ALAMO TRUST INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALAMO TRUST INC (EIN 47-4365749)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-04-23
- IRS object ID
- 202431149349301313
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-23T10:41:23+00:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5810 TENNYSON PARKWAY Suite 450 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750244112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474365749 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alamo Trust Inc (Formerly Alamo Complex Management) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALAM | BusinessNameControlTxt |
| Phone | 2102251391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 Alamo Plaza Suite 200 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Welcome W Wilson Jr | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 2102251391 | PhoneNum |
| Signature | 2024-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kathryn | PersonFirstNm |
| Person Last | Ann Rogers | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrew J Gray | PreparerPersonNm |
| PTIN | P01517705 | PTIN |
| Phone | 2147775200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Welcome W Wilson Jr | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 Alamo Plaza Suite 200 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $69,642,872 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.thealamo.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 194 | TotalEmployeeCnt |
| Total Volunteers | 86 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $901,809 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,035,438 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,578,835 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,525,050 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,421 | PYInvestmentIncomeAmt |
| CY Investment Income | $211,898 | CYInvestmentIncomeAmt |
| PY Other Revenue | $99,760 | PYOtherRevenueAmt |
| CY Other Revenue | $3,870,486 | CYOtherRevenueAmt |
| PY Total Revenue | $6,581,825 | PYTotalRevenueAmt |
| CY Total Revenue | $69,642,872 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $885,449 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,161,901 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $416,314 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,653,618 | PYOtherExpensesAmt |
| CY Other Expenses | $44,972,697 | CYOtherExpensesAmt |
| PY Total Expenses | $5,539,067 | PYTotalExpensesAmt |
| CY Total Expenses | $54,134,598 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,042,758 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,508,274 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,896,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,147,360 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,638,827 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,381,410 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,257,676 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,765,950 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $53,084,415 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $29,394,037 | RevenueAmt |
| Desc | Located in the heart of San Antonio, the Alamo stands as a Shrine to Texas Liberty. Alamo Trust, Inc., or the Alamo, tells the story of Texas Independence as part of its rich and diverse 300-year history to over 1.6 million visitors every year and is the #1 most visited destination in the State of Texas. 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. 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 some time inside and view 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 in the 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 during normal business hours. 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. After Hours Private Tour: Create a private after hours tour experience for a group of friends, family, or co-workers. The after-hours tour offers an unforgettable experience for out-of-town guests, corporate groups, private ceremonies and receptions, and more. After hours tours are similar to private tours, but take place at 5:30 p.m. or later when the Alamo is closed to the public. 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. | Desc |
| Total Program Service Expenses | $53,084,415 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 194 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN Ann Rogers | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2102251391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 ALAMO PLAZA SUITE 200 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HOPE ANDRADE | ||||||||
| TREASURER | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WELCOME W WILSON JR | ||||||||
| CHAIRMAN | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILL HURD | ||||||||
| SECRETARY (THROUGH June 2023) | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLIE AMATO | ||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| FRANCISCO CIGARRAO | ||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JIM DANNENBAUM | ||||||||
| DIRECTOR (THROUGH Feb 2023) | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PETER J HOLT | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ADRIAN PILOTO | ||||||||
| GLO ADVISORY DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Christina Robertson | ||||||||
| Chief Operating Officer | 40.0 | 0.0 | Yes (X) | $148,611 | $0 | $21,178 | ||
| Kathryn Ann ROGERS | ||||||||
| EXECUTIVE DIRECTOR | 39.0 | 1.0 | Yes (X) | $314,192 | $0 | $21,370 | ||
| Lisa Tapp | ||||||||
| Chief Financial Officer | 39.0 | 1.0 | Yes (X) | $72,748 | $0 | $4,519 | ||
| DANIELA SERNA | ||||||||
| IN-HOUSE COUNSEL | 40.0 | 0.0 | $127,841 | $0 | $22,436 | Yes (X) | ||
| JILL DEYOUNG | ||||||||
| CHIEF OF STAFF | 40.0 | 0.0 | $125,091 | $0 | $26,618 | Yes (X) | ||
| Pamela Rosser | ||||||||
| Alamo Conservator | 40.0 | 0.0 | $116,761 | $0 | $16,628 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $905,244 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $112,749 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLARK GUIDO | |||||
| 7500 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | CONSTRUCTION MANAGEMENT | $13,265,051 |
