2024-03-19T11:47:24-05:00 2023-06-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2022-07-01 860550646 BOYS & GIRLS CLUBS OF THE VALLEY INC BOYS 6029548182 4309 E BELLEVIEW STREET BLDG 14 PHOENIX AZ 85008 SWATI WEBB CHIEF FINANCIAL OFFICER 6029548182 2024-03-18 1 SWATI WEBB 999009999 1 KRISTEN BASS P01247587 6022646835 2024-03-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARCIA MINTZ 4309 E BELLEVIEW STREET BLDG 14 PHOENIX AZ 85008 39403975 0 X WWW.BGCAZ.ORG X 1963 AZ EMPOWER YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE MEMBERS... EMPOWER YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE MEMBERS OF THE COMMUNITY. 43 43 794 1108 0 0 28081074 21993230 4012713 4677113 583384 -1125067 1676130 2521534 34353301 28066810 7114673 190957 0 0 15081731 16668517 188528 294725 2462849 10270024 11983651 32654956 29137850 1698345 -1071040 61482980 62362578 5744680 4119389 55738300 58243189 X BOYS & GIRLS CLUBS OF THE VALLEY EMPOWERS YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE MEMBERS OF THE COMMUNITY. 0 0 22930459 190957 2663073 BOYS & GIRLS CLUBS OF THE VALLEY OFFERS AFFORDABLE AFTER-SCHOOL AND SUMMER PROGRAMS FOR 12,000+ YOUNG PEOPLE AGES 6 TO 18. AT CLUBS ACROSS THE VALLEY, BGCAZ PROVIDES AWARD-WINNING PROGRAMS DESIGNED TO CHANGE THE LIVES OF YOUNG PEOPLE. FOR OVER 70 YEARS, BGCAZ HAS BEEN CREATING EQUITY AND OPPORTUNITY FOR YOUTH THROUGH ACADEMIC, SOCIAL, AND WORKFORCE OPPORTUNITIES. WE HELP YOUNG PEOPLE MAKE HEALTHY DECISIONS AND FOCUS ON SOCIAL AND EMOTIONAL DEVELOPMENT TO BUILD RESILIENT YOUNG ADULTS. MOST IMPORTANTLY, WE WORK TO DEVELOP STRONG CHARACTER AND LEADERSHIP SKILLS BY CREATING POSITIVE CONNECTIONS TO CARING ADULTS AND THEIR COMMUNITY. BOYS & GIRLS CLUBS EMPLOYS A FORMULA FOR IMPACT FOR HOW THE ORGANIZATION IMPACTS THE LIFE OF A CHILD. OUR PROGRAMS ARE ORGANIZED AROUND FOUR PRIORITY OUTCOMES: ACADEMIC SUCCESS; GOOD CHARACTER & LEADERSHIP, HEALTHY CHOICES AND CAREER PATHWAYS & WORKFORCE READINESS. FOR MORE INFORMATION: VISIT WWW.BGCAZ.ORG AND @BGCARIZONA ON SOCIAL CHANNELS.ACADEMIC SUCCESS: GRADUATE FROM HIGH SCHOOL, READY FOR COLLEGE, TRADE SCHOOL, MILITARY OR EMPLOYMENT.GOOD CHARACTER & LEADERSHIP: BE AN ENGAGED MEMBER IN THE COMMUNITY, AND MODEL STRONG CHARACTER.HEALTHY LIFESTYLES: ADOPT A HEALTHY DIET, PRACTICE HEALTHY LIFESTYLE CHOICES AND MAKE A LIFELONG COMMITMENT TO FITNESS.CAREER PATHWAYS & WORKFORCE READINESS: BUILD KNOWLEDGE, SKILLS AND LEARNING EXPERIENCES TO PREPARE FOR THE 21ST CENTURY WORKFORCE AND LIFETIME ECONOMIC POTENTIAL. 