Southwestern Mission Research Center

Nonprofit profile at a glance

EIN
866041231
IRS 990-EZ coverage
2021–2024
Forms available
Form 990-EZ 2024, Form 990-N 2014
Location
Tucson, AZ, USA
Phone
0000000000
Rating
39
Verdict
REVIEW
Rating confidence
Moderate

Reported finances

Revenue
$32,171
Expenses
$32,661
Assets
$18,981
Liabilities
$0

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

Leadership & pay

16 people listed

Executive titles in this filing

  • Marcellus Rusk (President)
  • Gregory Adolf (Vice-President)

People named in this filing

  • Marcellus Rusk (President)
  • Gregory Adolf (Vice-President)
  • Monica Young (SecretaryTreasurer)

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 Southwestern Mission Research Center SMRC is an all-volunteer nonprofit organization committed to promoting and fostering education research and preservation relating to the USNorthern Mexico Spanish Borderlands

What it reported doing in 2024

SMRC conducted two tours in 2024 1 May 8-13 2025 28 guests participated in a tour to historic sites and other venues 33959 2 October 24-27 2024 16 guests participated in a tour to historic sites and other venues 15113

Operating model

Revenue model
Other-operating. 69% 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 program spending 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: 82
  • Sustainability: 44
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0.2%; rating input score 0
  • Program expense ratio: 0.2%; rating input score 0

Transparency & Controls

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

Sustainability

  • Operating margin: -1.5%; rating input score 41; 41st percentile among comparable filings
  • Total-asset coverage ratio: 0.58; rating input score 33; 33rd 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: 40.7% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: 77.7% per year; rating input score 100; 98th percentile among comparable filings
  • Asset growth: -22.1% per year; rating input score 0; 9th percentile among comparable filings

Details

  • Where the money goes: 0.2% of revenue deployed · 0.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $49 in reported program spending
  • Leadership: top reported pay $0 · 16 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2021 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.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • Moderate — Sustainability: Operating margin scored 41/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.