BOY SCOUTS OF AMERICA 55 SILICON VALLEY MONTEREY BAY COUNCIL (EIN 941156254) - 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

1967

Legal Domicile

Principal Officer

ERIC TARBOX

Phone

4086388300

Tax Period

2024-01-01 to 2024-12-31

BOY SCOUTS OF AMERICA 55 SILICON VALLEY MONTEREY BAY COUNCIL, founded in 1967, is a mid-sized nonprofit that reported $11.1M in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.0M, a strong 36% operating margin.

Mission

TO PREPARE YOUTH TO MAKE ETHICAL AND MORAL CHOICES BY INSTILLING IN THEM THE VALUES OF THE SCOUT OATH AND SCOUT LAW.

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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 $3,227,089

Program Service Revenue $1,827,977

Investment Income $4,964,814

Other Revenue $1,097,351

TOTAL REVENUE $11,117,231

Expense Breakdown

Grants Paid $61,987

Salaries & Benefits $3,430,614

Fundraising Expenses $1,182,070

Program Expenses $5,453,856

Other Expenses $3,550,859

TOTAL EXPENSES $7,104,645

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,117,231	$7,195,714	+0.5%
Expenses	$7,104,645	$6,442,679	+0.1%
Net Income	$4,012,586	$753,035	+4.3%

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

105

Volunteers

6521

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

$332,346

Total Directors

Key Employees

$226,566

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS MCGUGAN	PRESIDENT	4.00	Officer Director	$0	$0	$0
JEFF THOMPSON	COUNCIL COMMISSSIONER	4.00	Officer Director	$0	$0	$0
MIKE CATELANI	TREASURER	4.00	Officer Director	$0	$0	$0
STEPHEN HENKENMEIER	EXEC VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
RICHARD BRENNER	VP ADMINISTRATION	4.00	Officer Director	$0	$0	$0
DAVID LO	VP BOARD DEVELOPMENT	4.00	Officer Director	$0	$0	$0
PAUL BRANNON	VP CAPITAL PROJECTS	4.00	Officer Director	$0	$0	$0
JENNIFER MEJIA	VP CUSTOMER RELATIONS	4.00	Officer Director	$0	$0	$0
ROBERT WEDIG	VP ENDOWMENT	4.00	Officer Director	$0	$0	$0
MICHAEL GABLER	VP FIELD OPERATIONS	4.00	Officer Director	$0	$0	$0
JEFF CUSHMAN	VP FINANCIAL DEV	4.00	Officer Director	$0	$0	$0
STEVE CARDINALLI	VP MEMBERSHIP/REL	4.00	Officer Director	$0	$0	$0
KATHI LUCAS	VP PROGRAM	4.00	Officer Director	$0	$0	$0
TODD TREKELL	VP PROPERTIES	4.00	Officer Director	$0	$0	$0
DAVE HOLT	VP DIVERSITY EQUITY INCLUSION	4.00	Officer Director	$0	$0	$0
JON BALL	VP AT LARGE	4.00	Officer Director	$0	$0	$0
CARMEN FULLER	VP AT LARGE	4.00	Officer Director	$0	$0	$0
PETER LEMON	VP AT LARGE	4.00	Officer Director	$0	$0	$0
JUSTIN LEISINGER	VP AT LARGE	4.00	Officer Director	$0	$0	$0
MARK LAZZARINI	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
MICHAEL WARREN	LEGAL COUNCIL	4.00	Officer Director	$0	$0	$0
DAVID ADAMSKI	BOARD MEMBER	2.00	Director	$0	$0	$0
PETER BAIRD	BOARD MEMBER	2.00	Director	$0	$0	$0
KEN BOWER	BOARD MEMBER	2.00	Director	$0	$0	$0
EVE BRASFIELD	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES BRENNER	BOARD MEMBER	2.00	Director	$0	$0	$0
KRISTY BURCHARD	DISTRICT CHAIR	2.00	Director	$0	$0	$0
PETER CHUI	BOARD MEMBER	2.00	Director	$0	$0	$0
TRINA COFFMAN-GOMEZ	DISTRICT CHAIR	2.00	Director	$0	$0	$0
MARGO COMBS	BOARD MEMBER	2.00	Director	$0	$0	$0
WAYNE CUNNINGHAM	DISTRICT CHAIR	2.00	Director	$0	$0	$0
MARY DAMM	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL DAVIS	DISTRICT CHAIR	2.00	Director	$0	$0	$0
GEORGE DENISE	BOARD MEMBER	2.00	Director	$0	$0	$0
CHARLES ERICKSON	BOARD MEMBER	2.00	Director	$0	$0	$0
DOUGLAS ERICKSON	BOARD MEMBER	2.00	Director	$0	$0	$0
HAL HENDRICKSON	BOARD MEMBER	2.00	Director	$0	$0	$0
WILLIAM C JENNINGS	BOARD MEMBER	2.00	Director	$0	$0	$0
DAN KRENT	DISTRICT CHAIR	2.00	Director	$0	$0	$0
ROBERTSON KU	DISTRICT CHAIR	2.00	Director	$0	$0	$0
TOM P LACKOVIC	BOARD MEMBER	2.00	Director	$0	$0	$0
RICK LEISINGER	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID MA	BOARD MEMBER	2.00	Director	$0	$0	$0
TIM MCLAUGHLIN	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL NGUYEN	BOARD MEMBER	2.00	Director	$0	$0	$0
DICK NOACK	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID OKAMURA	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN PECK	BOARD MEMBER	2.00	Director	$0	$0	$0
TAM QUACH	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDREW RATERMANN	BOARD MEMBER	2.00	Director	$0	$0	$0
DAN RUSANOWSKY	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT SAPIEN	BOARD MEMBER	2.00	Director	$0	$0	$0
BOBBY TODA	BOARD MEMBER	2.00	Director	$0	$0	$0
TODD TRAYER	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIC TARBOX	SCOUT EXECUTIVE/CEO	50.00	Officer	$300,397	$31,949	$332,346
MICHAEL WILSON	DEPUTY SCOUT EXECUTIVE/CFO	50.00	Key Emp	$216,053	$10,513	$226,566
STEVE SOLBERG	DIRECTOR OF FIELD SERVICE	50.00	Highest	$137,259	$7,030	$144,289
DIANNE BETZ	DIRECTOR OF PROGRAM	50.00	Highest	$128,482	$15,355	$143,837
MARK MCHADDON	DIRECTOR OF PHILANTHROPY	50.00	Highest	$183,826	$16,482	$200,308
EVGENIA MIRFILD	DIRECTOR OF FUNDRAISING	50.00	Highest	$106,130	$44,271	$150,401

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	$11,117,231	$7,104,645	$45,702,537	$4,012,586
2023	$7,195,714	$6,442,679	$41,453,942	$753,035
2022	$6,126,642	$6,316,463	$40,553,729	$-189,821
2021	$11,153,006	$5,931,040	$53,602,889	$5,221,966
2021	$11,153,006	$15,931,040	$53,602,889	$-4,778,034
2020	$5,297,857	$4,701,659	$46,406,002	$596,198
2019	$18,080,812	$5,849,586	$45,319,394	$12,231,226
2018	$9,590,963	$4,812,164	$35,094,755	$4,778,799

BOY SCOUTS OF AMERICA 55 SILICON VALLEY MONTEREY BAY COUNCIL