Civic Intelligence

Catalina Council Bsa Trust

EIN 81-4698773 • 501(c)3 • Tucson, AZ

Profile

To hold and invest assets to provide funds for general purpose support of the catalina council, boy scouts of america.

1745 E River Rd 101Tucson, AZ 85718

www.catalinacouncil.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

2nd percentile

-199%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$7,934

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

8th percentile

-40%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

167%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$722,651

Down $474,577 (-40%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$722,651

Down $474,577 (-40%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin2nd percentile

Revenue

Up

$194,746

Up $121,765 (+167%) from 2023

Expenses

Up

$582,368

Up $439,820 (+309%) from 2023

Net Income

Down

-$387,622

Down $318,055 (-457%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2017: $2,169,957Liabilities 2017: $0Net Assets 2017: $2,169,9572017Assets 2018: $1,982,826Liabilities 2018: $170Net Assets 2018: $1,982,6562018Assets 2019: $2,344,117Liabilities 2019: $0Net Assets 2019: $2,344,1172019Assets 2020: $2,520,254Liabilities 2020: $0Net Assets 2020: $2,520,2542020Assets 2021: $2,612,988Liabilities 2021: $1,080,484Net Assets 2021: $1,532,5042021Assets 2022: $1,151,687Liabilities 2022: $812Net Assets 2022: $1,150,8752022Assets 2023: $1,197,228Liabilities 2023: $0Net Assets 2023: $1,197,2282023Assets 2024: $722,651Liabilities 2024: $0Net Assets 2024: $722,6512024

Highlighted filing

2024

Assets$722,651
Liabilities$0
Net Assets$722,651
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2017: $2,059,971Expenses 2017: $26,823Net Income 2017: $2,033,1482017Revenue 2018: $112,460Expenses 2018: $67,791Net Income 2018: $44,6692018Revenue 2019: $134,755Expenses 2019: $147,672Net Income 2019: -$12,9172019Revenue 2020: $97,532Expenses 2020: $149,916Net Income 2020: -$52,3842020Revenue 2021: $350,987Expenses 2021: $1,378,035Net Income 2021: -$1,027,0482021Revenue 2022: $174,118Expenses 2022: $193,601Net Income 2022: -$19,4832022Revenue 2023: $72,981Expenses 2023: $142,548Net Income 2023: -$69,5672023Revenue 2024: $194,746Expenses 2024: $582,368Net Income 2024: -$387,6222024

Highlighted filing

2024

Revenue$194,746
Expenses$582,368
Net Income-$387,622
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$722,651
Liabilities
$0
Net assets
$722,651
Revenue
$194,746
Expenses
$582,368
Net income
-$387,622
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.19$0.58$0.39
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07$0.14$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.17$0.19$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.61$1.08$1.53$0.35$1.38$1.03
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.10$0.15$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.13$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.11$0.07$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$2.06$0.03$2.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 8, 2025
Return Version
2024v5.2
Gross Receipts
$431,381
Mission and Program Overview

Mission

To hold and invest assets to provide funds for general purpose support of the catalina council, boy scouts of america.

Boy scout trust fund for the catalina council, boy scouts of america.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$929,481$625,891▼ $303,590
Cash and Non-Interest-Bearing Accounts$17,296$59,300▲ $42,004
Savings and Temporary Cash Investments$46,772$34,960▼ $11,812
Accounts Receivable$674$1,500▲ $826
Pledges and Grants Receivable$1,000$1,000→ $0
Total Assets$1,197,228$722,651▼ $474,577
Other Assets Total$202,005$0▼ $202,005
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$719,686$720,906▲ $1,220
Net Assets Without Donor Restrictions$477,542$1,745▼ $475,797
Total Net Assets Fund Balance$1,197,228$722,651▼ $474,577
Total Liabilities and Net Assets / Fund Balance$1,197,228$722,651▼ $474,577

