SMA FOUNDATION: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SMA FOUNDATION (EIN 74-2954702)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-24
- IRS object ID
- 201711149349200731
- Schema version
- 2016v3.0
- 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 | 2017-04-24T13:27:35-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 700 East 11th Street | 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 | 2017-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD W MEYER | PreparerPersonNm |
| Phone | 5124764511 | PhoneNum |
| Preparation | 2017-04-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.77.220.112 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-24 | IPDt |
| IP Tm | 13:27:27 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7F22A3B8E7B6B26982584E8E694C819A328AD822 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7F22A3B8E7B6B26982584E8E694C819A328AD822 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $64,218 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $53,443 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $2,315 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $8,460 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $2,059 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $6,401 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $62,159 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $13,500 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $879 | OtherExpensesTotalAmt |
| Total Expenses | $14,379 | TotalExpensesAmt |
| Excess Or Deficit For Year | $47,780 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $141,994 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $4,779 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $194,553 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,543 | BOYAmt |
| EOY | $189,020 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,031 | BOYAmt |
| EOY | $7,867 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,574 | BOYAmt |
| EOY | $196,887 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,580 | BOYAmt |
| EOY | $2,334 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,994 | BOYAmt |
| EOY | $194,553 | 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 program and public relations effort for the moving industry, by investing amounts raised and holding annual fundraisers. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $13,500 | GrantsAndAllocationsAmt |
| Program Service Expenses | $13,500 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,500 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| BILL ANDIS | ||
| Committee Chairman | 1.00 | $0 |
| JOHN HART | ||
| Vice-Chairman | 1.00 | $0 |
| FRANCEY BEALL | ||
| Committee Member | 1.00 | $0 |
| PAT CROCKER | ||
| Committee Member | 1.00 | $0 |
| JOYCE FOSTER | ||
| Committee Member | 1.00 | $0 |
| FRANCES MARX | ||
| Committee Member | 1.00 | $0 |
| TRACI MCCULLAH | ||
| Committee Member | 1.00 | $0 |
| TRAVIS MOORE | ||
| Committee Member | 1.00 | $0 |
| CHRIS MOUCKA | ||
| Committee Member | 1.00 | $0 |
| TRICIA SMITH-BERMUDEZ | ||
| Committee Member | 1.00 | $0 |
| SEAN STRECKFUS | ||
| Committee Member | 1.00 | $0 |
| APRIL SURRATT | ||
| Committee Member | 1.00 | $0 |
| JOHN WILLIS | ||
| Committee Member | 1.00 | $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 |
| 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 | 700 East 11th Street | 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 |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| 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 | $1,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,443 | CurrentTaxYearAmt |
| Total | $71,286 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,460 | CurrentTaxYearAmt |
| Total | $48,476 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,903 | CurrentTaxYearAmt |
| Total | $119,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $119,762 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $198 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,315 | CurrentTaxYearAmt |
| Total | $5,450 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $198 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,315 | CurrentTaxYearAmt |
| Total | $5,450 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,212 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95650 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93900 | PublicSupportPY509Pct |
| Investment Income CY | 0.04350 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06100 | 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 10 | Scholarship Awards; Grants; Various recipients: , , , ; Unrelated, 13500. |
| Form 990EZ, Part I, Line 16 | Administrative expenses 879. |
| Form 990EZ, Part I, Line 20 | Investment gain/(loss) 4779. |
| Form 990EZ, Part II, Line 24 | Accounts receivable 115. 55. |
| Form 990EZ, Part II, Line 24 | Receivable from Southwest Movers Association 8365. 7812. |
| Form 990EZ, Part II, Line 24 | Prepaid expense 551. 0. |
| Form 990EZ, Part II, Line 26 | Accounts payable and accrued expenses 2580. 2334. |