,400$5,400

Board Members and Trustees

NameTitle
Cerina ZamoraDirector
Tai Sik LeeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$524,650
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$186
Change in Net Assets
$187,193
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$258,402
Salaries, Compensation, and Employee Benefits$79,055
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$87,111--$87,111
Current Officers, Directors, Trustees, and Key Employees$69,715$7,746-$77,461
Travel$17,760--$17,760
Occupancy$13,132--$13,132
Information Technology-$7,976-$7,976
Conferences and Meetings$2,389--$2,389
Insurance-$1,652-$1,652
Payroll Taxes$1,435$159-$1,594
Fees for Services Other$1,500--$1,500
Office Expenses$415$631-$1,046
Interest$957--$957
Advertising$440--$440
Total Functional Expenses$319,293$18,164$0$337,457
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
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 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
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 15A 15B

“The organization uses a compensation survey to establish reasonable compensation packages for its 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
2020-11-16
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
6
Volunteers
5

Preparer

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

Additional Explanations

Form 990, Part XI, Line 9

“The cash balance on the 2018 990 Balance Sheet was previously under reported by 29.”

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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/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0213528
IRS990/TotalAssetsEOYAmt0401954
IRS990/TotalAssetsGrp/BOYAmt0213528
IRS990/TotalAssetsGrp/EOYAmt0401954
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0524650
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018164
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0319293
IRS990/TotalFunctionalExpensesGrp/TotalAmt0337457
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt059679
IRS990/TotalLiabilitiesEOYAmt045883
IRS990/TotalLiabilitiesGrp/BOYAmt059679
IRS990/TotalLiabilitiesGrp/EOYAmt045883
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0153849
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0356071
IRS990/TotalProgramServiceExpensesAmt0319293
IRS990/TotalReportableCompFromOrgAmt079516
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0524650
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0213528
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0401954
IRS990/TravelGrp/ProgramServicesAmt017760
IRS990/TravelGrp/TotalAmt017760
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0232 Canada Verde
IRS990/USAddress/CityNm0San Antonio
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078232
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.wexfoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sam Ximenes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PresidentTreasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
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/AtSubmissionCreationDeviceId07377CDE7D592A90D10EA468E86AD2721955DB130
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B9191508D40832D840C050CA3497413E327F4CE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.206.185.4
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm020:47:49
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/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William G McRay
ReturnHeader/ReturnTs02020-11-16T03:53:25-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$401,954
Liabilities
$45,883
Net assets
$356,071
Revenue
$524,650
Expenses
$337,457
Net income
$187,193
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