ESBD_369211_1722980392941_Attachment B.pdf

ALAMO AREA DEVELOPMENT CORPORATION

FORM 990

TAX YEAR 2022

2700 NE LOOP 410, SUITE 101

SAN ANTONIO, TX 78217

Enclosed are the following income tax returns prepared on behalf of ALAMO AREA DEVELOPMENT CORPORATION for the year ended December 31, 2022.

2022 990 - Return of Organization Exempt from Income Tax 2022 8879-TE - IRS E-file Signature Authorization Form 2022 Schedule A - Public Charity Status and Public Support 2022 Schedule B - Schedule of Contributors 2022 Schedule D - Supplemental Financial Statements 2022 Schedule I - Grants & Other Assist. to Org/Gov/Ind. in the U.S.

2022 Schedule J - Compensation Information 2022 Schedule O - Supplemental Information to Form 990 or 990EZ 2022 Schedule R - Related Organizations and Unrelated Partnerships

The original of each of the above mentioned returns should be dated and signed in accordance with the following instructions included with the copy of the return. This copy is for your use and should be retained for your files.

Upon an audit of the return(s), requests may be made for supporting documentation. Therefore, we recommend that you retain all pertinent records.

An additional copy of the Form 990 has been included, to be made available for public inspection upon request.

Please note that all statements of donors' contributions are not subject to public inspection and have been removed, as appropriate.

Form 990 must be made available for public inspection for a period of three years, beginning with the date the return is filed. The available document must be an exact copy of the return and schedules as filed with the IRS, except that the names and addresses of the contributors may be excluded. Any organization that fails to comply with this provision is subject to a penalty of $20 for each day that inspection is not permitted, up to a maximum of $10,000. Any organization that willfully fails to comply shall be subject to an additional penalty of $5,000. You are also required to provide copies of the return if you receive such a request. Should you receive a request for inspection or for copies of your return, you may want to contact us for further details.

These return(s) were prepared from information provided by you or your representative. The preparation of tax returns does not include the independent verification of information used. Therefore, we recommend you review the return(s) before signing to ensure there are no omissions or misstatements. If you note anything which may require a change to the return(s), please contact us before filing them. We recommend that you retain all pertinent records that support the information reported on your return.

Before preparing your tax return, we provided you with access to a summary of transactions identified by the U.S.

Treasury as reportable transactions. The law provides for a penalty as high as $200,000 per transaction for failure to adequately disclose any of them on your tax return if applicable. Unless you notified us otherwise, your tax return was prepared with the assumption you have not engaged in any reportable transaction. Otherwise, we have prepared your tax return in accordance with the information you provided to us and have attached the appropriate disclosure statement to your tax return. We are not liable for any penalties resulting from your failure to provide us with accurate and timely information about such transactions or to timely file the required disclosure statements. If you have any questions about reportable transactions, please contact us before filing your return.

8200 W. Interstate 10, Suite 900 | San Antonio, TX 78230-3806 | 210.341.9400

We appreciate this opportunity to serve you. Please contact us if you have any questions or if we may be of further assistance.

Sincerely, Roberto Ulloa, CPA

FORVIS, LLP

Enclosures

Instructions for Filing Form 8879-TE

IRS e-file Signature Authorization for Form 990 For the year ended December 31, 2022

The original IRS E-file Signature Authorization form should be signed (use full name) and dated by an authorized officer of the organization.

Return your signed IRS e-file Signature Authorization Form 8879-TE to:

FORVIS, LLP

8200 W. Interstate 10, Suite 900

San Antonio TX 78230-3806

There is no tax due with the filing of this return.

Under current IRS regulations, your return is subject to public inspection. Before filing, you should review all information in this return to determine that the disclosures are appropriate, accurate and complete. Please contact us if you believe any of the disclosures should be modified.

