Social Motion INC FY2021 filing

Houston, TXUnknown exempt organization EIN 47-4785251Revenue $1.4M in FY2021Latest return filed May 15, 2023

On file with the IRSsocialmotionskills.org1450 W Sam Houston Pkwy N Ste G · Houston, TX

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Social Motion, Inc. provides social skill & independent living skill training for children, adolescents, & adults with autism, ADD/ADHD, & similar cognitive deficits.

77¢ of each $1 spent went to programs.
$109K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average deficit $7K a year · under 1% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$109K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
4 mo
of spending, in cash
Looks good: 3.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $25K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$97K
22% of total assets
Looks good: liabilities are 22% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 9 voting members
Looks good: 8 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.4M
+12% vs prior year
Spent
$1.2M
To programs
77%
Net assets
$344K
By yearFY2020–FY2022
Revenue
$1.4M
FY2021▲ +12%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$1.4M
FY2022$474K
Expenses
$1.2M
FY2021▼ -5%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$1.2M
FY2022$818K
Net assets
$344K
FY2021▲ +352%
Tap a bar for its year
Net assets by fiscal year
FY2020$76K
FY2021$344K
FY2022$0

From the FY2021 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

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

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $906K Management & general 15% · $182K Fundraising 8% · $91K

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

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Who runs it and what they're paid

10 people listed on the 990; $109K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director from 06/2021
$89,884Pt VII · Sec A
Founder / Director
$19,271Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2021FY2020
Emily Smart$89,884—
Wendy Dawson$19,271$40,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Social Motion INC executive salaries →

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Teaches social and life skills to individuals with autism and attention disorders.

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2 programs · $906K · in their own filed words · FY2021
01

Transition

program expanded to train, mentor, coach, and employ young adults as they transition out of school-based situations into increased independent living arrangements. Transition includes a blend of curriculum, assessments, and work-based learning to prepare students for integrated employment in jobs that meet their interests and skills.

$518Kprogram expense
02

Social Skills

Weekly social skills classes are provided for elementary, tween, teen, and young adult age levels. The social skill program addresses verbal and non-verbal communication, self-esteem, self-awareness, self-advocacy skills, coping and self-regulation skills, peer typical interaction, and other interpersonal skills crucial for lifelong…

$388Kprogram 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 · FY2023
Total grants receivedfrom 2 funders$25K
Grants paid · 5 grants · $591K · 2020–2022
The Center for PursuitTX · FY2022$284,272
Unitemized GrantFY2022$86,224
Unitemized GrantFY2021$96,613
The Center for PursuitTX · FY2021$78,471
Unitemized GrantFY2020$45,306

