Civic Intelligence

Sma Foundation Inc.

EIN 54-1442734 • 501(c)3 • Staunton, VA

Pub. 78 Eligible

Profile

Support of military school education and preservation of history of staunton military academy

PO Box 958Staunton, VA 24402

www.sma-alumni.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.01x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

7th percentile

-51%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

29th percentile

-4.3%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$651,518

Down $61,222 (-8.6%) from 2024

Liabilities

Down

$886

Down $274 (-24%) from 2024

Net Assets

Down

$650,632

Down $60,948 (-8.6%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin7th percentile

Revenue

Down

$116,158

Down $12,289 (-9.6%) from 2024

Expenses

Up

$174,919

Up $38,634 (+28%) from 2024

Net Income

Down

-$58,761

Down $50,923 (-650%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $243,100Liabilities 2010: $1,243Net Assets 2010: $241,8572010Assets 2011: $256,834Net Assets 2011: $256,8342011Assets 2012: $316,761Net Assets 2012: $316,7612012Assets 2013: $384,439Net Assets 2013: $384,4392013Assets 2014: $437,349Net Assets 2014: $437,3492014Assets 2015: $460,368Liabilities 2015: $380Net Assets 2015: $459,9882015Assets 2016: $471,400Liabilities 2016: $1,224Net Assets 2016: $470,1762016Assets 2017: $586,207Liabilities 2017: $1,076Net Assets 2017: $585,1312017Assets 2018: $618,942Liabilities 2018: $1,099Net Assets 2018: $617,8432018Assets 2019: $610,754Liabilities 2019: $1,237Net Assets 2019: $609,5172019Assets 2020: $625,493Liabilities 2020: $1,113Net Assets 2020: $624,3802020Assets 2021: $695,142Liabilities 2021: $969Net Assets 2021: $694,1732021Assets 2022: $734,347Liabilities 2022: $566Net Assets 2022: $733,7812022Assets 2023: $711,523Liabilities 2023: $1,389Net Assets 2023: $710,1342023Assets 2024: $712,740Liabilities 2024: $1,160Net Assets 2024: $711,5802024Assets 2025: $651,518Liabilities 2025: $886Net Assets 2025: $650,6322025

Highlighted filing

2025

Assets$651,518
Liabilities$886
Net Assets$650,632
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2010: $49,858Expenses 2010: $45,966Net Income 2010: $3,8922010Revenue 2011: $83,997Expenses 2011: $84,402Net Income 2011: -$4052011Revenue 2012: $93,627Expenses 2012: $35,013Net Income 2012: $58,6142012Revenue 2013: $118,371Expenses 2013: $49,475Net Income 2013: $68,8962013Revenue 2014: $91,653Expenses 2014: $57,487Net Income 2014: $34,1662014Revenue 2015: $133,887Expenses 2015: $93,824Net Income 2015: $40,0632015Revenue 2016: $113,564Expenses 2016: $95,945Net Income 2016: $17,6192016Revenue 2017: $181,433Expenses 2017: $108,175Net Income 2017: $73,2582017Revenue 2018: $98,190Expenses 2018: $99,580Net Income 2018: -$1,3902018Revenue 2019: $103,134Expenses 2019: $95,187Net Income 2019: $7,9472019Revenue 2020: $103,868Expenses 2020: $89,005Net Income 2020: $14,8632020Revenue 2021: $148,633Expenses 2021: $78,840Net Income 2021: $69,7932021Revenue 2022: $122,814Expenses 2022: $83,206Net Income 2022: $39,6082022Revenue 2023: $169,916Expenses 2023: $168,114Net Income 2023: $1,8022023Revenue 2024: $128,447Expenses 2024: $136,285Net Income 2024: -$7,8382024Revenue 2025: $116,158Expenses 2025: $174,919Net Income 2025: -$58,7612025

Highlighted filing

2025

Revenue$116,158
Expenses$174,919
Net Income-$58,761
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$651,518
Liabilities
$886
Net assets
$650,632
Revenue
$116,158
Expenses
$174,919
Net income
-$58,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.52$0.01$6.51$1.16$1.75$0.59
2024Detailed filing. Detailed filing data is available for this year.$7.13$0.01$7.12$1.28$1.36$0.08
2023Detailed filing. Detailed filing data is available for this year.$7.12$0.01$7.10$1.70$1.68$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.34$0.01$7.34$1.23$0.83$0.40
2021Detailed filing. Detailed filing data is available for this year.$6.95$0.01$6.94$1.49$0.79$0.70
2020Detailed filing. Detailed filing data is available for this year.$6.25$0.01$6.24$1.04$0.89$0.15
2019Detailed filing. Detailed filing data is available for this year.$6.11$0.01$6.10$1.03$0.95$0.08
2018Detailed filing. Detailed filing data is available for this year.$6.19$0.01$6.18$0.98$1.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.86$0.01$5.85$1.81$1.08$0.73
2016Detailed filing. Detailed filing data is available for this year.$4.71$0.01$4.70$1.14$0.96$0.18
2015Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$1.34$0.94$0.40
2014Detailed filing. Detailed filing data is available for this year.$4.37$4.37$0.92$0.57$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.84$3.84$1.18$0.49$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$3.17$0.94$0.35$0.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$2.57$0.84$0.84$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.01$2.42$0.50$0.46$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Nov 13, 2025
Return Version
2024v5.0
Gross Receipts
$139,173
Mission and Program Overview

