2022-11-09T09:39:17-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2021-01-01 742422589 ALAMO COLLEGES FOUNDATION INC ALAM 2104850356 2222 NORTH ALAMO STREET SAN ANTONIO TX 78215 BARTON T SIMPSON EXECUTIVE DIRECTOR 2104850356 2022-11-07 1 BARTON SIMPSON XXX-XX-XXXX SARAH HINTZ P00492291 3037795710 2022-11-02 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SHEILA MARLOW DUE 2222 NORTH ALAMO STREET SAN ANTONIO TX 78215 28406783 0 X WWW.ALAMO.EDU/FOUNDATION X 1984 TX TO RAISE PHILANTHROPIC FUNDS TO SUPPORT SCHOLARSHIPS AND PROGRAMS, AND STUDENT SUCCESS.THE FOUNDATION WAS ESTABLISHED TO STRENGTHEN THE ALAMO COLLEGES DISTRICT'S CAPACITY TO EMPOWER THE DIVERSE COMMUNITIES SERVED BY EACH OF THE ALAMO COLLEGES. THE DISTRICT IS COMPRISED OF FIVE COLLEGES: SAN ANTONIO (EST. 1925), ST. PHILIP'S (EST. 1898), PALO ALTO (EST. 1985), NORTHEAST LAKEVIEW (EST. 2007), AND NORTHWEST VISTA (EST. 1995) AS WELL AS EIGHT REGIONAL AND NEIGHBORHOOD CENTERS. 16 16 0 18 0 0 26697323 18800549 0 0 624661 2781961 0 0 27321984 21582510 4021870 7485261 0 0 0 0 0 0 0 159159 192350 4181029 7677611 23140955 13904899 56850156 77782031 0 1203436 56850156 76578595 PROVIDE POST-SECONDARY EDUCATION SCHOLARSHIPS AND OTHER EDUCATIONAL SUPPORT TO AND FOR STUDENTS IN THE ALAMO COLLEGES. 0 0 5673506 5673506 0 GRANTS AND ALLOCATIONS TO THE ALAMO COLLEGES TO MAINTAIN, DEVELOP, INCREASE AND EXTEND FACILITIES & SERVICES. 1811755 1811755 0 GRANTS AND ALLOCATIONS TO STUDENTS IN THE ALAMO COLLEGES FOR SCHOLARSHIPS AND EDUCATIONAL SUPPORT. 7485261 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X SHEILA MARLOW DUE 2104850044 2222 N ALAMO STREET SAN ANTONIO TX 78215 PAMELA BAIN CHAIR 2.00 0.00 X X 0 0 0 ANTHONY WHITE IMMEDIATE PAST CHAIR (THRU 11/21) 2.00 0.00 X X 0 0 0 DR ROBERT ZEIGLER TREASURER 2.00 0.00 X X 0 0 0 MARTHA TIJERINA SECRETARY 2.00 0.00 X X 0 0 0 KEN APPLEGATE DIRECTOR 2.00 0.00 X 0 0 0 PHIL BAKKE DIRECTOR 2.00 0.00 X 0 0 0 RAQUEL CARDENAS DIRECTOR 2.00 0.00 X 0 0 0 CHRIS CORSO DIRECTOR 2.00 0.00 X 0 0 0 DR MARIA HERNANDEZ FERRIER DIRECTOR 2.00 0.00 X 0 0 0 JANIE MARTINEZ GONZALEZ DIRECTOR (THRU 11/21) 2.00 0.00 X 0 0 0 WENDELL HALL DIRECTOR 2.00 0.00 X 0 0 0 DR DAVID JOHNSON DIRECTOR 2.00 0.00 X 0 0 0 DEBORAH KNAPP DIRECTOR 2.00 0.00 X 0 0 0 NORMA REYES DIRECTOR 2.00 0.00 X 0 0 0 KATE ROGERS DIRECTOR 2.00 0.00 X 0 0 0 SHAWN SEABERG DIRECTOR 2.00 0.00 X 0 0 0 THOMAS SLOAN DIRECTOR 2.00 0.00 X 0 0 0 DR ROBERTO ZARATE DIRECTOR 2.00 0.00 X 0 0 0 SHEILA MARLOW DUE EXECUTIVE DIRECTOR 20.00 20.00 X 0 162987 18724 0 162987 18724 0 0 1 0 0 154384 214010 18432155 4043 18800549 1139430 1139430 8466804 6824273 1642531 1642531 1642531 21582510 0 0 2781961 5673506 5673506 1811755 1811755 192200 192200 150 150 7677611 7485261 192350 0 3557935 633715 21140553 1546012 -397876 2400130 32549544 73202174 56850156 77782031 1203436 0 1203436 X 190921 196336 56659235 76382259 56850156 76578595 56850156 77782031 X 13904899 2623717 3199823 X X 0 1 X 1 0 X 2955681 3340311 3162988 26697323 18800549 54956852 490090 849969 960693 1246198 1255046 4801996 3445771 4190280 4123681 27943521 20055595 59758848 1104296 58654552 370630 471806 731585 559027 1139430 3272478 63031326 0.93060 0.86240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20281704 1380517 21662221 18926009 1355695 20281704 18296736 629273 18926009 17352581 944155 18296736 16459361 893220 17352581 0.00000 1.00000 0.00000 0 0 0 X 25269073 2623717 1255046 3878763 21390310 192200 192200 21582510 8740457 1255046 1255046 7485411 192200 192200 7677611 