Civic Intelligence

Rogers-Schliem Foundation

EIN 83-0934919 • Dallas, TX

5500 Preston Road 250Dallas, TX 75205
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

66th percentile

15%

Higher net margin than 66% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

4.0%

Faster asset growth than 55% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

93%

Faster revenue growth than 89% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,079,074

Up $118,805 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,079,074

Up $118,805 (+4.0%) from 2023

Revenue

Up

$777,715

Up $374,357 (+93%) from 2023

Expenses

Up

$658,910

Up $156,759 (+31%) from 2023

Net Income

Up

$118,805

Up $217,598 (+220%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $21,281Liabilities 2019: $02019Assets 2020: $2,603,173Liabilities 2020: $0Net Assets 2020: $2,603,1732020Assets 2021: $3,113,945Liabilities 2021: $0Net Assets 2021: $3,113,9452021Assets 2022: $3,059,062Liabilities 2022: $0Net Assets 2022: $3,059,0622022Assets 2023: $2,960,269Liabilities 2023: $0Net Assets 2023: $2,960,2692023Assets 2024: $3,079,074Liabilities 2024: $0Net Assets 2024: $3,079,0742024

Highlighted filing

2024

Assets$3,079,074
Liabilities$0
Net Assets$3,079,074

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $66,143Expenses 2019: $44,862Net Income 2019: $21,2812019Revenue 2020: $2,657,268Expenses 2020: $75,376Net Income 2020: $2,581,8922020Revenue 2021: $775,043Expenses 2021: $264,271Net Income 2021: $510,7722021Revenue 2022: $362,888Expenses 2022: $417,771Net Income 2022: -$54,8832022Revenue 2023: $403,358Expenses 2023: $502,151Net Income 2023: -$98,7932023Revenue 2024: $777,715Expenses 2024: $658,910Net Income 2024: $118,8052024

Highlighted filing

2024

Revenue$777,715
Expenses$658,910
Net Income$118,805

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan SchliemPres./Director-$0--
Thom SchliemSec./Director-$0--
Amy SchliemDirector-$0--
Stacey GrauelDirector-$0--
Ryan RogersDirector-$0--
Thomas Schliem IIDirector-$0--
John DickDirector-$0--
Zach WebbDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rogers-Schliem Foundation
EIN
83-0934919
Phone
2142523250
Address
5500 Preston Road 250, Dallas, TX 75205

Signing Officer

Name
Thom Schliem
Title
Secretary
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Evelyn H Moses CPA
Address
3602 Bryn Mawr Dr, Dallas, TX 75225
Preparer
Evelyn H Moses
Phone
2143612323
Raw XML Appendix397 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt1119
AccountingFeesSchedule/AccountingFeesDetail/Amt04950
AccountingFeesSchedule/AccountingFeesDetail/Amt12375
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Bookkeeping fees
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Tax preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04950
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt12256
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1119
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02019-08-22
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12021-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22021-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32021-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42023-06-12
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt023646
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt12935350
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt279599
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3152922
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt425000
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt02365
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt175262
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt215920
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt321837
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt45000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt021281
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1222763
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt239800
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt354625
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt42500
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0John Deere Gator Tractor
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Buildings
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Equipment
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Furniture
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4John Deere Gator Tractor 2023
DepreciationSchedule/DepreciationPropertyGrp/Rt00.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt10.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt20.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt30.1428
DepreciationSchedule/DepreciationPropertyGrp/Rt40.2000
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt068
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt068
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt068
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07206
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07325
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0777647
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0120384
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0118805
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt068
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt068
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt068
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0158104
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0158104
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0285164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0285164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt065478
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt065478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt068
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0538407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0658910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt068
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0777715
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0538407
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0658910
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0455
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0455
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0118805
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03079074
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02960269
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03079074
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/FMVAssetsEOYAmt03079074
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0461353
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03216518
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02875549
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02755165
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02755165
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt011928
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0261267
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0261267
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02960269
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03079074
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt072792
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt062642
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt062642
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02960269
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03079074
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03079074
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02960269
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03079074
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02960269
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03079074
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0123617
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0123617
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01854
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06088
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0121763
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0123617
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt089787
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt026277
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Maia Howard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Chef
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt05500 Preston Road 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd075205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jan Schliem
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Thom Schliem
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Amy Schliem
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Stacey Grauel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Ryan Rogers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Thomas Schliem II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6John Dick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Zach Webb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres./Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec./Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05500 Preston Road Suite 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15500 Preston Road Suite 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25500 Preston Road Suite 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35500 Preston Road Suite 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt45500 Preston Road Suite 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt55500 Preston Road Suite 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt65500 Preston Road Suite 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt75500 Preston Road Suite 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd375205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd475205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd575205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd675205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd775205
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt0249339
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0538407
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0787746
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt028
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt011
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt017
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt023
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt09
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt014
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02019-06-06
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0787746
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt02279914
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0381755
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0299985
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0810428
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0787746
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt02279914
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0381755
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0299985
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0810428
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt04059
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt09776
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt01625
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt01774
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt02318
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05500 Preston Road Suite 250
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Dallas
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jan Schliem
IRS990PF/StatementsRegardingActyGrp/PhoneNum02142523250
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Foundation's mission is to operate a residential religious worship, education, and study program for Catholic priests. In 2024, funds were expended towards construction, improvements, and other costs to expand programming, as well as, various costs to accommodate approximately 1,341 program participants.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0787746
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Jan Schliem
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Thom Schliem
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Thom Jan Schliem
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1John T Beecherl
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05500 Preston Road Suite 250
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt15950 Cedar Springs Rd Ste 100
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Dallas
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Dallas
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075205
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd175235
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0727647
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt076462
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt186866
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt2298025
LandEtcSchedule2/LandEtcGrp/BookValueAmt076460
LandEtcSchedule2/LandEtcGrp/BookValueAmt141380
LandEtcSchedule2/LandEtcGrp/BookValueAmt22637325
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Buildings
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0152922
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1128246
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt22935350
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt076460
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt141380
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt22637325
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011928
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Construction in progress
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Deposits and prepaids
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0249339
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt111928
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0249339
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt111928
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Auto expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Dues/fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Groceries
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Landscaping
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Maintenance and repairs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Meals and entertainment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Movers/trailers
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Payroll processing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Pest control
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12Utilities
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0527
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14233
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt254798
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32033
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt47500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt593071
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt611516
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt79420
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt85375
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt92625
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1066
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1177138
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1216862
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0527
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14233
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt254798
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32033
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt47500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt593071
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt611516
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt79420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt85375
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt92625
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1066
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1177138
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1216862
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Philanthropy services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt022000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thom Schliem
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rogers-Schliem Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0830934919
ReturnHeader/Filer/PhoneNum02142523250
ReturnHeader/Filer/USAddress/AddressLine1Txt05500 Preston Road 250
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Evelyn H Moses CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03602 Bryn Mawr Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075225
ReturnHeader/PreparerPersonGrp/PhoneNum02143612323
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Evelyn H Moses
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-08T12:22:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.