Civic Intelligence

The Margot Rosenberg Pulitzer Endow Fund of Cong Shaare Tefilla

990 • Fiscal year 2017 • EIN 32-6021387

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 15, 2017

Organization Profile
6131 Churchill WayDallas, TX 75230

(214) 939-5567

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

2nd percentile

-129%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

49th percentile

2.7%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-31%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$886,980

Up $23,605 (+2.7%) from 2016

Net Assets

Up

$886,980

Up $23,605 (+2.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin2nd percentile

Revenue

Down

$19,842

Down $8,910 (-31%) from 2016

Expenses

Down

$45,380

Down $4,176 (-8.4%) from 2016

Net Income

Down

-$25,538

Down $4,734 (-23%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2012: $806,772Liabilities 2012: $0Net Assets 2012: $806,7722012Assets 2013: $834,588Liabilities 2013: $0Net Assets 2013: $834,5882013Assets 2014: $902,947Liabilities 2014: $0Net Assets 2014: $902,9472014Assets 2015: $879,329Liabilities 2015: $0Net Assets 2015: $879,3292015Assets 2016: $863,375Liabilities 2016: $0Net Assets 2016: $863,3752016Assets 2017: $886,980Liabilities 2017: $0Net Assets 2017: $886,9802017Assets 2018: $884,215Liabilities 2018: $0Net Assets 2018: $884,2152018Assets 2019: $891,756Liabilities 2019: $0Net Assets 2019: $891,7562019Assets 2020: $889,933Liabilities 2020: $0Net Assets 2020: $889,9332020Assets 2021: $1,117,116Liabilities 2021: $0Net Assets 2021: $1,117,1162021Assets 2022: $929,791Liabilities 2022: $0Net Assets 2022: $929,7912022Assets 2023: $998,652Liabilities 2023: $0Net Assets 2023: $998,6522023Assets 2024: $1,138,729Liabilities 2024: $0Net Assets 2024: $1,138,7292024

Highlighted filing

2017

Assets$886,980
Liabilities$0
Net Assets$886,980
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2012: $61,5272012Expenses 2013: $60,3222013Revenue 2014: $120,163Expenses 2014: $60,385Net Income 2014: $59,7782014Revenue 2015: $46,323Expenses 2015: $50,343Net Income 2015: -$4,0202015Revenue 2016: $28,752Expenses 2016: $49,556Net Income 2016: -$20,8042016Revenue 2017: $19,842Expenses 2017: $45,380Net Income 2017: -$25,5382017Revenue 2018: $157,103Expenses 2018: $56,037Net Income 2018: $101,0662018Revenue 2019: $14,579Expenses 2019: $56,643Net Income 2019: -$42,0642019Revenue 2020: $30,884Expenses 2020: $46,541Net Income 2020: -$15,6572020Revenue 2021: $56,393Expenses 2021: $57,693Net Income 2021: -$1,3002021Revenue 2022: $21,593Expenses 2022: $47,735Net Income 2022: -$26,1422022Revenue 2023: $29,469Expenses 2023: $46,933Net Income 2023: -$17,4642023Revenue 2024: $246,409Expenses 2024: $36,656Net Income 2024: $209,7532024

Highlighted filing

2017

Revenue$19,842
Expenses$45,380
Net Income-$25,538
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$80,193
Mission and Program Overview

Mission

Financial support of a synagogue

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$863,375$886,980▲ $23,605
Total Assets$863,375$886,980▲ $23,605
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$863,375$886,980▲ $23,605
Total Net Assets Fund Balance$863,375$886,980▲ $23,605
Total Liabilities and Net Assets / Fund Balance$863,375$886,980▲ $23,605
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Ann RosenbergTrustee
Jeffrey FineTrustee
Lizzy GreifTrustee
Matthew BerkeTrustee
Michael ZuckerTrustee
Richard RohanTrustee
Steve RosenbergTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$19,842
Other Revenue
$0
Change in Net Assets
$-25,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,276
Other Expenses$3,104
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$42,276--$42,276
Fees for Service Investment Mgmnt Fees$3,104--$3,104
Total Functional Expenses$45,380$0$0$45,380
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Congregation Shaare TefillaDallas, TX-To Support the Synag$42,276
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Ann rosenberg steve rosenberg trustee trustee family ann rosenberg lizzy greif trustee trustee family”

Form 990, Page 6, Part VI, Line 11B

“The tax return was reviewed with one trustee prior to it being filed.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Margot Rosenberg Pulitzer Endow
EIN
32-6021387
Phone
2149395567
Address
6131 CHURCHILL WAY, DALLAS, TX 75230

Signing Officer

Name
Ann Rosenberg
Title
Trustee
Phone
9726610127
Signed
2017-09-15

Organization Details

Principal Officer
Richard Rohan
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
4
Employees
0

Preparer

Firm
Paul Willingham CPA LLC
Address
14902 PRESTON RD STE 404 BOX 347, DALLAS, TX 75254-9105
Preparer
Paul Willingham CPA
Phone
2143940947
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The purpose of the organization is to contribute financial support to its sole beneficiary, congregation shaare tefilla, 6131 churchill way, dallas, tx 75230”

