SPECIAL BOY SCOUT TRUST FUND

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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

2024-01-01 to 2024-12-31

SPECIAL BOY SCOUT TRUST FUND, founded in 1988, is a small nonprofit that reported $630K in total revenue in fiscal year 2024. Revenue surged 584% from the prior year, signaling strong growth momentum. The organization ran a surplus of $603K, a strong 96% operating margin.

Mission

TO SUPPORT YOUTH PROGRAMS AND ACTIVITIES THROUGH SUPPORT OF THE BOY SCOUTS OF AMERICA AND ITS AFFILITATES.

Program Service Accomplishments

Program 1

Expenses: $26,971

INCOME AND TRUST ASSETS ARE USED FOR THE BENEFIT OF YOUTH THROUGH PROGRAMS OFFERED BY 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 (2024)

Revenue Breakdown

Contributions & Grants $2,000

Program Service Revenue $0

Investment Income $628,078

Other Revenue $0

TOTAL REVENUE $630,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,971

Other Expenses $26,971

TOTAL EXPENSES $26,971

Year-over-Year Comparison

	2024	2023	Change
Revenue	$630,078	$92,082	+5.8%
Expenses	$26,971	$2,000	+12.5%
Net Income	$603,107	$90,082	+5.7%

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

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

$250,614

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY BERGER	CORPORATE SE	1.00	Officer	$0	$17,491	$250,614
ROBERTO MUNOZ	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
ALEJANDRO MENDIETA	PRESIDENT	1.00	Officer Director	$0	$0	$0
JONATHAN FISHER	EXECUTIVE BO	1.00	Officer Director	$0	$0	$0
RICHARD LEVENSON	EXECUTIVE CO	1.00	Officer Director	$0	$0	$0
JOSHUA LEVENSON	VP FINANCE	1.00	Officer Director	$0	$0	$0
DOUGLAS J SANDERS	TRUSTEE	1.00	Director	$0	$0	$0
JAMES HAMMEL	EXECUTIVE CO	1.00	Officer Director	$0	$0	$0
FERNANDO ARAN	EXECUTIVE CO	1.00	Officer Director	$0	$0	$0
BILL FORSHEE	EXECUTIVE CO	1.00	Officer 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
2024	$630,078	$26,971	$7,500,596	$603,107
2023	$92,082	$2,000	$6,129,035	$90,082
2022	$417,813	$2,180	$5,494,680	$415,633
2021	$527,411	$2,402	$6,684,928	$525,009
2020	$123,043	$2,635	$5,936,163	$120,408
2019	$7,472	$2,875	$5,563,995	$4,597
2018	$109,968	$3,146	$4,993,262	$106,822