Civic Intelligence

Rogers-Schliem Foundation

990PF • Fiscal year 2020 • EIN 83-0934919

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 10, 2021

Organization Profile
5500 Preston RoadDallas, TX 75205

(214) 252-3250

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

97th percentile

97%

Higher net margin than 97% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

100th percentile

12132%

Faster asset growth than 100% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

3917%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,603,173

Up $2,581,892 (+12132%) from 2019

Net Assets

$2,603,173

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

Up

$2,657,268

Up $2,591,125 (+3917%) from 2019

Expenses

Up

$75,376

Up $30,514 (+68%) from 2019

Net Income

Up

$2,581,892

Up $2,560,611 (+12032%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$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

2020

Assets$2,603,173
Liabilities$0
Net Assets$2,603,173
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$2,657,268
Expenses$75,376
Net Income$2,581,892
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 10, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

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, Dallas, TX 75205

Signing Officer

Name
Thom Schliem
Title
Secretary
Signed
2021-06-10
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 Appendix331 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/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
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Foundation's mission is to operate a residential religious worship, education, and study program for Catholic priests. In 2020, funds were expended towards construction, improvements, and other costs to prepare additional housing and conference spaces, as well as to accomodate current program participants.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02596489
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/ContributorPersonNm0Thom Jan Schliem
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05500 Preston Road Suite 250
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Dallas
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075205
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02657240
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt07094
LandEtcSchedule2/LandEtcGrp/BookValueAmt016552
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt023646
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt016552
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal services
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02032
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02032
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Construction in progress
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Prepaid fixed assets
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02342201
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1183641
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02342201
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1183641
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Audio visual expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Auto expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Business registration fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Groceries
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Maintenance and repairs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Movers/trailers
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Plumbing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Propane
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10Utilities
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0511
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2324
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33696
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41091
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt53550
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt68891
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt71240
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt82583
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt917094
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt102010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0511
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2324
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33696
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41091
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt53550
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt68891
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt71240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt82583
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt917094
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt102010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Philanthropy services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt020000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thom Schliem
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rogers-Schliem Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0830934919
ReturnHeader/Filer/PhoneNum02142523250
ReturnHeader/Filer/USAddress/AddressLine1Txt05500 Preston Road
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075205
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/ReturnTs02021-06-10T15:30:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thom
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schliem
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,603,173
Liabilities
$0
Net assets
$2,603,173
Revenue
$2,657,268
Expenses
$75,376
Net income
$2,581,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.78$0.66$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.40$0.50$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.36$0.42$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.78$0.26$0.51
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$2.66$0.08$2.58
2019Summary only. Only limited summary data is available for this year.$0.02$0.00$0.07$0.04$0.02