Civic Intelligence

Marion Collins Resch Foundation Trust

990PF • Fiscal year 2020 • EIN 80-6024177

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

Organization Profile
CO Weststar Bank PO Box 99102El Paso, TX 79999-9102

(915) 747-1675

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

93rd percentile

73%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

50th percentile

$12,883

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

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

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

94th percentile

165%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,485,477

Up $225,900 (+18%) from 2019

Net Assets

Up

$1,485,477

Up $225,900 (+18%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin93rd percentile

Revenue

Up

$311,242

Up $193,798 (+165%) from 2019

Expenses

Down

$85,062

Down $2,310 (-2.6%) from 2019

Net Income

Up

$226,180

Up $196,108 (+652%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,326,251Liabilities 2010: $0Net Assets 2010: $1,326,2512010Assets 2011: $1,336,563Liabilities 2011: $0Net Assets 2011: $1,336,5632011Assets 2012: $1,327,747Liabilities 2012: $02012Assets 2013: $1,331,958Liabilities 2013: $02013Assets 2014: $1,326,247Liabilities 2014: $02014Assets 2015: $1,275,579Liabilities 2015: $02015Assets 2019: $1,259,577Liabilities 2019: $0Net Assets 2019: $1,259,5772019Assets 2020: $1,485,477Liabilities 2020: $0Net Assets 2020: $1,485,4772020Assets 2021: $1,515,044Liabilities 2021: $0Net Assets 2021: $1,515,0442021Assets 2022: $1,438,690Liabilities 2022: $0Net Assets 2022: $1,438,6902022Assets 2023: $1,372,537Liabilities 2023: $0Net Assets 2023: $1,372,5372023Assets 2024: $1,358,777Liabilities 2024: $0Net Assets 2024: $1,358,7772024

Highlighted filing

2020

Assets$1,485,477
Liabilities$0
Net Assets$1,485,477
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $45,6292010Expenses 2011: $80,1592011Revenue 2012: $75,232Expenses 2012: $84,581Net Income 2012: -$9,3492012Revenue 2013: $85,997Expenses 2013: $83,846Net Income 2013: $2,1512013Revenue 2014: $80,754Expenses 2014: $85,651Net Income 2014: -$4,8972014Revenue 2015: $32,570Expenses 2015: $85,824Net Income 2015: -$53,2542015Revenue 2019: $117,444Expenses 2019: $87,372Net Income 2019: $30,0722019Revenue 2020: $311,242Expenses 2020: $85,062Net Income 2020: $226,1802020Revenue 2021: $121,464Expenses 2021: $92,456Net Income 2021: $29,0082021Revenue 2022: $22,112Expenses 2022: $99,514Net Income 2022: -$77,4022022Revenue 2023: $16,435Expenses 2023: $82,588Net Income 2023: -$66,1532023Revenue 2024: $70,232Expenses 2024: $83,992Net Income 2024: -$13,7602024

Highlighted filing

2020

Revenue$311,242
Expenses$85,062
Net Income$226,180
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$12,883-$12,883
WESTAR BANKTrustee-$5,123-$5,123
Filing and Contact Details

Filer

Filer Name
Marion Collins Resch Foundation Trust
EIN
80-6024177
Phone
9157471675
Address
CO WESTSTAR BANK PO BOX 99102, EL PASO, TX 79999-9102

Signing Officer

Name
Tamara a Gladkowski
Title
Senior VP, Weststar Bank, Trustee
Phone
9157471675
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Pate & Appleby Llp
Address
1011 MONTANA AVENUE, EL PASO, TX 79902
Preparer
Diane R Smith
Phone
9155328000
Raw XML Appendix367 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/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/IndividualWithBooksNm0WESTSTAR BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0601 N MESA ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EL PASO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd079901
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09157471675
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/Amt061824
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LORETTO ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01300 HARDWAY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EL PASO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd079903
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt061824
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/AppliedToCurrentYearAmt09629
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt061824
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt069708
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071453
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt060079
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt061824
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SCOTT HULSE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03897
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03897
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01607
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02020 TRANSACTIONS POSTED IN 2021
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01054
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1273
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02019 TRANSACTIONS POSTED IN 2020
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1COST BASIS ADJ & RETURN OF CAPITAL
TaxesSchedule/TaxesDetail/Amt0397
TaxesSchedule/TaxesDetail/Amt1932
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATED TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0397
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMARA A GLADKOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP, WESTSTAR BANK, TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09157471675
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARION COLLINS RESCH FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0806024177
ReturnHeader/Filer/PhoneNum09157471675
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO WESTSTAR BANK PO BOX 99102
ReturnHeader/Filer/USAddress/CityNm0EL PASO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0799999102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010592228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATE & APPLEBY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01011 MONTANA AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EL PASO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079902
ReturnHeader/PreparerPersonGrp/PhoneNum09155328000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANE R SMITH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-10T18:40:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAMARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GLADKOWSKI
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
$1,485,477
Liabilities
$0
Net assets
$1,485,477
Revenue
$311,242
Expenses
$85,062
Net income
$226,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.07$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.02$0.08$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.02$0.10$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.12$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.31$0.09$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.12$0.09$0.03
2015Summary only. Only limited summary data is available for this year.$1.28$0.00$0.03$0.09$0.05
2014Summary only. Only limited summary data is available for this year.$1.33$0.00$0.08$0.09$0.00
2013Summary only. Only limited summary data is available for this year.$1.33$0.00$0.09$0.08$0.00
2012Summary only. Only limited summary data is available for this year.$1.33$0.00$0.08$0.08$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.05