2023-10-31T12:33:40-05:00 2022-12-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2022-01-01 741917663 BOY SCOUTS OF AMERICA - CAPITOL AREA COUNCIL - TOM WOOTEN TRUST BOYS 5129266363 12500 N IH 35 AUSTIN TX 78753 JON C YATES SCOUT EXECUTIVE 5129266363 2023-10-30 1 JON YATES 999009999 1 RENAE DUNCAN P01257722 5123462086 2023-10-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JON C YATES 12500 N IH 35 AUSTIN TX 78753 3606235 0 1761 X WWW.BSACAC.ORG X 1973 TX TO PROVIDE SUPPORT FOR OPERATING AND CAPITAL EXPENDITURES OF BOY SCOUTS OF AMERICA - CAPITOL AREA COUNCIL, WHICH SUPPORTS SCOUTING IN CENTRAL TEXAS. THE MISSION OF SCOUTING IS TO PREPARE YOUNG PEOPLE TO MAKE ETHICAL CHOICES OVER A LIFETIME. 120 120 0 120 0 0 56963 36388 0 0 983662 1102096 0 0 1040625 1138484 0 0 0 0 0 0 0 0 2 122288 4447189 122288 4447189 918337 -3308705 29136570 18732794 0 27 29136570 18732767 TO PREPARE YOUNG PEOPLE TO MAKE ETHICAL CHOICES OVER THEIR LIFETIME BY INSTILLING IN THEM THE VALUES OF THE SCOUT OATH AND LAW. 0 0 4447179 TO PROVIDE THE PORTION OF SETTLEMENT DEMAND FOR THE COUNCIL DUE TO THE BANKRUPTCY PROCEEDINGS OF THE NATIONAL COUNCIL OF THE BOY SCOUTS OF AMERICA. 4447179 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 120 120 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JENNIFER BROWN 5126178626 12500 N IH 35 AUSTIN TX 78753 ALFRED JENKINS ADVISORY 2.00 2.00 X 0 0 0 ANOOJ THAKRAR VICE PRESIDENT - LEGAL COUNSEL 2.00 2.00 X X 0 0 0 BARRY STREUSAND EXECUTIVE BOARD 2.00 2.00 X 0 0 0 BEN TURNER EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 BENNY LATHAM EXECUTIVE BOARD 2.00 2.00 X 0 0 0 BILL BRYSON EXECUTIVE BOARD 2.00 2.00 X 0 0 0 BILLY RUSSELL EXECUTIVE BOARD 2.00 2.00 X 0 0 0 BOB ESKRIDGE CHISHOLM TRAIL DISTRICT CHAIR 2.00 2.00 X 0 0 0 BOB MILLER EXECUTIVE BOARD 2.00 2.00 X 0 0 0 BOB OATMAN ADVISORY 2.00 2.00 X 0 0 0 CHARLENE HEYDINGER EXECUTIVE BOARD 2.00 2.00 X 0 0 0 BARRY BALES EXECUTIVE BOARD 2.00 2.00 X 0 0 0 CHRIS SMITH VICE PRESIDENT - MEMBERSHIP 2.00 2.00 X X 0 0 0 COLIN PARRISH EXECUTIVE BOARD 2.00 2.00 X 0 0 0 CRAIG HUGHES EXECUTIVE BOARD 2.00 2.00 X 0 0 0 CHRISTY COCHRAN ADVISORY 2.00 2.00 X 0 0 0 DALE LAINE EXECUTIVE BOARD 2.00 2.00 X 0 0 0 DAN LEONARD EXECUTIVE BOARD 2.00 2.00 X 0 0 0 DANIEL GONZALES EXECUTIVE BOARD 2.00 2.00 X 0 0 0 RICHARD FANT ADVISORY 2.00 2.00 X 0 0 0 DIRK HEINEN VICE PRESIDENT - DISTRICT OPS 2.00 2.00 X X 0 0 0 DONNA GALATI ADVISORY 2.00 2.00 X 0 0 0 DREUX HARGUS ADVISORY 2.00 2.00 X 0 0 0 DWIGHT THOMPSON EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 