BLUEPRINT FOR EXCELLENCE AND GROWTH 2020-2024 - Mid-Year Report - HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS, INC.
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Horatio 2020 Blueprint for Excellence Mid Year Report.qxp_Layout 1 7/16/20 11:09 AM Page 2
GER ASS
AL
O
HORATI O
CI
ATION
O A
F C
ANAD
HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS, INC.
BLUEPRINT FOR
EXCELLENCE AND
GROWTH 2020-2024
Mid-Year Report
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We are writing to Members, Life Partners, Legacy NSC Webinar: Also, all Scholars and Alumni are
Ambassadors, and Friends of Distinction to share May 20, 2020 reminded of the Association’s 24/7
updated information about activities underway at counseling and referral service
the Horatio Alger Association. Included with the through ComPsych. In addition to
report are another copy of the 2020 Membership offering people guidance on
and Board of Directors Meeting brochure with a emotional or mental challenges,
response form, the National Career & Technical ComPsych has specialists to advise
Education Scholarship Report, and Hallmarks: on financial, legal, health, and life
Summary of Results for 2019 & Budget for 2020. As resource situations.
we look toward the remainder of this year, this is an DAVID SOKOL (‘04)
opportune time to provide a progress report. The 2020 National Scholars
Blueprint for Excellence and Growth 2020-2024 Conference (NSC)
continues to serve as a guide as we carry out
The Association decided to host a
Association programs and activities.
virtual National Scholars
Conference in three four-hour
EDUCATIONAL PROGRAMS webinar segments. Prior to the first
AND SERVICES webinar on May 20, the National
JANET DICKE Scholars were provided with laptop
The Horatio Alger Association’s educational team is computers, and follow-up was
maintaining their annual schedule with preparations to made to ensure that they had the
open the online scholarship application for high school proper bandwidth. The
seniors from August 1 to October 25. Staff has also been Association’s membership was
tracking the plans of Scholars enrolled in college and represented by David Sokol (’04)
career & technical training programs for the fall semester. and Janet and Jim Dicke (’15).
At this time, based on requests for disbursements, Alumnus Scholar Nathan Nguyen
registration is in line with past years. The following are NATHAN NGUYEN
Alumnus National
(’04, Co-Chair of the Alumni
other major recent educational activities. Scholar ’04 Advisory Committee and author of
the book Money Matters)
Scholar Emergency Support Program represented Alumni Scholars and
At the start of the COVID-19 restrictions, outreach was spoke about entrepreneurship.
made to the more than 7,000 Horatio Alger Scholars Guest speakers/entertainers
currently enrolled in colleges, universities, and career & included the U.S. Youth Poet
technical training programs to offer emergency Laureate Amanda Gorman and
assistance. When colleges closed in March, the situation singer/entrepreneur Peter Hollens.
AMANDA GORMAN The Scholars were able to get to
was especially serious, given our Scholars’ economic
U.S. Youth Poet know other Scholars in smaller team
challenges and other forms of adversity they may face Laureate
upon returning home. Staff advised Scholars via email, meetings conducted via video
mail, and text about the availability of an online conference.
application to request assistance through the new
Scholar Emergency Assistance Fund. Priority was given to The second session, on June 18,
those students facing critical challenges regarding food, featured Association Members
housing, transportation, and health. During the first 14 Robert Brown, who spoke about his
weeks of operations of the Emergency Support Program, role in the Civil Rights Movement;
the fund disbursed $121,318 in financial assistance to 228 Vance Cryer, who gave insights as
PETER HOLLENS
Scholars. In addition to this financial support, more than Singer/Entrepreneur the first Alumnus inducted as an
450 Scholars were connected to resources available at Association Member; and Jewel
NSC Webinar: Kilcher, who shared remarks and her
the local, state, and federal levels. On July 7, the June 18, 2020
Association reached out again to more than 7,000 own musical compositions.
Scholars and all Alumni. Within the first few hours of the Members of the Alumni Advisory
application being available, 50 requests were received. Committee conducted sessions
The review and disbursement process will continue for about college preparedness and
the foreseeable future. With the launch of the second the Alumni experience.
round of funding, the Association is expected to surpass
$150,000 in Emergency Assistance funding.
ROBERT BROWN (‘90)
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In advance of the final session on July
28, Scholars will be mailed books by
two Members: Associate Justice
Clarence Thomas (’92) and Robert
Brown (’90), as well as one by Alumnus
National Scholar Nathan Nguyen.
They will also be sent their Horatio
VANCE CRYER (‘19)
Alger medallion and a National
Scholar T-shirt. Inspirational
entertainment will be provided by
Corbin Bleu (star of Disney’s High
School Musical). Daniel Lubetzky (’19),
Wanda Austin (’12), and Nido Qubein
(’06) are being invited to participate in
JEWEL KILCHER (‘19) a virtual Members Forum. The
meeting will conclude with a virtual
NSC Webinar: medallion ceremony, featuring the
July 28, 2020 reading of a congratulatory letter from
Associate Justice Clarence Thomas
and a special video presentation with
the Scholars wearing their medallions
and t-shirts.
