SMA FOUNDATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SMA FOUNDATION (EIN 74-2954702)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201521339349201587
- Schema version
- 2014v5.0
- 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 | 2015-05-13T12:22:40-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 STE 850 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787011670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2015-04-28 | 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 | 2015-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $16,021 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $3,600 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $746 | 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 | $11,675 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $1,213 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $10,462 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $14,808 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $14,000 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $814 | OtherExpensesTotalAmt |
| Total Expenses | $14,814 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$6 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $143,374 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $143,368 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,525 | BOYAmt |
| EOY | $135,781 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,552 | BOYAmt |
| EOY | $9,416 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,077 | BOYAmt |
| EOY | $145,197 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,703 | BOYAmt |
| EOY | $1,829 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,374 | BOYAmt |
| EOY | $143,368 | 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 | $14,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $14,000 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,000 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| BILL ANDIS | ||
| Chairman | 1.00 | $0 |
| JOHN HART | ||
| Vice-Chairman | 1.00 | $0 |
| DAVID BASCH | ||
| Committee Member | 1.00 | $0 |
| RONNIE BELL | ||
| Committee Member | 1.00 | $0 |
| PAT CROCKER | ||
| Committee Member | 1.00 | $0 |
| JOYCE FOSTER | ||
| Committee Member | 1.00 | $0 |
| TRACI MCCULLAH | ||
| Committee Member | 1.00 | $0 |
| CHRIS MOUCKA | ||
| Committee Member | 1.00 | $0 |
| APRIL SURRATT | ||
| Committee Member | 1.00 | $0 |
| BEVERLY BOYDSTUN | ||
| Committee Member | 1.00 | $0 |
| FRANCES MARX | ||
| 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 | $1,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,600 | CurrentTaxYearAmt |
| Total | $15,548 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,675 | CurrentTaxYearAmt |
| Total | $54,063 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,347 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,275 | CurrentTaxYearAmt |
| Total | $69,611 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $69,611 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,387 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $746 | CurrentTaxYearAmt |
| Total | $5,794 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,387 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $746 | CurrentTaxYearAmt |
| Total | $5,794 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,405 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92320 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95570 | PublicSupportPY509Pct |
| Investment Income CY | 0.07680 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04430 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 10 | SCHOLARSHIP AWARDS GRANTS 14000. |
| Form 990EZ, Part I, Line 16 | ADMINISTRATIVE EXPENSES 814. |
| Form 990EZ, Part II, Line 24 | ACCRUED INTEREST RECEIVABLE 31. 0. RECEIVABLE FROM SOUTHWEST MOVERS ASSOCIATION 4970. 8865. PREPAID EXPENSE 551. 551. |
| Form 990EZ, Part II, Line 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1703. 1829. |