Civic Intelligence

Michael L Rosenberg Foundation

990PF • Fiscal year 2011 • EIN 75-2736174

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 05, 2012

4831 Brookview Drive75229
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.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$3,999,276

No earlier filing loaded for comparison.

Net Assets

$3,999,276

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$522,990

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,999,276Liabilities 2011: $0Net Assets 2011: $3,999,2762011Assets 2012: $3,833,144Liabilities 2012: $0Net Assets 2012: $3,833,1442012Assets 2013: $3,921,500Liabilities 2013: $0Net Assets 2013: $3,921,5002013Assets 2014: $3,961,691Liabilities 2014: $02014Assets 2015: $3,809,472Liabilities 2015: $02015Assets 2019: $3,650,964Liabilities 2019: $0Net Assets 2019: $3,650,9642019Assets 2020: $3,648,894Liabilities 2020: $0Net Assets 2020: $3,648,8942020Assets 2021: $3,748,107Liabilities 2021: $0Net Assets 2021: $3,748,1072021Assets 2022: $3,573,564Liabilities 2022: $0Net Assets 2022: $3,573,5642022Assets 2023: $3,453,760Liabilities 2023: $0Net Assets 2023: $3,453,7602023Assets 2024: $3,384,703Liabilities 2024: $0Net Assets 2024: $3,384,7032024

Highlighted filing

2011

Assets$3,999,276
Liabilities$0
Net Assets$3,999,276

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $522,9902011Expenses 2012: $334,2702012Revenue 2013: $380,865Expenses 2013: $294,296Net Income 2013: $86,5692013Revenue 2014: $178,003Expenses 2014: $138,053Net Income 2014: $39,9502014Revenue 2015: $83,148Expenses 2015: $230,313Net Income 2015: -$147,1652015Revenue 2019: $262,285Expenses 2019: $260,003Net Income 2019: $2,2822019Revenue 2020: $238,786Expenses 2020: $241,471Net Income 2020: -$2,6852020Revenue 2021: $363,104Expenses 2021: $263,470Net Income 2021: $99,6342021Revenue 2022: $90,561Expenses 2022: $264,735Net Income 2022: -$174,1742022Revenue 2023: $89,235Expenses 2023: $212,802Net Income 2023: -$123,5672023Revenue 2024: $186,235Expenses 2024: $251,308Net Income 2024: -$65,0732024

Highlighted filing

2011

Revenue-
Expenses$522,990
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 5, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE BARZUNE MDPresident/Treasurer/Director-$0--
DEBORAH GAGEVice President/Sec/Director-$0--
BOB HARRISONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDALLAS MUSEUM OF ARTSECRETAIRE A' ABATTANT - LELEU / PURCHASED BY THE FOUNDATION FOR EDUCATION PURPOSESPUBLICDALLAS, TX, US$298,613
Paid GrantDALLAS MUSEUM OF ARTGENERAL SUPPORT FOR THE PUBLIC ART MUSEUMPUBLICDALLAS, TX, US$75,000
Paid GrantDALLAS SYMPHONY ORCHESTRAGENERAL SUPPORT FOR PERFORMING ARTSPUBLICDALLAS, TX, US$75,000
Paid GrantBIG THOUGHTGENERAL SUPPORT FOR PERFORMING ARTSPUBLICDALLAS, TX, US$5,000
Paid GrantBOOKER T WASHINGTON HIGH SCHOOL FOR THE PERFOMRING AND VISUAL ARTSGENERAL SUPPORT FOR COMMUNITY EDUCATIONPUBLICDALLAS, TX, US$5,000
Paid GrantTHE DALLAS FOUNDATION- JOAQUIN ACHUCARRO FOUNDATION FUNDGENERAL SUPPORT FOR PERFORMING ARTSPUBLICDALLAS, TX, US$5,000
Paid GrantEAST DALLAS COMMUNITY SCHOOLGENERAL SUPPORT FOR COMMUNITY EDUCATIONPUBLICDALLAS, TX, US$2,500
Filing and Contact Details

Filer

EIN
75-2736174
Raw XML AppendixShowing 400 of 573 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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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0583
AppliedToPriorYearElection/Election0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 12/31/2009, IN THE AMOUNT OF $150,530.SIGNED: ___________________________ DATE: ____________NAME & TITLE: _____________________
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock202,438.652 SHS DELAWARE EMERGING MARKETS FUND
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem02,674.193 SHS ARBITRAGE FUNDS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LAWRENCE BARZUNE MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DEBORAH GAGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2BOB HARRISON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11STERLING PLAZA SUITE 770 5949
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine20SHERRY LANE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT FOR PERFORMING ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT FOR COMMUNITY EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT FOR THE PUBLIC ART MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL SUPPORT FOR PERFORMING ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL SUPPORT FOR COMMUNITY EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL SUPPORT FOR PERFORMING ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6SECRETAIRE A' ABATTANT - LELEU / PURCHASED BY THE FOUNDATION FOR EDUCATION PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BIG THOUGHT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BOOKER T WASHINGTON HIGH SCHOOL FOR THE PERFOMRING AND VISUAL ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12DALLAS MUSEUM OF ART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13DALLAS SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14EAST DALLAS COMMUNITY SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15THE DALLAS FOUNDATION- JOAQUIN ACHUCARRO FOUNDATION FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16DALLAS MUSEUM OF ART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC

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