Civic Intelligence

Sma Foundation

990EZ • Fiscal year 2022 • EIN 74-2954702

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

Organization Profilewww.southwestmovers.org
PO Box 6429Austin, TX 78762

(512) 476-0107

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

0.18x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

46th percentile

2.3%

Higher net margin than 46% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

15th percentile

-33%

Faster asset growth than 15% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$239,571

Down $119,223 (-33%) from 2021

Net Assets

Down

$233,996

Down $110,609 (-32%) from 2021

Liabilities

Down

$5,575

Down $8,614 (-61%) from 2021

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin46th percentile

Revenue

Down

$30,745

Down $11,751 (-28%) from 2021

Expenses

Up

$30,025

Up $14,633 (+95%) from 2021

Net Income

Down

$720

Down $26,384 (-97%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2022

Assets$239,571
Liabilities$5,575
Net Assets$233,996
Open 2022 Filing

Operations Trend

Revenue Growth19th 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

2022

Revenue$30,745
Expenses$30,025
Net Income$720
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Gross Receipts
$76,462
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$25,500
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bill AndisCommittee Member-$0--
Francey BeallCommittee Chair-$0--
Joyce FosterCommittee Member-$0--
Chad MillerCommittee Member-$0--
Derrick PotterCommittee Member-$0--
Andy CrockerCommittee 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
PO Box 6429, Austin, TX 78762

Signing Officer

Name
John Esparza
Title
President
Phone
5124760107
Signed
2023-05-11
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; : , , , ; Unrelated, 25500.”

Form 990EZ, Part I, Line 16

“Administrative expenses 833.”

Form 990EZ, Part I, Line 20

“Unrealized loss on investments -111329.”

Form 990EZ, Part II, Line 24

“Accounts receivable 0. 10000.”

Form 990EZ, Part II, Line 24

“Receivable from Southwest Movers Association 19880. 8895.”

Form 990EZ, Part II, Line 24

“Receivable from Texas Trucking Association 0. 1098.”

Form 990EZ, Part II, Line 24

“Prepaid expenses 3946. 688.”

Form 990EZ, Part II, Line 26

“Payable to TXTA 13285. 0.”

Form 990EZ, Part II, Line 26

“Payable to SMA 904. 5575.”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jesse Dominguez
IRS990EZ/BooksInCareOfDetail/PhoneNum05124782541
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01103 Sabine 5th Fl
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0334968
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0218890
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011100
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt041521
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0720
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03692
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0358794
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0239571
IRS990EZ/FundraisingGrossIncomeAmt09140
IRS990EZ/GainOrLossFromSaleOfAssetsAmt010425
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt076462
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04276
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0344605
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0233996
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0344605
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0233996
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/AverageHrsPerWkDevotedToPosRt131.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt141.00
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/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bill Andis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Francey Beall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joyce Foster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chad Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Derrick Potter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Andy Crocker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jim French
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Frances Marx
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Traci McCullah
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Travis Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Tricia Smith-Bermudez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Marcia Faschingbauer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Sean Streckfus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13April Surratt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14John Willis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Committee Chair
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/OfficerDirectorTrusteeEmplGrp/TitleTxt13Committee Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Committee Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt023826
IRS990EZ/OtherAssetsTotalDetail/EOYAmt020681
IRS990EZ/OtherChangesInNetAssetsAmt0-111329
IRS990EZ/OtherExpensesTotalAmt0833
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Dispense scholarships & conduct educational activities.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The foundation funds an educational scholarship programand public relations effort for the moving industry, byinvesting amounts raised and holding annual fundraisers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt051946
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04196
IRS990EZ/SpecialEventsNetIncomeLossAmt04944
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014189
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05575
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030025
IRS990EZ/TotalProgramServiceExpensesAmt025500
IRS990EZ/TotalRevenueAmt030745
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.southwestmovers.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt028050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066440
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04276
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03565
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03934
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04392
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03762
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019929
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04276
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03565
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03934
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04392
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03762
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019929
IRS990ScheduleA/InvestmentIncomeCYPct00.23070
IRS990ScheduleA/InvestmentIncomePYPct00.23350
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.47980
IRS990ScheduleA/PublicSupportPY509Pct00.48960
IRS990ScheduleA/PublicSupportTotal509Amt041440
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt025000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt025000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt025000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt025000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019490
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028050
IRS990ScheduleA/Total509Grp/TotalAmt066440
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt086369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarship Awards; Grants; : , , , ; Unrelated, 25500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative expenses 833.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unrealized loss on investments -111329.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts receivable 0. 10000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Receivable from Southwest Movers Association 19880. 8895.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Receivable from Texas Trucking Association 0. 1098.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prepaid expenses 3946. 688.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Payable to TXTA 13285. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Payable to SMA 904. 5575.
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 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Esparza
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05124760107
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMA Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SMAF
ReturnHeader/Filer/EIN0742954702
ReturnHeader/Filer/PhoneNum05124760107
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6429
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078762
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205246709
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/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald W Meyer
ReturnHeader/ReturnTs02023-05-15T15:20:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Esparza
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$239,571
Liabilities
$5,575
Net assets
$233,996
Revenue
$30,745
Expenses
$30,025
Net income
$720
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