ED GRUN ADVISORY 2.00 2.00 X 0 0 0 ELLEN AULT EXECUTIVE BOARD 2.00 2.00 X 0 0 0 ELLEN WOOD ADVISORY 2.00 2.00 X 0 0 0 ERIC PASTOR EXECUTIVE BOARD 2.00 2.00 X 0 0 0 GEORGE ROBINSON EXECUTIVE BOARD 2.00 2.00 X 0 0 0 GREG JOHNSTON EXECUTIVE BOARD 2.00 2.00 X 0 0 0 GREG RABAEY EXECUTIVE BOARD 2.00 2.00 X 0 0 0 GREGORY SMITH EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 HARRY ZIMMERMAN EXECUTIVE BOARD 2.00 2.00 X 0 0 0 JACK GINDLER PRESIDENT 2.00 2.00 X X 0 0 0 JACK HOLFORD EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 JAMES MCCLURE ADVISORY 2.00 2.00 X 0 0 0 JASON FRY HILL COUNTRY DISTRICT CHAIR 2.00 2.00 X 0 0 0 JAYNE WALTERS EXECUTIVE BOARD 2.00 2.00 X 0 0 0 JEFF LANGEN EXECUTIVE BOARD 2.00 2.00 X 0 0 0 JEFFREY HYNES NORTH SHORE DISTRICT CHAIR 2.00 2.00 X 0 0 0 SIMON GARZA EXECUTIVE BOARD 2.00 2.00 X 0 0 0 JENNY DEEN EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 JIM BECK VICE PRESIDENT - PROGRAM 2.00 2.00 X X 0 0 0 EARL HAIRSTON EXECUTIVE BOARD 2.00 2.00 X 0 0 0 JIM SYLVESTER ADVISORY 2.00 2.00 X 0 0 0 JOE BEAL EXECUTIVE BOARD 2.00 2.00 X 0 0 0 JOEL BAKER ADVISORY 2.00 2.00 X 0 0 0 JOHN DEMMLER COUNCIL TREASURER 2.00 2.00 X X 0 0 0 JOHN ELLIS VICE PRESIDENT - ADMINISTRATION 2.00 2.00 X X 0 0 0 JON GRAF EXECUTIVE BOARD 2.00 2.00 X 0 0 0 JONATHAN KASLING EXECUTIVE BOARD 2.00 2.00 X 0 0 0 JUSTIN JACOBS EXECUTIVE BOARD 2.00 2.00 X 0 0 0 KATHERINE MCLANE VICE PRESIDENT - MARKETING 2.00 2.00 X X 0 0 0 KEITH GRAF ADVISORY 2.00 2.00 X 0 0 0 KELLY COOPER EXECUTIVE BOARD 2.00 2.00 X 0 0 0 JOEL HOLST EXECUTIVE BOARD 2.00 2.00 X 0 0 0 KIM DAY EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 KIM ECKERT ADVISORY 2.00 2.00 X 0 0 0 KIM MIERS EXECUTIVE BOARD 2.00 2.00 X 0 0 0 KIRBY BAIRD EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 KURT LEMKE EXECUTIVE BOARD 2.00 2.00 X 0 0 0 STACI KILPATRICK ADVISORY 2.00 2.00 X 0 0 0 LYNN BROOKS EXECUTIVE BOARD 2.00 2.00 X 0 0 0 MARIETTA SCOTT EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 MARK MARSHALL VICE PRESIDENT - COUNCIL RELATIONS 2.00 2.00 X X 0 0 0 MAYA GUERRA GAMBLE EXECUTIVE BOARD 2.00 2.00 X 0 0 0 KATE KYLE ARMADILLO DISTRICT CHAIR 2.00 2.00 X 0 0 0 MICHAEL PARKER ADVISORY 2.00 2.00 X 0 0 0 MICHAEL SULLIVAN EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 MICHAEL TORRES ADVISORY 2.00 2.00 X 0 0 0 MIKE BIRDLEBOUGH VICE PRESIDENT - STRATEGIC PLAN 2.00 2.00 X X 0 0 0 MIKE METSCHAN EXECUTIVE BOARD 2.00 2.00 X 0 0 0 MOLLIE O'HARA LEACH EXECUTIVE BOARD 2.00 2.00 X 0 0 0 NOEL