THE ALEX FUND INC (EIN 223786644) - 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

2001

Legal Domicile

Principal Officer

WENDY KAHN

Phone

9149092426

Tax Period

2023-01-01 to 2023-12-31

THE ALEX FUND INC, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $131K in total revenue in fiscal year 2023. Expenses of $120K left a modest 8% surplus.

Mission

BREAKING THE CYCLE OF POVERTY THROUGH EARLY EDUCATION.

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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 $109,391

Program Service Revenue $0

Investment Income $21,513

Other Revenue $0

TOTAL REVENUE $130,904

Expense Breakdown

Grants Paid $99,710

Salaries & Benefits $11,098

Fundraising Expenses $10,301

Program Expenses $101,225

Other Expenses $9,599

TOTAL EXPENSES $120,407

Year-over-Year Comparison

	2023	2022	Change
Revenue	$130,904	$137,676	0.0%
Expenses	$120,407	$147,054	-0.2%
Net Income	$10,497	$-9,378	-2.1%

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

$10,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL CANTOR	TRUSTEE	1.00	Director	$0	$0	$0
ETHAN HAWKE	TRUSTEE	1.00	Director	$0	$0	$0
LESLIE HAWKE	TRUSTEE	1.00	Director	$0	$0	$0
CARRIE MALCOLM	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREW SOLOMON	TRUSTEE	1.00	Director	$0	$0	$0
ISABEL FONSECA	TRUSTEE	1.00	Director	$0	$0	$0
ELENA MARIA BURUIANA	TRUSTEE	1.00	Director	$0	$0	$0
RALUCA GOLD-FUCHS	PRESIDENT	10.00	Officer Director	$0	$0	$0
MARILENA MARITESCU	TRUSTEE	1.00	Director	$0	$0	$0
ALEXANDRA TINJALA	TRUSTEE	1.00	Director	$0	$0	$0
STELIAN DRAGAN	TRUSTEE	1.00	Director	$0	$0	$0
RYAN SHAWHUGHES HAWKE	TRUSTEE	1.00	Director	$0	$0	$0
WENDY PHILLIPS KAHN	TREASURER/SECRETERY	5.00	Officer	$10,000	$0	$10,000

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	$130,904	$120,407	$208,384	$10,497
2022	$137,676	$147,054	$195,832	$-9,378
2021	$111,696	$123,647	$226,654	$-11,951
2020	$162,450	$141,916	$229,270	$20,534
2019	$175,271	$126,259	$197,823	$49,012
2018	$85,344	$125,683	$140,918	$-40,339

THE ALEX FUND INC