Civic Intelligence

The Rogers Foundation

990PF • Fiscal year 2018 • EIN 75-2143064

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization Profile
PO Box 8799Tyler, TX 75711

(903) 561-4041

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

53rd percentile

5.6%

Higher net margin than 53% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

18th percentile

$37,500

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-10%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$42,537,823

Up $162,485 (+0.4%) from 2017

Net Assets

Up

$42,537,823

Up $166,576 (+0.4%) from 2017

Liabilities

Down

$0

Down $4,091 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin53rd percentile

Revenue

Down

$2,999,045

Down $334,344 (-10%) from 2017

Expenses

Up

$2,832,469

Up $41,419 (+1.5%) from 2017

Net Income

Down

$166,576

Down $375,763 (-69%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$60M$40M$20M$0Assets 2011: $38,423,245Liabilities 2011: $02011Assets 2012: $39,140,541Liabilities 2012: $12012Assets 2013: $40,195,562Liabilities 2013: $02013Assets 2014: $42,441,869Liabilities 2014: $51,886Net Assets 2014: $42,389,9832014Assets 2015: $42,277,824Liabilities 2015: $0Net Assets 2015: $42,277,8242015Assets 2016: $41,828,964Liabilities 2016: $0Net Assets 2016: $41,828,9642016Assets 2017: $42,375,338Liabilities 2017: $4,091Net Assets 2017: $42,371,2472017Assets 2018: $42,537,823Liabilities 2018: $0Net Assets 2018: $42,537,8232018Assets 2019: $42,142,137Liabilities 2019: $0Net Assets 2019: $42,142,1372019Assets 2020: $42,006,694Liabilities 2020: $9,973Net Assets 2020: $41,996,7212020Assets 2021: $41,840,431Liabilities 2021: $0Net Assets 2021: $41,840,4312021Assets 2022: $37,844,293Liabilities 2022: $76,000Net Assets 2022: $37,768,2932022Assets 2023: $32,213,736Liabilities 2023: $0Net Assets 2023: $32,213,7362023Assets 2024: $34,181,373Liabilities 2024: $95,000Net Assets 2024: $34,086,3732024

Highlighted filing

2018

Assets$42,537,823
Liabilities$0
Net Assets$42,537,823
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $1,273,919Expenses 2011: $1,906,415Net Income 2011: -$632,4962011Revenue 2012: $2,353,754Expenses 2012: $1,636,457Net Income 2012: $717,2972012Revenue 2013: $3,547,014Expenses 2013: $2,491,992Net Income 2013: $1,055,0222013Revenue 2014: $4,795,530Expenses 2014: $2,601,109Net Income 2014: $2,194,4212014Revenue 2015: $2,564,926Expenses 2015: $2,677,085Net Income 2015: -$112,1592015Revenue 2016: $2,289,002Expenses 2016: $2,760,085Net Income 2016: -$471,0832016Revenue 2017: $3,333,389Expenses 2017: $2,791,050Net Income 2017: $542,3392017Revenue 2018: $2,999,045Expenses 2018: $2,832,469Net Income 2018: $166,5762018Revenue 2019: $2,676,217Expenses 2019: $3,071,903Net Income 2019: -$395,6862019Revenue 2020: $2,925,160Expenses 2020: $3,070,576Net Income 2020: -$145,4162020Revenue 2021: $6,294,238Expenses 2021: $6,450,528Net Income 2021: -$156,2902021Revenue 2022: $2,729,929Expenses 2022: $6,802,067Net Income 2022: -$4,072,1382022Revenue 2023: $2,111,496Expenses 2023: $7,666,053Net Income 2023: -$5,554,5572023Revenue 2024: $6,994,463Expenses 2024: $5,121,826Net Income 2024: $1,872,6372024

Highlighted filing

2018

Revenue$2,999,045
Expenses$2,832,469
Net Income$166,576
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robyn RogersPres / CEOPT$37,500-$37,500
Sheryl Rogers PalmerVice PresPT$37,500-$37,500
Barbara CopelandSec / TreasPT$37,500-$37,500
Filing and Contact Details

Filer

Filer Name
The Rogers Foundation
EIN
75-2143064
Phone
9035614041
Address
PO BOX 8799, TYLER, TX 75711

Signing Officer

Name
Robyn Rogers
Title
Pres / CEO
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Bryant & Welborn LLPCPAs
Address
2335 Oak Alley, Tyler, TX 75703
Preparer
Barbara Copeland CPA
Phone
9035614041
Raw XML Appendix340 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.

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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02335 Oak Alley
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Tyler
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075703
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Bryant & Welborn LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum09035614041
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0See attached Schedule 1
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Robyn Rogers
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09035614041
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02335 Oak Alley
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Tyler
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd075703
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Organizations requesting grants must be located in Texas or Idaho
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0November 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02424000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See Schedule 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Schedule 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075711
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02424000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02536744
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02556106
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019362
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt042950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt092604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024148
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019362
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0140340
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt042950
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt092604
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04786
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02536744
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0140340
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0159702
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Rogers Grandchildren's
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0Heritage Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Houston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077027
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt060000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Epenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01878
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1146
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0469
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02347
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1182
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt052759
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1184773
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Fiduciary Fees-Southside Bank
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Luther King Capital Management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt052759
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1184773
TaxesSchedule/TaxesDetail/Amt026919
TaxesSchedule/TaxesDetail/Amt13089
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes withheld from Dividends
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03089
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robyn Rogers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres / CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROGERS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0752143064
ReturnHeader/Filer/PhoneNum09035614041
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8799
ReturnHeader/Filer/USAddress/CityNm0TYLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075711
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751448534
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bryant & Welborn LLPCPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02335 Oak Alley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tyler
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075703
ReturnHeader/PreparerPersonGrp/PhoneNum09035614041
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA COPELAND CPA
ReturnHeader/ReturnTs02019-11-13T14:21:19-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,537,823
Liabilities
$0
Net assets
$42,537,823
Revenue
$2,999,045
Expenses
$2,832,469
Net income
$166,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.2$0.10$34.1$6.99$5.12$1.87
2023Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$2.11$7.67$5.55
2022Detailed filing. Detailed filing data is available for this year.$37.8$0.08$37.8$2.73$6.80$4.07
2021Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$6.29$6.45$0.16
2020Detailed filing. Detailed filing data is available for this year.$42.0$0.01$42.0$2.93$3.07$0.15
2019Detailed filing. Detailed filing data is available for this year.$42.1$0.00$42.1$2.68$3.07$0.40
2018Detailed filing. Detailed filing data is available for this year.$42.5$0.00$42.5$3.00$2.83$0.17
2017Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$3.33$2.79$0.54
2016Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$2.29$2.76$0.47
2015Detailed filing. Detailed filing data is available for this year.$42.3$0.00$42.3$2.56$2.68$0.11
2014Detailed filing. Detailed filing data is available for this year.$42.4$0.05$42.4$4.80$2.60$2.19
2013Summary only. Only limited summary data is available for this year.$40.2$0.00$3.55$2.49$1.06
2012Summary only. Only limited summary data is available for this year.$39.1$0.00$2.35$1.64$0.72
2011Summary only. Only limited summary data is available for this year.$38.4$0.00$1.27$1.91$0.63