Civic Intelligence

Caa Endowment Fund Inc

990 • Fiscal year 2011 • EIN 74-3194099

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 14, 2012

16550 Huebner Road78248
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,949,843

No earlier filing loaded for comparison.

Net Assets

$1,949,843

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$98,942

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,949,843Liabilities 2011: $0Net Assets 2011: $1,949,8432011Assets 2012: $2,027,909Liabilities 2012: $3,000Net Assets 2012: $2,024,9092012Assets 2013: $1,770,147Liabilities 2013: $0Net Assets 2013: $1,770,1472013Assets 2014: $1,875,251Liabilities 2014: $0Net Assets 2014: $1,875,2512014Assets 2015: $1,746,778Liabilities 2015: $0Net Assets 2015: $1,746,7782015Assets 2016: $1,841,326Liabilities 2016: $0Net Assets 2016: $1,841,3262016Assets 2017: $1,991,163Liabilities 2017: $0Net Assets 2017: $1,991,1632017Assets 2018: $1,782,975Liabilities 2018: $0Net Assets 2018: $1,782,9752018Assets 2019: $1,981,046Liabilities 2019: $0Net Assets 2019: $1,981,0462019Assets 2020: $2,185,145Liabilities 2020: $0Net Assets 2020: $2,185,1452020Assets 2021: $2,377,889Liabilities 2021: $0Net Assets 2021: $2,377,8892021Assets 2022: $1,955,909Liabilities 2022: $45,726Net Assets 2022: $1,910,1832022Assets 2023: $2,206,533Liabilities 2023: $21,210Net Assets 2023: $2,185,3232023Assets 2024: $2,282,600Liabilities 2024: $22,962Net Assets 2024: $2,259,6382024

Highlighted filing

2011

Assets$1,949,843
Liabilities$0
Net Assets$1,949,843

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $98,9422011Expenses 2012: $101,7632012Revenue 2013: $128,610Expenses 2013: $554,106Net Income 2013: -$425,4962013Revenue 2014: $173,438Expenses 2014: $108,104Net Income 2014: $65,3342014Revenue 2015: $268,618Expenses 2015: $113,471Net Income 2015: $155,1472015Revenue 2016: $93,927Expenses 2016: $103,412Net Income 2016: -$9,4852016Revenue 2017: $165,401Expenses 2017: $110,718Net Income 2017: $54,6832017Revenue 2018: $136,087Expenses 2018: $138,809Net Income 2018: -$2,7222018Revenue 2019: $273,898Expenses 2019: $98,033Net Income 2019: $175,8652019Revenue 2020: $79,533Expenses 2020: $96,794Net Income 2020: -$17,2612020Revenue 2021: $101,368Expenses 2021: $90,972Net Income 2021: $10,3962021Revenue 2022: $116,532Expenses 2022: $107,251Net Income 2022: $9,2812022Revenue 2023: $142,892Expenses 2023: $100,887Net Income 2023: $42,0052023Revenue 2024: $99,971Expenses 2024: $162,588Net Income 2024: -$62,6172024

Highlighted filing

2011

Revenue-
Expenses$98,942
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 14, 2012
Return Version
2011v1.2
Gross Receipts
$197,848
Mission and Program Overview

Mission

The corporation's purpose is limited to be organized exclusively for the benefit of, to perform the charitable functions of, or to carry out the purposes of Congregation Agudas Achim. The corporation is expressly not permitted to engage in activities which are not in furtherance of these purposes. Congregation Agudas Achim is a religious charitable organization exempt under Section 501(C)(3) of the Internal Revenue Code.

