2024-04-23T10:41:23+00:00 2023-08-31 350921680 CROWE LLP 5810 TENNYSON PARKWAY Suite 450 Plano TX 750244112 990 2022-09-01 474365749 Alamo Trust Inc (Formerly Alamo Complex Management) ALAM 2102251391 321 Alamo Plaza Suite 200 San Antonio TX 78205 Welcome W Wilson Jr Chairman 2102251391 2024-04-23 true Kathryn Ann Rogers 999009999 Andrew J Gray P01517705 2147775200 2022 2023-04-26 12:10:37Z Welcome W Wilson Jr 321 Alamo Plaza Suite 200 San Antonio TX 78205 69642872 false X www.thealamo.org X 2015 TX 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. 5 5 194 86 0 0 901809 40035438 5578835 25525050 1421 211898 99760 3870486 6581825 69642872 0 0 0 885449 9161901 0 0 416314 4653618 44972697 5539067 54134598 1042758 15508274 14896503 37147360 8638827 15381410 6257676 21765950 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. false false 53084415 0 29394037 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. 53084415 true true false false false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 36 0 true 194 true false false false false false false false false false false false false X 5 5 false false false false false false false true true false false true true true true false true true true false X KATHRYN Ann Rogers 2102251391 321 ALAMO PLAZA SUITE 200 SAN ANTONIO TX 78205 HOPE ANDRADE TREASURER 1.0 1.0 X X 0 0 0 WELCOME W WILSON JR CHAIRMAN 1.0 1.0 X X 0 0 0 WILL HURD SECRETARY (THROUGH June 2023) 1.0 0.0 X X 0 0 0 CHARLIE AMATO DIRECTOR 1.0 1.0 X 0 0 0 FRANCISCO CIGARRAO DIRECTOR 1.0 1.0 X 0 0 0 JIM DANNENBAUM DIRECTOR (THROUGH Feb 2023) 1.0 1.0 X 0 0 0 PETER J HOLT DIRECTOR 1.0 0.0 X 0 0 0 ADRIAN PILOTO GLO ADVISORY DIRECTOR 1.0 0.0 X 0 0 0 Christina Robertson Chief Operating Officer 40.0 0.0 X 148611 0 21178 Kathryn Ann ROGERS EXECUTIVE DIRECTOR 39.0 1.0 X 314192 0 21370 Lisa Tapp Chief Financial Officer 39.0 1.0 X 72748 0 4519 DANIELA SERNA IN-HOUSE COUNSEL 40.0 0.0 X 127841 0 22436 JILL DEYOUNG CHIEF OF STAFF 40.0 0.0 X 125091 0 26618 Pamela Rosser Alamo Conservator 40.0 0.0 X 116761 0 16628 905244 0 112749 5 false true false CLARK GUIDO 7500 OLD GEORGETOWN RD BETHESDA MD 20814 CONSTRUCTION MANAGEMENT 13265051 GENSLER PO BOX 848279 DALLAS TX 78284 CONSTRUCTION SERVICES 5840132 GALLAGHER & ASSOCIATES 1140 3rd Street NE Washington DC 20002 CONSTRUCTION SERVICES 2940186 DESIGN AND PRODUCTION 7110 RAINWATER PL LORTON VA 22079 CONSTRUCTION SERVICES 1392695 STUDIOCORTES 1101 SOUTH ST MARYS SAN ANTONIO TX 78219 CONSTRUCTION SERVICES 1197470 26 10363020 29669157 3261 40035438 MANAGEMENT FEE 712110 21141823 21141823 PUBLIC TOURS 712110 2194604 2194604 MUSEUM ADMISSION 712110 1725687 1725687 PHOTO SALES 712110 460652 460652 other program revenue 712110 2284 2284 0 0 0 0 25525050 211898 211898 1499 1499 693651 0 693651 0 693651 693651 0 0 3175336 3175336 3175336 0 0 0 0 0 69642872 29394037 0 213397 X 507434 458818 24203 24413 7281389 6614139 345845 321405 120185 110213 4186 5786 790329 715421 41605 33303 462564 416644 24990 20930 491268 491268 49878 49878 8735 8735 39408254 39403640 0 4614 128561 123253 5138 170 679173 642497 32780 3896 7023 7023 2561609 2524719 36890 196703 141015 55399 289 21781 21781 137633 128626 7747 1260 Bad Debt 560001 560001 Supplies 331509 328750 2511 248 MAINTENANCE AND REPAIRS 252724 250027 2697 COLLECTIONS ACQUISITIONS 137845 137845 0 0 0 0 54134598 53084415 633869 416314 6504235 3198100 0 10714389 811174 23850 0 0 0 0 2855 1707 115887 219164 43942 132761 175222 0 0 7446626 22917057 14896503 37147360 2935746 15013179 0 0 3751090 0 1951991 368231 8638827 15381410 X 5085928 7665360 1171748 14100590 6257676 21765950 14896503 37147360 15508274 0 X false true X true true true X 4786702 1676860 3883411 37597733 40035438 87980144 1445290 8012694 5169435 9025528 28700386 52353333 0 0 0 6231992 9689554 9052846 46623261 68735824 140333477 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 140333477 1356799 907048 2263847 0 0 0 0 1356799 907048 2263847 0 0 0 0 0 0 0 6231992 9689554 9052846 47980060 69642872 142597324 0.9841 0.9814 0.02 0.0186 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(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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 219164 43942 175222 175222 TEXAS GENERAL LAND OFFICE REIMBURSEMENT RECEIVABLE 15366705 CITY OF SAN ANTONIO REIMBURSEMENTS 6400035 ACCOUNTS RECEIVABLE - RTAF 805004 Accrued Revenue Right To Use Asset 345313 22917057 DUE TO TEXAS GENERAL LAND OFFICE RIGHT OF USE LIABILITY 348146 ACCOUNT PAYABLE - RTAF 20085 368231 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 false false false false false false false false false Christina Robertson Chief Operating Officer 148611 0 0 0 0 0 7932 0 13246 0 169789 0 0 0 Kathryn Ann ROGERS EXECUTIVE DIRECTOR 268355 0 45837 0 0 0 20595 0 775 0 335562 0 0 0 JILL DEYOUNG CHIEF OF STAFF 125091 0 0 0 0 0 10585 0 16033 0 151709 0 0 0 DANIELA SERNA IN-HOUSE COUNSEL 127841 0 0 0 0 0 8992 0 13444 0 150277 0 0 0 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; REMEMBER THE ALAMO FOUNDATION 321 ALAMO PLAZA SUITE 212 SAN ANTONIO TX 78205 474470136 SUPPORTING ORGANIZATION TX 501(c)(3) Type I alamo Trust inc true false false true false false false false false false false false false false true true true true false false REMEMBER THE ALAMO FOUNDATION C 10363020 FAIR MARKET VALUE