Civic Intelligence

Alamo Mission Foundation

990EZ • Fiscal year 2018 • EIN 81-3679940

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

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

0.91x

Higher debt load relative to revenue than 95% of similar nonprofits.

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

Net Margin

97th percentile

84%

Higher net margin than 97% 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

60th percentile

7.6%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Assets

Up

$386,340

Up $52,876 (+16%) from 2016

Net Assets

Up

$369,942

Up $200,404 (+118%) from 2016

Liabilities

Down

$16,398

Down $147,528 (-90%) from 2016

Revenue

$18,074

No earlier filing loaded for comparison.

Expenses

$2,908

No earlier filing loaded for comparison.

Net Income

$15,166

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2018

Assets$386,340
Liabilities$16,398
Net Assets$369,942

Operations Trend

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

Highlighted filing

2018

Revenue$18,074
Expenses$2,908
Net Income$15,166
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Nov 30, 2018
Return Version
2017v2.3
Gross Receipts
$18,074
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

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--
ELAINE VETTER5th 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
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: investment income - melba baird corpus. Amount: 8,911. Description: investment income - building fund. Amount: 6,905. Description: investment income - library fund. Amount: 1,244. Description: investment income - melba baird checking. Amount: 11 total included on form 990-ez, line 4: 17,071.

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

Description: archives & artifacts. Amount: 640. Description: bank fees. Amount: 24. Total to form 990-ez, line 16: 664.

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

Description: assets transfered from alamo mission chapter drt. Amount: 185,238.

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

Description: permanent building fund. Beg. Of year amount: 163,926. End of year amount: 11,508. Description: archives & artifacts. Beg. Of year amount: 0. End of year amount: 2,390. Description: dacbert music. Beg. Of year amount: 0. End of year amount: 2,500.

Raw XML Appendix211 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt76TH VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CORRESPONDING SECRETARY
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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/DescriptionProgramSrvcAccomTxt0MELBA BIARD FUND: PURPOSE IS TO PRESERVE, PROTECT, CONSERVE AND PROMOTE TEXAS HISTORY. THIS FUND ALSO PAYS FOR SCHOLARSHIPS.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALAMO MISSION CHAPTER DAUGHTERS OF THE REPUBLIC OF TEXAS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME - MELBA BAIRD CORPUS. AMOUNT: 8,911. DESCRIPTION: INVESTMENT INCOME - BUILDING FUND. AMOUNT: 6,905. DESCRIPTION: INVESTMENT INCOME - LIBRARY FUND. AMOUNT: 1,244. DESCRIPTION: INVESTMENT INCOME - MELBA BAIRD CHECKING. AMOUNT: 11 TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 17,071.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ARCHIVES & ARTIFACTS. AMOUNT: 640. DESCRIPTION: BANK FEES. AMOUNT: 24. TOTAL TO FORM 990-EZ, LINE 16: 664.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ASSETS TRANSFERED FROM ALAMO MISSION CHAPTER DRT. AMOUNT: 185,238.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PERMANENT BUILDING FUND. BEG. OF YEAR AMOUNT: 163,926. END OF YEAR AMOUNT: 11,508. DESCRIPTION: ARCHIVES & ARTIFACTS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,390. DESCRIPTION: DACBERT MUSIC. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JEANIE TRAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02103850182
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAMO MISSION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALAM
ReturnHeader/Filer/EIN0813679940
ReturnHeader/Filer/PhoneNum02103850182
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ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
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ReturnHeader/Filer/USAddress/ZIPCd078209
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.55.242.200
ReturnHeader/FilingSecurityInformation/IPDt02018-11-30
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ReturnHeader/FilingSecurityInformation/IPTm014:47:26
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

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