Civic Intelligence

The Alex Foundation Inc.

990 • Fiscal year 2019 • EIN 86-0708919

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 10, 2020

Organization ProfileALEXFOUNDATION.ORG
30 Curry CircleSwampscott, MA 01907

(617) 495-2852

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

84th percentile

33%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

79%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$606,983

Up $150,862 (+33%) from 2018

Net Assets

Up

$606,983

Up $150,862 (+33%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin89th percentile

Revenue

Up

$347,066

Up $152,902 (+79%) from 2018

Expenses

Up

$196,204

Up $9,411 (+5.0%) from 2018

Net Income

Up

$150,862

Up $143,491 (+1947%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$1.0M$500K$0Assets 2011: $434,465Liabilities 2011: $02011Assets 2012: $423,177Liabilities 2012: $02012Assets 2013: $394,911Liabilities 2013: $02013Assets 2014: $410,856Liabilities 2014: $02014Assets 2015: $391,073Liabilities 2015: $02015Assets 2016: $371,841Liabilities 2016: $02016Assets 2017: $448,750Liabilities 2017: $0Net Assets 2017: $448,7502017Assets 2018: $456,121Liabilities 2018: $0Net Assets 2018: $456,1212018Assets 2019: $606,983Liabilities 2019: $0Net Assets 2019: $606,9832019Assets 2020: $698,540Liabilities 2020: $0Net Assets 2020: $698,5402020Assets 2021: $775,173Liabilities 2021: $0Net Assets 2021: $775,1732021Assets 2022: $753,664Liabilities 2022: $0Net Assets 2022: $753,6642022Assets 2023: $757,169Liabilities 2023: $0Net Assets 2023: $757,1692023Assets 2024: $965,018Liabilities 2024: $0Net Assets 2024: $965,0182024

Highlighted filing

2019

Assets$606,983
Liabilities$0
Net Assets$606,983
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $100,022Expenses 2011: $91,424Net Income 2011: $8,5982011Revenue 2012: $112,664Expenses 2012: $123,952Net Income 2012: -$11,2882012Revenue 2013: $115,962Expenses 2013: $144,228Net Income 2013: -$28,2662013Revenue 2014: $160,168Expenses 2014: $144,223Net Income 2014: $15,9452014Revenue 2015: $142,733Expenses 2015: $152,516Net Income 2015: -$9,7832015Revenue 2016: $144,071Expenses 2016: $163,303Net Income 2016: -$19,2322016Revenue 2017: $238,411Expenses 2017: $161,501Net Income 2017: $76,9102017Revenue 2018: $194,164Expenses 2018: $186,793Net Income 2018: $7,3712018Revenue 2019: $347,066Expenses 2019: $196,204Net Income 2019: $150,8622019Revenue 2020: $300,171Expenses 2020: $208,614Net Income 2020: $91,5572020Revenue 2021: $309,006Expenses 2021: $232,373Net Income 2021: $76,6332021Revenue 2022: $314,445Expenses 2022: $335,954Net Income 2022: -$21,5092022Revenue 2023: $301,024Expenses 2023: $297,519Net Income 2023: $3,5052023Revenue 2024: $530,505Expenses 2024: $346,141Net Income 2024: $184,3642024

Highlighted filing

2019

Revenue$347,066
Expenses$196,204
Net Income$150,862
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 10, 2020
Return Version
2019v5.1
Gross Receipts
$347,066
Mission and Program Overview

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 into the psychological diseases and care of these birds. Through these efforts The Alex Foundation, and the memory of Alex, will live on and will accomplish its mission to improve the lives of all parrots worldwide.

Research in avian intelligence and communication

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$456,121$606,983▲ $150,862
Cash and Non-Interest-Bearing Accounts$390,359$448,264▲ $57,905
Investments in Publicly Traded Securities$65,762$158,719▲ $92,957
Total Assets$456,121$606,983▲ $150,862
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$456,121$606,983▲ $150,862
Total Liabilities and Net Assets / Fund Balance$456,121$606,983▲ $150,862
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Irene M PepperbergPresident
Diana ReissVice-president
Carol DarezzoDirector
Christine DavisDirector
Deborah RivelDirector
Gregory LamorteDirector
Katie DolanDirector
Kethryn McadamsDirector
Su EgenSecretrytreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$322,273
Program Service Revenue
$0
Investment Income
$24,793
Other Revenue
$0
Change in Net Assets
$150,862

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$78,847Stock Market Value
Total Noncash Contributions2$78,847-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$196,204
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$194,095--$194,095
Fees for Services Accounting$2,109--$2,109
Total Functional Expenses$196,204$0$0$196,204
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The board is provided a copy of the form 990”

Governing documents etc available to public Part VI line 19

“Documents are provided upon request”

Filing and Contact Details

Filer

Filer Name
The Alex Foundation
EIN
86-0708919
Address
30 CURRY CIRCLE, Swampscott, MA 01907

Signing Officer

Name
Irene Pepperberg
Title
President
Signed
2020-10-10
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
7
Employees
0

Preparer

Firm
Puniello & Company PC
Address
555 Metacom Avenue, Bristol, RI 02809
Preparer
Nicholas J Puniello
Phone
4013965594
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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0STOCK MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt078847
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD IS PROVIDED A COPY OF THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE PROVIDED UPON REQUEST
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0456121
IRS990/TotalAssetsEOYAmt0606983
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0322273
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0196204
IRS990/TotalFunctionalExpensesGrp/TotalAmt0196204
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0347066
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0IRENE PEPPERBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALEX FOUNDATION
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.143.217.20
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTm015:27:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431965464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Puniello & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 Metacom Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bristol
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002809
ReturnHeader/PreparerPersonGrp/PhoneNum04013965594
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas J Puniello
ReturnHeader/ReturnTs02020-11-10T12:55:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$606,983
Liabilities
$0
Net assets
$606,983
Revenue
$347,066
Expenses
$196,204
Net income
$150,862
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$5.31$3.46$1.84
2023Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$3.01$2.98$0.04
2022Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$3.14$3.36$0.22
2021Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$3.09$2.32$0.77
2020Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$3.00$2.09$0.92
2019Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$3.47$1.96$1.51
2018Summary only. Only limited summary data is available for this year.$4.56$0.00$4.56$1.94$1.87$0.07
2017Summary only. Only limited summary data is available for this year.$4.49$0.00$4.49$2.38$1.62$0.77
2016Summary only. Only limited summary data is available for this year.$3.72$0.00$1.44$1.63$0.19
2015Summary only. Only limited summary data is available for this year.$3.91$0.00$1.43$1.53$0.10
2014Summary only. Only limited summary data is available for this year.$4.11$0.00$1.60$1.44$0.16
2013Summary only. Only limited summary data is available for this year.$3.95$0.00$1.16$1.44$0.28
2012Summary only. Only limited summary data is available for this year.$4.23$0.00$1.13$1.24$0.11
2011Summary only. Only limited summary data is available for this year.$4.34$0.00$1.00$0.91$0.09