ALEXANDER MEMORIAL FUND

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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

1955

Legal Domicile

Phone

9188571457

Tax Period

2021-07-01 to 2022-06-30

ALEXANDER MEMORIAL FUND, founded in 1955, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $230K in total revenue in fiscal year 2021. Revenue fell 708% from the prior year — a significant decline worth monitoring.

Mission

THE FUND IS THE SOLE SUPPORTER OF THE 12 & 12 FAMILY PROGRAM. 12 & 12'S MAIN PURPOSE IS TO SERVER PRIMARILY INDIGENT PEOPLE WITH ALCOHOL AND DRUG PROBLEMS IN THE TULSA METROPOLITAN AREA.

Program Service Accomplishments

Program 1

Expenses: $27,500

THE FAMILY PROGRAM'S MAIN PURPOSE IS TO INVOLVE THE FAMILY IN THE TREATMENT AND RECOVERY OF THE PATIENT THROUGH PROGRAMS AND 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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $-91,487

Other Revenue $-138,241

TOTAL REVENUE $-229,728

Expense Breakdown

Grants Paid $27,500

Salaries & Benefits $120,000

Fundraising Expenses $0

Program Expenses $27,500

Other Expenses $100,077

TOTAL EXPENSES $247,577

Year-over-Year Comparison

	2021	2020	Change
Revenue	$-229,728	$37,789	-7.1%
Expenses	$247,577	$1,009,456	-0.8%
Net Income	$-477,305	$-971,667	-0.5%

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

N/A

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

$100,000

Total Directors

$120,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT O LAIRD II	MANAGER-TRUSTEE	35.00	Officer Director	$100,000	$0	$100,000
FREDERIC N SCHNEIDER III	Trustee	1.00	Director	$10,000	$0	$10,000
CLAYTON WOODRUM	Trustee	1.00	Director	$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
2022	$-229,728	$247,577	$7,092,258	$-477,305
2021	$37,789	$1,009,365	$5,677,155	$-971,576
2020	$375,709	$1,163,064	$6,361,821	$-787,355
2019	$6,814	$1,185,265	$7,209,778	$-1,178,451
2018	$340,767	$1,329,251	$8,325,811	$-988,484