BOY SCOUTS OF AMERICA POTAWATOMI AREA COUNCIL-TRUST FUND (EIN 237441800) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

PAUL SCHWARTZ

Phone

2625444881

Tax Period

2024-01-01 to 2024-12-31

BOY SCOUTS OF AMERICA POTAWATOMI AREA COUNCIL-TRUST FUND, founded in 1996, is a small nonprofit that reported $299K in total revenue in fiscal year 2024. Revenue surged 1232% from the prior year, signaling strong growth momentum. The organization ran a surplus of $268K, a strong 89% operating margin.

Mission

TO MAINTAIN AND SUPPORT THE SCOUTING PROGRAM OF BOY SCOUTS OF AMERICA POTAWATOMI AREA COUNCIL.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $207,840

Program Service Revenue $0

Investment Income $90,888

Other Revenue $500

TOTAL REVENUE $299,228

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $31,608

TOTAL EXPENSES $31,608

Year-over-Year Comparison

	2024	2023	Change
Revenue	$299,228	$22,469	+12.3%
Expenses	$31,608	$30,768	+0.0%
Net Income	$267,620	$-8,299	-33.2%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

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

$182,598

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFRY BRIGMAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
THERESA SCHULTZ	WAUKESHA STATE BANK REP	1.00	Director	$0	$0	$0
MARK KINDLER	BAIRD REP	1.00	Director	$0	$0	$0
BRETT MILLER	MEMBER	1.00	Director	$0	$0	$0
GREG NEBEL	MEMBER	1.00	Director	$0	$0	$0
PAUL SCHWARTZ	SCOUT EXECUTIVE	1.00	Officer	$0	$5,424	$182,598

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	$299,228	$31,608	$2,916,990	$267,620
2023	$22,469	$30,768	$2,618,393	$-8,299
2022	$292,861	$29,258	$2,168,165	$263,603
2021	$105,242	$283,408	$2,819,970	$-178,166
2020	$51,080	$36,457	$2,649,448	$14,623
2019	$10,200	$10,215	$2,503,440	$-15
2018	$14,247	$26,847	$2,208,590	$-12,600

BOY SCOUTS OF AMERICA POTAWATOMI AREA COUNCIL-TRUST FUND