Civic Intelligence

Sma Foundation

990EZ • Fiscal year 2023 • EIN 74-2954702

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

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

74th percentile

0.04x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

96th percentile

1.07x

Higher debt load relative to revenue than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

5th percentile

-119%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

75th percentile

23%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-62%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$295,271

Up $55,700 (+23%) from 2022

Net Assets

Up

$282,781

Up $48,785 (+21%) from 2022

Liabilities

Up

$12,490

Up $6,915 (+124%) from 2022

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin5th percentile

Revenue

Down

$11,693

Down $19,052 (-62%) from 2022

Expenses

Down

$25,600

Down $4,425 (-15%) from 2022

Net Income

Down

-$13,907

Down $14,627 (-2032%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2023

Assets$295,271
Liabilities$12,490
Net Assets$282,781
Open 2023 Filing

Operations Trend

Revenue Growth8th 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

2023

Revenue$11,693
Expenses$25,600
Net Income-$13,907
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Gross Receipts
$198,701
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$22,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bill AndisChairman Emeritus-$0--
Francey BeallChairwoman-$0--
Tucker BriscoeCommittee Member-$0--
Chad MillerCommittee Member-$0--
Derrick PotterCommittee Member-$0--
Andy CrockerCommittee Member-$0--
Frances MarxCommittee Member-$0--
Traci McCullahCommittee Member-$0--
Travis MooreCommittee Member-$0--
Tricia Smith-BermudezCommittee Member-$0--
Sean StreckfusCommittee Member-$0--
April SurrattCommittee Member-$0--
Debbie WarrenCommittee Member-$0--
John WillisCommittee Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Total Events$22,395$22,395$20,690$1,705
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
2024-04-26
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, 22000.”

Form 990EZ, Part I, Line 16

“Administrative expenses 381.”

Form 990EZ, Part I, Line 20

“Unrealized gain on investments 62692.”

Form 990EZ, Part II, Line 24

“Accounts receivable 10000.”

Form 990EZ, Part II, Line 24

“Receivable from Southwest Movers Association 8895. 25290.”

Form 990EZ, Part II, Line 24

“Receivable from Texas Trucking Association 1098.”

Form 990EZ, Part II, Line 24

“Prepaid expenses 688.”

Form 990EZ, Part II, Line 26

“Payable to TXTA 0. 1748.”

Form 990EZ, Part II, Line 26

“Payable to SMA 5575. 10742.”

Raw XML Appendix261 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/PersonNm0Bill Andis
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chad Miller
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Andy Crocker
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Travis Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Tricia Smith-Bermudez
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11April Surratt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Debbie Warren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13John Willis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman Emeritus
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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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt062692
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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
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022395
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01705
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt020690
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020690
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarship Awards; Grants; : , , , ; Unrelated, 22000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative expenses 381.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unrealized gain on investments 62692.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts receivable 10000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Receivable from Southwest Movers Association 8895. 25290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Receivable from Texas Trucking Association 1098.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prepaid expenses 688.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Payable to TXTA 0. 1748.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Payable to SMA 5575. 10742.
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/SignatureDt02024-04-26
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/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald W Meyer
ReturnHeader/ReturnTs02024-05-06T15:54:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Esparza
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$295,271
Liabilities
$12,490
Net assets
$282,781
Revenue
$11,693
Expenses
$25,600
Net income
-$13,907
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