BOY SCOUTS OF AMERICA TRUST FUND #0084 SOUTH FLORIDA COUNCIL INC (EIN 237172042) - Form 990 Financial Analysis & Trantor Score

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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

1988

Legal Domicile

Principal Officer

JEFFREY BERGER

Phone

3053640020

Tax Period

2021-01-01 to 2021-12-31

Mission

ENDOWMENT ASSETS WHOSE FUNDS ARE USED FOR THE BENEFIT OF YOUTHS INVOLVED WITH THE SOUTH FLORIDA COUNCIL OF THE BOY SCOUTS OF AMERICA.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2021	2020	Change
Revenue	N/A	$13,801	-1.0%
Expenses	N/A	N/A	N/A
Net Income	N/A	$13,801	N/A

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

N/A

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

$250,923

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffrey Berger	Corporate Secretary/CEO	0.3	Officer	$0	$16,250	$250,923
Alicia Botero-Speight	PRESIDENT	0.3	Officer Director	$0	$0	$0
Philip Engelmann	EXECUTIVE BOARD MEMBER	0.3	Officer Director	$0	$0	$0
Jonathan Fisher	VP - DISTRICT OPERATIONS	0.3	Officer Director	$0	$0	$0
William Forshee	EXECUTIVE COMMITTEE	0.3	Officer Director	$0	$0	$0
James Hammel	VP - INVESTMENT	0.3	Officer Director	$0	$0	$0
Richard Levenson	EXECUTIVE COMMITTEE	0.3	Officer Director	$0	$0	$0
Roberto Munoz	VP - FINANCE	0.3	Officer Director	$0	$0	$0
Douglas J Sanders	Trustee	0.2	Director	$0	$0	$0

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
2021	No data	No data	No data	No data
2020	$13,801	No data	$950,663	No data
2019	$51,286	$3,445	$887,851	$47,841
2018	$5,437	No data	$826,313	No data

BOY SCOUTS OF AMERICA TRUST FUND #0084 SOUTH FLORIDA COUNCIL INC