2024-11-12T13:29:13-06:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 860107516 CATALINA COUNCIL BOY SCOUTS OF AMERICA CATA 5207500385 2250 E BROADWAY BLVD TUCSON AZ 85719 STEVE ODENKIRK PRESIDENT 5207500385 2024-10-18 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-10-18 2023 2024-10-15 13:58:12Z STEVE ODENKIRK 2250 E BROADWAY BLVD TUCSON AZ 85719 1092581 0 1761 X WWW.CATALINACOUNCIL.ORG X 1928 AZ OUR VISION IS TO BE THE PREMIER YOUTH LEADERSHIP AND CHARACTER DEVELOPMENT PROGRAM IN SOUTHERN ARIZONA WITH AN EMPHASIS ON QUALITY OUTDOOR EXPERIENCES. WE PREPARE YOUTH TO MAKE QUALITY MORAL AND ETHICAL DECISIONS AND PROMOTE CITIZENSHIP AND PERSONAL FITNESS. 37 37 30 850 0 0 760741 531922 128782 212307 4249 -13272 117832 119997 1011604 850954 9491 13710 0 0 486223 557485 8637 0 93116 497090 553521 1001441 1124716 10163 -273762 1925061 1869294 410662 628024 1514399 1241270 X OUR COUNCIL, HEADQUARTERED IN TUCSON, SERVES COCHISE, PIMA, SANTA CRUZ, AND PART OF PINAL COUNTIES. OUR MISSION IS TO DELIVER FUN AND EXCITING EXPERIENCES, THROUGH STRONG SCOUTING UNITS, WHICH BUILD BETTER YOUNG PEOPLE THOROUGH OUTDOOR ADVENTURES THAT DEVELOP CHARACTER FOR A LIFETIME OF SERVICE. WE DELIVER ON THIS PROMISE WITH OUR GREAT VOLUNTEERS AND BY USING OUR NEARBY SCOUT CAMP, CAMP LAWTON ATOP MT. LEMMON. 0 0 956567 13710 338523 THE COUNCIL IMPACTED THE COMMUNITY THROUGH THE FOLLOWING ACCOMPLISHMENTS DURING 2023:OVER 2,100 YOUTH MEMBERS WERE SERVED IN 88 UNITS, WITH OVER 16.5% FEMALE SCOUTS & 30% DIVERSITY BY OUR OVER 850 ADULT REGISTERED VOLUNTEERS.70 YOUTH ACHIEVED THE RANK OF EAGLE, WITH SIX FEMALE SCOUTS EARNING THE RANK.3,223 MERIT BADGES WERE EARNED BY SCOUTS BSA MEMBERS, A 3% JUMP FROM 2022.COUNCIL VOLUNTEERS AND EAGLES SCOUTS COMPLETED NEARLY 1,900 SERVICE PROJECTS THAT AMASSED OVER 25,000 SERVICE HOURS BENEFITTING OUR COMMUNITIES IN PIMA, COCHISE, PINAL, AND SANTA CRUZ COUNTIES.OUR SCOUT RECORDED 6,203 DAYS/NIGHTS OF CAMPING.THE COUNCIL RAN ITS FIRST COMMUNITY CAMPS, ONE FOR A WEEK AND ONE FOR A LONG WEEKEND, TO PROVIDE LOCAL NON-SCOUTING YOUTH AN OUTDOOR CAMPING EXPERIENCE AND TO INTRODUCE THEM TO THE SCOUTING PROGRAM. WE HAD A TOTAL OF 40 YOUTH ATTEND. WE ALSO RAN OUR WOOD BADGE COURSE (ADULT LEADERSHIP TRAINING) FOR THE FIRST TIME IN SIX YEARS. 956567 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 2 0 30 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X DR SHANNON ROBERTS 5207500385 2250 E BROADWAY BLVD TUCSON AZ 85719 DON RIEGGER JR PRESIDENT 1.00 X X 0 0 0 KATHY WINGER PAST PRESIDENT 1.00 X X 0 0 0 JONATHAN LANG COMMISSIONER 1.00 X X 0 0 0 ROBERT BERNHEIM VICE PRESIDENT (THRU 03/2023) 1.00 X X 0 0 0 ROGER DAHLGRAN VICE PRESIDENT 1.00 X X 0 0 0 TOM KITTLE VICE PRESIDENT 2.00 X X 0 0 0 STEVE ODENKIRK VICE PRESIDENT 1.00 X X 0 0 0 FRED PETERSEN VICE PRESIDENT 2.00 X X 0 0 0 ROBERT SAMUELSEN VICE PRESIDENT 1.00 X X 0 0 0 JEFFY KING TREASURER 1.00 X X 0 0 0 GARY ABRAMS DIRECTOR 1.00 X 0 0 0 SAM ALBOY DIRECTOR (THRU 03/2023) 1.00 X 0 0 0 DAVID ALVAREZ DIRECTOR 1.00 X 0 0 0 JEFF BRUNET DIRECTOR 1.00 X 0 0 0 BECKY CHAMBERS DIRECTOR 1.00 X 0 0 0 JACK CLEMENTS DIRECTOR (THRU 03/2023) 1.00 X 0 0 0 JOYCE CONTRADES DIRECTOR (THRU 03/2023) 1.00 X 0 0 0 