2021-09-14T14:11:23-05:00 2020-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2020-01-01 362167939 UNION LEAGUE BOYS AND GIRLS CLUBS UNIO 3124355940 65 W JACKSON BLVD CHICAGO IL 60604 MARY ANN MAHON-HUELS PRESIDENT & CEO 3124355940 2021-09-08 1 MARY ANN MAHON-HUELS 999009999 KIM HAUMANN P00546491 3122071040 2021-09-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARY ANN MAHON-HUELS 65 W JACKSON BLVD CHICAGO IL 60604 6251341 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. 67 67 182 700 0 0 4311428 5207671 18400 0 792131 720200 28839 42286 5150798 5970157 123617 95010 0 0 3324669 3691827 0 0 653938 2208123 2203901 5656409 5990738 -505611 -20581 26089262 28050003 960381 1194870 25128881 26855133 TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS. 0 0 4291194 95010 0 OPERATION OF 11 CLUBS THAT PROVIDED EDUCATIONAL AND RECREATIONAL OPPORTUNITIES TO AT-RISK CHILDREN IN THE CITY OF CHICAGO. OVER 5,106 BOYS AND GIRLS PARTICIPATED. DUE TO COVID, ULBGC EXPERIENCED A REDUCTION IN MEMBERS SERVED OVER THE COURSE OF THE YEAR. SOME OF THIS WAS OFFSET WITH VIRTUAL PROGRAMMING. RESIDENT (OVERNIGHT) CAMP PROGRAM DID NOT TAKE PLACE. 4291194 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 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 11 0 1 182 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 67 67 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 CRAIG A LABUS PRESIDENT 10.00 0.00 X 0 0 0 CYNTHIA L DOLOUGHTY 1ST VICE PRESIDENT 5.00 0.00 X 0 0 0 THOMAS E PAYNE 2ND VICE PRESIDENT 5.00 0.00 X 0 0 0 TIMOTHY J CUNNINGHAM TREASURER 5.00 0.00 X 0 0 0 MICHAEL R WARD ASSISTANT TREASURER 5.00 0.00 X 0 0 0 STACY L FLEMING SECRETARY 5.00 0.00 X 0 0 0 LISA SHADE ASSISTANT SECRETARY 5.00 0.00 X 0 0 0 DHAMITHA ARSAKULARATNA TRUSTEE 2.00 0.00 X 0 0 0 GUY F ARVIA TRUSTEE 2.00 0.00 X 0 0 0 RONALD P BERNARDI TRUSTEE 2.00 0.00 X 0 0 0 THOMAS C BORDERS TRUSTEE 2.00 0.00 X 0 0 0 CHARLES BRUMMELL TRUSTEE 2.00 0.00 X 0 0 0 CARMEN CARUSO TRUSTEE 2.00 0.00 X 0 0 0 JEFFREY CHEN TRUSTEE 2.00 0.00 X 0 0 0 VICTORIA CHENG TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL M CHIOROS TRUSTEE 2.00 0.00 X 0 0 0 F MICHAEL COVEY III TRUSTEE 2.00 0.00 X 0 0 0 THOMAS G DICIANNI TRUSTEE 2.00 0.00 X 0 0 0 RICHARD D DOERMER TRUSTEE 2.00 0.00 X 0 0 0 JOHN L DONNELLY TRUSTEE 2.00 0.00 X 0 0 0 MATTHEW FARRELL TRUSTEE 2.00 0.00 X 0 0 0 CELINE FITZGERALD TRUSTEE 2.00 0.00 X 0 0 0 RICHARD M GATTO TRUSTEE 2.00 0.00 X 0 0 0 JAMES J GATZIOLIS TRUSTEE 2.00 0.00 X 0 0 0 STEPHEN H GOULDING TRUSTEE 2.00 0.00 X 0 0 0 TERRY R HENDRICKSON TRUSTEE 2.00 0.00 X 0 0 0 MARSHA K HOOVER TRUSTEE 2.00 0.00 X 0 0 0 LOREN D JAHN TRUSTEE 2.00 0.00 X 0 0 0 MARGARET JAHN TRUSTEE 2.00 0.00 X 0 0 0 DAVID JOHNSON TRUSTEE 2.00 0.00 X 0 0 0 ANDREW B JONES TRUSTEE 2.00 0.00 X 0 0 0 SEAN JUCAS TRUSTEE 2.00 0.00 X 0 0 0 ROBERT M KARTON TRUSTEE 2.00 0.00 X 0 0 0 JUSTIN K KESSLER TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL KOENIGSKNECHT TRUSTEE 2.00 0.00 X 0 0 0 JILL KOSONEN TRUSTEE 2.00 0.00 X 0 0 0 JOHN F LEMKER TRUSTEE 2.00 0.00 X 0 0 0 ZACH C LEONARD TRUSTEE 2.00 0.00 X 0 0 0 COSMIN LUCACI TRUSTEE 2.00 0.00 X 0 0 0 JERRY MANNE TRUSTEE 2.00 0.00 X 0 0 0 KATHLEEN MANNING TRUSTEE 2.00 0.00 X 0 0 0 GEORGE G MARAGOS TRUSTEE 2.00 0.00 X 0 0 0 GUY N MARAS TRUSTEE 2.00 0.00 X 0 0 0 MARTHA JAHN MARTIN TRUSTEE 2.00 0.00 X 0 0 0 MARCO MARTINO TRUSTEE 2.00 0.00 X 0 0 0 GRANT MCNAMARA TRUSTEE 2.00 0.00 X 0 0 0 JAMES P MEYER TRUSTEE 2.00 0.00 X 0 0 0 RICHARD E MOORE TRUSTEE 2.00 0.00 X 0 0 0 FRANK R NIEDERMAN TRUSTEE 2.00 0.00 X 0 0 0 KENNETH E NORDINE TRUSTEE 2.00 0.00 X 0 0 0 JEFFREY L OLIN TRUSTEE 2.00 0.00 X 0 0 0 KERRY R PECK TRUSTEE 2.00 0.00 X 0 0 0 JAMES B PLANEY TRUSTEE 2.00 0.00 X 0 0 0 LYNNE THOMSEN RINKOSKI TRUSTEE 2.00 0.00 X 0 0 0 NANCY A ROSS TRUSTEE 2.00 0.00 X 0 0 0 JEFFREY A SACKS TRUSTEE 2.00 0.00 X 0 0 0 STEPHEN J SCHLEGEL TRUSTEE 2.00 