SMA FOUNDATION: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SMA FOUNDATION (EIN 74-2954702)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-31
- IRS object ID
- 202502129349200420
- Schema version
- 2024v5.2
- 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 | 2025-07-31T16:07:01-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ronald W Meyer | PreparerPersonNm |
| PTIN | P00082589 | PTIN |
| Phone | 5124764511 | PhoneNum |
| Preparation | 2025-07-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | www.southwestmovers.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $58,697 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $16,225 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $4,161 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $24,876 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $20,488 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $4,388 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $13,435 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $4,558 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $8,877 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $33,651 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $29,600 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $3,443 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $7 | OtherExpensesTotalAmt |
| Total Expenses | $33,050 | TotalExpensesAmt |
| Excess Or Deficit For Year | $601 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $282,781 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $51,103 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $334,485 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,981 | BOYAmt |
| EOY | $322,592 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,290 | BOYAmt |
| EOY | $18,015 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,271 | BOYAmt |
| EOY | $340,607 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,490 | BOYAmt |
| EOY | $6,122 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,781 | BOYAmt |
| EOY | $334,485 | 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 | $29,600 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $29,600 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Bill Andis | ||||
| Chairman Emeritus | 1.00 | $0 | $0 | $0 |
| Francey Beall | ||||
| Chairwoman | 1.00 | $0 | $0 | $0 |
| Tucker Briscoe | ||||
| Chairman Emeritus | 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 |
| Ted Huseman | ||||
| 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 |
| Sean Streckfus | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| April Surratt | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Debbie Warren | ||||
| 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 | Betty Raymond | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1103 Sabine 5th Fl | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | 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 | $5,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,225 | CurrentTaxYearAmt |
| Total | $62,015 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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 | $5,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,225 | CurrentTaxYearAmt |
| Total | $62,015 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $62,015 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,945 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,161 | CurrentTaxYearAmt |
| Total | $19,881 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,945 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,161 | CurrentTaxYearAmt |
| Total | $19,881 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,896 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75720 | PublicSupportCY509Pct |
| Public Support PY509 | 0.70680 | PublicSupportPY509Pct |
| Investment Income CY | 0.24280 | InvestmentIncomeCYPct |
| Investment Income PY | 0.29320 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |