THE ALAMO ENDOWMENT (EIN 364765844) - 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

2012

Legal Domicile

Principal Officer

HECTOR VALLE

Phone

2103703757

Tax Period

2018-07-01 to 2019-06-30

THE ALAMO ENDOWMENT, founded in 2012, is a micro nonprofit that reported $15K in total revenue in fiscal year 2018. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $41K exceeded revenue, resulting in a 169% operating deficit.

Mission

THE RELIGOUS SCIENTIFIC AND EDUCATIONAL PURPOSE OF PROMOTING AND SUPPORTING THE PRESERVATION, EDUCATION REGARDING AND MAINTENANCE AND RESTORATION OF THE ALAMO COMPLEX AND ITS CONTENTS INCLUDING THE PROTECTION OF THE HISTORICAL AND ARCHITECTURAL AND INTEGRITY OF THE EXTERIOR, INTERIOR AND GROUNDS OF THE ALAMO COMPLEX, A STATE SHRINE AND BATTLE SITE LOCATED IN SAN ANTONIO TEXAS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $15,176

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $15,176

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,873

Program Expenses $16,028

Other Expenses $40,803

TOTAL EXPENSES $40,803

Year-over-Year Comparison

	2018	2017	Change
Revenue	$15,176	$139,755	-0.9%
Expenses	$40,803	$146,154	-0.7%
Net Income	$-25,627	$-6,399	+3.0%

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

N/A

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
GEORGE P BUSH	CHAIRMAN & D	1.00	Officer Director	$0	$0	$0
JEFF GORDON	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
HECTOR VALLE	TREASURER	1.00	Officer 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
2019	$15,176	$40,803	No data	$-25,627
2018	$139,755	$146,154	$230,594	$-6,399

THE ALAMO ENDOWMENT