Civic Intelligence

Alamo Mission Chapter of Daughters of the Republic of Texas

990EZ • Fiscal year 2018 • EIN 35-2419064

Jun 01, 2017 to May 31, 2018 • Filed on Nov 30, 2018

PO Box 91136San Antonio, TX 78209

(210) 385-0182

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

130%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$137,370

Up $20,120 (+17%) from 2017

Net Assets

Up

$137,370

Up $20,120 (+17%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$72,767

Up $41,168 (+130%) from 2017

Expenses

Up

$52,391

Up $19,461 (+59%) from 2017

Net Income

Up

$20,376

Up $21,707 (+1631%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2013: $312,032Liabilities 2013: $0Net Assets 2013: $312,0322013Assets 2014: $393,543Liabilities 2014: $106,157Net Assets 2014: $287,3862014Assets 2015: $430,268Liabilities 2015: $135,357Net Assets 2015: $294,9112015Assets 2016: $440,933Liabilities 2016: $152,897Net Assets 2016: $288,0362016Assets 2017: $117,250Liabilities 2017: $0Net Assets 2017: $117,2502017Assets 2018: $137,370Liabilities 2018: $0Net Assets 2018: $137,3702018Assets 2019: $153,748Net Assets 2019: $153,7482019Assets 2020: $137,955Liabilities 2020: $3,816Net Assets 2020: $134,1392020Assets 2021: $165,221Net Assets 2021: $165,2212021Assets 2022: $142,868Net Assets 2022: $142,8682022Assets 2023: $161,039Net Assets 2023: $161,0392023Assets 2024: $179,524Net Assets 2024: $179,5242024Assets 2025: $124,905Liabilities 2025: $5,000Net Assets 2025: $119,9052025

Highlighted filing

2018

Assets$137,370
Liabilities$0
Net Assets$137,370

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2013: $65,985Expenses 2013: $58,787Net Income 2013: $7,1982013Revenue 2014: $35,060Expenses 2014: $59,706Net Income 2014: -$24,6462014Revenue 2015: $45,378Expenses 2015: $37,853Net Income 2015: $7,5252015Revenue 2016: $51,464Expenses 2016: $58,339Net Income 2016: -$6,8752016Revenue 2017: $31,599Expenses 2017: $32,930Net Income 2017: -$1,3312017Revenue 2018: $72,767Expenses 2018: $52,391Net Income 2018: $20,3762018Revenue 2019: $55,048Expenses 2019: $36,541Net Income 2019: $18,5072019Revenue 2020: $19,784Expenses 2020: $39,393Net Income 2020: -$19,6092020Revenue 2021: $37,923Expenses 2021: $35,761Net Income 2021: $2,1622021Revenue 2022: $28,904Expenses 2022: $63,922Net Income 2022: -$35,0182022Revenue 2023: $63,794Expenses 2023: $63,565Net Income 2023: $2292023Revenue 2024: $104,353Expenses 2024: $83,019Net Income 2024: $21,3342024Revenue 2025: $99,102Expenses 2025: $166,571Net Income 2025: -$67,4692025

Highlighted filing

2018

Revenue$72,767
Expenses$52,391
Net Income$20,376
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Nov 30, 2018
Return Version
2017v2.3
Gross Receipts
$108,772
Mission and Program Overview

Mission

To perpetuate the memory and spirit of the men and women who achieved and maintained the independence of texas. To encourage historical research into the earliest records of texas. To promote and celebrate texas' honor days. To secure and memorialize historic spots by erecting markers thereon and to cherish and preserve the unity of texas.

Program Services

DescriptionGrantsExpenses
MELBA BIARD FUND: PURPOSE IS TO PRESERVE, PROTECT, CONSERVE AND PROMOTE TEXAS HISTORY. THIS FUND ALSO PAYS FOR SCHOLARSHIPS.$0$9,958
SPECIAL PROJECTS-THE ALAMO, SAN ANTONIO, TX. THE CHAPTER'S GOAL IS TO PRESERVE THE ALAMO AND GROUNDS.$0$8,435
SPECIAL EVENTS SEIGE OF BEXAR & PILGRIMAGE HONORING THE SEIGE OF BEXAR BATTLE-INDEPENDENCE FROM MEXICO. THE PILGRIMAGE IS HELD IN APRIL RELATING TO THE SEIGE OF BEXAR FOR 13 DAYS PRIOR TO TEXAS INDEPENDENCE DAY.$0$8,090
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY WIESERPresidentPT$0--
CARLA MILLER1st Vice-President-$0--
MARTHA FLEITAS2nd Vice-President-$0--
MARY JANE BLANCO3rd Vice-President-$0--
DI ANNA ARIAS4th Vice-President-$0--
ELAINE VETTER5th Vice President-$0--
KAY DAY6th Vice-President-$0--
MARIA CLARKERecording Secretary-$0--
GENIE BASSICorresponding Secretary-$0--
RONNIE RETZLOFFChaplain-$0--
JEANIE TRAVISTreasurerPT$0--
MONICA ASHLEYRegistrar-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Garden Party$9,542$9,542$8,507$1,035
Cemetery Tour$7,660$7,660$2,220$5,440
Total Events$23,650$23,650$26,482$-2,832
Filing and Contact Details

