Civic Intelligence

Horatio Alger Endowment Fund

990 • Fiscal year 2021 • EIN 27-2480291

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization ProfileWWW.HORATIOALGER.ORG
99 Canal Center Plaza 320Alexandria, VA 22314

(703) 684-9444

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

Higher debt load relative to assets than 2% of similar nonprofits.

2021 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

2nd percentile

0.00x

Higher debt load relative to revenue than 2% of similar nonprofits.

2021 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2021

Net Margin

98th percentile

86%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

71st percentile

$1,348,080

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2021 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2021

Asset Growth

65th percentile

18%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

246%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$322,951,010

Up $48,469,641 (+18%) from 2020

Net Assets

Up

$322,925,481

Up $48,467,362 (+18%) from 2020

Liabilities

Up

$25,529

Up $2,279 (+9.8%) from 2020

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin98th percentile

Revenue

Up

$58,271,352

Up $41,430,469 (+246%) from 2020

Expenses

Down

$8,352,050

Down $592,441 (-6.6%) from 2020

Net Income

Up

$49,919,302

Up $42,022,910 (+532%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$400M$300M$200M$100M$0Assets 2014: $154,408,993Liabilities 2014: $1,735,318Net Assets 2014: $152,673,6752014Assets 2015: $172,801,961Liabilities 2015: $1,888,795Net Assets 2015: $170,913,1662015Assets 2016: $186,483,508Liabilities 2016: $43,368Net Assets 2016: $186,440,1402016Assets 2017: $233,703,452Liabilities 2017: $342,830Net Assets 2017: $233,360,6222017Assets 2018: $221,540,912Liabilities 2018: $123,101Net Assets 2018: $221,417,8112018Assets 2019: $251,574,080Liabilities 2019: $297,306Net Assets 2019: $251,276,7742019Assets 2020: $274,481,369Liabilities 2020: $23,250Net Assets 2020: $274,458,1192020Assets 2021: $322,951,010Liabilities 2021: $25,529Net Assets 2021: $322,925,4812021Assets 2022: $307,856,993Liabilities 2022: $449,732Net Assets 2022: $307,407,2612022Assets 2023: $329,998,445Liabilities 2023: $2,530,054Net Assets 2023: $327,468,3912023Assets 2024: $345,148,740Liabilities 2024: $132,969Net Assets 2024: $345,015,7712024

Highlighted filing

2021

Assets$322,951,010
Liabilities$25,529
Net Assets$322,925,481
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$60M$40M$20M$0-$20MRevenue 2014: $31,694,668Expenses 2014: $6,079,963Net Income 2014: $25,614,7052014Revenue 2015: $36,374,870Expenses 2015: $9,260,321Net Income 2015: $27,114,5492015Revenue 2016: $14,006,271Expenses 2016: $7,820,524Net Income 2016: $6,185,7472016Revenue 2017: $43,388,283Expenses 2017: $12,501,783Net Income 2017: $30,886,5002017Revenue 2018: $20,899,848Expenses 2018: $8,665,226Net Income 2018: $12,234,6222018Revenue 2019: $27,173,917Expenses 2019: $11,348,007Net Income 2019: $15,825,9102019Revenue 2020: $16,840,883Expenses 2020: $8,944,491Net Income 2020: $7,896,3922020Revenue 2021: $58,271,352Expenses 2021: $8,352,050Net Income 2021: $49,919,3022021Revenue 2022: $41,403,763Expenses 2022: $7,017,611Net Income 2022: $34,386,1522022Revenue 2023: $12,596,913Expenses 2023: $15,504,446Net Income 2023: -$2,907,5332023Revenue 2024: $13,748,030Expenses 2024: $16,122,465Net Income 2024: -$2,374,4352024

Highlighted filing

2021

Revenue$58,271,352
Expenses$8,352,050
Net Income$49,919,302
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$333,219,372
Mission and Program Overview

Mission

The purpose of the fund is to promote educational and charitable purposes, and in particular to receive, hold, invest and distribute funds to the horatio alger association of distinguished americans, inc. (the "association") for the benefit of the association's existing and future programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$224,012,917$283,160,813▲ $59,147,896
Savings and Temporary Cash Investments$44,098,390$21,918,607▼ $22,179,783
Pledges and Grants Receivable$3,640,102$14,292,760▲ $10,652,658
Cash and Non-Interest-Bearing Accounts$500,000$1,040,000▲ $540,000
Investments Other Securities$7,948$8,059▲ $111
Total Assets$274,481,369$322,951,010▲ $48,469,641
Other Assets Total$2,222,012$2,530,771▲ $308,759
Liabilities
Accounts Payable and Accrued Expenses$23,250$25,529▲ $2,279
Total Liabilities$23,250$25,529▲ $2,279
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$265,322,082$302,669,105▲ $37,347,023
Net Assets With Donor Restrictions$9,136,037$20,256,376▲ $11,120,339
Total Net Assets Fund Balance$274,458,119$322,925,481▲ $48,467,362
Total Liabilities and Net Assets / Fund Balance$274,481,369$322,951,010▲ $48,469,641

