ORDER OF THE ALAMO (EIN 237123832) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1914

Legal Domicile

Principal Officer

CHARLES JEFFERS III

Phone

2108229092

Tax Period

2024-07-01 to 2025-06-30

ORDER OF THE ALAMO, founded in 1914, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.2M left a modest 6% surplus.

Mission

EDUCATION-CORONATION OF THE QUEEN OF FIESTA-THIS ACTIVITY IS CIVIC IN NATURE AND ITS PURPOSE IS TO REMIND AND EDUCATE TEXANS OF THE BATTLE FOR INDEPENDENCE IN CELEBRATING SAN JACINTO DAY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $712,231

Program Service Revenue $584,144

Investment Income $3,020

Other Revenue $0

TOTAL REVENUE $1,299,395

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,008,243

Other Expenses $1,215,906

TOTAL EXPENSES $1,215,906

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,299,395	$1,306,286	0.0%
Expenses	$1,215,906	$1,279,026	0.0%
Net Income	$83,489	$27,260	+2.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

100

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES L JEFFERS III	PRESIDENT	6.00	Officer	$0	$0	$0
MATTHEW T KOEHLER	1ST VP CORONATION CHAIR	6.00	Officer	$0	$0	$0
ROBERT R BLOUNT	2ND VP IN-TOWN CHAIR	6.00	Officer	$0	$0	$0
MATTHEW M WHITE	TREASURER	6.00	Officer	$0	$0	$0
WALTER B SIMPSON	3RD VP VISITING CT	6.00	Director	$0	$0	$0
BRANDT P BAKKE	QUEENS BALL CHAIR	6.00	Director	$0	$0	$0
ANSON B HOWARD	SECRETARY	6.00	Director	$0	$0	$0
MICHAEL KIOLBASSA JR	GARDEN PARTY CHAIR	6.00	Director	$0	$0	$0
WILLIAM C THOMPSON	CORONATION RECEPTION	6.00	Director	$0	$0	$0
GEORGE C ROBERTS	YEARBOOK CHAIRMAN	6.00	Director	$0	$0	$0
SCOTT HOLLINGSHEAD	FIESTA CHAIRMAN	6.00	Director	$0	$0	$0
ERIC S REBLIN	IMMEDIATE PAST PRES	6.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,299,395	$1,215,906	$345,307	$83,489
2024	$1,306,286	$1,279,026	$261,818	$27,260
2023	$1,052,826	$1,228,880	$234,558	$-176,054
2022	$959,299	$1,219,871	$410,612	$-260,572
2021	$650,228	$518,770	$671,184	$131,458
2020	$652,870	$392,690	$539,726	$260,180
2019	$1,027,168	$932,391	$279,546	$94,777
2018	$836,111	$767,000	$184,769	$69,111

ORDER OF THE ALAMO