Filer

Filer Name
Alamo Mission Chapter of
EIN
35-2419064
Phone
2103850182
Address
PO BOX 91136, SAN ANTONIO, TX 78209

Signing Officer

Name
Jeanie Travis
Title
Treasurer
Phone
2103850182
Signed
2018-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Exencial Wealth Advisors
Address
7373 BROADWAY SUITE 400, SAN ANTONIO, TX 78209
Preparer
Ada M Cartright
Phone
2107383888
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income - savings. Amount: 4.

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 27,348. Returns and allowances: 0. Less cost of goods sold: 9,523. Gross profit: 17,825. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 9,523. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 9,523.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income. Amount: 4,031.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: dues to drt of texas, inc.. Amount: 29,699. Description: administrative costs. Amount: 5,288. Description: fees. Amount: 1,441. Description: sales tax. Amount: 967. Total to form 990-ez, line 16: 37,395.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment. Amount: -256.

Raw XML Appendix242 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY WIESER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARIA CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GENIE BASSI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JEANIE TRAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MONICA ASHLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt44TH VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt55TH VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt66TH VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11REGISTRAR
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IRS990EZ/OtherExpensesTotalAmt037395
IRS990EZ/OtherRevenueTotalAmt04031
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AND MAINTAINED THE INDEPENDENCE OF TEXAS. TO ENCOURAGE HISTORICAL RESEARCH INTO THE EARLIEST RECORDS OF TEXAS. TO PROMOTE AND CELEBRATE TEXAS' HONOR DAYS. TO SECURE AND MEMORIALIZE HISTORIC SPOTS BY ERECTING MARKERS THEREON AND TO CHERISH AND PRESERVE THE UNITY OF TEXAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPECIAL EVENTS SEIGE OF BEXAR & PILGRIMAGE HONORING THE SEIGE OF BEXAR BATTLE-INDEPENDENCE FROM MEXICO. THE PILGRIMAGE IS HELD IN APRIL RELATING TO THE SEIGE OF BEXAR FOR 13 DAYS PRIOR TO TEXAS INDEPENDENCE DAY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MELBA BIARD FUND: PURPOSE IS TO PRESERVE, PROTECT, CONSERVE AND PROMOTE TEXAS HISTORY. THIS FUND ALSO PAYS FOR SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPECIAL PROJECTS-THE ALAMO, SAN ANTONIO, TX. THE CHAPTER'S GOAL IS TO PRESERVE THE ALAMO AND GROUNDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19958
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28435
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME - SAVINGS. AMOUNT: 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 27,348. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 9,523. GROSS PROFIT: 17,825. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 9,523. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 9,523.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 4,031.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUES TO DRT OF TEXAS, INC.. AMOUNT: 29,699. DESCRIPTION: ADMINISTRATIVE COSTS. AMOUNT: 5,288. DESCRIPTION: FEES. AMOUNT: 1,441. DESCRIPTION: SALES TAX. AMOUNT: 967. TOTAL TO FORM 990-EZ, LINE 16: 37,395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -256.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANIE TRAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02103850182
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAMO MISSION CHAPTER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DAUGHTERS OF THE REPUBLIC OF TEXAS
ReturnHeader/Filer/BusinessNameControlTxt0ALAM
ReturnHeader/Filer/EIN0352419064
ReturnHeader/Filer/PhoneNum02103850182
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 91136
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FF8CE88E45B6E6726A7921B23BF62AB46010CDBE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FF8CE88E45B6E6726A7921B23BF62AB46010CDBE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.55.242.200
ReturnHeader/FilingSecurityInformation/IPDt02018-11-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:46:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800965907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EXENCIAL WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07373 BROADWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078209
ReturnHeader/PreparerPersonGrp/PhoneNum02107383888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADA M CARTRIGHT
ReturnHeader/ReturnTs02018-11-30T14:49:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.25$0.05$1.20$0.99$1.67$0.67
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$1.80$1.04$0.83$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.61$1.61$0.64$0.64$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.29$0.64$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$1.65$0.38$0.36$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.04$1.34$0.20$0.39$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$1.54$0.55$0.37$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.73$0.52$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.32$0.33$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.41$1.53$2.88$0.51$0.58$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.30$1.35$2.95$0.45$0.38$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.94$1.06$2.87$0.35$0.60$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.00$3.12$0.66$0.59$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits