SMART RECOVERY USA INC

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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

1994

Legal Domicile

Principal Officer

BILL GREER

Phone

4409515357

Tax Period

2023-01-01 to 2023-12-31

SMART RECOVERY USA INC, founded in 1994, is a community nonprofit in the Human Services sector that reported $2.1M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.8M left a modest 13% surplus.

Mission

SMART RECOVERY USA'S MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS, FAMILIES, AND COMMUNITIES WITH OUR SELF-EMPOWERING, SCIENCE-INFORMED APPROACH FOR PROBLEMATIC ADDICTIVE BEHAVIORS.

Program Service Accomplishments

Program 1

Expenses: $1,326,902 Revenue: $1,018,312

OUR PRIMARY PROGRAM IS PROVIDING TRAINING AND SUPPORT TO THE VOLUNTEER FACILITATORS OF LOCAL MUTUAL SUPPORT GROUP MEETINGS (IN-PERSON AND ONLINE) ACROSS THE UNITED STATES AND CANADA. IN 2023, WE...

OUR PRIMARY PROGRAM IS PROVIDING TRAINING AND SUPPORT TO THE VOLUNTEER FACILITATORS OF LOCAL MUTUAL SUPPORT GROUP MEETINGS (IN-PERSON AND ONLINE) ACROSS THE UNITED STATES AND CANADA. IN 2023, WE TRAINED 2,816 NEW FACILITATORS IN SMART RECOVERY TOOLS, TECHNIQUES, AND MEETING FACILITATION METHODS. WE ALSO TRAINED 1,181 TREATMENT PROFESSIONALS TO USE SMART RECOVERY IN THEIR TREATMENT OF INDIVIDUALS STRUGGLING WITH SUBSTANCE USE DISORDER. AS OF 12/31/2023, WE SUPPORTED 1,609 IN-PERSON AND ONLINE MEETINGS IN THE UNITED STATES AND CANADA.

Program 2

Expenses: $38,218 Revenue: $9,500

OUR MULTIPLE PATHWAYS PARTNER PROGRAM PROVIDES TRAINING AND A COMMUNITY OF PRACTICE TO ORGANIZATIONS WHO ARE INTERESTED IN HELPING US MAKE THE SMART RECOVERY APPROACH AVAILABLE IN THEIR COMMUNITIES...

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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 $1,054,846

Program Service Revenue $471,664

Investment Income $4,432

Other Revenue $556,148

TOTAL REVENUE $2,087,090

Expense Breakdown

Grants Paid $0

Salaries & Benefits $894,240

Fundraising Expenses $153,880

Program Expenses $1,365,120

Other Expenses $916,868

TOTAL EXPENSES $1,811,108

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,087,090	$1,903,719	+0.1%
Expenses	$1,811,108	$2,316,690	-0.2%
Net Income	$275,982	$-412,971	-1.7%

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

1502

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

$82,452

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	PRESIDENT	10.00		$0	$0	$0
N/A	VICE PRESIDENT	10.00		$0	$0	$0
N/A	TREASURER	10.00		$0	$0	$0
N/A	ASST TREASURER	10.00		$0	$0	$0
N/A	SECRETARY	10.00		$0	$0	$0
N/A	DIRECTOR	2.00		$0	$0	$0
N/A	DIRECTOR	2.00		$0	$0	$0
N/A	DIRECTOR	2.00		$0	$0	$0
N/A	DIRECTOR	2.00		$0	$0	$0
N/A	DIRECTOR	2.00		$0	$0	$0
N/A	DIRECTOR	2.00		$0	$0	$0
PETE RUBINAS	EXECUTIVE DIRECTOR	40.00	Officer	$82,452	$0	$82,452

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
2024	No data	No data	No data	No data
2023	$2,087,090	$1,811,108	$1,018,087	$275,982
2022	$1,903,719	$2,316,690	$609,593	$-412,971
2021	$2,355,610	$1,996,410	$1,042,096	$359,200
2020	$1,521,338	$1,388,403	$738,287	$132,935
2019	$1,241,016	$1,217,832	$472,539	$23,184
2018	$1,149,475	$1,243,199	$364,784	$-93,724