Civic Intelligence

Sma Foundation

990EZ • Fiscal year 2020 • EIN 74-2954702

Jan 01, 2020 to Dec 31, 2020 • Filed on May 01, 2021

Organization Profilewww.southwestmovers.org
510 W 15th StAustin, TX 78701

(512) 476-0107

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

167%

Higher net margin than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

10%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$293,801

Up $27,488 (+10%) from 2019

Net Assets

Up

$292,689

Up $27,038 (+10%) from 2019

Liabilities

Up

$1,112

Up $450 (+68%) from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$24,436

Down $44,610 (-221%) from 2019

Expenses

Up

$16,338

Up $2,056 (+14%) from 2019

Net Income

Down

-$40,774

Down $46,666 (-792%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2020

Assets$293,801
Liabilities$1,112
Net Assets$292,689
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue-$24,436
Expenses$16,338
Net Income-$40,774
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 1, 2021
Return Version
2020v4.1
Gross Receipts
$124,557
Mission and Program Overview

Mission

Dispense scholarships & conduct educational activities.

Program Services

DescriptionGrantsExpenses
The foundation funds an educational scholarship programand public relations effort for the moving industry, byinvesting amounts raised and holding annual fundraisers.$0$13,500
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bill AndisCommittee Chairman-$0--
Francey BeallCommittee Member-$0--
Joyce FosterCommittee Member-$0--
Debbie McKinleyCommittee Member-$0--
Chad MillerCommittee Member-$0--
Derrick PotterCommittee Member-$0--
Lindy DanielCommittee Member-$0--
Jim FrenchCommittee Member-$0--
Frances MarxCommittee Member-$0--
Traci McCullahCommittee Member-$0--
Travis MooreCommittee Member-$0--
Tricia Smith-BermudezCommittee Member-$0--
Marcia FaschingbauerCommittee 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
510 W 15th St, Austin, TX 78701

Signing Officer

Name
John Esparza
Title
President
Phone
5124760107
Signed
2021-05-01
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, 13500.”

Form 990EZ, Part I, Line 16

“Administrative expenses 795.”

Form 990EZ, Part I, Line 20

“Unrealized gain on investments 67812.”

Form 990EZ, Part II, Line 24

“Accounts receivable 720. 140.”

Form 990EZ, Part II, Line 24

“Receivable from Southwest Movers Association 8780. 9260.”

Form 990EZ, Part II, Line 26

“Payable to TXTA 662. 1112.”

Raw XML Appendix260 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/TitleTxt14Committee Member
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarship Awards; Grants; Various receipients: , , , ; Unrelated, 13500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative expenses 795.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unrealized gain on investments 67812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts receivable 720. 140.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Receivable from Southwest Movers Association 8780. 9260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Payable to TXTA 662. 1112.
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
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0John Esparza
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05124760107
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-01
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ReturnHeader/Filer/PhoneNum05124760107
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ReturnHeader/Filer/USAddress/ZIPCd078701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ronald W Meyer PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 W 15TH ST Suite 850
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ReturnHeader/PreparerPersonGrp/PhoneNum05124764511
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-09
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ReturnHeader/ReturnTs02021-05-09T11:35:43-07:00
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$293,801
Liabilities
$1,112
Net assets
$292,689
Revenue
-$24,436
Expenses
$16,338
Net income
-$40,774
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