Civic Intelligence

Rogers-Schliem Foundation

990PF • Fiscal year 2022 • EIN 83-0934919

Jan 01, 2022 to Dec 31, 2022 • Filed on May 04, 2023

5500 Preston Road 250Dallas, TX 75205

(214) 252-3250

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

23rd percentile

-15%

Higher net margin than 23% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

43rd percentile

-1.8%

Faster asset growth than 43% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-53%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$3,059,062

Down $54,883 (-1.8%) from 2021

Net Assets

Down

$3,059,062

Down $54,883 (-1.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$362,888

Down $412,155 (-53%) from 2021

Expenses

Up

$417,771

Up $153,500 (+58%) from 2021

Net Income

Down

-$54,883

Down $565,655 (-111%) from 2021

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 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

2022

Assets$3,059,062
Liabilities$0
Net Assets$3,059,062

Operations Trend

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

2022

Revenue$362,888
Expenses$417,771
Net Income-$54,883
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
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
2023-05-04
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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jan Schliem
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Thom Schliem
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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/SaleOrExchDisqualifiedPrsnInd0false
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 2022, funds were expended towards various costs to accomodate approximately 1,015 program participants.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0299985
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/ContributorPersonNm1Allen L Monroe
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05500 Preston Road Suite 250
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11 Stonebriar Way
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Dallas
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Frisco
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075205
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd175034
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0355354
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt17500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt032772
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt140432
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt2147501
LandEtcSchedule2/LandEtcGrp/BookValueAmt0120150
LandEtcSchedule2/LandEtcGrp/BookValueAmt162814
LandEtcSchedule2/LandEtcGrp/BookValueAmt22787849
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Buildings
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0152922
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1103246
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt22935350
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0120150
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt162814
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt22787849
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Deposits and prepaids
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011928
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011928
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Audio visual expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Auto expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Dues/fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Groceries
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Landscaping
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Maintenance and repairs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Meals and entertainment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Payroll processing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10Pest control
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13Utilities
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08425
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt116867
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21638
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt342273
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41957
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt53322
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt68633
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt71998
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt81674
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt93655
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt102914
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1188
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1236836
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1311184
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08425
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116867
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21638
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt342273
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41957
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt53322
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt68633
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt71998
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt81674
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt93655
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt102914
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1188
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1236836
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1311184
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Philanthropy services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt021000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thom Schliem
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
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/ReturnTs02023-05-04T12:55:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thom
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schliem
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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