2022-10-12T16:30:17-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 WEST 22ND STREET SUITE 1100 OAK BROOK IL 60523 990 2021-01-01 362167939 UNION LEAGUE BOYS AND GIRLS CLUBS UNIO 3126922356 65 WEST JACKSON BLVD CHICAGO IL 60604 MARY ANN MAHON-HUELS PRESIDENT & CEO 3126922356 2022-10-07 1 MARY ANN MAHON-HUELS 999009999 ASHLEY BARSEMA P01332786 6305738600 2022-10-07 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARY ANN MAHON-HUELS 65 WEST JACKSON BLVD CHICAGO IL 60604 11456435 0 X WWW.ULBGC.ORG X 1919 IL TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS. 58 58 218 715 0 0 5207671 7579284 0 0 720200 2360321 42286 -8947 5970157 9930658 95010 122167 0 0 3691827 4230626 0 0 479136 2203901 2292400 5990738 6645193 -20581 3285465 28050003 31712687 1194870 601598 26855133 31111089 TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS. 0 0 4894771 122167 OPERATION OF 17 CLUBS THAT PROVIDED EDUCATIONAL AND RECREATIONAL OPPORTUNITIES TO AT-RISK CHILDREN IN THE CITY OF CHICAGO. 15,093 MEMBERS PARTICIPATED. DUE TO COVID, ULBGC EXPERIENCED A REDUCTION IN MEMBERS SERVED OVER THE COURSE OF THE YEAR (RELATIVE TO 2019). THE ORGANIZATION DID ENGAGE IN VIRTUAL PROGRAMMING WHERE POSSIBLE TO HELP COMBAT THIS DECREASE. THE RESIDENT (OVERNIGHT) CAMP PROGRAM DID NOT TAKE PLACE AND INSTEAD WAS REPLACED WITH AN INCREASE IN DAY CAMP OPTIONS. 4894771 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 34 0 1 218 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 58 58 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X ANTHONY STEC 3126922356 65 W JACKSON BLVD CHICAGO IL 60604 MS CYNTHIA L DOLOUGHTY BOARD PRESIDENT 5.00 X X 0 0 0 MR THOMAS E PAYNE 1ST VICE PRESIDENT 5.00 X X 0 0 0 MR TIMOTHY J CUNNINGHAM 2ND VICE PRESIDENT 5.00 X X 0 0 0 MR MICHAEL R WARD TREASURER 5.00 X X 0 0 0 MRS VICTORIA G CHENG ASSISTANT SECRETARY 5.00 X X 0 0 0 MS LISA A SHADE SECRETARY 5.00 X X 0 0 0 MR DAVID J TORRES ASSISTANT TREASURER 5.00 X X 0 0 0 MR STEPHEN J SCHLEGEL GENERAL COUNSEL 2.00 X X 0 0 0 MR GUY F ARVIA TRUSTEE 2.00 X 0 0 0 MR RONALD P BERNARDI TRUSTEE 2.00 X 0 0 0 MR JEFFREY O CHEN TRUSTEE 2.00 X 0 0 0 MR MICHAEL M CHIOROS TRUSTEE 2.00 X 0 0 0 MR F MICHAEL COVEY III TRUSTEE 2.00 X 0 0 0 MR THOMAS G DICIANNI TRUSTEE 2.00 X 0 0 0 MR JOHN L DONNELLY TRUSTEE 2.00 X 0 0 0 MR MATTHEW R FARRELL TRUSTEE 2.00 X 0 0 0 MS CELINE M FITZGERALD TRUSTEE 2.00 X 0 0 0 MRS STACY L FLEMING TRUSTEE 2.00 X 0 0 0 MR RICHARD M GATTO TRUSTEE 2.00 X 0 0 0 MR JAMES J GATZIOLIS TRUSTEE 2.00 X 0 0 0 MR JAMES R GILLESPIE TRUSTEE 2.00 X 0 0 0 TERRY R HENDRICKSON TRUSTEE 2.00 X 0 0 0 MS MARSHA HOOVER TRUSTEE 2.00 X 0 0 0 MR LOREN D