Civic Intelligence

Alamo Mission Foundation

990EZ • Fiscal year 2016 • EIN 81-3679940

Aug 15, 2016 to May 31, 2016 • Filed on Oct 10, 2017

Organization ProfileN/A
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

89th percentile

0.49x

Higher debt load relative to assets than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets89th percentile

Assets

$333,464

No earlier filing loaded for comparison.

Net Assets

$169,538

No earlier filing loaded for comparison.

Liabilities

$163,926

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2016: $333,464Liabilities 2016: $163,926Net Assets 2016: $169,5382016Assets 2018: $386,340Liabilities 2018: $16,398Net Assets 2018: $369,9422018Assets 2019: $412,500Liabilities 2019: $16,398Net Assets 2019: $396,1022019Assets 2020: $399,846Liabilities 2020: $0Net Assets 2020: $399,8462020Assets 2021: $496,726Liabilities 2021: $02021Assets 2022: $531,101Liabilities 2022: $0Net Assets 2022: $531,1012022Assets 2023: $1,062,356Liabilities 2023: $0Net Assets 2023: $1,062,3562023Assets 2024: $1,181,198Liabilities 2024: $0Net Assets 2024: $1,181,1982024Assets 2025: $1,797,330Liabilities 2025: $0Net Assets 2025: $1,797,3302025

Highlighted filing

2016

Assets$333,464
Liabilities$163,926
Net Assets$169,538
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Revenue 2018: $18,074Expenses 2018: $2,908Net Income 2018: $15,1662018Revenue 2019: $41,435Expenses 2019: $6,085Net Income 2019: $35,3502019Revenue 2020: $24,635Expenses 2020: $8,571Net Income 2020: $16,0642020Revenue 2021: $16,612Expenses 2021: $9,534Net Income 2021: $7,0782021Revenue 2022: $34,804Expenses 2022: $9,941Net Income 2022: $24,8632022Revenue 2023: $32,429Expenses 2023: $11,434Net Income 2023: $20,9952023Revenue 2024: $49,476Expenses 2024: $20,084Net Income 2024: $29,3922024Revenue 2025: $492,113Expenses 2025: $40,264Net Income 2025: $451,8492025

Latest loaded filing

2025

Revenue$492,113
Expenses$40,264
Net Income$451,849
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Aug 15, 2016 to May 31, 2016
Signed
Oct 10, 2017
Return Version
2016v3.0
Gross Receipts
$0
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$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR SHARON SKROBARCEKPresidentPT$0--
MARY WIESERPresident-ElectPT$0--
CARLA MILLER1st Vice President-$0--
MARTHA FLEITAS2nd Vice President-$0--
MARY JANE BLANCO3rd Vice President-$0--
DI-ANNA ARIAS4th Vice President-$0--
SHELLEY BETTIS5th Vice President-$0--
KAY DAY6th Vice President-$0--
MARIA CLARKERecording Secretary-$0--
GENIE BASSICorresponding Secretary-$0--
RONNIE RETZLOFFChaplain-$0--
JEANIE TRAVISTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Alamo Mission Foundation
EIN
81-3679940
Phone
2103850182
Address
PO BOX 91136, SAN ANTONIO, TX 78209

Signing Officer

Name
Jeanie Travis
Title
Treasurer
Phone
2103850182
Signed
2017-10-10
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 20 - Other Changes in Net Assets

“Description: transfers from alamo mission chapter. Amount: 169,538.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: permanent building fund. Beg. Of year amount: 0. End of year amount: 163,926.”

Raw XML Appendix200 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/BooksInCareOfDetail/PhoneNum02107383888
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
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IRS990EZ/GrossReceiptsAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR SHARON SKROBARCEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY WIESER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARLA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARTHA FLEITAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY JANE BLANCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DI-ANNA ARIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHELLEY BETTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KAY DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARIA CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9GENIE BASSI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RONNIE RETZLOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JEANIE TRAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt43RD VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt54TH VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt65TH VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt76TH VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0169538
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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/DescriptionProgramSrvcAccomTxt0MELBA BIARD FUND: PURPOSE IS TO PRESERVE, PROTECT, CONSERVE AND PROMOTE TEXAS HISTORY. THIS FUND ALSO PAYS FOR SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0163926
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SHORT YEAR SINCE THIS IS THE INITIAL RETURN.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PUBLIC SUPPORT SHORT YEAR EXPLANATION:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0352419064
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALAMO MISSION CHAPTER DAUGHTERS OF THE REPUBLIC OF TEXAS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TRANSFERS FROM ALAMO MISSION CHAPTER. AMOUNT: 169,538.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PERMANENT BUILDING FUND. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 163,926.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANIE TRAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02103850182
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAMO MISSION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALAM
ReturnHeader/Filer/EIN0813679940
ReturnHeader/Filer/PhoneNum02103850182
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 91136
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId090ABE792F1D1E24C51FB06E6E1F0E5DC5EEBB84B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId090ABE792F1D1E24C51FB06E6E1F0E5DC5EEBB84B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.179.106.126
ReturnHeader/FilingSecurityInformation/IPDt02017-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:12:54
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/ReturnTs02017-10-10T14:16:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-15
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$333,464
Liabilities
$163,926
Net assets
$169,538
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.00$1.80$0.49$0.04$0.45
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.05$0.02$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.03$0.01$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.03$0.01$0.02
2021Summary only. Only limited summary data is available for this year.$0.50$0.00$0.02$0.01$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.02$0.01$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.40$0.04$0.01$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.02$0.37$0.02$0.00$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.16$0.17