Civic Intelligence

Sma Foundation

990EZ • Fiscal year 2012 • EIN 74-2954702

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Organization Profilewww.southwestmovers.org
700 East 11th Street78701
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.02x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

86th percentile

0.21x

Higher debt load relative to revenue than 86% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

61st percentile

7.4%

Faster asset growth than 61% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$150,678

Up $10,386 (+7.4%) from 2011

Net Assets

$147,763

No earlier filing loaded for comparison.

Liabilities

Up

$2,915

Up $1,862 (+177%) from 2011

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin94th percentile

Revenue

Up

$14,114

Up $3,913 (+38%) from 2011

Expenses

Down

$5,590

Down $6,087 (-52%) from 2011

Net Income

Up

$8,524

Up $10,000 (+678%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$400K$300K$200K$100K$0Assets 2011: $140,292Liabilities 2011: $1,0532011Assets 2012: $150,678Liabilities 2012: $2,915Net Assets 2012: $147,7632012Assets 2013: $145,077Liabilities 2013: $1,703Net Assets 2013: $143,3742013Assets 2014: $145,197Liabilities 2014: $1,829Net Assets 2014: $143,3682014Assets 2015: $144,574Liabilities 2015: $2,580Net Assets 2015: $141,9942015Assets 2016: $196,887Liabilities 2016: $2,334Net Assets 2016: $194,5532016Assets 2017: $226,223Liabilities 2017: $5,788Net Assets 2017: $220,4352017Assets 2018: $225,715Liabilities 2018: $0Net Assets 2018: $225,7152018Assets 2019: $266,313Liabilities 2019: $662Net Assets 2019: $265,6512019Assets 2020: $293,801Liabilities 2020: $1,112Net Assets 2020: $292,6892020Assets 2021: $358,794Liabilities 2021: $14,189Net Assets 2021: $344,6052021Assets 2022: $239,571Liabilities 2022: $5,575Net Assets 2022: $233,9962022Assets 2023: $295,271Liabilities 2023: $12,490Net Assets 2023: $282,7812023Assets 2024: $340,607Liabilities 2024: $6,122Net Assets 2024: $334,4852024

Highlighted filing

2012

Assets$150,678
Liabilities$2,915
Net Assets$147,763
Open 2012 Filing

Operations Trend

Revenue Growth82nd percentile

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

$100K$50K$0-$50KRevenue 2011: $10,201Expenses 2011: $11,677Net Income 2011: -$1,4762011Revenue 2012: $14,114Expenses 2012: $5,590Net Income 2012: $8,5242012Revenue 2013: $14,454Expenses 2013: $17,732Net Income 2013: -$3,2782013Revenue 2014: $14,808Expenses 2014: $14,814Net Income 2014: -$62014Revenue 2015: $12,690Expenses 2015: $11,444Net Income 2015: $1,2462015Revenue 2016: $62,159Expenses 2016: $14,379Net Income 2016: $47,7802016Revenue 2017: $15,296Expenses 2017: $19,732Net Income 2017: -$4,4362017Revenue 2018: $44,291Expenses 2018: $16,781Net Income 2018: $27,5102018Revenue 2019: $20,174Expenses 2019: $14,282Net Income 2019: $5,8922019Revenue 2020: -$24,436Expenses 2020: $16,338Net Income 2020: -$40,7742020Revenue 2021: $42,496Expenses 2021: $15,392Net Income 2021: $27,1042021Revenue 2022: $30,745Expenses 2022: $30,025Net Income 2022: $7202022Revenue 2023: $11,693Expenses 2023: $25,600Net Income 2023: -$13,9072023Revenue 2024: $33,651Expenses 2024: $33,050Net Income 2024: $6012024

Highlighted filing

2012

Revenue$14,114
Expenses$5,590
Net Income$8,524
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

Dispense scholarships & conduct educational activities.

