Civic Intelligence

Caa Cemetery Fund Inc.

990 • Fiscal year 2016 • EIN 74-3194100

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 24, 2017

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

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.17x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

29th percentile

-4.8%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

66th percentile

6.6%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-43%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,521,096

Up $94,832 (+6.6%) from 2015

Net Assets

Up

$1,501,334

Up $85,657 (+6.1%) from 2015

Liabilities

Up

$19,762

Up $9,175 (+87%) from 2015

Revenue

Down

$119,590

Down $89,277 (-43%) from 2015

Expenses

Up

$125,334

Up $5,689 (+4.8%) from 2015

Net Income

Down

-$5,744

Down $94,966 (-106%) from 2015

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 2010: $1,422,459Liabilities 2010: $34,951Net Assets 2010: $1,387,5082010Assets 2011: $1,408,390Liabilities 2011: $68,773Net Assets 2011: $1,339,6172011Assets 2012: $1,476,111Liabilities 2012: $41,499Net Assets 2012: $1,434,6122012Assets 2013: $1,522,099Liabilities 2013: $23,485Net Assets 2013: $1,498,6142013Assets 2014: $1,543,354Liabilities 2014: $8,965Net Assets 2014: $1,534,3892014Assets 2015: $1,426,264Liabilities 2015: $10,587Net Assets 2015: $1,415,6772015Assets 2016: $1,521,096Liabilities 2016: $19,762Net Assets 2016: $1,501,3342016Assets 2017: $1,500,453Liabilities 2017: $0Net Assets 2017: $1,500,4532017Assets 2018: $1,322,020Liabilities 2018: $0Net Assets 2018: $1,322,0202018Assets 2019: $1,513,380Liabilities 2019: $0Net Assets 2019: $1,513,3802019Assets 2020: $1,679,433Liabilities 2020: $0Net Assets 2020: $1,679,4332020Assets 2021: $1,838,913Liabilities 2021: $9,980Net Assets 2021: $1,828,9332021Assets 2022: $1,466,215Liabilities 2022: $0Net Assets 2022: $1,466,2152022Assets 2023: $1,775,459Liabilities 2023: $17,618Net Assets 2023: $1,757,8412023Assets 2024: $1,961,092Liabilities 2024: $20,119Net Assets 2024: $1,940,9732024Assets 2025: $2,255,142Liabilities 2025: $1,813Net Assets 2025: $2,253,3292025

Highlighted filing

2016

Assets$1,521,096
Liabilities$19,762
Net Assets$1,501,334

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $91,286Expenses 2010: $75,297Net Income 2010: $15,9892010Expenses 2011: $83,6922011Expenses 2012: $82,2662012Revenue 2013: $150,006Expenses 2013: $237,913Net Income 2013: -$87,9072013Revenue 2014: $163,760Expenses 2014: $86,143Net Income 2014: $77,6172014Revenue 2015: $208,867Expenses 2015: $119,645Net Income 2015: $89,2222015Revenue 2016: $119,590Expenses 2016: $125,334Net Income 2016: -$5,7442016Revenue 2017: $117,236Expenses 2017: $181,378Net Income 2017: -$64,1422017Revenue 2018: $120,773Expenses 2018: $112,117Net Income 2018: $8,6562018Revenue 2019: $267,688Expenses 2019: $72,253Net Income 2019: $195,4352019Revenue 2020: $72,760Expenses 2020: $77,609Net Income 2020: -$4,8492020Revenue 2021: $129,286Expenses 2021: $115,674Net Income 2021: $13,6122021Revenue 2022: $104,311Expenses 2022: $100,514Net Income 2022: $3,7972022Revenue 2023: $197,355Expenses 2023: $91,150Net Income 2023: $106,2052023Revenue 2024: $160,782Expenses 2024: $85,974Net Income 2024: $74,8082024Revenue 2025: $181,268Expenses 2025: $84,384Net Income 2025: $96,8842025

Highlighted filing

2016

Revenue$119,590
Expenses$125,334
Net Income-$5,744
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 24, 2017
Return Version
2016v3.0
Gross Receipts
$448,148
Mission and Program Overview

Mission

To be organized exclusively for the benefit of, to perform the functions of, or to carry out the purposes of 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 exempt under 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$1,351,072$1,434,960▲ $83,888
Accounts Receivable$33,469$41,548▲ $8,079
Investments Other Securities$30,000$30,000→ $0
Cash and Non-Interest-Bearing Accounts$176$3,231▲ $3,055
Total Assets$1,426,264$1,521,096▲ $94,832
Other Assets Total$11,547$11,357▼ $190
Liabilities
Other Liabilities$1,453$14,329▲ $12,876
Accounts Payable and Accrued Expenses$9,134$5,433▼ $3,701
Total Liabilities$10,587$19,762▲ $9,175
Net Assets / Fund Balance
Unrestricted Net Assets$1,404,130$1,489,978▲ $85,848
Permanently Rstr Net Assets$11,547$11,356▼ $191
Total Net Assets Fund Balance$1,415,677$1,501,334▲ $85,657
Total Liabilities and Net Assets / Fund Balance$1,426,264$1,521,096▲ $94,832
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,182
Program Service Revenue
$0
Investment Income
$70,882
Other Revenue
$47,526
All Other Contributions
$1,182
Change in Net Assets
$-5,744
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$125,334
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
Fees for Service Investment Mgmnt Fees-$13,186-$13,186
Other Expenses$6,101--$6,101
Fees for Services Accounting-$2,825-$2,825
All Other Expenses$1,346--$1,346
Total Functional Expenses$109,323$16,011$0$125,334
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
Due From Affiliates$14,329
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 Cemetery Fund Inc
EIN
74-3194100
Phone
2104790307
Address
16550 HUEBNER ROAD, SAN ANTONIO, TX 78248

Signing Officer

Name
Randy Pulman
Title
Secretary/treasurer
Phone
2104790307
Signed
2017-08-24
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
Sol Schwartz & Associates Pc
Address
7550 IH 10 WEST SUITE 1200, SAN ANTONIO, TX 78229
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.

Raw XML Appendix396 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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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/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SAN ANTONIO
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt00
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt048290
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SAN ANTONIO
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IRS990/USAddress/ZIPCd078248
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY PULMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02104790307
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAA CEMETERY FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0CAAC
ReturnHeader/Filer/EIN0743194100
ReturnHeader/Filer/PhoneNum02104790307
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ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01A9271CF689A61990603D6421DFA820C82CB4DCA
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.162.211.162
ReturnHeader/FilingSecurityInformation/IPDt02017-08-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:14:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742392222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOL SCHWARTZ & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07550 IH 10 WEST SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078229
ReturnHeader/PreparerPersonGrp/PhoneNum02103848000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM RICE
ReturnHeader/ReturnTs02017-11-14T15:06:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.25$0.18$0.08$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.02$1.94$0.16$0.09$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.02$1.76$0.20$0.09$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.10$0.10$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.84$0.01$1.83$0.13$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.07$0.08$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.27$0.07$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.12$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.12$0.18$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.52$0.02$1.50$0.12$0.13$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$0.21$0.12$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.53$0.16$0.09$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.52$0.02$1.50$0.15$0.24$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.04$1.43$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.07$1.34$0.08
2010Summary only. Only limited summary data is available for this year.$1.42$0.03$1.39$0.09$0.08$0.02