Do NOT separately file Form 990 with the Internal Revenue Service. Doing so will delay the processing of your return. We must receive your signed form before we can electronically transmit your return, which is due on or before November 15, 2023. We would appreciate you returning this form as soon as possible as this will expedite the processing of your return. The Internal Revenue Service will notify us when your return is accepted. Your return is not considered filed until the Internal Revenue Service confirms their acceptance, which may occur after the due date of your return.

8200 W. Interstate 10, Suite 900 | San Antonio, TX 78230-3806 | 210.341.9400

Two Year Comparison Schedule 2022 to 2021

Description 2022 2021 Difference

Revenue

Contributions and grants

Program service revenue

Investment income

Other revenue

Total revenue m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Expenses

Grants and similar amounts paid

Benefits paid to or for members

Salaries, other compensation, employee benefits

Professional fundraising fees

Other expenses

Total expenses m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Net Assets or Fund Balances

Total assets

Total liabilities

Net assets m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

2E9005 1.000

11/14/2023 13:25:327554RS A87D V22-7.7F11/14/2023 13:25:32

663,525. 646,957. 16,568.

NONE NONE NONE

116. 181. -65.

NONE NONE NONE

663,641. 647,138. 16,503.

679,052. 658,621. 20,431.

NONE NONE NONE

NONE NONE NONE

NONE NONE NONE

NONE NONE NONE

658,621.679,052. 20,431.

88,947. 163,408. -74,461.

79,547. 138,597. -59,050.

9,400. 24,811. -15,411.

OMB No. 1545-0047IRS e-file Signature AuthorizationForm 8879-TE

À¾¶¶ for a Tax Exempt Entity

For calendar year 2022, or fiscal year beginning and ending

Do not send to the IRS. Keep for your records.

Department of the Treasury Internal Revenue Service Go to www.irs.gov/Form8879TE for the latest information.

Name of filer

Name and title of officer or person subject to tax

EIN or SSN

Type of Return and Return Information Part I Check the box for the return for which you are using this Form 8879-TE and enter the applicable amount, if any, from the return. Form 8038-

CP and Form 5330 filers may enter dollars and cents. For all other forms, enter whole dollars only. If you check the box on line 1a, 2a, 3a, 4a, 5a, 6a, 7a, 8a, 9a, or 10a below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, 5b, 6b, 7b, 8b, 9b, or 10b, whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than one line in Part I.

1a

2a

3a

4a

5a

6a

7a

8a

9a

10a

Form 990 check here

Form 990-EZ check here

Form 1120-POL check here

Form 990-PF check here

Form 8868 check here

Form 990-T check here

Form 4720 check here

Form 5227 check here

Form 5330 check here

Form 8038-CP check here m m m m m b b b b b b b b b b

Total revenue, if any (Form 990, Part VIII, column (A), line 12)

Total revenue, if any (Form 990-EZ, line 9)

Total tax (Form 1120-POL, line 22)

Tax based on investment income (Form 990-PF, Part V, line 5)

Balance due (Form 8868, line 3c)

Total tax (Form 990-T, Part III, line 4)

Total tax (Form 4720, Part III, line 1)

FMV of assets at end of tax year (Form 5227, Item D)

Tax due (Form 5330, Part II, line 19)

Amount of credit payment requested (Form 8038-CP, Part III, line 22) m m m m 1b

2b

3b

4b

5b

6b

7b

8b

9b

10b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Declaration and Signature Authorization of Officer or Person Subject to Tax Part II

Under penalties of perjury, I declare that I am an officer of the above entity or I am a person subject to tax with respect to (name of entity) , (EIN) and that I have examined a copy of the

2022 electronic return and accompanying schedules and statements, and, to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal

(direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the electronic return and, if applicable, the consent to electronic funds withdrawal.

PIN: check one box only

I authorize to enter my PIN as my signature ERO firm name Enter five numbers, but do not enter all zeros on the tax year 2022 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return's disclosure consent screen.

As an officer or person subject to tax with respect to the entity, I will enter my PIN as my signature on the tax year 2022 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return's disclosure consent screen.

Signature of officer or person subject to tax Date

Certification and Authentication Part III

ERO's EFIN/PIN. Enter your six-digit electronic filing identification number (EFIN) followed by your five-digit self-selected PIN.

Do not enter all zeros

I certify that the above numeric entry is my PIN, which is my signature on the 2022 electronically filed return indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS e-file

Providers for Business Returns.

ERO's signature Date

ERO Must Retain This Form - See Instructions Do Not Submit This Form to the IRS Unless Requested To Do So

For Privacy Act and Paperwork Reduction Act Notice, see back of form. Form 8879-TE (2022)

JSA

2X3008 2.000

11/14/2023 13:25:327554RS A87D V22-7.7F11/14/2023 13:25:32

ALAMO AREA DEVELOPMENT CORPORATION 74-2772667

X 663,641.

CLIFF HERBERG, EXECUTIVE DIRECTOR

01/01/2022 12/31/2022

X FORVIS, LLP 5 8 4 5 5

11/15/2023

7 0 2 3 8 0 4 4 0 1 6

X

OMB No. 1545-0047Return of Organization Exempt From Income Tax Form 990

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) À¾¶¶ Do not enter social security numbers on this form as it may be made public. Open to Public

Department of the Treasury

Internal Revenue Service Go to www.irs.gov/Form990 for instructions and the latest information. Inspection

A For the 2022 calendar year, or tax year beginning and ending

D Employer identification numberC Name of organization Check if applicable:B

Address change Doing business as

E Telephone numberNumber and street (or P.O. box if mail is not delivered to street address) Room/suiteName change

Initial return

Final return/terminated City or town, state or province, country, and ZIP or foreign postal code G Gross receipts $

Amended return

Application pending H(a) Is this a group return for subordinates?

F Name and address of principal officer: Yes No

Are all subordinates included? Yes NoH(b)

If "No," attach a list. See instructions.Tax-exempt status:I 501(c) ( ) (insert no.) 4947(a)(1) or 527501(c)(3)

Website:J H(c) Group exemption number

K Form of organization: Corporation Trust Association Other L Year of formation: M State of legal domicile:

Summary Part I 1 Briefly describe the organization's mission or most significant activities:

Check this box

Number of voting members of the governing body (Part VI, line 1a)

Number of independent voting members of the governing body (Part VI, line 1b)

Total number of individuals employed in calendar year 2022 (Part V, line 2a)

Total number of volunteers (estimate if necessary)

Total unrelated business revenue from Part VIII, column (C), line 12

Net unrelated business taxable income from Form 990-T, Part I, line 11 if the organization discontinued its operations or disposed of more than 25% of its net assets.

7a

7b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m a m m m m m m m m m m m m m m m m m m m m m m m b m m m m m m m m m m m m m m m m m m m m m

A c ti v it ie s

G o v e rn a n c e

Prior Year Current Year

Contributions and grants (Part VIII, line 1h)

Program service revenue (Part VIII, line 2g)

Investment income (Part VIII, column (A), lines 3, 4, and 7d)

Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)

Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12)

Grants and similar amounts paid (Part IX, column (A), lines 1-3)

Benefits paid to or for members (Part IX, column (A), line 4)

Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)

Professional fundraising fees (Part IX, column (A), line 11e)

Total fundraising expenses (Part IX, column (D), line 25)

Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e)

Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)

Revenue less expenses. Subtract line 18 from line 12 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m

R e v e n u e m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m a m m m m m m m m m m m m m m m m m b m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m

E x p e n s e s

Beginning of Current Year End of Year

Total assets (Part X, line 16)

Total liabilities (Part X, line 26)

Net assets or fund balances. Subtract line 21 from line 20 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m mN e t

A s s e ts o r F u n d B a la n c e s

Signature Block Part II Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

Signature of officer Date

Type or print name and title

Print/Type preparer's name Preparer's signature Date PTINCheck if Paid

Preparer

Use Only self-employed

Firm's name

Firm's address

Firm's EIN

Phone no.

