Alamo Trust Inc (Formerly Alamo Complex Management) (EIN 474365749) - 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

2015

Legal Domicile

Phone

2102251391

Tax Period

2022-09-01 to 2023-08-31

Alamo Trust Inc (Formerly Alamo Complex Management), founded in 2015, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $69.6M in total revenue in fiscal year 2022. Revenue surged 958% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15.5M, a strong 22% operating margin.

Mission

To preserve the Alamo, the Shrine of Texas Liberty, and bring its own unique story to life - to inspire visitors and honor all those who lived, fought, and died here.

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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 (2022)

Revenue Breakdown

Contributions & Grants $40,035,438

Program Service Revenue $25,525,050

Investment Income $211,898

Other Revenue $3,870,486

TOTAL REVENUE $69,642,872

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,161,901

Fundraising Expenses $416,314

Program Expenses $53,084,415

Other Expenses $44,972,697

TOTAL EXPENSES $54,134,598

Year-over-Year Comparison

	2022	2021	Change
Revenue	$69,642,872	$6,581,825	+9.6%
Expenses	$54,134,598	$5,539,067	+8.8%
Net Income	$15,508,274	$1,042,758	+13.9%

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

194

Volunteers

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

$582,618

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TREASURER	1.0	Officer Director	$0	$0	$0
N/A	CHAIRMAN	1.0	Officer Director	$0	$0	$0
N/A	SECRETARY (THROUGH June 2023)	1.0	Officer Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR (THROUGH Feb 2023)	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	GLO ADVISORY DIRECTOR	1.0	Officer	$0	$0	$0
N/A	Chief Operating Officer	40.0	Officer	$148,611	$21,178	$169,789
N/A	EXECUTIVE DIRECTOR	39.0	Officer	$314,192	$21,370	$335,562
N/A	Chief Financial Officer	39.0	Officer	$72,748	$4,519	$77,267
N/A	IN-HOUSE COUNSEL	40.0	Highest	$127,841	$22,436	$150,277
N/A	CHIEF OF STAFF	40.0	Highest	$125,091	$26,618	$151,709
N/A	Alamo Conservator	40.0	Highest	$116,761	$16,628	$133,389

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
2024	No data	No data	No data	No data
2023	$69,642,872	$54,134,598	$37,147,360	$15,508,274
2022	$41,398,235	$39,430,491	$16,028,517	$1,967,744
2022	$6,581,825	$5,539,067	$14,896,503	$1,042,758
2021	$9,052,846	$7,773,293	$7,473,583	$1,279,553
2020	$9,686,554	$7,817,047	$5,172,901	$1,869,507
2019	$6,231,992	$6,231,992	$1,025,799	No data

Alamo Trust Inc (Formerly Alamo Complex Management)