Civic Intelligence

Rosina Patterson Tr

990PF • Fiscal year 2014 • EIN 85-6107055

Jan 01, 2014 to Dec 31, 2014 • Filed on May 01, 2015

Organization Profile
1801 Wyoming Ave Ste 205El Paso, TX 79902

(915) 593-7070

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

73rd percentile

0.29x

Higher debt load relative to revenue than 73% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

46th percentile

1.8%

Higher net margin than 46% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

47th percentile

0.9%

Faster asset growth than 47% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$2,204,973

Up $20,509 (+0.9%) from 2013

Net Assets

Up

$2,165,228

Up $2,506 (+0.1%) from 2013

Liabilities

Up

$39,745

Up $18,003 (+83%) from 2013

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin46th percentile

Revenue

Down

$138,666

Down $124,561 (-47%) from 2013

Expenses

Up

$136,160

Up $53,907 (+66%) from 2013

Net Income

Down

$2,506

Down $178,468 (-99%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,963,351Liabilities 2010: $52,200Net Assets 2010: $1,911,1512010Assets 2011: $1,970,672Liabilities 2011: $58,049Net Assets 2011: $1,912,6232011Assets 2012: $2,020,074Liabilities 2012: $38,326Net Assets 2012: $1,981,7482012Assets 2013: $2,184,464Liabilities 2013: $21,742Net Assets 2013: $2,162,7222013Assets 2014: $2,204,973Liabilities 2014: $39,745Net Assets 2014: $2,165,2282014Assets 2015: $2,133,969Liabilities 2015: $44,779Net Assets 2015: $2,089,1902015Assets 2016: $2,115,548Liabilities 2016: $57,500Net Assets 2016: $2,058,0482016Assets 2019: $2,455,604Liabilities 2019: $49,2672019Assets 2020: $2,585,476Liabilities 2020: $32,453Net Assets 2020: $2,553,0232020Assets 2021: $2,658,950Liabilities 2021: $25,988Net Assets 2021: $2,632,9622021Assets 2022: $2,864,107Liabilities 2022: $98,625Net Assets 2022: $2,765,4822022Assets 2023: $2,761,939Liabilities 2023: $151,480Net Assets 2023: $2,610,4592023Assets 2024: $2,865,748Liabilities 2024: $182,594Net Assets 2024: $2,683,1542024

Highlighted filing

2014

Assets$2,204,973
Liabilities$39,745
Net Assets$2,165,228
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $96,0182010Expenses 2011: $99,5362011Expenses 2012: $105,4722012Revenue 2013: $263,227Expenses 2013: $82,253Net Income 2013: $180,9742013Revenue 2014: $138,666Expenses 2014: $136,160Net Income 2014: $2,5062014Revenue 2015: $40,416Expenses 2015: $116,454Net Income 2015: -$76,0382015Revenue 2016: $73,382Expenses 2016: $104,524Net Income 2016: -$31,1422016Revenue 2019: $294,188Expenses 2019: $128,840Net Income 2019: $165,3482019Revenue 2020: $285,083Expenses 2020: $138,397Net Income 2020: $146,6862020Revenue 2021: $217,905Expenses 2021: $137,966Net Income 2021: $79,9392021Revenue 2022: $489,450Expenses 2022: $356,930Net Income 2022: $132,5202022Revenue 2023: $96,378Expenses 2023: $251,401Net Income 2023: -$155,0232023Revenue 2024: $353,717Expenses 2024: $281,022Net Income 2024: $72,6952024

Highlighted filing

2014

Revenue$138,666
Expenses$136,160
Net Income$2,506
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WESTERN NM UNIVERSITY FDNCo-Trustee-$0--
WALLY STOEZELCo Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Rosina Patterson Trust
EIN
85-6107055
Phone
9155937070
Address
1801 WYOMING AVE STE 205, EL PASO, TX 79902

Signing Officer

Name
Wally Stoezel
Title
Co-trustee
Signed
2015-05-01
Discuss with paid preparer
Yes

