CAA ENDOWMENT FUND INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

RANDALL PULMAN

Phone

2104790309

Tax Period

2025-01-01 to 2025-12-31

CAA ENDOWMENT FUND INC, founded in 2006, is a small nonprofit that reported $130K in total revenue in fiscal year 2025. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $111K left a modest 15% surplus.

Mission

THE 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.

Program Service Accomplishments

Program 1

Expenses: $95,328

PROVIDED 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...

PROVIDED 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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $3,398

Program Service Revenue $0

Investment Income $126,585

Other Revenue $0

TOTAL REVENUE $129,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,328

Other Expenses $110,944

TOTAL EXPENSES $110,944

Year-over-Year Comparison

	2025	2024	Change
Revenue	$129,983	$99,971	+0.3%
Expenses	$110,944	$162,588	-0.3%
Net Income	$19,039	$-62,617	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDALL PULLMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
CRAIG BERKOWITCH	TREASURER	2.00	Officer Director	$0	$0	$0
KEVIN EPSTEIN	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL PIESMAN	TRUSTEE	2.00	Director	$0	$0	$0
BARBARA LYONS	TRUSTEE	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$129,983	$110,944	$2,528,496	$19,039
2024	No data	No data	No data	No data
2023	$142,892	$100,887	$2,206,533	$42,005
2022	$116,532	$107,251	$1,955,909	$9,281
2021	$101,368	$90,972	$2,377,889	$10,396
2020	$79,533	$96,794	$2,185,145	$-17,261
2020	$79,533	$96,794	$2,185,145	$-17,261
2019	$273,898	$98,033	$1,981,046	$175,865
2018	$136,087	$138,809	$1,782,975	$-2,722