SMS FOUNDATION INC

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Plain text SMS FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2019–2025. https://furp.org/org/sms-foundation-inc-201878599. Retrieved 2026-10-23.

APA furp.org. (n.d.). SMS FOUNDATION INC [Nonprofit organization profile; tax years 2019–2025]. Retrieved October 23, 2026, from https://furp.org/org/sms-foundation-inc-201878599

MLA “SMS FOUNDATION INC.” furp.org, tax years 2019–2025, https://furp.org/org/sms-foundation-inc-201878599. Accessed 23 Oct. 2026.

Retrieved 2026-10-23; covers tax years 2019–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $1.1M · expenses $562K · assets $12.8M

EIN
20-1878599
Address
PO BOX 5324, MADISON, WI 53705-0324
NTEE code
T22
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
January 2005 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 6 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

6 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Sarah E Spencer PRESIDENT, DIRECTOR2019-2025 1 $0 reported 1
Matthew D Silverstein VICE PRESIDENT, DIRECTOR2019-2025 1 $0 reported 1
Thomas G Tierney TREASURER2019-2025 1 $0 reported 1
Mark Spencer DIRECTOR2019-2025 1 $0 reported 1
Johanna Allex SECRETARY2025 1 $0 reported 1
David B Billing (former) SECRETARY2019-2024 1 $0 reported 1

People by year

2025 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH E SPENCER PRESIDENT, DIRECTOR1 $0-$0 $01
MATTHEW D SILVERSTEIN VICE PRESIDENT, DIRECTOR1 $0-$0 $01
THOMAS G TIERNEY TREASURER1 $0-$0 $01
JOHANNA ALLEX SECRETARY1 $0-$0 $01
MARK SPENCER DIRECTOR1 $0-$0 $01
2024 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH E SPENCER PRESIDENT, DIRECTOR1 $0-$0 $01
MATTHEW D SILVERSTEIN VICE PRESIDENT, DIRECTOR1 $0-$0 $01
THOMAS G TIERNEY TREASURER1 $0-$0 $01
DAVID B BILLING SECRETARY1 $0-$0 $01
MARK SPENCER DIRECTOR1 $0-$0 $01
2023 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH E SPENCER PRESIDENT, DIRECTOR1 $0-$0 $01
MATTHEW D SILVERSTEIN VICE PRESIDENT, DIRECTOR1 $0-$0 $01
THOMAS G TIERNEY TREASURER1 $0-$0 $01
DAVID B BILLING SECRETARY1 $0-$0 $01
MARK SPENCER DIRECTOR1 $0-$0 $01
2022 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH E SPENCER PRESIDENT, DIRECTOR1 $0-$0 $01
MATTHEW D SILVERSTEIN VICE PRESIDENT, DIRECTOR1 $0-$0 $01
THOMAS G TIERNEY TREASURER1 $0-$0 $01
DAVID B BILLING SECRETARY1 $0-$0 $01
MARK SPENCER DIRECTOR1 $0-$0 $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH E SPENCER PRESIDENT, DIRECTOR1 $0-$0 $01
MATTHEW D SILVERSTEIN VICE PRESIDENT, DIRECTOR1 $0-$0 $01
THOMAS G TIERNEY TREASURER1 $0-$0 $01
DAVID B BILLING SECRETARY1 $0-$0 $01
MARK SPENCER DIRECTOR1 $0-$0 $01
2020 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH E SPENCER PRESIDENT, DIRECTOR1 $0-$0 $01
MATTHEW D SILVERSTEIN VICE PRESIDENT, DIRECTOR1 $0-$0 $01
THOMAS G TIERNEY TREASURER1 $0-$0 $01
DAVID B BILLING SECRETARY1 $0-$0 $01
MARK SPENCER DIRECTOR1 $0-$0 $01
2019 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH E SPENCER PRESIDENT, DIRECTOR1 $0-$0 $01
MATTHEW D SILVERSTEIN VICE PRESIDENT, DIRECTOR1 $0-$0 $01
THOMAS G TIERNEY TREASURER1 $0-$0 $01
DAVID B BILLING SECRETARY1 $0-$0 $01
MARK SPENCER DIRECTOR1 $0-$0 $01

Highest-paid independent contractors

2025 · 1 contractor · $60K
NameLocationServicePaid
BUTTONWOOD PARTNERS INCMADISON, WIINVESTMENT MANAGEMENT$60,380
2024 · 1 contractor · $55K
NameLocationServicePaid
BUTTONWOOD PARTNERS INCMADISON, WIINVESTMENT MANAGEMENT$55,152

