Civic Intelligence

Caa Endowment Fund Inc

990 • Fiscal year 2014 • EIN 74-3194099

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

Organization ProfileN/A
16550 Huebner RoadSan Antonio, TX 78248

(210) 479-0307

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

62nd percentile

5.9%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

84th percentile

35%

Faster revenue growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,875,251

Up $105,104 (+5.9%) from 2013

Net Assets

Up

$1,875,251

Up $105,104 (+5.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin88th percentile

Revenue

Up

$173,438

Up $44,828 (+35%) from 2013

Expenses

Down

$108,104

Down $446,002 (-80%) from 2013

Net Income

Up

$65,334

Up $490,830 (+115%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2014

Assets$1,875,251
Liabilities$0
Net Assets$1,875,251
Open 2014 Filing

Operations Trend

Revenue Growth84th percentile

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

2014

Revenue$173,438
Expenses$108,104
Net Income$65,334
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$173,438
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.

The 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,720,703$1,722,865▲ $2,162
Pledges and Grants Receivable-$78,040-
Investments Other Securities$20,000$30,000▲ $10,000
Total Assets$1,770,147$1,875,251▲ $105,104
Other Assets Total$29,444$44,346▲ $14,902
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,303,204$1,373,298▲ $70,094
Temporarily Rstr Net Assets$320,115$353,896▲ $33,781
Unrestricted Net Assets$146,828$148,057▲ $1,229
Total Net Assets Fund Balance$1,770,147$1,875,251▲ $105,104
Total Liabilities and Net Assets / Fund Balance$1,770,147$1,875,251▲ $105,104

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,770,147$101,003▲ $95,109$82,728$1,875,251
2013$2,024,909$4,338▲ $279,083$534,933$1,770,147
2012$1,949,843$5,104▲ $153,568$80,605$2,024,909
2011$1,808,092$189,451▲ $34,098$77,298$1,949,843
2010$1,441,502$307,111▲ $137,864$69,236$1,808,092
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Michael a KelnePresident
Robi JalnosVice President
Barbara LyonsDirector
Randy PulmanSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,221
Program Service Revenue
$0
Investment Income
$165,217
Other Revenue
$0
All Other Contributions
$8,221
Change in Net Assets
$65,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$108,104
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$82,728--$82,728
Fees for Service Investment Mgmnt Fees-$17,096-$17,096
Fees for Services Accounting-$3,275-$3,275
Other Expenses-$5-$5
Total Functional Expenses$82,728$25,376$0$108,104
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Boad 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.”

Form 990, Part VI, Section A, Line 7A

“The 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.”

Form 990, Part VI, Section A, Line 8B

“The committees do not have the power to act on behalf of the governing board.”

Form 990, Part VI, Section B, Line 11

“Federal form 990 is prepared by an outside independent public accounting firm. The return is provided to the executive director 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.”

Form 990, Part VI, Section B, Line 12C

“Board 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.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies and procedures, and financial statements are provided upon written request by the requesting party.”

Filing and Contact Details

Filer

Filer Name
Caa Endowment Fund Inc
EIN
74-3194099
Phone
2104790307
Address
16550 HUEBNER ROAD, SAN ANTONIO, TX 78248

Signing Officer

Name
Randy Pulman
Title
Secretary/treasurer
Phone
2104790307
Signed
2015-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randy Pulman
Formed
2006
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Akin Doherty Klein & Feuge Pc
Address
8610 N NEW BRAUNFELS SUITE 101, SAN ANTONIO, TX 78217
Preparer
Joseph a Hernandez
Phone
2108291300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of jmp building endowment fund from caa to caaef per donor request 92,782.”

FORM 990, PART XII, LINE 2C:

“The board maintains oversight of the review and of the selection of the accounting firm. No changes from prior year.”

Financial Statement Notes

PART V, LINE 4:

“To 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.”

Raw XML Appendix390 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0534933
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03001
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01949843
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05104
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02024909
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0153568
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt080605
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01808092
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0189451
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01949843
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034098
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt077298
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt09149
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01441502
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0307111
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01808092
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0137864
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt069236
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.74000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.18000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOAD 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/SupplementalInformationDetail/ExplanationTxt1THE 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/SupplementalInformationDetail/ExplanationTxt2THE COMMITTEES DO NOT HAVE THE POWER TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FEDERAL FORM 990 IS PREPARED BY AN OUTSIDE INDEPENDENT PUBLIC ACCOUNTING FIRM. THE RETURN IS PROVIDED TO THE EXECUTIVE DIRECTOR 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/SupplementalInformationDetail/ExplanationTxt4BOARD 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/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, POLICIES AND PROCEDURES, AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST BY THE REQUESTING PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRANSFER OF JMP BUILDING ENDOWMENT FUND FROM CAA TO CAAEF PER DONOR REQUEST 92,782.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD MAINTAINS OVERSIGHT OF THE REVIEW AND OF THE SELECTION OF THE ACCOUNTING FIRM. NO CHANGES FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CONGREGATION AGUDAS ACHIM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741356588
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELIGIOUS ORGANIZATION, SYNAGOGUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt016550 HUEBNER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078248
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt082728
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt192782
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CONGREGATION AGUDAS ACHIM
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CONGREGATION AGUDAS ACHIM
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0320115
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0353896
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01770147
IRS990/TotalAssetsEOYAmt01875251
IRS990/TotalAssetsGrp/BOYAmt01770147
IRS990/TotalAssetsGrp/EOYAmt01875251
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt08221
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025376
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt082728
IRS990/TotalFunctionalExpensesGrp/TotalAmt0108104
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01770147
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01875251
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt082728
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0165217
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0173438
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01770147
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01875251
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd01
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0146828
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0148057
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt016550 HUEBNER ROAD
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078248
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY PULMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02104790307
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAA ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0CAAE
ReturnHeader/Filer/EIN0743194099
ReturnHeader/Filer/PhoneNum02104790307
ReturnHeader/Filer/USAddress/AddressLine1Txt016550 HUEBNER ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078248
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742606559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AKIN DOHERTY KLEIN & FEUGE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08610 N NEW BRAUNFELS SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078217
ReturnHeader/PreparerPersonGrp/PhoneNum02108291300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A HERNANDEZ
ReturnHeader/ReturnTs02015-11-12T16:33:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,875,251
Liabilities
$0
Net assets
$1,875,251
Revenue
$173,438
Expenses
$108,104
Net income
$65,334
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