Excerpts featuring highlights from the
*
recorded National Scholars
CORBIN BLEU Conference webinars will be sent in a
Actor/Singer video booklet to all National Scholars * Career diplomas do not result in transferable college credits.
and Association Members.
National Career & Technical CTE Graduates
Education Scholarship Program
& Survey n 77% of graduates indicated they are employed in
their field of study. All graduates listed a job
In the summer of 2020, the
title/employer in the survey.
DANIEL LUBETZKY (‘19)
Association reached out with a survey
to more than 3,000 recipients of
n 62% of graduates saw increased wages due to the
Horatio Alger Career & Technical
credential they earned through the CTE program.
Education (CTE) Scholarships. These
included currently enrolled students,
n Wage range of graduates:
Alumni Scholars, and those who did
not complete their course of study.
▪ $10,000 to $25,000 24%
The objectives of the survey were to
▪ $26,000 to $50,000 48%
WANDA AUSTIN (‘12) learn about the impact made by the
▪ $51,000 to $75,000 16%
scholarship on the lives and careers of
▪ $76,000 to $100,000 5%
recipients, how to better serve CTE
students, and how to reach more
students interested in enrolling in Through the generosity of Horatio Alger Endowment
associate-degree and career-training Fund Chairman and President Walter Scott, Jr. (’97), the
programs. We are pleased to enclose Association was able to double the number of CTE
the full report based on the survey scholarships it awards annually after its inaugural year in
NIDO QUBEIN (‘06) results, as well as the following charts 2016. With this in mind, the Association has been
denoting major findings. conducting a marketing program to reach more
students who are interested in obtaining an associate’s
degree or career training. The goal is to receive 2,000
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completed applications from qualified students and to Additionally, the Association is implementing an online
award more than 1,000 new CTE scholarships each college preparedness course for Horatio Alger National
year. Marketing is being conducted via Facebook and State Scholars. The sessions are based on the book,
and Instagram. Seven Habits of Highly Effective People. Emphasizing the
principles of fairness, integrity, honesty, and human
Announcements Promoting Horatio Alger dignity, the sessions will teach practical lessons about
CTE Scholarships setting goals, prioritizing responsibilities, empathetic
listening, and team work among other topics that will
contribute to the Scholars’ success in college and
beyond. The online webinars will start in the summer of
2021 and continue through summer of 2022.
2021 Alumni Summit in New Orleans
The Association is preparing to host the next Alumni
Summit in New Orleans, Louisiana, on October 8–10,
2021. The curriculum for the summit is being developed
by the Alumni Advisory Committee in close consultation
with Association staff and educational volunteers. The
summit will be based at The National World War II
Museum. We will invite the 2020 National Scholars to the
summit to welcome them in person to the Association
and encourage them to meet with Alumni Scholars and
representative Members. The Association will also
convene its Field Directors during the summit to
increase awareness about the importance of the
We are pleased to note the creation of a new CTE Association’s scholarships and to consider new ways to
scholarship program established by Board Member promote our scholarships.
Foster Friess (’12). Friess and the Henry A. McKinnell
Foundation contributed $500,000 to the Association to Field Directors
administer the new Foster’s Outriders Scholarships for
The Association is hosting four online Zoom meetings
Trade Programs to assist students seeking CTE training
for its Field Directors across the country who help
at one of the eight community colleges in Wyoming
promote awareness about the Association’s
participating in the program. The value of the
scholarships among high schools in their respective
scholarship varies depending on the cost of the degree
states and communities. The purposes of the meetings
program, and funds are sent to the schools to cover
are to dialogue and share ideas about marketing the
recipients’ expenses. The Association is grateful to
scholarship during this time of COVID-19 as well to
Lynn and Foster Friess for this generous support. We
review our scholarship programs and application
hope other Members will consider supporting CTE
timelines and processes. Additionally, these sessions
scholarships through the Horatio Alger Association.
provide opportunities to welcome new Field Directors,
to introduce them more fully to our mission, and to
Online Education
foster friendships with other Field Directors.
As online education continues to expand due to COVID-
19, the Association is proud to be administering two Two sessions have been held so far for Field Directors
accredited online courses free of charge for Horatio located primarily on the East Coast and in the Midwest
Alger Scholars in affiliation with the University of North to share ideas about how we can promote the
Carolina–Wilmington (UNCW). One course (three credits) scholarship to both schools and students, considering
focuses on entrepreneurship and starting a new business. the possibility that many high schools this fall will
The other course (one credit) provides students with operate in a virtual learning or hybrid environment.
valuable information about managing personal finances.