May the IRS discuss this return with the preparer shown above? See instructions m m m m m m m m m m m m m m m m m m m m Yes No

For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2022)

JSA

2E1010 2.000

11/14/2023 13:25:327554RS A87D V22-7.7F11/14/2023 13:25:32

ALAMO AREA DEVELOPMENT CORPORATION

(210)832-5087

74-2772667

2700 NE LOOP 410, SUITE 101

X

WWW.AACOG.COM

X 1995 TX

CLIFF HERBERG

2700 NE LOOP 410 SUITE 101, SAN ANTONIO, TX 78217

663,641.

X

SAN ANTONIO, TX 78217

DEVELOPMENT OF A REGIONAL NETWORK WHOSE

MISSION INCLUDES PROVIDING SERVICES AND SUPPORT TO VETERANS.

NONE

NONE

NONE

646,957. 663,525.

NONE NONE

181. 116.

NONE NONE

647,138. 663,641.

658,621. 679,052.

NONE NONE

NONE NONE

NONE NONE

NONE

NONE NONE

658,621. 679,052.

-11,483. -15,411.

163,408. 88,947.

138,597. 79,547.

24,811. 9,400.

ROBERTO ULLOA P01953132

FORVIS, LLP 44-0160260

11/14/2023

210-341-94008200 W. INTERSTATE 10, SUITE 900 SAN ANTONIO, TX 78230-3806

CLIFF HERBERG EXECUTIVE DIRECTOR

11/15/2023

Form 990 (2022) Page 2

Statement of Program Service Accomplishments Part III Check if Schedule O contains a response or note to any line in this Part III m m m m m m m m m m m m m m m m m m m m m m m m

1 Briefly describe the organization's mission:

2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? Yes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m If "Yes," describe these new services on Schedule O.

3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? Yes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m If "Yes," describe these changes on Schedule O.

4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.

4a (Code: ) (Expenses $ including grants of $ ) (Revenue $ )

4b (Code: ) (Expenses $ including grants of $ ) (Revenue $ )

4c (Code: ) (Expenses $ including grants of $ ) (Revenue $ )

4d Other program services (Describe on Schedule O.)

(Expenses $ including grants of $ ) (Revenue $ )

4e Total program service expenses JSA Form 990 (2022)2E1020 1.000

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ALAMO AREA DEVELOPMENT CORPORATION 74-2772667

TO ENHANCE THE LIVES OF ALL RESIDENTS IN THE REGION BY DEVELOPING

EFFECTIVE STRATEGIES TO MEET THE MANY CHALLENGES THAT CONFRONT THE

REGION AND TO COORDINATE REGIONAL STRENGTHS THAT OFFER SOLUTIONS TO

THESE CHALLENGES.

679,052.

X

X

635,642. 635,642.

VETERAN SERVICES TO THE SOUTH TEXAS COUNTIES THAT ARE NOW SERVICED

BY OVER ONE HUNDRED COMMUNITY PARTNERS THAT CAN PROVIDE TO OVER 27

DIFFERENT NEEDS FOR VETERANS. SAN ANTONIO IS THE CENTRALIZED

COORDINATION CENTER FOR CALLS FROM MILITARY SERVICE MEMBERS,

VETERANS, AND THEIR DEPENDENTS ARE ANSWERED. OVER 2,100 VETERANS

SERVED IN 2022.

25,910. 25,910.

THE HUMANA HEALTHY HORIZONS FUNDING AIDED PERSONS WITH

INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR CARETAKERS,

WITH GYM MEMBERSHIPS TO INCREASE THE HEALTH IN THEIR EVERYDAY

LIVES.

17,500. 17,500.

