WBL FAMILY INVESTMENTS INC

EIN: 311761373

DALLAS, TX

Total Revenue
$-67,134
Total Expenses
$18,251
Total Assets
N/A
Net Assets
N/A
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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
2001
Legal Domicile
TX
Principal Officer
MARY HERNANDEZ
Phone
2143584368
Tax Period
2022-07-01 to 2023-05-04

WBL FAMILY INVESTMENTS INC, founded in 2001, is a micro nonprofit that reported $67K in total revenue in fiscal year 2022.

Mission

THE ORGANIZATION'S MISSION IS TO OWN REAL ESTATE FOR THE BENEFIT OF AND TO SUPPORT THE EPISCOPAL SCHOOL OF DALLAS, INC.

Program Service Accomplishments

Program 1

WBL FAMILY INVESTMENTS, INC. (WBL) OWNED 5 HOUSES FOR THE BENEFIT OF AND TO SUPPORT THE EPISCOPAL SCHOOL OF DALLAS, INC. (ESD). ESD IS CONSIDERING VARIOUS OPTIONS FOR FUTURE USAGE OF THESE...

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WBL FAMILY INVESTMENTS, INC. (WBL) OWNED 5 HOUSES FOR THE BENEFIT OF AND TO SUPPORT THE EPISCOPAL SCHOOL OF DALLAS, INC. (ESD). ESD IS CONSIDERING VARIOUS OPTIONS FOR FUTURE USAGE OF THESE PROPERTIES.AS OF OCTOBER 13, 2022, WBL TRANSFERRED THE PROPERTIES TO ESD. AS SUCH, WBL'S PURPOSE WAS FULFILLED AND THE ORGANIZATION HAS CLOSED.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $-67,134
TOTAL REVENUE $-67,134

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $18,251
TOTAL EXPENSES $18,251

Year-over-Year Comparison

2022 2021 Change
Revenue $-67,134 $-99,006 -0.3%
Expenses $18,251 $6,820 +1.7%
Net Income $-85,385 $-105,826 -0.2%
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

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
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
3
$1,138,666
Total Directors
3
$1,138,666
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID L BAAD CHAIR; HOS ESD 2.00
Officer Director
$0 $36,252 $620,675
BLANCA MARY HERNANDEZ TREASURER; CFO ESD 2.00
Officer Director
$0 $15,064 $239,671
RUTH M BURKE SECRETARY; ASST HOS ESD 1.00
Officer Director
$0 $34,440 $278,320
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
2023 $-67,134 $18,251 No data $-85,385
2022 $-99,006 $6,820 $1,412,180 $-105,826
2021 $-67,341 $65,107 $1,418,718 $-132,448
2020 $-62,895 $278,167 $1,446,403 $-341,062
2019 $841,581 $2,821 $1,715,363 $838,760
2018 $-147,655 $2,592 $2,963,788 $-150,247
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