Remember the Alamo Foundation (EIN 474470136) - 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

2103703757

Tax Period

2023-09-01 to 2024-08-31

Remember the Alamo Foundation, founded in 2015, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $27.0M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $15.9M, a strong 59% operating margin.

Mission

THE MISSION OF RTAF IS TO PROVIDE SUPPORT EXCLUSIVELY FOR THE ALAMO TRUST, INC., A TEXAS NON-PROFIT CORPORATION, AND ITS PRESERVATION, EDUCATIONAL OUTREACH, AND PUBLIC PROGRAMS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $26,937,641

Program Service Revenue $1,837

Investment Income $919,933

Other Revenue $-860,940

TOTAL REVENUE $26,998,471

Expense Breakdown

Grants Paid $10,125,281

Salaries & Benefits $6,977

Fundraising Expenses $605,972

Program Expenses $10,251,926

Other Expenses $1,001,147

TOTAL EXPENSES $11,139,916

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,998,471	$29,683,314	-0.1%
Expenses	$11,139,916	$10,944,137	+0.0%
Net Income	$15,858,555	$18,739,177	-0.2%

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

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

$625,707

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN GEDDES	FINANCE COMMITTEE CHAIR	1.0	Officer Director	$0	$0	$0
FRANCISCO CIGARROA MD	INTERIM VICE-CHAIR	1.0	Officer Director	$0	$0	$0
HOPE ANDRADE	INTERIM SECRETARY/Treasurer	1.0	Officer Director	$0	$0	$0
PHIL BAKKE	CAPITAL CAMPAIGN COMMITTEE CHAIR	1.0	Officer Director	$0	$0	$0
WELCOME WILSON JR	INTERIM CHAIR	1.0	Officer Director	$0	$0	$0
ABIGAIL KAMPMANN	DIRECTOR	1.0	Director	$0	$0	$0
DERRICK HOWARD	DIRECTOR	1.0	Director	$0	$0	$0
GENERAL DON COOK	DIRECTOR	1.0	Director	$0	$0	$0
JAMES MCALLEN JR	DIRECTOR	1.0	Director	$0	$0	$0
JOHN CRAIN	DIRECTOR	1.0	Director	$0	$0	$0
JP BRYAN	DIRECTOR (THROUGH MARCH 2024)	1.0	Director	$0	$0	$0
MARK M JOHNSON	DIRECTOR	1.0	Director	$0	$0	$0
REBECCA QUINTANILLA CEDILLO	DIRECTOR (THROUGH MARCH 2024)	1.0	Director	$0	$0	$0
Stephen J Tio Kleberg	Director	1.0	Director	$0	$0	$0
SUSAN NAYLOR SELLERS	DIRECTOR	1.0	Director	$0	$0	$0
TED POE	DIRECTOR	1.0	Director	$0	$0	$0
TRACY WOLFF	DIRECTOR	1.0	Director	$0	$0	$0
Kathryn ANN ROGERS	EXECUTIVE DIRECTOR	1.0	Officer	$0	$27,194	$434,127
LISA TAPP	CHIEF FINANCIAL OFFICER	1.0	Officer	$0	$11,656	$191,580

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	$26,998,471	$11,139,916	$47,758,606	$15,858,555
2023	$29,683,314	$10,944,137	$30,432,812	$18,739,177
2022	$6,192,254	$417,724	$6,201,405	$5,774,530
2022	$5,303,616	$978,526	$10,532,173	$4,325,090
2021	$100,866	$144,360	$457,970	$-43,494
2020	$82,019	$69,032	$517,025	$12,987
2019	$388,548	$53,278	$508,705	$335,270
2018	$331,812	$253,353	$136,209	$78,459

Remember the Alamo Foundation