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,197,228$2,222▲ $99,407$222$722,651
2023$1,150,875$5,570▲ $183,331$205$1,197,228
2022$1,532,504$1,500▼ $189,213-$1,150,875
2021$2,520,254$12,637▲ $377,648$1,080,484$1,532,504
2020$2,344,117$6,949▲ $311,104-$2,520,254
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Trustee$7,934$7,934
Revenue and Support

Revenue Composition

Contributions and Grants
$1,721
Program Service Revenue
$0
Investment Income
$186,863
Other Revenue
$6,162
All Other Contributions
$1,721
Change in Net Assets
$-387,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$563,912
Other Expenses$18,456
Total Fundraising Expense$11
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$563,912--$563,912
Fees for Service Investment Mgmnt Fees-$18,234-$18,234
Conferences and Meetings$207$4$11$222
Total Functional Expenses$564,119$18,238$11$582,368
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catalina Council Boy Scouts of AmericaTucson, AZ501c3General Purpose$563,912
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The governing body consists solely of the trustee, who was appointed by the president and secretary of the catalina council, boy scouts of america, for which the catalina council bsa trust exists as a supporting organization.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent cpa firm, and is reviewed by the trustee of the organization prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Catalina Council Bsa Trust
EIN
81-4698773
Phone
5202734552
Address
1745 E RIVER RD 101, TUCSON, AZ 85718

Signing Officer

Name
Fleming Curti Plc
Title
Trustee
Phone
5202734552
Signed
2025-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fleming Curti Plc
Formed
2016
Legal Domicile
Az
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Supplemental Narrative

Financial Statement Notes

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.”

Raw XML Appendix383 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0563912
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL PURPOSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CATALINA COUNCIL BOY SCOUTS OF AMERICA
IRS990ScheduleI/RecipientTable/RecipientEIN0860107516
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02250 E BROADWAY BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TUCSON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd085719
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT SUPPORT ANY OTHER ORGANIZATION OUTSIDE OF THEIR RELATED PARTY. FUNDS ARE DISTRIBUTED AS EARNINGS ALLOW AND NEEDS ARE JUSTIFIED BY THE RELATED PARTY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY CONSISTS SOLELY OF THE TRUSTEE, WHO WAS APPOINTED BY THE PRESIDENT AND SECRETARY OF THE CATALINA COUNCIL, BOY SCOUTS OF AMERICA, FOR WHICH THE CATALINA COUNCIL BSA TRUST EXISTS AS A SUPPORTING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, AND IS REVIEWED BY THE TRUSTEE OF THE ORGANIZATION PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CATALINA COUNCIL BOY SCOUTS OF AMERICA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860107516
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0YOUTH ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02250 E BROADWAY BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TUCSON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085719
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01197228
IRS990/TotalAssetsEOYAmt0722651
IRS990/TotalAssetsGrp/BOYAmt01197228
IRS990/TotalAssetsGrp/EOYAmt0722651
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01721
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018238
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0564119
IRS990/TotalFunctionalExpensesGrp/TotalAmt0582368
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01197228
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0722651
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0564119
IRS990/TotalReportableCompFromOrgAmt07934
IRS990/TotalRevenueGrp/ExclusionAmt0186863
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06162
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0194746
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01197228
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0722651
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01745 E RIVER RD 101
IRS990/USAddress/CityNm0TUCSON
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085718
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.CATALINACOUNCIL.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FLEMING CURTI PLC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05202734552
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATALINA COUNCIL BSA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CATA
ReturnHeader/Filer/EIN0814698773
ReturnHeader/Filer/PhoneNum05202734552
ReturnHeader/Filer/USAddress/AddressLine1Txt01745 E RIVER RD 101
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085718
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01502 LONDON ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055812
ReturnHeader/PreparerPersonGrp/PhoneNum02187224705
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J PETERSON CPA
ReturnHeader/ReturnTs02025-07-10T10:28:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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