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.4M
Ln 12
Gifts and grantsLn 1h$904K
Fees for servicesLn 2g$479K
Other incomeLn 4–11$65K
Money outPt IX
$1.2M
Ln 25
Programscol B$906K
Managementcol C$182K
Fundraisingcol D$91K
Owns and owesPt X
$344K
net assets · Ln 32
Cash and savingsLn 1–2$360K
Total assetsLn 16$441K
LiabilitiesLn 26$97K
PeoplePt VI, VII
10
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$904K
Government grantsLn 1e$238K
Fundraising eventsLn 1c$197K
Fees for servicesLn 2g$479K
Other incomeLn 4–11$65K
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
CashLn 1$360K
Cash and savings togetherLn 1–2$360K
Pledges and grants receivableLn 3$31K
Land, buildings, equipmentLn 10c$50K
Total assetsLn 16$441K
LiabilitiesLn 26$97K
Net assetsLn 32$344K
OperationsPt I, VI
EmployeesI 563
VolunteersI 619
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$137K$360K
Land, buildings, equipmentLn 10c$36K$50K
Total assetsLn 16$202K$441K
LiabilitiesLn 26$126K$97K
Net assetsLn 32$76K$344K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$78K$78K
Grants to domestic individualsLn 2$97K$97K
Pay of current officers, directors and key staffLn 5$109K$28K$46K$36K
Other salaries and wagesLn 7$487K$412K$55K$20K
Other employee benefitsLn 9$22K$16K$4K$2K
Payroll taxesLn 10$54K$40K$9K$5K
Accounting feesLn 11c$19K$19K
Other fees for servicesLn 11g$61K$49K$9K$4K
Advertising and promotionLn 12$2K$1K$295$346
Office expensesLn 13$50K$22K$19K$8K
Information technologyLn 14$4K$4K$330$35
OccupancyLn 16$135K$107K$18K$10K
Conferences, conventions and meetingsLn 19$7K$7K$292$10
Depreciation, depletion and amortizationLn 22$12K$12K$404
InsuranceLn 23$13K$11K$1K$845
Other expenses (24a–d)Ln 24$29K$22K$2K$5K
Total functional expensesLn 25$1.2M$906K$182K$91K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 LatestFiled with the IRS May 15, 2023 $474K$818K−$344K$0 990 PDF
FY2021 ViewingFiled with the IRS Oct 6, 2022 $1.4M$1.2M$268K$344K 990 PDF
FY2020Filed with the IRS Aug 30, 2021 $1.3M$1.2M$54K$76K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $1,446,852 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $697,105$903,569
I-9 Program service revenuePrior year $497,663$478,739
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $99,903$64,544
I-12 Total revenuePrior year $1,294,671$1,446,852
I-13 Grants and similar amounts paidPrior year $45,306$175,084
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $877,670$671,882
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $318,046$332,040
I-18 Total expensesPrior year $1,241,022$1,179,006
I-19 Revenue less expensesPrior year $53,649$267,846
Part VI · Governance 8 of 9 board members independent, 2 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members8
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,446,852 across 8 lines filed
Lines not itemized here account for $48,513 of total revenue; see the IRS return.
VIII-1c Fundraising events$196,603
VIII-1e Government grants$238,300
VIII-1f All other contributions, gifts and grants$468,666
VIII-1h Total contributions, gifts and grants$903,569
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $478,739$478,739
VIII-6 Net rental income or lossRelated to mission $26,610$26,610
VIII-8 Net income from fundraising eventsExcluded from tax −$10,579−$10,579
VIII-12 Total revenueRelated to mission $553,862 · Unrelated business $0 · Excluded from tax −$10,579$1,446,852
Part IX · Statement of functional expenses $1,179,006 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $78,471$78,471
IX-2 Grants to domestic individualsPrograms $96,613$96,613
IX-5 Pay of current officers, directors and key staffPrograms $27,612 · Management $45,589 · Fundraising $35,954$109,155
IX-7 Other salaries and wagesPrograms $411,783 · Management $54,768 · Fundraising $20,099$486,650
IX-9 Other employee benefitsPrograms $15,930 · Management $3,638 · Fundraising $2,032$21,600
IX-10 Payroll taxesPrograms $40,176 · Management $9,176 · Fundraising $5,125$54,477
IX-11c Accounting feesManagement $18,925$18,925
IX-11g Other fees for servicesPrograms $48,927 · Management $8,588 · Fundraising $3,844$61,359
IX-12 Advertising and promotionPrograms $1,114 · Management $295 · Fundraising $346$1,755
IX-13 Office expensesPrograms $22,475 · Management $18,879 · Fundraising $8,289$49,643
IX-14 Information technologyPrograms $3,916 · Management $330 · Fundraising $35$4,281
IX-16 OccupancyPrograms $107,119 · Management $17,796 · Fundraising $10,162$135,077
IX-19 Conferences, conventions and meetingsPrograms $6,504 · Management $292 · Fundraising $10$6,806
IX-22 Depreciation, depletion and amortizationPrograms $11,756 · Management $404$12,160
IX-23 InsurancePrograms $11,112 · Management $1,217 · Fundraising $845$13,174
IX-24 Other expenses (24a–d)Programs $22,454 · Management $1,821 · Fundraising $4,585$28,860
IX-25 Total functional expensesPrograms $905,962 · Management $181,718 · Fundraising $91,326$1,179,006
Part X · Balance sheet $441,207 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $136,702$359,650
X-3 Pledges and grants receivableStart of year $27,650$31,396
X-10c Land, buildings and equipment, netStart of year $36,029$50,161
X-16 Total assetsStart of year $201,919$441,207
X-17 Accounts payable and accrued expensesStart of year $81,087$73,566
X-19 Deferred revenueStart of year $44,816$23,779
X-26 Total liabilitiesStart of year $125,903$97,345
X-27 Net assets without donor restrictionsStart of year $63,586$184,862
X-28 Net assets with donor restrictionsStart of year $12,430$159,000
X-32 Total net assets or fund balancesStart of year $76,016$343,862
X-33 Total liabilities and net assetsStart of year $201,919$441,207
Part XI · Reconciliation of net assets $343,862 net assets at year end
XI-1 Total revenue$1,446,852
XI-2 Total expenses$1,179,006
XI-3 Revenue less expenses$267,846
XI-4 Net assets at start of year$76,016
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$343,862

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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