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Wbl Family Investments Inc

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Title holding corporations or trusts with multiple parent corporations, which hold titles and pay over income from property to 35 or fewer parents or beneficiaries.

Category: Community Improvement, Capacity Building / Real Estate Organizations (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
−$67.1k (2023)

Expenses
$18.3k (2023)

Total Assets
$0 (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$67,134
Expenses
$18,251
Net Income
-$85,385
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$67,134
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
David L Baad (Chair; Hos Esd) $0 $584,423 $36,252
Blanca Mary Hernandez (Treasurer; Cfo Esd) $0 $224,607 $15,064
Ruth M Burke (Secretary; Asst Hos Esd) $0 $243,880 $34,440

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$99,006
Expenses
$6,820
Net Income
-$105,826
Net Assets
-$3,351,407
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$99,006
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,412,180
Total Liabilities $4,763,587
Net Assets -$3,351,407
Compensation
Key Employees and Officers Compensation Related Other
David L Baad (Chair; Hos Esd) $0 $749,696 $25,899
Blanca Mary Hernandez (Treasurer; Cfo Esd) $0 $159,273 $15,657
Ruth M Burke (Secretary; Asst Hos Esd) $0 $227,908 $28,651
Robert Buchholz (Former Treasurer; Former Cfo Esd) $0 $212,652 $21,225

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$67,341
Expenses
$65,107
Net Income
-$132,448
Net Assets
-$3,245,581
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$67,341
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,418,718
Total Liabilities $4,664,299
Net Assets -$3,245,581
Compensation
Key Employees and Officers Compensation Related Other
David L Baad (Chair; Hos Esd) $0 $484,528 $36,743
Robert A Buchholz (Treasurer; Cfo Esd) $0 $266,528 $24,796
Ruth M Burke (Secretary; Asst Hos Esd) $0 $219,971 $28,425

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$62,895
Expenses
$278,167
Net Income
-$341,062
Net Assets
-$3,113,133
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$62,895
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,446,403
Total Liabilities $4,559,536
Net Assets -$3,113,133
Compensation
Key Employees and Officers Compensation Related Other
Robert A Buchholz (Treasurer; Cfo Esd) $0 $260,695 $53,202
Ruth M Burke (Secretary; Asst Hos Esd) $0 $212,874 $61,392
David L Baad (Chair; Hos Esd) $0 $347,900 $36,873
Denis M Stokes (Director Of Development) $0 $210,992 $44,256
John E Boberg (Academic Dean Esd) $0 $151,416 $29,687
Henry F Heil (Head Of Upper School Esd) $0 $143,291 $41,684
Michael J Schneider (Physical Education Chair) $0 $126,710 $40,360
Blanca M Hernandez (Director Of Finance) $0 $126,670 $28,281
Dawn M Lewis (Director Of Human Resources) $0 $119,556 $26,147

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$841,581
Expenses
$2,821
Net Income
$838,760
Net Assets
-$2,772,071
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$143,757
Net Fundraising $0
Sales of Assets $985,338
> 100%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,715,363
Total Liabilities $4,487,434
Net Assets -$2,772,071
Compensation
Key Employees and Officers Compensation Related Other
Robert A Buchholz (Treasurer; Cfo Esd) $0 $252,549 $41,453
Ruth M Burke (Secretary; Asst Hos Esd) $0 $206,439 $36,621
Dave Baad As Of 072018 (Chair; Hos Esd) $0 $223,238 $15,410
Stephen B Swann Term 082012 (Former Rector And Headmaster) $0 $304,458 $0
Meredyth L Cole Term 062018 (Former Chair, Hos Esd) $0 $248,445 $24,319

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$147,655
Expenses
$2,592
Net Income
-$150,247
Net Assets
-$2,625,493
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$147,655
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,963,788
Total Liabilities $5,589,281
Net Assets -$2,625,493
Compensation
Key Employees and Officers Compensation Related Other
Robert A Buchholz (Treasurer; Cfo Esd) $0 $245,927 $35,719
Ruth M Burke (Secretary; Asst Hos Esd) $0 $200,455 $27,869
Meredyth L Cole (Chair; Hos Esd) $0 $585,929 $50,154
Stephen B Swann Term 082012 (Former Rector And Headmaster) $0 $262,000 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$367,682
Expenses
$471
Net Income
-$368,153
Net Assets
-$2,475,246
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$86,305
Net Fundraising $0
Sales of Assets -$281,377
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,033,269
Total Liabilities $5,508,515
Net Assets -$2,475,246
Compensation
Key Employees and Officers Compensation Related Other
Robert A Buchholz (Treasurer; Cfo Esd) $0 $241,009 $22,943
Ruth M Burke (Secretary; Asst Hos Esd) $0 $204,482 $26,118
Meredyth L Cole (Chair; Hos Esd) $0 $554,150 $20,846
Stephen B Swann Term 082012 (Former Rector And Headmaster) $0 $262,000 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$106,506
Expenses
$2,191
Net Income
-$108,697
Net Assets
-$2,107,093
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$106,506
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,238,305
Total Liabilities $5,345,398
Net Assets -$2,107,093
Compensation
Key Employees and Officers Compensation Related Other
Robert A Buchholz (Treasurer; Cfo Esd) $0 $234,583 $21,774
Ruth M Burke (Secretary; Asst Hos Esd) $0 $189,136 $25,131
Meredyth L Cole (Chair; Hos Esd) $0 $385,120 $19,883
Stephen B Swann (Former Rector And Headmaster) $0 $262,000 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$176,053
Expenses
$5,067
Net Income
-$181,120
Net Assets
-$1,998,396
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$176,053
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,239,414
Total Liabilities $5,237,810
Net Assets -$1,998,396
Compensation
Key Employees and Officers Compensation Related Other
Meredyth L Cole (Chair; Hos Esd) $0 $400,337 $25,483
Ruth Burke (Secretary; Asst Hos Esd) $0 $188,493 $38,791
Robert A Buchholz (Treasurer; Cfo Esd) $0 $224,448 $38,763
John Eagle Term 12015 (Chairman) $0 $0 $0
William Felder Term 12015 (Director) $0 $0 $0
Ginger Brown Term 12015 (Director) $0 $0 $0
Stephen B Swann (Former Rector And Headmaster) $0 $262,000 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$175,326
Expenses
$6,192
Net Income
-$181,518
Net Assets
-$1,817,276
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$175,326
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,322,433
Total Liabilities $5,139,709
Net Assets -$1,817,276
Compensation
Key Employees and Officers Compensation Related Other
John Eagle (Chairman) $0 $0 $0
Bill Felder (Director) $0 $0 $0
Ginger Brown (Director) $0 $0 $0
Robert A Buchholz (Chief Financial Officer, Esd) $0 $234,731 $23,102
Meredyth L Cole (Head Of School) $0 $179,038 $13,920
Stephen B Swann (Former Rector And Headmaster) $0 $288,442 $1,229

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$246,367
Expenses
$4,349
Net Income
-$250,716
Net Assets
-$1,635,758
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$246,367
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,411,152
Total Liabilities $5,046,910
Net Assets -$1,635,758

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$400,142
Expenses
$1,691
Net Income
-$401,833
Net Assets
-$1,385,042
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$380,487
Net Fundraising $0
Sales of Assets -$19,655
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,106,135
Total Liabilities $4,491,177
Net Assets -$1,385,042

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$449,029
Expenses
$556
Net Income
-$449,585
Net Assets
-$983,209
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$449,029
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,278,063
Total Liabilities $4,261,272
Net Assets -$983,209

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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