Civic Intelligence

The Margot Rosenberg Pulitzer Endow Fund of Cong Shaare Tefilla

990 • Fiscal year 2019 • EIN 32-6021387

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 03, 2019

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

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

1st percentile

-289%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

43rd percentile

0.9%

Faster asset growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$891,756

Up $7,541 (+0.9%) from 2018

Net Assets

Up

$891,756

Up $7,541 (+0.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin1st percentile

Revenue

Down

$14,579

Down $142,524 (-91%) from 2018

Expenses

Up

$56,643

Up $606 (+1.1%) from 2018

Net Income

Down

-$42,064

Down $143,130 (-142%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2019

Assets$891,756
Liabilities$0
Net Assets$891,756
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$14,579
Expenses$56,643
Net Income-$42,064
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 3, 2019
Return Version
2018v3.2
Gross Receipts
$176,909
Mission and Program Overview

Mission

Financial support of a synagogue

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$884,215$891,756▲ $7,541
Total Assets$884,215$891,756▲ $7,541
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$884,215$891,756▲ $7,541
Total Net Assets Fund Balance$884,215$891,756▲ $7,541
Total Liabilities and Net Assets / Fund Balance$884,215$891,756▲ $7,541
Compensation and Service Providers
Top Officer Pay50th 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
$14,579
Other Revenue
$0
Change in Net Assets
$-42,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,318
Other Expenses$4,325
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,318--$52,318
Fees for Service Investment Mgmnt Fees$4,325--$4,325
Total Functional Expenses$56,643$0$0$56,643
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Congregation Shaare TefillaDallas, TX-To Support the Synag$52,318
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
2019-12-03

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 Appendix309 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
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06131 CHURCHILL WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990/DescribedInSection501c3Ind0true
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IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD ROHAN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GainOrLossGrp/SecuritiesAmt0-3905
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt052318
IRS990/GrantsToDomesticOrgsGrp/TotalAmt052318
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0158425
IRS990/GrossReceiptsAmt0176909
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt018484
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018484
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0884215
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0891756
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0162330
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/NetAssetsOrFundBalancesBOYAmt0884215
IRS990/NetAssetsOrFundBalancesEOYAmt0891756
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-3905
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3905
IRS990/NetUnrlzdGainsLossesInvstAmt049605
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RICHARD ROHAN
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt056643
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt042276
IRS990/PYInvestmentIncomeAmt0157103
IRS990/PYOtherExpensesAmt03192
IRS990/PYRevenuesLessExpensesAmt0111635
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IRS990/ReconcilationRevenueExpnssAmt0-42064
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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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
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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
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IRS990/TotalFunctionalExpensesGrp/TotalAmt056643
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06131 CHURCHILL WAY
IRS990/USAddress/CityNm0DALLAS
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IRS990/USAddress/ZIPCd075230
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09726610127
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-03
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/AtSubmissionCreationDeviceId0DA0BFC1D7EEB97DFC8E3018F2B497D4275FCE6DA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C542A5DE75ABA993A21E5475124373AE5AEC208D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-03-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm023:51:23
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/PreparationDt02020-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL WILLINGHAM CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-03-08T23:51:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$891,756
Liabilities
$0
Net assets
$891,756
Revenue
$14,579
Expenses
$56,643
Net income
-$42,064
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