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Nonprofit · EIN 47-4365749

ALAMO TRUST INC

Tax-exempt · SAN ANTONIO, TX 78205

Financials

$69.6M$54.1M2022$87.5M$82.5M2023$115.3M$128.5M2024
Revenue Expenses · by fiscal year end
Financials of ALAMO TRUST INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$115,314,343$128,544,058-$13,229,715$58,498,585$44,935,499$13,563,086
August 31, 2024990$87,498,587$82,471,736$5,026,851$55,295,913$28,503,112$26,792,801
August 31, 2023990$69,642,872$54,134,598$15,508,274$37,147,360$15,381,410$21,765,950
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$96,889,355
of which government grants
$81,333,120
Program service revenue
$13,767,206
Investment income
$714,245
Royalties
$6,644
Net rental income
$848,138
Net income from sales of inventory
$3,088,755
Other revenue
$3,943,537

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$650,245
Other salaries and wages
$11,675,816
Salaries, compensation and benefits (total)
$13,680,644
Professional fundraising fees
$0
Legal fees
$420,427
Accounting fees
$78,482
Occupancy
$4,579,298
Travel
$646,422
Depreciation
$94,782
Program services (functional)
$124,868,283
Management and general (functional)
$3,541,557
Fundraising (functional)
$134,218

Balance sheet and other

Total assets, start of year
$55,295,913
Total assets, end of year
$58,498,585
Total liabilities, end of year
$44,935,499
Net assets, end of year
$13,563,086
Land, buildings and equipment
$282,011
Net assets without donor restrictions
$11,304,179
Net assets with donor restrictions
$2,258,907
Gross receipts
$115,329,064
Employees
224
Volunteers
150
Year formed
2015
State of legal domicile
TX

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KATHRYN ANN ROGERSEXECUTIVE DIRECTOR
Officer
39$399,907$28,000
LISA TAPPCHIEF FINANCIAL OFFICER
Officer
39$207,257$36,845
TIM WELDONMANAGING DIRECTOR
Key employee
40$190,766$12,751
DANIELA SERNAIN-HOUSE COUNSEL
Highest-paid employee
40$147,037$33,937
SHEILA MAYFIELDCHIEF MARKETING OFFICER
Highest-paid employee
40$142,980$30,583
JILL DEYOUNGCHIEF ADMINISTRATIVE OFFICER
Highest-paid employee
40$149,039$20,904
RHEA ROBERTSMANAGING DIRECTOR
Highest-paid employee
40$145,718$18,827
KATE CAREYVP OF EDUCATION & GUEST EXPERIENCE
Highest-paid employee
40$126,041$24,411
WELCOME W WILSON JRCHAIRMAN
Trustee or director, Officer
1$0$0
HOPE ANDRADEPRESIDENT AND CEO
Trustee or director, Officer
1$0$0
CHARLIE AMATODIRECTOR
Trustee or director
1$0$0
FRANCISCO CIGARRAODIRECTOR
Trustee or director
1$0$0
PETER J HOLTDIRECTOR
Trustee or director
1$0$0
ADRIAN PILOTOGLO ADVISORY DIRECTOR
Officer
1$0$0
990 for the year ended August 31, 2024: 14 people
NameTitleHours / weekCompensationOther / benefits
Kathryn Ann ROGERSEXECUTIVE DIRECTOR
Officer
39$406,933$27,194
Lisa TappChief Financial Officer
Officer
39$179,924$11,656
Tim WeldonManaging Director
Key employee
40$159,065$20,898
DANIELA SERNAIN-HOUSE COUNSEL
Highest-paid employee
40$135,765$30,218
JILL DEYOUNGChief Administrative Officer
Highest-paid employee
40$135,398$28,407
Sheila MayfieldChief Marketing Officer
Highest-paid employee
40$115,891$30,214
Pamela RosserAlamo Conservator
Highest-paid employee
40$122,013$21,381
Kate CareyVP of Education & Guest Experience
Highest-paid employee
40$113,288$18,636
HOPE ANDRADETREASURER
Trustee or director, Officer
1$0$0
WELCOME W WILSON JRCHAIRMAN
Trustee or director, Officer
1$0$0
CHARLIE AMATODIRECTOR
Trustee or director
1$0$0
FRANCISCO CIGARRAODIRECTOR
Trustee or director
1$0$0
PETER J HOLTDIRECTOR
Trustee or director
1$0$0
ADRIAN PILOTOGLO ADVISORY DIRECTOR
Officer
1$0$0
990 for the year ended August 31, 2023: 14 people
NameTitleHours / weekCompensationOther / benefits
Kathryn Ann ROGERSEXECUTIVE DIRECTOR
Officer
39$314,192$21,370
Christina RobertsonChief Operating Officer
Officer
40$148,611$21,178
JILL DEYOUNGCHIEF OF STAFF
Highest-paid employee
40$125,091$26,618
DANIELA SERNAIN-HOUSE COUNSEL
Highest-paid employee
40$127,841$22,436
Pamela RosserAlamo Conservator
Highest-paid employee
40$116,761$16,628
Lisa TappChief Financial Officer
Officer
39$72,748$4,519
HOPE ANDRADETREASURER
Trustee or director, Officer
1$0$0
WELCOME W WILSON JRCHAIRMAN
Trustee or director, Officer
1$0$0
WILL HURDSECRETARY (THROUGH June 2023)
Trustee or director, Officer
1$0$0
CHARLIE AMATODIRECTOR
Trustee or director
1$0$0
FRANCISCO CIGARRAODIRECTOR
Trustee or director
1$0$0
JIM DANNENBAUMDIRECTOR (THROUGH Feb 2023)
Trustee or director
1$0$0
PETER J HOLTDIRECTOR
Trustee or director
1$0$0
ADRIAN PILOTOGLO ADVISORY DIRECTOR
Officer
1$0$0

