SMART GROWTH AMERICA

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

ELIZABETH OSBORNE

Phone

2022073355

Tax Period

2024-07-01 to 2025-06-30

SMART GROWTH AMERICA, founded in 2002, is a community nonprofit in the Environment sector that reported $7.2M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $8.5M exceeded revenue, resulting in a 18% operating deficit.

Mission

SMART GROWTH AMERICA ENVISIONS A COUNTRY WHERE NO MATTER WHERE YOU LIVE, OR WHO YOU ARE, YOU CAN ENJOY LIVING IN A PLACE THAT IS HEALTHY, PROSPEROUS, AND RESILIENT. OUR MISSION IS TO EMPOWER COMMUNITIES THROUGH TECHNICAL ASSISTANCE, ADVOCACY, AND THOUGHT LEADERSHIP TO REALIZE OUR VISION OF LIVABLE PLACES, HEALTHY PEOPLE, AND SHARED PROSPERITY.

Program Service Accomplishments

Program 1

Expenses: $4,840,194 Revenue: $1,552,648

EDUCATION, OUTREACH AND POLICY: POLICY DEVELOPMENT AND ADVOCACY FOR SMART GROWTH POLICIES AT VARIOUS LEVELS OF GOVERNMENT.

Program 2

Expenses: $1,783,979 Revenue: $255,978

IMPLEMENTATION AND ADVISING: PROVIDE TECHNICAL ASSISTANCE TO COMMUNITIES AND PUBLIC OFFICIALS WHO WANT INFORMATION ABOUT SMART GROWTH IMPLEMENTATION AND POLICY MAKING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,395,169

Program Service Revenue $1,803,108

Investment Income $5,008

Other Revenue $510

TOTAL REVENUE $7,203,795

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,224,376

Fundraising Expenses $1,083

Program Expenses $6,624,173

Other Expenses $4,260,472

TOTAL EXPENSES $8,484,848

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,203,795	$5,907,576	+0.2%
Expenses	$8,484,848	$9,699,726	-0.1%
Net Income	$-1,281,053	$-3,792,150	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$687,738

Total Directors

Key Employees

$595,919

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY COTTER - TERM ENDED	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDRE LEROUX	BOARD MEMBER	2.00	Director	$0	$0	$0
ANITA COZART - TERM ENDED	BOARD MEMBER	2.00	Director	$0	$0	$0
ASHOK GUPTA - TERM ENDED	BOARD MEMBER	2.00	Director	$0	$0	$0
CAMILLE BROOME	BOARD MEMBER	2.00	Director	$0	$0	$0
DANIELLE ARIGONI - TERM ENDED	BOARD MEMBER	2.00	Director	$0	$0	$0
EMEKA MONEME	BOARD MEMBER	2.00	Director	$0	$0	$0
JACK MACHEK - TERM ENDED	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
JEREMY MADSEN	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
MADELINE F COOK	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
MAELA BILONIK - TERM ENDED	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICE FREY	BOARD MEMBER	2.00	Director	$0	$0	$0
PETER KASABACH	BOARD MEMBER	2.00	Director	$0	$0	$0
PETER PARK	BOARD MEMBER	2.00	Director	$0	$0	$0
SHALINI VAJHALA	BOARD MEMBER	2.00	Director	$0	$0	$0
STEWART SCHAWARTZ	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN D DAGGETT	BOARD MEMBER	2.00	Director	$0	$0	$0
CALVIN GLADNEY	PRESIDENT & CEO (THROUGH 4/2025)	40.00	Officer	$288,500	$13,983	$302,483
ELIZABETH OSBORNE	PRESIDENT & CEO (AS OF 4/2025)	40.00	Officer	$194,663	$42,116	$236,779
ISAAC MINTZ HIRED 05302024	VP, FINANCE AND ADMINSTRATION	40.00	Officer	$133,514	$14,962	$148,476
ERICA COVA	DIRECTOR OF COMMUNICATIONS	40.00	Key Emp	$163,590	$10,137	$173,727
JOHN ROBERT SMITH	SENIOR POLICY ADVISOR	40.00	Key Emp	$178,045	$24,675	$202,720
KATHARINE BURGESS	VP, LAND USE & DEVELOPMENT	40.00	Key Emp	$179,399	$40,073	$219,472

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$7,203,795	$8,484,848	$8,748,440	$-1,281,053
2024	No data	No data	No data	No data
2023	$11,543,859	$6,801,486	$8,950,749	$4,742,373
2023	$11,391,002	$6,936,761	$8,662,617	$4,454,241
2022	$5,687,747	$5,599,594	$4,184,956	$88,153
2021	$5,937,730	$5,044,774	$4,425,807	$892,956
2020	$5,527,186	$5,990,543	$3,860,274	$-463,357
2019	$5,632,755	$6,756,303	$3,808,909	$-1,123,548
2018	$6,776,245	$7,550,579	$5,541,744	$-774,334