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 61 grants to organizations · $481K
2024 · 62 grants to organizations · $481K
2023 · 61 grants to organizations · $480K
2022 · 60 grants to organizations · $475K
2021 · 57 grants to organizations · $460K
2020 · 58 grants to organizations · $476K
2019 · 53 grants to organizations · $472K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2025 · 1 contributor · $250K
#ContributorTypeCity, stateTotalNoncashSource
1 MATTHEW D SILVERSTEIN Person MADISON, WI $250,000$250,000 Form 990PF Sch. B, 2025 · filing
2024 · 2 contributors · $250K
#ContributorTypeCity, stateTotalNoncashSource
2 MATTHEW D SILVERSTEIN Person MADISON, WI $243,136$243,136 Form 990PF Sch. B, 2024 · filing
1 MATTHEW D SILVERSTEIN Person MADISON, WI $6,864- Form 990PF Sch. B, 2024 · filing
2023 · 2 contributors · $550K
#ContributorTypeCity, stateTotalNoncashSource
2 MATTHEW D SILVERSTEIN Person MADISON, WI $537,340$537,340 Form 990PF Sch. B, 2023 · filing
1 MATTHEW D SILVERSTEIN Person MADISON, WI $12,660- Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $400K
#ContributorTypeCity, stateTotalNoncashSource
1 MATTHEW D SILVERSTEIN Person MADISON, WI $400,154$400,154 Form 990PF Sch. B, 2022 · filing
2021 · 2 contributors · $795K
#ContributorTypeCity, stateTotalNoncashSource
2 MATTHEW D SILVERSTEIN Person MADISON, WI $595,188$595,188 Form 990PF Sch. B, 2021 · filing
1 MATTHEW D SILVERSTEIN Person MADISON, WI $200,000- Form 990PF Sch. B, 2021 · filing
2020 · 3 contributors · $480K
#ContributorTypeCity, stateTotalNoncashSource
2 MATTHEW D SILVERSTEIN Person MADISON, WI $161,513$161,513 Form 990PF Sch. B, 2020 · filing
1 MATTHEW D SILVERSTEIN Person MADISON, WI $159,792$159,792 Form 990PF Sch. B, 2020 · filing
3 MATTHEW D SILVERSTEIN Person MADISON, WI $158,695- Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$1,146,058$561,959 $12,788,716$12,788,716 $250,000- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$893,030$543,773 $10,930,223$10,930,223 $250,000- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$896,758$531,730 $10,051,515$10,051,515 $550,000- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$535,028$544,766 $9,042,541$9,042,541 $400,154- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,344,448$518,169 $10,692,076$10,692,076 $795,188- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$839,815$523,059 $9,568,047$9,568,047 $480,000- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$235,400$518,040 $8,524,463$8,524,463 $0- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
JOHN M KOHLER FOUNDATION INCWIT22 $1,275,839$3,331,423 DIRECTOR, PRESIDENT$15,000 Same NTEE code T22, revenue within 2x, same state, similar name
DEITRICH FAMILY FOUNDATION INCWIT22 $1,055,979$564,861 CEO$0 Same NTEE code T22, revenue within 2x, same state, similar name
DANIEL W ERDMAN FOUNDATION INCWIT22 $1,320,558$768,108 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state, similar name
MACDONALD FOUNDATIONWIT22 $1,079,125$751,410 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
JULIEM FAM FOUNDATIONWIT22 $1,312,044$71,102 TRUSTEE$65,183 Same NTEE code T22, revenue within 2x, same state
THE BROOKBY FOUNDATIONWIT22 $1,247,487$3,829,453 PROGRAM OFFICER$66,413 Same NTEE code T22, revenue within 2x, same state
WILLIAM AND SANDRA HAACK FAMILY FOUNDATION INCWIT22 $1,134,618$139,597 VICE PRESIDENT/SECRETARY/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
JO ANN AND RICHARD BEIGHTOL FOUNDATION INCWIT22 $1,120,506$155,478 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
HERMAN AND GWEN SHAPIRO FOUNDATIONWIT22 $1,144,989$792,679 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
REGAL-BELOIT CHARITABLE FOUNDATIONWIT22 $1,242,852$916,400 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
DONALD AND DONNA BAUMGARTNER CHARITABLE TRUSTWIT22 $1,013,348$1,003,086 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
RHEA@BIGELOW CHARITABLE TRUSTWIT22 $1,011,969$891,627 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
C3 FOUNDATION INCNCT22 $1,143,620$991,116 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
CAS FOUNDATION INCCAT22 $1,111,073$672,638 CEO AND DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
COBB FOUNDATION INCNYT22 $1,264,566$1,187,873 DIR/PRESIDENT$20,000 Same NTEE code T22, revenue within 2x, similar name
HRD-C FOUNDATION INCFLT22 $1,151,755$1,013,192 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
ION BANK FOUNDATION INCCTT22 $1,176,316$1,285,776 EXECUTIVE DIRECTOR$75,000 Same NTEE code T22, revenue within 2x, similar name
LORDS FOUNDATION INCFLT22 $1,241,789$427,950 CHAIRMAN$0 Same NTEE code T22, revenue within 2x, similar name
MANTZ FOUNDATION INCFLT22 $1,048,759$970,254 Treas/Director$2 Same NTEE code T22, revenue within 2x, similar name
BEACON FOUNDATION INCPAT22 $1,263,323$4,446,341 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
HIGLEY FOUNDATION INCNYT22 $1,135,212$876,349 President & CEO$81,250 Same NTEE code T22, revenue within 2x, similar name
FEATHER FOUNDATION INCMDT22 $1,170,232$1,198,599 TREASURER$0 Same NTEE code T22, revenue within 2x, similar name
MARTIN FOUNDATION INCTXT22 $1,020,435$573,673 President$0 Same NTEE code T22, revenue within 2x, similar name
ROBBEN FOUNDATION INCNYT22 $1,291,500$1,291,314 President and Director$0 Same NTEE code T22, revenue within 2x, similar name
SCHEUMANN FOUNDATION INCINT22 $1,044,564$891,306 PRES/TREAS$0 Same NTEE code T22, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FRANSECO A MASCARO CHARITABLE TR Private foundation$559,0114 12016–2022 LOUIS J MASCARO FOUNDATION INC
COMMONWEALTH BANK & TRUST COMPANY CHARITABLE Private foundation$402,7591 12024–2024 STOCK YARDS BANK FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$357,9059 12014–2022 KEVIN COLEMAN FOUNDATION INC
MSB COCKAYNE FUND INC Private foundation$299,2561 12022–2022 REAM FOUNDATION
STARK COMMUNITY FOUNDATION INC DAF sponsor$168,9904 12021–2024 KEVIN COLEMAN FOUNDATION INC
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$25,0001 12018–2018 KEVIN COLEMAN FOUNDATION INC
LEO MODEL FOUNDATION INC Private foundation$25,0001 12019–2019 LINDY FOUNDATION
DAYTON FOUNDATION DEPOSITORY DAF sponsor$19,8002 12014–2017 KEVIN COLEMAN FOUNDATION INC
CALL FOUNDATION Private foundation$15,0003 12021–2023 WADMAN FOUNDATION
National Foundation for Philanthropy DAF sponsor$10,6001 12011–2011 FOCUS FOUNDATION
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$5,4006 12013–2015 KEVIN COLEMAN FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$5,1001 12023–2023 KEVIN COLEMAN FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $561,959 spent · pay $0 · grants $481,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $481,000 85.6%
Fees: other professional $60,380 10.7%
Taxes $16,016 2.9%
Fees: accounting $3,000 0.5%
Fees: legal $965 0.2%
Other expenses $598 0.1%
Total$561,959100%

