WBL FAMILY INVESTMENTS INC (EIN 311761373) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

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

TO OWN REAL ESTATE FOR THE BENEFIT OF AND TO SUPPORT THE EPISCOPAL SCHOOL OF DALLAS, INC.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

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

$1,138,666

Total Directors

$1,138,666

Key Employees

Highest Compensated

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

WBL FAMILY INVESTMENTS INC