Civic Intelligence

Sma Foundation

990EZ • Fiscal year 2024 • EIN 74-2954702

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 06, 2025

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

68th percentile

0.02x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.18x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

188%

Faster revenue growth than 95% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$340,607

Up $45,336 (+15%) from 2023

Net Assets

Up

$334,485

Up $51,704 (+18%) from 2023

Liabilities

Down

$6,122

Down $6,368 (-51%) from 2023

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin47th percentile

Revenue

Up

$33,651

Up $21,958 (+188%) from 2023

Expenses

Up

$33,050

Up $7,450 (+29%) from 2023

Net Income

Up

$601

Up $14,508 (+104%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2024

Assets$340,607
Liabilities$6,122
Net Assets$334,485
Open 2024 Filing

Operations Trend

Revenue Growth95th 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

2024

Revenue$33,651
Expenses$33,050
Net Income$601
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 6, 2025
Return Version
2024v5.2
Gross Receipts
$58,697
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$29,600
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bill AndisChairman Emeritus-$0--
Francey BeallChairwoman-$0--
Tucker BriscoeChairman Emeritus-$0--
Chad MillerCommittee Member-$0--
Derrick PotterCommittee Member-$0--
Andy CrockerCommittee Member-$0--
Ted HusemanCommittee 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--
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
2025-07-06
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: PO Box 6429, Austin, TX, 78762; Unrelated, 29600.”

Form 990EZ, Part I, Line 16

“Administrative expenses 7.”

Form 990EZ, Part I, Line 20

“Unrealized gain on investments 51103.”

Form 990EZ, Part II, Line 24

“Receivable from Southwest Movers Association 25290. 18015.”

Form 990EZ, Part II, Line 26

“Payable to TXTA 1748. 5832.”

Form 990EZ, Part II, Line 26

“Payable to SMA 10742. 290.”

Raw XML Appendix247 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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Derrick Potter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Andy Crocker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ted Huseman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Frances Marx
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Traci McCullah
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Travis Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Tricia Smith-Bermudez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Sean Streckfus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12April Surratt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Debbie Warren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman Emeritus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairwoman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chairman Emeritus
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
IRS990EZ/OtherAssetsTotalDetail/BOYAmt025290
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IRS990EZ/OtherChangesInNetAssetsAmt051103
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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/ProgramServiceExpensesAmt029600
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SaleOfAssetsGrossAmt024876
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IRS990EZ/WebsiteAddressTxt0www.southwestmovers.org
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04161
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03565
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03934
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt081896
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: PO Box 6429, Austin, TX, 78762; Unrelated, 29600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative expenses 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unrealized gain on investments 51103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Receivable from Southwest Movers Association 25290. 18015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Payable to TXTA 1748. 5832.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Payable to SMA 10742. 290.
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 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Esparza
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05124760107
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-06
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/PreparationDt02025-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald W Meyer
ReturnHeader/ReturnTs02025-07-31T16:07:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$340,607
Liabilities
$6,122
Net assets
$334,485
Revenue
$33,651
Expenses
$33,050
Net income
$601
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