Raw XML Appendix300 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FINANCIAL SUPPORT OF A SYNAGOGUE
IRS990/BooksInCareOfDetail/PersonNm0RICHARD ROHAN
IRS990/BooksInCareOfDetail/PhoneNum02149395567
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06131 CHURCHILL WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075230
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt042276
IRS990/CYInvestmentIncomeAmt019842
IRS990/CYOtherExpensesAmt03104
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-25538
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt045380
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt019842
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE PURPOSE OF THE ORGANIZATION IS TO CONTRIBUTE FINANCIAL SUPPORT TO ITS SOLE BENEFICIARY, CONGREGATION SHAARE TEFILLA, 6131 CHURCHILL WAY, DALLAS, TX 75230
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt03104
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03104
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0ANN ROSENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE ROSENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm2LIZZY GREIF
IRS990/Form990PartVIISectionAGrp/PersonNm3MATTHEW BERKE
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFFREY FINE
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD ROHAN
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL ZUCKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01812
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt042276
IRS990/GrantsToDomesticOrgsGrp/TotalAmt042276
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt062163
IRS990/GrossReceiptsAmt080193
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt018030
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018030
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0863375
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0886980
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt060351
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FINANCIAL SUPPORT OF A SYNAGOGUE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0863375
IRS990/NetAssetsOrFundBalancesEOYAmt0886980
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01812
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01812
IRS990/NetUnrlzdGainsLossesInvstAmt049143
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RICHARD ROHAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE PURPOSE OF THE ORGANIZATION IS TO CONTRIBUTE FINANCIAL SUPPORT TO ITS SOLE BENEFICIARY, CONGREGATION SHAARE TEFILLA, 6131 CHURCHILL WAY, DALLAS, TX 75230
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt045380
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt042276
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt045600
IRS990/PYInvestmentIncomeAmt028752
IRS990/PYOtherExpensesAmt03956
IRS990/PYRevenuesLessExpensesAmt0-20804
IRS990/PYTotalExpensesAmt049556
IRS990/PYTotalRevenueAmt028752
IRS990/ReconcilationRevenueExpnssAmt0-25538
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ENDOWMENT HAS A COMMON TRUSTEE AND BOARD MEMBER BETWEEN THE TWO ORGANIZATIONS. THIS TRUSTEE HAD A VOICE IN THE ORGANIZATIONS INVESTMENTS AND PROVIDED THE WORKING RELATIONSHIP BETWEEN THE TWO ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE PURPOSE OF THE ORGANIZATION IS TO CONTRIBUTE FINANCIAL SUPPORT TO ITS SOLE BENEFICIARY, CONGREGATION SHAARE TEFILLA, 6131 CHURCHILL WAY, DALLAS, TX 75230
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0752082492
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt042276
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CONGREGATION SHAARE TEFILA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt042276
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt042276
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE SYNAG
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CONGREGATION SHAARE TEFILLA
IRS990ScheduleI/RecipientTable/RecipientEIN0752082492
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06131 CHURCHILL WAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DALLAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd075230
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE ORGANIZATION IS TO CONTRIBUTE FINANCIAL SUPPORT TO ITS SOLE BENEFICIARY, CONGREGATION SHAARE TEFILLA, 6131 CHURCHILL WAY, DALLAS, TX 75230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANN ROSENBERG STEVE ROSENBERG TRUSTEE TRUSTEE FAMILY ANN ROSENBERG LIZZY GREIF TRUSTEE TRUSTEE FAMILY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN WAS REVIEWED WITH ONE TRUSTEE PRIOR TO IT BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0863375
IRS990/TotalAssetsEOYAmt0886980
IRS990/TotalAssetsGrp/BOYAmt0863375
IRS990/TotalAssetsGrp/EOYAmt0886980
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045380
IRS990/TotalFunctionalExpensesGrp/TotalAmt045380
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0863375
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0886980
IRS990/TotalOtherProgSrvcExpenseAmt045380
IRS990/TotalOtherProgSrvcGrantAmt042276
IRS990/TotalProgramServiceExpensesAmt045380
IRS990/TotalRevenueGrp/ExclusionAmt018030
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01812
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019842
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0863375
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0886980
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0863375
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0886980
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06131 CHURCHILL WAY
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075230
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09726610127
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARGOT ROSENBERG PULITZER ENDOW
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND OF CONG SHAARE TEFILLA
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0326021387
ReturnHeader/Filer/PhoneNum02149395567
ReturnHeader/Filer/USAddress/AddressLine1Txt06131 CHURCHILL WAY
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075230
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId035D3879163D6E86CE39169CEF1932A0DEFAB2344
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD35D3361013BECD5074789C6704DD616CC57F25
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL WILLINGHAM CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014902 PRESTON RD STE 404 BOX 347
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0752549105
ReturnHeader/PreparerPersonGrp/PhoneNum02143940947
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL WILLINGHAM CPA
ReturnHeader/ReturnTs02017-11-02T13:52:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$886,980
Liabilities
$0
Net assets
$886,980
Revenue
$19,842
Expenses
$45,380
Net income
-$25,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.25$0.04$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.03$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.06$0.06$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.03$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.01$0.06$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.16$0.06$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.02$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.03$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.12$0.06$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$0.06