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WBL FAMILY INVESTMENTS INC

EIN 31-1761373 DALLAS, TX

Revenue 2022
-$67,134
Expenses 2022
$18,251

As filed

Subsection
25
Street
4100 MERRELL RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2022

Mission

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

Activities or mission (Part I)

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

  • 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.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2022

As listed in Part VII of the 2022 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • DAVID L BAAD

    CHAIR; HOS ESD

    Total calculated
    $620,675
    From this org
    $0
    From related orgs
    $584,423
    Other
    $36,252
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $436,991 related
    Bonus
    $0 + $85,000 related
    Other
    $0 + $62,432 related
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $9,252 related
    Filer's total
    $0 + $620,675 related

  • BLANCA MARY HERNANDEZ

    TREASURER; CFO ESD

    Total calculated
    $239,671
    From this org
    $0
    From related orgs
    $224,607
    Other
    $15,064
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,323 related
    Bonus
    $0
    Other
    $0 + $284 related
    Deferred
    $0 + $11,399 related
    Nontaxable benefits
    $0 + $3,665 related
    Filer's total
    $0 + $239,671 related

  • RUTH M BURKE

    SECRETARY; ASST HOS ESD

    Total calculated
    $278,320
    From this org
    $0
    From related orgs
    $243,880
    Other
    $34,440
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,933 related
    Bonus
    $0
    Other
    $0 + $4,947 related
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $7,440 related
    Filer's total
    $0 + $278,320 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2022
    Revenue
    -$67,134
    Expenses
    $18,251
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    -$99,006
    Expenses
    $6,820
    Assets (EOY)
    $1,412,180

  • 2020 · 990

    Revenue
    -$67,341
    Expenses
    $65,107
    Assets (EOY)
    $1,418,718

  • 2019 · 990

    Revenue
    -$62,895
    Expenses
    $278,167
    Assets (EOY)
    $1,446,403

  • 2018 · 990

    Revenue
    $841,581
    Expenses
    $2,821
    Assets (EOY)
    $1,715,363

  • 2017 · 990

    Revenue
    -$147,655
    Expenses
    $2,592
    Assets (EOY)
    $2,963,788

  • 2016 · 990

    Revenue
    -$367,682
    Expenses
    $471
    Assets (EOY)
    $3,033,269

  • 2015 · 990

    Revenue
    -$106,506
    Expenses
    $2,191
    Assets (EOY)
    $3,238,305

  • 2014 · 990

    Revenue
    -$176,053
    Expenses
    $5,067
    Assets (EOY)
    $3,239,414

  • 2013 · 990

    Revenue
    -$175,326
    Expenses
    $6,192
    Assets (EOY)
    $3,322,433

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $4,349
    Assets (EOY)
    $3,411,152

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2022 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2022, the newest we have parsed for this organization.