HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS INC (EIN 13-1669975)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349316332
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:51:40-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 JOHN CARLYLE STREET SUITE 500 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131669975 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORATIO ALGER ASSN OF | BusinessNameLine1Txt |
| Business Name Line2 | DISTINGUISHED AMERICANS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HORA | BusinessNameControlTxt |
| Phone | 7036849444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 CANAL CENTER PLAZA 320 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRENCE J GIROUX | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7036849444 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TERRENCE | PersonFirstNm |
| Person Last | GIROUX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDY POWELL | PreparerPersonNm |
| PTIN | P01318399 | PTIN |
| Phone | 7038361350 | PhoneNum |
| Preparation | 2022-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERRENCE J GIROUX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 CANAL CENTER PLAZA 320 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $70,704,245 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HORATIOALGER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE PRIMARY EXEMPT PURPOSE OF THE ASSOCIATION IS TWO FOLD : (1) TO PROVIDE SCHOLARSHIP ASSISTANCE TO HELP PROMISING HIGH SCHOOL STUDENTS (WHO FIT THE HORATIO ALGER PROFILE) ATTEND COLLEGE, AND (2) TO SPREAD THE MESSAGE THAT AMERICA'S FREE ENTERPRISE SYSTEM PROVIDES THE GREATEST OPPORTUNITIES IN THE WORLD FOR PERSONAL ACHIEVEMENT AND SUCCESS. THE ASSOCIATION WAS FOUNDED MORE THAN 70 YEARS AGO TO COMBAT A GROWING ATTITUDE AMONG YOUNG PEOPLE THAT ECONOMIC OPPORTUNITY WAS A THING OF THE PAST. THE ASSOCIATION STRIVES TO MOTIVATE AND EDUCATE OUR NATION'S YOUNG PEOPLE TO THE ECONOMIC AND PERSONAL OPPORTUNITIES AFFORDED THEM BY THE PROMISE OF THE AMERICAN FREE-ENTERPRISE SYSTEM. THE ASSOCIATION BRINGS THE "HORATIO ALGER HEROES" OF TODAY TOGETHER WITH THOSE OF TOMORROW BY BESTOWING THE HORATIO ALGER AWARD ANNUALLY; HOSTING CAREER, PUBLIC SERVICE, AND COMMUNITY SERVICE SEMINARS; SPONSORING FREE-ENTERPRISE FORUMS; AWARDING SCHOLARSHIPS EACH YEAR; AND PROVIDING AN INTERNSHIP PROGRAM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 72 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 72 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 72 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,919,001 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,560,412 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,995 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,114 | CYProgramServiceRevenueAmt |
| PY Investment Income | $708,770 | PYInvestmentIncomeAmt |
| CY Investment Income | $738,807 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,435,663 | PYOtherRevenueAmt |
| CY Other Revenue | $3,519 | CYOtherRevenueAmt |
| PY Total Revenue | $27,092,429 | PYTotalRevenueAmt |
| CY Total Revenue | $20,322,852 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,223,951 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,287,913 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,311,795 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,446,876 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $297,478 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,983,608 | PYOtherExpensesAmt |
| CY Other Expenses | $8,527,523 | CYOtherExpensesAmt |
| PY Total Expenses | $21,519,354 | PYTotalExpensesAmt |
| CY Total Expenses | $23,262,312 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,573,075 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,939,460 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,355,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,305,024 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $34,078,411 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,667,099 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,277,525 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,637,925 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PRIMARY EXEMPT PURPOSE OF THE ASSOCIATION IS TWO FOLD: (1) TO PROVIDE SCHOLARSHIP ASSISTANCE TO HELP PROMISING HIGH SCHOOL STUDENTS (WHO FIT THE HORATIO ALGER PROFILE) ATTEND COLLEGE, AND (2) TO SPREAD THE MESSAGE THAT AMERICA'S FREE ENTERPRISE SYSTEM PROVIDES THE GREATEST OPPORTUNITIES IN THE WORLD FOR PERSONAL ACHIEVEMENT AND SUCCESS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,734,788 | ExpenseAmt |
| Grant | $5,392,018 | GrantAmt |
