2026-07-09T06:39:18-05:00 2025-08-31 350921680 CROWE LLP 4801 OLYMPIA PARK PLAZA STE 4000 LOUISVILLE KY 402412098 990 2024-09-01 474365749 ALAMO TRUST INC ALAM 2102251391 321 ALAMO PLAZA 200 SAN ANTONIO TX 78205 HOPE ANDRADE PRESIDENT AND CEO 2102251391 2026-07-09 1 0 RACHEL SPURLOCK P00520729 5023263996 2026-07-07 2024 2025-03-06 01:10:19Z WELCOME W WILSON JR 321 ALAMO PLAZA 200 SAN ANTONIO TX 78205 115329064 0 X WWW.THEALAMO.ORG X 2015 TX TO PRESERVE THE ALAMO, THE SHRINE OF TEXAS LIBERTY, AND BRING ITS OWN UNIQUE STORY TO LIFE. 5 5 224 150 0 0 62847717 96889355 20003678 13767206 646608 714245 4000584 3943537 87498587 115314343 0 0 0 0 11629635 13680644 0 0 134218 70842101 114863414 82471736 128544058 5026851 -13229715 55295913 58498585 28503112 44935499 26792801 13563086 X 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. 0 0 124868283 10236780 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. 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 THE 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. 124868283 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 22 0 1 224 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X KATHRYN ANN ROGERS 2102251391 321 ALAMO PLAZA 200 SAN ANTONIO TX 78205 WELCOME W WILSON JR CHAIRMAN 1.00 1.00 X X 0 0 0 HOPE ANDRADE PRESIDENT AND CEO 1.00 1.00 X X 0 0 0 CHARLIE AMATO DIRECTOR 1.00 1.00 X 0 0 0 FRANCISCO CIGARRAO DIRECTOR 1.00 1.00 X 0 0 0 PETER J HOLT DIRECTOR 1.00 0.00 X 0 0 0 KATHRYN ANN ROGERS EXECUTIVE DIRECTOR 39.00 1.00 X 399907 0 28000 LISA TAPP CHIEF FINANCIAL OFFICER 39.00 1.00 X 207257 0 36845 ADRIAN PILOTO GLO ADVISORY DIRECTOR 1.00 0.00 X 0 0 0 TIM WELDON MANAGING DIRECTOR 40.00 0.00 X 190766 0 12751 DANIELA SERNA IN-HOUSE COUNSEL 40.00 0.00 X 147037 0 33937 JILL DEYOUNG CHIEF ADMINISTRATIVE OFFICER 40.00 0.00 X 149039 0 20904 RHEA ROBERTS MANAGING DIRECTOR 40.00 0.00 X 145718 0 18827 SHEILA MAYFIELD CHIEF MARKETING OFFICER 40.00 0.00 X 142980 0 30583 KATE CAREY VP OF EDUCATION & GUEST EXPERIENCE 40.00 0.00 X 126041 0 24411 1508745 0 206258 11 0 1 0 CLARK GUIDO 7500 OLD GEORGETOWN RD BETHESDA MD 20814 CONSTRUCTION MANAGEMENT 35770191 GALLAGHER & ASSOCIATES 1140 3RD STREET NE WASHINGTON DC 20002 CONSTRUCTION SERVICES 17494289 GENSLER PO BOX 848279 DALLAS TX 78284 CONSTRUCTION SERVICES 11744560 GW MITCHELL CONSTRUCTION 1926 GULFMART ST 201 SAN ANTONIO TX 78217 CONSTRUCTION SERVICES 8692909 MARK G ANDERSON CONSULTANTS INC 730 11TH STREET NW WASHINGTON DC 20001 CONSTRUCTION SERVICES 4331834 30 15493059 81333120 63176 96889355 MANAGEMENT FEES 712110 7467319 7467319 MUSEUM ADMISSION 712110 3776749 3776749 PUBLIC TOUR 712110 2023623 2023623 PHOTO SALES 712110 456606 456606 OTHER PROGRAM REVENUE 900099 42909 42909 13767206 714245 714245 6644 6644 848138 0 848138 848138 848138 3103476 14721 3088755 3088755 115314343 17704099 0 720889 X 650245 542865 101042 6338 11675816 9747688 1814318 113810 413109 344889 64193 4027 76772 64094 11930 748 864702 721906 134367 