Civic Intelligence

Caa Endowment Fund Inc

990 • Fiscal year 2023 • EIN 74-3194099

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

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

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.15x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

82nd percentile

29%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$58,486

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 40.9% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

23%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,206,533

Up $250,624 (+13%) from 2022

Net Assets

Up

$2,185,323

Up $275,140 (+14%) from 2022

Liabilities

Down

$21,210

Down $24,516 (-54%) from 2022

Revenue

Up

$142,892

Up $26,360 (+23%) from 2022

Expenses

Down

$100,887

Down $6,364 (-5.9%) from 2022

Net Income

Up

$42,005

Up $32,724 (+353%) from 2022

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

2023

Assets$2,206,533
Liabilities$21,210
Net Assets$2,185,323

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

2023

Revenue$142,892
Expenses$100,887
Net Income$42,005
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Gross Receipts
$248,083
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$1,886,316$2,087,665▲ $201,349
Accounts Receivable$14,611$65,251▲ $50,640
Investments Other Securities$30,000$30,000→ $0
Cash and Non-Interest-Bearing Accounts$1$0▼ $1
Total Assets$1,955,909$2,206,533▲ $250,624
Other Assets Total$24,981$23,617▼ $1,364
Liabilities
Other Liabilities$45,726$21,210▼ $24,516
Total Liabilities$45,726$21,210▼ $24,516
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,223,445$1,981,061▼ $242,384
Net Assets Without Donor Restrictions$-313,262$204,262▲ $517,524
Total Net Assets Fund Balance$1,910,183$2,185,323▲ $275,140
Total Liabilities and Net Assets / Fund Balance$1,955,909$2,206,533▲ $250,624

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,377,888$69,068▲ $73,823$84,840$2,419,892
2022$2,377,888$14,692▲ $101,839$91,559$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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Randy PulmanPresident
Barbara LyonsTrustee
Dr Mike PeckTrustee
Rhonda GurinskyTrustee
Rikki AradAsst. Secretary
Kevin EpsteinSecretary
Eileen JalnosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$69,068
Program Service Revenue
$0
Investment Income
$73,824
Other Revenue
$0
All Other Contributions
$69,068
Change in Net Assets
$42,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,887
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$84,840--$84,840
Fees for Service Investment Mgmnt Fees-$16,047-$16,047
Total Functional Expenses$84,840$16,047$0$100,887
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$21,210
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
Craig Berkowitch
Title
Treasurer
Phone
2104790307
Signed
2024-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig Berkowitch
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 446 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt014611
IRS990/AccountsReceivableGrp/EOYAmt065251
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AllOtherContributionsAmt069068
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum02104790307
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt016550 HUEBNER ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078248
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt069068
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt073824
IRS990/CYOtherExpensesAmt0100887
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt042005
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0100887
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0142892
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02223445
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01981061
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt084840
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt016047
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016047
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0RANDY PULMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1EILEEN JALNOS
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN EPSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm3DR MIKE PECK
IRS990/Form990PartVIISectionAGrp/PersonNm4BARBARA LYONS
IRS990/Form990PartVIISectionAGrp/PersonNm5RHONDA GURINSKY
IRS990/Form990PartVIISectionAGrp/PersonNm6RIKKI ARAD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt658486
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ASST. SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt017698
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0122889
IRS990/GrossReceiptsAmt0248083
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt056126
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056126
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt030000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt030000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01886316
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02087665
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0105191
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CORPORATION'S PURPOSE ARE LIMITED TO BE ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSE OF THE CONGREGATION AGUDAS ACHIM, AND THE CORPORATION IS EXPRESSLY NOT PERMITTED TO ENGAGE IN ACTIVITIES WHICH ARE NOT IN FURTHERANCE OF THESE PURPOSES. CONGREGATION AGUDAS ACHIM IS AN ORGANIZATION EXCEPT UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01910183
IRS990/NetAssetsOrFundBalancesEOYAmt02185323
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt017698
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt017698
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0233135
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-313262
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0204262
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024981
IRS990/OtherAssetsTotalGrp/EOYAmt023617
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt045726
IRS990/OtherLiabilitiesGrp/EOYAmt021210
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt084840
IRS990/PaymentsToAffiliatesGrp/TotalAmt084840
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CRAIG BERKOWITCH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt014692
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0101840
IRS990/PYOtherExpensesAmt0107251
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt09281
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0107251
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0116532
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt042005
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741356588
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt084840
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CONGREGATION AGUDAS ACHIM
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt084840
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt016047
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02377888
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt069068
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02419892
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt073823
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt084840
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt015692
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02377888
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt014692
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02377888
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0101839
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt091559
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt09035
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02185145
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt026719
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02377888
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0256996
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt081937
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03025
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01981046
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt017153
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02185145
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0274611
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt084640
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02305
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01782975
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0-339
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01981106
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0288115
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt087340
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021210
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ENDOWMENT DISBURSEMENT LIABILITY
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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt021210
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt058486
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RIKKI ARAD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ASST. SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt058486
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
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/InvolvedAmt084840
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/TotalAssetsBOYAmt01955909
IRS990/TotalAssetsEOYAmt02206533
IRS990/TotalAssetsGrp/BOYAmt01955909
IRS990/TotalAssetsGrp/EOYAmt02206533
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt069068
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016047
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt084840
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100887
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt045726
IRS990/TotalLiabilitiesEOYAmt021210
IRS990/TotalLiabilitiesGrp/BOYAmt045726
IRS990/TotalLiabilitiesGrp/EOYAmt021210
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01910183
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02185323
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt084840
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt056126
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017698
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0142892
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01955909
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02206533
IRS990/TotReportableCompRltdOrgAmt058486

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