| Desc | OTHER SCHOLARSHIP PROGRAMS INCLUDE THE INTERNSHIP AND EXTERNSHIP PROGRAM, THE COST OF SCHOLAR SERVICES, SUCH AS FINANCIAL ADVISING, THE ALUMNI ADVISORY COUNCIL, THE SCHOLARSHIP SELECTION COMMITTEE AND THE MEMBERS FORUM MEETINGS. THE ASSOCIATION ALSO OFFERS GRANTS TO SCHOLARS PURSUING GRADUATE STUDIES THROUGH THE DENNIS WASHINGTON GRADUATE GRANT PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,344,687 | ExpenseAmt |
| Grant | $4,789,577 | GrantAmt |
| Desc | STATE SCHOLARSHIPS ARE AWARDED TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS IN PARTICULAR STATES WHO HAVE EXHIBITED INTEGRITY AND PERSEVERANCE IN OVERCOMING PERSONAL ADVERSITY AND WHO ASPIRE TO PURSUE HIGHER EDUCATION. THE PROGRAMS ANNUALLY AWARD SCHOLARSHIPS RANGING FROM $2,500 TO $10,500 TO DESERVING STUDENTS, AS WELL AS PROVIDE EDUCATIONAL AND FINANCIAL COUNSELING TOWARDS OBTAINING A COLLEGE DEGREE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,739,296 | ExpenseAmt |
| Desc | MEMBER SUPPORT AND MEETINGS: THE ASSOCIATION CONVENES THE LIFETIME MEMBERS AND LIFE PARTNERS TO ADVANCE THE MISSION, PROGRAMS AND SERVICES OF THE ASSOCIATION ON A REGULAR BASIS INCLUDING, BUT NOT LIMITED TO, THE ANNUAL BOARD OF DIRECTORS MEETING, ANNUAL AWARDS WEEK IN WASHINGTON AND AT SPECIALIZED FORUMS, SUCH AS THE INTERNATIONAL FORUM, ALUMNI SUMMITS AND REGIONAL CONVENINGS. THESE ACTIVITIES INCLUDE ONGOING COMMUNICATIONS WITH MEMBERS, SUCH AS FORUM; THE BIENNIAL REPORT; ONLY IN AMERICA; AND OTHER ONLINE AND PRINTED MATERIALS THAT KEEP THE MEMBERS CONNECTED TO THE ASSOCIATIONS MISSION AND WORK. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (9 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt | GrantGrantAmt |
|---|---|---|---|
| $467,647 | NATIONAL SCHOLARS' CONFERENCE | ||
| $289,689 | SCHOLARS ALUMNI PROGRAMS | ||
| $472,598 | EDUCATIONAL MEDIA AND PUBLICATIONS | $20,114 | |
| $804,500 | SCHOLAR SERVICES AND SUPPORT | ||
| $236,125 | RESEARCH | ||
| $126,965 | FIELD DIRECTORS PROGRAM | ||
| $1,003,413 | NATIONAL VISIBILITY | ||
| $1,809,228 | MEMBERSHIP AND INDUCTION | ||
| $2,298,516 | NATIONAL SCHOLARS PROGRAM: THE PROGRAM ALLOWS MORE THAN 100 STUDENTS EACH YEAR FROM HIGH SCHOOLS ACROSS THE UNITED STATES AND PUERTO RICO TO RECEIVE HORATIO ALGER SCHOLARSHIPS. | $2,106,319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,508,681 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,106,319 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $20,114 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $21,327,452 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 74 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 72 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 72 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038361350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 JOHN CARLYLE ST SUITE 500 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (80 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES DICKE | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREGORY E ABEL | ||||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| V PREM WATSA | ||||||||
| HAAC PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| WALTER SCOTT JR | ||||||||
| HAEF CHAIRMAN AND PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| JOHN H WEILAND | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | |
| BARBARA M BARRETT | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW K ROSE | ||||||||
| IMMEDIATE PAST CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BYRON D TROTT | ||||||||
| CHAIRMAN EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH NEUBAUER | ||||||||
| CHAIRMAN EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| PAUL ANTHONY NOVELLY | ||||||||
| CHAIRMAN EMERITUS, HAEF CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| DAVID L SOKOL | ||||||||
| CHAIRMAN EMERITUS, HAEF PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| DENNIS R WASHINGTON | ||||||||
| CHAIRMAN EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| MIKE JACKSON | ||||||||
| MEMBER AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA D RABBITT | ||||||||
| MEMBER AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS SULLIVAN | ||||||||
| MEMBER AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOU DOBBS | ||||||||
| HONORARY MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CLARENCE THOMAS | ||||||||