Filing and Contact Details

Filer

EIN
74-3194099
Raw XML Appendix398 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDescription0THE CORPORATION'S MISSION IS TO BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND TO PERFORM THE CHARITABLE FUNCTIONS/PURPOSES OF CONGREGATION AGUDAS ACHIM WHICH IS A RELIGIOUS, CHARITABLE ORGANIZATION EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
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IRS990/Description0PROVIDED INVESTMENT MANAGEMENT SERVICES OF ASSETS RECEIVED FROM CONGREGATION AGUDA ACHIM 501(C)(3) RELIGIOUS NOT FOR PROFIT ORGANIZATION. SURPLUS EARNINGS FROM THE INVESTMENT ASSETS, TO THE EXTENT THAT THEY EXCEED PERMANENTLY RESTRICTED NET ASSETS, WILL BE MADE AVAILABLE TO CONGREGATION AGUDAS ACHIM IN THE FURTHERANCE OF ITS CHARITABLE, EDUCATIONAL AND RELIGIOUS MISSION. PROVIDED PROGRAMATIC SUPPORT THROUGH THE EXPENDITURE OF ENDOWMENT FUNDS FOR PROGRAM EXPENSES INCURRED BY CONGREGATION AGUDAS ACHIM.
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IRS990ScheduleA/GeneralExplanation0SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART 1, LINE 11H VII: THE ORGANIZATION PROVIDED INVESTMENT MANAGEMENT SERVICES AND PROGRAM OPERATIONAL SUPPORT TO CONGRAGATION AGUDAS ACHIM.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0TO GENERATE INCOME TO BE USED BY THE ORGANIZATION OR DISTRIBUTED TO CONGREGATION AGUDAS ACHIM (A NOT FOR PROFIT 501(C)(3) RELIGIOUS ENTITY WHICH IS SUPPORTED BY THE ORGANIZATION) IN FURTHERANCE OF IT'S RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE.
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IRS990ScheduleO/GeneralExplanation/Explanation0BOAD MEMBERS OF THE ORGANIZATION ALSO ARE BOARD MEMBERS OF CONGREGATION AGUDAS ACHIM'S BOARD OF TRUSTEES. CONGREGATION AGUDAS ACHIM IS A NOT FOR PROFIT TAX EXEMPT 501(C)(3) RELIGIOUS ENTITY WHICH IS SUPPORTED BY THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1THE BOARD OF TRUSTEES OF CONGREGATION AGUDAS ACHIM (A NOT FOR PROFIT TAX EXEMPT 501(C)(3) RELIGIOUS ENTITY WHICH IS SUPPORTED BY THE ORGANIZATION) APPOINTS ALL BOARD MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation2THE COMMITTEES DO NOT HAVE THE POWER TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/GeneralExplanation/Explanation3FEDERAL FORM 990 IS PREPARED BY AN OUTSIDE INDEPENDENT PUBLIC ACCOUNTING FIRM. THE RETURN IS PROVIDED TO THE CONTROLLER OF CONGREGATION AGUDAS ACHIM, THE SUPPORTED ORGANIZATION FOR REVIEW. FOLLOWING THIS REVIEW THE 990 IS PROVIDED TO THE ORGANIZATION'S TREASURER FOR REVIEW AND SIGNING.
IRS990ScheduleO/GeneralExplanation/Explanation4BOARD MEMBERS AND SENIOR MANAGEMENT ARE REQUIRED TO SIGN, ANNUALLY, AN AFFIRMATION THAT: HE OR SHE HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY CONTAINED IN THE ORGANIZATION'S BY-LAWS; READ AND UNDERSTANDS SUCH POLICY; THEY AGREE TO COMPLY WITH SUCH POLICY. AS PART OF THE POLICY ALL CONFLICTS OF INTEREST MUST BE DISCLOSED IN WRITING TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Explanation5GOVERNING DOCUMENTS, POLICIES AND PROCEDURES, AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST BY THE REQUESTING PARTY.
IRS990ScheduleO/GeneralExplanation/Explanation6NET UNREALIZED LOSSES ON INVESTMENTS: -31,155. TRANSFER FROM CONGREGATION AGUDAS ACHIM 74-1356588 74,000. TOTAL TO FORM 990, PART XI, LINE 5: 42,845.
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IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense077294
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0197848
IRS990/TotalRevenue/ExclusionAmount082401
IRS990/TotalRevenuePriorYear0358330
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0197848
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY025020
IRS990/UnrestrictedNetAssets/EOY091447
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation02006
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0743194099
ReturnHeader/Filer/Name/BusinessNameLine10CAA ENDOWMENT FUND INC
ReturnHeader/Filer/NameControl0CAAE
ReturnHeader/Filer/Phone02104790307
ReturnHeader/Filer/USAddress/AddressLine1016550 HUEBNER ROAD
ReturnHeader/Filer/USAddress/City0SAN ANTONIO
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078248
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-14
ReturnHeader/Officer/Name0RANDY PULMAN
ReturnHeader/Officer/Phone02104790307
ReturnHeader/Officer/Title0SECRETARY/TREASURER
ReturnHeader/PreparerFirm/EIN0742606559
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10AKIN DOHERTY KLEIN & FEUGE PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine108610 N NEW BRAUNFELS SUITE 101
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN ANTONIO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode078217
ReturnHeader/Preparer/Name0JOSEPH A HERNANDEZ
ReturnHeader/Preparer/Phone02108291300
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T10:07:51-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.02$2.26$0.10$0.16$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.21$0.02$2.19$0.14$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.05$1.91$0.12$0.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.10$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.08$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.27$0.10$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.14$0.14$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.17$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.09$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.27$0.11$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.17$0.11$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.13$0.55$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.02$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$0.10
Peer Organizations

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