2212260 2014040 MESA ARTS ACADEMY IS A FREE CHARTER SCHOOL THAT INTEGRATES THE ARTS INTO A RIGOROUS ACADEMIC CURRICULUM A HIGH QUALITY ALTERNATIVE FOR KINDERGARTEN THROUGH EIGHTH GRADE STUDENTS, MESA ARTS ACADEMY OFFERS STUDIES IN READING, MATH, SOCIAL STUDIES, SCIENCE, DRAMA, DANCE, MUSIC AND THE VISUAL ARTS WITH MORE THAN 225 STUDENTS, MESA ARTS ACADEMY PROVIDES HIGH-QUALITY EDUCATIONAL AND ARTS-BASED PROGRAMS FOR PRIMARY AND INTERMEDIATE GRADE LEVELS. 25142719 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 55 0 1 794 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 43 43 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SWATI WEBB 6029548182 4309 E BELLEVIEW STREET BLDG 14 PHOENIX AZ 85008 CULLEN MAXEY CHAIR 2.00 X X 0 0 0 BART PATTERSON VICE CHAIR 2.00 X X 0 0 0 AMY E PATEL TREASURER 2.00 X X 0 0 0 JIM C STABILITO SECRETARY 2.00 X X 0 0 0 GLYNIS BRYAN PAST CHAIR 2.00 X X 0 0 0 TRAVIS ANGLIN TRUSTEE 2.00 X 0 0 0 DALE R ADAMS TRUSTEE (LEFT JUNE 2023) 2.00 X 0 0 0 MICHAEL J BASIL TRUSTEE 2.00 X 0 0 0 JAMES G BAZLEN TRUSTEE 2.00 X 0 0 0 MICHELE BERG TRUSTEE 2.00 X 0 0 0 DAVID A BLOSS SR TRUSTEE 2.00 X 0 0 0 JAMES BOSSERMAN TRUSTEE 2.00 X 0 0 0 JAMES F BREWER TRUSTEE 2.00 X 0 0 0 MARIA BRINK TRUSTEE (LEFT JUNE 2023) 2.00 X 0 0 0 LATASHA CAUSEY TRUSTEE 2.00 X 0 0 0 LEIGHANNE CICCARELLI TRUSTEE 2.00 X 0 0 0 NEAL S CRAPO TRUSTEE 2.00 X 0 0 0 CLARISSA CERDA TRUSTEE (LEFT JUNE 2023) 2.00 X 0 0 0 THOMAS A COLLINS TRUSTEE (LEFT JUNE 2023) 2.00 X 0 0 0 ALAN DETATA TRUSTEE 2.00 X 0 0 0 FREDDIE DOBBINS TRUSTEE 2.00 X 0 0 0 DAVID EAKER TRUSTEE 2.00 X 0 0 0 MARK S EL-TAWIL TRUSTEE 2.00 X 0 0 0 PATRICK O EPUM TRUSTEE 2.00 X 0 0 0 TOM FLETCHER TRUSTEE 2.00 X 0 0 0 DAVID S GIFFORD TRUSTEE 2.00 X 0 0 0 DION GEARY TRUSTEE (LEFT JULY 2022) 2.00 X 0 0 0 JULIE GIESE TRUSTEE (LEFT DEC 2022) 2.00 X 0 0 0 KAMI HOSKINS TRUSTEE 2.00 X 0 0 0 DAVID HREHA TRUSTEE 2.00 X 0 0 0 ROBERT HUBBARD III TRUSTEE 2.00 X 0 0 0 DAWN JONES TRUSTEE 2.00 X 0 0 0 JAMES C KATZMAN TRUSTEE 2.00 X 0 0 0 PERCY KIRK TRUSTEE (LEFT JAN 2023) 2.00 X 0 0 0 LINDA LITTLE TRUSTEE 2.00 X 0 0 0 CHARLES W LOTZAR TRUSTEE 2.00 X 0 0 0 KEVIN W MCHOLLAND TRUSTEE 2.00 X 0 0 0 ROBERT J MICERA TRUSTEE 2.00 X 0 0 0 AYENSA MILAN TRUSTEE 2.00 X 0 0 0 JAMES R MOFFETT JR TRUSTEE 2.00 X 0 0 0 MARK MOONEY TRUSTEE 2.00 X 0 0 0 RJ MULLER TRUSTEE 2.00 X 0 0 0 MICHAEL O'CONNOR TRUSTEE 2.00 X 0 0 0 STEVEN L ORTEGA TRUSTEE 2.00 X 0 0 0 GLENN A PAHNKE TRUSTEE 2.00 X 0 0 0 MICHAEL S ROMANO TRUSTEE 2.00 X 0 0 0 DAVID W RALLS TRUSTEE 2.00 X 0 0 0 STEVE RYAN TRUSTEE 2.00 X 0 0 0 WILLIAM RAU TRUSTEE (LEFT NOV 2022) 2.00 X 0 0 0 JODY R SARCHETT TRUSTEE 2.00 X 0 0 0 MEG T SASSAMAN TRUSTEE 2.00 X 0 0 0 MARK W SCHOUTEN TRUSTEE 2.00 X 0 0 0 DARREN SUCATO TRUSTEE 2.00 X 0 0 0 GEORGE SPELIUS TRUSTEE (LEFT JUNE 2023) 2.00 X 0 0 0 DIANA L VOWELS TRUSTEE 