| HONORARY MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AL ANNEXSTAD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN B MILLER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALPHONSO R JACKSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR A CIOCCA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN MULRONEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| CARL H RICKER JR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES C ANDERSON SR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES W AYERS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CLARENCE OTIS JR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG HALL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG O MCCAW | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID L STEWARD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEAN A CORTOPASSI | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DON R DASEKE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EARL W STAFFORD SR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDMUND A HAJIM | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERNEST S RADY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GILBERT LEVASSEUR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GLENN B STEARNS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG P RENKER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRY S PATTEN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARVEY L MASSEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD M MEYERS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JACK M GILL PHD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M SENEFF JR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| JEFFREY A RICH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH M GRANT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH G LANGONE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE R ANDERSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE E MIKLES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEON G COOPERMAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCIA G TAYLOR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK E DAVIS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MELVYN N KLEIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NIDO R QUBEIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK P LEE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER WSTOTT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| R JAMES NICHOLSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ROBERT J BROWN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT G MILLER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J SCHLEGEL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ROBERT L WRIGHT JR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD M BERGERON SR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD G HARRINGTON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD M SIMON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SAM FOX | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SIDNEY D WOLK | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN C SCHOTT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| T DENNY SANFORD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY M GILES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS JOSEPH SHANNON JR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VALERIE MONTGOMERY RICE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR WANDA AUSTIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J DORE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM F FARLEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM E GREEHEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY WELTERS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE L ARGYROS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRENCE J GIROUX | ||||||||
| EXECUTIVE DIRECTOR | 32.50 | Yes (X) | $912,653 | $0 | $435,427 | 5.00 | ||
| JOHN B THORNBURG | ||||||||
| CHIEF FINANCIAL OFFICER | 32.50 | Yes (X) | $219,038 | $0 | $41,936 | 5.00 | ||
| CONSTANTINE G KATSARASKIS | ||||||||
| DIRECTOR STRATEGIC INITIAT | 36.50 | $256,143 | $0 | $30,830 | 1.00 | Yes (X) | ||
| KRISTEN R LAW | ||||||||
| DIRECTOR, EDUCATIONAL AND | 37.50 | $188,841 | $0 | $43,714 | Yes (X) | |||
| MARGARET SLIPEK | ||||||||
| MANAGER EDITORIAL SERVICES | 34.50 | $168,333 | $0 | $40,085 | 3.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,745,008 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $591,992 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| LINDER & ASSOCIATES | |||||||||
| 2150 WISCONSIN AVE NW | WASHINGTON | DC | 20007 | EVENT MANAGEMENT | $552,717 | ||||
| THE RED BANK FILM FACTORY | |||||||||
| 799 SYCAMORE AVE | RED BANK | NJ | 07701 | PRODUCTION, SCRIPTING AND RESEARCH | $471,271 | ||||
| DESTIN PRODUCTIONS LLC | |||||||||
| MARKETING CAMPAIGN FOR TV | $330,000 | 163 LEONTIOU AVE CLERIOS BLDG | LIMASSOL | CY | 3022 | ||||
| BRIAN COMMUNICATIONS | |||||||||
| 123 SOUTH BROAD ST STE 2700 | PHILADELPHIA | PA | 19109 | PUBLIC RELATIONS | $318,936 | ||||
| CUSTOM MANAGEMENT GROUP | |||||||||
| 154 HANSEN RD | CHARLOTTESVILLE | VA | 22911 | SCHOLARSHIP REVIEW AND PROCESSING | $288,801 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $7,203,700 | RelatedOrganizationsAmt |
| All Other Contributions | $12,356,712 | AllOtherContributionsAmt |
