THE 1857 FOUNDATION INC (EIN 812280513) - 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

2016

Legal Domicile

Principal Officer

JAMES M ALEXANDER III

Phone

2516399111

Tax Period

2023-01-01 to 2023-12-31

THE 1857 FOUNDATION INC, founded in 2016, is a small nonprofit in the Arts, Culture & Humanities sector that reported $218K in total revenue in fiscal year 2020. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $215K, a strong 99% operating margin.

Mission

THE 1857 FOUNDATION IS ORGANIZED FOR THE PURPOSE OF PRESERVING THE HISTORIC OR ARCHITECTURAL CHARACTER OF THE MOBILE, ALABAMA COMMUNITY THROUGH THE ACQUISITION AND RESTORATION OF HISTORICALLY OR ARCHITECTURALLY SIGNIFICANT PROPERTIES, PROMOTING AN APPRECIATION OF THE HISTORY OF MOBILE

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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 $135,103

Program Service Revenue $0

Investment Income $1,572

Other Revenue $-69,886

TOTAL REVENUE $66,789

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,382

Other Expenses $4,382

TOTAL EXPENSES $4,382

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,789	$152,015	-0.6%
Expenses	$4,382	N/A	N/A
Net Income	$62,407	$152,015	-0.6%

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

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
JAMES M ALEXANDER	PRESIDENT	5.00	Officer Director	$0	$0	$0
ALTON R BROWN III	VICE PRESIDENT/DIRECTOR	2.00	Officer Director	$0	$0	$0
DAVID L WALLACE	SECRETARY/DIRECTOR	2.00	Officer Director	$0	$0	$0
JAMES R COX	TREASURER/DIRECTOR	2.00	Officer Director	$0	$0	$0
JT HENDRIX	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH L LEAVITT	DIRECTOR	2.00	Director	$0	$0	$0
JOHN G WACKER	DIRECTOR	2.00	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
2024	No data	No data	No data	No data
2023	$66,789	$4,382	$1,955,634	$62,407
2022	$152,015	No data	$1,893,227	No data
2021	$344,644	$1,351	$1,865,387	$343,293
2020	$217,792	$2,614	$1,847,731	$215,178

THE 1857 FOUNDATION INC