Filing and Contact Details

Filer

EIN
74-2954702
Raw XML Appendix184 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
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0139711
IRS990EZ/CashSavingsAndInvestments/EOY0142406
IRS990EZ/ContributionsGiftsGrantsEtc01898
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear08524
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome012376
IRS990EZ/GainOrLossFromSaleOfAssets00
IRS990EZ/GamingGrossIncome00
IRS990EZ/GrantsAndSimilarAmountsPaid05000
IRS990EZ/GroProfitLossSalesOfInventory00
IRS990EZ/GrossReceipts015661
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InvestmentIncome01387
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues00
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY0139239
IRS990EZ/NetAssetsOrFundBalancesBOY0139239
IRS990EZ/NetAssetsOrFundBalances/EOY0147763
IRS990EZ/NetAssetsOrFundBalancesEOY0147763
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition71.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition81.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition91.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0BILL ANDIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JOHN HART
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DAVID BASCH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3RONNIE BELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4PAT CROCKER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5JOYCE FOSTER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6LANA KEATING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7TRACI MCCULLAH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8CHRIS MOUCKA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9APRIL SURRATT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Chairman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Vice-Chairman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Committee Member
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Committee Member
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Committee Member
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Committee Member
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Committee Member
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7Committee Member
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8Committee Member
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9Committee Member
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY0581
IRS990EZ/OtherAssetsTotal/EOY08272
IRS990EZ/OtherExpensesTotal0590
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Dispense scholarships & conduct educational activities.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0The foundation funds an educational scholarship program and public relations effort for the moving industry, by investing amounts raised and holding annual fundraisers.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations05000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses05000
IRS990EZ/ProgramServiceRevenue00
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses01547
IRS990EZ/SpecialEventsNetIncomeLoss010829
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY01053
IRS990EZ/SumOfTotalLiabilities/EOY02915
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10700 EAST 11TH STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0AUSTIN
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0TX
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0787012623
IRS990EZ/TheBooksAreInCareOf/NamePerson0JESSE DOMINGUEZ
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05124782541
IRS990EZ/TotalAssets/BOY0140292
IRS990EZ/TotalAssets/EOY0150678
IRS990EZ/TotalExpenses05590
IRS990EZ/TotalProgramServiceExpenses05000
IRS990EZ/TotalRevenue014114
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0www.southwestmovers.org
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear01898
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year0750
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years01200
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years051250
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years011715
IRS990ScheduleA/GiftsGrantsContribReceived509/Total066813
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear01387
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year01405
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years01452
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0246
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years01027
IRS990ScheduleA/GrossInvestmentIncome509/Total05517
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear012376
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year011315
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years013147
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years08582
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years013045
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total058465
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear01387
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year01405
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years01452
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0246
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years01027
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total05517
IRS990ScheduleA/InvestmentIncomePercentage00.04220
IRS990ScheduleA/PriorYearSupportPercentage00.95970
IRS990ScheduleA/PriorYrInvestIncomePercentage00.04030
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.95780
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal5090125278
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear014274
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year012065
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years014347
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years059832
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years024760
IRS990ScheduleA/Total509/Total0125278
IRS990ScheduleA/TotalSupportTotal/Total0130795
IRS990ScheduleO/GeneralExplanation/Explanation0SCHOLARSHIP AWARDS GRANTS 5000.
IRS990ScheduleO/GeneralExplanation/Explanation1ADMINISTRATIVE EXPENSES 590.
IRS990ScheduleO/GeneralExplanation/Explanation2ACCOUNTS RECEIVABLE 225. 0. ACCRUED INTEREST RECEIVABLE 56. 31. RECEIVABLE FROM SOUTHWEST MOVERS ASSOCIATION 300. 8241.
IRS990ScheduleO/GeneralExplanation/Explanation3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1053. 2915.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990EZ, Part II, Line 24
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0742954702
ReturnHeader/Filer/Name/BusinessNameLine10SMA FOUNDATION
ReturnHeader/Filer/NameControl0SMAF
ReturnHeader/Filer/Phone05124760107
ReturnHeader/Filer/USAddress/AddressLine10700 EAST 11TH STREET
ReturnHeader/Filer/USAddress/City0AUSTIN
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078701
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0JOHN ESPARZA
ReturnHeader/Officer/Phone05124760107
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10RONALD W MEYER PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10401 W 15TH ST STE 850
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0AUSTIN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0787011670
ReturnHeader/Preparer/Name0RONALD W MEYER
ReturnHeader/Preparer/Phone05124764511
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-19T14:54:37-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$150,678
Liabilities
$2,915
Net assets
$147,763
Revenue
$14,114
Expenses
$5,590
Net income
$8,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.41$0.06$3.34$0.34$0.33$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.12$2.83$0.12$0.26$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.40$0.06$2.34$0.31$0.30$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.59$0.14$3.45$0.42$0.15$0.27
2020Detailed filing. Detailed filing data is available for this year.$2.94$0.01$2.93$0.24$0.16$0.41
2019Detailed filing. Detailed filing data is available for this year.$2.66$0.01$2.66$0.20$0.14$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.44$0.17$0.28
2017Detailed filing. Detailed filing data is available for this year.$2.26$0.06$2.20$0.15$0.20$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.02$1.95$0.62$0.14$0.48
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.03$1.42$0.13$0.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.02$1.43$0.15$0.15$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.02$1.43$0.14$0.18$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.03$1.48$0.14$0.06$0.09
2011Summary only. Only limited summary data is available for this year.$1.40$0.01$0.10$0.12$0.01