SMA FOUNDATION: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SMA FOUNDATION (EIN 74-2954702)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201941349349201639
- Schema version
- 2018v3.1
- 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 | 2019-05-14T07:41:21-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2018-01-01 | 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 | 510 W 15th St | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Esparza | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5124760107 | PhoneNum |
| Signature | 2019-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ronald W Meyer | PreparerPersonNm |
| PTIN | P00082589 | PTIN |
| Phone | 5124764511 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.182.114.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 07:41:18 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D669A1C07DA4EBDC7F3D813E412950C772092D92 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D669A1C07DA4EBDC7F3D813E412950C772092D92 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| 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 | $46,931 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $28,050 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $3,762 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $15,119 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $2,640 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $12,479 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $44,291 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $16,000 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $781 | OtherExpensesTotalAmt |
| Total Expenses | $16,781 | TotalExpensesAmt |
| Excess Or Deficit For Year | $27,510 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $220,435 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$22,230 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $225,715 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,833 | BOYAmt |
| EOY | $224,690 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,390 | BOYAmt |
| EOY | $1,025 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,223 | BOYAmt |
| EOY | $225,715 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,788 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,435 | BOYAmt |
| EOY | $225,715 | 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 | $16,000 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,000 | 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 | ||||
| Committee Chairman | 1.00 | $0 | $0 | $0 |
| John Hart | ||||
| Vice-Chairman | 1.00 | $0 | $0 | $0 |
| Francey Beall | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Pat Crocker | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Joyce Foster | ||||
| Committee Member | 1.00 | $0 | $0 | $0 |
| Judy Gwaltney | ||||
| 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 |
| Chris Moucka | ||||
| 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 |
| 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 Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,050 | CurrentTaxYearAmt |
| Total | $93,303 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,415 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,894 | CurrentTaxYearMinus1YearAmt |
| Total | $40,444 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,275 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,050 | CurrentTaxYearAmt |
| Total | $133,747 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $25,000 | CurrentTaxYearAmt |
| Total | $25,000 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $25,000 | CurrentTaxYearAmt |
| Total | $25,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $108,747 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,762 | CurrentTaxYearAmt |
| Total | $12,447 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,762 | CurrentTaxYearAmt |
| Total | $12,447 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,194 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.74390 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92630 | PublicSupportPY509Pct |
| Investment Income CY | 0.08510 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07370 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Auction | Event1Nm |
| Gross Receipts Event1 | $5,490 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,490 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,230 | NonCashPrizesEvent1Amt |
| Event2 | Fundraiser | Event2Nm |
| Gross Receipts Event2 | $9,045 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $9,045 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $410 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $14,535 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,535 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,230 | NonCashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $410 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,640 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,895 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 10 | Scholarship Awards; Grants; Various receipients: , , , ; Unrelated, 16000. |
| Form 990EZ, Part I, Line 16 | Administrative expenses 781. |
| Form 990EZ, Part I, Line 20 | Unrealized loss on investments -22230. |
| Form 990EZ, Part II, Line 24 | Accounts receivable 0. 150. |
| Form 990EZ, Part II, Line 24 | Receivable from Southwest Movers Association 8390. 875. |
| Form 990EZ, Part II, Line 26 | Accounts payable and accrued expenses 5788. 0. |