2024-10-21T09:31:19-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2023-01-01 742422589 ALAMO COLLEGES FOUNDATION INC ALAM 2104850356 2222 NORTH ALAMO STREET SAN ANTONIO TX 78215 BARTON T SIMPSON EXECUTIVE DIRECTOR 2104850356 2024-10-14 1 1 SARAH HINTZ P00492291 3037795710 2024-10-14 2023 2024-10-15 13:58:12Z BARTON T SIMPSON 2222 NORTH ALAMO STREET SAN ANTONIO TX 78215 22180223 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. 15 15 0 35 0 0 6767820 7172413 0 0 702503 2084689 104 0 7470427 9257102 5141493 5547991 0 0 0 0 0 0 0 230383 226379 5371876 5774370 2098551 3482732 67992284 79105647 62222 156758 67930062 78948889 PROVIDE POST-SECONDARY EDUCATION SCHOLARSHIPS AND OTHER EDUCATIONAL SUPPORT TO AND FOR STUDENTS IN THE ALAMO COLLEGES. 0 0 2914041 2914041 0 GRANTS AND ALLOCATIONS TO THE ALAMO COLLEGES TO MAINTAIN, DEVELOP, INCREASE AND EXTEND FACILITIES & SERVICES. 2633950 2633950 0 GRANTS AND ALLOCATIONS TO STUDENTS IN THE ALAMO COLLEGES FOR SCHOLARSHIPS AND EDUCATIONAL SUPPORT. 5547991 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X BARTON T SIMPSON 2104850044 2222 N ALAMO STREET SAN ANTONIO TX 78215 BARTON T SIMPSON EXECUTIVE DIRECTOR 20.00 0.00 X 193435 0 26939 SHEILA MARLOW DUE EXECUTIVE DIRECTOR (THRU 1/23) 20.00 0.00 X 31565 0 1128 PHIL BAKKE CHAIR 2.00 0.00 X X 0 0 0 DEBORAH KNAPP 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 RAQUEL CARDENA DIRECTOR 2.00 0.00 X 0 0 0 DAVID CHRISTIAN DIRECTOR 2.00 0.00 X 0 0 0 CHRIS CORSO DIRECTOR (THRU 4/23) 2.00 0.00 X 0 0 0 LISA ANDRADE GONIMA DIRECTOR 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 LAURA LINHART-KISTNER DIRECTOR 2.00 0.00 X 0 0 0 NORMA REYES DIRECTOR 2.00 0.00 X 0 0 0 DR KATE ROGERS DIRECTOR 2.00 0.00 X 0 0 0 SHAWN SEABERG DIRECTOR 2.00 0.00 X 0 0 0 SLOAN THOMAS DIRECTOR 2.00 0.00 X 0 0 0 DR ROBERTO ZARATE DIRECTOR 2.00 0.00 X 0 0 0 225000 0 28067 0 0 0 1 0 166663 7005750 119200 7172413 1761526 1761526 13246284 12923121 323163 323163 323163 9257102 0 0 2084689 2914041 2914041 2633950 2633950 226120 226120 259 259 5774370 5547991 226379 0 342771 358551 1103356 1587670 3644617 1741844 62901540 75417582 67992284 79105647 62222 900 0 155858 62222 156758 X 332357 421867 67597705 78527022 67930062 78948889 67992284 79105647 3482732 7536095 0 X X 0 1 X 1 0 X 3162988 26697323 18800549 6767820 7172413 62601093 960693 1246198 1255046 1388939 1633701 6484577 4123681 27943521 20055595 8156759 8806114 69085670 2507768 66577902 731585 559027 1139430 1334277 1761526 5525845 104 104 74611619 0.89230 0.91900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 104. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22839785 2126959 24966744 21662221 1177564 22839785 20281704 1380517 21662221 18926009 1355695 20281704 18296736 629273 18926009 0.00000 0.82950 0.17050 0 0 0 DUE TO AFFILIATES 155858 155858 X 18200778 7536095 1633701 9169796 9030982 226120 226120 9257102 7181951 1633701 1633701 5548250 226120 226120 5774370 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF 222 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 0 2914041 N/A N/A MAINTAIN FACILITIES AND SERVICES 1 0 SCHOLARSHIPS AND EDUCATION SUPPORT 3464 2633950 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 BARTON T SIMPSON EXECUTIVE DIRECTOR 193315 0 0 0 120 0 14322 0 12617 0 220374 0 0 0 SHEILA MARLOW DUE EXECUTIVE DIRECTOR (THRU 1/23) 31517 0 0 0 48 0 1010 0 118 0 32693 0 0 0 SCHEDULE J, PART II: SHEILA MARLOW DUE AND BARTON T SIMPSON WERE COMPENSATED BY AN UNRELATED ORGANIZATION, ALAMO COMMUNITY COLLEGES DISTRICT. X 1 69200 FMV X GIFT CARD 25 50000 FMV 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS EQUALS TOTAL NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 1A THERE ARE TWO EMERITUS MEMBERS WITH NO VOTING RIGHTS. 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 XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.