Civic Intelligence

Horatio Alger Endowment Fund

990 • Fiscal year 2022 • EIN 27-2480291

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

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

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

3rd percentile

0.01x

Higher debt load relative to revenue than 3% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Net Margin

98th percentile

83%

Higher net margin than 98% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

97th percentile

$5,164,528

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Asset Growth

44th percentile

-4.7%

Faster asset growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-29%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$307,856,993

Down $15,094,017 (-4.7%) from 2021

Net Assets

Down

$307,407,261

Down $15,518,220 (-4.8%) from 2021

Liabilities

Up

$449,732

Up $424,203 (+1662%) from 2021

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin98th percentile

Revenue

Down

$41,403,763

Down $16,867,589 (-29%) from 2021

Expenses

Down

$7,017,611

Down $1,334,439 (-16%) from 2021

Net Income

Down

$34,386,152

Down $15,533,150 (-31%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2022

Assets$307,856,993
Liabilities$449,732
Net Assets$307,407,261
Open 2022 Filing

Operations Trend

Revenue Growth9th 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

2022

Revenue$41,403,763
Expenses$7,017,611
Net Income$34,386,152
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$335,155,173
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$283,160,813$263,173,069▼ $19,987,744
Savings and Temporary Cash Investments$21,918,607$20,841,204▼ $1,077,403
Pledges and Grants Receivable$14,292,760$11,934,984▼ $2,357,776
Investments Other Securities$8,059$8,665,595▲ $8,657,536
Cash and Non-Interest-Bearing Accounts$1,040,000$1,250,001▲ $210,001
Total Assets$322,951,010$307,856,993▼ $15,094,017
Other Assets Total$2,530,771$1,992,140▼ $538,631
Liabilities
Other Liabilities$0$424,022▲ $424,022
Accounts Payable and Accrued Expenses$25,529$25,710▲ $181
Total Liabilities$25,529$449,732▲ $424,203
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$302,669,105$290,161,948▼ $12,507,157
Net Assets With Donor Restrictions$20,256,376$17,245,313▼ $3,011,063
Total Net Assets Fund Balance$322,925,481$307,407,261▼ $15,518,220
Total Liabilities and Net Assets / Fund Balance$322,951,010$307,856,993▼ $15,094,017

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$320,468,760$19,564,133▼ $31,005,688-$305,935,999
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
Compensation and Service Providers
Top Officer Pay97th 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
Debra J StancilManager of Nominations
James M Seneff JrSecretary
John WeilandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,389,062
Program Service Revenue
$0
Investment Income
$20,014,701
Other Revenue
$0
All Other Contributions
$21,389,062
Change in Net Assets
$34,386,152

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Closely Held Stock1$8,653,900Fair Market Value (FMV) Based on Appraisal
Total Noncash Contributions1$8,653,900-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,827,733
Other Expenses$2,553,386
Salaries, Compensation, and Employee Benefits$636,492
Total Fundraising Expense$574,460
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,827,733--$3,827,733
Other Expenses-$1,750,000-$1,750,000
Fees for Service Investment Mgmnt Fees-$426,406-$426,406
Current Officers, Directors, Trustees, and Key Employees-$88,776$200,521$289,297
Payroll Taxes-$73,781$165,864$239,645
Office Expenses$132$36,447$78,730$115,309
Fees for Services Other-$100,085$3,634$103,719
Other Salaries and Wages-$29,697$67,598$97,295
Fees for Services Accounting-$65,423-$65,423
Occupancy-$11,169$25,098$36,267
Information Technology-$10,365$23,396$33,761
Fees for Services Legal-$12,166-$12,166
Other Employee Benefits-$2,343$5,169$7,512
Advertising-$6,625-$6,625
Travel-$1,143$2,567$3,710
Pension Plan Contributions-$860$1,883$2,743
Total Functional Expenses$3,827,865$2,615,286$574,460$7,017,611
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Horatio Alger Assn of Distinguished Americans IncAlexandria, VA501(c)(3)Transfers to Supported Organization$3,827,733
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Entity$424,022
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 exercises via its nominating committee) 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 executive management.”

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
2023-11-13
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.”

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IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt023396
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010365
IRS990/InformationTechnologyGrp/TotalAmt033761
IRS990/InvestmentIncomeGrp/ExclusionAmt07501943
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07501943
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08059
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08665595
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0283160813
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0263173069
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0293751410
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0322925481
IRS990/NetAssetsOrFundBalancesEOYAmt0307407261
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt012512758
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012512758
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-49904372
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0302669105
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0290161948
IRS990/NoncashContributionsAmt08653900
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt025098
IRS990/OccupancyGrp/ManagementAndGeneralAmt011169
IRS990/OccupancyGrp/TotalAmt036267
IRS990/OfficeExpensesGrp/FundraisingAmt078730
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt036447
IRS990/OfficeExpensesGrp/ProgramServicesAmt0132
IRS990/OfficeExpensesGrp/TotalAmt0115309
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02530771
IRS990/OtherAssetsTotalGrp/EOYAmt01992140
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05169
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02343
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07512
IRS990/OtherExpensesGrp/Desc0WITHDRAWN PLEDGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01750000
IRS990/OtherExpensesGrp/TotalAmt01750000
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0424022
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt067598
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt029697
IRS990/OtherSalariesAndWagesGrp/TotalAmt097295
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0165864
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt073781
IRS990/PayrollTaxesGrp/TotalAmt0239645
IRS990/PensionPlanContributionsGrp/FundraisingAmt01883
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0860
IRS990/PensionPlanContributionsGrp/TotalAmt02743
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt014292760
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt011934984
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TERRENCE J GIROUX
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt026466037
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt07203700
IRS990/PYInvestmentIncomeAmt031805315
IRS990/PYOtherExpensesAmt0727087
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt049919302
IRS990/PYSalariesCompEmpBnftPaidAmt0421263
IRS990/PYTotalExpensesAmt08352050
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt058271352
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt034386152
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021918607
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020841204
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
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:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0131669975
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03827733
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt03827733
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.98914
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0320468760
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt019564133
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0305935999
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03091206
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-31005688
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0272364035
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt026466037
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0320468760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt07902462
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt029541150
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0252262548
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04440305
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0272364035
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt08627800
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024288982
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0218873679
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04988155
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0252262548
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02300084
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030700798
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0225414837
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt012149096
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0218873679
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02474896
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-16215358
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0424022
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ENTITY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.01086
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/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0424022
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt03827733
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TRANSFERS TO SUPPORTED ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HORATIO ALGER ASSN OF DISTINGUISHED AMERICANS INC
IRS990ScheduleI/RecipientTable/RecipientEIN0136669975
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt099 CANAL CENTER PLAZA
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ALEXANDRIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022314
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EXTENSIVE AND ONGOING COMMUNICATION WITH SUPPORTED ORGANIZATION AND GRANT REQUIREMENTS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$307,856,993
Liabilities
$449,732
Net assets
$307,407,261
Revenue
$41,403,763
Expenses
$7,017,611
Net income
$34,386,152
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