8429 420427 420427 78482 78482 102896184 102596567 299617 810710 810171 469 70 963084 702307 260777 53278 53278 4579298 4521169 58129 646422 451738 194684 94782 94782 1711123 1711123 COLLECTIONS ACQUISITION 1601761 1601761 BAD DEBT 491211 491211 SUPPLIES 341138 332002 8340 796 MAINTENANCE AND REPAIRS 175514 175514 128544058 124868283 3541557 134218 13698976 14602041 8672657 4352654 1805331 1224635 78386 75152 1270615 3240574 453121 171110 276848 282011 29493100 34721518 55295913 58498585 16929359 30936828 2478 2967363 11571275 11031308 28503112 44935499 X 10815759 11304179 15977042 2258907 26792801 13563086 55295913 58498585 -13229715 0 X 0 1 X 1 0 X 3883411 37597733 40035438 62847717 96889355 241253654 5169435 10380624 29394037 24013269 17718820 86676185 9052846 47978357 69429475 86860986 114608175 327929839 50000 51000 152485 152500 405985 1409472 1050199 19052536 11673872 5160737 38346816 1409472 1100199 19103536 11826357 5313237 38752801 289177038 1703 213397 654665 720889 1590654 1703 213397 654665 720889 1590654 9052846 47980060 69642872 87515651 115329064 329520493 0.87760 0.84680 0.00480 0.00000 X SCHEDULE A, PART III,LINE 1 - SHORT YEAR THE ORGANIZATION CHANGED ITS FISCAL YEAR END DURING CALENDAR YEAR 2022. PREVIOUS YEAR END WAS JUNE 30 AND THE CURRENT FISCAL YEAR END IS AUGUST 31. THE SHORT YEAR RETURN WAS FILED USING THE 2021 FORM 990. THEREFORE, SCHEDULE A, PART III, SECTION A, LINE 1(B) IS REPORTING BOTH THE FULL YEAR JULY 1, 2021 THROUGH JUNE 30, 2022 AND THE SHORT YEAR REPORTING PERIOD OF JULY 1, 2022 THROUGH AUGUST 31, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 453121 171110 282011 282011 TEXAS GENERAL LAND OFFICE REIMBURSEMENT RECEIVABLE 25019124 CITY OF SAN ANTONIO REIMBURSEMENTS 2498322 ACCOUNTS RECEIVABLE - RTAF 6319569 RIGHT TO USE ASSET 884503 34721518 RIGHT OF USE LIABILITY 969034 GLO WORKING CAPITAL ADVANCE 10000000 ACCOUNTS PAYABLE - RTAF 62274 11031308 X PART X, LINE 2: EACH ENTITY INCLUDED IN THIS CONSOLIDATION IS A NON-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ARE NOT "PRIVATE FOUNDATIONS; ACCORDINGLY, DONORS OF MONEY AND/OR PROPERTY ARE ENTITLED TO THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION ALLOWED BY LAW. THE ORGANIZATION IS NOT SUBJECT TO TEXAS MARGIN TAX. MANAGEMENT IS NOT AWARE OF ANY TAX POSITIONS THAT WOULD HAVE A SIGNIFICANT IMPACT ON ITS FINANCIAL POSITION. ITS TAX RETURNS FOR THE LAST FOUR YEARS REMAIN SUBJECT TO EXAMINATION. SCHEDULE D, PART X, LINE 2 - FIN 48 (ASC 740) FOOTNOTE EACH ENTITY INCLUDED IN THIS CONSOLIDATION IS A NON-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ARE NOT "PRIVATE FOUNDATIONS; ACCORDINGLY, DONORS OF MONEY AND/OR PROPERTY ARE ENTITLED TO THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION ALLOWED BY LAW. THE ORGANIZATION IS NOT SUBJECT TO TEXAS MARGIN TAX. MANAGEMENT IS NOT AWARE OF ANY TAX POSITIONS THAT WOULD HAVE A SIGNIFICANT IMPACT ON ITS FINANCIAL POSITION. ITS TAX RETURNS FOR THE LAST FOUR YEARS REMAIN