| Total Contributions | $19,560,412 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRODUCT SALES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,114 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,114 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,114 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $659,798 | TotalRevenueColumnAmt |
| Exclusion | $659,798 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,460,402 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,381,393 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $79,009 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,009 | TotalRevenueColumnAmt |
| Exclusion | $79,009 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE PROCEEDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,519 | TotalRevenueColumnAmt |
| Exclusion | $3,519 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,519 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,322,852 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,114 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $742,326 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $905,700 | TotalAmt |
| Program Services | $905,700 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,859,221 | TotalAmt |
| Program Services | $10,859,221 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,992 | TotalAmt |
| Program Services | $522,992 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,693,603 | TotalAmt |
| Program Services | $1,125,277 | ProgramServicesAmt |
| Management And General | $397,358 | ManagementAndGeneralAmt |
| Fundraising | $170,968 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541,215 | TotalAmt |
| Program Services | $319,197 | ProgramServicesAmt |
| Management And General | $195,011 | ManagementAndGeneralAmt |
| Fundraising | $27,007 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,206 | TotalAmt |
| Program Services | $26,425 | ProgramServicesAmt |
| Management And General | $3,513 | ManagementAndGeneralAmt |
| Fundraising | $4,268 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,848 | TotalAmt |
| Program Services | $67,008 | ProgramServicesAmt |
| Management And General | $24,200 | ManagementAndGeneralAmt |
| Fundraising | $9,640 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,004 | TotalAmt |
| Program Services | $49,930 | ProgramServicesAmt |
| Management And General | $20,188 | ManagementAndGeneralAmt |
| Fundraising | $6,886 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,013 | TotalAmt |
| Program Services | $18,265 | ProgramServicesAmt |
| Management And General | $87,748 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,784 | TotalAmt |
| Program Services | $224,643 | ProgramServicesAmt |
| Management And General | $91,141 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,099,895 | TotalAmt |
| Program Services | $1,894,195 | ProgramServicesAmt |
| Management And General | $193,832 | ManagementAndGeneralAmt |
| Fundraising | $11,868 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,257,481 | TotalAmt |
| Program Services | $1,179,690 | ProgramServicesAmt |
| Management And General | $77,791 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,730 | TotalAmt |
| Program Services | $379,687 | ProgramServicesAmt |
| Management And General | $166,445 | ManagementAndGeneralAmt |
| Fundraising | $21,598 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,506 | TotalAmt |
| Program Services | $176,151 | ProgramServicesAmt |
| Management And General | $36,056 | ManagementAndGeneralAmt |
| Fundraising | $12,299 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,693 | TotalAmt |
| Program Services | $196,126 | ProgramServicesAmt |
| Management And General | $56,347 | ManagementAndGeneralAmt |
| Fundraising | $19,220 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,567 | TotalAmt |
| Program Services | $145,065 | ProgramServicesAmt |
| Management And General | $57,828 | ManagementAndGeneralAmt |
| Fundraising | $3,674 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,555,930 | TotalAmt |
| Program Services | $1,526,214 | ProgramServicesAmt |
| Management And General | $29,716 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,333 | TotalAmt |
| Program Services | $58,572 | ProgramServicesAmt |
| Management And General | $25,676 | ManagementAndGeneralAmt |
| Fundraising | $8,085 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,378 | TotalAmt |
| Program Services | $96,762 | ProgramServicesAmt |
| Management And General | $66,616 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AUDIO VISUAL & MULTIMED | $1,547,427 | $1,469,885 | $75,577 | $1,965 |
| ALL OTHER EXPENSES | $118,786 | $86,447 | $32,339 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,262,312 | TotalAmt |
| Program Services | $21,327,452 | ProgramServicesAmt |
| Management And General | $1,637,382 | ManagementAndGeneralAmt |
| Fundraising | $297,478 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,864,856 | BOYAmt |
| EOY | $2,694,562 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,641,299 | BOYAmt |
