CAA CEMETERY FUND INC (EIN 743194100) - Form 990 Financial Analysis & Trantor Score

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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

MICHAEL KELNE

Phone

2104790309

Tax Period

2025-01-01 to 2025-12-31

CAA CEMETERY FUND INC, founded in 2006, is a small nonprofit in the Mutual Benefit sector that reported $181K in total revenue in fiscal year 2025. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $97K, a strong 53% operating margin.

Mission

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.

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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 $0

Program Service Revenue $0

Investment Income $99,748

Other Revenue $81,520

TOTAL REVENUE $181,268

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,172

Other Expenses $84,384

TOTAL EXPENSES $84,384

Year-over-Year Comparison

	2025	2024	Change
Revenue	$181,268	$160,782	+0.1%
Expenses	$84,384	$85,974	0.0%
Net Income	$96,884	$74,808	+0.3%

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
MICHAEL KELNE	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT JALNOS	SECRETARY	2.00	Officer Director	$0	$0	$0
BARBARA SCHARFF-ZELDES	TRUSTEE	2.00	Director	$0	$0	$0
DR RICHARD THRONER	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	$181,268	$84,384	$2,255,142	$96,884
2024	$160,782	$85,974	$1,961,092	$74,808
2023	$197,355	$91,150	$1,775,459	$106,205
2022	$104,311	$100,514	$1,466,215	$3,797
2021	$129,286	$115,674	$1,838,913	$13,612
2020	$72,760	$77,609	$1,679,433	$-4,849
2020	$72,760	$77,609	$1,679,433	$-4,849
2019	$267,688	$72,253	$1,513,380	$195,435
2018	$120,773	$112,117	$1,322,020	$8,656

CAA CEMETERY FUND INC