Civic Intelligence

The Alex Foundation Inc.

990 • Fiscal year 2022 • EIN 86-0708919

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 29, 2023

Organization ProfileALEXFOUNDATION.ORG
30 Curry CircleSwampscott, MA 01907

(781) 598-8913

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

26th percentile

-6.8%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

60th percentile

$30,056

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

37th percentile

-2.8%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

42nd percentile

1.8%

Faster revenue growth than 42% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$753,664

Down $21,509 (-2.8%) from 2021

Net Assets

Down

$753,664

Down $21,509 (-2.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin26th percentile

Revenue

Up

$314,445

Up $5,439 (+1.8%) from 2021

Expenses

Up

$335,954

Up $103,581 (+45%) from 2021

Net Income

Down

-$21,509

Down $98,142 (-128%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2022

Assets$753,664
Liabilities$0
Net Assets$753,664
Open 2022 Filing

Operations Trend

Revenue Growth42nd 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

2022

Revenue$314,445
Expenses$335,954
Net Income-$21,509
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 29, 2023
Return Version
2022v5.0
Gross Receipts
$314,463
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$775,173$753,664▼ $21,509
Cash and Non-Interest-Bearing Accounts$610,506$598,150▼ $12,356
Investments in Publicly Traded Securities$164,667$155,514▼ $9,153
Total Assets$775,173$753,664▼ $21,509
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$775,173$753,664▼ $21,509
Total Liabilities and Net Assets / Fund Balance$775,173$753,664▼ $21,509
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Suzanne GrayDirectorPT$30,056$30,056

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$307,292
Program Service Revenue
$0
Investment Income
$7,153
Other Revenue
$0
All Other Contributions
$307,292
Change in Net Assets
$-21,509
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$231,180
Salaries, Compensation, and Employee Benefits$104,774
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$164,137--$164,137
Other Salaries and Wages$94,247--$94,247
Occupancy$51,750--$51,750
All Other Expenses$15,293--$15,293
Payroll Taxes$9,369--$9,369
Other Employee Benefits$1,158--$1,158
Total Functional Expenses$335,954$0$0$335,954
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
Phone
6718343148
Signed
2023-11-29
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
8
Employees
17

Preparer

Firm
Puniello & Company PC
Address
555 Metacom Avenue, Bristol, RI 02809
Preparer
Nicholas J Puniello
Phone
4013965594
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IRS990ScheduleF/ForeignIndividualsGrantsGrp/DescriptionOfNonCashAsstTxt00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0Europe including Iceland and Greenland
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0CASH ASSISTANCE
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD IS PROVIDED A COPY OF THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE PROVIDED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0775173
IRS990/TotalAssetsEOYAmt0753664
IRS990/TotalAssetsGrp/BOYAmt0775173
IRS990/TotalAssetsGrp/EOYAmt0753664
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0307292
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0335954
IRS990/TotalFunctionalExpensesGrp/TotalAmt0335954
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0775173
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0753664
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0335954
IRS990/TotalReportableCompFromOrgAmt030056
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07153
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0314445
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0775173
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0753664
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0ALEXFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IRENE PEPPERBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06718343148
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALEX FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0860708919
ReturnHeader/Filer/USAddress/AddressLine1Txt030 CURRY CIRCLE
ReturnHeader/Filer/USAddress/CityNm0Swampscott
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001907
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/PreparationDt02024-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas J Puniello
ReturnHeader/ReturnTs02024-02-14T09:58:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0IRENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PEPPERBERG
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$753,664
Liabilities
$0
Net assets
$753,664
Revenue
$314,445
Expenses
$335,954
Net income
-$21,509
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