Civic Intelligence

Caa Endowment Fund Inc

990 • Fiscal year 2017 • EIN 74-3194099

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

64th percentile

8.1%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

76%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,991,163

Up $149,837 (+8.1%) from 2016

Net Assets

Up

$1,991,163

Up $149,837 (+8.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin86th percentile

Revenue

Up

$165,401

Up $71,474 (+76%) from 2016

Expenses

Up

$110,718

Up $7,306 (+7.1%) from 2016

Net Income

Up

$54,683

Up $64,168 (+677%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2017

Assets$1,991,163
Liabilities$0
Net Assets$1,991,163
Open 2017 Filing

Operations Trend

Revenue Growth90th 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

2017

Revenue$165,401
Expenses$110,718
Net Income$54,683
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$925,703
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$1,745,088$1,910,001▲ $164,913
Investments Other Securities$30,000$30,000→ $0
Pledges and Grants Receivable$32,191$23,200▼ $8,991
Total Assets$1,841,326$1,991,163▲ $149,837
Other Assets Total$34,047$27,962▼ $6,085
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,373,298$1,373,298→ $0
Temporarily Rstr Net Assets$322,641$461,750▲ $139,109
Unrestricted Net Assets$145,387$156,115▲ $10,728
Total Net Assets Fund Balance$1,841,326$1,991,163▲ $149,837
Total Liabilities and Net Assets / Fund Balance$1,841,326$1,991,163▲ $149,837

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,841,326-▲ $242,442$89,283$1,991,163
2016$1,746,778$-272▲ $181,123$83,405$1,841,326
2015$1,875,251$5,647▼ $37,571$88,000$1,746,778
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
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Michael a KelnePresident
Robert JalnosVice President
Barbara LyonsDirector
Barbie Scharf-zeldesDirector
Randy PulmanSecretary
Mia SpigelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$-483
Program Service Revenue
$0
Investment Income
$165,884
Other Revenue
$0
All Other Contributions
$-483
Change in Net Assets
$54,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,718
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$88,800--$88,800
Fees for Service Investment Mgmnt Fees-$18,598-$18,598
Fees for Services Accounting-$3,300-$3,300
Other Expenses-$20-$20
Total Functional Expenses$88,800$21,918$0$110,718
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

“Board 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 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 11B

“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 conflict of interest policy contained in the organization's by-laws; has read and understands such policy; and that 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
Mia Spigel
Title
Treasurer
Phone
2104790307
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mia Spigel
Formed
2006
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Sol Schwartz & Associates Pc
Address
8000 IH 10 WEST SUITE 1100, SAN ANTONIO, TX 78230
Preparer
Jim Rice
Phone
2103848000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board maintains oversight of the review and of the selection of the accounting firm.”

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 futherance of its religious, educational and charitable purpose.”

Raw XML AppendixShowing 400 of 423 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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IRS990ScheduleA/SupportSumAmt088800
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.08000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03322
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01841326
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01991163
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0242442
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt089283
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02898
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01746778
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0-272
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01841326
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0181123
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt083405
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08549
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01875251
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05647
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01746778
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-37571
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt088000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08280
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01770147
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0101003
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01875251
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt095109
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt082728
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02024909
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt04338
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01770147
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0279083
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0534933
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.69000
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 FUTHERANCE OF ITS RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.23000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD 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 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 CONFLICT OF INTEREST POLICY CONTAINED IN THE ORGANIZATION'S BY-LAWS; HAS READ AND UNDERSTANDS SUCH POLICY; AND THAT 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/ExplanationTxt6THE BOARD MAINTAINS OVERSIGHT OF THE REVIEW AND OF THE SELECTION OF THE ACCOUNTING FIRM.
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 11B
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 XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CONGREGATION AGUDAS ACHIM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CAA CEMETERY FUND INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741356588
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1743194100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELIGIOUS ORGANIZATION, SYNAGOGUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORT OF RELIGIOUS ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt016550 HUEBNER ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt116550 HUEBNER ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SAN ANTONIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078248
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd178248
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt088800
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CONGREGATION AGUDAS ACHIM
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0322641
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0461750
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01841326
IRS990/TotalAssetsEOYAmt01991163
IRS990/TotalAssetsGrp/BOYAmt01841326
IRS990/TotalAssetsGrp/EOYAmt01991163
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0-483
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021918
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt088800
IRS990/TotalFunctionalExpensesGrp/TotalAmt0110718
IRS990/TotalGrossUBIAmt0785
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01841326
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01991163
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt088800
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0165099
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0165401
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0785
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01841326
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01991163
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0145387
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0156115
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt016550 HUEBNER ROAD
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078248
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIA SPIGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02104790307
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAA ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0CAAE
ReturnHeader/Filer/EIN0743194099
ReturnHeader/Filer/PhoneNum02104790307
ReturnHeader/Filer/USAddress/AddressLine1Txt016550 HUEBNER ROAD

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,991,163
Liabilities
$0
Net assets
$1,991,163
Revenue
$165,401
Expenses
$110,718
Net income
$54,683
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