SUBJECT TO EXAMINATION. X X 0 0 0 0 0 0 0 1 0 KATHRYN ANN ROGERS EXECUTIVE DIRECTOR 349907 0 50000 0 0 0 28000 0 0 0 427907 0 0 0 LISA TAPP CHIEF FINANCIAL OFFICER 207257 0 0 0 0 0 25699 0 11146 0 244102 0 0 0 TIM WELDON MANAGING DIRECTOR 190766 0 0 0 0 0 0 0 12751 0 203517 0 0 0 DANIELA SERNA IN-HOUSE COUNSEL 147037 0 0 0 0 0 17526 0 16411 0 180974 0 0 0 SHEILA MAYFIELD CHIEF MARKETING OFFICER 142980 0 0 0 0 0 13593 0 16990 0 173563 0 0 0 JILL DEYOUNG CHIEF ADMINISTRATIVE OFFICER 149039 0 0 0 0 0 8153 0 12751 0 169943 0 0 0 RHEA ROBERTS MANAGING DIRECTOR 145718 0 0 0 0 0 12524 0 6303 0 164545 0 0 0 KATE CAREY VP OF EDUCATION & GUEST EXPERIENCE 126041 0 0 0 0 0 11660 0 12751 0 150452 0 0 0 PART I, LINE 7 DURING THE YEAR, THE ORGANIZATION PAID ONE-TIME BONUSES TO CERTAIN EMPLOYEES IN RECOGNITION OF THEIR PERFORMANCE. THE BONUSES WERE AWARDED BY THE BOARD OF THE ORGANIZATION AND NOT BASED ON ANY INDIVIDUALS' DISCRETION. BONUSES ARE AWARDED TO HELP THE ORGANIZATION IN RETAINING KEY TALENT. FORM 990, PART VI, SECTION A, LINE 1A THE MEMBERS OF THE EXECUTIVE COMMITTEE WILL CONSIST OF THE CHAIRMAN, WHO SHALL SERVE AS CHAIRMAN OF THE EXECUTIVE COMMITTEE AND PRESIDE AT ALL MEETINGS OF THE EXECUTIVE COMMITTEE, AND AT LEAST TWO OTHER INDIVIDUALS APPOINTED BY THE BOARD. A MAJORITY OF THE PERSONS SERVING ON THE EXECUTIVE COMMITTEE MUST BE DIRECTORS. IF ANY VACANCY OR VACANCIES OCCUR IN THE EXECUTIVE COMMITTEE, SUCH VACANCY OR VACANCIES SHALL BE FILLED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, EXCEPT WHERE ACTION OF THE BOARD IS REQUIRED BY STATUTE OR BY THE CERTIFICATE OF FORMATION, AS IT MAY BE AMENDED. THE EXECUTIVE COMMITTEE SHALL KEEP REGULAR MINUTES OF ITS PROCEEDINGS AND REPORT THE SAME TO THE BOARD WHEN REQUIRED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS SENT TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ACTIVELY MONITORS AND UPDATES ITS CONFLICT OF INTEREST DOCUMENTATION. IF A CONFLICT ARISES, THE INDIVIDUAL ABSTAINS FROM VOTING AND IS NOT INVOLVED WITH THE DECISION MAKING REGARDING THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND APPROVES COMPENSATION. MANAGEMENT CONDUCTS CONTEMPORANEOUS DOCUMENTATION OF THEIR FINDINGS OF THE COMPARABILITY DATA. HIRING IS CONDUCTED THROUGH A MERIT BASED OPEN SEARCH WHEREBY CANDIDATES ARE OFFERED POSITIONS AND SALARIES COMMENSURATE WITH INDUSTRY NORMS, LOCAL MARKET RATES AND THEIR COMPARABLE EXPERTISE AND EXPERIENCE. THE PROCESS WAS LAST CONDUCTED DURING FISCAL YEAR 2025. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G ALAMO PLAN CONTRACTED SERVICE: PROGRAM SERVICE EXPENSES 102,596,567. MANAGEMENT AND GENERAL EXPENSES 299,617. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 102,896,184. REMEMBER THE ALAMO FOUNDATION 321 ALAMO PLAZA SUITE 212 SAN ANTONIO TX 78205 474470136 SUPPORTING ORGANIZATION TX 501(C)(3) LINE 12A, I ALAMO TRUST INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 REMEMBER THE ALAMO FOUNDATION C 15493059 FAIR MARKET VALUE