CATALINA COUNCIL BSA TRUST

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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

2016

Legal Domicile

Principal Officer

FLEMING CURTI PLC

Phone

5202734552

Tax Period

2024-01-01 to 2024-12-31

CATALINA COUNCIL BSA TRUST, founded in 2016, is a small nonprofit that reported $195K in total revenue in fiscal year 2024. Revenue surged 167% from the prior year, signaling strong growth momentum. Expenses of $582K exceeded revenue, resulting in a 199% operating deficit.

Mission

TO HOLD AND INVEST ASSETS TO PROVIDE FUNDS FOR GENERAL PURPOSE SUPPORT OF THE CATALINA COUNCIL, BOY SCOUTS OF AMERICA.

Program Service Accomplishments

Program 1

Expenses: $564,119 Revenue: $0

THE CATALINA COUNCIL BSA TRUST WAS ESTABLISHED AS A SUPPORTING ORGANIZATION TO HOLD AND INVEST ASSETS TO PROVIDE FUNDS FOR GENERAL PURPOSE SUPPORT OF THE CATALINA COUNCIL, BOY SCOUTS OF AMERICA, ITS...

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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 $1,721

Program Service Revenue $0

Investment Income $186,863

Other Revenue $6,162

TOTAL REVENUE $194,746

Expense Breakdown

Grants Paid $563,912

Salaries & Benefits $0

Fundraising Expenses $11

Program Expenses $564,119

Other Expenses $18,456

TOTAL EXPENSES $582,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$194,746	$72,981	+1.7%
Expenses	$582,368	$142,548	+3.1%
Net Income	$-387,622	$-69,567	+4.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.00		$7,934	$0	$7,934

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	$194,746	$582,368	$722,651	$-387,622
2023	$72,981	$142,548	$1,197,228	$-69,567
2022	$174,118	$193,601	$1,151,687	$-19,483
2021	$350,987	$1,378,035	$2,612,988	$-1,027,048
2020	$97,532	$149,916	$2,520,254	$-52,384
2019	$134,755	$147,672	$2,344,117	$-12,917
2018	$112,460	$67,791	$1,982,826	$44,669