Alamo Trust INC

Tax-deductible

San Antonio, TX501(c)(3)Since 2015Arts & CultureEIN 47-4365749Revenue $115.3M in FY2024

On file with the IRSthealamo.org321 Alamo Plz Ste 200, 78205-2698 · San Antonio, TXTax-exempt since Apr 2015Publicly supported — 509(a)(2)

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The organization is to be operated exclusively to preserve and restore the Alamo complex and to educate and inspire visitors on the history of all those who lived, fought, and died there.

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
Run by 150 volunteers and 224 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $5.1M a year · 12% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.5M
to officers and key staff · 1% of spending
Top officer’s pay lower than 87% of similar orgs
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $16.1M
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$44.9M
77% of total assets
Worth a look: liabilities are 77% of assets; over 65%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$115.3M
+32% vs prior year
Spent
$128.5M
To programs
97%
Net assets
$13.6M
By yearFY2020–FY2024
Revenue
$115.3M
FY2024▲ +32%
Tap a bar for its year
Revenue by fiscal year
FY2020$9.7M
FY2021$9.1M
FY2022$41.4M
FY2023$69.6M
FY2024$87.5M
FY2024$115.3M
Expenses
$128.5M
FY2024▲ +56%
Tap a bar for its year
Expenses by fiscal year
FY2020$7.8M
FY2021$7.8M
FY2022$39.4M
FY2023$54.1M
FY2024$82.5M
FY2024$128.5M
Net assets
$13.6M
FY2024▼ -49%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.4M
FY2021$3.7M
FY2022$5.2M
FY2023$21.8M
FY2024$26.8M
FY2024$13.6M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2015.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $124.9M Management & general 3% · $3.5M Fundraising 0% · $134K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $1.5M paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$399,907Pt VII · Sec A
Chief Financial Officer
$207,257Pt VII · Sec A
Managing Director
$190,766Pt VII · Sec A
Chief Administrative Officer
$149,039Pt VII · Sec A
In-House Counsel
$147,037Pt VII · Sec A
Managing Director
$145,718Pt VII · Sec A
Chief Marketing Officer
$142,980Pt VII · Sec A
VP of Education & Guest Experience
$126,041Pt VII · Sec A

Kathryn Ann Rogers’s $400K as Executive Director is at the 13th percentile of top reported officer pay among 53 $100M+ arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Kathryn Ann Rogers$399,907$406,933$314,192———
Lisa Tapp$207,257$179,924$72,748———
Kathryn Rogers———$197,840——
Tim Weldon$190,766$159,065————
Prisccilla Soto————$167,309$154,770
Jill Deyoung$149,039$135,398$125,091———
Christina Robertson——$148,611$118,967—$122,563
Daniela Serna$147,037$135,765$127,841———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves the Alamo and shares its story to inspire visitors and honor those who fought and died there.

Questions for Alamo Trust INC

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Provided by the organization

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1 program · $124.9M · in their own filed words · FY2024
01

Alamo trust, inc. (ati) is a 501(c)(3) nonprofit organization that oversees the daily operations at the alamo and the implementation of the alamo plan. Located in the heart of san antonio, the alamo stands as the shrine of texas liberty.

