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Nonprofiteer
← ALAMO TRUST INC

Form 990 for tax year 2023

Filed by ALAMO TRUST INC.

Totals

Total revenue
$87,498,587
Total expenses
$82,471,736
Contributions and grants received
$62,847,717
Grants paid
$0
Program service revenue
$20,003,678
Investment income
$646,608
Other revenue
$4,000,584
Total assets, end of year
$55,295,913
Total liabilities, end of year
$28,503,112
Net assets or fund balances, end of year
$26,792,801
Program services expenses (Part IX)
$79,898,181
Management and general expenses
$2,345,858
Fundraising expenses
$227,697
Program service expenses (Part III)
$79,898,181

Program services were 96.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $10,125,281

  • 1e · Government grants (contributions)

    $50,224,110

  • 1f · All other contributions, gifts and grants

    $2,498,326

  • 2a · Program service revenue: MANAGEMENT FEE

    total $13,424,186 · related or exempt $13,424,186

  • 2b · Program service revenue: PUBLIC TOURS

    total $2,415,625 · related or exempt $2,415,625

  • 2c · Program service revenue: MUSEUM ADMISSION

    total $3,581,798 · related or exempt $3,581,798

  • 2d · Program service revenue: PHOTO SALES

    total $383,739 · related or exempt $383,739

  • 2f · All other program service revenue

    total $198,330 · related or exempt $198,330 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $646,608 · excluded $646,608

  • 5 · Royalties

    total $8,057 · excluded $8,057

  • 6a · Gross rents

    real property $765,504

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $765,504 · personal property $0

  • 6d · Net rental income or loss

    total $765,504 · related or exempt $765,504

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 10a · Gross sales of inventory

    $3,244,087

  • 10b · Cost of goods sold

    $17,064

  • 10c · Net income from sales of inventory

    total $3,227,023 · related or exempt $3,227,023

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $690,315 · program services $587,703 · management and general $92,135 · fundraising $10,477

  • 7 · Other salaries and wages

    total $9,017,746 · program services $7,677,304 · management and general $1,203,577 · fundraising $136,865

  • 8 · Pension plan contributions

    total $361,126 · program services $307,446 · management and general $48,199 · fundraising $5,481

  • 9 · Other employee benefits

    total $811,297 · program services $690,702 · management and general $108,282 · fundraising $12,313

  • 10 · Payroll taxes

    total $749,151 · program services $637,793 · management and general $99,988 · fundraising $11,370

  • 11b · Fees: legal

    total $200,536 · program services $200,536

  • 11c · Fees: accounting

    total $70,603 · management and general $70,603

  • 11g · Fees: other

    total $64,267,111 · program services $63,874,622 · management and general $391,662 · fundraising $827

  • 12 · Advertising and promotion

    total $203,678 · program services $185,467 · management and general $264 · fundraising $17,947

  • 13 · Office expenses

    total $950,977 · program services $703,868 · management and general $241,195 · fundraising $5,914

  • 14 · Information technology

    total $56,785 · program services $56,785

  • 16 · Occupancy

    total $1,904,638 · program services $1,900,369 · management and general $4,269 · fundraising $0

  • 17 · Travel

    total $344,916 · program services $250,364 · management and general $68,126 · fundraising $26,426

  • 22 · Depreciation, depletion and amortization

    total $63,588 · program services $63,588

  • 23 · Insurance

    total $186,758 · program services $179,154 · management and general $7,604

  • 24a · Other expenses: COLLECTIONS ACQUISITIONS

    total $2,087,802 · program services $2,087,802

  • 24b · Other expenses: Supplies

    total $283,618 · program services $275,643 · management and general $7,898 · fundraising $77

  • 24c · Other expenses: MAINTENANCE AND REPAIRS

    total $221,091 · program services $219,035 · management and general $2,056

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,198,100 · end of year $13,698,976

  • 2 · Savings and temporary cash investments

    beginning of year $10,714,389 · end of year $8,672,657

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $1,805,331

  • 4 · Accounts receivable

    beginning of year $23,850 · end of year $78,386

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $2,855 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $115,887 · end of year $1,270,615