The credits are transferable to the students’ respective
colleges and universities. The Association is exploring
options for more online classes for Scholars in affiliation
with UNCW.
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Student Support Services For ease of reference, the table below reflects the
Association’s actual and expected revenues and expenses
With a mandate from the Board of Directors, the
in 2019 and 2020, respectively. The 2020 figures include
Association continues to expand services that address
adjustments necessitated by COVID-19. The Boards of
the needs of the “whole Scholar.” Below is a list of the
Directors of the Horatio Alger Association and the
services currently offered to Horatio Alger Scholars.
Endowment Fund are closely monitoring the Association’s
assets and investments. The Endowment Fund Board has
• Alumni Association
convened three times virtually since the start of COVID-
• Career Support
19. Thanks to the generosity of our Members and Friends,
• College Readiness
Covid-19 is not expected to have a significant detrimental
• College Support and Financial Aid Counseling
impact on the Association’s overall financial health.
• Collegiate Partners
• ComPsych
Charity Navigator
• Emergency Fund
• Housing Needs We are proud that the Horatio Alger Association
• Licensing Fees received Charity Navigator’s highest rating of four stars
• Networking and Career Guidance for the fourth consecutive year (2016–2019). The
• Online Education certification letter states that the four-star rating indicates
• Personal Contact that the Association adheres to sector best practices and
• Professional Development executes its mission in a financially efficient way. It also
• Non-Traditional Support affirms that the Horatio Alger Association exceeds
industry standards and outperforms most charities
FISCAL ACTIVITIES supporting the education field. Only 20 percent of
charities receive four consecutive four-star ratings,
Hallmarks indicating that the Horatio Alger Association of
Distinguished Americans outperforms most other
We are pleased to provide a copy of Hallmarks: Summary charities in America.
of Results for 2019 & Budget for 2020. As its name
denotes, this document is a resource for Members, Life The Horatio Alger Association of Canada Foundation
Partners, and Friends regarding the Association’s
financial position. Also included is information about The Horatio Alger Association of Canada Foundation
governance transitions, the Horatio Alger Endowment was incorporated as a charitable organization by the
Fund, fiscal partners, and the allocation of funds for Canadian Government on February 20, 2020. The
scholarships, programs, and services. foundation, which will hold the Canadian Association’s
endowment assets, is the counterpart to the Horatio
Alger Endowment Fund in the United States.
A summary of the 2019 year-end results and the budget for 2020 are as follows:
Actual 2020
OPERATING FUND 2019* Budget
Revenue $29,352,913 $29,813,000
Short-Term Investment Revenue 1,954,198 250,000
Total Revenue 31,307,111 30,063,000
Expenses 31,203,863 30,040,000
REVENUE OVER EXPENSES $103,248 $23,000
*Unaudited and presented on the modified cash basis of accounting.
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MEMBERSHIP Members in the near future. We hope they will be shared
with others who may be interested in supporting the
2020 Membership and Board of Directors Meeting Association’s mission and outreach to young people.
Plans are proceeding for the 2020 Membership and Online Membership Directory
Board of Directors Meeting at the Fairmont Grand Del
Mar in San Diego on October 6–9. For ease of The Association has added a new Membership Directory
reference, we are enclosing another copy of the feature on its website. Members may log into the
printed brochure with information about special events directory to find a full listing of all Members dating back
and speakers during the meeting. Also included is a to its formation in 1947. The list may be sorted by the
response form. If you haven’t done so already, we hope alphabet, state/city of residence, or year of induction. This
you will let the headquarters team know your plans feature is a resource when a paper copy of the annually
regarding participating at the Membership/Board produced Membership Directory is not available.
Meeting. In addition to business sessions, events will
include an afternoon of joint activities with current and RESEARCH / PUBLICATIONS
Alumni Scholars from Southern California and a
political panel session with five noted pollsters Horatio Alger Nonprofit Book Series
and journalists. The Association is publishing a set of three nonprofit
books outlining best practices and effective management
of charitable organizations from both Members’ and
We are closely monitoring the evolving pandemic possible donors’ perspectives. The series includes:
and will act in accordance with directives from
governmental officials regarding this and other n Ten Traits That Make Nonprofits Great – lists ten
meetings in the months ahead. If plans change, traits that separate great nonprofits from the rest of
we will alert participants immediately. the field. It provides guidance to board members,
executive staff, philanthropists, and volunteers, and
it lists benchmarks for focusing on charities that
Membership Nominations employ best practices resulting in accountable,
The 2020 Horatio Alger Awards finalists have agreed to transparent, and effective organizations.
accept the Award and induction into the Association n Investing in People and Communities – reflects
during the 2021 Awards events next April. contemporary insights into best practices of
Nevertheless, research about new candidates is serving on nonprofit boards, volunteering,
ongoing. We welcome the nominations of additional expanding philanthropy, and effectively managing
individuals for possible membership in the Association charities. The book also profiles the philanthropic
in 2022. The Awards Committee and Board will host a and voluntary contributions of Association leaders
session at the Membership/Board Meeting this reflecting the commitment of all Members to
October in San Diego to review nomination helping others.
applications. In light of COVID-19, we have extended n Governing Effective Nonprofits in the 21st Century
the deadline for acceptance of new nominations until focuses on the following:
Friday, September 11. • best practices of boards to increase the
effectiveness of nonprofits;
Legacy Ambassadors / Friends of Distinction • easily accessible resources for nonprofit boards;
• insights about how the Horatio Alger Association
Traditionally, the Horatio Alger Friends of Distinction is a model of effective governance, and how its
Program has been for families of Members and individuals activities can be relevant to other nonprofits.
who are not Members, but who are committed to the
Association’s mission. The Association has now created Drawing on the experiences and insights of Members as
the Legacy Ambassadors Program to foster the ongoing well as examples furnished by the Association, these
involvement of Members’ families; the Friends program is books position the Association as a leading resource in
for individuals and organizations with no familial ties to promoting the effectiveness and viability of the nonprofit
Members. The Association has created new brochures for sector. The books will be available to Members in a
both the Legacy Ambassadors Program and the Friends of personalized boxed set before the end of the year.
Distinction. Samples of the brochures will be sent to
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An Investment in America’s Future Educational Series CONCLUSION
The Association is preparing the newest Investment in
America’s Future articles featuring information affecting We will continue to provide periodic updates about the
the field of education. The new articles will address the Horatio Alger Association—its programs and progress.
following topics: Please let us know if you have questions about
information in this report or suggestions. We are grateful
n Longitudinal Study Among the 2017 Class of to Members, Life Partners, Legacy Ambassadors, and
Horatio Alger Scholars – will outline the Friends of Distinction for your ongoing commitment to
parameters of a survey being conducted among the Association’s mission. The need for the Association’s
2017 State and National Scholars from 2017 inspirational role models, messages, scholarships, and
through to their anticipated graduation in 2021. services has never been greater.
The survey will provide helpful information about
factors that affect Scholars’ decisions and the
college experience. Results of the survey will assist Thank you for supporting the Association.
the Association in tailoring programs and services Together, we are advancing the American
in its ongoing quest to help the “whole Scholar.”
Dream based on freedom, mutual respect,
n Basic Needs Insecurity on College Campuses – will
explore insecurity of today’s college students in and the equality of opportunity.
terms of basic needs such as food, housing, and
mental health services. It will also draw upon data
obtained from the Association’s longitudinal study.
n Online Higher Education – will focus on the current
state of online education in the United States in
light of trends, historical underpinnings, and
evidence about what works and doesn’t work
across measures of college student learning and
success. The article will be based on national
reports and vetted empirical studies about digital
learning and college student development.
n Insights from Paul Tough’s book, The Years That
Matter Most: How College Makes or Breaks Us – will Matthew K. Rose James F. Dicke II
summarize key arguments by drawing on evidence- Chairman President
based practices and policies known to promote the
academic success of college students. The article
will also draw upon data from the admission
standards experienced by Horatio Alger Scholars.
PUBLIC OUTREACH
Public Service Announcements
During the early days of the COVID-19 era, Association
Members Jane Seymour (’21) and Rob Lowe (’18) Walter Scott, Jr. V. Prem Watsa
agreed to tape messages of encouragement to be Chairman and President, Horatio
posted on the Association’s website. More recently, on President Alger Association of
June 25, Rob Lowe referenced his involvement in the Horatio Alger Canada
Horatio Alger Association during an interview on ABC’s Endowment Fund
Good Morning America. We are grateful to them both
for their active support of the Association’s ongoing
national visibility campaign.
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The Horatio Alger Association, a 501(c)(3) educational nonprofit organization, values
diversity and is committed to creating an inclusive environment for all employees. The
Association is an equal opportunity employer that does not discriminate on the basis of
race, color, religion, creed, sex, gender identity, sexual orientation, marital status,
parental status, national origin, political affiliation, age, disability, or any other protected
status. All employment decisions are based on merit and individual qualifications,
performance, business needs, and job requirements. The Association is also committed
to maintaining an environment that encourages and fosters appropriate conduct among
all persons and respect for individual values. The Association’s policies, as outlined
above, extend beyond its staff to its Members, Scholars, Alumni, volunteers,
associates/contractors/vendors, and affiliates.
99 Canal Center Plaza, Suite 320
Alexandria, Virginia 22314
Main (703) 684-9444 | Fax (703) 684-9445
horatioalger.org
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