Civic Intelligence

H B Alexander Foundation Inc

990PF • Fiscal year 2021 • EIN 23-6242501

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

54th percentile

16%

Higher net margin than 54% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

35th percentile

1.3%

Faster asset growth than 35% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

49%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$929,937

Up $11,933 (+1.3%) from 2020

Net Assets

Up

$929,937

Up $11,933 (+1.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin54th percentile

Revenue

Up

$75,839

Up $25,042 (+49%) from 2020

Expenses

Down

$63,906

Down $4,599 (-6.7%) from 2020

Net Income

Up

$11,933

Up $29,641 (+167%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2021

Assets$929,937
Liabilities$0
Net Assets$929,937
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

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

2021

Revenue$75,839
Expenses$63,906
Net Income$11,933
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th 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
2022-11-07
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 Appendix303 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/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2248 E DERRY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34501 ETHEL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt08TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MECHANICSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HERSHEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd117055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd217033
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd317109
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt052500
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/AppliedToCurrentYearAmt052500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05425
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012584
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05425
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07159
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027884
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03690
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011579
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035043
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040468
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09628
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SAGEWORTH TRUST INVESTMENT MGT.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09628
TaxesSchedule/TaxesDetail/Amt0488
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0488
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GENE P OTTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP SAGEWORTH TRUST
ReturnHeader/BusinessOfficerGrp/PhoneNum07179036611
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
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/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/PreparationDt02022-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH T CAWLEY
ReturnHeader/ReturnTs02022-11-11T15:10:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OTTO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$929,937
Liabilities
$0
Net assets
$929,937
Revenue
$75,839
Expenses
$63,906
Net income
$11,933
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