SMA FOUNDATION: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SMA FOUNDATION (EIN 74-2954702)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-14
- IRS object ID
- 202240739349201284
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-14T15:25:24-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205246709 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronald W Meyer PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 W 15TH ST Suite 850 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742954702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMA Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMAF | BusinessNameControlTxt |
| Phone | 5124760107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6429 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78762 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Esparza | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5124760107 | PhoneNum |
| Signature | 2022-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Esparza | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ronald W Meyer | PreparerPersonNm |
| PTIN | P00082589 | PTIN |
| Phone | 5124764511 | PhoneNum |
| Preparation | 2022-03-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | www.southwestmovers.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $70,786 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $19,490 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $3,565 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $39,626 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $23,020 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $16,606 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $8,105 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $5,270 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $2,835 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $42,496 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $11,500 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $2,957 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $935 | OtherExpensesTotalAmt |
| Total Expenses | $15,392 | TotalExpensesAmt |
| Excess Or Deficit For Year | $27,104 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $292,689 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $24,812 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $344,605 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,401 | BOYAmt |
| EOY | $334,968 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,400 | BOYAmt |
| EOY | $23,826 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,801 | BOYAmt |
| EOY | $358,794 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,112 | BOYAmt |
| EOY | $14,189 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,689 | BOYAmt |
| EOY | $344,605 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Dispense scholarships & conduct educational activities. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | The foundation funds an educational scholarship programand public relations effort for the moving industry, byinvesting amounts raised and holding annual fundraisers. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $11,500 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,500 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Bill Andis | ||||
| Committee Chairman | 1.00 | $0 | $0 | $0 |
| Francey Beall | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Joyce Foster | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Debbie McKinley | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Chad Miller | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Derrick Potter | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Andy Crocker | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Jim French | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Frances Marx | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Traci McCullah | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Travis Moore | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Tricia Smith-Bermudez | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Marcia Faschingbauer | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Sean Streckfus | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| April Surratt | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| John Willis | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jesse Dominguez | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 W 15th St | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787012623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5124782541 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,490 | CurrentTaxYearAmt |
| Total | $59,305 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,894 | CurrentTaxYearMinus4YearsAmt |
| Total | $9,894 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,859 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,490 | CurrentTaxYearAmt |
| Total | $69,199 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $25,000 | CurrentTaxYearMinus3YearsAmt |
| Total | $25,000 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $25,000 | CurrentTaxYearMinus3YearsAmt |
| Total | $25,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $44,199 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,762 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,392 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,565 | CurrentTaxYearAmt |
| Total | $21,079 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,762 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,392 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,565 | CurrentTaxYearAmt |
| Total | $21,079 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,278 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.48960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.65890 | PublicSupportPY509Pct |
| Investment Income CY | 0.23350 | InvestmentIncomeCYPct |
| Investment Income PY | 0.15090 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 10 | Scholarship Awards; Grants; : , , , ; Unrelated, 11500. |
| Form 990EZ, Part I, Line 16 | Administrative expenses 935. |
| Form 990EZ, Part I, Line 20 | Unrealized gain on investments 24812. |
| Form 990EZ, Part II, Line 24 | Accounts receivable 140. 0. |
| Form 990EZ, Part II, Line 24 | Receivable from Southwest Movers Association 9260. 19880. |
| Form 990EZ, Part II, Line 24 | Prepaid expenses 0. 3946. |
| Form 990EZ, Part II, Line 26 | Payable to TXTA 1112. 13285. |
| Form 990EZ, Part II, Line 26 | Payable to SMA 0. 904. |