Address and contacts

Address (IRS master file)
321 ALAMO PLZ STE 200, SAN ANTONIO, TX 78205-2698
In care of
% JOE GARDNER
Principal officer (990 for 2024)
WELCOME W WILSON JR, 321 ALAMO PLAZA 200, SAN ANTONIO, TX 78205
Signed the 990
HOPE ANDRADE, PRESIDENT AND CEO
Phone
(210) 225-1391
Return prepared by
CROWE LLP

Mission

THE ORGANIZATION IS TO BE OPERATED EXCLUSIVELY TO PRESERVE AND RESTORE THE ALAMO COMPLEX AND TO EDUCATE AND INSPIRE VISITORS ON THE HISTORY OF ALL THOSE WHO LIVED, FOUGHT, AND DIED THERE.

990 for the year ended August 31, 2025

Program accomplishments

  • ALAMO TRUST, INC. (ATI) IS A 501(C)(3) NONPROFIT ORGANIZATION THAT OVERSEES THE DAILY OPERATIONS AT THE ALAMO AND THE IMPLEMENTATION OF THE ALAMO PLAN. LOCATED IN THE HEART OF SAN ANTONIO, THE ALAMO STANDS AS THE SHRINE OF TEXAS LIBERTY. MORE THAN 1.2 MILLION VISITORS TRAVEL TO THE SITE EACH YEAR, MAKING IT THE #1 MOST VISITED DESTINATION IN THE STATE OF TEXAS. THE 300-YEAR HISTORY OF THE ALAMO IS WORLD-RENOWNED AND REPRESENTS THE CORE OF TEXAS' IDENTITY TODAY. IN 1960, THE ALAMO WAS DESIGNATED A UNITED STATES NATIONAL HISTORIC LANDMARK, AND IN 2015, IT BECAME PART OF THE LONE STAR STATE'S ONLY UNESCO WORLD HERITAGE SITE. WITNESS LIVING HISTORY, EXPERIENCE AUTHENTIC ARTIFACTS, AND EXPLORE AN ICONIC LANDMARK THAT SHAPED THE COUNTRY. THE ALAMO OFFERS THE FOLLOWING PROGRAMS AND EXPERIENCES:REMEMBER THE ALAMO GUIDED TOUR: LED BY AN ALAMO HISTORY INTERPRETER, THIS WALKING TOUR EXPLORES THE HEROES AND EVENTS, INCLUDING THE BATTLE OF THE ALAMO, THAT HAVE MADE THE STORY OF THE ALAMO CAPTIVATING FOR GENERATIONS. INCLUDES ENTRY INTO THE ICONIC ALAMO CHURCH AND THE ALAMO EXHIBIT AT THE RALSTON FAMILY COLLECTIONS CENTER.A LINE IN THE SAND SELF-GUIDED EXPERIENCE: ENJOY THE COMPLETE A LINE IN THE SAND SELF-GUIDED EXPERIENCE WITH THE VICTORY OR DEATH AUDIO TOUR, NARRATED BY RAY BENSON AND ENTRY INTO THE ALAMO EXHIBIT. THE SELF-GUIDED AUDIO TOUR LEADS YOU THROUGH THE ALAMO CHURCH, GROUNDS, AND INCLUDES 11 STOPS IN THE NEW ALAMO EXHIBIT AT THE RALSTON FAMILY COLLECTIONS CENTER WHERE YOU CAN VIEW THE PHIL COLLINS COLLECTION AND MORE!THE ALAMO EXHIBIT AT THE RALSTON FAMILY COLLECTIONS CENTER: EXPERIENCE THE COLLECTOR'S JOURNEY AT THE ALAMO EXHIBIT IN THE NEW RALSTON FAMILY COLLECTIONS CENTER. VIEW THE PHIL COLLINS COLLECTION, INCLUDING THE BATTLE OF THE ALAMO DIORAMA FEATURING HIS NARRATION, EXPLORE ARTIFACTS FROM THE DONALD AND LOUISE YENA SPANISH COLONIAL COLLECTION, ENGAGE WITH INTERACTIVE EXHIBITS, AND MORE! ALAMO CHURCH FREE ENTRY: EXPERIENCE THE ICONIC ALAMO CHURCH. ESTABLISHED AS A MISSION, IT LATER BECAME A MILITARY STRONGHOLD FOR TEXAS INDEPENDENCE. ENTERING ALAMO CHURCH IS ALWAYS FREE. TO HELP PRESERVE THE HISTORIC SITE, VISITORS WILL NEED TO RESERVE THEIR FREE TICKET TO ENTER THE CHURCH AHEAD OF THEIR VISIT.VICTORY OR DEATH AUDIO TOUR: UPGRADE YOUR FREE EXPERIENCE WITH THE VICTORY