BRINKMAN EXECUTIVE BOARD 2.00 2.00 X 0 0 0 PATRICK HOWARD EXECUTIVE BOARD 2.00 2.00 X 0 0 0 PETER SARGENT EXECUTIVE BOARD 2.00 2.00 X 0 0 0 RAYMOND GRAY EXECUTIVE BOARD 2.00 2.00 X 0 0 0 REX GORE EXECUTIVE BOARD 2.00 2.00 X 0 0 0 RICHARD RHODES VICE PRESIDENT - LFL 2.00 2.00 X X 0 0 0 RICHARD SOUTH EXECUTIVE BOARD 2.00 2.00 X 0 0 0 RICK SWISHER EXECUTIVE BOARD 2.00 2.00 X 0 0 0 ROD COFFIN EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 RON GARLAND VICE PRESIDENT - ENDOWMENT 2.00 2.00 X X 0 0 0 ROX COVERT ADVISORY 2.00 2.00 X 0 0 0 ROY BEARD EXECUTIVE BOARD 2.00 2.00 X 0 0 0 RYAN LEAHY ADVISORY 2.00 2.00 X 0 0 0 SAM PAINOVICH THUNDERBIRD DISTRICT CHAIR 2.00 2.00 X 0 0 0 SID COVINGTON EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 STEPHANIE BERGERON PERDUE ADVISORY 2.00 2.00 X 0 0 0 TE STARR ADVISORY 2.00 2.00 X 0 0 0 STEVE ALLEN EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 ROY STILES SACRED SPRINGS DISTRICT CHAIR 2.00 2.00 X 0 0 0 STEVE MATTHEWS EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 KRIS TOLMAN ADVISORY 2.00 2.00 X 0 0 0 TERRY HALL EXECUTIVE BOARD 2.00 2.00 X 0 0 0 TIM HILL EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 TODD REIMERS VICE PRESIDENT - PROPERTIES 2.00 2.00 X X 0 0 0 TOM HORN EXECUTIVE BOARD 2.00 2.00 X 0 0 0 TOM MARTINE ADVISORY 2.00 2.00 X 0 0 0 VAUGHN BROCK ADVISORY 2.00 2.00 X 0 0 0 WADE COOPER EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 WAYNE COURREGES ADVISORY 2.00 2.00 X 0 0 0 WILLIAM MARTIN ASSOCIATE 2.00 2.00 X 0 0 0 WINSTON KRAUSE EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 CHRISTIAN DOHSE EXECUTIVE BOARD 2.00 2.00 X 0 0 0 CRAIG HIATT ADVISORY 2.00 2.00 X 0 0 0 HILL KRAUSE ADVISORY 2.00 2.00 X 0 0 0 KARIM PRASLA EXECUTIVE BOARD 2.00 2.00 X 0 0 0 KURT REGENBRECHT LIVEOAK DISTRICT CHAIR 2.00 2.00 X 0 0 0 KURUVILA MANI COUNCIL COMMISSIONER 2.00 2.00 X 0 0 0 LARRY WALLACE EXECUTIVE COMMITTEE 2.00 2.00 X 0 0 0 LETHE BURNS ADVISORY 2.00 2.00 X 0 0 0 LOREAL STEPNEY BLACKLAND PRIARIE DISTRICT CHAIR 2.00 2.00 X 0 0 0 MICHAEL FILES VICE PRESIDENT - DIVERSITY & EQUITY 2.00 2.00 X X 0 0 0 MIKE MORGAN ADVISORY 2.00 2.00 X 0 0 0 RANDALL GOLTZMAN ADVISORY 2.00 2.00 X 0 0 0 TIM URBAN VICE PRESIDENT - CONSERVATION 2.00 2.00 X X 0 0 0 JOE WATTS SAN GABRIEL DISTRICT CHAIR 2.00 2.00 X 0 0 0 BOBBY RAY WILLIAMS WATERLOO DISTRICT CHAIR 2.00 2.00 X 0 0 0 JJ JAKUBIK DISTRICT CHAIR OF BEE CAVE DISTRICT 2.00 2.00 X 0 0 0 JON YATES SCOUT EXECUTIVE 2.00 40.00 X 0 215131 30049 0 215131 30049 0 0 1 0 0 36388 36388 352113 