| GENSLER | |||||
| PO BOX 848279 | DALLAS | TX | 78284 | CONSTRUCTION SERVICES | $5,840,132 |
| GALLAGHER & ASSOCIATES | |||||
| 1140 3rd Street NE | Washington | DC | 20002 | CONSTRUCTION SERVICES | $2,940,186 |
| DESIGN AND PRODUCTION | |||||
| 7110 RAINWATER PL | LORTON | VA | 22079 | CONSTRUCTION SERVICES | $1,392,695 |
| STUDIOCORTES | |||||
| 1101 SOUTH ST MARYS | SAN ANTONIO | TX | 78219 | CONSTRUCTION SERVICES | $1,197,470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $10,363,020 | RelatedOrganizationsAmt |
| Government Grants | $29,669,157 | GovernmentGrantsAmt |
| All Other Contributions | $3,261 | AllOtherContributionsAmt |
| Total Contributions | $40,035,438 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEE | 712110 | $21,141,823 | $21,141,823 |
| PUBLIC TOURS | 712110 | $2,194,604 | $2,194,604 |
| MUSEUM ADMISSION | 712110 | $1,725,687 | $1,725,687 |
| PHOTO SALES | 712110 | $460,652 | $460,652 |
| other program revenue | 712110 | $2,284 | $2,284 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,525,050 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $211,898 | TotalRevenueColumnAmt |
| Exclusion | $211,898 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,499 | TotalRevenueColumnAmt |
| Exclusion | $1,499 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $693,651 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $693,651 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $693,651 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $693,651 | RelatedOrExemptFuncIncomeAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,175,336 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,175,336 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,175,336 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,642,872 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,394,037 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $213,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507,434 | TotalAmt |
| Program Services | $458,818 | ProgramServicesAmt |
| Management And General | $24,203 | ManagementAndGeneralAmt |
| Fundraising | $24,413 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,281,389 | TotalAmt |
| Program Services | $6,614,139 | ProgramServicesAmt |
| Management And General | $345,845 | ManagementAndGeneralAmt |
| Fundraising | $321,405 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,185 | TotalAmt |
| Program Services | $110,213 | ProgramServicesAmt |
| Management And General | $4,186 | ManagementAndGeneralAmt |
| Fundraising | $5,786 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $790,329 | TotalAmt |
| Program Services | $715,421 | ProgramServicesAmt |
| Management And General | $41,605 | ManagementAndGeneralAmt |
| Fundraising | $33,303 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,564 | TotalAmt |
| Program Services | $416,644 | ProgramServicesAmt |
| Management And General | $24,990 | ManagementAndGeneralAmt |
| Fundraising | $20,930 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,268 | TotalAmt |
| Program Services | $491,268 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,878 | TotalAmt |
| Management And General | $49,878 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,735 | TotalAmt |
| Program Services | $8,735 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,408,254 | TotalAmt |
| Program Services | $39,403,640 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $4,614 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,561 | TotalAmt |
| Program Services | $123,253 | ProgramServicesAmt |
| Management And General | $5,138 | ManagementAndGeneralAmt |
| Fundraising | $170 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,173 | TotalAmt |
| Program Services | $642,497 | ProgramServicesAmt |
| Management And General | $32,780 | ManagementAndGeneralAmt |
| Fundraising | $3,896 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,023 | TotalAmt |
| Program Services | $7,023 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,561,609 | TotalAmt |
| Program Services | $2,524,719 | ProgramServicesAmt |
| Management And General | $36,890 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,703 | TotalAmt |
| Program Services | $141,015 | ProgramServicesAmt |
| Management And General | $55,399 | ManagementAndGeneralAmt |
| Fundraising | $289 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,781 | TotalAmt |
| Program Services | $21,781 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,633 | TotalAmt |
| Program Services | $128,626 | ProgramServicesAmt |
| Management And General | $7,747 | ManagementAndGeneralAmt |
| Fundraising | $1,260 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Bad Debt | $560,001 | $560,001 | ||
| Supplies | $331,509 | $328,750 | $2,511 | $248 |
| MAINTENANCE AND REPAIRS | $252,724 | $250,027 | $2,697 | |
| COLLECTIONS ACQUISITIONS | $137,845 | $137,845 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,134,598 | TotalAmt |
| Program Services | $53,084,415 | ProgramServicesAmt |
| Management And General | $633,869 | ManagementAndGeneralAmt |
| Fundraising | $416,314 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,504,235 | BOYAmt |
| EOY | $3,198,100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $10,714,389 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $811,174 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $23,850 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,855 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,707 | BOYAmt |
| EOY | $115,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $219,164 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,942 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,761 | BOYAmt |
| EOY | $175,222 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,446,626 | BOYAmt |
| EOY | $22,917,057 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,896,503 | BOYAmt |
| EOY | $37,147,360 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,935,746 | BOYAmt |
| EOY | $15,013,179 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,751,090 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,951,991 | BOYAmt |
| EOY | $368,231 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,638,827 | BOYAmt |
