Civic Intelligence

Sms Research Foundation Inc

990EZ • Fiscal year 2014 • EIN 27-2906662

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 29, 2015

18620 SW 39th StreetMiramar, FL 33029

(954) 450-5445

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

84th percentile

49%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

73%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$166,438

Up $54,794 (+49%) from 2013

Net Assets

Up

$165,666

Up $54,366 (+49%) from 2013

Liabilities

Up

$772

Up $428 (+124%) from 2013

Revenue

Up

$165,361

Up $69,937 (+73%) from 2013

Expenses

Down

$110,995

Down $198 (-0.2%) from 2013

Net Income

Up

$54,366

Up $70,135 (+445%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $127,069Net Assets 2012: $127,0692012Assets 2013: $111,644Liabilities 2013: $344Net Assets 2013: $111,3002013Assets 2014: $166,438Liabilities 2014: $772Net Assets 2014: $165,6662014Assets 2015: $275,085Liabilities 2015: $1,236Net Assets 2015: $273,8492015Assets 2016: $311,888Liabilities 2016: $589Net Assets 2016: $311,2992016Assets 2018: $479,123Liabilities 2018: $1,593Net Assets 2018: $477,5302018Assets 2019: $574,956Liabilities 2019: $343Net Assets 2019: $574,6132019Assets 2020: $521,371Liabilities 2020: $2,473Net Assets 2020: $518,8982020Assets 2021: $329,117Liabilities 2021: $1,813Net Assets 2021: $327,3042021Assets 2022: $364,669Liabilities 2022: $708Net Assets 2022: $363,9612022Assets 2023: $414,356Liabilities 2023: $8,475Net Assets 2023: $405,8812023Assets 2024: $353,248Liabilities 2024: $4,876Net Assets 2024: $348,3722024

Highlighted filing

2014

Assets$166,438
Liabilities$772
Net Assets$165,666

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $90,478Expenses 2012: $60,600Net Income 2012: $29,8782012Revenue 2013: $95,424Expenses 2013: $111,193Net Income 2013: -$15,7692013Revenue 2014: $165,361Expenses 2014: $110,995Net Income 2014: $54,3662014Revenue 2015: $225,547Expenses 2015: $117,364Net Income 2015: $108,1832015Revenue 2016: $264,425Expenses 2016: $226,975Net Income 2016: $37,4502016Revenue 2018: $188,927Expenses 2018: $161,286Net Income 2018: $27,6412018Revenue 2019: $471,753Expenses 2019: $374,670Net Income 2019: $97,0832019Revenue 2020: $401,061Expenses 2020: $456,776Net Income 2020: -$55,7152020Revenue 2021: $255,944Expenses 2021: $447,538Net Income 2021: -$191,5942021Revenue 2022: $268,855Expenses 2022: $232,199Net Income 2022: $36,6562022Revenue 2023: $280,717Expenses 2023: $238,797Net Income 2023: $41,9202023Revenue 2024: $267,378Expenses 2024: $324,887Net Income 2024: -$57,5092024

Highlighted filing

2014

Revenue$165,361
Expenses$110,995
Net Income$54,366
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 29, 2015
Return Version
2014v5.0
Gross Receipts
$175,083
Mission and Program Overview

Mission

To support research to improve knowledge and understanding of smith-magenis syndrome so that viable therapeutic options can be developed in order to improve the quality of life for those with smith-magenis syndrome.

Program Services

DescriptionGrantsExpenses
EXPENSES WERE INCURRED IN RAISING FUNDS TO BE USED FOR MEDICAL RESEARCH GRANTS.$20,716$100,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA LONGMANPresidentPT$0--
DANIEL LONGMANCFOPT$0--
JENNIFER IANNUZZIVice PresidentPT$0--
CHRISTOPHER IANNUZZIDirectorPT$0--
PAUL DIAMONDDirectorPT$0--
SUSAN DIAMONDDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
La Walk CA$36,626$36,626$3,174$33,452
2014 Sienna Night Fl$30,946$30,946$3,758$27,188
Total Events$94,834$94,834$8,315$86,519
Filing and Contact Details

Filer

Filer Name
Sms Research Foundation Inc
EIN
27-2906662
Phone
9544505445
Address
18620 SW 39TH STREET, MIRAMAR, FL 33029