| EOY | $10,596,544 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,577,304 | BOYAmt |
| EOY | $13,107,516 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,083 | BOYAmt |
| EOY | $58,660 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,323,704 | BOYAmt |
| EOY | $2,391,966 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,344,301 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $867,556 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,465 | BOYAmt |
| EOY | $476,745 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,359,763 | BOYAmt |
| EOY | $25,601,735 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,462 | BOYAmt |
| EOY | $377,296 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,355,936 | BOYAmt |
| EOY | $55,305,024 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,219,863 | BOYAmt |
| EOY | $564,482 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,858,548 | BOYAmt |
| EOY | $34,102,617 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,078,411 | BOYAmt |
| EOY | $34,667,099 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,144,903 | BOYAmt |
| EOY | $6,105,541 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,132,622 | BOYAmt |
| EOY | $14,532,384 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,277,525 | BOYAmt |
| EOY | $20,637,925 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,355,936 | BOYAmt |
| EOY | $55,305,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,939,460 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$700,140 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,429,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,488,836 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,414,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,919,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,560,412 | CurrentTaxYearAmt |
| Total | $130,813,137 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,429,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,488,836 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,414,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,919,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,560,412 | CurrentTaxYearAmt |
| Total | $130,813,137 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,763,176 | SubstantialContributorsTotAmt |
| Public Support Total170 | $122,049,961 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $512,295 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $654,837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,012,426 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $743,988 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $659,798 | CurrentTaxYearAmt |
| Total | $3,583,344 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $9,435,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,519 | CurrentTaxYearAmt |
| Total | $9,439,182 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $143,835,663 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,117,687 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $272,364,035 | BeginningYearBalanceAmt |
| Contributions | $26,466,037 | ContributionsAmt |
| Investment Earnings Or Losses | $29,541,150 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,902,462 | GrantsOrScholarshipsAmt |
| End Year Balance | $320,468,760 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $252,262,548 | BeginningYearBalanceAmt |
| Contributions | $4,440,305 | ContributionsAmt |
| Investment Earnings Or Losses | $24,288,982 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,627,800 | GrantsOrScholarshipsAmt |
| End Year Balance | $272,364,035 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $218,873,679 | BeginningYearBalanceAmt |
| Contributions | $4,988,155 | ContributionsAmt |
| Investment Earnings Or Losses | $30,700,798 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,300,084 | GrantsOrScholarshipsAmt |
| End Year Balance | $252,262,548 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $225,414,837 | BeginningYearBalanceAmt |
| Contributions | $12,149,096 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,215,358 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,474,896 | GrantsOrScholarshipsAmt |
| End Year Balance | $218,873,679 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $169,146,128 | BeginningYearBalanceAmt |
| Contributions | $29,306,100 | ContributionsAmt |
| Investment Earnings Or Losses | $29,524,133 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,561,524 | GrantsOrScholarshipsAmt |
| End Year Balance | $225,414,837 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98911 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01089 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $338,180 | OtherCostOrOtherBasisAmt |
| Depreciation | $338,180 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,006,121 | OtherCostOrOtherBasisAmt |