Mission

Support of military school education and preservation of history of staunton military academy

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$396,118$560,095▲ $163,977
Savings and Temporary Cash Investments$236,136$75,601▼ $160,535
Inventories for Sale or Use$6,556$6,930▲ $374
Cash and Non-Interest-Bearing Accounts$70,181$5,759▼ $64,422
Land, Buildings, and Equipment, Net$3,481$2,865▼ $616
Other Notes and Loans Receivable, Net$268$268→ $0
Total Assets$712,740$651,518▼ $61,222
Liabilities
Other Liabilities$1,160$886▼ $274
Total Liabilities$1,160$886▼ $274
Net Assets / Fund Balance
Net Assets With Donor Restrictions$559,585$364,333▼ $195,252
Net Assets Without Donor Restrictions$151,995$286,299▲ $134,304
Total Net Assets Fund Balance$711,580$650,632▼ $60,948
Total Liabilities and Net Assets / Fund Balance$712,740$651,518▼ $61,222

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,865$237,744$240,609
Equipment-$38,285$38,285
Other Land Buildings-$1,833$1,833
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David ShipulaPresident
Alfred RossyDirector
Anthony J ShipulaDirector
Burdette W HolmesDirector
Dominick a DalboDirector
Edmund P LeighDirector
Edmund a SmithDirector
Eugune K EhmannDirector
Joseph a Frank JrDirector
Warren HuttonDirector
William K BissettDirector
Timothy R ScheelSecretary
Peter BirckheadTreasurer
Mark J OrrVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$83,996
Program Service Revenue
$0
Investment Income
$27,839
Other Revenue
$4,323
All Other Contributions
$83,996
Change in Net Assets
$-58,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$76,500
Salaries, Compensation, and Employee Benefits$49,494
Other Expenses$48,925
Total Fundraising Expense$2,390
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$69,000--$69,000
Other Salaries and Wages$22,981$22,981-$45,962
All Other Expenses$943$7,641$2,390$10,974
Grants to Domestic Individuals$7,500--$7,500
Fees for Services Accounting-$4,311-$4,311
Payroll Taxes$1,766$1,766-$3,532
Other Expenses$3,452$8,933-$3,452
Depreciation Depletion$616--$616
Total Functional Expenses$113,371$59,158$2,390$174,919
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vwil Mary Baldin UniversityStaunton, VA3Scholarships$69,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,000
Fundraising Direct Expenses$19,501
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Reunion/raffle$24,000$24,000$19,501$4,499
Total Events$24,000$24,000$19,501$4,499
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fica Payable$510
Federal Taxes W/h Payable$236
State Taxes W/h Payable$135
State Unemployment Payable$5
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Sma Foundation Inc
EIN
54-1442734
Phone
5408851309
Address
PO BOX 958, STAUNTON, VA 24402

Signing Officer

Name
Peter Birckhead
Title
Treasurer
Phone
5408851309
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Shipula
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
1

Preparer

Firm
White Withers Masincup & Cannaday Pc
Address
PO BOX 1048, STAUNTON, VA 24402-1048
Preparer
Robert W Masincup
Phone
5408858123
Raw XML AppendixShowing 400 of 447 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.

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IRS990/OtherExpensesGrp/Desc2SMA/VWIL MUSEUM EXPENSE
IRS990/OtherExpensesGrp/Desc3PRINTING - NEWSLETTER
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2STATE TAXES W/H PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3STATE UNEMPLOYMENT PAYABLE
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VWIL MARY BALDIN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0VA WOMEN'S LEASDERSHIP INSTITURE
IRS990ScheduleI/RecipientTable/RecipientEIN0540506319
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0318 PROSPECT ST
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES ASSISTANCE IN THE FORM OF TWO SCHOLARSHIP PROGRAMS FOR TWO GROUPS OF STUDENTS. FIRST IT PROVIDES A GRANT TO MARY BALDWIN UNIVERSITY (MBU) IN STAUNTON, VA. THAT SCHOOL THEN SELECTS AND AWARDS SHOLARSHIPS TO QUALIFYING STUDENTS ATTENDING ITS VIRGINIA WOMEN'S INSTITUE FOR LEADERSHIP PROGRAM. WHILE MBU MAY PROVIDE INFORMATION TO THE ORGANIZATION REGARDING RECIPIENTS, SMA FDTN DOES NOT PARTICIPATE IN THE SELECTION OR PERFORM ANY FURTHER MONITORING OF MBU OR THE RECIPIENTS. THE SECOND CONSISTS OF INDIVIDUAL SCHOLARSHIPS AWARDED DIRECTLY TO STUDENTS ATTENDING ANY ACCREDITED 2 OR 4 YEAR PROGRAM OF HIGHER LEARNING. THE FOUNDATION HAS AN APPLICATION PROCESS AND CONDUCTS THE SELECTION OF THE AWARD RECIPIENTS. WHILE THERE IS NO DIRECT MONITORING OF THE STUDENT'S EDUCATION, STUDENTS ARE ALLOWED TO APPLY FOR SUBEQUENT YEARS IN WHICH CASE THEY MUST SUBMIT A TRANSCRIPT SHOWING AT LEAST A B AVERAGE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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