AMERIGROUP FUNDING AIDED WITH THE PURCHASE OF FANS, BACK-TO-SCHOOL

SUPPLIES, AND HEATERS FOR VARIOUS PROGRAMS NOT COVERED BY THE

OLDER AMERICANS ACT (OAA) GRANTS.

Form 990 (2022) Page 3

Checklist of Required Schedules Part IV Yes No

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A 1

11a

11b

11c

11d

11e

11f

12a

12b

14a

14b

20a

20b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Is the organization required to complete Schedule B, Schedule of Contributors? See instructions m m m m m m m m m Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I m m m m m m m m m m m m m m m m m m m m m m m m m m Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II m m m m m m m m m m m m m m m m m m m m m Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III m m m m m m Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If

"Yes," complete Schedule D, Part I m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II m m m m m m m m m Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization, directly or through a related organization, hold assets in donor-restricted endowments or in quasi endowments? If "Yes," complete Schedule D, Part V m m m m m m m m m m m m m m m m m m m m m m m m m m m If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.

a b c d e f a

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization report an amount for investments-other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII m m m m m m m m m m m m m m m m Did the organization report an amount for investments-program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII m m m m m m m m m m m m m m m m Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X m m m m m m Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X m m m m m Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete

Schedule D, Parts XI and XII m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m b a b

Was the organization included in consolidated, independent audited financial statements for the tax year? If

"Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E m m m m m m m m m m Did the organization maintain an office, employees, or agents outside of the United States?m m m m m m m m m m m m Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV m m m m m m m m m m Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If "Yes," complete Schedule F, Parts II and IV m m m m m m m m m m m m m m m m m m m m m Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts III and IV m m m m m m m m m m m m m m m Did the organization report a total of more than $15,000 of expenses for professional fundraising services on

Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions m m m m m m m m m m m m Did the organization report more than $15,000 total of fundraising event gross income and contributions on

Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?

If "Yes," complete Schedule G, Part III m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m a b

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

m m m m m m m m m m m m m m m m m

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II m m m m m m m m m

JSA

Form 990 (2022)2E1021 1.000

11/14/2023 13:25:327554RS A87D V22-7.7F11/14/2023 13:25:32

ALAMO AREA DEVELOPMENT CORPORATION 74-2772667

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X X

X

X

X

X

X

X

X

X

X X

Form 990 (2022) Page 4

Checklist of Required Schedules (continued) Part IV Yes No

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on

Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III 22

24a

24b

24c

24d

25a

25b

28a

28b

28c

35a

35b m m m m m m m m m m m m m m m m m m m m m m m m Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m a b c d

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than

$100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b through 24d and complete Schedule K. If "No," go to line 25a m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? m m m m m m m Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? m m m m m m m a b a b c

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I m m m m m m m m m m m m m Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?

If "Yes," complete Schedule L, Part I m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II m m m m m m m m m m Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If "Yes," complete Schedule L, Part III m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If

"Yes," complete Schedule L, Part IV m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV m m m m m m m m m m m A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If

"Yes," complete Schedule L, Part IV m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M m m m m Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I m m m m m m m m m m m m m m m m m m m m m Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m a b

Did the organization have a controlled entity within the meaning of section 512(b)(13)? m m m m m m m m m m m m m m If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 m m m m m m Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2 m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI m m m m m Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and

19? Note: All Form 990 filers are required to complete Schedule O m m m m m m m m m m m m m m m m m m m m m m m m m m Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V

Part V m m m m m m m m m m m m m m m m m m m m m Yes No

1a b c

Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable 1a

1b m m m m m m m m m Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable m m m m m m m m Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1c JSA Form 990 (2022)2E1030 2.000

