WEX FOUNDATION (EIN 010932048) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

WEX FOUNDATION, founded in 2012, is a small nonprofit in the Education sector that reported $223K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $62K, a strong 28% operating margin.

Mission

TO PROMOTE, ENCOURAGE, AND SUPPORT THE COVERGENCE OF STEM EDUCATION IN K-12 CURRICULUM

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $223,397

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $223,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,253

Fundraising Expenses $0

Program Expenses $150,951

Other Expenses $121,014

TOTAL EXPENSES $161,267

Year-over-Year Comparison

	2023	2022	Change
Revenue	$223,397	$251,065	-0.1%
Expenses	$161,267	$260,078	-0.4%
Net Income	$62,130	$-9,013	-7.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$20,000

Total Directors

$20,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOUISE CANTWELL	EXECUTIVE DIRECTORSECRETARY	20.00	Officer Director	$20,000	$0	$20,000
DONALD HOOPER	DIRECTOR	8.00	Director	$0	$0	$0
TAI SIK LEE	DIRECTOR	8.00	Director	$0	$0	$0
CERINA ZAMORA	DIRECTOR	8.00	Director	$0	$0	$0
SAM XIMENES	PRESIDENTTREASURER	20.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$223,397	$161,267	$215,331	$62,130
2022	$251,065	$260,078	$153,405	$-9,013
2021	$485,831	$432,317	$141,728	$53,514
2020	$559,917	$399,376	$549,194	$160,541
2019	$524,650	$337,457	$401,954	$187,193
2018	$244,212	$241,676	$213,528	$2,536

WEX FOUNDATION