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Nonprofiteer
← SMA HEALTHCARE FOUNDATION INC

Form 990 for tax year 2024

Filed by SMA HEALTHCARE FOUNDATION INC.

Totals

Total revenue
$1,165,640
Total expenses
$1,623,267
Contributions and grants received
$592,246
Grants paid
$1,167,588
Program service revenue
$260,000
Investment income
$279,985
Other revenue
$33,409
Total assets, end of year
$7,913,078
Total liabilities, end of year
$7,850
Net assets or fund balances, end of year
$7,905,228
Program services expenses (Part IX)
$1,527,795
Management and general expenses
$89,410
Fundraising expenses
$6,062
Program service expenses (Part III)
$1,527,795

Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $10,360

  • 1b · Membership dues

    $126

  • 1c · Fundraising events

    $194,297

  • 1d · Related organizations

    $11,432

  • 1e · Government grants (contributions)

    $206,000

  • 1f · All other contributions, gifts and grants

    $170,031

  • 2a · Program service revenue: RENTAL REVENUE

    total $260,000 · related or exempt $260,000

  • 3 · Investment income

    total $171,592 · excluded $171,592

  • 7a · Gross sales of assets other than inventory

    securities $6,656,881

  • 7b · Less cost or other basis and sales expenses

    securities $6,548,488

  • 7c · Gain or loss

    securities $108,393

  • 7d · Net gain or loss

    total $108,393 · excluded $108,393

  • 8a · Fundraising events: gross income

    $77,673

  • 8a · Fundraising events: contributions included on line 1c

    $194,297

  • 8b · Fundraising events: direct expenses

    $44,264

  • 8c · Net income from fundraising events

    total $33,409 · excluded $33,409

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,167,588 · program services $1,167,588

  • 11c · Fees: accounting

    total $13,110 · management and general $13,110

  • 11f · Fees: investment management

    total $21,402 · management and general $21,402

  • 12 · Advertising and promotion

    total $32,400 · management and general $32,400

  • 13 · Office expenses

    total $5,344 · management and general $5,344

  • 14 · Information technology

    total $13,246 · management and general $13,246

  • 20 · Interest

    total $13,704 · program services $13,704

  • 22 · Depreciation, depletion and amortization

    total $272,986 · program services $272,986

  • 24a · Other expenses: JAY'S HOPE PROGRAM EXPE

    total $73,517 · program services $73,517

  • 24b · Other expenses: COMMUNITY RELATIONS

    total $6,062 · fundraising $6,062

  • 24c · Other expenses: MISCELLANEOUS EXPENSE

    total $3,908 · management and general $3,908

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $167,519 · end of year $189,844

  • 2 · Savings and temporary cash investments

    beginning of year $303,613 · end of year $792,006

  • 9 · Prepaid expenses and deferred charges

    end of year $20,310

  • 10a · Land, buildings and equipment: cost or other basis

    $7,266,030

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,450,393

  • 10c · Land, buildings and equipment, net

    beginning of year $3,088,623 · end of year $2,815,637

  • 11 · Investments: publicly traded securities

    beginning of year $3,563,372 · end of year $2,907,246

  • 12 · Investments: other securities

    beginning of year $764,859 · end of year $815,046

  • 15 · Other assets

    beginning of year $388,881 · end of year $372,989

  • 17 · Accounts payable and accrued expenses

    beginning of year $293

  • 19 · Deferred revenue

    end of year $7,850

  • 23 · Secured mortgages and notes payable

    beginning of year $182,416

  • 27 · Net assets without donor restrictions

    beginning of year $5,902,626 · end of year $5,745,785

  • 28 · Net assets with donor restrictions

    beginning of year $2,191,532 · end of year $2,159,443

Mission and programs · 2024

Mission

TO FOSTER RELATIONSHIPS TO INCREASE COMMUNITY AWARENESS AND SUPPORT FOR SERVICES PROVIDED BY SMA HEALTHCARE.

  • TO PROVIDE FINANCIAL ASSISTANCE TO CLIENTS AND PROGRAMS OF SMA HEALTHCARE INC. THE FOUNDATION FUNDED MORE THAN $1,100,000 IN PROGRAM ENHANCEMENTS TO SMA HEALTHCARE INC. IN THE 2024-2025 FISCAL YEAR.

    Expenses $1,527,795 · Grants $1,167,588 · Revenue $260,000

As filed on the 2024 return.

Listed in Part VII

  • R Brooks Casey

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Heather Shubirg

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Art Zimmet

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Lawrence J McDermott

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ryan Will

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Hank Ashby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Megan Bagwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Austin Brownlee

    SMA BOARD LIAISON AS OF 10/1/2024

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Cynthia Fite

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maureen France

    EXECUTIVE AT-LARGE

    Total calculated
    $0
    Hours/week
    1

  • Jon Greaves

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrew Gurtis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Howard M Holley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carl Lentz IV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Quanita May

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Perryman

    EXECUTIVE AT-LARGE

    Total calculated
    $0
    Hours/week
    1

  • Scott Spradley

    DIRECTOR AS OF 9/10/2024

    Total calculated
    $0
    Hours/week
    1

  • James Stowers

    DIRECTOR AS OF 9/10/2024

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Secor

    EXECUTIVE DIRECTOR

    Total calculated
    $132,868
    From this org
    $0
    From related orgs
    $118,183
    Other
    $14,685
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • SMA HEALTHCARE INC

    $1,167,588

    SMA PROJECTS INCLUDED: PLANNING FOR WESTSIDE DEVELOPMENT AND PROGRAM SUPPORT ACROSS THE AGENCY

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
16 March 2026
IRS schema version
2024v5.5
Source object
202620789349301707

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