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$272,364,035$26,466,037▲ $29,541,150-$320,468,760
2020$252,262,548$4,440,305▲ $24,288,982-$272,364,035
2019$218,873,679$4,988,155▲ $30,700,798-$252,262,548
2018$225,414,837$12,149,096▼ $16,215,358-$218,873,679
2017$169,146,128$29,306,100▲ $29,524,133-$225,414,837
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Paul Anthony NovellyChairman
David L SokolPresident
Joseph NeubauerVice President
Dennis R WashingtonDirector
Leon G CoopermanDirector
Terrence J GirouxExecutive Director
John B ThornburgManaging Director
Constantine G KatsaraskisAssociate Executive Direct
Margaret SlipekManager Editorial Services
James M Seneff JrSecretary
John WeilandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,466,037
Program Service Revenue
$0
Investment Income
$31,805,315
Other Revenue
$0
All Other Contributions
$26,466,037
Change in Net Assets
$49,919,302
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,203,700
Other Expenses$727,087
Salaries, Compensation, and Employee Benefits$421,263
Total Fundraising Expense$301,364
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,203,700--$7,203,700
Office Expenses$681$458,321$9,298$468,300
Current Officers, Directors, Trustees, and Key Employees-$168,528$242,316$410,844
Fees for Services Other$50$96,227$2,986$99,263
Fees for Services Accounting-$65,160-$65,160
Occupancy-$15,185$21,833$37,018
Information Technology-$10,690$13,971$24,661
Fees for Services Legal-$12,522-$12,522
Travel$3,620$3,146$4,174$10,940
Payroll Taxes-$4,274$6,145$10,419
Conferences and Meetings$4,916$40-$4,956
Advertising$180$3,000-$3,180
Other Expenses-$446$641$1,087
Total Functional Expenses$7,213,147$837,539$301,364$8,352,050
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Horatio Alger Assn of Distinguished Americans IncAlexandria, VA501(c)(3)Transfers to Supported Organization$7,203,700
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
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The haef bylaws and articles of incorporation give the haada board the power (which it currently does not exercise) to appoint the majority of the haef board members.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the fund's governance and finance consultant, executive management and elected president.”

Form 990, Part VI, Section B, Line 12C

“All board members and employees are asked to comply with the written policy by disclosing any business transaction in which board member, staff or their families have a financial interest to the full board. Executive director personally monitors activities of members to assure compliance.”

Form 990, Part VI, Section B, Line 15

“The executive director's compensation is set by the board of directors after receiving a study of comparable organizations by willis towers watson (wtw). The review includes salary and benefits. All other positions are evaluated by wtw periodically, and they provide the association with a study of comparable positions and salary ranges for every job title on the staff.”

Form 990, Part VI, Section C, Line 19

“The organization makes available its governing documents, conflict of interest policy and financial statements only upon request.”

Filing and Contact Details

Filer

Filer Name
Horatio Alger Endowment Fund
EIN
27-2480291
Phone
7036849444
Address
99 CANAL CENTER PLAZA 320, ALEXANDRIA, VA 22314

Signing Officer

Name
Terrence J Giroux
Title
Executive Director
Phone
7036849444
Signed
2022-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terrence J Giroux
Formed
2010
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Sikich Llp
Address
333 JOHN CARLYLE STREET SUITE 500, ALEXANDRIA, VA 22314
Preparer
Andy Powell
Phone
7038361350
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“There was no change in the process for overseeing the audit for the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds are used to fund undergraduate and graduate scholarships in honor of horatio alger members at the national, state levels and within canada. They are also used to advance the association's national visibility initiatives through public service advertising, concerts, and communications program which should ultimately assist in raising visibility and increase contributions.”

PART X, LINE 2:

“Horatio, the fund and friends have been recognized as exempt from federal income taxes by the internal revenue service under section 501(c)(3) of the internal revenue code and each has been classified as an organization that is not-a-private foundation. None had net unrelated business income tax during the year ended december 31, 2021.”