JOE DANISZEWSKI DIRECTOR 1.00 X 0 0 0 JEAN DIMARIA DIRECTOR 1.00 X 0 0 0 MARK ELLSON DIRECTOR 1.00 X 0 0 0 JOAQUIN GALINDO LODGE CHIEF 1.00 X 0 0 0 RYAN GEORGE DIRECTOR 1.00 X 0 0 0 DR DAVE GIBEAULT DIRECTOR 1.00 X 0 0 0 JON HARNED DIRECTOR 1.00 X 0 0 0 KEVIN KINGHORN DIRECTOR 1.00 X 0 0 0 CLINT LIECHTY DIRECTOR 1.00 X 0 0 0 KATIE MCFARLANE DIRECTOR 1.00 X 0 0 0 JOHN MEAD DIRECTOR 1.00 X 0 0 0 WILLIAM MILLS DIRECTOR 1.00 X 0 0 0 GABE OWENS LODGE CHIEF (THRU 03/2023) 1.00 X 0 0 0 RYAN OWENS DIRECTOR (THRU 03/2023) 1.00 X 0 0 0 WILLIAM PERKINS DIRECTOR 1.00 X 0 0 0 HUGO RUIZ DIRECTOR 1.00 X 0 0 0 ERIN RUSS DIRECTOR 1.00 X 0 0 0 BRETT RUSTAD DIRECTOR 1.00 X 0 0 0 GEORGE SOLTERO DIRECTOR 1.00 X 0 0 0 BOB SOMMERFELD DIRECTOR 1.00 X 0 0 0 JIM TARLETON DIRECTOR 1.00 X 0 0 0 KRIST-ANAH WATKINS DIRECTOR 1.00 X 0 0 0 JOE WINFIELD DIRECTOR 1.00 X 0 0 0 ZACHARY WISSELL DIRECTOR 1.00 X 0 0 0 LISA WYLIE DIRECTOR 1.00 X 0 0 0 FRANK YOUDELMAN DIRECTOR 1.00 X 0 0 0 JEFF HOTCHKISS CEO/SECRETARY (THRU 05/2023) 50.00 X 62149 0 8044 DR SHANNON ROBERTS CEO/SECRETARY 50.00 X 75132 0 1742 137281 0 9786 0 0 0 0 0 858 64957 117536 348571 531922 CAMPING REVENUE 624100 78932 78932 COUNCIL PROGRAM FEE 624100 75850 75850 ACTIVITIES REVENUE 624100 57525 57525 212307 58662 0 58662 58662 58662 44257 57529 -13272 -13272 -13272 15538 64957 37736 -22198 -22198 213916 146362 67554 67554 15979 15979 15979 850954 338523 0 -19491 13710 13710 147067 127801 7059 12207 307322 295146 2028 10148 41466 38739 749 1978 19367 18433 194 740 42263 39365 828 2070 56779 52804 1136 2839 50176 6677 140 43359 4894 4635 74 185 15886 15038 192 656 30306 26885 527 2894 82605 81353 410 842 29736 28040 822 874 25689 25080 174 435 6323 5881 126 316 19527 19527 78265 76019 642 1604 61377 2035 59342 SUPPLIES 29563 28283 61 1219 RECOGNITION AWARDS 28644 21216 76 7352 EQUIPMENT RENTAL AND MA 24494 23522 278 694 9257 6378 175 2704 1124716 956567 75033 93116 124668 111485 30275 138191 35700 850 33140 900 2910 2910 31271 33389 3196659 1630429 1645600 1566230 21497 15339 1925061 1869294 49388 67425 6128 13616 183713 179645 171433 367338 410662 628024 X 1420295 1100374 94104 140896 1514399 1241270 1925061 1869294 -273762 633 0 X 0 1 X 1 0 X 824868 686577 914395 760741 531922 3718503 824868 686577 914395 760741 531922 3718503 3718503 130 39882 45315 45457 58662 189446 84171 84171 3992120 1769556 0.93150 0.96630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1150875 5570 183331 117536 205 24807 1197228 1532504 1500 -189213 161020 32896 1150875 2520254 12637 377648 255522 1080484 42029 1532504 2344117 6949 311104 101000 40916 2520254 1982656 35157 425304 99000 2344117 0.39890 0.60070 0.00040 0 1 1 26400 65799 92199 2436028 1255282 1180746 391683 214015 177668 224085 161132 62953 52664 52664 1566230 EIDL LOAN 149900 OPERATING LEASE LIABILITY 5103 FINANCING LEASE LIABILITY 10330 INTERCOMPANY FUNDS 202005 367338 X PART IV, LINE 2B: THE COUNCIL ACTS AS THE FISCAL SPONSOR FOR VARIOUS OTHER SCOUTING UNITS. AS THE FISCAL SPONSOR, THE COUNCIL COORDINATES THE FINANCIAL ACTIVITIES, THROUGH THE RECEIPT AND DISBURSEMENT OF FUNDS, ON BEHALF OF THE VARIOUS UNITS. REVENUE AND EXPENSES ARE NOT RECOGNIZED IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF ACTIVITIES. CASH RECEIPTS IN EXCESS OF DISBURSEMENTS ARE REFLECTED IN THE CUSTODIAL ACCOUNTS LIABILITY IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. PART V, LINE 4: THE COUNCIL ADOPTED A BOARD-APPROVED SPENDING POLICY THAT ALLOWS THE OPERATING FUND TO RECEIVE AND RECOGNIZE INVESTMENT EARNINGS ORIGINATING FROM THE ENDOWMENT FUND. THE POLICY ALLOWS AN INCOME WITHDRAWAL OF UP TO 5% OF THE THREE YEAR AVERAGE BALANCE OF THE ENDOWMENT FUND AT THE END OF THE SECOND QUARTER OF THE PREVIOUS BUDGET YEAR. IN THE EVENT THAT TWO SUCCESSIVE YEARS OF WITHDRAWALS RESULT IN A DIMINISHED CURRENT VALUE OF THE ENDOWMENT FUND, THE PAYOUT RATE MUST BE REVIEWED. PART X, LINE 2: THE COUNCIL ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OR THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE COUNCIL RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. GOOD SCOUT LUNCH 38834 34534 4300 4897 7675 1000 174 EAGLE DINNER 22255 14955 7300 8000 7530 3 19406 15468 3938 8460 80495 64957 15538 21357 15205 1000 174 37736 -22198 0 REGISTRATION AND CAMPERSHIPS 115 13710 FORM 990, PART VI, SECTION A, LINE 2 GABE OWENS AND RYAN OWENS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 ACTIVE MEMBERS MAY ELECT THE MEMBERS OF THE GOVERNING BODY AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE MEMBERS MAY ELECT MEMBERS AT LARGE, REGULAR MEMBERS OF THE EXECUTIVE BOARD, AND OFFICERS OF THE CORPORATION OTHER THAN THE SCOUT EXECUTIVE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FORMALLY REVIEWED AT EXECUTIVE BOARD MEETINGS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL EXECUTIVE BOARD MEMBERS, MEMBERS OF ANY COMMITTEE THEREOF, OFFICERS, AND EMPLOYEES OF THE ORGANIZATION. BOARD MEMBERS MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. EMPLOYEES ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICTS ON A REGULAR BASIS. CONFLICTS OF INTEREST ARE REPORTED TO AND REVIEWED BY THE PRESIDENT OF THE BOARD. THE INTERESTED PARTY SHALL NOT VOTE ON THE MATTER AND, AT THE DISCRETION OF THE DISINTERESTED MEMBERS PRESENT, MAY BE REQUIRED TO LEAVE THE MEETING DURING THE DISCUSSION AND THE VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A BSA NATIONAL PROVIDES US WITH NATIONAL COMPENSATION STUDIES AND GUIDELINES FOR REVIEW AND SALARY RANGES FOR JOB TITLES. THE EXECUTIVE BOARD APPROVES A SALARY POOL FOR USE DURING THE BUDGET APPROVAL PROCESS. THE COMPENSATION COMMITTEE MEETS AND REVIEWS THE PERFORMANCE APPRAISALS & SALARY RECOMMENDATIONS FOR THE STAFF PREPARED BY THE SCOUT EXECUTIVE. THE BSA AREA DIRECTOR AND COUNCIL PRESIDENT REVIEW THE PERFORMANCE OF THE SCOUT EXECUTIVE. USING NATIONAL GUIDELINES THE COMPENSATION COMMITTEE APPROVES ANY PERFORMANCE INCREASES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE ORGANIZATION. CATALINA COUNCIL BOY SCOUTS OF AMERICA SCOUT REACH LLC 2250 E BROADWAY BLVD TUCSON AZ 85719 FUNDRAISING AZ 34608 0 CATALINA COUNCIL BOY SCOUTS OF AMERICA CATALINA COUNCIL BSA TRUST 1745 E RIVER RD 101 TUCSON AZ 85718 814698773 TRUST TO HOLD ENDOWMENT AZ 501(C)(3) LINE 12A, I CATALINA COUNCIL BOY SCOUTS OF AMERICA 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATALINA COUNCIL BSA TRUST C 117536 CASH