Case Study

The Mission of Alamo Trust

Published on October 1, 2022

Client Profile:

Non-Profit
Number of Employees & Volunteers: 100+
Location: San Antonio, TX
SWBC PEO client since 2021

The mission of Alamo Trust, a local non-profit arts organization, is to preserve the Alamo, the Shrine of Texas Liberty, and bring its own unique story to life—to inspire visitors and honor all those who lived, fought, and died there. Alamo Trust is contracted with the State of Texas to run the day-to-day operations and staff at the Alamo and realize the Alamo Plan, a multi-year redevelopment effort. In addition, Alamo Trust offers daily activities such as entrance to the historic Alamo Church and Long Barrack, school visits, a Living History encampment and demonstrations, educational films, and special exhibits, all free of charge. Alamo Trust has a nine—member Board of Directors, with approximately 100 employees, volunteers, and interns.

Key Successes:

Increased efficiencies due to technology
Competitive rates
Generous employee benefit options

The Challenge

Alamo Trust’s most significant challenges that required the assistance of a PEO were to relieve the pressure and responsibility for payroll and HR that was borne by a very small team. In addition, Alamo Trust needed a solution that would meet their diverse needs by offering a robust, high-level suite of HR services and technology to their large organization with a diverse group of employees—from professional staff to security grounds-keeping.

“When we have questions about benefits, payroll, 401(k), or FMLA [the Family and Medical Leave Act], we have a whole suite of people we can get guidance from. That has been wonderful and they [SWBC PEO] feel like an extension of our team.”

Kate Rogers

Executive Director Alamo Trust

The Solution

SWBC PEO assists Alamo Trust with human resources support, payroll, and employee benefits.

"To match the level of HR services and expertise that SWBC PEO brings is simply unattainable for most non-profit organizations."

—Kate Rogers, Executive Director

The Results

SWBC PEO helped Alamo Trust by providing access to a high level of HR systems and technology for the organization, beginning with a new time and attendance system. This robust system helped streamline a process that had become cumbersome for the organization. This improvement allowed Alamo Trust to upgrade to SWBC PEO’s user-friendly mobile application, which increased efficiency and made a big difference in where their time was allocated. Additionally, by outsourcing their HR and employee benefits needs to SWBC PEO, Alamo Trust has been able to reclaim the time initially spent on HR tasks and redirect that extra time and resources toward focusing on their mission.

When asked if she would recommend SWBC PEO to any of her colleagues, Rogers responded, “she would enthusiastically recommend using a PEO to other organizations” and that partnering with SWBC PEO brought peace of mind to her
and her team.

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