Civic Intelligence

Caa Cemetery Fund Inc.

990 • Fiscal year 2018 • EIN 74-3194100

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileN/A
16550 Huebner RdSan Antonio, TX 78248

(210) 479-0308

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

60th percentile

7.2%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

11th percentile

-12%

Faster asset growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

3.0%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,322,020

Down $178,433 (-12%) from 2017

Net Assets

Down

$1,322,020

Down $178,433 (-12%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin60th percentile

Revenue

Up

$120,773

Up $3,537 (+3.0%) from 2017

Expenses

Down

$112,117

Down $69,261 (-38%) from 2017

Net Income

Up

$8,656

Up $72,798 (+113%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2018

Assets$1,322,020
Liabilities$0
Net Assets$1,322,020
Open 2018 Filing

Operations Trend

Revenue Growth48th percentile

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

2018

Revenue$120,773
Expenses$112,117
Net Income$8,656
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$433,096
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.

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$1,376,243$1,201,416▼ $174,827
Savings and Temporary Cash Investments$65,500$60,560▼ $4,940
Investments Other Securities$30,000$30,000→ $0
Accounts Receivable$11,115$20,540▲ $9,425
Cash and Non-Interest-Bearing Accounts$7,701$0▼ $7,701
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,500,453$1,322,020▼ $178,433
Other Assets Total$9,894$9,504▼ $390
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,490,559$1,312,516▼ $178,043
Permanently Rstr Net Assets$9,894$9,504▼ $390
Total Net Assets Fund Balance$1,500,453$1,322,020▼ $178,433
Total Liabilities and Net Assets / Fund Balance$1,500,453$1,322,020▼ $178,433
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
$840
Program Service Revenue
$0
Investment Income
$84,824
Other Revenue
$35,109
All Other Contributions
$840
Change in Net Assets
$8,656
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,117
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$94,496--$94,496
Fees for Service Investment Mgmnt Fees-$13,871-$13,871
Fees for Services Accounting-$3,750-$3,750
Total Functional Expenses$94,496$17,621$0$112,117
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Board members of the organization are also 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, Line 8: Explanation of No Contemporaneously Documentation of Meetings

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

Form 990, Part VI, Line 11B: Form 990 Review Process

“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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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, Line 19: Other Organization Documents Publicly Available

“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
2104790308
Address
16550 Huebner Rd, San Antonio, TX 78248

Signing Officer

Name
Mia Spigel
Title
Treasurer
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Haynie and Company Cpas
Address
1785 West 2300 South, Salt Lake City, UT 84119-2065
Preparer
Darenda Klentzman CPA
Phone
8019724800
Raw XML AppendixShowing 400 of 434 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/AccountantCompileOrReviewInd0true
IRS990/AccountsReceivableGrp/BOYAmt011115
IRS990/AccountsReceivableGrp/EOYAmt020540
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
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/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0840
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Linda Moad
IRS990/BooksInCareOfDetail/PhoneNum02104790307
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt016550 Huebner Rd
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Antonio
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078248
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt07701
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0840
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt084824
IRS990/CYOtherExpensesAmt0112117
IRS990/CYOtherRevenueAmt035109
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt08656
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0112117
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0120773
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0provide cemetery maintenance/management and investment management services on behalf of Congregation Agudas Achim 501(C)(3) religious not-for-profit organization
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt094496
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03750
IRS990/FeesForServicesAccountingGrp/TotalAmt03750
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt013871
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013871
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Michael A Kelne
IRS990/Form990PartVIISectionAGrp/PersonNm1Robert Jalnos
IRS990/Form990PartVIISectionAGrp/PersonNm2Barbara Lyons
IRS990/Form990PartVIISectionAGrp/PersonNm3Randy Pulman
IRS990/Form990PartVIISectionAGrp/PersonNm4Barbie Scharf-Zeldes
IRS990/Form990PartVIISectionAGrp/PersonNm5Mia Spigel
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt049579
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0361902
IRS990/GrossReceiptsAmt0433096
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt035687
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035245
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-442
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt030000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt030000
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01376243
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01201416
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0312323
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01500453
IRS990/NetAssetsOrFundBalancesEOYAmt01322020
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt049579
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt049579
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-187089
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt09894
IRS990/OtherAssetsTotalGrp/EOYAmt09504
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Cemetery Income
IRS990/OtherRevenueMiscGrp/Desc1Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt03529
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt031580
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt031580
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13529
IRS990/OtherRevenueTotalAmt035109
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt094496
IRS990/PaymentsToAffiliatesGrp/TotalAmt094496
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt09894
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt09504
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0647
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt089009
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0181378
IRS990/PYOtherRevenueAmt027580
IRS990/PYRevenuesLessExpensesAmt0-64142
IRS990/PYTotalExpensesAmt0181378
IRS990/PYTotalRevenueAmt0117236
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt08656
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt065500
IRS990/SavingsAndTempCashInvstGrp/EOYAmt060560
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741356588
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt094496
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Congregation Agudas Achim
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt094496
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board members of the organization are also 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 committees do not have the power to act on behalf of the governing board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Federal 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/ExplanationTxt3Board 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/ExplanationTxt4Governing documents, policies and procedures, and financial statements are provided upon written request by the requesting party
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Congregation Agudas Achim
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CAA Endowment Fund Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741356588
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1743194099
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 Rd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt116550 Huebner Rd
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/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt094496
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Congregation Agudas Achim
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01500453
IRS990/TotalAssetsEOYAmt01322020
IRS990/TotalAssetsGrp/BOYAmt01500453
IRS990/TotalAssetsGrp/EOYAmt01322020
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0840
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017621
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt094496
IRS990/TotalFunctionalExpensesGrp/TotalAmt0112117
IRS990/TotalGrossUBIAmt0-442
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01500453
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01322020
IRS990/TotalProgramServiceExpensesAmt094496
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt088795
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031580
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0120773
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-442
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01500453
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01322020
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01490559
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01312516
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,322,020
Liabilities
$0
Net assets
$1,322,020
Revenue
$120,773
Expenses
$112,117
Net income
$8,656
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