$124.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 5 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$115.3M
Ln 12
Gifts and grantsLn 1h$96.9M
Fees for servicesLn 2g$13.8M
Other incomeLn 4–11$3.9M
Money outPt IX
$128.5M
Ln 25
Programscol B$124.9M
Managementcol C$3.5M
Fundraisingcol D$134K
Owns and owesPt X
$13.6M
net assets · Ln 32
Cash and savingsLn 1–2$19.0M
Total assetsLn 16$58.5M
LiabilitiesLn 26$44.9M
PeoplePt VI, VII
14
listed · VII A
PaidVII A8
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$96.9M
Government grantsLn 1e$81.3M
Fees for servicesLn 2g$13.8M
Investment incomeLn 3$714K
Other incomeLn 4–11$3.9M
Total revenueLn 12$115.3M
Assets in detailPt X, end of year
CashLn 1$14.6M
SavingsLn 2$4.4M
Cash and savings togetherLn 1–2$19.0M
Land, buildings, equipmentLn 10c$282K
Other assetsLn 15$34.7M
Total assetsLn 16$58.5M
LiabilitiesLn 26$44.9M
Net assetsLn 32$13.6M
OperationsPt I, VI
EmployeesI 5224
VolunteersI 6150
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$22.4M$19.0M
Land, buildings, equipmentLn 10c$277K$282K
Total assetsLn 16$55.3M$58.5M
LiabilitiesLn 26$28.5M$44.9M
Net assetsLn 32$26.8M$13.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$650K$543K$101K$6K
Other salaries and wagesLn 7$11.7M$9.7M$1.8M$114K
Pension plan contributionsLn 8$413K$345K$64K$4K
Other employee benefitsLn 9$77K$64K$12K$748
Payroll taxesLn 10$865K$722K$134K$8K
Legal feesLn 11b$420K$420K
Accounting feesLn 11c$78K$78K
Other fees for servicesLn 11g$102.9M$102.6M$300K
Advertising and promotionLn 12$811K$810K$469$70
Office expensesLn 13$963K$702K$261K
Information technologyLn 14$53K$53K
OccupancyLn 16$4.6M$4.5M$58K
TravelLn 17$646K$452K$195K
Depreciation, depletion and amortizationLn 22$95K$95K
InsuranceLn 23$1.7M$1.7M
Other expenses (24a–d)Ln 24$2.6M$2.6M$8K$796
Total functional expensesLn 25$128.5M$124.9M$3.5M$134K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $87.5M$82.5M$5.0M$26.8M 990 PDF
FY2023 $69.6M$54.1M$15.5M$21.8M 990 PDF
FY2022 $41.4M$39.4M$2.0M$5.2M 990 PDF
FY2021 $9.1M$7.8M$1.3M$3.7M 990 PDF
FY2020 $9.7M$7.8M$1.9M$2.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $115,314,343 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $62,847,717$96,889,355
I-9 Program service revenuePrior year $20,003,678$13,767,206
I-10 Investment incomePrior year $646,608$714,245
I-11 Other revenuePrior year $4,000,584$3,943,537
I-12 Total revenuePrior year $87,498,587$115,314,343
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $11,629,635$13,680,644
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $70,842,101$114,863,414
I-18 Total expensesPrior year $82,471,736$128,544,058
I-19 Revenue less expensesPrior year $5,026,851−$13,229,715
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $115,314,343 across 9 lines filed
Lines not itemized here account for $3,088,755 of total revenue; see the IRS return.
VIII-1d Related organizations$15,493,059
VIII-1e Government grants$81,333,120
VIII-1f All other contributions, gifts and grants$63,176
VIII-1h Total contributions, gifts and grants$96,889,355
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,767,206$13,767,206
VIII-3 Investment incomeExcluded from tax $714,245$714,245
VIII-5 RoyaltiesExcluded from tax $6,644$6,644
VIII-6 Net rental income or lossRelated to mission $848,138$848,138
VIII-12 Total revenueRelated to mission $17,704,099 · Unrelated business $0 · Excluded from tax $720,889$115,314,343
Part IX · Statement of functional expenses $128,544,058 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $542,865 · Management $101,042 · Fundraising $6,338$650,245
IX-7 Other salaries and wagesPrograms $9,747,688 · Management $1,814,318 · Fundraising $113,810$11,675,816
IX-8 Pension plan contributionsPrograms $344,889 · Management $64,193 · Fundraising $4,027$413,109
IX-9 Other employee benefitsPrograms $64,094 · Management $11,930 · Fundraising $748$76,772
IX-10 Payroll taxesPrograms $721,906 · Management $134,367 · Fundraising $8,429$864,702
IX-11b Legal feesManagement $420,427$420,427
IX-11c Accounting feesManagement $78,482$78,482
IX-11g Other fees for servicesPrograms $102,596,567 · Management $299,617$102,896,184
IX-12 Advertising and promotionPrograms $810,171 · Management $469 · Fundraising $70$810,710
IX-13 Office expensesPrograms $702,307 · Management $260,777$963,084
IX-14 Information technologyPrograms $53,278$53,278
IX-16 OccupancyPrograms $4,521,169 · Management $58,129$4,579,298
IX-17 TravelPrograms $451,738 · Management $194,684$646,422
IX-22 Depreciation, depletion and amortizationManagement $94,782$94,782
IX-23 InsurancePrograms $1,711,123$1,711,123
IX-24 Other expenses (24a–d)Programs $2,600,488 · Management $8,340 · Fundraising $796$2,609,624
IX-25 Total functional expensesPrograms $124,868,283 · Management $3,541,557 · Fundraising $134,218$128,544,058
Part X · Balance sheet $58,498,585 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $13,698,976$14,602,041
X-2 Savings and temporary cash investmentsStart of year $8,672,657$4,352,654
X-3 Pledges and grants receivableStart of year $1,805,331$1,224,635
X-4 Accounts receivableStart of year $78,386$75,152
X-9 Prepaid expenses and deferred chargesStart of year $1,270,615$3,240,574
X-10c Land, buildings and equipment, netStart of year $276,848$282,011
X-15 Other assetsStart of year $29,493,100$34,721,518
X-16 Total assetsStart of year $55,295,913$58,498,585
X-17 Accounts payable and accrued expensesStart of year $16,929,359$30,936,828
X-19 Deferred revenueStart of year $2,478$2,967,363
X-25 Other liabilitiesStart of year $11,571,275$11,031,308
X-26 Total liabilitiesStart of year $28,503,112$44,935,499
X-27 Net assets without donor restrictionsStart of year $10,815,759$11,304,179
X-28 Net assets with donor restrictionsStart of year $15,977,042$2,258,907
X-32 Total net assets or fund balancesStart of year $26,792,801$13,563,086
X-33 Total liabilities and net assetsStart of year $55,295,913$58,498,585
Part XI · Reconciliation of net assets $13,563,086 net assets at year end
XI-1 Total revenue$115,314,343
XI-2 Total expenses$128,544,058
XI-3 Revenue less expenses−$13,229,715
XI-4 Net assets at start of year$26,792,801
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$13,563,086

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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