Civic Intelligence

Hall Wendel Foundation

990PF • Fiscal year 2017 • EIN 41-1584487

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

PO Box 300Rogers, MN 55374

(763) 479-7137

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-1108%

Higher net margin than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

5th percentile

-21%

Faster asset growth than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-73%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

$3,957,337

No earlier filing loaded for comparison.

Net Assets

$3,957,337

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$93,261

No earlier filing loaded for comparison.

Expenses

$1,126,644

No earlier filing loaded for comparison.

Net Income

-$1,033,383

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,981,866Liabilities 2011: $0Net Assets 2011: $4,981,8662011Assets 2012: $5,102,653Liabilities 2012: $0Net Assets 2012: $5,102,6532012Assets 2013: $5,253,454Liabilities 2013: $1Net Assets 2013: $5,253,4542013Assets 2014: $5,432,425Liabilities 2014: $1Net Assets 2014: $5,432,4252014Assets 2015: $5,667,214Liabilities 2015: $1Net Assets 2015: $5,667,2142015Assets 2017: $3,957,337Liabilities 2017: $0Net Assets 2017: $3,957,3372017Assets 2018: $2,927,286Liabilities 2018: $0Net Assets 2018: $2,927,2862018Assets 2019: $1,916,059Liabilities 2019: $1Net Assets 2019: $1,916,0592019Assets 2020: $1,348,286Liabilities 2020: $1Net Assets 2020: $1,348,2862020Assets 2021: $1,133,521Liabilities 2021: $1Net Assets 2021: $1,133,5212021Assets 2022: $1,036,700Liabilities 2022: $1Net Assets 2022: $1,036,7002022Assets 2023: $925,294Liabilities 2023: $12023

Highlighted filing

2017

Assets$3,957,337
Liabilities$0
Net Assets$3,957,337

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $309,8532011Expenses 2012: $312,9932012Revenue 2013: $457,254Expenses 2013: $309,655Net Income 2013: $147,5992013Revenue 2014: $489,521Expenses 2014: $317,946Net Income 2014: $171,5752014Revenue 2015: $568,074Expenses 2015: $330,052Net Income 2015: $238,0222015Revenue 2017: $93,261Expenses 2017: $1,126,644Net Income 2017: -$1,033,3832017Revenue 2018: $98,993Expenses 2018: $1,127,626Net Income 2018: -$1,028,6332018Revenue 2019: $72,882Expenses 2019: $1,084,109Net Income 2019: -$1,011,2272019Revenue 2020: $506,562Expenses 2020: $1,074,335Net Income 2020: -$567,7732020Revenue 2021: $8,795Expenses 2021: $223,560Net Income 2021: -$214,7652021Revenue 2022: $24,411Expenses 2022: $121,232Net Income 2022: -$96,8212022Revenue 2023: $51,561Expenses 2023: $162,967Net Income 2023: -$111,4062023

Highlighted filing

2017

Revenue$93,261
Expenses$1,126,644
Net Income-$1,033,383
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah A Farley CortezPresident/Treasurer-$0--
W Hall Wendel JrChair Of The Board-$0--
WILLIAM J BERENSVice President-$0--
Daniel A MeiselVice Pres/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Wendel Foundation
EIN
41-1584487
In Care Of
% DEBORAH A FARLEY CORTEZ
Phone
7634797137
Address
PO Box 300, Rogers, MN 55374

Signing Officer

Name
Deborah a Farley Cortez
Title
President/Treasurer
Phone
7634797137
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
330 N Wabash Suite 3200, CHICAGO, IL 60611
Preparer
Jacob Cook
Phone
3128569100
Raw XML Appendix346 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Deborah A Farley Cortez
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1W Hall Wendel Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM J BERENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Daniel A Meisel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Chair of the Board
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice Pres/Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014567 78th Street NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13613 royal palm avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2DORSEY WHITNEY LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34520 via vistosa
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DEBORAH A FARLEY CORTEZ
IRS990PF/StatementsRegardingActyGrp/PhoneNum07634797137
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0W HALL WENDEL JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0101522
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Schwarzman Scholars Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Canalino Language Intervention Research Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Scholarship America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Tsinghua Education Foundation (NA) Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Carpinteria Education Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Team Impact
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12200 Sand Hill Rd Ste 160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25201 8th St Ste 311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3500 Victory Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0St Peter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Menlo Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Carpinteria
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Quincy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd056082
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302171
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01119522
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0244527
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0244527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0734253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09983
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014629
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014629
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01656003
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0882117
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0734253
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09983
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029650
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01126644
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0882117
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01670632
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0788515
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt06477
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06477
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01129
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt045
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0600
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax Paid
TaxesSchedule/TaxesDetail/CategoryTxt1Estimated Excise Tax Paid
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH A FARLEY CORTEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07634797137
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wendel Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Deborah Farley Cortez
ReturnHeader/Filer/BusinessNameControlTxt0WEND
ReturnHeader/Filer/EIN0411584487
ReturnHeader/Filer/InCareOfNm0% DEBORAH A FARLEY CORTEZ
ReturnHeader/Filer/PhoneNum07634797137
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 300
ReturnHeader/Filer/USAddress/CityNm0Rogers
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055374
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C1FAD2FF285FD9AA3D5FE1E2CA5BC50C6101F711
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C1FAD2FF285FD9AA3D5FE1E2CA5BC50C6101F711
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId036189620183165000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.140.192.146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 N Wabash Suite 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03128569100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacob Cook
ReturnHeader/ReturnTs02018-11-12T09:14:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.05$0.16$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.02$0.12$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.01$0.22$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.51$1.07$0.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.07$1.08$1.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.10$1.13$1.03
2017Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.09$1.13$1.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2015Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.57$0.33$0.24
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.00$5.43$0.49$0.32$0.17
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.25$0.00$5.25$0.46$0.31$0.15
2012Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.31
2011Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.31