0.00 X 0 0 0 DAVID M SHADE TRUSTEE 2.00 0.00 X 0 0 0 PAUL SHADE TRUSTEE 2.00 0.00 X 0 0 0 MATTHEW SHEAHIN TRUSTEE 2.00 0.00 X 0 0 0 JONATHAN F SIEDLECKI TRUSTEE 2.00 0.00 X 0 0 0 JEAN-PAUL SPIRE TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL L SULLIVAN TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL P SULLIVAN JR TRUSTEE 2.00 0.00 X 0 0 0 WILLIAM TIENKEN TRUSTEE 2.00 0.00 X 0 0 0 DAVID J TORRES TRUSTEE 2.00 0.00 X 0 0 0 FRED K WALZ TRUSTEE 2.00 0.00 X 0 0 0 MARY ANN MAHON HUELS PRESIDENT & CEO 40.00 0.00 X 276275 0 45299 HECTOR PEREZ SR. VICE PRESIDENT OF CLUB SERVICES 40.00 0.00 X 131111 0 16068 KIMBERLY COADY HAWKINS VP OF DEVELOPMENT 40.00 0.00 X 116254 0 15635 523640 0 77002 3 0 1 0 0 318077 2635338 2254256 125663 5207671 266268 266268 10500 0 10500 10500 10500 669205 215273 453932 453932 453932 54961 318077 65911 -10950 -10950 MISCELLANEOUS INCOME 900099 42736 42736 42736 5970157 0 0 762486 95010 95010 321574 321574 2822794 2223855 106657 492282 54849 40150 7572 7127 246406 157333 38321 50752 246204 191205 22457 32542 198 26 151 21 148030 19499 113079 15452 88167 88167 194418 25609 148515 20294 294203 256890 29291 8022 86066 59307 25577 1182 215886 204591 11295 34670 10772 23664 234 21322 3653 13780 3889 9457 9457 524997 521047 3950 84347 74285 10062 PROGRAM SUPPLIES 254320 233604 15598 5118 PRINTING AND PUBLICATIO 162892 159907 2985 0 BAD DEBT EXPENSE 18062 0 18062 0 MEMBERSHIP DUES 16898 1384 5574 9940 49968 13067 29818 7083 5990738 4291194 1045606 653938 281066 520830 1275977 1196351 67679 18439 15123864 8105863 7228081 7018001 11334246 12902352 5902213 6394030 26089262 28050003 246085 442076 112748 151283 601548 601511 960381 1194870 X 14554080 15383870 10574801 11471263 25128881 26855133 26089262 28050003 -20581 1746833 0 X X 0 1 X 1 1 1 X 3737368 3840053 4512034 4311429 5207671 21608555 3737368 3840053 4512034 4311429 5207671 21608555 362540 21246015 174974 285514 260568 360530 276768 1358354 16734 144835 171824 97697 431090 23397999 0.90800 0.75060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7233038 13000 1202735 338000 8110773 6660213 286376 1334445 1047997 7233038 8665313 35000 -771600 1268500 6660213 7753381 54858 1233389 376315 8665313 3823713 343632 443833 -146941 7753381 0.56580 0.40120 0.03300 0 0 343696 343696 11951227 6083811 5867416 1113250 841528 271722 1715691 1180524 535167 7018001 CASH SURRENDER VALUE OF LIFE INSURANCE 115043 BENEFICIAL INTEREST IN TRUSTS 6278987 6394030 7797800 1746833 103066 65911 1915810 5881990 88167 88167 5970157 6071548 103066 65911 168977 5902571 88167 88167 5990738 PART V, LINE 4: THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO SUPPORT THE ORGANIZATION'S PROGRAMS AND MISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 65,911. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 65,911. GALA 273408 245661 27747 42864 WINE DINNER 80404 63090 17314 22687 2 19226 9326 9900 360 373038 318077 54961 65911 65911 -10950 1 0 0 ACADEMIC SCHOLARSHIPS 65 95010 N/A N/A PART I, LINE 2: GRANTS ARE PAID DIRECTLY TO THE SCHOOLS IN THE US. 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 & CEO 223381 0 50000 0 2894 0 19500 0 25799 0 321574 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 $50,000 UPON ATTAINMENT OF AGREED UPON GOALS FOR YEAR 2020. GOALS WERE NOT CONTINGENT ON NET EARNINGS OR REVENUE OF THE ORGANIZATION. X 6 125663 MEAN STOCK PRICE 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, TRUSTEE, AND PAUL SHADE, TRUSTEE, HAVE A FAMILY RELATIONSHIP. JEFFREY CHEN, TRUSTEE, AND VICTORIA CHENG, TRUSTEE, 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 ORGANIZATIONS 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 & 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 & 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 REQEST TO THE ORGANIZATION. PART XI, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.