Preparer

Firm
James L Ellis CPA PC
Address
1801 Wyoming Ave Ste 205, El Paso, TX 79902-5707
Preparer
James L Ellis
Phone
9155937070
Raw XML Appendix337 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/Amt07600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt07600
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt07600
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015723
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt075333
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt047646
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt036
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt063333
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt075333
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0138666
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt075333
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0104900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0104900
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt013936
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015723
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02506
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0865789
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt047646
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt075333
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt058044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt022047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt022047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-36
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01430
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01430
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01430
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0183
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0183
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0183
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0136160
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0136160
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt089304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0138666
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031260
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt031260
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt075333
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02506
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02165228
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02162722
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02165228
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0580
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0580
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0580
IRS990PF/DistributableAmountGrp/TotalTaxAmt0580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0593
IRS990PF/FMVAssetsEOYAmt02826129
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02162722
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02165228
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01067200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01067200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01135424
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0982081
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0996159
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01544147
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt021742
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt039745
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt064311
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt069255
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0135183
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt077303
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt077303
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02184464
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02204973
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02826129
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt021742
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt039745
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02184464
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02204973
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02162722
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02165228
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WESTERN NM UNIVERSITY FDN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WALLY STOEZEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1158
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1320 SUNDOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SILVER CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1EL PASO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd088062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd179912
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt080337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0104395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt099536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt095893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt079114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.02711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02226592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02063888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01782009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0136160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.13556
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0135580
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0136160
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0580
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0136160
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01801 WYOMING AVE STE 205
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EL PASO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd079902
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NM
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAMES L ELLIS CPA PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum09155937070
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012360
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt613390
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt753400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1INTL MEDICAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ILL AND INFIRM SISTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATIONS COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL PURPOSE MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ARIZONA STATE UNIVERSITY DEPT OF PHYSICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0NEW MEXICO STATE UNIVERSITY FOUNDAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PROJECT HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SISTERS OF ST JOSEPH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5THE NATIONAL JEWISH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6WESTERN NM UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 3590
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1255 CARTER HALL LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 3506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 3506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51400 JACKSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 680
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 871504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAS CRUCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILLWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ST AUGUSTINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ST AUGUSTINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SILVER CITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd438105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd688062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd785287
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0104900
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
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt082253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt059166
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0277579
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0136160
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt082253
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt059166
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0136160
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0136160
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0277579
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0141419
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INCOME TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MGT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01936
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt119311
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2800
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01936
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt119311
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01936
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt119311
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2800
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-36
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01430
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01430
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01430
TaxesSchedule/TaxesDetail/Amt0183
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0183
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0183
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALLY STOEZEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSINA PATTERSON TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WALLY STOELZEL TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0ROSI
ReturnHeader/Filer/EIN0856107055
ReturnHeader/Filer/PhoneNum09155937070
ReturnHeader/Filer/USAddress/AddressLine1Txt01801 WYOMING AVE STE 205
ReturnHeader/Filer/USAddress/CityNm0EL PASO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079902
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James L Ellis CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 Wyoming Ave Ste 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Paso
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0799025707
ReturnHeader/PreparerPersonGrp/PhoneNum09155937070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James L Ellis
ReturnHeader/ReturnTs02015-05-01T12:44:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,204,973
Liabilities
$39,745
Net assets
$2,165,228
Revenue
$138,666
Expenses
$136,160
Net income
$2,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.87$0.18$2.68$0.35$0.28$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.76$0.15$2.61$0.10$0.25$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.86$0.10$2.77$0.49$0.36$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.66$0.03$2.63$0.22$0.14$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.59$0.03$2.55$0.29$0.14$0.15
2019Summary only. Only limited summary data is available for this year.$2.46$0.05$0.29$0.13$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.12$0.06$2.06$0.07$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.04$2.09$0.04$0.12$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.20$0.04$2.17$0.14$0.14$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.18$0.02$2.16$0.26$0.08$0.18
2012Detailed filing. Detailed filing data is available for this year.$2.02$0.04$1.98$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.97$0.06$1.91$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.96$0.05$1.91$0.10