| Depreciation | $529,376 | DepreciationAmt |
| Book Value | $476,745 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $476,745 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| Book Value | $25,601,735 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,601,735 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION LIABILITY | $2,235,576 |
| DEFERRED RENT | $162,427 |
| SCHOLARSHIPS PAYABLE | $31,614,832 |
| DUE TO RELATED PARTY | $89,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,102,617 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 AND THE FUND 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. FRIENDS APPLICATION FOR SUCH RECOGNITION IS PENDING. NONE HAD NET UNRELATED BUSINESS INCOME TAX DURING THE YEAR ENDED DECEMBER 31, 2021. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | TO PROVIDE SCHOLARSHIP ASSISTANCE TO HELP PROMISING HIGH SCHOOL STUDENTS ATTEND COLLEGE AND TO SPREAD THE MESSAGE REGARDING THE OPPORTUNITIES A FREE ENTERPRISE SYSTEM PROVIDES. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $522,992 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $522,992 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $522,992 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RegionTxt |
| Purpose Of Grant | GENERAL PURPOSES | PurposeOfGrantTxt |
| Cash Grant | $522,992 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| THE MORTEL FAMILY CHARITABLE FOUNDATION | |||||||||
| 1229 SAND HILL ROAD | HUMMELSTOWN | PA | 17036 | 232875876 | 501(C)(3) | $50,000 | $0 | BOOK | EDUCATIONAL GRANT |
| FOSTER'S OUTRIDERS FOUNDATION | |||||||||
| 115 E SNOW KING AVE | JACKSON | WY | 83001 | 862364547 | 501(C)(3) | $250,000 | $0 | BOOK | EDUCATIONAL GRANT |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|
| NATIONAL SCHOLARS PROGRAM | 108 | $2,106,319 |
| STATE SCHOLARSHIP PROGRAMS | 617 | $4,789,577 |
| WASHINGTON GRADUATE AND OTHER SCHOLARSHIP PROGRAMS | 526 | $3,963,325 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AWARDED BASED ON EXTENSIVE SELECTION PROCESS AND DISBURSED DIRECTLY TO APPLICANT'S SCHOOL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TERRENCE J GIROUX | ||||||||||||||
| EXECUTIVE DIRECTOR | $473,546 | $0 | $200,000 | $0 | $239,107 | $0 | $26,000 | $0 | $409,427 | $0 | $1,348,080 | $0 | $0 | $0 |
| CONSTANTINE G KATSARASKIS | ||||||||||||||
| DIRECTOR STRATEGIC INITIAT | $256,143 | $0 | $0 | $0 | $0 | $0 | $19,500 | $0 | $11,330 | $0 | $286,973 | $0 | $0 | $0 |
| JOHN B THORNBURG | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $219,038 | $0 | $0 | $0 | $0 | $0 | $22,034 | $0 | $19,902 | $0 | $260,974 | $0 | $0 | $0 |
| KRISTEN R LAW | ||||||||||||||
| DIRECTOR, EDUCATIONAL AND | $188,841 | $0 | $0 | $0 | $0 | $0 | $19,500 | $0 | $24,214 | $0 | $232,555 | $0 | $0 | $0 |
| MARGARET SLIPEK | ||||||||||||||
| MANAGER EDITORIAL SERVICES | $168,333 | $0 | $0 | $0 | $0 | $0 | $16,833 | $0 | $23,252 | $0 | $208,418 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | HORATIO ALGER ASSOCIATION,INC. IS A MEMBERSHIP ORGANIZATION. ADDITIONAL MEMBERS ARE ELECTED EVERY YEAR THROUGH AN EXTENSIVE SELECTION PROCESS. |
| FORM 990, PART VI, SECTION A, LINE 7A | FULL MEMBERSHIP BODY VOTES FOR BOARD, BOARD MEMBERS VOTE FOR EXECUTIVE COMMITTEE AND OFFICERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE ASSOCIATION'S GOVERNANCE AND FINANCE CONSULTANT, EXECUTIVE MANAGEMENT AND ELECTED PRESIDENT AND CHAIRMAN. |
| 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. THE REVIEW INCLUDES SALARY AND BENEFITS. ALL OTHER POSITIONS ARE EVALUATED BY MERCER EVERY 3 YEARS, 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 AND CONFLICT OF INTEREST POLICY ONLY UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. |
| PART XII, LINE 2C | THE NEW PRESIDENT/CEO APPOINTS AN AUDIT COMMITTEE ONCE HE OR SHE ASSUMES OFFICE. THE COMMITTEE APPOINTMENT COINCIDES WITH THE PRESIDENT'S TENURE IN THE OFFICE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HORATIO ALGER ENDOWMENT FUND | ||||||||||||||
| 99 CANAL CENTER PLAZA | ALEXANDRIA | VA | 22314 | 272480291 | HOLDS AND MANAGES ENDOWMENT FUNDS | VA | 501(C)(3) | 509(A)(3), TYPE 2 | 0 | |||||
| THE HORATIO ALGER ASSOCIATION OF CANADA | ||||||||||||||
| SCHOLARSHIP ASSISTANCE | 0 | 1410 STANLEY STREET SUITE 1010 | MONTREAL | QUEBEC | CA | CA | ||||||||
| FRIENDS OF HAAC INC | ||||||||||||||
| 99 CANAL CENTER PLAZA | ALEXANDRIA | VA | 22314 | 853582196 | CHARITABLE | VA | 501(C)(3) | 170(B)(1)(A)(VI) | 0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HORATIO ALGER ENDOWMENT FUND | ||
| C | $7,203,700 | COST |
| THE HORATIO ALGER ASSOCIATION OF CANADA | ||
| B | $522,992 | COST |
| HORATIO ALGER ENDOWMENT FUND | ||
| Q | $667,080 | COST |
| HORATIO ALGER ENDOWMENT FUND | ||
| E | $89,782 | COST |
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