Civic Intelligence

Rosina Patterson Tr

990PF • Fiscal year 2021 • EIN 85-6107055

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

Organization Profile
2009 Montana AveEl Paso, TX 79903

(915) 593-7070

Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

63rd percentile

0.12x

Higher debt load relative to revenue than 63% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

75th percentile

37%

Higher net margin than 75% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

37th percentile

2.8%

Faster asset growth than 37% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,658,950

Up $73,474 (+2.8%) from 2020

Net Assets

Up

$2,632,962

Up $79,939 (+3.1%) from 2020

Liabilities

Down

$25,988

Down $6,465 (-20%) from 2020

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin75th percentile

Revenue

Down

$217,905

Down $67,178 (-24%) from 2020

Expenses

Down

$137,966

Down $431 (-0.3%) from 2020

Net Income

Down

$79,939

Down $66,747 (-46%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2021

Assets$2,658,950
Liabilities$25,988
Net Assets$2,632,962
Open 2021 Filing

Operations Trend

Revenue Growth13th 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

2021

Revenue$217,905
Expenses$137,966
Net Income$79,939
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

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

Filer

Filer Name
Rosina Patterson Trust
EIN
85-6107055
Phone
9155937070
Address
2009 MONTANA AVE, EL PASO, TX 79903

Signing Officer

Name
Wally Stoezel
Title
Co-trustee
Signed
2022-11-04
Discuss with paid preparer
Yes

Preparer

Firm
James L Ellis CPA PC
Address
2009 Montana Avenue, El Paso, TX 79903
Preparer
James L Ellis
Phone
9155937070
Raw XML Appendix324 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/AdjustedNetIncomeAmt08200
AccountingFeesSchedule/AccountingFeesDetail/Amt08200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt08200
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt08200
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt066506
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0150003
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01396
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0217905
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0217905
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt08200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08200
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0141771
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0150003
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt093868
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt093868
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt034470
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034470
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt066506
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt079939
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0514001
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01396
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01396
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01396
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0150003
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0141771
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0150003
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt032373
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt032373
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt032373
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt032373
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt03525
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03525
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03525
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0185869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt044098
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0137966
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt044098
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0137966
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0185869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0217905
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt044098
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt044098
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt044098
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0363998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0150003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0150003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0514001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SCHWAB INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0150003
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0150003
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt079939
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02632962
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02553023
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02632962
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0204780
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0204780
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0204780
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0206751
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01971
IRS990PF/DistributableAmountGrp/TotalTaxAmt01971
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01971
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01971
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01971
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01971
IRS990PF/FMVAssetsEOYAmt04472324
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02553023
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02632962
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01478027
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01679140
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01798345
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0919259
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0910779
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02604948
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt032453
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt025988
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0188190
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt069031
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt069031
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02585476
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02658950
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04472324
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt032453
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt025988
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02585476
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02658950
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02553023
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02632962
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04197995
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0128611
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04069384
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt062970
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0206751
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04135025
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04197995
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 STOElZEL
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0137966
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0137966
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/AddressLine1Txt02009 MONTANA AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EL PASO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd079903
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/Amt013168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt614265
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt739000
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/GrantOrContributionPurposeTxt7SUPPORT DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DISTRIB TO ELIIGIBLE CHAR ORGTR
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 INFIRM
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/AddressLine1Txt72009 MONTANA AVE
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/CityNm7EL PASO
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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/ZIPCd779903
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt093868
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/AppliedToCurrentYearAmt0137966
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0204780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt066814
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0128840
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0126110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0103757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0104524
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt066814
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt037710
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0358707
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0128840
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0126110
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0103757
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0137966
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0396417
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0463231
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt032373
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MGT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt032373
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt032373
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032373
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02898
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1627
TaxesSchedule/TaxesDetail/Amt02898
TaxesSchedule/TaxesDetail/Amt1627
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02898
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1627
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02898
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1627
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALLY STOEZEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSINA PATTERSON TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WALLY STOELZEL TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0ROSI
ReturnHeader/Filer/EIN0856107055
ReturnHeader/Filer/PhoneNum09155937070
ReturnHeader/Filer/USAddress/AddressLine1Txt02009 MONTANA AVE
ReturnHeader/Filer/USAddress/CityNm0EL PASO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079903
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742779286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James L Ellis CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02009 Montana Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Paso
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079903
ReturnHeader/PreparerPersonGrp/PhoneNum09155937070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James L Ellis
ReturnHeader/ReturnTs02022-11-04T07:38:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOEZEL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,658,950
Liabilities
$25,988
Net assets
$2,632,962
Revenue
$217,905
Expenses
$137,966
Net income
$79,939
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