Civic Intelligence

H B Alexander Foundation Inc

990PF • Fiscal year 2022 • EIN 23-6242501

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 26, 2023

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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

2814%

Higher net margin than 100% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

23rd percentile

-8.4%

Faster asset growth than 23% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Assets

Down

$851,677

Down $78,260 (-8.4%) from 2021

Net Assets

Down

$851,677

Down $78,260 (-8.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

-$2,781

Down $78,620 (-104%) from 2021

Expenses

Up

$75,479

Up $11,573 (+18%) from 2021

Net Income

Down

-$78,260

Down $90,193 (-756%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$851,677
Liabilities$0
Net Assets$851,677

Operations Trend

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

2022

Revenue-$2,781
Expenses$75,479
Net Income-$78,260
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 26, 2023
Return Version
2022v5.0
Compensation and Service Providers

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
2023-10-26
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 Appendix353 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/RecipientBusinessName/BusinessNameLine1Txt2DAUPHIN COUNTY LIBRARY SYSTEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COPPER RIVER WATERSHED PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HOMELAND CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5WHITAKER CENTER-GLORY TO UKRAINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6WOLF RIDGE ENVIRONMENTAL LEARNING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7COLGATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8YWCA OF NORTHCENTRAL PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 N 3RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24501 ETHEL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1560
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41901 N 5TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5222 MARKET STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt66282 CRANBERRY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt713 OAK DRIVE E EXT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8815 W 4TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt08TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MECHANICSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CORDOVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6FINLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7HAMILTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8WILLIAMSPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd117055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd217109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd399574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd417102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd517101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd655603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd713346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd817701
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt058600
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/AppliedToCurrentYearAmt050635
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050635
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011579
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011579
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024270
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07965
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03690
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08319
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07965
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035849
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027884
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013586
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SAGEWORTH TRUST INVESTMENT MGT.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013586
TaxesSchedule/TaxesDetail/Amt0648
TaxesSchedule/TaxesDetail/Amt11220
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0648
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GENE P OTTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP SAGEWORTH TRUST
ReturnHeader/BusinessOfficerGrp/PhoneNum07179036611
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-26
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH T CAWLEY
ReturnHeader/ReturnTs02023-11-03T15:00:23-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OTTO
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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