Nonprofit · EIN 59-3496645
SMA HEALTHCARE FOUNDATION INC
Tax-exempt · DAYTONA BEACH, FL 32114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,165,640 | $1,623,267 | -$457,627 | $7,913,078 | $7,850 | $7,905,228 |
| June 30, 2024 | 990 | $1,227,057 | $727,646 | $499,411 | $8,276,867 | $182,709 | $8,094,158 |
| June 30, 2023 | 990 | $1,691,998 | $724,788 | $967,210 | $7,658,374 | $378,351 | $7,280,023 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $592,246
- of which government grants
- $206,000
- Membership dues
- $126
- Program service revenue
- $260,000
- Investment income
- $279,985
- Net gain from sales of assets
- $108,393
- Net income from fundraising events
- $33,409
- Other revenue
- $33,409
Expenses
- Grants and similar amounts paid
- $1,167,588
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $13,110
- Depreciation
- $272,986
- Program services (functional)
- $1,527,795
- Management and general (functional)
- $89,410
- Fundraising (functional)
- $6,062
Balance sheet and other
- Total assets, start of year
- $8,276,867
- Total assets, end of year
- $7,913,078
- Total liabilities, end of year
- $7,850
- Net assets, end of year
- $7,905,228
- Land, buildings and equipment
- $2,815,637
- Publicly traded securities
- $2,907,246
- Net assets without donor restrictions
- $5,745,785
- Net assets with donor restrictions
- $2,159,443
- Gross receipts
- $7,758,392
- Employees
- 0
- Volunteers
- 58
- Year formed
- 1997
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER SECOR | EXECUTIVE DIRECTOR Officer | 40 | $0 | $118,183 | $14,685 |
| R BROOKS CASEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HEATHER SHUBIRG | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ART ZIMMET | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LAWRENCE J MCDERMOTT | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RYAN WILL | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HANK ASHBY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR MEGAN BAGWELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| AUSTIN BROWNLEE | SMA BOARD LIAISON AS OF 10/1/2024 Trustee or director | 1 | $0 | $0 | $0 |
| CYNTHIA FITE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MAUREEN FRANCE | EXECUTIVE AT-LARGE Trustee or director | 1 | $0 | $0 | $0 |
| JON GREAVES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW GURTIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD M HOLLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARL LENTZ IV | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| QUANITA MAY | DIRECTOR Trustee or director | 1 | $0 |
| DAVID PERRYMAN | EXECUTIVE AT-LARGE Trustee or director | 1 | $0 |
| SCOTT SPRADLEY | DIRECTOR AS OF 9/10/2024 Trustee or director | 1 | $0 |
| JAMES STOWERS | DIRECTOR AS OF 9/10/2024 Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER SECOR | EXECUTIVE DIRECTOR Officer | 40 | $0 | $102,639 | $12,280 |
| R BROOKS CASEY - CHAIR AS | OF 11/2023, FORMER VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HEATHER SHUBIRG - VICE-CHAIR | AS OF 11/2023, FORMER SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ART ZIMMET - SECRETARY AS OF | 11/2023, FORMER DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LAWRENCE J MCDERMOTT | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RYAN WILL - IMMEDIATE PAST | CHAIR AS OF 11/2023, FORMER CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MAUREEN FRANCE | EXECUTIVE AT-LARGE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID PERRYMAN | EXECUTIVE AT-LARGE Trustee or director | 1 | $0 | $0 | $0 |
| SALMAN AHMED | SMA BOARD LIAISON Trustee or director | 1 | $0 | $0 | $0 |
| HANK ASHBY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MEGAN BAGWELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CYNTHIA FITE | DIRECTOR AS OF 2/2024 Trustee or director | 1 | $0 | $0 | $0 |