11/14/2023 13:25:327554RS A87D V22-7.7F11/14/2023 13:25:32

ALAMO AREA DEVELOPMENT CORPORATION 74-2772667

X

X

X

X

X

X

X

X X

X X

X X

X

X

X X

X

X

X

NONE

Form 990 (2022) Page 5 Yes No

2b

3a

3b

4a

5a

5b

5c

6a

6b

7a

7b

7c

7e

7f

7g

7h

9a

9b

12a

13a

14a

14b

Statements Regarding Other IRS Filings and Tax Compliance (continued) Part V a b a b a b a b c a b a b c d e f g h a b a b a b a b a b c a b

Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax

Statements, filed for the calendar year ending with or within the year covered by this return 2a

7d m m If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Did the organization have unrelated business gross income of $1,000 or more during the year? m m m m m m m m m m m If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation on Schedule O m m m m m m m At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? m m If "Yes," enter the name of the foreign country

See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? m m m m m m m m m Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes" to line 5a or 5b, did the organization file Form 8886-T? m m m m m m m m m m m m m m m m m m m m m m m m m m m m Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? m m m m m m m m m m m If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m If "Yes," did the organization notify the donor of the value of the goods or services provided? m m m m m m m m m m m m Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m If "Yes," indicate the number of Forms 8282 filed during the year m m m m m m m m m m m m m m m m Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? m m m m m If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? m m Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? m m m m m m m m m m m m m m m m m Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders m m m m m m m m m m m m m m m m m m m m m m m m m m

10a

10b

11a

11b

12b

13b

13c m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) m m m m m m m m m m m m m m m m m m m m m m m m m m m Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

If "Yes," enter the amount of tax-exempt interest received or accrued during the year m m m m m Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state? m m m m m m m m m m m m m m m m m m Note: See the instructions for additional information the organization must report on Schedule O.

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans m m m m m m m m m m m m m m m m m m m m Enter the amount of reserves on hand m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization receive any payments for indoor tanning services during the tax year? m m m m m m m m m m m m m m m m m m mIf "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation on Schedule O

Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m If "Yes," see the instructions and file Form 4720, Schedule N.

Is the organization an educational institution subject to the section 4968 excise tax on net investment income?

If "Yes," complete Form 4720, Schedule O.

Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? m m m m m m m m m m m m m m If "Yes," complete Form 6069.

JSA

Form 990 (2022)

2E1040 2.000

11/14/2023 13:25:327554RS A87D V22-7.7F11/14/2023 13:25:32

ALAMO AREA DEVELOPMENT CORPORATION 74-2772667

NONE

X

X

X X

X

X

X

X X

X

Form 990 (2022) Page 6

Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" Part VI response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI m m m m m m m m m m m m m m m m m m m m m m m m Section A. Governing Body and Management

Yes No

1a

1b a b a b a b

Enter the number of voting members of the governing body at the end of the tax year m m m m m If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O.

Enter the number of voting members included on line 1a, above, who are independent m m m m m

7a

7b

8a

8b

10a

10b

11a

12a

12b

12c

15a

15b

16a

16b

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a management company or other person? m m m m Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?

Did the organization become aware during the year of a significant diversion of the organization's assets?

Did the organization have members or stockholders?

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Each committee with authority to act on behalf of the governing body?m m m m m m m m m m m m m m m m m m m m m m m

9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses on Schedule O m m m m m m m m m m m

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes No a b a b a b c a b a b

Did the organization have local chapters, branches, or affiliates? m m m m m m m m m m m m m m m m m m m m m m m m m m If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? m m m Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? m Describe on Schedule O the process, if any, used by the organization to review this Form 990.

Did the organization have a written conflict of interest policy? If "No," go to line 13 m m m m m m m m m m m m m m m m Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the organization have a written whistleblower policy?

Did the organization have a written document retention and destruction policy?