JAHN TRUSTEE 2.00 X 0 0 0 MS MARGARET JAHN TRUSTEE 2.00 X 0 0 0 MR DAVID JOHNSON TRUSTEE 2.00 X 0 0 0 MR ANDREW B JONES TRUSTEE 2.00 X 0 0 0 MR SEAN M JUCAS TRUSTEE 2.00 X 0 0 0 MR MICHAEL J KOENIGSKNECHT TRUSTEE 2.00 X 0 0 0 MRS JILL E KOSONEN TRUSTEE 2.00 X 0 0 0 MR CRAIG A LABUS TRUSTEE 2.00 X 0 0 0 MR JOHN F LEMKER TRUSTEE 2.00 X 0 0 0 MR COSMIN LUCACI TRUSTEE 2.00 X 0 0 0 MR ZACH C LEONARD TRUSTEE 2.00 X 0 0 0 MRS KARALYNN M MCDERMOTT TRUSTEE 2.00 X 0 0 0 MR JERRY MANNE TRUSTEE 2.00 X 0 0 0 MRS KATHLEEN E MANNING TRUSTEE 2.00 X 0 0 0 MR GEORGE G MARAGOS TRUSTEE 2.00 X 0 0 0 MR GUY N MARAS TRUSTEE 2.00 X 0 0 0 MS MARTHA JAHN MARTIN TRUSTEE 2.00 X 0 0 0 MR MARCO MARTINO TRUSTEE 2.00 X 0 0 0 MR JAMES P MEYER TRUSTEE 2.00 X 0 0 0 MR JEFFREY L OLIN TRUSTEE 2.00 X 0 0 0 MR KERRY R PECK TRUSTEE 2.00 X 0 0 0 MR JAMES B PLANEY TRUSTEE 2.00 X 0 0 0 MS LYNNE THOMSEN RINKOSKI TRUSTEE 2.00 X 0 0 0 MR KEVIN ROSENBERG TRUSTEE 2.00 X 0 0 0 MS NANCY A ROSS TRUSTEE 2.00 X 0 0 0 MR JEFFREY A SACKS TRUSTEE 2.00 X 0 0 0 MR TODD G SCHNICK TRUSTEE 2.00 X 0 0 0 MR DAVID M SHADE TRUSTEE 2.00 X 0 0 0 MR PAUL W SHADE TRUSTEE 2.00 X 0 0 0 MR MATTHEW J SHEAHIN TRUSTEE 2.00 X 0 0 0 MR JONATHAN F SIEDLECKI TRUSTEE 2.00 X 0 0 0 MR MICHAEL L SULLIVAN TRUSTEE 2.00 X 0 0 0 MR MICHAEL P SULLIVAN JR TRUSTEE 2.00 X 0 0 0 MR WILLIAM E TIENKEN TRUSTEE 2.00 X 0 0 0 MR FRED K WALZ TRUSTEE 2.00 X 0 0 0 MARY ANN MAHON-HUELS PRESIDENT AND CEO 40.00 X 319412 0 54608 KIMBERLY COADY HAWKINS VP OF DEVELOPMENT 40.00 X 122944 0 23719 HECTOR M PEREZ SENIOR VP OF CLUB SERVICES 40.00 X 162202 0 18597 ANTHONY STEC II VP OF FINANCE 40.00 X 129284 0 20669 733842 0 117593 4 0 1 0 0 611709 4546137 2421438 32582 7579284 542660 542660 10500 0 10500 10500 10500 3222705 1405044 1817661 1817661 1817661 99260 611709 120733 -21473 -21473 MISCELLANEOUS INCOME 900099 2026 2026 2026 9930658 0 0 2351374 122167 122167 374020 374020 3260502 2610557 365487 284458 70719 50672 13072 6975 228994 146473 34880 47641 296391 227738 46668 21985 48682 18717 28469 1496 107231 107231 131323 91718 32276 7329 27912 338 199 27375 25576 2430 9575 13571 48370 43940 4430 391760 302779 88981 79470 57208 15431 6831 70414 11168 40069 19177 6716 6716 541072 537122 3950 86778 75437 11341 SUPPLIES 571494 508018 43828 19648 MEMBERSHIP DUES 80085 80085 PRINTING AND PUBLICATIO 30712 5381 6810 18521 44805 2823 37853 4129 6645193 4894771 1271286 479136 520830 1258026 1196351 1544186 18439 58766 15383245 8537808 7018001 6845437 12902352 14716236 6394030 7290036 28050003 31712687 442076 410799 151283 190799 601511 1194870 601598 X 15383870 17871212 11471263 13239877 26855133 31111089 28050003 31712687 X 3285465 15268 59217 896006 X X 0 1 X 1 1 1 X 3840053 4512034 4311429 5207671 7579284 25450471 3840053 4512034 4311429 5207671 7579284 25450471 1895691 23554780 285514 260568 360530 276768 542660 1726040 16734 144835 171824 97697 101286 532376 27708887 0.85010 0.90800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT REVENUE - 2017 AMOUNT: $ 16,734. 