352113 3217734 2467751 749983 749983 749983 1138484 0 0 1102096 127162 127162 4319936 4319936 MISCELLANEOUS EXPENSES 91 81 8 2 4447189 4447179 8 2 857539 719738 325054 325054 16539139 10931000 10959280 6399836 455558 357166 29136570 18732794 27 0 27 X 25537053 15132783 3599517 3599984 29136570 18732767 29136570 18732794 -3308705 -7095098 0 X X 0 1 X 1 0 X X 1 BOY SCOUTS OF AMERICA - CAPITOL AREA COUNCIL 741143057 7 1 123794 0 1 123794 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION E, LINE 2A "BOY SCOUTS OF AMERICA - CAPITOL AREA COUNCIL - TOM WOOTEN TRUST" SUPPORTS "BOY SCOUTS OF AMERICA - CAPITOL AREA COUNCIL." "BOY SCOUTS OF AMERICA - CAPITOL AREA COUNCIL - TOM WOOTEN TRUST" PURCHASES LAND & PROVIDES CAMP DEVELOPMENT & OTHER CAPITAL NEEDS FOR "BOY SCOUTS OF AMERICA - CAPITOL AREA COUNCIL." "BOY SCOUTS OF AMERICA - CAPITOL AREA COUNCIL - TOM WOOTEN TRUST" DOES NOT PERFORM ANY OTHER ACTIVITIES. PART IV, SECTION E, LINE 2B "BOY SCOUTS OF AMERICA - CAPITOL AREA COUNCIL" WOULD HAVE ENGAGED IN PURCHASING LAND & PROVIDING CAMP DEVELOPMENT & OTHER CAPITAL NEEDS FOR ITSELF IF "BOY SCOUTS OF AMERICA - CAPITOL AREA COUNCIL - TOM WOOTEN TRUST" WAS NOT ALREADY PERFORMING THOSE ACTIVITIES. PART IV, SECTION D, LINE 3 THE SUPPORTING ORGANIZATION "BOY SCOUTS OF AMERICA - CAPITOL AREA COUNCIL - TOM WOOTEN TRUST AND THE SUPPORTED ORGANIZATION "BOY SCOUTS OF AMERICA - CAPITOL AREA COUNCIL" SHARE THE SAME OFFICERS AND DIRECTORS. 29136570 36388 -10316370 123794 18732794 27088510 56963 2015614 24517 29136570 24715255 27509 2486983 141237 27088510 20602288 1068687 3232921 162324 26317 24715255 23106688 55429 -2524258 35571 20602288 0.81000 0.19000 0 1 1 0 INVESCO INTERNATIONAL DIVERSIFIED FUND 1662364 F THORNBURG INTERNATIONAL 1438909 F ISHARES RUSSELL 1000 GROWTH ETF 1436908 F ISHARES RUSSELL 1000 VALUE ETF 1861655 F 6399836 X PART V, LINE 4: THE ENDOWMENT FUNDS ALLOW FOR GOOD STEWARDSHIP OF THE COUNCIL'S MONETARY ASSETS, PROVIDE INCOME FOR CAPITAL AND OPERATING NEEDS AND PRESERVE THE FUNDS SO THAT THEY MAY PROVIDE BENEFITS TO FUTURE YEARS. DONOR RESTRICTIONS REGARDING PURPOSE APPLY TO SOME OF THE FUNDS. PART X, LINE 2: THE COUNCIL ADOPTED THE PROVISIONS OF THE FASB STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (ASC 740-10-25). UNDER THIS STANDARD, AN ORGANIZATION SHALL INITIALLY RECOGNIZE THE CONSOLIDATED FINANCIAL STATEMENT EFFECTS OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE COUNCIL DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEAR ENDED DECEMBER 31, 