Caa Cemetery Fund Inc
- Assets
- $1.5m
- Revenue
- $104.3k
- Investments
- $30.0k
- Employees
- 0
- Location
- San Antonio, TX
- Founding
- 07/2007
- Data as of
- 12/2022
- EIN
- 74-3194100
Organization Overview
Caa Cemetery Fund Inc is located in San Antonio, TX. The organization was established in 2007. According to its NTEE Classification (Y11) the organization is classified as: Single Organization Support, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Caa Cemetery Fund Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Caa Cemetery Fund Inc generated $104.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (8.3%) each year. All expenses for the organization totaled $100.5k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (2.2%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDED CEMETERY MAINTENANCE/MANAGEMENT AND INVESTMENT MANAGEMENT SERVICES ON BEHALF OF CONGREGATION AGUDAS ACHIM 501(C)(3) RELIGIOUS NOT FOR PROFIT ORGANIZATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Michael Kelne President | OfficerTrustee | 2 | $0 |
Robert Jalnos Vice President | OfficerTrustee | 2 | $0 |
Marc Ross Treasurer | OfficerTrustee | 2 | $0 |
Rivka Arad Secretary | OfficerTrustee | 2 | $0 |
Richard Thorner Trustee | Trustee | 2 | $0 |
Barbara Scharf-Zeldes Trustee | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $861 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $861 |
| Total Program Service Revenue | $0 |
| Investment income | $33,043 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $36,767 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $104,311 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $9,654 |
| Fees for services: Other | $19,730 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $71,130 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $100,514 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $4,898 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $1,430,462 |
| Investments—other securities | $30,000 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $855 |
| Total assets | $1,466,215 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $1,465,471 |
| Net assets with donor restrictions | $744 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,466,215 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Caa Cemetery Fund Inc San Antonio, TX | $1,466,215 | $104,311 |
Michele And Brad Moore Family Foundation Austin, TX | $55,112 | $107,576 |
Tr Uw Ela Frances Moore Dallas, TX | $979,542 | $34,165 |
Oakhill Cemetery Endowment Fund Flatonia, TX | $2,529,919 | $80,897 |
Hope Cemetary Foundation Of Henrietta Henrietta, TX | $772,000 | $38,345 |
Tuw Clarke Lisbon Cemet Fnd Dallas, TX | $235,109 | $8,433 |
Marshall High School Alumni Association Marshall, OK | $16,069 | $0 |
Friends Of Haven Of Rest Cemetery Little Rock, AR | $179,610 | $0 |