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Alamo Heights School Foundation

#webackteachers

aka AHSF   |   San Antonio, TX   |  www.ahschoolfoundation.org
GuideStar Charity Check

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 info

1971

Executive Director

Mrs. Heather McFarland

Main address

7101 Broadway

San Antonio, TX 78209 USA

Show more contact info

EIN

23-7282478

Subject area info

Education

Population served info

Children and youth

Families

NTEE code info

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

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

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.

Population(s) Served
Children and youth

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.

Population(s) Served

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.

Population(s) Served

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.

Population(s) Served

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.

Population(s) Served
Children and youth
Children and youth

Where we work

Our results

SOURCE: Self-reported by organization

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

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

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.

Key Strategies of AHSF
1) Strive to provide AHISD with $1.5 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

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.

Alamo Heights School Foundation has generated $1.5 million to support teachers' salaries and innovative programs in the Alamo Heights Independent School District. The Foundation just completed an endowment campaign with $5,350,000 in commitments.

Financials

Alamo Heights School Foundation
Fiscal year: Jul 01 - Jun 30
Financial documents
2023 AH School Foundation Audit 2021 FY 2021 2020 FY 2020 Audit 2019 FY 2019 Audit
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990

43.74

Average of 62.18 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990

6.8

Average of 3.4 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990

16%

Average of 11% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Alamo Heights School Foundation

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Alamo Heights School Foundation

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

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 ending: cloud_download Download Data

Alamo Heights School Foundation

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

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 2019 2020 2021 2022 2023
Unrestricted surplus (deficit) before depreciation $4,283 -$248,768 $2,104,669 -$1,904,009 -$112,951
As % of expenses 0.3% -17.9% 142.3% -114.9% -5.5%
Unrestricted surplus (deficit) after depreciation $4,283 -$248,768 $2,104,669 -$1,904,009 -$112,951
As % of expenses 0.3% -17.9% 142.3% -114.9% -5.5%
Revenue composition info
Total revenue (unrestricted & restricted) $1,438,803 $1,193,397 $1,715,870 $3,024,442 $4,929,055
Total revenue, % change over prior year -4.9% -17.1% 43.8% 76.3% 63.0%
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 17.2% 22.1% 15.4% 11.8% 4.7%
Government grants 0.0% 0.0% 2.3% 0.0% 0.0%
All other grants and contributions 71.6% 85.9% 62.0% 78.8% 87.6%
Other revenue 11.2% -7.9% 20.3% 9.4% 7.7%
Expense composition info
Total expenses before depreciation $1,326,221 $1,386,911 $1,478,901 $1,657,113 $2,041,539
Total expenses, % change over prior year 13.1% 4.6% 6.6% 12.1% 23.2%
Personnel 16.1% 16.1% 15.8% 14.9% 15.9%
Professional fees 5.1% 4.9% 4.6% 4.2% 3.2%
Occupancy 0.2% 0.2% 0.4% 0.5% 0.3%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 71.5% 72.5% 74.1% 72.3% 73.3%
All other expenses 7.1% 6.3% 5.1% 8.2% 7.3%
Full cost components (estimated) info 2019 2020 2021 2022 2023
Total expenses (after depreciation) $1,326,221 $1,386,911 $1,478,901 $1,657,113 $2,041,539
One month of savings $110,518 $115,576 $123,242 $138,093 $170,128
Debt principal payment $0 $0 $39,300 $0 $0
Fixed asset additions $0 $0 $0 $0 $0
Total full costs (estimated) $1,436,739 $1,502,487 $1,641,443 $1,795,206 $2,211,667

Capital structure indicators

Liquidity info 2019 2020 2021 2022 2023
Months of cash 1.5 0.6 0.5 1.9 6.8
Months of cash and investments 70.0 64.8 78.5 59.3 58.4
Months of estimated liquid unrestricted net assets 9.4 6.8 23.5 7.1 5.1
Balance sheet composition info 2019 2020 2021 2022 2023
Cash $161,273 $66,290 $64,646 $264,516 $1,159,880
Investments $7,573,805 $7,417,775 $9,612,165 $7,924,549 $8,779,120
Receivables $23,170 $18,534 $13,534 $654,146 $1,630,987
Gross land, buildings, equipment (LBE) $0 $0 $0 $0 $0
Accumulated depreciation (as a % of LBE) 0.0% 0.0% 0.0% 0.0% 0.0%
Liabilities (as a % of assets) 1.5% 1.7% 1.3% 2.2% 2.0%
Unrestricted net assets $1,035,439 $786,671 $2,891,340 $987,331 $874,380
Temporarily restricted net assets $1,856,239 N/A N/A N/A N/A
Permanently restricted net assets $4,768,747 N/A N/A N/A N/A
Total restricted net assets $6,624,986 $6,623,126 $6,718,427 $7,711,137 $10,505,947
Total net assets $7,660,425 $7,409,797 $9,609,767 $8,698,468 $11,380,327

Key data checks

Key data checks info 2019 2020 2021 2022 2023
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

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 employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Alamo Heights School Foundation

Board of directors
as of 01/19/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Mrs. Anne Ballantyne

President

Term: 2024 - 2023

Jeff Brouillard

Past President

Anne Ballantyne

President

Brooke Meabon

President-Elect

Chris Williams

Treasurer

Dana Bashara

AHISD Superintendent

Kate Dawson

Julie Dorbandt

Raul Rios

Julie Evans

Steve Waters

Bob Worth

Heather McFarland

Executive Director

Scott Archer

Elizabeth Greehey Marceau

Chris Burney

Secretary

Katherine Hollimon

Lynn Ziegler

Angela Mysliwiec

Lynnette Embrey

Bill Kingman

Brian Hamilton

Ex-Officio

Board leadership practices

SOURCE: Self-reported by organization

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

SOURCE: Self-reported; last updated 1/19/2024

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
White/Caucasian/European
Gender identity
Female, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability

Equity strategies

Last updated: 07/19/2022

GuideStar 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

Policies and processes
  • 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.