Civic Intelligence

H B Alexander Foundation Inc

990PF • Fiscal year 2018 • EIN 23-6242501

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 28, 2019

Organization Profile
1861 Santa Barbara DriveLancaster, PA 17601

(717) 735-8000

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

11th percentile

-37%

Higher net margin than 11% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

$900,980

No earlier filing loaded for comparison.

Net Assets

$900,980

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin11th percentile

Revenue

$53,975

No earlier filing loaded for comparison.

Expenses

$74,211

No earlier filing loaded for comparison.

Net Income

-$20,236

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2018: $900,980Liabilities 2018: $0Net Assets 2018: $900,9802018Assets 2019: $935,712Liabilities 2019: $0Net Assets 2019: $935,7122019Assets 2020: $918,004Liabilities 2020: $0Net Assets 2020: $918,0042020Assets 2021: $929,937Liabilities 2021: $0Net Assets 2021: $929,9372021Assets 2022: $851,677Liabilities 2022: $0Net Assets 2022: $851,6772022Assets 2023: $839,711Liabilities 2023: $0Net Assets 2023: $839,7112023Assets 2024: $809,098Liabilities 2024: $0Net Assets 2024: $809,0982024

Highlighted filing

2018

Assets$900,980
Liabilities$0
Net Assets$900,980
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2018: $53,975Expenses 2018: $74,211Net Income 2018: -$20,2362018Revenue 2019: $105,020Expenses 2019: $70,288Net Income 2019: $34,7322019Revenue 2020: $50,797Expenses 2020: $68,505Net Income 2020: -$17,7082020Revenue 2021: $75,839Expenses 2021: $63,906Net Income 2021: $11,9332021Revenue 2022: -$2,781Expenses 2022: $75,479Net Income 2022: -$78,2602022Revenue 2023: $56,297Expenses 2023: $68,263Net Income 2023: -$11,9662023Revenue 2024: $38,025Expenses 2024: $68,638Net Income 2024: -$30,6132024

Highlighted filing

2018

Revenue$53,975
Expenses$74,211
Net Income-$20,236
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 28, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H ALEXANDERDir/V. Chair-$0--
MARION C ALEXANDERDir/Chairper-$0--
ELIZABETH A SCHLUTERDir/Secretar-$0--
GENE P OTTOVP Sageworth-$0--
Filing and Contact Details

Filer

Filer Name
H B Alexander Foundation Inc
EIN
23-6242501
Phone
7177358000
Address
1861 SANTA BARBARA DRIVE, LANCASTER, PA 17601

Signing Officer

Name
Gene P Otto
Title
VP Sageworth Trust
Phone
7179036611
Signed
2019-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Brown Schultz Sheridan & Fritz
Address
210 GRANDVIEW AVE, CAMP HILL, PA 17011-1706
Preparer
Joseph T Cawley
Phone
7177617171
Raw XML Appendix306 raw XML fields

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/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt061000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01861 SANTA BARBARA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017601
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt061000
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/AppliedToCurrentYearAmt052681
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05788
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017064
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017064
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt052599
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012584
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014329
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05788
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08319
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt069663
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061344
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012304
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SAGEWORTH TRUST INVESTMENT MGT.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012304
TaxesSchedule/TaxesDetail/Amt0647
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0647
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GENE P OTTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP SAGEWORTH TRUST
ReturnHeader/BusinessOfficerGrp/PhoneNum07179036611
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0H B ALEXANDER FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SAGEWORTH TRUST CO
ReturnHeader/Filer/BusinessNameControlTxt0HBAL
ReturnHeader/Filer/EIN0236242501
ReturnHeader/Filer/PhoneNum07177358000
ReturnHeader/Filer/USAddress/AddressLine1Txt01861 SANTA BARBARA DRIVE
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04216A519BA9B23B36B72B7EBA5FBB18264B6F973
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId012F1B1A7A1C7209492044A08A3178763BCB216D6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.235.177.67
ReturnHeader/FilingSecurityInformation/IPDt02019-11-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:26:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251644159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN SCHULTZ SHERIDAN & FRITZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 GRANDVIEW AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMP HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0170111706
ReturnHeader/PreparerPersonGrp/PhoneNum07177617171
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH T CAWLEY
ReturnHeader/ReturnTs02019-11-21T14:26:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$900,980
Liabilities
$0
Net assets
$900,980
Revenue
$53,975
Expenses
$74,211
Net income
-$20,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.38$0.69$0.31
2023Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$0.56$0.68$0.12
2022Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$0.03$0.75$0.78
2021Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.30$0.76$0.64$0.12
2020Detailed filing. Detailed filing data is available for this year.$9.18$0.00$9.18$0.51$0.69$0.18
2019Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$1.05$0.70$0.35
2018Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.54$0.74$0.20