ALLBRITTON-ALFORD ENDOWMENT FUND Z… - Form 990 Financial Data

🔒

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

1988

Legal Domicile

Principal Officer

ZB NA

Phone

7132321095

Tax Period

2018-01-01 to 2018-12-31

ALLBRITTON-ALFORD ENDOWMENT FUND ZB NA TRUSTEE, founded in 1988, is a small nonprofit that reported $213K in total revenue in fiscal year 2018. Revenue surged 380% from the prior year, signaling strong growth momentum. Expenses of $865K exceeded revenue, resulting in a 306% operating deficit.

Mission

THE MISSION OF THE ENDOWMENT FUND WAS TO SUPPORT THE EDUCATIONAL, MEDICAL AND SCIENTIFIC RESEARCH PROJECTS OF BAYLOR COLLEGE OF MEDICINE SUPERVISED OR DIRECTED BY THE LATE DR. BOBBY ALFORD.

Program Service Accomplishments

Program 1

Expenses: $858,277

PAYMENT TO BAYLOR COLLEGE OF MEDICINE FOR THE SUPPORT OF EDUCATIONAL, MEDICAL, AND SCIENTIFIC RESEARCH PROJECTS.

🔒

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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $213,055

Other Revenue $0

TOTAL REVENUE $213,055

Expense Breakdown

Grants Paid $858,277

Salaries & Benefits $1,659

Fundraising Expenses $0

Program Expenses $858,277

Other Expenses $4,700

TOTAL EXPENSES $864,636

Year-over-Year Comparison

	2018	2017	Change
Revenue	$213,055	$44,399	+3.8%
Expenses	$864,636	$8,953	+95.6%
Net Income	$-651,581	$35,446	-19.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL KLOTMAN MD	TRUSTEE	0.25	Director	$0	$0	$0
N/A	TRUSTEE	0.25		$1,659	$0	$1,659

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
2018	$213,055	$864,636	No data	$-651,581

ALLBRITTON-ALFORD ENDOWMENT FUND ZB NA TRUSTEE