  • 10a · Land, buildings and equipment: cost or other basis

    $353,176

  • 10b · Land, buildings and equipment: accumulated depreciation

    $76,328

  • 10c · Land, buildings and equipment, net

    beginning of year $175,222 · end of year $276,848

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $22,917,057 · end of year $29,493,100

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,013,179 · end of year $16,929,359

  • 19 · Deferred revenue

    end of year $2,478

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0

  • 25 · Other liabilities

    beginning of year $368,231 · end of year $11,571,275

  • 27 · Net assets without donor restrictions

    beginning of year $7,665,360 · end of year $10,815,759

  • 28 · Net assets with donor restrictions

    beginning of year $14,100,590 · end of year $15,977,042

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

To preserve the Alamo, the Shrine of Texas Liberty, and bring its own unique story to life - to inspire visitors and honor all those who lived, fought, and died here.

  • Alamo Trust, Inc. (ATI) is a 501c3 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. More than 1.2 million visitors travel to the site each year, making it the #1 most visited destination in the State of Texas. The 300-year history of the Alamo is world-renowned and represents the core of Texas' identity today. In 1960, the Alamo was designated a United States National Historic Landmark, and in 2015, it became part of the Lone Star State's only UNESCO World Heritage Site. Witness living history, experience authentic artifacts, and explore an iconic landmark that shaped the country. The Alamo offers the following programs and experiences: Remember the Alamo Guided Tour: Led by an Alamo History Interpreter, this walking tour explores the heroes and events, including the Battle of the Alamo, that have made the story of the Alamo captivating for generations. Includes entry into the iconic Alamo Church and the Alamo Exhibit at the Ralston Family Collections Center. A Line in the Sand Self-Guided Experience: Enjoy the complete A Line in the Sand Self-Guided Experience with the Victory or Death Audio Tour, narrated by Ray Benson and entry into the Alamo Exhibit. The self-guided audio tour leads you through the Alamo Church, grounds, and includes 11 stops in the new Alamo Exhibit at the Ralston Family Collections Center where you can view the Phil Collins Collection and more! The Alamo Exhibit at the Ralston Family Collections Center: Experience the Collector's Journey at the Alamo Exhibit in the new Ralston Family Collections Center. View the Phil Collins Collection, including the Battle of the Alamo Diorama featuring his narration, explore artifacts from the Donald and Louise Yena Spanish Colonial Collection, engage with interactive exhibits, and more! Alamo Church Free Entry: Experience the iconic Alamo Church. Established as a mission, it later became a military stronghold for Texas Independence. Entering Alamo Church is always free. To help preserve the historic site, visitors will need to reserve their free ticket to enter the Church ahead of their visit. Victory or Death Audio Tour: Upgrade your free experience with the Victory or Death Audio Tour, narrated by country music singer, songwriter, actor and nine-time Grammy Award winner, Ray Benson from Asleep at The Wheel. This 45-minute, rich audio production with a total of 37 stops truly brings the story of the Alamo to life, featuring sound effects, music and interviews with the Alamo's expert curators and historians. Surrounded! The Alamo Augmented Experience: History like you've never seen it! Travel through time with Surrounded! The Alamo Augmented Experience, available in the Alamo Long Barrack. Using a handheld tablet, engage with the history of the Alamo through six experiential portals. Living History Encampment: Make your way to the Alamo's living history encampment, behind the Church, to meet the Alamo's history guides - known as living historians. Enjoy hands-on demonstrations about daily life at the time of the Texas Revolution. Discover what people wore, how they looked after their health, and what essential skills they had to master, such as fire-starting, leather working, and how to take care of their firearms. Musket Firing Demonstration: Take in the sights and sounds of a musket firing demonstration. Learn all about the main weapon used at the Battle of Alamo, the flintlock musket. This 15-minute presentation covers the history and use of flintlock firearms, a quick tutorial on how to fire, and live firings done by the Alamo Living History staff. Alamo Film: Enjoy the Crossroads of History, a 17-minute film that covers 300 years of history at the Alamo. This educational film is free of charge and is shown outside of Long Barrack continuously throughout the day from 9:00 a.m. to 5:00 p.m. everyday. Alamo Podcast: Explore all the ways we Remember the Alamo with this new audio storytelling journey, Stories Bigger Than Texas, featuring in-depth conversations about the Alamo's past, present, and future. Alamo Private Tour: Reserve a private guided tour for your group of 15 to 60 people. An experienced Alamo history interpreter will walk you through Alamo Plaza, revealing the story of the 1836 Battle of the Alamo and taking you to key battlefield locations that are today hidden under San Antonio's streets. Includes entry to the Alamo Church and the Alamo Exhibit at the Ralston Family Collections Center. VIP Private Tour: For the premier experience, schedule an exclusive, private VIP tour with the Alamo Senior Historian who is celebrating 25 years of service to the Alamo. Go behind the scenes to explore the heroes, events, and artifacts that have made the story of the Alamo captivating for generations of Texans and visitors. Private Events: Create an experience bigger than Texas! The Alamo has venues with indoor/outdoor spaces to accommodate a range of gatherings including weddings, rehearsal dinners, corporate and social events as well as military ceremonies.