View the filing

2024 · Form 990PF · $543,773 spent · pay $0 · grants $481,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $481,000 88.5%
Fees: other professional $55,152 10.1%
Taxes $4,000 0.7%
Fees: accounting $2,800 0.5%
Fees: legal $821 0.2%
Total$543,773100%

View the filing

2023 · Form 990PF · $531,730 spent · pay $0 · grants $480,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $480,000 90.3%
Fees: other professional $48,174 9.1%
Fees: accounting $2,700 0.5%
Fees: legal $856 0.2%
Total$531,730100%

View the filing

2022 · Form 990PF · $544,766 spent · pay $0 · grants $475,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $475,000 87.2%
Fees: other professional $48,975 9.0%
Taxes $17,886 3.3%
Fees: accounting $2,450 0.4%
Fees: legal $425 0.1%
Other expenses $30 0.0%
Total$544,766100%

View the filing

2021 · Form 990PF · $518,169 spent · pay $0 · grants $460,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $460,000 88.8%
Fees: other professional $49,867 9.6%
Taxes $4,728 0.9%
Fees: accounting $2,400 0.5%
Fees: legal $870 0.2%
Other expenses $304 0.1%
Total$518,169100%

View the filing

2020 · Form 990PF · $523,059 spent · pay $0 · grants $476,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $476,500 91.1%
Fees: other professional $39,986 7.6%
Fees: accounting $3,418 0.7%
Taxes $1,600 0.3%
Fees: legal $1,500 0.3%
Other expenses $55 0.0%
Total$523,059100%

View the filing

2019 · Form 990PF · $518,040 spent · pay $0 · grants $472,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $472,000 91.1%
Fees: other professional $35,390 6.8%
Taxes $7,471 1.4%
Fees: accounting $2,494 0.5%
Fees: legal $685 0.1%
Total$518,040100%

View the filing

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