Sms Research Foundation FY2022 filing

Tax-deductible

Georgetown, CT501(c)(3)Foundations & GrantmakersEIN 27-2906662Revenue $269K in FY2022

On file with the IRSsmsresearchfoundation.orgPo Box 661, 06829-0661 · Georgetown, CTTax-exempt since Sep 2010Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

To support Research to improve knowledge and understanding of smith-magenis syndrome so that viable therapeutic options can be developed in order to improve the quality of life for those with smith-magenis syndrome

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $45K a year · 15% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
19 mo
of spending, in cash
Looks good: 18.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $8K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$708
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 7 voting members
Looks good: 4 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$269K
+5% vs prior year
Spent
$232K
To programs
70%
Net assets
$364K
By yearFY2020–FY2024
Revenue
$269K
FY2022▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$401K
FY2021$256K
FY2022$269K
FY2023$281K
FY2024$267K
Expenses
$232K
FY2022▼ -48%
Tap a bar for its year
Expenses by fiscal year
FY2020$457K
FY2021$448K
FY2022$232K
FY2023$239K
FY2024$325K
Net assets
$364K
FY2022▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$519K
FY2021$327K
FY2022$364K
FY2023$406K
FY2024$348K

From the FY2022 Form 990 · see the original

Give Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 2010.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $162K Management & general 30% · $70K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Angela Weaver’s $100K as Board Member is at the 85th percentile of top reported officer pay among 1264 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

See Sms Research Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Fund research to improve understanding and develop therapies for Smith-Magenis Syndrome.

Questions for Sms Research Foundation

Tap to ask. Sms Research Foundation sees how many people are interested.

Your first name shows with your question. Sms Research Foundation answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $162K · in their own filed words · FY2022
01

Medical research grant to mcgill university in order to improve knowledge and understangin of smith-magenis syndrome so that viable therapeutic options can be developed in order to improve the quality of life for those with smith-magenis syndrome.

$162Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$8K
Grants paid · 4 grants · $658K · 2020–2021
Baylor College of MedicineTX · FY2021$231,482
Yale UniversityFY2021$81,000
Baylor College of MedicineTX · FY2020$265,000
Yale UniversityFY2020$81,000

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$269K
Ln 12
Gifts and grantsLn 1h$274K
Investment incomeLn 3−$5K
Money outPt IX
$232K
Ln 25
Programscol B$162K
Managementcol C$70K
Owns and owesPt X
$364K
net assets · Ln 32
Cash and savingsLn 1–2$364K
Total assetsLn 16$365K
LiabilitiesLn 26$708
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$274K
Fundraising eventsLn 1c$43K
Investment incomeLn 3−$5K
Total revenueLn 12$269K
Assets in detailPt X, end of year
CashLn 1$140K
SavingsLn 2$225K
Cash and savings togetherLn 1–2$364K
Land, buildings, equipmentLn 10c$318
Total assetsLn 16$365K
LiabilitiesLn 26$708
Net assetsLn 32$364K
OperationsPt I, VI
EmployeesI 50
VolunteersI 640
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$328K$364K
Land, buildings, equipmentLn 10c$636$318
Total assetsLn 16$329K$365K
LiabilitiesLn 26$2K$708
Net assetsLn 32$327K$364K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants and assistance to foreign recipientsLn 3$162K$162K
Other salaries and wagesLn 7$17K$17K
Payroll taxesLn 10$1K$1K
Management feesLn 11a$759$759
Accounting feesLn 11c$3K$3K
Other fees for servicesLn 11g$249$249
Advertising and promotionLn 12$12K$12K
Office expensesLn 13$25K$25K
Information technologyLn 14$6K$6K
TravelLn 17$714$714
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$1K$1K
Total functional expensesLn 25$232K$162K$70K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $267K$325K−$58K$348K 990 PDF
FY2023 $281K$239K$42K$406K 990 PDF
FY2022 Viewing $269K$232K$37K$364K 990 PDF
FY2021 $256K$448K−$192K$327K 990 PDF
FY2020 $401K$457K−$56K$519K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $268,855 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $252,125$273,541
I-9 Program service revenue$0
I-10 Investment incomePrior year $3,819−$4,686
I-11 Other revenue$0
I-12 Total revenuePrior year $255,944$268,855
I-13 Grants and similar amounts paidPrior year $393,482$162,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$18,825
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $54,056$51,374
I-18 Total expensesPrior year $447,538$232,199
I-19 Revenue less expensesPrior year −$191,594$36,656
Part VI · Governance 4 of 7 board members independent, 5 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $268,855 across 5 lines filed
VIII-1c Fundraising events$42,982
VIII-1f All other contributions, gifts and grants$230,559
VIII-1h Total contributions, gifts and grants$273,541
VIII-3 Investment incomeRelated to mission −$4,686−$4,686
VIII-12 Total revenueRelated to mission −$4,686$268,855
Part IX · Statement of functional expenses $232,199 across 12 lines filed
IX-3 Grants and assistance to foreign recipientsPrograms $162,000$162,000
IX-7 Other salaries and wagesManagement $17,487$17,487
IX-10 Payroll taxesManagement $1,338$1,338
IX-11a Management feesManagement $759$759
IX-11c Accounting feesManagement $2,750$2,750
IX-11g Other fees for servicesManagement $249$249
IX-12 Advertising and promotionManagement $12,480$12,480
IX-13 Office expensesManagement $25,432$25,432
IX-14 Information technologyManagement $5,726$5,726
IX-17 TravelManagement $714$714
IX-22 Depreciation, depletion and amortizationManagement $2,103$2,103
IX-23 InsuranceManagement $1,161$1,161
IX-25 Total functional expensesPrograms $162,000 · Management $70,199 · Fundraising $0$232,199
Part X · Balance sheet $364,669 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $49,662$139,821
X-2 Savings and temporary cash investmentsStart of year $278,819$224,530
X-10c Land, buildings and equipment, netStart of year $636$318
X-16 Total assetsStart of year $329,117$364,669
X-25 Other liabilitiesStart of year $1,813$708
X-26 Total liabilitiesStart of year $1,813$708
X-27 Net assets without donor restrictionsStart of year $327,304$363,961
X-32 Total net assets or fund balancesStart of year $327,304$363,961
X-33 Total liabilities and net assetsStart of year $329,117$364,669
Part XI · Reconciliation of net assets $363,961 net assets at year end
XI-1 Total revenue$268,855
XI-2 Total expenses$232,199
XI-3 Revenue less expenses$36,656
XI-4 Net assets at start of year$327,304
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$363,961

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.