Civic Intelligence

Alexander Memorial Fund

990PF • Fiscal year 2023 • EIN 73-0624341

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

5620 E 89th StreetTulsa, OK 74137

(918) 857-1457

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.40x

Higher debt load relative to assets than 74% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

3.63x

Higher debt load relative to revenue than 94% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

1st percentile

-390%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

33rd percentile

$86,250

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

3rd percentile

-29%

Faster asset growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Flat

$5,036,321

Flat from 2023

Net Assets

$3,034,561

No earlier filing loaded for comparison.

Liabilities

Flat

$2,001,760

Flat from 2023

Revenue

Flat

$552,107

Flat from 2023

Expenses

Flat

$2,706,186

Flat from 2023

Net Income

Flat

-$2,154,079

Flat from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $5,061,716Liabilities 2011: $65,220Net Assets 2011: $4,996,4962011Assets 2012: $10,017,245Liabilities 2012: $29,664Net Assets 2012: $9,987,5812012Assets 2013: $9,884,857Liabilities 2013: $30,674Net Assets 2013: $9,854,1832013Assets 2014: $9,892,254Liabilities 2014: $52,647Net Assets 2014: $9,839,6072014Assets 2015: $9,641,703Liabilities 2015: $59,886Net Assets 2015: $9,581,8172015Assets 2016: $9,533,438Liabilities 2016: $44,148Net Assets 2016: $9,489,2902016Assets 2017: $9,357,384Liabilities 2017: $206,587Net Assets 2017: $9,150,7972017Assets 2018: $8,325,811Liabilities 2018: $34,471Net Assets 2018: $8,291,3402018Assets 2019: $7,209,778Liabilities 2019: $33,476Net Assets 2019: $7,176,3022019Assets 2020: $6,361,821Liabilities 2020: $26,481Net Assets 2020: $6,335,3402020Assets 2021: $5,677,155Liabilities 2021: $44,439Net Assets 2021: $5,632,7162021Assets 2022: $7,092,258Liabilities 2022: $2,046,939Net Assets 2022: $5,045,3192022Assets 2023: $5,036,321Liabilities 2023: $2,001,760Net Assets 2023: $3,034,5612023Assets 2023: $5,036,321Liabilities 2023: $2,001,7602023Assets 2024: $5,148,168Liabilities 2024: $1,942,8472024Assets 2025: $5,206,894Liabilities 2025: $1,896,110Net Assets 2025: $3,310,7842025

Highlighted filing

2023

Assets$5,036,321
Liabilities$2,001,760
Net Assets$3,034,561

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: -$39,750Expenses 2011: $320,461Net Income 2011: -$360,2112011Expenses 2012: $290,8662012Revenue 2013: $67,273Expenses 2013: $121,765Net Income 2013: -$54,4922013Revenue 2014: $283,243Expenses 2014: $297,819Net Income 2014: -$14,5762014Revenue 2015: $222,464Expenses 2015: $480,254Net Income 2015: -$257,7902015Revenue 2016: $231,999Expenses 2016: $379,893Net Income 2016: -$147,8942016Revenue 2017: $719,456Expenses 2017: $1,144,963Net Income 2017: -$425,5072017Revenue 2018: $340,767Expenses 2018: $1,329,251Net Income 2018: -$988,4842018Revenue 2019: $6,814Expenses 2019: $1,185,265Net Income 2019: -$1,178,4512019Revenue 2020: $375,709Expenses 2020: $1,163,064Net Income 2020: -$787,3552020Revenue 2021: $37,789Expenses 2021: $1,009,365Net Income 2021: -$971,5762021Revenue 2022: -$229,728Expenses 2022: $247,577Net Income 2022: -$477,3052022Revenue 2023: $552,107Expenses 2023: $2,706,186Net Income 2023: -$2,154,0792023Revenue 2023: $552,107Expenses 2023: $2,706,186Net Income 2023: -$2,154,0792023Revenue 2024: $648,521Expenses 2024: $770,413Net Income 2024: -$121,8922024Revenue 2025: $723,796Expenses 2025: $794,607Net Income 2025: -$70,8112025

Highlighted filing

2023

Revenue$552,107
Expenses$2,706,186
Net Income-$2,154,079
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Mission and Program Overview

Mission

The fund is the sole supporter of the 12 & 12 family program. 12 & 12's main purpose is to serve primarily indigent people with alcohol and drug problems in the tulsa metropolitan area.

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT O LAIRD IIManager-TrusteeFT$86,250-$86,250
FREDERIC N SCHNEIDER IIITrustee-$10,000-$10,000
CLAYTON WOODRUMTrustee-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Alexander Memorial Fund
EIN
73-0624341
Phone
9188571457
Address
5620 E 89TH STREET, TULSA, OK 74137

Signing Officer

Name
Robert O Laird Ii
Title
Manager-trustee
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Woodrum Tate & Associates PLLC
Address
321 S Boston Ste 200, Tulsa, OK 74103
Preparer
Clayton E Woodrum
Phone
9185844800
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TULSA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd074137
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR PROGRAM ACTIVITIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt012 & 12 INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06333 EAST SKELLY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074135
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt076353
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076353
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01923647
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01923647
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02000000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01923647
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01923647
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt015314
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
MortgagesAndNotesPayableSch/MortgageAmt01947200
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INFORMATION TECHNOLOGY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE/SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0259
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1556
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2297217
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Rental Income - Noninvestment Property
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05807
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1515105
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt021019
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0TENANT'S DEPOSIT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt021019
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt116316
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AUDIT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt06599
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT O LAIRD II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALEXANDER MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0730624341
ReturnHeader/Filer/PhoneNum09188571457
ReturnHeader/Filer/USAddress/AddressLine1Txt05620 E 89TH STREET
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074137
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202739052
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Woodrum Tate & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0321 S Boston Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074103
ReturnHeader/PreparerPersonGrp/PhoneNum09185844800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLAYTON E WOODRUM
ReturnHeader/ReturnTs02024-05-15T12:24:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT O LAIRD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0II
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$1.90$3.31$0.72$0.79$0.07
2024Summary only. Only limited summary data is available for this year.$5.15$1.94$0.65$0.77$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.04$2.00$3.03$0.55$2.71$2.15
2023Summary only. Only limited summary data is available for this year.$5.04$2.00$0.55$2.71$2.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.09$2.05$5.05$0.23$0.25$0.48
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.68$0.04$5.63$0.04$1.01$0.97
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.36$0.03$6.34$0.38$1.16$0.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.21$0.03$7.18$0.01$1.19$1.18
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.33$0.03$8.29$0.34$1.33$0.99
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.36$0.21$9.15$0.72$1.14$0.43
2016Detailed filing. Detailed filing data is available for this year.$9.53$0.04$9.49$0.23$0.38$0.15
2015Detailed filing. Detailed filing data is available for this year.$9.64$0.06$9.58$0.22$0.48$0.26
2014Detailed filing. Detailed filing data is available for this year.$9.89$0.05$9.84$0.28$0.30$0.01
2013Summary only. Only limited summary data is available for this year.$9.88$0.03$9.85$0.07$0.12$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$0.03$9.99$0.29
2011Summary only. Only limited summary data is available for this year.$5.06$0.07$5.00$0.04$0.32$0.36