| EOY | $15,381,410 | 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 | $5,085,928 | BOYAmt |
| EOY | $7,665,360 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,171,748 | BOYAmt |
| EOY | $14,100,590 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,257,676 | BOYAmt |
| EOY | $21,765,950 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,896,503 | BOYAmt |
| EOY | $37,147,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $15,508,274 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,786,702 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,676,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,883,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,597,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,035,438 | CurrentTaxYearAmt |
| Total | $87,980,144 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,445,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,012,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,169,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,025,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,700,386 | CurrentTaxYearAmt |
| Total | $52,353,333 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,231,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,689,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,052,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,623,261 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,735,824 | CurrentTaxYearAmt |
| Total | $140,333,477 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $140,333,477 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,356,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $907,048 | CurrentTaxYearAmt |
| Total | $2,263,847 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,356,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $907,048 | CurrentTaxYearAmt |
| Total | $2,263,847 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,231,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,689,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,052,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,980,060 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,642,872 | CurrentTaxYearAmt |
| Total | $142,597,324 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9841 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9814 | PublicSupportPY509Pct |
| Investment Income CY | 0.02 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0186 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 1 Short Year | FormAndLineReferenceDesc |
| Explanation | 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(D) 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. | ExplanationTxt |
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
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $219,164 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,942 | DepreciationAmt |
| Book Value | $175,222 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $175,222 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| TEXAS GENERAL LAND OFFICE REIMBURSEMENT RECEIVABLE | $15,366,705 |
| CITY OF SAN ANTONIO REIMBURSEMENTS | $6,400,035 |
| ACCOUNTS RECEIVABLE - RTAF | $805,004 |
| Accrued Revenue | |
| Right To Use Asset | $345,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $22,917,057 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO TEXAS GENERAL LAND OFFICE | |
| RIGHT OF USE LIABILITY | $348,146 |
| ACCOUNT PAYABLE - RTAF | $20,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $368,231 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Christina Robertson | ||||||||||||||
| Chief Operating Officer | $148,611 | $0 | $0 | $0 | $0 | $0 | $7,932 | $0 | $13,246 | $0 | $169,789 | $0 | $0 | $0 |
| Kathryn Ann ROGERS | ||||||||||||||
| EXECUTIVE DIRECTOR | $268,355 | $0 | $45,837 | $0 | $0 | $0 | $20,595 | $0 | $775 | $0 | $335,562 | $0 | $0 | $0 |
| JILL DEYOUNG | ||||||||||||||
| CHIEF OF STAFF | $125,091 | $0 | $0 | $0 | $0 | $0 | $10,585 | $0 | $16,033 | $0 | $151,709 | $0 | $0 | $0 |
| DANIELA SERNA | ||||||||||||||
| IN-HOUSE COUNSEL | $127,841 | $0 | $0 | $0 | $0 | $0 | $8,992 | $0 | $13,444 | $0 | $150,277 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a GOVERNING BODY DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE | 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, Line 11b Review of form 990 by governing body | FORM 990 IS SENT TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR APPROVAL BEFORE FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | 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, Line 15a Process to establish compensation of top management official | THE independent BOARD reviews and approves compensation. The board 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. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE independent BOARD reviews and approves compensation. The board 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. |
| Form 990, Part VI, Line 19 Required documents available to the public | THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| Form 990, Part IX, Line 11g Other Fees | Alamo Plan Contracted Services - Total Expense: 38210105, Program Service Expense: 38210105, Management and General Expenses: 0, Fundraising Expenses: 0; Other Contracted Services - Total Expense: 1164734, Program Service Expense: 1160120, Management and General Expenses: 0, Fundraising Expenses: 4614; Bank Fees - Total Expense: 33415, Program Service Expense: 33415, Management and General Expenses: 0, Fundraising Expenses: 0; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REMEMBER THE ALAMO FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 ALAMO PLAZA | AddressLine1Txt |
| Address Line2 | SUITE 212 | AddressLine2Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474470136 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Type I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | alamo Trust inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REMEMBER THE ALAMO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $10,363,020 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |
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