| JON GREAVES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW GURTIS - DIRECTOR AS | OF 11/2023, FORMER PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD M HOLLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARL LENTZ IV | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| QUANITA MAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JILL SIMPKINS | DIRECTOR UNTIL 11/2023 Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER SECOR | EXECUTIVE DIRECTOR Officer | 40 | $0 | $92,189 | $10,946 |
| R BROOKS CASEY | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LAWRENCE J MCDERMOTT | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES ROSE | SMA BOARD LIAISON, UNTIL 10/2022 Trustee or director | 1 | $0 | $0 | $0 |
| SALMAN AHMED | SMA BOARD LIAISON, AS OF 11/2022 Trustee or director | 1 | $0 | $0 | $0 |
| HEATHER SHUBIRG | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDREW GURTIS | IMMEDIATE PAST CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| DAVID PERRYMAN | EXECUTIVE AT-LARGE Trustee or director | 1 | $0 | $0 | $0 |
| MAUREEN FRANCE | EXECUTIVE AT-LARGE Trustee or director | 1 | $0 | $0 | $0 |
| MARK JOHNSON | DIRECTOR, UNTIL 10/2022 Trustee or director | 1 | $0 | $0 | $0 |
| TERESA RAND | DIRECTOR, UNTIL 10/2022 Trustee or director | 1 | $0 | $0 | $0 |
| COLLEEN CONNORS TIMKO | DIRECTOR, UNTIL 10/2022 Trustee or director | 1 | $0 | $0 | $0 |
| QUANITA MAY | DIRECTOR, AS OF 3/2023 Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD M HOLLEY | DIRECTOR, AS OF 3/2023 Trustee or director | 1 | $0 | $0 | $0 |
| MEGAN BAGWELL | DIRECTOR, AS OF 3/2023 Trustee or director | 1 | $0 | $0 | $0 |
| HANK ASHBY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ART ZIMMET | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JON GREAVES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JILL SIMPKINS | DIRECTOR, UNTIL 3/2023 Trustee or director | 1 | $0 | $0 | $0 |
| CARL LENTZ IV | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RYAN WILL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 150 MAGNOLIA AVE, DAYTONA BEACH, FL 32114-4304
- In care of
- % ERNEST CANTLEY PRES
- Principal officer (990 for 2024)
- ANDREA SCHWEIZER, 150 MAGNOLIA AVE, DAYTONA BEACH, FL 321144304
- Signed the 990
- ANDREA SCHWEIZER, OFFICER
- Phone
- (386) 254-1136
- Return prepared by
- JAMES MOORE & COPL
Mission
TO FOSTER RELATIONSHIPS TO INCREASE COMMUNITY AWARENESS AND SUPPORT FOR SERVICES PROVIDED BY SMA HEALTHCARE.
Program accomplishments
- TO PROVIDE FINANCIAL ASSISTANCE TO CLIENTS AND PROGRAMS OF SMA HEALTHCARE INC. THE FOUNDATION FUNDED MORE THAN $1,100,000 IN PROGRAM ENHANCEMENTS TO SMA HEALTHCARE INC. IN THE 2024-2025 FISCAL YEAR.Expenses $1,527,795 · grants $1,167,588 · revenue $260,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3496645
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T00Z)
- Assets (IRS master file)
- $7,913,078
- Income (IRS master file)
- $7,758,392
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,165,640 | $1,623,267 | $7,913,078 | XML |
| 990 | June 2024 | $1,227,057 | $727,646 | $8,276,867 | XML |
| 990 | June 2023 | $1,691,998 | $724,788 | $7,658,374 | XML |
| 990 | June 2022 | $768,502 | $723,312 | $6,729,042 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-3496645).
Questions about SMA HEALTHCARE FOUNDATION INC
- What is the EIN of SMA HEALTHCARE FOUNDATION INC?
- The employer identification number (EIN) of SMA HEALTHCARE FOUNDATION INC is 59-3496645.
- Is SMA HEALTHCARE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SMA HEALTHCARE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SMA HEALTHCARE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SMA HEALTHCARE FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SMA HEALTHCARE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SMA HEALTHCARE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names ANDREA SCHWEIZER.
- Who are the officers and directors of SMA HEALTHCARE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does SMA HEALTHCARE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,165,640, expenses of $1,623,267 and total assets of $7,913,078 at year end.
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