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization's CEO, Executive Director, or top management official

Other officers or key employees of the organization

If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? m m m m m m m m m m m m m m m m m m m m m m m m m

Section C. Disclosure

List the states with which a copy of this Form 990 is required to be filed

Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c) (3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain on Schedule O)

Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records

Form 990 (2022)

JSA

2E1042 1.000

11/14/2023 13:25:327554RS A87D V22-7.7F11/14/2023 13:25:32

ALAMO AREA DEVELOPMENT CORPORATION 74-2772667

X

X

X

X

X

X X X

X

X

X X

X

X

X

X

X

X X X

X

X

JHOAN TORRES 2700 NE LOOP 410 SUITE 101 SAN ANTONIO, TX 78217

2103625205

Form 990 (2022) Page 7 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Part VII

Check if Schedule O contains a response or note to any line in this Part VII m m m m m m m m m m m m m m m m m m m m m m m m m m m m Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.

% List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

% List all of the organization's current key employees, if any. See the instructions for definition of "key employee."

% List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations.

List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(C)

Position

(do not check more than one box, unless person is both an officer and a director/trustee)

(A) (B) (D) (E) (F)

Name and title Average hours per week

(list any hours for related organizations below dotted line)

Reportable compensation from the organization (W-2/

1099-MISC/

1099-NEC)

Reportable compensation from related organizations (W-2/

1099-MISC/

1099-NEC)

Estimated amount of other compensation from the organization and related organizations In d ivid u a l tru s te e o r d ire c to r

In s titu tio n a l tru ste e

O ffic e r

K e y e m p lo y e e

H ig h e st co m p e n sa te d e m p lo ye e

F o rm e r

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

Form 990 (2022)

JSA

2E1041 2.000

11/14/2023 13:25:327554RS A87D V22-7.7F11/14/2023 13:25:32

ALAMO AREA DEVELOPMENT CORPORATION 74-2772667

DIANE RATH

EXECUTIVE DIRECTOR

1.50

X1.50 NONE 254,274. 37,063.

CLIFFORD HERBERG

GENERAL COUNSEL

1.00

X40.00 NONE 192,067. 23,292.

ELDA BEST

CFO

1.00

X40.00 NONE 171,328. 22,185.

JACOB ULCYZNSKI

SENIOR DIRECTOR OF HHS

1.00

X40.00 NONE 143,699. 18,607.

DEEDRA JOHNSON

SENIOR DIRECTOR OF HR

1.00

X40.00 NONE 117,440. 12,690.

JIM WOLVERTON

COMMISSIONER GUADALUPE COUNTY

0.50

X0.50 NONE NONE NONE

ADRIANA ROCHA GARCIA

COUNCILWOMAN, CITY OF SA

0.50

X0.50 NONE NONE NONE

JAMES BLAKEY

COUNCILMAN CITY OF NEW BRAUN.

0.50

X X0.50 NONE NONE NONE

JAMES JIMMY HASSLOCHER

FROTIER ENTERPRISES, INC.

0.50

X0.50 NONE NONE NONE

ROB KELLY

COUNTY JUDGE KERR. COUNTY

0.50

X0.50 NONE NONE NONE

ROBERT L. HURLEY

CHAIRMAN

0.50

X X0.50 NONE NONE NONE

SUZANNE DE LEON

VICE CHAIR

0.50

X X0.50 NONE NONE NONE

Form 990 (2022) Page 8

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) Part VII

(A) (B) (C) (D) (E) (F)

Name and title Average hours per week (list any hours for related organizations below dotted line)

Position

(do not check more than one box, unless person is both an officer and a director/trustee)

Reportable compensation from the organization

(W-2/1099-MISC)

Reportable compensation from related organizations

(W-2/1099-MISC)

Estimated amount of other compensation from the organization and related organizations

In d ivid u a l tru ste e o r d ire cto r

In s titu tio n a l tru ste e

O ffic e r

K e y e m p lo ye e

H ig h e st c o m p e n sa te d e m p lo ye e

F o rm e r m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m I1b Sub-total m m m m m m m m m m m m m Ic Total from continuation sheets to Part VII, Section Am m m m m m m m m m m m m m m m m m m m m m m m m m m m Id Total (add lines 1b and 1c)

2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable…