Alamo Heights School Foundation
EIN: 23-7282478
Mission
The mission of the Alamo Heights School Foundation is to enhance academic excellence for every student with a focus on funding teachers and staff.
Ruling year
1971
Executive Director
Mrs. Heather McFarland
Main address
7101 Broadway
San Antonio, TX 78209 USA
EIN
23-7282478
Education
Elementary and secondary education
Population served
Children and youth
Families
NTEE code
Fund Raising and/or Fund Distribution (B12)
IRS subsection
501(c)(3) Public Charity
IRS filing requirement
This organization is required to file an IRS Form 990 or 990-EZ.
Tax forms
Communication
Programs and results
Reports and documents
Download annual reportsWhat we aim to solve
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
Their Future! Endowment Fund Campaign
One of the Alamo Heights School Foundation's responsibilities is to build an endowment to uphold the tradition of excellence within the Alamo Heights Independent School District.
Teacher Fund
The Teacher Fund exists to support the amazing teachers in the Alamo Heights Independent School Ditrict. The fund is supported through one-time gifts and recurring gifts through the Heroes for Heights and Mules Monthly Giving programs.
Reunite at Heights
Reunite at Heights is an annual Alumni and Hall of Fame Celebration. This all-class reunion is held in The Oaks, the new state-of-the-art cafeteria at Alamo Heights High School, where guests are greeted by AHHS spirit groups, the band, and JROTC. Student volunteers dedicate their time to help execute a memorable event for the community. Guests have time to peruse old yearbooks, reminisce with classmates, and browse the Alumni Store stocked with AH apparel. The event culminates with an open house of the high school, where alumni can revisit old classes on their trip down memory lane and hear from current students and teachers about the great things taking place at Heights.
Alamo Heights Hall of Fame
The Alamo Heights School Foundation Hall of Fame will be comprised of former students, faculty, administrators, and volunteers who have made significant achievements in many aspects of their lives. They have made selfless contributions of time, talent and treasure to their neighbors and community. If an AHISD teacher or administrator, they have made a positive and measurable impact on students and campus life far beyond their assigned duties. They are accomplished at the highest levels of their professions. Hall of Fame members have represented and fostered the ideals of giving and dedication to community, family, learning, and philanthropy. Awards may be given posthumously. These traits are the benchmarks by which the selection committee will evaluate each candidate in choosing the Hall of Fame honorees.
Greater Heights Night
Greater Heights Night is the Foundation's annual fundraising gala. We look forward to welcoming our ticketed guests to the Witte on November 2nd, 2022. General reception will begin at 6 pm. Dinner will begin at 7:15 pm followed by a program and live auction. The attire is dressy casual. Sponsorships are currently available, and general tickets, if made available, will go on sale on the foundation's website on Tuesday, September 6th.
Where we work
External reviews
Videos
Our results
How does this organization measure their results? It's a hard question but an important one.
Total dollar amount of grants awarded
This metric is no longer tracked.Totals By Year
Population(s) Served
Children and youth
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Number of endowments
This metric is no longer tracked.Totals By Year
Population(s) Served
Children and youth
Related Program
Their Future! Endowment Fund Campaign
Type of Metric
Outcome - describing the effects on people or issues
Direction of Success
Increasing
Context Notes
The numbers reflected are dollars in endowment, not the number of endowments, as shown in our audited financial statements ending 6/30 of each year listed.
Our Sustainable Development Goals
Learn more about Sustainable Development Goals.
Goals & Strategy
Learn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
It is the goal of the Alamo Heights School Foundation to generate community support for current and long-term strategies that enhance and perpetuate district-wide academic opportunity and excellence for students in the Alamo Heights Independent School District.
What are the organization's key strategies for making this happen?
Key Strategies of AHSF
1) Strive to provide AHISD with $1.3 million
2) Growing our Endowment to ensure sustainability
3) Make AHSF a household name
4) Have a profound impact on the District
6) Maintain a robust administrative and operating framework
What are the organization's capabilities for doing this?
AHISD has been named one of the most efficient/lean districts in the state of Texas. We are innovative in our educational practices and we are not only setting the standard for other districts, we are also helping other districts improve.
What have they accomplished so far and what's next?
Alamo Heights School Foundation has generated $1.2 million to support teachers' salaries and innovative programs in the Alamo Heights Independent School District.
Financials
Financial documents
Download audited financialsRevenue vs. expenses: breakdown
Liquidity in 2021 info
78.11
Months of cash in 2021 info
0.5
Fringe rate in 2021 info
11%
Funding sources info
Assets & liabilities info
Alamo Heights School Foundation
Revenue & expensesFiscal Year: Jul 01 - Jun 30
SOURCE: IRS Form 990
Alamo Heights School Foundation
Balance sheetFiscal Year: Jul 01 - Jun 30
SOURCE: IRS Form 990
The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.
Fiscal Year: Jul 01 - Jun 30
SOURCE: IRS Form 990
This snapshot of Alamo Heights School Foundation’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.
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Business model indicators
| Profitability info | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|
| Unrestricted surplus (deficit) before depreciation | $431,237 | $198,980 | $4,283 | -$248,768 | $2,104,669 |
| As % of expenses | 36.4% | 17.0% | 0.3% | -17.9% | 142.3% |
| Unrestricted surplus (deficit) after depreciation | $422,808 | $198,980 | $4,283 | -$248,768 | $2,104,669 |
| As % of expenses | 35.4% | 17.0% | 0.3% | -17.9% | 142.3% |
| Revenue composition info | |||||
|---|---|---|---|---|---|
| Total revenue (unrestricted & restricted) | $1,606,380 | $1,513,732 | $1,438,803 | $1,193,397 | $1,715,870 |
| Total revenue, % change over prior year | 31.5% | -5.8% | -4.9% | -17.1% | 43.8% |
| Program services revenue | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Membership dues | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Investment income | 10.1% | 16.1% | 17.2% | 22.1% | 15.4% |
| Government grants | 0.0% | 0.0% | 0.0% | 0.0% | 2.3% |
| All other grants and contributions | 59.1% | 63.5% | 71.6% | 85.9% | 62.0% |
| Other revenue | 30.8% | 20.4% | 11.2% | -7.9% | 20.3% |
| Expense composition info | |||||
|---|---|---|---|---|---|
| Total expenses before depreciation | $1,185,921 | $1,173,022 | $1,326,221 | $1,386,911 | $1,478,901 |
| Total expenses, % change over prior year | 0.6% | -1.1% | 13.1% | 4.6% | 6.6% |
| Personnel | 18.0% | 16.8% | 16.1% | 16.1% | 15.8% |
| Professional fees | 4.4% | 5.7% | 5.1% | 4.9% | 4.6% |
| Occupancy | 0.3% | 0.3% | 0.2% | 0.2% | 0.4% |
| Interest | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Pass-through | 71.1% | 71.1% | 71.5% | 72.5% | 74.1% |
| All other expenses | 6.3% | 6.2% | 7.1% | 6.3% | 5.1% |
| Full cost components (estimated) info | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|
| Total expenses (after depreciation) | $1,194,350 | $1,173,022 | $1,326,221 | $1,386,911 | $1,478,901 |
| One month of savings | $98,827 | $97,752 | $110,518 | $115,576 | $123,242 |
| Debt principal payment | $0 | $0 | $0 | $0 | $39,300 |
| Fixed asset additions | $0 | $0 | $0 | $0 | $0 |
| Total full costs (estimated) | $1,293,177 | $1,270,774 | $1,436,739 | $1,502,487 | $1,641,443 |
Capital structure indicators
| Liquidity info | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|
| Months of cash | 2.2 | 2.4 | 1.5 | 0.6 | 0.5 |
| Months of cash and investments | 73.9 | 78.1 | 70.0 | 64.8 | 78.5 |
| Months of estimated liquid unrestricted net assets | 8.4 | 10.5 | 9.4 | 6.8 | 23.5 |
| Balance sheet composition info | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|
| Cash | $217,505 | $230,294 | $161,273 | $66,290 | $64,646 |
| Investments | $7,084,686 | $7,403,433 | $7,573,805 | $7,417,775 | $9,612,165 |
| Receivables | $1,410 | $1,050 | $23,170 | $18,534 | $13,534 |
| Gross land, buildings, equipment (LBE) | $25,325 | $25,325 | $0 | $0 | $0 |
| Accumulated depreciation (as a % of LBE) | 100.0% | 100.0% | 0.0% | 0.0% | 0.0% |
| Liabilities (as a % of assets) | 2.2% | 0.7% | 1.5% | 1.7% | 1.3% |
| Unrestricted net assets | $832,176 | $1,031,156 | $1,035,439 | $786,671 | $2,891,340 |
| Temporarily restricted net assets | $1,632,201 | $1,812,703 | $1,856,239 | N/A | N/A |
| Permanently restricted net assets | $4,689,327 | $4,749,717 | $4,768,747 | N/A | N/A |
| Total restricted net assets | $6,321,528 | $6,562,420 | $6,624,986 | $6,623,126 | $6,718,427 |
| Total net assets | $7,153,704 | $7,593,576 | $7,660,425 | $7,409,797 | $9,609,767 |
Key data checks
| Key data checks info | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|
| Material data errors | No | No | No | No | No |
Operations
The people, governance practices, and partners that make the organization tick.
Documents
Executive Director
Mrs. Heather McFarland
Heather McFarland, Executive Director of the Alamo Heights School Foundation, is a firm believer in public education. She previously served as the Executive Director of the Down Syndrome Association of South Texas. Prior to moving to the San Antonio area, she served as the Executive Director of a public school foundation in the Kansas City area and has over 18 years of fundraising experience. Heather holds a Bachelor’s degree from Creighton University and an MBA from the University of Nebraska - Lincoln. Despite graduating from the University of Nebraska, Heather is an avid Michigan Wolverines fan! Her husband Greg McFarland is a professional engineer and they have three children, Elijah, Makenzie, and Abigale. Abigale is a seventh-grade student at Alamo Heights Junior School.
Number of employees
Source: IRS Form 990
Alamo Heights School Foundation
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
There are no highest paid employees recorded for this organization.
Alamo Heights School Foundation
Board of directorsas of 01/30/2023
Board of directors data
Mr. Jeff Brouillard
President
Term: 2023 - 2022
Jeff Brouillard
President
Anne Ballantyne
President-Elect
Kelly Fellbaum
Becky Gulley
Emily King
James Lehmann
Brooke Meabon
Secretary
Chris Williams
Treasurer
Thad Ziegler
Dana Bashara
AHISD Superintendent
Ryan Anderson
AHISD School Board Liaison
Lauren McLaughlin
Immediate Past President
Kate Dawson
Julie Dorbandt
Raul Rios
Julie Evans
Sloan Thomas
Steve Waters
Bob Worth
Heather McFarland
Executive Director
Scott Archer
Elizabeth Greehey Marceau
Chris Burney
Colton Batchelor
Katherine Hollimon
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
-
Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes -
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes -
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes -
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes -
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? No
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
Gender identity
Sexual orientation
Disability
Equity strategies
Last updated: 07/19/2022GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more
- We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
- We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
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- Financial statements for 2021, 2020, 2019
- Letter of Determination
- Officer and/or Employee data for 2021, 2020, 2019, 2018, 2017
- Contractor and/or Paid Preparer data for 2021, 2020, 2019
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