Civic Intelligence

Sma Foundation

990EZ • Fiscal year 2016 • EIN 74-2954702

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 20, 2017

Organization Profilewww.southwestmovers.org
700 East 11th StreetAustin, TX 78701

(512) 476-0107

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

390%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$196,887

Up $52,313 (+36%) from 2015

Net Assets

Up

$194,553

Up $52,559 (+37%) from 2015

Liabilities

Down

$2,334

Down $246 (-9.5%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin96th percentile

Revenue

Up

$62,159

Up $49,469 (+390%) from 2015

Expenses

Up

$14,379

Up $2,935 (+26%) from 2015

Net Income

Up

$47,780

Up $46,534 (+3735%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2016

Assets$196,887
Liabilities$2,334
Net Assets$194,553
Open 2016 Filing

Operations Trend

Revenue Growth98th 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

2016

Revenue$62,159
Expenses$14,379
Net Income$47,780
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 20, 2017
Return Version
2016v3.0
Gross Receipts
$64,218
Mission and Program Overview

Mission

Dispense scholarships & conduct educational activities.

Program Services

DescriptionGrantsExpenses
The foundation funds an educational scholarship program and public relations effort for the moving industry, by investing amounts raised and holding annual fundraisers.$13,500$13,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL ANDISCommittee Chairman-$0--
JOHN HARTVice-Chairman-$0--
FRANCEY BEALLCommittee Member-$0--
PAT CROCKERCommittee Member-$0--
JOYCE FOSTERCommittee Member-$0--
FRANCES MARXCommittee Member-$0--
TRACI MCCULLAHCommittee Member-$0--
TRAVIS MOORECommittee Member-$0--
CHRIS MOUCKACommittee Member-$0--
TRICIA SMITH-BERMUDEZCommittee Member-$0--
SEAN STRECKFUSCommittee Member-$0--
APRIL SURRATTCommittee Member-$0--
JOHN WILLISCommittee Member-$0--
Filing and Contact Details

Filer

Filer Name
SMA Foundation
EIN
74-2954702
Phone
5124760107
Address
700 East 11th Street, Austin, TX 78701

Signing Officer

Name
John Esparza
Title
President
Phone
5124760107
Signed
2017-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Ronald W Meyer PLLC
Address
401 W 15TH ST Suite 850, AUSTIN, TX 78701
Preparer
Ronald W Meyer
Phone
5124764511
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Scholarship Awards; Grants; Various recipients: , , , ; Unrelated, 13500.”

Form 990EZ, Part I, Line 16

“Administrative expenses 879.”

Form 990EZ, Part I, Line 20

“Investment gain/(loss) 4779.”

Form 990EZ, Part II, Line 24

“Accounts receivable 115. 55.”

Form 990EZ, Part II, Line 24

“Receivable from Southwest Movers Association 8365. 7812.”

Form 990EZ, Part II, Line 24

“Prepaid expense 551. 0.”

Form 990EZ, Part II, Line 26

“Accounts payable and accrued expenses 2580. 2334.”

Raw XML Appendix219 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JESSE DOMINGUEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum05124782541
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 East 11th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0787012623
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0135543
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0189020
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt053443
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt047780
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0144574
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0196887
IRS990EZ/FundraisingGrossIncomeAmt08460
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt064218
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02315
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0141994
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0194553
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0141994
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0194553
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BILL ANDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANCEY BEALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAT CROCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOYCE FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FRANCES MARX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TRACI MCCULLAH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TRAVIS MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRIS MOUCKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TRICIA SMITH-BERMUDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SEAN STRECKFUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11APRIL SURRATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JOHN WILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Committee Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Committee Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09031
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07867
IRS990EZ/OtherChangesInNetAssetsAmt04779
IRS990EZ/OtherExpensesTotalAmt0879
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Dispense scholarships & conduct educational activities.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The foundation funds an educational scholarship program and public relations effort for the moving industry, by investing amounts raised and holding annual fundraisers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02059
IRS990EZ/SpecialEventsNetIncomeLossAmt06401
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02580
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02334
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014379
IRS990EZ/TotalProgramServiceExpensesAmt013500
IRS990EZ/TotalRevenueAmt062159
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.southwestmovers.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01898
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt071286
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02315
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0198
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0746
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0804
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01387
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010415
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011675
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012376
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt048476
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02315
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0746
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0804
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01387
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05450
IRS990ScheduleA/InvestmentIncomeCYPct00.04350
IRS990ScheduleA/InvestmentIncomePYPct00.06100
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.95650
IRS990ScheduleA/PublicSupportPY509Pct00.93900
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0119762
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt015275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014274
IRS990ScheduleA/Total509Grp/TotalAmt0119762
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0125212
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarship Awards; Grants; Various recipients: , , , ; Unrelated, 13500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative expenses 879.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Investment gain/(loss) 4779.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts receivable 115. 55.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Receivable from Southwest Movers Association 8365. 7812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Prepaid expense 551. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts payable and accrued expenses 2580. 2334.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ESPARZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05124760107
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMA Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SMAF
ReturnHeader/Filer/EIN0742954702
ReturnHeader/Filer/PhoneNum05124760107
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 East 11th Street
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07F22A3B8E7B6B26982584E8E694C819A328AD822
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F22A3B8E7B6B26982584E8E694C819A328AD822
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.77.220.112
ReturnHeader/FilingSecurityInformation/IPDt02017-04-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:27:27
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ronald W Meyer PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 W 15TH ST Suite 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078701
ReturnHeader/PreparerPersonGrp/PhoneNum05124764511
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD W MEYER
ReturnHeader/ReturnTs02017-04-24T13:27:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$196,887
Liabilities
$2,334
Net assets
$194,553
Revenue
$62,159
Expenses
$14,379
Net income
$47,780
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