SMART FUTURES

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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

2004

Legal Domicile

Principal Officer

DAVID MOSEY

Phone

4122883900

Tax Period

2023-07-01 to 2024-06-30

SMART FUTURES, founded in 2004, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2023.

Mission

SMART FUTURES MISSION IS TO PROVIDE PENNSYLVANIA'S EDUCATORS WITH TECHNOLOGY SOLUTIONS THAT HELP KIDS TO GET REAL ABOUT WHO THEY ARE, WHERE THEY ARE GOING AND HOW TO GET THERE.

Program Service Accomplishments

Program 1

Expenses: $1,377,005 Revenue: $1,590,271

TOOLKIT UNLIMITED - AN ONLINE CAREER PLANNING AND PORTFOLIO PLATFORM FOR K-12 STUDENTS IN PENNSYLVANIA. SMART FUTURES HAS ENGAGED WITH THE PENNSYLVANIA DEPARTMENT OF EDUCATION TO GUIDE THE...

TOOLKIT UNLIMITED - AN ONLINE CAREER PLANNING AND PORTFOLIO PLATFORM FOR K-12 STUDENTS IN PENNSYLVANIA. SMART FUTURES HAS ENGAGED WITH THE PENNSYLVANIA DEPARTMENT OF EDUCATION TO GUIDE THE DEVELOPMENT OF SMARTFUTURES.ORG. SMARTFUTURES.ORG IS AN ACCESSIBLE WEB-BASED CAREER PLANNING AND PORTFOLIO PLATFORM THAT ENABLES SCHOOLS TO SEAMLESSLY DELIVER THE CEW STANDARDS IN A WAY THAT IS ENGAGING FOR STUDENTS AND GENERATES THE CAREER READINESS INDICATORS REQUIRED BY PDE.TO PENNSYLVANIA SCHOOL DISTRICTS AND CHARTER SCHOOLS, SMARTFUTURES.ORG IS A DROP-IN FUTURE READY CAREER PLAN AND PORTFOLIO SOLUTION THAT PROVIDES A K-12 CURRICULUM ALIGNED TO ALL 23 ELEMENTS ACROSS THE FOUR STRANDS OF THE CAREER EDUCATION AND WORK STANDARDS. SMARTFUTURES.ORG SUPPORTS SCHOOL DISTRICTS AND CHARTER SCHOOLS WITH ARTIFACT CREATION, DATA COLLECTION, STUDENT BADGING, AND COMPLIANCE MONITORING AND REPORTING. THE PLATFORM IS CURRENTLY BEING USED BY DISTRICTS AND CHARTER SCHOOLS ACROSS PENNSYLVANIA THROUGH AN AFFORDABLE ANNUAL SUBSCRIPTION/DONATION. SMART FUTURES CONTINUES TO OPERATE PA EMENTORING, AN ONLINE CAREER MENTORING PROGRAM, AND HOPES TO BUILD THE CAPACITY OF THE PROGRAM SO ITS EMENTOR VOLUNTEERS CAN SERVE ALL STUDENTS SERVED BY SMARTFUTURES.ORG.

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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 (2023)

Revenue Breakdown

Contributions & Grants $22,000

Program Service Revenue $1,590,271

Investment Income $20,746

Other Revenue $47

TOTAL REVENUE $1,633,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,193,040

Fundraising Expenses $38,706

Program Expenses $1,377,005

Other Expenses $439,842

TOTAL EXPENSES $1,632,882

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,633,064	$1,561,341	+0.0%
Expenses	$1,632,882	$1,486,448	+0.1%
Net Income	$182	$74,893	-1.0%

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

N/A

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

$256,310

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DWAYNE DAGEN	DIRECTOR-TREASURER	0.50	Officer Director	$0	$0	$0
ERIC HEASLEY	DIRECTOR	0.50	Director	$0	$0	$0
BOBBIE ANNE BARNES	DIRECTOR-PRESIDENT	0.50	Officer Director	$0	$0	$0
BERNADETTE BOERCKEL	DIRECTOR	0.50	Director	$0	$0	$0
JEFFREY EMANUEL	DIRECTOR-SECRETARY	0.50	Officer Director	$0	$0	$0
HEATHER ALBRIGHT	DIRECTOR	0.50	Director	$0	$0	$0
EMILIA MATTUCCI	DIRECTOR	0.50	Director	$0	$0	$0
JOHN PULVER	DIRECTOR	0.50	Director	$0	$0	$0
DAVID J MOSEY	EXECUTIVE DIRECTOR	40.00	Officer	$215,500	$40,810	$256,310

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	No data	No data	No data	No data
2024	$1,633,064	$1,632,882	$670,634	$182
2023	$1,561,341	$1,486,448	$672,402	$74,893
2022	$919,500	$1,052,013	$592,253	$-132,513
2021	$936,252	$594,495	$579,582	$341,757
2020	$512,661	$467,905	$123,173	$44,756
2019	$290,772	$299,313	$63,924	$-8,541
2018	$243,689	$252,205	$22,870	$-8,516