Civic Intelligence

Hall Wendel Foundation

990PF • Fiscal year 2022 • EIN 41-1584487

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

Organization Profile
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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-397%

Higher net margin than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$25,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 102.4% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

21st percentile

-8.5%

Faster asset growth than 21% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

178%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,036,700

Down $96,821 (-8.5%) from 2021

Net Assets

Down

$1,036,700

Down $96,821 (-8.5%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin3rd percentile

Revenue

Up

$24,411

Up $15,616 (+178%) from 2021

Expenses

Down

$121,232

Down $102,328 (-46%) from 2021

Net Income

Up

-$96,821

Up $117,944 (+55%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2022

Assets$1,036,700
Liabilities$1
Net Assets$1,036,700
Open 2022 Filing

Operations Trend

Revenue Growth94th percentile

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

2022

Revenue$24,411
Expenses$121,232
Net Income-$96,821
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH A FARLEY CORTEZPresident/Treasurer-$25,000-$25,000
W HALL WENDEL JRChair Of The Board-$0--
WILLIAM J BERENSVice President-$0--
DANIEL MEISELVice President/Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMAYO CLINICSUPPORT OF LIVER CANCER RESEARCH - PRISCILLA L. FIOLA AND JEFFREY P. WENDEL LIVER CANCER RESEARCH FUND (PLEDGE 2 OF 5)PCROCHESTER, MN, US$50,000
Paid GrantCROSSING THRESHOLDS INCSCHOLARSHIP FUNDING FOR THE INCOMING 9TH GRADE CLASS, 20-25 STUDENTS, FROM THE KIBERA SLUMPCPORT CHESTER, NY, US$25,000
Filing and Contact Details

Filer

Filer Name
Wendel Foundation
EIN
41-1584487
Phone
7634797137
Address
PO BOX 300, ROGERS, MN 55374

Signing Officer

Name
Deborah Farley Cortez
Title
President/treasurer
Phone
7634797137
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802
Preparer
Julie Boyer
Phone
2187275025
Raw XML Appendix330 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/TitleTxt1CHAIR OF THE BOARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT/SECRETARY
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07634797137
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FUNDING FOR THE INCOMING 9TH GRADE CLASS, 20-25 STUDENTS, FROM THE KIBERA SLUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OF LIVER CANCER RESEARCH - PRISCILLA L. FIOLA AND JEFFREY P. WENDEL LIVER CANCER RESEARCH FUND (PLEDGE 2 OF 5)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CROSSING THRESHOLDS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0168A IRVING AVENUE STE 300K
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 FIRST ST SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORT CHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCHESTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155902
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt059648
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0126323
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0974439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0904673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0906970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0882117
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0882117
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02956637
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt044232
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0126323
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0974439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0904673
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0906970
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0103880
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt044232
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03838754
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03794522
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PAYROLL EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02276
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04551
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt028
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt028
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06375
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SCHOLARSHIP AMERICA, INC. MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06375
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH FARLEY CORTEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07634797137
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WENDEL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DEBORAH FARLEY CORTEZ
ReturnHeader/Filer/BusinessNameControlTxt0WEND
ReturnHeader/Filer/EIN0411584487
ReturnHeader/Filer/PhoneNum07634797137
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 300
ReturnHeader/Filer/USAddress/CityNm0ROGERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055374
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST FIRST STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055802
ReturnHeader/PreparerPersonGrp/PhoneNum02187275025
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE BOYER
ReturnHeader/ReturnTs02023-05-11T14:49:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBORAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FARLEY CORTEZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,036,700
Liabilities
$1
Net assets
$1,036,700
Revenue
$24,411
Expenses
$121,232
Net income
-$96,821
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
2022Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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