THE ALEX FOUNDATION INC (EIN 860708919) - 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

1992

Legal Domicile

Principal Officer

IRENE M PEPPERBERG

Phone

6178343148

Tax Period

2024-01-01 to 2024-12-31

THE ALEX FOUNDATION INC, founded in 1992, is a small nonprofit in the Unknown sector that reported $531K in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $184K, a strong 35% operating margin.

Mission

The goal of The Alex Foundation is to support research that will expand the base of knowledge establishing the cognitive and communicative abilities of parrots as intelligent beings. These findings will be used to encourage the responsible ownership of parrots, conservation and preservation of parrots in the wild, and veterinary research.

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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 (2024)

Revenue Breakdown

Contributions & Grants $499,867

Program Service Revenue $2,000

Investment Income $26,458

Other Revenue $2,180

TOTAL REVENUE $530,505

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $134,432

Fundraising Expenses $350

Program Expenses $338,898

Other Expenses $86,709

TOTAL EXPENSES $346,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$530,505	$301,024	+0.8%
Expenses	$346,141	$297,519	+0.2%
Net Income	$184,364	$3,505	+51.6%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
IRENE M PEPPERBERG	PRESIDENT	40.00	Officer Director	$0	$0	$0
DIANA REISS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SU EGAN	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
CAROL D'AREZZO	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE DOLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZANNE GRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH RIVEL	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH SMITH	BOARD MEMBER	1.00	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	$530,505	$346,141	$965,018	$184,364
2023	$301,024	$297,519	$757,169	$3,505
2022	$314,445	$335,954	$753,664	$-21,509
2021	$309,006	$232,373	$775,173	$76,633
2020	$300,171	$208,614	$698,540	$91,557
2019	$347,066	$196,204	$606,983	$150,862

THE ALEX FOUNDATION INC