    Expenses $79,898,181 · Revenue $23,996,205

As filed on the 2023 return.

Listed in Part VII

  • Hope Andrade

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Welcome W Wilson Jr

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Charlie Amato

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Francisco Cigarrao

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Peter J Holt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Adrian Piloto

    GLO ADVISORY DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathryn Ann ROGERS

    EXECUTIVE DIRECTOR

    Total calculated
    $434,127
    From this org
    $406,933
    From related orgs
    $0
    Other
    $27,194
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $299,023
    Bonus
    $106,610
    Other
    $1,300
    Deferred
    $26,400
    Nontaxable benefits
    $794
    Filer's total
    $434,127

  • Lisa Tapp

    Chief Financial Officer

    Total calculated
    $191,580
    From this org
    $179,924
    From related orgs
    $0
    Other
    $11,656
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $178,724
    Bonus
    $0
    Other
    $1,200
    Deferred
    $0
    Nontaxable benefits
    $11,656
    Filer's total
    $191,580

  • Tim Weldon

    Managing Director

    Total calculated
    $179,963
    From this org
    $159,065
    From related orgs
    $0
    Other
    $20,898
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,765
    Bonus
    $0
    Other
    $1,300
    Deferred
    $0
    Nontaxable benefits
    $20,898
    Filer's total
    $179,963

  • Daniela Serna

    IN-HOUSE COUNSEL

    Total calculated
    $165,983
    From this org
    $135,765
    From related orgs
    $0
    Other
    $30,218
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,765
    Bonus
    $0
    Other
    $0
    Deferred
    $11,666
    Nontaxable benefits
    $18,552
    Filer's total
    $165,983

  • Jill Deyoung

    Chief Administrative Officer

    Total calculated
    $163,805
    From this org
    $135,398
    From related orgs
    $0
    Other
    $28,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,098
    Bonus
    $0
    Other
    $1,300
    Deferred
    $11,357
    Nontaxable benefits
    $17,050
    Filer's total
    $163,805

  • Kate Carey

    VP of Education & Guest Experience

    Total calculated
    $131,924
    From this org
    $113,288
    From related orgs
    $0
    Other
    $18,636
    Hours/week
    40

  • Pamela Rosser

    Alamo Conservator

    Total calculated
    $143,394
    From this org
    $122,013
    From related orgs
    $0
    Other
    $21,381
    Hours/week
    40

  • Sheila Mayfield

    Chief Marketing Officer

    Total calculated
    $146,105
    From this org
    $115,891
    From related orgs
    $0
    Other
    $30,214
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 7 Non-fixed payments
DURING THE YEAR, THE ORGANIZATION PAID ONE-TIME Bonuses TO CERTAIN EMPLOYEES IN RECOGNITION OF THEIR PERFORMANCE. THE Bonuses were AWARDED BASED ON CRITERIA ESTABLISHED AND REVIEWED BY THE executive committee of the board OF THE ORGANIZATION AND NOT BASED ON ANY INDIVIDUALS' DISCRETION. Bonuses are awarded to help the organization in retaining key talent.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
30 April 2025
IRS schema version
2023v6.0
Source object
202541209349300514

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