2.00 X 0 0 0 SEAN R WALTZ TRUSTEE 2.00 X 0 0 0 BASIL S ZAIDI TRUSTEE 2.00 X 0 0 0 MARCIA MINTZ CEO 40.00 X 482645 0 36755 SWATI WEBB CFO 40.00 X 174661 0 30780 KIM MADRIGAL COO 40.00 X 256039 0 30418 CASSIDY CAMPANA VP COMMUNICATIONS 40.00 X 173875 0 17315 AMY FINLEY VP HUMAN RESOURCES 40.00 X 160590 0 24611 JOHN SCOLA SVP ADVANCEMENT 40.00 X 162485 0 17541 SAMUEL FOWLER VP OF DEVELOPMENT 40.00 X 172031 0 19242 1582326 0 176662 9 0 1 0 AZ SCHOOL MEALS 1235 S 48TH STREET 4 TEMPE AZ 85281 MEALS FOR FOOD PROGRAMS 1122525 BRIGHTER WAY INSTITUTE 230 SOUTH 12TH AVENUE PHOENIX AZ 85007 MANAGEMENT OF DENTAL CLINIC 450000 PRESTIGE JANITORIAL SERVICES 329 W LONE CACTUS DRIVE 6 PHOENIX AZ 85027 CLEANING OF FACILITIES 345425 NPCE 2680 EAST NINTH ST RENO NV 89512 IT MANAGEMENT SERVICES 290847 KIM JOYCE & ASSOCIATES 14301 N 87TH ST SUITE 107 SCOTTSDALE AZ 85260 GRANT WRITING SERVICES 203558 13 441006 2082787 7226716 12242721 236725 21993230 CLUBS 624110 2649077 2649077 CHARTER SCHOOL PROGRAM 624110 2014040 2014040 CONCESSIONS & T-SHIRT 624110 13996 13996 4677113 315969 315969 900 0 900 900 900 9265425 33000 10739461 0 -1474036 33000 -1441036 -1441036 2861921 2082787 591781 2270140 2270140 65079 5923 59156 59156 OTHER REVENUE 561499 191338 191338 191338 28066810 4677113 0 1396467 190957 190957 724841 51940 439171 233730 13619043 12160651 467189 991203 322056 272896 14192 34968 1028853 846545 55460 126848 973724 916152 17855 39717 29292 29292 99810 99810 294725 294725 30530 30530 1944072 1777952 37520 128600 582182 394684 29748 157750 3177540 3131328 29843 16369 161414 143326 9121 8967 2549132 2412630 71779 64723 196871 168796 8143 19932 175991 96777 14439 64775 13243 7931 980 4332 1670947 1607785 33778 29384 490642 450472 20514 19656 DUES & SUBSCRIPTIONS 380862 151663 94178 135021 REPAIRS & MAINTENANCE 312839 217078 46607 49154 POSTAGE 56149 46689 3125 6335 112135 67175 8300 36660 29137850 25142719 1532282 2462849 1489180 1639992 5114547 1728333 4538213 4615246 10000 137900 282517 262301 51999679 32823120 18824151 19176559 10722059 10693742 20502313 24108505 61482980 62362578 2167844 1926523 3119514 929412 457322 367308 0 896146 5744680 4119389 X 39680589 37755831 16057711 20487358 55738300 58243189 61482980 62362578 X -1071040 2088826 1487103 X 0 1 X 1 1 1 X 4839056 44136986 18555486 28081074 21993230 117605832 1385024 4482291 563052 805691 1242986 8479044 6224080 48619277 19118538 28886765 23236216 126084876 4885626 121199250 21988 133575 143088 302039 316869 917559 30803 204748 52982 80793 191338 560664 127563099 28537278 0.95010 0.96440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE RECOVERIES - 2019 AMOUNT: $ 139,428. 