SMA Foundation
Nonprofit profile at a glance
- EIN
- 742954702
- IRS 990-EZ coverage
- 2012–2025
- Forms available
- Form 990-EZ 2025
- Location
- Austin, TX, USA
- Phone
- 5124760107
- Rating
- 94
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Scholarships, Student Financial Aid Services, Awards
Reported finances
- Revenue
- $22,550
- Expenses
- $32,160
- Assets
- $379,942
- Liabilities
- $14,140
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
14 people listed
People named in this filing
- Bill Andis (Chairman Emeritus)
- Francey Beall (Chairwoman)
- Tucker Briscoe (Chairman Emeritus)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Dispense scholarships & conduct educational activities.
What it reported doing in 2025
The foundation funds an educational scholarship programand public relations effort for the moving industry, byinvesting amounts raised and holding annual fundraisers.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 94
- Transparency & Controls: 100
- Sustainability: 43
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 84%; rating input score 84
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -42.6%; rating input score 14; 14th percentile among comparable filings
- Total-asset coverage ratio: 11.81; rating input score 93; 93rd percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 19; 19th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 7.6% per year; rating input score 100; 66th percentile among comparable filings
- Revenue growth: 1.7% per year; rating input score 100; 57th percentile among comparable filings
- Asset growth: 7.4% per year; rating input score 100; 64th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 84% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $27K in reported program spending
- Leadership: top reported pay $0 · 14 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 14 filing years from 2012 to 2025
- Contacts: How to reach this organization
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 14/100.
- High — Sustainability: Liabilities to assets ratio scored 19/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.