Signing Officer

Name
Daniel Longman
Title
CFO
Signed
2015-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Charles W Yeagley CPA
Address
1401 Launer Drive, La Habra, CA 90631-2756
Preparer
Charles W Yeagley CPA
Phone
5626971147
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: MEDICAL RESEARCH | Donee's Name: BAYLOR COLLEGE OF MEDICINE | Donee's Address: P.O. BOX 201361 HOUSTON, TX 77216 | Relationship of Donee: NONE | Cash Amount Given: $100000

Other Expenses.1001

Advertising and Promotion $1407

Other Expenses.1005

Travel $4166

Other Expenses.1009

Depreciation $1691

Other Expenses.1012

Insurance $368

Other Expenses.1

EVENT EXPENSES CT $1103

Other Expenses.2

EVENT EXPENSES FL $820

Other Expenses.4

Credit card processing fee $233

Other Expenses.5

REGISTRATION FEES $186

Other Expenses.6

WEBSITE FEES $144

Other Expenses.7

BANK CHARGES $18

Other Assets.1003

Machinery and Equipment - Beginning $525 Machinery and Equipment - Ending $6239

Total Liabilities.1

CREDIT CARD LIABILITIES - Beginning $344 CREDIT CARD LIABILITIES - Ending $772

Raw XML Appendix190 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIRAMAR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111300
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0165666
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111300
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA LONGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL LONGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER IANNUZZI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTOPHER IANNUZZI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAUL DIAMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN DIAMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0525
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06239
IRS990EZ/OtherExpensesTotalAmt010136
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT RESEARCH TO IMPROVE KNOWLEDGE AND UNDERSTANDING OF SMITH-MAGENIS SYNDROME SO THAT VIABLE THERAPEUTIC OPTIONS CAN BE DEVELOPED IN ORDER TO IMPROVE THE QUALITY OF LIFE FOR THOSE WITH SMITH-MAGENIS SYNDROME.
IRS990EZ/PrintingPublicationsPostageAmt0659
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPENSES WERE INCURRED IN RAISING FUNDS TO BE USED FOR MEDICAL RESEARCH GRANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020716
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09722
IRS990EZ/SpecialEventsNetIncomeLossAmt089717
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0344
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0772
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0110995
IRS990EZ/TotalProgramServiceExpensesAmt020716
IRS990EZ/TotalRevenueAmt0165361
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.smsresearchfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0175083
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0101218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt099753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0108252
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt056718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0541024
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0541024
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0175083
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0101218
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt099753
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0108252
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt056718
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0541024
IRS990ScheduleA/TotalSupportAmt0541024
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08315
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LA WALK CA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm02014 SIENNA NIGHT FL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt030946
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027262
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt094834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt030946
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt027262
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt094834
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt086519
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01383
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08315
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03174
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03758
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: MEDICAL RESEARCH | Donee's Name: BAYLOR COLLEGE OF MEDICINE | Donee's Address: P.O. BOX 201361 HOUSTON, TX 77216 | Relationship of Donee: NONE | Cash Amount Given: $100000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $1407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $4166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $1691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EVENT EXPENSES CT $1103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EVENT EXPENSES FL $820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CREDIT CARD PROCESSING FEE $233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REGISTRATION FEES $186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEBSITE FEES $144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK CHARGES $18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Machinery and Equipment - Beginning $525 Machinery and Equipment - Ending $6239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CREDIT CARD LIABILITIES - Beginning $344 CREDIT CARD LIABILITIES - Ending $772
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL LONGMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMS RESEARCH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SMSR
ReturnHeader/Filer/EIN0272906662
ReturnHeader/Filer/PhoneNum09544505445
ReturnHeader/Filer/USAddress/AddressLine1Txt018620 SW 39TH STREET
ReturnHeader/Filer/USAddress/CityNm0MIRAMAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Charles W Yeagley CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01401 Launer Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Habra
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0906312756
ReturnHeader/PreparerPersonGrp/PhoneNum05626971147
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles W Yeagley CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-29T09:50:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.05$3.48$2.67$3.25$0.58
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.08$4.06$2.81$2.39$0.42
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.01$3.64$2.69$2.32$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.02$3.27$2.56$4.48$1.92
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.02$5.19$4.01$4.57$0.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.75$0.00$5.75$4.72$3.75$0.97
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.02$4.78$1.89$1.61$0.28
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.01$3.11$2.64$2.27$0.37
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.01$2.74$2.26$1.17$1.08
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.01$1.66$1.65$1.11$0.54
2013Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.11$0.95$1.11$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$1.27$0.90$0.61$0.30