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF 194 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES AND SCHOLARSHIPS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. HOWEVER, INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE FOUNDATION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER SECTION 511 OF THE CODE. THE FOUNDATION DID NOT CONDUCT ANY UNRELATED BUSINESS ACTIVITIES IN THE CURRENT FISCAL YEAR. THEREFORE, THE FOUNDATION MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCORDINGLY, CONTRIBUTIONS TO THE FOUNDATION ARE TAX DEDUCTIBLE WITHIN THE LIMITATIONS PRESCRIBED BY THE CODE. THE FOUNDATION HAS ALSO BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 1 ALAMO COLLEGES DISTRICT 2222 N ALAMO ST SAN ANTONIO TX 78215 746002173 ALAMO COLLEGES DIST 5673506 0 N/A N/A MAINTAIN FACILITIES AND SERVICES 1 0 SCHOLARSHIPS AND EDUCATION SUPPORT 2745 1811755 0 N/A N/A PART I, LINE 2: THE FOUNDATION MONITORS GRANTS AND SCHOLARSHIP RECEIPIENTS IN ACCORDANCE WITH THE GRANTS AND SCHOLARSHIP AGREEMENT CRITERIA. 0 0 0 0 0 0 0 0 0 SHEILA MARLOW DUE EXECUTIVE DIRECTOR 0 162987 0 0 0 0 0 12172 0 6552 0 181711 0 0 PART I, LINE 3 THE RELATED ORGANIZATION USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR: APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, WHEN THE BOARD OF DIRECTORS IS NOT MEETING, ALL OF THE AUTHORITY AND POWERS OF THE BOARD OF DIRECTORS IN THE BUSINESS AND AFFAIRS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 4 THE CORPORATION'S BYLAWS WERE AMENDED NOVEMBER 17, 2021. THE FOLLOWING CHANGES WERE MADE: 1.) ADDED LANGUAGE UNDER DIRECTOR EXPECTATIONS - "PERFORM THEIR DUTIES IN SUPPORT OF THE MISSION OF THE ALAMO COMMUNITY COLLEGE DISTRICT" 2.) ADDED AD HOC COMMITTEES 3.) ADDED SPECIAL MEMBERS OF THE BOARD - IMMEDIATE PAST CHAIRPERSON MEMBERS 4.) ADDED COLLEGE CLUBS FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE ORGANIZATIONS INDEPENDENT CPA WITH INFORMATION PROVIDED BY MANAGEMENT. THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE 990 WITH THE PAID PREPARER. A COMPLETE COPY OF THE 990 IS PROVIDED TO THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD SECRETARY ACCUMULATES ANNUAL CONFLICT OF INTEREST RESPONSES AND REPORTS ANY POTENTIAL ISSUES TO THE BOARD. ALL BOARD MEMBERS SHALL BE ASKED EACH YEAR (DEADLINE OF THE ANNUAL BOARD MEETING) TO DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST, IF NOT SOONER DISCLOSED DURING THE YEAR JUST CONCLUDED. NO BOARD MEMBER SHALL VOTE ON ANY MATTER UNDER CONSIDERATION AT A BOARD OR COMMITTEE MEETING IN WHICH SAID BOARD MEMBER HAS A CONFLICT OF INTEREST. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT DISCLOSURE OF INTEREST IN ANY MATTER THAT THE BOARD MEMBER HAVING THE CONFLICT OF INTEREST ABSTAINED FROM VOTING. ANY BOARD MEMBER WHO IS UNCERTAIN WHETHER THERE EXISTS A CONFLICT OF INTEREST IN ANY MATTER MAY REQUEST THE BOARD OF DIRECTORS OR THE COMMITTEE TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS, AND THE BOARD OR COMMITTEE SHALL RESOLVE THE QUESTION BY A MAJORITY VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN NET ASSETS DUE TO CHANGE IN ACCOUNTING METHOD 3,199,823. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. ALAMO COLLEGES DISTRICT 2222 N ALAMO STREET SAN ANTONIO TX 78215 746002173 HIGHER EDUCATION TX N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 ALAMO COLLEGES DISTRICT B 7485261 CASH ALAMO COLLEGES DISTRICT C 214010 CASH ALAMO COLLEGES DISTRICT M 112471 FAIR VALUE ALAMO COLLEGES DISTRICT N 18078 FAIR VALUE ALAMO COLLEGES DISTRICT O 1124497 FAIR VALUE