Civic Intelligence

Wendell Family Fund

EIN 45-5463001 • 501(c)3 • Houston, TX

Profile

Celebrations of american independence on july 4th

3257 Inwood DrHouston, TX 77019

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

0.7%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$131,515

Up $13,789 (+12%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$131,515

Up $13,789 (+12%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$100,575

Up $722 (+0.7%) from 2024

Expenses

Up

$86,786

Up $44 (+0.1%) from 2024

Net Income

Up

$13,789

Up $678 (+5.2%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2013: $38,492Liabilities 2013: $02013Assets 2014: $44,168Liabilities 2014: $02014Assets 2015: $50,967Liabilities 2015: $02015Assets 2016: $58,077Liabilities 2016: $02016Assets 2017: $59,003Net Assets 2017: $59,0032017Assets 2018: $60,605Liabilities 2018: $02018Assets 2019: $78,510Liabilities 2019: $02019Assets 2020: $87,063Net Assets 2020: $87,0632020Assets 2021: $96,584Net Assets 2021: $96,5842021Assets 2023: $104,615Net Assets 2023: $104,6152023Assets 2024: $117,726Net Assets 2024: $117,7262024Assets 2025: $131,515Net Assets 2025: $131,5152025

Highlighted filing

2025

Assets$131,515
Liabilities-
Net Assets$131,515
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2013: $48,378Expenses 2013: $47,452Net Income 2013: $9262013Revenue 2014: $57,941Expenses 2014: $52,265Net Income 2014: $5,6762014Revenue 2015: $63,150Expenses 2015: $56,351Net Income 2015: $6,7992015Revenue 2016: $68,342Expenses 2016: $61,232Net Income 2016: $7,1102016Revenue 2017: $57,573Expenses 2017: $56,647Net Income 2017: $9262017Revenue 2018: $53,941Expenses 2018: $52,339Net Income 2018: $1,6022018Revenue 2019: $48,509Expenses 2019: $30,604Net Income 2019: $17,9052019Revenue 2020: $57,024Expenses 2020: $48,471Net Income 2020: $8,5532020Revenue 2021: $71,982Expenses 2021: $62,461Net Income 2021: $9,5212021Revenue 2023: $88,001Expenses 2023: $79,051Net Income 2023: $8,9502023Revenue 2024: $99,853Expenses 2024: $86,742Net Income 2024: $13,1112024Revenue 2025: $100,575Expenses 2025: $86,786Net Income 2025: $13,7892025

Highlighted filing

2025

Revenue$100,575
Expenses$86,786
Net Income$13,789
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,515
Liabilities
-
Net assets
$131,515
Revenue
$100,575
Expenses
$86,786
Net income
$13,789
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.32$1.32$1.01$0.87$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.18$1.18$1.00$0.87$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.88$0.79$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.72$0.62$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.57$0.48$0.09
2019Summary only. Only limited summary data is available for this year.$0.79$0.00$0.49$0.31$0.18
2018Summary only. Only limited summary data is available for this year.$0.61$0.00$0.54$0.52$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.58$0.57$0.01
2016Summary only. Only limited summary data is available for this year.$0.58$0.00$0.68$0.61$0.07
2015Summary only. Only limited summary data is available for this year.$0.51$0.00$0.63$0.56$0.07
2014Summary only. Only limited summary data is available for this year.$0.44$0.00$0.58$0.52$0.06
2013Summary only. Only limited summary data is available for this year.$0.38$0.00$0.48$0.47$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$100,575
Mission and Program Overview

Mission

Celebrations of american independence on july 4th

Program Services

DescriptionGrantsExpenses
FIREWORK EVENT ON JULY 4TH$0$50,400
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN WENDELPresident-$0--
JILL WENDEL HERROLDV. PresidentPT$0--
GEORGE MORESecretary-$0--
LISA WENDELLTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Wendell Family Fund
EIN
45-5463001
Phone
2815463579
Address
3257 INWOOD DR, HOUSTON, TX 77019

Signing Officer

Name
Lisa Wendell
Title
Treasurer
Phone
2815463579
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Garry Cate CPA
Address
105 N Magnolia St, Rockport, TX 78382
Preparer
James Garry Cate CPA
Phone
3617905544
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Fireworks & launch fee 50400.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 533.”

Form 990EZ, Part I, Line 16

“PAYPAL FEE 1523.”

Form 990EZ, Part I, Line 16

“Quickbooks online fee 266.”

Form 990EZ, Part I, Line 16

“Prior year adjustment - undeposited funds”

Form 990EZ, Part II, Line 24

“PREPAID EXPENSE”

Raw XML Appendix182 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LISA WENDELL
IRS990EZ/BooksInCareOfDetail/PhoneNum02815463579
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1056
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0783811056
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0117726
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0131515
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100575
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013789
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0117726
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0131515
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0100575
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0117726
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0131515
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0117726
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0131515
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt322.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAWN WENDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILL WENDEL HERROLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GEORGE MORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA WENDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V. PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052722
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CELEBRATIONS OF AMERICAN INDEPENDENCE ON JULY 4TH
IRS990EZ/PrintingPublicationsPostageAmt034064
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIREWORK EVENT ON JULY 4TH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086786
IRS990EZ/TotalProgramServiceExpensesAmt050400
IRS990EZ/TotalRevenueAmt0100575
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: OTHER INCOME 2021: 25.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt099853
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt088001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt079135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt071457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0439021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/OtherIncome509Grp/TotalAmt025
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0439021
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0100575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt099853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt079135
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071457
IRS990ScheduleA/Total509Grp/TotalAmt0439021
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0439046
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIREWORKS & LAUNCH FEE 50400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE SUPPLIES 533.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYPAL FEE 1523.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3QUICKBOOKS ONLINE FEE 266.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR YEAR ADJUSTMENT - UNDEPOSITED FUNDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PREPAID EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA WENDELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02815463579
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WENDELL FAMILY FUND
ReturnHeader/Filer/BusinessNameControlTxt0WEND
ReturnHeader/Filer/EIN0455463001
ReturnHeader/Filer/PhoneNum02815463579
ReturnHeader/Filer/USAddress/AddressLine1Txt03257 INWOOD DR
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077019
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474579661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Garry Cate CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 N Magnolia St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078382
ReturnHeader/PreparerPersonGrp/PhoneNum03617905544
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Garry Cate CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-25T06:19:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.