Civic Intelligence

Sma Foundation

990EZ • Fiscal year 2017 • EIN 74-2954702

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 21, 2018

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

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

0.38x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-29%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-75%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$226,223

Up $29,336 (+15%) from 2016

Net Assets

Up

$220,435

Up $25,882 (+13%) from 2016

Liabilities

Up

$5,788

Up $3,454 (+148%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin12th percentile

Revenue

Down

$15,296

Down $46,863 (-75%) from 2016

Expenses

Up

$19,732

Up $5,353 (+37%) from 2016

Net Income

Down

-$4,436

Down $52,216 (-109%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2017

Assets$226,223
Liabilities$5,788
Net Assets$220,435
Open 2017 Filing

Operations Trend

Revenue Growth4th 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

2017

Revenue$15,296
Expenses$19,732
Net Income-$4,436
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 21, 2018
Return Version
2017v2.2
Gross Receipts
$19,285
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.$18,000$18,000
Compensation and Service Providers
Top Officer Pay76th 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--
JUDY GWALTNEYCommittee 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
2018-04-21
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 receipients: , , , ; Unrelated, 18000.”

Form 990EZ, Part I, Line 16

“Administrative expenses 1732.”

Form 990EZ, Part I, Line 20

“Unrealized gains on investments 30318.”

Form 990EZ, Part II, Line 24

“Accounts receivable 55. 0.”

Form 990EZ, Part II, Line 24

“Receivable from Southwest Movers Association 7812. 8390.”

Form 990EZ, Part II, Line 26

“Accounts payable and accrued expenses 2334. 5788.”

Raw XML Appendix215 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Committee Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Committee Member
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Committee Member
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Committee Member
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Committee Member
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0Dispense scholarships & conduct educational activities.
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarship Awards; Grants; Various receipients: , , , ; Unrelated, 18000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative expenses 1732.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unrealized gains on investments 30318.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts receivable 55. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Receivable from Southwest Movers Association 7812. 8390.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts payable and accrued expenses 2334. 5788.
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 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ESPARZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05124760107
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-21
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/IPv4AddressTxt072.182.114.202
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:47:35
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/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD W MEYER
ReturnHeader/ReturnTs02018-05-08T14:47:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$226,223
Liabilities
$5,788
Net assets
$220,435
Revenue
$15,296
Expenses
$19,732
Net income
-$4,436
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