2020 AMOUNT: $ 30,042. 2021 AMOUNT: $ 2,862. 2022 AMOUNT: $ 0. MISCELLANEOUS - 2018 AMOUNT: $ 30,803. 2019 AMOUNT: $ 65,320. 2020 AMOUNT: $ 22,940. 2021 AMOUNT: $ 77,931. 2022 AMOUNT: $ 191,338. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4941557 659150 391447 223803 5768351 5615697 164282 -749951 88471 4941557 4355461 500000 760236 5615697 4407170 -16879 25000 9830 4355461 1.00000 1 0 3062495 3062495 39156582 24408193 14748389 1910489 1567634 342855 7809196 6847293 961903 60917 60917 19176559 CASH SURRENDER VALUE OF LIFE INSURANCE 158474 INTEREST IN FOUNDATION NET ASSETS 18236052 OPERATING LEASE RIGHT-OF-USE ASSETS 897800 OTHER ASSETS 84768 PREPAID RENT 1808333 UNAMORTIZED DONATED LEASE RECEIVABLE 2923078 24108505 OPERATING LEASE LIABILITIES 896146 896146 X 32893770 2088826 1314561 1487103 4890490 28003280 30530 33000 63530 28066810 30421881 1314561 1314561 29107320 30530 30530 29137850 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT IS TO PROVIDE STEADY, ONGOING, RELIABLE FINANCIAL SUPPORT TO THE CLUBS. IT IS HELD AND ADMINISTERED BY THE BOYS & GIRLS CLUBS OF THE VALLEY FOUNDATION, AN UNRELATED ORGANIZATION. PART X, LINE 2: THE CLUBS QUALIFY AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, THE CLUBS QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE IRC AND HAVE BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME ("UBTI") WOULD BE TAXABLE. BG DEVELOPMENT, LLC, BGC MANAGERS, LLC, AND AZ YOUTHFORCE, LLC ARE TREATED AS DISREGARDED ENTITIES FOR INCOME TAX PURPOSES, AND ACCORDINGLY, ALL INCOME AND EXPENSES ARE PASSED THROUGH TO THE CLUBS. THE CLUBS EVALUATE THEIR UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. THE CLUBS BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE CLUBS FEDERAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) FOR THE FISCAL PERIODS ENDING JUNE 30, 2021, 2022 AND 2023 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THE THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN LIFE INSURANCE SURRENDER VALUE -474. CHANGE IN INTEREST IN FOUNDATION NET ASSETS 1,487,577. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF PROPERTY AND EQUIPMENT 33,000. X X X X X X 1 KIM JOYCE & ASSOCIATES LLC 14301 N 87TH ST SUITE 107 SCOTTSDALE AZ 25260 GRANT WRITING 0 1500000 294725 1205275 1500000 294725 1205275 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY STARS 4637206 2028762 2608444 15008 183497 3258 277337 YESTERYEAR 176264 29632 146632 1721 10583 2395 15836 4 131238 24393 106845 13225 68921 4944708 2082787 2861921 16729 207305 5653 362094 591781 2270140 65079 5923 1 0.80000 65079 5923 5923 59156 AZ 0 0 0 0 SWATI WEBB 4309 E BELLEVIEW ST BLDG 14 PHOENIX AZ 85008 0 SWATI