Society for Marketing Professional Services
Nonprofit profile at a glance
- EIN
- 742281237
- IRS 990 coverage
- 2023–2024
- Forms available
- Form 990 2024, Form 990-EZ 2022
- Location
- Austin, TX, USA
- Phone
- 8322876976
- Rating
- 36
- Verdict
- REVIEW
- Rating confidence
- Moderate
Reported finances
- Revenue
- $240,827
- Expenses
- $267,165
- Assets
- $144,395
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- Rachel Gray (Past President)
- Brittany Hendrickson (President)
- Debby Williams (President Elect)
People named in this filing
- Sarah Lukowski (Communications Director)
- Abby Shaver (Programs Director)
- Marisa Martinelli (Special Events Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
SMPS Austin boasts over 150 members representing a diverse range of professional services firms. Our chapter operates to advocate for, educate, and connect leaders in the local building industry through relevant and timely programming, professional development resources, and networking events. SMPS Austin is a community of marketing and business development professionals working to secure profitable business relationships for their A/E/C companies. Through networking, business intelligence, and research, SMPS members gain a competitive advantage in positioning their firms successfully in the marketplace. SMPS Austin offers members professional development, leadership opportunities, and marketing resources to advance their careers.
What it reported doing in 2024
Conducted a series of programs that focused on industry opportunities or skills development by an expert in the topic. Twenty-seven programs were provided with on average, over 70 people in attendance. Highlights included: 1) elevating the importance of SMPS in local market with a record-breaking number of sold out monthly luncheons focusing on our local market; 2) programming that featured trends/new work and connected attendees to owners (private/public); 3) offering a variety of virtual and in-person education events, including our sell-out "Drinks with Developers" Roundtable.
Operating model
- Revenue model
- Other-operating. 98% of the money available for current operations came from other operating revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
REVIEW - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 92
- Accountability: 18
- Sustainability: 35
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 0%; rating input score 0; 7th percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -10.9%; rating input score 21; 21st percentile among comparable filings
- Total-asset coverage ratio: 0.54; rating input score 26; 26th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 10% per year; rating input score 100; 72nd percentile among comparable filings
- Asset growth: 12.3% per year; rating input score 100; 72nd percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: 0 of 11 board members independent · 3 of 7 filing controls reported
- Programs: 3 filed program accomplishments · $243K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 9 of 10 current checks pass · 1 finding to review
- Schedules: 3 filed schedules · includes major donors
- Filing history: 2 filing years from 2023 to 2024
- Contacts: How to reach this organization
- 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 — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- High — Accountability: Independent voting board scored 0/100.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.
- Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
- High — Sustainability: Operating margin scored 21/100.
- High — Sustainability: Total-asset coverage ratio scored 26/100.