2018 AMOUNT: $ 144,835. 2019 AMOUNT: $ 136,020. 2020 AMOUNT: $ 54,961. 2021 AMOUNT: $ 99,260. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 35,804. 2020 AMOUNT: $ 42,736. 2021 AMOUNT: $ 2,026. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8110773 21500 1365022 462142 9035153 7233038 13000 1202735 338000 8110773 6660213 286376 1334445 1047997 7233037 8665313 35000 -771600 1268500 6660213 7753381 54858 1233389 376315 8665313 0.55840 0.31470 0.12690 0 0 825675 825675 11713325 6424542 5288783 1187897 977134 210763 1656348 1136132 520216 6845437 CASH SURRENDER VALUE OF LIFE INSURANCE 157236 BENEFICIAL INTEREST IN TRUSTS 7132800 7290036 X 11021882 15268 59217 1016739 1091224 9930658 0 9930658 6765926 120733 120733 6645193 0 6645193 PART V, LINE 4: THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO SUPPORT THE ORGANIZATION'S PROGRAMS AND MISSION. PART X, LINE 2: ULBGC HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. ULBGC HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2021 AND 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 120,733. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 42,193. CHANGE IN VALUE OF SPLIT-INTERESTS IN TRUSTS 853,813. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 120,733. GALA 468685 402429 66256 55481 11450 20756 WINE DINNER 158204 125200 33004 22303 0 1100 2 84080 84080 1383 5784 2476 710969 611709 99260 79167 17234 24332 120733 -21473 0 ACADEMIC SCHOLARSHIPS 40 122167 0 N/A N/A PART I, LINE 2: GRANTS ARE PAID DIRECTLY TO THE SCHOOLS IN THE U.S. GRANTS AWARDED TO INDIVIDUALS CONSIST OF SCHOLARSHIP AWARDS. SCHOLARSHIP APPLICATION AND REVIEW PROCEDURES: SCHOLARSHIP APPLICATIONS ARE DISTRIBUTED TO THOSE INTERESTED UNION LEAGUE BOYS & GIRLS CLUBS' MEMBERS WHO ARE COLLEGE-BOUND HIGH SCHOOL SENIORS OR COLLEGE STUDENTS. CLUB MEMBERS COMPLETE APPLICATIONS WITH ASSISTANCE OF PARENTS, TEACHERS, AND ORGANIZATION STAFF. APPLICATIONS ARE RETURNED TO CLUB DIRECTORS AND REVIEWED FOR COMPLETENESS. APPLICATIONS ARE FORWARDED TO UNION LEAGUE BOYS & GIRLS CLUBS CORPORATE OFFICE AND REVIEWED ONCE AGAIN FOR COMPLETENESS. INTERVIEWS BETWEEN THE SCHOLARSHIP COMMITTEE (TRUSTEES) AND ALL APPLICANTS ARE SCHEDULED. ALL APPLICATIONS ARE FORWARDED TO THE SCHOLARSHIP COMMITTEE FOR REVIEW PRIOR