Civic Intelligence

Sms Research Foundation Inc

990 • Fiscal year 2024 • EIN 27-2906662

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 19, 2025

PO Box 661Georgetown, CT 06829

(203) 293-8113

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

98th percentile

$100,000

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 37.4% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

28th percentile

-15%

Faster asset growth than 28% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-4.8%

Faster revenue growth than 40% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$353,248

Down $61,108 (-15%) from 2023

Net Assets

Down

$348,372

Down $57,509 (-14%) from 2023

Liabilities

Down

$4,876

Down $3,599 (-42%) from 2023

Revenue

Down

$267,378

Down $13,339 (-4.8%) from 2023

Expenses

Up

$324,887

Up $86,090 (+36%) from 2023

Net Income

Down

-$57,509

Down $99,429 (-237%) from 2023

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

2024

Assets$353,248
Liabilities$4,876
Net Assets$348,372

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

2024

Revenue$267,378
Expenses$324,887
Net Income-$57,509
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 19, 2025
Return Version
2024v5.0
Gross Receipts
$267,378
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$235,901$248,306▲ $12,405
Cash and Non-Interest-Bearing Accounts$178,455$104,942▼ $73,513
Total Assets$414,356$353,248▼ $61,108
Liabilities
Other Liabilities$8,475$4,876▼ $3,599
Total Liabilities$8,475$4,876▼ $3,599
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$405,881$348,372▼ $57,509
Total Net Assets Fund Balance$405,881$348,372▼ $57,509
Total Liabilities and Net Assets / Fund Balance$414,356$353,248▼ $61,108

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$13,913$13,913
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Angela WeaverBoard MemberFT$100,000$100,000

Board Members and Trustees

NameTitle
Jennifer IannuzziPresident
Jennifer SauerBoard Member
Jeremie Hains-pouliotBoard Member
Michael KingstonBoard Member
Steven TanenbaumBoard Member
Jonathan MillerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$254,973
Program Service Revenue
$0
Investment Income
$12,405
Other Revenue
$0
All Other Contributions
$127,680
Change in Net Assets
$-57,509
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$162,000
Salaries, Compensation, and Employee Benefits$126,704
Other Expenses$36,183
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$162,000--$162,000
Other Salaries and Wages-$117,700-$117,700
Payroll Taxes-$9,004-$9,004
Information Technology-$8,070-$8,070
Travel-$6,996-$6,996
Office Expenses-$6,858-$6,858
Advertising-$6,242-$6,242
Fees for Services Other-$3,650-$3,650
Fees for Services Accounting-$3,155-$3,155
Insurance-$1,212-$1,212
Total Functional Expenses$162,000$162,887$0$324,887
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2024 Virtual Wa$65,243---
2024 End of Yea$49,392---
Total Events$127,293---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Angela WeaverBoard MemberWagesNo$100,000
Jennifer IannuzziBoard MemberDonationNo$10,211
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liability$2,717
Credit Card Payable$2,009
Refund Due$150
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

The form 990 and all related financial and policy information are made available to the public upon written request.

Form 990, Page 6, Part VI, Line 11B

A draft of the prepared form 990 is sent to each of the officers for their review.

Form 990, Page 6, Part VI, Line 19

Steven tanenbaum po box 661 georgetown, ct 06829 203-293-8113

Filing and Contact Details

Filer

Filer Name
Sms Research Foundation Inc
EIN
27-2906662
Phone
2032938113
Address
PO BOX 661, GEORGETOWN, CT 06829

Signing Officer

Name
Steven Tanenbaum
Title
Board Member & CFO
Phone
2035444418
Signed
2025-09-19

Organization Details

Principal Officer
Steven Tanenbaum
Formed
2010
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
6
Employees
3

Preparer

Firm
Palermo Pulcini & Beetz Pa
Address
10400 GRIFFIN RD STE 208, COOPER CITY, FL 33328
Preparer
Massimo Pulcini CPA
Phone
9545337800
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1ANGELA WEAVER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt010211
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1100000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0DONATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1WAGES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 AND ALL RELATED FINANCIAL AND POLICY INFORMATION ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE PREPARED FORM 990 IS SENT TO EACH OF THE OFFICERS FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STEVEN TANENBAUM PO BOX 661 GEORGETOWN, CT 06829 203-293-8113
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0414356
IRS990/TotalAssetsEOYAmt0353248
IRS990/TotalAssetsGrp/BOYAmt0414356
IRS990/TotalAssetsGrp/EOYAmt0353248
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IRS990/TotalContributionsAmt0254973
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0162887
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0162000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0324887
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08475
IRS990/TotalLiabilitiesEOYAmt04876
IRS990/TotalLiabilitiesGrp/BOYAmt08475
IRS990/TotalLiabilitiesGrp/EOYAmt04876
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0405881
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0348372
IRS990/TotalProgramServiceExpensesAmt0162000
IRS990/TotalReportableCompFromOrgAmt0100000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012405
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0267378
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0414356
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0353248
IRS990/TravelGrp/ManagementAndGeneralAmt06996
IRS990/TravelGrp/TotalAmt06996
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0GEORGETOWN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006829
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IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.SMSRESEARCHFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN TANENBAUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER & CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02035444418
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMS RESEARCH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SMSR
ReturnHeader/Filer/EIN0272906662
ReturnHeader/Filer/PhoneNum02032938113
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 661
ReturnHeader/Filer/USAddress/CityNm0GEORGETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006829
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0851131464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PALERMO PULCINI & BEETZ PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010400 GRIFFIN RD STE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COOPER CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033328
ReturnHeader/PreparerPersonGrp/PhoneNum09545337800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MASSIMO PULCINI CPA
ReturnHeader/ReturnTs02025-09-22T17:06:30-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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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