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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE PURPOSE OF THE FUND IS TO PROMOTE EDUCATIONAL AND CHARITABLE PURPOSES, AND IN PARTICULAR TO RECEIVE, HOLD, INVEST AND DISTRIBUTE FUNDS TO THE HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS, INC. (THE "ASSOCIATION") FOR THE BENEFIT OF THE ASSOCIATION'S EXISTING AND FUTURE PROGRAMS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0IN ITS DETERMINATION LETTER TO THE HORATIO ALGER ENDOWMENT FUND (THE "FUND"), DATED AUGUST 30, 2010, THE INTERNAL REVENUE SERVICE ("IRS") STATED, AMONG OTHER THINGS, THAT THE IRS HAD DETERMINED THAT THE FUND IS A TYPE 2 SUPPORTING ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") SECTION 590(A)(3). THE MANNER IN WHICH THE FUND SATISFIES THE TYPE II SUPPORTING ORGANIZATION "RELATIONSHIP TEST" IS SET FORTH BELOW, AND WAS SET FORTH IN THE FUND'S FORM 1023, DATED JULY 6, 2010, ON WHICH THE IRS'S DETERMINATION LETTER WAS BASED. THERE HAVE BEEN NO CHANGES TO THE MANNER IN WHICH THE FUND OPERATES IN THIS REGARD SINCE THE FUND FILED ITS FORM 1023. IN ACCORDANCE WITH ARTICLE 2 OF THE FUND'S ARTICLES OF INCORPORATION, THE FUND SUPPORTS ONE ORGANIZATION: THE HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS, INC., A NONPROFIT MEMBERSHIP CORPORATION AND PUBLIC CHARITY UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) (THE "ASSOCIATION"). IN ACCORDANCE WITH ARTICLE 6 OF THE FUND'S ARTICLES OF INCORPORATION, AT ALL TIMES (A) A MAJORITY OF DIRECTORS ON THE FUND'S BOARD OF DIRECTORS (THE "BOARD DIRECTORS") CONCURRENTLY SERVE ON THE ASSOCIATION'S BOARD OF DIRECTORS, AND (B) THE REMAINING DIRECTORS ON THE FUND'S BOARD OF DIRECTORS (THE "MEMBER DIRECTORS") ARE ACTIVE MEMBERS OF THE ASSOCIATION. (MEMBER DIRECTORS MAY (BUT ARE NOT REQUIRED TO) SERVE ON THE BOARD OF DIRECTORS OF THE ASSOCIATION IN ADDITION TO BEING ACTIVE MEMBERS OF THE ASSOCIATION.) BOARD DIRECTORS ARE ELECTED BY PLURALITY VOTE OF THE BOARD OF DIRECTORS OF THE ASSOCIATION, AND MEMBER DIRECTORS ARE ELECTED BY PLURALITY VOTE OF THE BOARD DIRECTORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION C, LINE 1:
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED TO FUND UNDERGRADUATE AND GRADUATE SCHOLARSHIPS IN HONOR OF HORATIO ALGER MEMBERS AT THE NATIONAL, STATE LEVELS AND WITHIN CANADA. THEY ARE ALSO USED TO ADVANCE THE ASSOCIATION'S NATIONAL VISIBILITY INITIATIVES THROUGH PUBLIC SERVICE ADVERTISING, CONCERTS, AND COMMUNICATIONS PROGRAM WHICH SHOULD ULTIMATELY ASSIST IN RAISING VISIBILITY AND INCREASE CONTRIBUTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1HORATIO, THE FUND AND FRIENDS HAVE BEEN RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES BY THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND EACH HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT-A-PRIVATE FOUNDATION. NONE HAD NET UNRELATED BUSINESS INCOME TAX DURING THE YEAR ENDED DECEMBER 31, 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EXTENSIVE AND ONGOING COMMUNICATION WITH SUPPORTED ORGANIZATION AND GRANT REQUIREMENTS
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IRS990ScheduleJ/InitialContractExceptionInd00
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$322,951,010
Liabilities
$25,529
Net assets
$322,925,481
Revenue
$58,271,352
Expenses
$8,352,050
Net income
$49,919,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$345$0.13$345$13.7$16.1$2.37
2023Detailed filing. Detailed filing data is available for this year.$330$2.53$327$12.6$15.5$2.91
2022Detailed filing. Detailed filing data is available for this year.$308$0.45$307$41.4$7.02$34.4
2021Detailed filing. Detailed filing data is available for this year.$323$0.03$323$58.3$8.35$49.9
2020Detailed filing. Detailed filing data is available for this year.$274$0.02$274$16.8$8.94$7.90
2019Detailed filing. Detailed filing data is available for this year.$252$0.30$251$27.2$11.3$15.8
2018Detailed filing. Detailed filing data is available for this year.$222$0.12$221$20.9$8.67$12.2
2017Detailed filing. Detailed filing data is available for this year.$234$0.34$233$43.4$12.5$30.9
2016Detailed filing. Detailed filing data is available for this year.$186$0.04$186$14.0$7.82$6.19
2015Detailed filing. Detailed filing data is available for this year.$173$1.89$171$36.4$9.26$27.1
2014Detailed filing. Detailed filing data is available for this year.$154$1.74$153$31.7$6.08$25.6