THE ALEXANDRIA ASSOCIATION INC (EIN 237046785) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

KAREN PAUL

Phone

5712257722

Tax Period

2023-07-01 to 2024-06-30

THE ALEXANDRIA ASSOCIATION INC, founded in 1968, is a micro nonprofit that reported $56K in total revenue in fiscal year 2022. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $16K, a strong 29% operating margin.

Mission

PRESERVATION OF ANTIQUITIES OF ALEXANDRIA, VA, PROMOTE ARCHITECTURAL INTEREST, RESTORATION, AND PRESERVATION OF ANCIENT BUILDINGS, PROMOTE HISTORIC RESEARCH AND RECORDS PRESERVATION, AND PROMOTE PARKS AND RIVER FRONT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $13,658

Program Service Revenue $14,026

Investment Income $47,088

Other Revenue $0

TOTAL REVENUE $74,772

Expense Breakdown

Grants Paid $32,943

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,087

Other Expenses $28,839

TOTAL EXPENSES $61,782

Year-over-Year Comparison

	2023	2022	Change
Revenue	$74,772	$55,853	+0.3%
Expenses	$61,782	$39,485	+0.6%
Net Income	$12,990	$16,368	-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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
KAREN PAUL	PRESIDENT	Officer Director	$0	$0	$0
CATHERINE HOLLAN	VICE PRESIDENT	Officer Director	$0	$0	$0
ROBERT RAY IV	TREASURER	Officer Director	$0	$0	$0
ELISABETH F BUTLER SEELINGER	RECORDING SECRETARY	Officer Director	$0	$0	$0
RICHARD KLINGENMAIER	CONSERVATOR	Director	$0	$0	$0
SUMPTER PRIDDY III	CORRESPONDING SECRETARY	Director	$0	$0	$0
ADAM ERBY	ASSISTANT TREASURER	Officer Director	$0	$0	$0
MICHAEL PAUL	PROGRAM DIRECTOR	Director	$0	$0	$0
GEORGE STEVENS	DIRECTOR	Director	$0	$0	$0
MARCIA FEINSTEIN	DIRECTOR	Director	$0	$0	$0

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
2025	No data	No data	No data	No data
2024	$74,772	$61,782	$966,457	$12,990
2023	$55,853	$39,485	$910,738	$16,368

THE ALEXANDRIA ASSOCIATION INC