OR DEATH AUDIO TOUR, NARRATED BY COUNTRY MUSIC SINGER, SONGWRITER, ACTOR AND NINE-TIME GRAMMY AWARD WINNER, RAY BENSON FROM ASLEEP AT THE WHEEL. THIS 45-MINUTE, RICH AUDIO PRODUCTION WITH A TOTAL OF 37 STOPS TRULY BRINGS THE STORY OF THE ALAMO TO LIFE, FEATURING SOUND EFFECTS, MUSIC AND INTERVIEWS WITH THE ALAMO'S EXPERT CURATORS AND HISTORIANS.SURROUNDED! THE ALAMO AUGMENTED EXPERIENCE: HISTORY LIKE YOU'VE NEVER SEEN IT! TRAVEL THROUGH TIME WITH SURROUNDED! THE ALAMO AUGMENTED EXPERIENCE, AVAILABLE IN THE ALAMO LONG BARRACK. USING A HANDHELD TABLET, ENGAGE WITH THE HISTORY OF THE ALAMO THROUGH SIX EXPERIENTIAL PORTALS.LIVING HISTORY ENCAMPMENT: MAKE YOUR WAY TO THE ALAMO'S LIVING HISTORY ENCAMPMENT, BEHIND THE CHURCH, TO MEET THE ALAMO'S HISTORY GUIDES - KNOWN AS LIVING HISTORIANS. ENJOY HANDS-ON DEMONSTRATIONS ABOUT DAILY LIFE AT THE TIME OF THE TEXAS REVOLUTION. DISCOVER WHAT PEOPLE WORE, HOW THEY LOOKED AFTER THEIR HEALTH, AND WHAT ESSENTIAL SKILLS THEY HAD TO MASTER, SUCH AS FIRE-STARTING, LEATHER WORKING, AND HOW TO TAKE CARE OF THEIR FIREARMS.MUSKET FIRING DEMONSTRATION: TAKE IN THE SIGHTS AND SOUNDS OF A MUSKET FIRING DEMONSTRATION. LEARN ALL ABOUT THE MAIN WEAPON USED AT THE BATTLE OF THE ALAMO, THE FLINTLOCK MUSKET. THIS 15-MINUTE PRESENTATION COVERS THE HISTORY AND USE OF FLINTLOCK FIREARMS, A QUICK TUTORIAL ON HOW TO FIRE, AND LIVE FIRINGS DONE BY THE ALAMO LIVING HISTORY STAFF.ALAMO FILM: ENJOY THE CROSSROADS OF HISTORY, A 17-MINUTE FILM THAT COVERS 300 YEARS OF HISTORY AT THE ALAMO. THIS EDUCATIONAL FILM IS FREE OF CHARGE AND IS SHOWN OUTSIDE OF LONG BARRACK CONTINUOUSLY THROUGHOUT THE DAY FROM 9:00 A.M. TO 5:00 P.M. EVERYDAY.ALAMO PODCAST: EXPLORE ALL THE WAYS WE REMEMBER THE ALAMO WITH THIS NEW AUDIO STORYTELLING JOURNEY, STORIES BIGGER THAN TEXAS, FEATURING IN-DEPTH CONVERSATIONS ABOUT THE ALAMO'S PAST, PRESENT, AND FUTURE.ALAMO PRIVATE TOUR: RESERVE A PRIVATE GUIDED TOUR FOR YOUR GROUP OF 15 TO 60 PEOPLE. AN EXPERIENCED ALAMO HISTORY INTERPRETER WILL WALK YOU THROUGH ALAMO PLAZA, REVEALING THE STORY OF THE 1836 BATTLE OF THE ALAMO AND TAKING YOU TO KEY BATTLEFIELD LOCATIONS THAT ARE TODAY HIDDEN UNDER SAN ANTONIO'S STREETS. INCLUDES ENTRY TO THE ALAMO CHURCH AND THE ALAMO EXHIBIT AT THE RALSTON FAMILY COLLECTIONS CENTER.VIP PRIVATE TOUR: FOR THE PREMIER EXPERIENCE, SCHEDULE AN EXCLUSIVE, PRIVATE VIP TOUR WITH THE ALAMO SENIOR HISTORIAN WHO IS CELEBRATING 25 YEARS OF SERVICE TO THE ALAMO. GO BEHIND THE SCENES TO EXPLORE THE HEROES, EVENTS, AND ARTIFACTS THAT HAVE MADE THE STORY OF THE ALAMO CAPTIVATING FOR GENERATIONS OF TEXANS AND VISITORS.PRIVATE EVENTS: CREATE AN EXPERIENCE BIGGER THAN TEXAS! THE ALAMO HAS VENUES WITH INDOOR/OUTDOOR SPACES TO ACCOMMODATE A RANGE OF GATHERINGS INCLUDING WEDDINGS, REHEARSAL DINNERS, CORPORATE AND SOCIAL EVENTS AS WELL AS MILITARY CEREMONIES.
    Expenses $124,868,283 · revenue $10,236,780

