Civic Intelligence

Caa Endowment Fund Inc

990 • Fiscal year 2022 • EIN 74-3194099

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 27, 2023

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

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.39x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

52nd percentile

8.0%

Higher net margin than 52% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

48th percentile

$52,877

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 45.4% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

9th percentile

-18%

Faster asset growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

62nd percentile

15%

Faster revenue growth than 62% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,955,909

Down $421,980 (-18%) from 2021

Net Assets

Down

$1,910,183

Down $467,706 (-20%) from 2021

Liabilities

Up

$45,726

Up $45,726 from 2021

Revenue

Up

$116,532

Up $15,164 (+15%) from 2021

Expenses

Up

$107,251

Up $16,279 (+18%) from 2021

Net Income

Down

$9,281

Down $1,115 (-11%) from 2021

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

2022

Assets$1,955,909
Liabilities$45,726
Net Assets$1,910,183

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

2022

Revenue$116,532
Expenses$107,251
Net Income$9,281
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 27, 2023
Return Version
2022v5.0
Gross Receipts
$321,182
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.

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$2,293,638$1,886,316▼ $407,322
Investments Other Securities$30,000$30,000→ $0
Accounts Receivable$28,165$14,611▼ $13,554
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$2,377,889$1,955,909▼ $421,980
Other Assets Total$26,086$24,981▼ $1,105
Liabilities
Other Liabilities$0$45,726▲ $45,726
Total Liabilities$0$45,726▲ $45,726
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,039,870$2,223,445▲ $183,575
Net Assets Without Donor Restrictions$338,019$-313,262▼ $651,281
Total Net Assets Fund Balance$2,377,889$1,910,183▼ $467,706
Total Liabilities and Net Assets / Fund Balance$2,377,889$1,955,909▼ $421,980

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,377,888---$2,377,888
2021$2,185,145$26,719▲ $256,996$81,937$2,377,888
2020$1,981,046$17,153▲ $274,611$84,640$2,185,145
2019$1,782,975$-339▲ $288,115$87,340$1,981,106
2018$1,991,163$5,536▼ $94,774$115,000$1,782,975
Compensation and Service Providers

Employees

NameTitleOtherTotal
Rivka AradSecretary$52,877$52,877

Board Members and Trustees

NameTitle
Randy PulmanPresident
Barbara LyonsVice President
Kevin EpsteinTrustee
Michael PeckTrustee
Rhonda GurinskyTrustee
Marc RossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,692
Program Service Revenue
$0
Investment Income
$101,840
Other Revenue
$0
All Other Contributions
$14,692
Change in Net Assets
$9,281
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,251
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$91,452--$91,452
Fees for Service Investment Mgmnt Fees-$15,692-$15,692
Other Expenses-$107-$107
Total Functional Expenses$91,452$15,799$0$107,251
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Endowment Disbursement Liability$45,726
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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 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 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
Marc Ross
Title
Treasurer
Phone
2104790307
Signed
2023-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Ross
Formed
2006
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Adkf Pc
Address
9601 MCALLISTER FREEWAY SUITE 800, SAN ANTONIO, TX 78216
Preparer
Paul Wobser
Phone
2108291300
Supplemental Narrative

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 AppendixShowing 400 of 423 raw XML fields

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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02377888
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02377888
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt09035
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02185145
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt026719
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02377888
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0256996
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt081937
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03025
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01981046
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt017153
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02185145
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0274611
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt084640
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02305
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01782975
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0-339
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01981106
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0288115
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt087340
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03950
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01991163
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt05536
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01782975
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-94774
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0115000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt045726
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ENDOWMENT DISBURSEMENT LIABILITY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.63000
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/TermEndowmentBalanceEOYPct00.30000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt045726
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/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
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 CEMTERY 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/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt016550 HUEBNER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt116550 HUEBNER
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/InvolvedAmt091452
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CONGREGATION AGUDAS ACHIM
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02377889
IRS990/TotalAssetsEOYAmt01955909
IRS990/TotalAssetsGrp/BOYAmt02377889
IRS990/TotalAssetsGrp/EOYAmt01955909
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt014692
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015799
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt091452
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107251
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt045726
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt045726
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02377889
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01910183
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt091452
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt044687
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt057153
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0116532
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02377889
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01955909
IRS990/TotReportableCompRltdOrgAmt052877
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt016550 HUEBNER ROAD
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078248
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02104790307
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAA ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0CAAE

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