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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 74-2954702

SMA FOUNDATION

Tax-exempt · AUSTIN, TX 78762

Financials

$34K$33K2024$23K$32K2025
Revenue Expenses · by fiscal year end
Financials of SMA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$22,550$32,160-$9,610$379,942$14,140$365,802
December 31, 2024990-EZ$33,651$33,050$601$340,607$6,122$334,485
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$10,000
Program service revenue
$0
Investment income
$5,682
Net income from fundraising events
$6,868

Expenses

Grants and similar amounts paid
$27,000
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$778
Other expenses
$4,382
Program services (functional)
$27,000

Balance sheet and other

Total assets, start of year
$340,607
Total assets, end of year
$379,942
Total liabilities, end of year
$14,140
Net assets, end of year
$365,802
Cash, savings and investments
$348,417
Gross receipts
$26,692

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Bill AndisChairman Emeritus1$0
Francey BeallChairwoman1$0
Tucker BriscoeChairman Emeritus1$0
Chad MillerCommittee Member1$0
Derrick PotterCommittee Member1$0
Andy CrockerCommittee Member1$0
Ted HusemanCommittee Member1$0
Frances MarxCommittee Member1$0
Traci McCullahCommittee Member1$0
Travis MooreCommittee Member1$0
Tricia Smith-BermudezCommittee Member1$0
Sean StreckfusCommittee Member1$0
April SurrattCommittee Member1$0
Debbie WarrenCommittee Member1$0
990-EZ for the year ended December 31, 2024: 14 people
NameTitleHours / weekCompensation
Bill AndisChairman Emeritus1$0
Francey BeallChairwoman1$0
Tucker BriscoeChairman Emeritus1$0
Chad MillerCommittee Member1$0
Derrick PotterCommittee Member1$0
Andy CrockerCommittee Member1$0
Ted HusemanCommittee Member1$0
Frances MarxCommittee Member1$0
Traci McCullahCommittee Member1$0
Travis MooreCommittee Member1$0
Tricia Smith-BermudezCommittee Member1$0
Sean StreckfusCommittee Member1$0
April SurrattCommittee Member1$0
Debbie WarrenCommittee Member1$0

Address and contacts

Address (IRS master file)
PO BOX 6429, AUSTIN, TX 78762-6429
In care of
% BILL WEBB
Signed the 990-EZ
John Esparza, President
Phone
(512) 476-0107
Return prepared by
Ronald W Meyer PLLC

Mission

Dispense scholarships & conduct educational activities.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • The foundation funds an educational scholarship programand public relations effort for the moving industry, byinvesting amounts raised and holding annual fundraisers.
    Expenses $27,000

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-N for SMA FOUNDATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
74-2954702
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2000
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Category (NTEE)
Education (B82)
Assets (IRS master file)
$379,942
Income (IRS master file)
$26,692

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$22,550$32,160$379,942XML
990-EZDecember 2024$33,651$33,050$340,607XML
990-EZDecember 2023$11,693$25,600$295,271IRS
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about SMA FOUNDATION

What is the EIN of SMA FOUNDATION?
The employer identification number (EIN) of SMA FOUNDATION is 74-2954702.
Is SMA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to SMA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SMA FOUNDATION file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of SMA FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SMA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of SMA FOUNDATION?
The 990-EZ for the year ended December 31, 2025 lists 14 people; 0 received compensation from the organization.
How much revenue does SMA FOUNDATION have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $22,550, expenses of $32,160 and total assets of $379,942 at year end.

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