WEBB IS RESPONSIBLE FOR ORGANIZING THE RAFFLE AND DISTRIBUTING PRIZES. X 0 1 SCHOLARSHIPS 16 80602 YOY/KOY 10 9579 CHRISTMAS SHOPPING 415 100776 PART I, LINE 2: THE CLUB'S SCHOLARSHIP COMMITTEE EVALUATES SCHOLARSHIP REQUESTS FROM CLUB MEMBERS AND FORMER MEMBERS. FUNDS ARE DISBURSED UPON RECEIPT OF INVOICE OR OTHER NOTICE OF PAYMENT DUE FROM THE ACADEMIC INSTITUTION. THE ORGANIZATION ALSO PROVIDES SPECIFIC ASSISTANCE TO YOUTH IN NEED OF CLOTHING AND SCHOOL SUPPLIES. PAYMENTS ARE MADE DIRECTLY TO VENDORS. AFTER PAYMENTS ARE MADE, NO FURTHER MONITORING IS CONSIDERED NECESSARY. 0 0 0 0 0 0 0 1 0 MARCIA MINTZ CEO 296760 0 180000 0 5885 0 15250 0 21505 0 519400 0 0 0 KIM MADRIGAL COO 212741 0 37413 0 5885 0 13246 0 17172 0 286457 0 0 0 SWATI WEBB CFO 143776 0 30885 0 0 0 9275 0 21505 0 205441 0 0 0 SAMUEL FOWLER VP OF DEVELOPMENT 137187 0 29744 0 5100 0 8700 0 10542 0 191273 0 0 0 CASSIDY CAMPANA VP COMMUNICATIONS 142950 0 29950 0 975 0 8762 0 8553 0 191190 0 0 0 AMY FINLEY VP HUMAN RESOURCES 131352 0 29238 0 0 0 8420 0 16191 0 185201 0 0 0 JOHN SCOLA SVP ADVANCEMENT 136175 0 26310 0 0 0 8273 0 9268 0 180026 0 0 0 PART I, LINE 7 BONUS PAYMENTS TO EMPLOYEES ARE PERFORMANCE-BASED AND ARE APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. 0 X SUPPLIES 31 107287 COMPARABLE SALES X FURNISHINGS 7 88372 COMPARABLE SALES X EVENT ITEMS 6 41066 COMPARABLE SALES 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED. THE RETURN IS REVIEWED AT BOTH THE EXECUTIVE COMMITTEE MEETING AND BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS OFFICERS, DIRECTORS, MEMBERS OF A COMMITTEE WITH BOARD-DELEGATED POWERS, VOLUNTEERS AND EMPLOYEES. IF A COVERED PERSON HAS AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, HE OR SHE MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE INTERESTED PERSON MUST LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. ANNUALLY, THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE TRUSTEES AND ALL TRUSTEES COMPLETE A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR SETTING COMPENSATION FOR BOTH THE PRESIDENT AND OTHER TOP MANAGEMENT INCLUDES GATHERING SALARY DATA FROM BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS OF SIMILAR SIZE FOR POSITIONS WITH SIMILAR DUTIES TO THOSE IN THE ORGANIZATION. SALARY RANGES ARE APPROVED BY THE BOARD OF DIRECTORS. SALARY INCREASES ARE BASED ON MERIT AND REVIEWS ARE DONE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. ARTICLES OF INCORPORATION, BYLAWS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN LIFE INSURANCE SURRENDER VALUE -474. CHANGE IN INTEREST IN FOUNDATION NET ASSETS 1,487,577. 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