TO INTERVIEWS. SCHOLARSHIP COMMITTEE AWARDS SCHOLARSHIPS TO APPLICANTS BASED UPON AVAILABLE FUNDS, SCHOLARSHIP GUIDELINES, INTERVIEW RESULTS, AND FINANCIAL NEED. ONCE AWARDED, BILLS FOR TUITION AND BOOKS ARE SUBMITTED TO UNION LEAGUE BOYS & GIRLS CLUBS CORPORATE OFFICE BY THE STUDENTS FOR PAYMENT DIRECTLY TO THE COLLEGE OR UNIVERSITY. X X X 0 1 0 0 0 0 0 1 0 MARY ANN MAHON-HUELS PRESIDENT AND CEO 241934 0 75000 0 2478 0 0 0 54608 0 374020 0 0 0 HECTOR M PEREZ SENIOR VP OF CLUB SERVICES 134202 0 28000 0 0 0 0 0 18597 0 180799 0 0 0 PART I, LINE 4B EFFECTIVE AUGUST 1, 2015, UNION LEAGUE BOYS AND GIRLS CLUBS ADOPTED A 457(B) DEFERRED COMPENSATION PLAN FOR SELECT EMPLOYEES. PART I, LINE 7 PRESIDENT RECEIVED A BONUS OF $75,000 UPON ATTAINMENT OF AGREED UPON GOALS FOR YEAR 2021. GOALS WERE NOT CONTINGENT ON NET EARNINGS OR REVENUE OF THE ORGANIZATION. X MISCELLANEOUS DONATIONS 83 32582 FMV OF ITEMS CONTRIB 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 MARGARET JAHN, TRUSTEE, LOREN D. JAHN, TRUSTEE, AND MARTHA JAHN MARTIN, TRUSTEE, HAVE A FAMILY RELATIONSHIP. DAVID M. SHADE, TRUSTEE, LISA SHADE, TREASURER, AND PAUL SHADE, TRUSTEE, HAVE A FAMILY RELATIONSHIP. JEFFREY CHEN, TRUSTEE, AND VICTORIA CHENG, ASSISTANT SECRETARY, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE INDEPENDENT CPA FIRM PRIOR TO FILING. A MEETING OR CONFERENCE CALL IS LATER SCHEDULED, IF REQUESTED BY THE GOVERNING BODY OR THEIR DESIGNATED COMMITTEE, FOR THE CPA FIRM AND ORGANIZATION MANAGEMENT TO DISCUSS THE FORM 990 WITH THE GOVERNING BODY OR THEIR DESIGNATED COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. POTENTIAL CONFLICTS ARE LOGGED WITH AND MONITORED BY THE PRESIDENT/CEO AND SECRETARY OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES COMMITTEE REVIEWS AND DETERMINES THE SALARY OF ALL FULL TIME AND PART TIME EMPLOYEES OF THE ORGANIZATION, INCLUDING THE PRESIDENT AND CEO. THE COMMITTEE IS COMPRISED OF THE PRESIDENT OF THE BOARD OF TRUSTEES, FIRST VICE PRESIDENT, SECOND VICE PRESIDENT, AND TWO TRUSTEES WITH PROFESSIONAL HUMAN RESOURCE EXPERIENCE. THE COMMITTEE USES COMPARABLE SALARY DATA OF SIMILAR ORGANIZATIONS IN DETERMINING THE COMPENSATION OF ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO. ONCE THE SALARIES ARE APPROVED BY THE COMMITTEE, THE CHAIR PRESENTS THE SAME TO THE BOARD OF TRUSTEES FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENTAL AGENCIES; THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION. FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 42,193. CHANGE IN VALUE OF SPLIT-INTERESTS IN TRUSTS 853,813. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.