Civic Intelligence

Tuw Jane Decker Asmis

990PF • Fiscal year 2019 • EIN 52-6956677

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 30, 2020

Organization Profile
130 Leaping Powder RoadSanta Fe, NM 87508-5962

(410) 576-3278

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

4th percentile

-140%

Higher net margin than 4% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

50th percentile

2.0%

Faster asset growth than 50% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

9.1%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$678,903

Up $13,082 (+2.0%) from 2018

Net Assets

Up

$678,903

Up $13,082 (+2.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin4th percentile

Revenue

Up

$35,770

Up $2,992 (+9.1%) from 2018

Expenses

Up

$85,763

Up $3,782 (+4.6%) from 2018

Net Income

Down

-$49,993

Down $790 (-1.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$1.0M$500K$0Assets 2011: $883,251Liabilities 2011: $02011Assets 2012: $868,357Liabilities 2012: $02012Assets 2013: $849,902Liabilities 2013: $02013Assets 2014: $828,779Liabilities 2014: $12014Assets 2015: $721,508Liabilities 2015: $0Net Assets 2015: $721,5082015Assets 2016: $778,138Liabilities 2016: $0Net Assets 2016: $778,1382016Assets 2017: $675,079Liabilities 2017: $0Net Assets 2017: $675,0792017Assets 2018: $665,821Liabilities 2018: $0Net Assets 2018: $665,8212018Assets 2019: $678,903Liabilities 2019: $0Net Assets 2019: $678,9032019Assets 2020: $699,003Liabilities 2020: $0Net Assets 2020: $699,0032020Assets 2021: $721,423Liabilities 2021: $12021Assets 2022: $725,567Liabilities 2022: $0Net Assets 2022: $725,5672022

Highlighted filing

2019

Assets$678,903
Liabilities$0
Net Assets$678,903
Open 2019 Filing

Operations Trend

Revenue Growth61st percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $40,675Expenses 2011: $55,923Net Income 2011: -$15,2482011Revenue 2012: $42,138Expenses 2012: $57,032Net Income 2012: -$14,8942012Revenue 2013: $37,768Expenses 2013: $56,223Net Income 2013: -$18,4552013Revenue 2014: $35,835Expenses 2014: $56,958Net Income 2014: -$21,1232014Revenue 2015: $37,808Expenses 2015: $145,079Net Income 2015: -$107,2712015Revenue 2016: $71,690Expenses 2016: $15,060Net Income 2016: $56,6302016Revenue 2017: $34,436Expenses 2017: $136,689Net Income 2017: -$102,2532017Revenue 2018: $32,778Expenses 2018: $81,981Net Income 2018: -$49,2032018Revenue 2019: $35,770Expenses 2019: $85,763Net Income 2019: -$49,9932019Revenue 2020: $37,482Expenses 2020: $17,368Net Income 2020: $20,1142020Revenue 2021: $57,007Expenses 2021: $182,253Net Income 2021: -$125,2462021Revenue 2022: $36,366Expenses 2022: $101,282Net Income 2022: -$64,9162022

Highlighted filing

2019

Revenue$35,770
Expenses$85,763
Net Income-$49,993
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 30, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELENE V ASMISTrustee-$0--
PATRICIA S LEVITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Tuw Jane Decker Asmis
EIN
52-6956677
Phone
4105763278
Address
130 LEAPING POWDER ROAD, SANTA FE, NM 87508-5962

Signing Officer

Name
Helene V Asmis
Title
Trustee
Phone
4105763278
Signed
2020-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Sc&h Financial Advisors Inc
Address
910 RIDGEBROOK ROAD, SPARKS, MD 21152
Preparer
Amanda W Wilhelm
Phone
4104031500
Raw XML Appendix325 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPERATION FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01338
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0UBS FINANCIAL SERVICES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0166752
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0167921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0421523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01236405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UBS FINANCIAL SERVICES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt034062
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt035770
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01338
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01338
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02675
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01708
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04995
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01708
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt013683
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013850
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt085763
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt035770
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt035770
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01338
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt015021
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02654
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31708
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FNR 2011-53 CY 4% DUE 06/25/41 FACTOR 0.086930400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GNMA PL 003052M 06.0000 DUE 03/20/31 FACTOR 0.005731600000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FHR 3306 PE 05.5000 DUE 04/15/37 FACTOR 0.192716670000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01708
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-49993
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt034
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt063109
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0678937
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0665821
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0678903
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt069929
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt069929
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt069929
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt070344
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0415
IRS990PF/DistributableAmountGrp/TotalTaxAmt0415
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0241
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/FMVAssetsEOYAmt01494954
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0166392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0166752
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-151416
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-138334
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt073561
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt090628
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0665821
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0678903
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01494954
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0665821
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0665821
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01428311
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt079251
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01349060
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021425
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01406886
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01428311
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HELENE V ASMIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PATRICIA S LEVI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1130 LEAPING POWDER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA FE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA FE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NM
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HELENE V ASMIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0130 LEAPING POWDER ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA FE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd087508
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04105763278
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt069238
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LEASMIS LEGACY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0130 LEAPING POWDER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA FE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd087508
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt069238
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt069929
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt069929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02693
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0647
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0912
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01134
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070576
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0647
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02693
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02046
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt034
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013682
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013849
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
OtherIncreasesSchedule/OtherIncreasesDetail/Amt063109
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV TO BOOK DIFFERENCE OF STOCK DONATION
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HELENE V ASMIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04105763278
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUW JANE DECKER ASMIS
ReturnHeader/Filer/BusinessNameControlTxt0ASMI
ReturnHeader/Filer/EIN0526956677
ReturnHeader/Filer/PhoneNum04105763278
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 LEAPING POWDER ROAD
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd0875085962
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522137226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SC&H FINANCIAL ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0910 RIDGEBROOK ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPARKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021152
ReturnHeader/PreparerPersonGrp/PhoneNum04104031500
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA W WILHELM
ReturnHeader/ReturnTs02020-05-26T14:18:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$678,903
Liabilities
$0
Net assets
$678,903
Revenue
$35,770
Expenses
$85,763
Net income
-$49,993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.26$0.00$7.26$0.36$1.01$0.65
2021Summary only. Only limited summary data is available for this year.$7.21$0.00$0.57$1.82$1.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$0.00$6.99$0.37$0.17$0.20
2019Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.36$0.86$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.66$0.00$6.66$0.33$0.82$0.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$0.00$6.75$0.34$1.37$1.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.78$0.00$7.78$0.72$0.15$0.57
2015Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.38$1.45$1.07
2014Summary only. Only limited summary data is available for this year.$8.29$0.00$0.36$0.57$0.21
2013Summary only. Only limited summary data is available for this year.$8.50$0.00$0.38$0.56$0.18
2012Summary only. Only limited summary data is available for this year.$8.68$0.00$0.42$0.57$0.15
2011Summary only. Only limited summary data is available for this year.$8.83$0.00$0.41$0.56$0.15