2022, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE COUNCIL'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND LOCAL AUTHORITIES. THE TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2019, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. X X 0 0 0 0 0 0 0 0 0 JON YATES SCOUT EXECUTIVE 0 215131 0 0 0 0 0 20243 0 9806 0 245180 0 0 PART I, LINE 3 THE SALARY AND COMPENSATION COMMITTEE REVIEWS AND APPROVES ALL SALARIES. THE COMMITTEE DETERMINES SALARIES AND APPLICABLE RAISES BASED ON EMPLOYEE PERFORMANCE AND MARKET VALUES. FORM 990, PART VI, SECTION A, LINE 7A BOARD OF DIRECTORS ARE NOMINATED BY A COMMITTEE, THEN ELECTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CONTROLLER AND SCOUT EXECUTIVE, THEN SENT TO THE BOARD FOR REVIEW BEFORE IT IS SUBMITTED TO IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD SIGNS THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THERE IS AN INDEPENDENT COMMITTEE THAT REVIEWS THE SCOUT EXECUTIVE'S PAY AND COMPARES IT TO SALARY SURVEYS, MARKET ASSESSMENTS AND INDUSTRY AVERAGES. THE INDEPENDENT COMMITTEE COMPLETES THIS PROCESS FOR ALL EMPLOYEES, ALTHOUGH THE PROCESS FOR THE SCOUT EXECUTIVE IS MORE EXTENSIVE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2B & 2C THE AUDIT FOR BOY SCOUTS OF AMERICA-CAPITOL AREA COUNCIL IS A CONSOLIDATED AUDIT THAT INCLUDES THE BOY SCOUTS OF AMERICA-CAPITOL AREA COUNCIL-TOM WOOTEN TRUST AND THE BOY SCOUTS OF AMERICA-CAPITOL AREA COUNCIL-SCOTT TRUST. THE AUDITED FINANCIALS INCLUDE A CONSOLIDATING SCHEDULE WHICH SEPARATES THE REVENUES AND THE EXPENSES FOR EACH ENTITY. THE FINANCE COMMITTTEE REVIEWS THE AUDIT AND PRESENTS IT TO THE FULL BOARD. FORM 990 BOY SCOUTS OF AMERICA-CAPITOL AREA COUNCIL-TOM WOOTEN TRUST EIN 74-1917663 REPORTS ALL OF THE ENDOWMENT TRUSTS HELD BY BOY SCOUTS OF AMERICA #564-CAPITOL AREA COUNCIL EIN 74-1143057. THE REPORTING ORGANIZATION TOM WOOTEN TRUST IS REPORTING THE INVESTMENT INCOME FROM THE BOY SCOUTS OF AMERICA-CAPITOL AREA COUNCIL-SCOTT TRUST EIN 74-2338132. BOY SCOUTS OF AMERICA - CAPITOL AREA COUNCIL 12500 N IH 35 AUSTIN TX 78753 741143057 PROMOTING THE BOY SCOUT PROGRAM & SERVING A 15-COUNTY AREA IN CENTRAL TEXAS TX 501(C)(3) 7 N/A 0 CACBSA GRIFFITH LEAGUE CONSERVATION HOLDINGS INC 12500 N IH 35 AUSTIN TX 78753 421626677 PROVIDE SUPPORT FOR CAPITOL AREA COUNCIL INC., BOYS SCOUTS OF AMERICA #564 TX 501(C)(3) LINE 12A, I BOY SCOUTS OF AMERICA - CAPITOL AREA COUNCIL 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 BOY SCOUTS OF AMERICA - CAPITAL AREA COUNCIL R 123794