Civic Intelligence

Wex Foundation

990 • Fiscal year 2021 • EIN 01-0932048

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

78th percentile

0.11x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

53rd percentile

11%

Higher net margin than 53% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

95th percentile

$65,500

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

5th percentile

-74%

Faster asset growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-13%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$141,728

Down $407,466 (-74%) from 2020

Net Assets

Down

$126,381

Down $387,860 (-75%) from 2020

Liabilities

Down

$15,347

Down $19,606 (-56%) from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin53rd percentile

Revenue

Down

$485,831

Down $74,086 (-13%) from 2020

Expenses

Up

$432,317

Up $32,941 (+8.2%) from 2020

Net Income

Down

$53,514

Down $107,027 (-67%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2021

Assets$141,728
Liabilities$15,347
Net Assets$126,381
Open 2021 Filing

Operations Trend

Revenue Growth36th 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

2021

Revenue$485,831
Expenses$432,317
Net Income$53,514
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$485,831
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$512,397$71,023▼ $441,374
Cash and Non-Interest-Bearing Accounts$36,797$70,667▲ $33,870
Total Assets$549,194$141,728▼ $407,466
Other Assets Total-$38-
Liabilities
Accounts Payable and Accrued Expenses$34,953$15,347▼ $19,606
Total Liabilities$34,953$15,347▼ $19,606
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$514,241$126,381▼ $387,860
Total Net Assets Fund Balance$514,241$126,381▼ $387,860
Total Liabilities and Net Assets / Fund Balance$549,194$141,728▼ $407,466
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sam XimenesPresident/TreasurerPT$65,500$65,500
Louise CantwellExecutive Director / SecretaryPT$12,000$12,000

Board Members and Trustees

NameTitle
Cerina ZamoraDirector
Donald HooperDirector
Tai Sik LeeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$483,434
Program Service Revenue
$2,391
Investment Income
$6
Other Revenue
$0
All Other Contributions
$7,486
Change in Net Assets
$53,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$324,103
Salaries, Compensation, and Employee Benefits$108,214
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$93,433--$93,433
Current Officers, Directors, Trustees, and Key Employees$69,750$7,750-$77,500
Other Salaries and Wages$27,643$3,071-$30,714
Occupancy$27,169--$27,169
Information Technology-$6,592-$6,592
Fees for Services Other$4,175--$4,175
Fees for Services Accounting$2,455$273-$2,728
Office Expenses-$2,070-$2,070
Insurance-$1,944-$1,944
Conferences and Meetings$595--$595
Travel$475--$475
Interest-$351-$351
Advertising-$256-$256
Total Functional Expenses$410,010$22,307$0$432,317
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
Phone
2104042981
Signed
2022-11-15
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
2451 Atrium Way Suite 300, Nashville, TN 37214
Preparer
Shannon M Evans
Phone
6153619445
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“The previously reported pledges receivable balance was overstated by 441,374.”

