Civic Intelligence

Rosina Patterson Tr

990PF • Fiscal year 2016 • EIN 85-6107055

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 27, 2017

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

44th percentile

0.03x

Higher debt load relative to assets than 44% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.78x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

13th percentile

-42%

Higher net margin than 13% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

42nd percentile

-0.9%

Faster asset growth than 42% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

82%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$2,115,548

Down $18,421 (-0.9%) from 2015

Net Assets

Down

$2,058,048

Down $31,142 (-1.5%) from 2015

Liabilities

Up

$57,500

Up $12,721 (+28%) from 2015

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin13th percentile

Revenue

Up

$73,382

Up $32,966 (+82%) from 2015

Expenses

Down

$104,524

Down $11,930 (-10%) from 2015

Net Income

Up

-$31,142

Up $44,896 (+59%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2016

Assets$2,115,548
Liabilities$57,500
Net Assets$2,058,048
Open 2016 Filing

Operations Trend

Revenue Growth92nd 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

2016

Revenue$73,382
Expenses$104,524
Net Income-$31,142
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd 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
2017-06-27
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 Appendix350 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/Amt08100
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt08100
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt08100
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt063324
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt012901
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0880
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt03723
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt073382
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt073382
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08100
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt012901
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012901
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt073631
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt073631
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt022895
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt063324
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-31142
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0216200
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0880
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0880
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0596
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0596
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0596
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012901
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06620
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt012901
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt021845
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt021845
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt021845
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0837
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-3723
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0352
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0352
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt012901
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0104524
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt030893
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0104524
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt037513
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt073382
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt030893
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt030893
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0203299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0216200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012901
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt012901
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-31142
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02058048
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02089190
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02058048
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt066
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt066
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt066
IRS990PF/DistributableAmountGrp/TotalTaxAmt066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt066
IRS990PF/FMVAssetsEOYAmt02759681
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02089190
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02058048
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01067200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01067200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01115986
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0846700
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01052497
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01647845
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt044779
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt057500
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0123188
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt096881
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0-4149
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0-4150
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02133969
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02115548
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02759681
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt044779
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt057500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02133969
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02115548
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02089190
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02058048
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/AdjNonchrtblNetInvstIncmPctAmt066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0116454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0135580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt080337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0104395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt099536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.02955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02760354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02826129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02718989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02416407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02226592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0104524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.207615
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0104458
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0104524
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt066
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0104524
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/Amt010952
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt611864
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt728000
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SISTERS OF ST JOSEPH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ST JUDE'S RESEARCH HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5THE NATIONAL JEWISH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6WESTERN NM UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7TEMPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd088003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122646
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/TotalGrantOrContriPdDurYrAmt073631
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/ExcessDistributionCyovYr1Amt0116454
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0136160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt082253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt059166
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0498557
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0104524
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0116454
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0136160
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt082253
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt059166
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0104524
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0104524
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0498557
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0394033
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0596
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0596
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0596
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MGT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020966
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1879
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020966
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1879
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020966
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1879
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0837
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-3723
TaxesSchedule/TaxesDetail/Amt0352
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0352
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0352
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALLY STOEZEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-27
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/ReturnTs02017-06-27T15:53:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,115,548
Liabilities
$57,500
Net assets
$2,058,048
Revenue
$73,382
Expenses
$104,524
Net income
-$31,142
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