Civic Intelligence

Caa Cemetery Fund Inc.

990 • Fiscal year 2020 • EIN 74-3194100

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 16, 2021

Organization ProfileN/A
16550 Huebner RdSan Antonio, TX 78248

(210) 479-0308

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,679,433

Flat from 2020

Net Assets

Flat

$1,679,433

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Flat

$72,760

Flat from 2020

Expenses

Flat

$77,609

Flat from 2020

Net Income

Flat

-$4,849

Flat from 2020

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 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

2020

Assets$1,679,433
Liabilities$0
Net Assets$1,679,433
Open 2020 Filing

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 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

2020

Revenue$72,760
Expenses$77,609
Net Income-$4,849
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 16, 2021
Return Version
2020v4.0
Gross Receipts
$294,553
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$1,464,963$1,634,914▲ $169,951
Investments Other Securities$30,000$30,000→ $0
Accounts Receivable$17,598$13,669▼ $3,929
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
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$1,513,380$1,679,433▲ $166,053
Other Assets Total$819$850▲ $31
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,512,561$1,678,583▲ $166,022
Net Assets With Donor Restrictions$819$850▲ $31
Total Net Assets Fund Balance$1,513,380$1,679,433▲ $166,053
Total Liabilities and Net Assets / Fund Balance$1,513,380$1,679,433▲ $166,053
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael A KelnePresident
Robert JalnosVice President
Barbie Scharf-ZeldesTrustee
Richard ThornerTrustee
Rivka AradSecretary
Marc RossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,060
Program Service Revenue
$0
Investment Income
$46,860
Other Revenue
$14,840
All Other Contributions
$11,060
Change in Net Assets
$-4,849
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,609
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$68,000--$68,000
Fees for Service Investment Mgmnt Fees-$6,584-$6,584
Fees for Services Accounting-$3,025-$3,025
Total Functional Expenses$68,000$9,609$0$77,609
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 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, 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
Marc Ross
Title
Treasurer
Signed
2021-11-16
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 & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
Darenda Klentzman CPA
Phone
8019724800
Supplemental Narrative

Additional Explanations

Amended Explanation

“Amended Return is filed to correct listing of officers.”

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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/ExplanationTxt5Amended Return is filed to correct listing of officers.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Amended Explanation
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt116550 Huebner Rd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0San Antonio
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1San Antonio
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027770
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt072760
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01679433
IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt016550 Huebner Rd
IRS990/USAddress/CityNm0San Antonio
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078248
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Marc Ross
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,679,433
Liabilities
$0
Net assets
$1,679,433
Revenue
$72,760
Expenses
$77,609
Net income
-$4,849
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
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