Civic Intelligence

Wex Foundation

990 • Fiscal year 2023 • EIN 01-0932048

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 28, 2025

Organization ProfileWEXFOUNDATION.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

83rd percentile

0.17x

Higher debt load relative to assets than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.16x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

85th percentile

$20,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

83rd percentile

40%

Faster asset growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$215,331

Up $61,926 (+40%) from 2022

Net Assets

Up

$179,497

Up $62,129 (+53%) from 2022

Liabilities

Down

$35,834

Down $203 (-0.6%) from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin80th percentile

Revenue

Down

$223,397

Down $27,668 (-11%) from 2022

Expenses

Down

$161,267

Down $98,811 (-38%) from 2022

Net Income

Up

$62,130

Up $71,143 (+789%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2023

Assets$215,331
Liabilities$35,834
Net Assets$179,497
Open 2023 Filing

Operations Trend

Revenue Growth32nd 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

2023

Revenue$223,397
Expenses$161,267
Net Income$62,130
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 28, 2025
Return Version
2023v6.0
Gross Receipts
$223,397
Mission and Program Overview

Mission

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

To promote, encourage, and support the covergence of stem education in k-12 curriculum

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$71,023$141,773▲ $70,750
Cash and Non-Interest-Bearing Accounts$58,140$41,519▼ $16,621
Total Assets$153,405$215,331▲ $61,926
Other Assets Total$24,242$32,039▲ $7,797
Liabilities
Accounts Payable and Accrued Expenses$36,038$35,834▼ $204
Total Liabilities$36,038$35,834▼ $204
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$117,367$179,497▲ $62,130
Total Net Assets Fund Balance$117,367$179,497▲ $62,130
Total Liabilities and Net Assets / Fund Balance$153,405$215,331▲ $61,926

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$32,000--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Louise CantwellExecutive DirectorsecretaryPT$20,000$20,000

Board Members and Trustees

NameTitle
Sam XimenesPresidenttreasurer
Cerina ZamoraDirector
Donald HooperDirector
Tai Sik LeeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$223,397
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$397
Change in Net Assets
$62,130
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$121,014
Salaries, Compensation, and Employee Benefits$40,253
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$71,282--$71,282
Occupancy$34,735$4,053-$38,788
Other Salaries and Wages$18,228$2,025-$20,253
Current Officers, Directors, Trustees, and Key Employees$18,000$2,000-$20,000
Office Expenses$7,552$576-$8,128
Insurance-$1,619-$1,619
Interest$1,154--$1,154
Advertising-$43-$43
Total Functional Expenses$150,951$10,316$0$161,267
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 governing body review Part VI line 11

“The board of directors reviews and accepts the 990 at the board meeting prior to submitting to the irs.”

Conflict of interest policy compliance Part VI line 12C

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

CEO executive director top management comp Part VI line 15A

“The organization uses a compensation survey to establish reasonable compensation packages for its employees.”

Other officer or key employee compensation Part VI line 15B

“The organization uses a compensation survey to establish reasonable compensation packages for its employees.”

Form 990 availability to public Part VI line 18

“The organization makes its annual 990 filing available to the public upon request and is listed on guidestar.”

Governing documents etc available to public Part VI line 19

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

Filing and Contact Details

Filer

Filer Name
Wex Foundation
EIN
01-0932048
Address
232 CANADA VERDE, SAN ANTONIO, TX 78232

Signing Officer

Name
Sam Ximenes
Title
Presidenttreas
Phone
2104042981
Signed
2025-03-28
Discuss with paid preparer
Yes

Organization Details

Formed
2012
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
2

Preparer

Firm
JMS CPAs PLLC
Address
282 W Wildwood, San Antonio, TX 78212
Preparer
Kyle McLaughlin
Phone
2105269747
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Outside contract services to assist in the functioning of the programs for the foundation.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS AND ACCEPTS THE 990 AT THE BOARD MEETING PRIOR TO SUBMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ENFORCED COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY REVIEWING IT AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION USES A COMPENSATION SURVEY TO ESTABLISH REASONABLE COMPENSATION PACKAGES FOR ITS EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION USES A COMPENSATION SURVEY TO ESTABLISH REASONABLE COMPENSATION PACKAGES FOR ITS EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS ANNUAL 990 FILING AVAILABLE TO THE PUBLIC UPON REQUEST AND IS LISTED ON GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAIALBLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OUTSIDE CONTRACT SERVICES TO ASSIST IN THE FUNCTIONING OF THE PROGRAMS FOR THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other fees for services expenses Part IX line 11g
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IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTPS://WEXFOUNDATION.ORG/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM XIMENES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENTTREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum02104042981
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-28
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0282 W Wildwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerPersonGrp/PhoneNum02105269747
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kyle McLaughlin
ReturnHeader/ReturnTs02025-03-31T12:20:38-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,331
Liabilities
$35,834
Net assets
$179,497
Revenue
$223,397
Expenses
$161,267
Net income
$62,130
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