Civic Intelligence

Michael L Rosenberg Foundation

990PF • Fiscal year 2023 • EIN 75-2736174

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization Profile
5949 Sherry Lane 770Dallas, TX 75225

(214) 360-9777

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

6th percentile

-138%

Higher net margin than 6% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$14,776

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

26th percentile

-3.4%

Faster asset growth than 26% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

-1.5%

Faster revenue growth than 37% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,453,760

Down $119,804 (-3.4%) from 2022

Net Assets

Down

$3,453,760

Down $119,804 (-3.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Down

$89,235

Down $1,326 (-1.5%) from 2022

Expenses

Down

$212,802

Down $51,933 (-20%) from 2022

Net Income

Up

-$123,567

Up $50,607 (+29%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

2023

Assets$3,453,760
Liabilities$0
Net Assets$3,453,760
Open 2023 Filing

Operations Trend

Revenue Growth37th percentile

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

2023

Revenue$89,235
Expenses$212,802
Net Income-$123,567
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB D HARRISONPresident-$14,776-$14,776
DEBORAH GAGEVice President/Sec/Director-$0--
LAWRENCE BARZUNE MDPresident/Treasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Michael L Rosenberg Foundation
EIN
75-2736174
Phone
2143609777
Address
5949 SHERRY LANE 770, DALLAS, TX 75225

Signing Officer

Name
Bob D Harrison
Title
President
Phone
9723609777
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
15303 N DALLAS PARKWAY SUITE 1400, ADDISON, TX 75001
Preparer
Allison Brown
Phone
9723835700
Raw XML Appendix394 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
AccountingFeesSchedule/AccountingFeesDetail/Amt013209
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06605
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06604
AppliedToPriorYearElection/ElectionDesc0PURSUANT 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.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0386026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1435360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt264072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3309260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4116279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt570460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6224492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7124430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt867710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0519411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11182096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt283677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3341293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4126626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt573473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6225822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7125812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt872605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SIX CIRCLES US CONSTRAINED EQUITY FUND - 35,000.758 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SPDR S&P 500 ETF TRUST - 2,487 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2JPMORGAN BETABUILDERS CANADA - 1,305 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3SIX CIRCLES INT'L UNCONSTRAINED EQUITY FUND - 31,748.175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4JPMORGAN BETABUILDERS JAPAN - 2,411 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5JPM BTABLDRS DEV ASIA X-JPN - 1,484 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6FIDELITY 500 INDEX FUND - 1364.566 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7FIDELITY INTL INDX-INST PRM - 2657.067 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8JPMORGAN BETABUILDERS EUROPE ETF - 1283 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt072860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt176445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt356931
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt430397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5138287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt670701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7127242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt836221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt917731
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1035616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1134177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12104220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACKSTONE ALT MULTI-STRAT-Y - 6,847.772SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1LORD ABBETT SHRT DUR INC-F3 - 18,420.50 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD TOTAL INTL BND-ADM - 452.26 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PIMCO MRTG OPP & BOND-INT - 5,661.075 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4NEUBERGER BERMAN LONG SH-INS - 2,031.668 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SIX CIRCLES GLOBAL BOND - 16,854.86 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SIX CIRCLES CREDIT OPPORT - 8,098.30 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD TOTAL INTL BOND - 2472 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD TOTAL BOND MARKET - 483 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AMERICAN BEACON AHL MGD-R5 - 1773.085 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD MORTAGE-BACKED SEC - 768 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD LONG-TERM TREASURY ETF - 573 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD INT-TERM CORPORATE - 1315 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt071696
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt171103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt353214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt435453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5142929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt670941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7122030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt835525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt917571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1035604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1135257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12106883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0100845
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013209
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-123567
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01848605
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/AddressLine1Txt038 OLD BOND STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CountryCd0UK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ProvinceOrStateNm0UNITED KINGDOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BOB D HARRISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEBORAH GAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LAWRENCE BARZUNE MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/SEC/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT/TREASURER/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0STERLING PLAZA SUITE 770 5949
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13310 FAIRMOUNT NO P2A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0SHERRY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075225
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0181381
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0181381
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BOB D HARRISON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05949 SHERRY LANE SUITE 770
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075225
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02143609777
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt080000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt180000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT FOR THE PUBLIC ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT FOR PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DALLAS MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DALLAS SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01717 N HARWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12301 FLORA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0160000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0181381
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0207221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt025840
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026631
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt025840
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025997
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09386
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0791
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0181381
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025997
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051837
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06241
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05605
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05605
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03763
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING ADJSUTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022757
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022757
TaxesSchedule/TaxesDetail/Amt02060
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02060
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB D HARRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09723609777
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL L ROSENBERG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0752736174
ReturnHeader/Filer/PhoneNum02143609777
ReturnHeader/Filer/USAddress/AddressLine1Txt05949 SHERRY LANE 770
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075225
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010747208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015303 N DALLAS PARKWAY SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ADDISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075001
ReturnHeader/PreparerPersonGrp/PhoneNum09723835700
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON BROWN
ReturnHeader/ReturnTs02024-11-05T15:37:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,453,760
Liabilities
$0
Net assets
$3,453,760
Revenue
$89,235
Expenses
$212,802
Net income
-$123,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.19$0.25$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.09$0.21$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.09$0.26$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.36$0.26$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.24$0.24$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.26$0.26$0.00
2015Summary only. Only limited summary data is available for this year.$3.81$0.00$0.08$0.23$0.15
2014Summary only. Only limited summary data is available for this year.$3.96$0.00$0.18$0.14$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.38$0.29$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.33
2011Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.52