Raw XML Appendix359 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt034953
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015347
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The mission of the WEX Foundation is to work to improve STEM learning in middle and high schools.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0256
IRS990/AdvertisingGrp/TotalAmt0256
IRS990/AllOtherContributionsAmt07486
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Samuel Ximenes
IRS990/BooksInCareOfDetail/PhoneNum02104042981
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0232 Canada Verde
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Antonio
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078232
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt036797
IRS990/CashNonInterestBearingGrp/EOYAmt070667
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt07750
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt069750
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt077500
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0595
IRS990/ConferencesMeetingsGrp/TotalAmt0595
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0483434
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06
IRS990/CYOtherExpensesAmt0324103
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02391
IRS990/CYRevenuesLessExpensesAmt053514
IRS990/CYSalariesCompEmpBnftPaidAmt0108214
IRS990/CYTotalExpensesAmt0432317
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0485831
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The organization provides STEM education programs for middle and high school students. 15,000 people benefited.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0410010
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0273
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02455
IRS990/FeesForServicesAccountingGrp/TotalAmt02728
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04175
IRS990/FeesForServicesOtherGrp/TotalAmt04175
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1008.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3008.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4001.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Sam Ximenes
IRS990/Form990PartVIISectionAGrp/PersonNm1Louise Cantwell
IRS990/Form990PartVIISectionAGrp/PersonNm2Cerina Zamora
IRS990/Form990PartVIISectionAGrp/PersonNm3Donald Hooper
IRS990/Form990PartVIISectionAGrp/PersonNm4Tai Sik Lee
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt065500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt112000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Executive Director / Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0475948
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0485831
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06592
IRS990/InformationTechnologyGrp/TotalAmt06592
IRS990/InsuranceGrp/ManagementAndGeneralAmt01944
IRS990/InsuranceGrp/TotalAmt01944
IRS990/InterestGrp/ManagementAndGeneralAmt0351
IRS990/InterestGrp/TotalAmt0351
IRS990/InvestmentIncomeGrp/ExclusionAmt06
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission of the WEX Foundation is to work to improve STEM learning in middle and high schools.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0514241
IRS990/NetAssetsOrFundBalancesEOYAmt0126381
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0514241
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0126381
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt027169
IRS990/OccupancyGrp/TotalAmt027169
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02070
IRS990/OfficeExpensesGrp/TotalAmt02070
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt038
IRS990/OtherChangesInNetAssetsAmt0-441374
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Program Expenses
IRS990/OtherExpensesGrp/Desc1Capital Equipment Purchases
IRS990/OtherExpensesGrp/Desc2Subawards
IRS990/OtherExpensesGrp/Desc3Program Consultants
IRS990/OtherExpensesGrp/ProgramServicesAmt026965
IRS990/OtherExpensesGrp/ProgramServicesAmt14772
IRS990/OtherExpensesGrp/ProgramServicesAmt2152578
IRS990/OtherExpensesGrp/ProgramServicesAmt393433
IRS990/OtherExpensesGrp/TotalAmt026965
IRS990/OtherExpensesGrp/TotalAmt14772
IRS990/OtherExpensesGrp/TotalAmt2152578
IRS990/OtherExpensesGrp/TotalAmt393433
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03071
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt027643
IRS990/OtherSalariesAndWagesGrp/TotalAmt030714
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0512397
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt071023
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Sam Ximenes
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Tuition Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02391
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02391
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0559917
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0291103
IRS990/PYRevenuesLessExpensesAmt0160541
IRS990/PYSalariesCompEmpBnftPaidAmt0108273
IRS990/PYTotalExpensesAmt0399376
IRS990/PYTotalRevenueAmt0559917
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt053514
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02391
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0483434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0559917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0524650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0244208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0245056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02057265
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02391
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0802
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0802
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt02057265
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0483434
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0559917
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0524650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0244208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0245056
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02057265
IRS990ScheduleA/TotalSupportAmt02058073
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization reviews the 990 form at a board meeting prior to submitting to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organiztion enforced compliance with its conflict of interest policy by reviewing it at board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization uses a compensation survey to establish reasonable compensation packages for its employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The previously reported pledges receivable balance was overstated by 441,374.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15a 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0549194
IRS990/TotalAssetsEOYAmt0141728
IRS990/TotalAssetsGrp/BOYAmt0549194
IRS990/TotalAssetsGrp/EOYAmt0141728
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0483434
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022307
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0410010
IRS990/TotalFunctionalExpensesGrp/TotalAmt0432317
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034953
IRS990/TotalLiabilitiesEOYAmt015347
IRS990/TotalLiabilitiesGrp/BOYAmt034953
IRS990/TotalLiabilitiesGrp/EOYAmt015347
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0514241
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0126381
IRS990/TotalProgramServiceExpensesAmt0410010
IRS990/TotalProgramServiceRevenueAmt02391
IRS990/TotalReportableCompFromOrgAmt077500
IRS990/TotalRevenueGrp/ExclusionAmt06
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02391
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0485831
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0549194
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0141728
IRS990/TravelGrp/ProgramServicesAmt0475
IRS990/TravelGrp/TotalAmt0475
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sam Ximenes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PresidentTreasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02104042981
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/PreparerFirmGrp/PreparerFirmEIN0621813735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02451 Atrium Way Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037214
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shannon M Evans
ReturnHeader/ReturnTs02022-11-15T03:11:33-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sam
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ximenes
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,728
Liabilities
$15,347
Net assets
$126,381
Revenue
$485,831
Expenses
$432,317
Net income
$53,514
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