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
47-4365749
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2015
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$58,498,585
Income (IRS master file)
$115,329,064

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$115,314,343$128,544,058$58,498,585XML
990August 2024$87,498,587$82,471,736$55,295,913IRS
990August 2023$69,642,872$54,134,598$37,147,360XML
990August 2022$6,581,825$5,539,067$14,896,503IRS
990June 2022$41,398,235$39,430,491$16,028,517IRS
990June 2021–––IRS
990June 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-4365749).

Questions about ALAMO TRUST INC

What is the EIN of ALAMO TRUST INC?
The employer identification number (EIN) of ALAMO TRUST INC is 47-4365749.
Is ALAMO TRUST INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to ALAMO TRUST INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ALAMO TRUST INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ALAMO TRUST INC due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALAMO TRUST INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of ALAMO TRUST INC?
The 990 for the year ended August 31, 2025 names WELCOME W WILSON JR.
Who are the officers and directors of ALAMO TRUST INC?
The 990 for the year ended August 31, 2025 lists 14 people; 8 received compensation from the organization, the highest $399,907 (KATHRYN ANN ROGERS, EXECUTIVE DIRECTOR).
How much revenue does ALAMO TRUST INC have?
On its 990 for the year ended August 31, 2025 it reported revenue of $115,314,343, expenses of $128,544,058 and total assets of $58,498,585 at year end.

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