Society for Marketing Professional Services Foundation

Nonprofit profile at a glance

EIN
541647896
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024
Location
Alexandria, VA, USA
Phone
7036842261
Rating
62
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Support N.E.C.

Reported finances

Revenue
$99,222
Expenses
$78,971
Assets
$378,887
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Janet Lively McCauley (Past President)
  • Michele Raftery (President)
  • Sarah Kinard (President Elect)
  • Marci Thompson (CEO)

People named in this filing

  • Barbara Shuck (Trustee)
  • Joy Woo (Treasurer)
  • Janet Lively McCauley (Past President)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The SMPS Foundation provides research for the purpose of advancing the AEC Industries. It also provides scholarships to HBCU students in an effort to improve diversity and inclusion in these entries.

What it reported doing in 2024

Emerging Trends in A/E/C Research Report

Operating model

Revenue model
Donor-supported. 70% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. 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: 50
  • Transparency & Controls: 82
  • Sustainability: 74
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 50.4%; rating input score 50
  • Program expense ratio: 50.7%; rating input score 51

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 20.4%; rating input score 74; 74th percentile among comparable filings
  • Total-asset coverage ratio: 4.8; rating input score 83; 83rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -20.3% per year; rating input score 0; 18th percentile among comparable filings
  • Revenue growth: -0.2% per year; rating input score 0; 51st percentile among comparable filings
  • Asset growth: 6.5% per year; rating input score 100; 63rd percentile among comparable filings

Details

  • Where the money goes: 50.4% of revenue deployed · 50.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $40K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2011 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.

  • Review — Financial Efficiency: Mission deployment rate scored 50/100.
  • Review — Financial Efficiency: Program expense ratio scored 51/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.