2020-10-20T11:13:13-05:00 2019-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2019-01-01 362167939 UNION LEAGUE BOYS AND GIRLS CLUBS UNIO 3124355940 65 W JACKSON BLVD CHICAGO IL 60604 MARY ANN MAHON-HUELS PRESIDENT & CEO 3124355940 2020-10-08 1 KIM HAUMANN P00546491 3122071040 2020-10-08 70.176.181.68 2020-10-08 14:20:09 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F18F835EE371A329476A90C9A25407CADD21E201 2019 2021-01-29 14:40:06Z MARY ANN MAHON-HUELS 65 W JACKSON BLVD CHICAGO IL 60604 6395449 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. 70 70 216 800 0 0 4512034 4311428 11448 18400 -7503 792131 28607 28839 4544586 5150798 79214 123617 0 0 3536569 3324669 0 0 469532 2293507 2208123 5909290 5656409 -1364704 -505611 24543609 26089262 1072968 960381 23470641 25128881 TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS. 0 0 4173187 123617 18400 OPERATION OF 11 CLUBS AND A SUMMER CAMP THAT PROVIDED EDUCATIONAL AND RECREATIONAL OPPORTUNITIES TO AT-RISK CHILDREN IN THE CITY OF CHICAGO. OVER 15,009 BOYS AND GIRLS PARTICIPATED. 4173187 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 5 0 1 216 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 70 70 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X PAUL SANTORE 3124355940 65 W JACKSON BLVD CHICAGO IL 60604 MARY ANN MAHON HUELS PRESIDENT & CEO 40.00 0.00 X 256076 0 40171 PAUL SANTORE VICE PRESIDENT OF FINANCE 40.00 0.00 X 114016 0 10928 HECTOR PEREZ VICE PRESIDENT OF CLUB SERVICES 40.00 0.00 X 110833 0 13275 CRAIG A LABUS PRESIDENT 10.00 0.00 X X 0 0 0 CYNTHIA L DOLOUGHTY 1ST VICE PRESIDENT 5.00 0.00 X X 0 0 0 THOMAS E PAYNE 2ND VICE PRESIDENT 5.00 0.00 X X 0 0 0 TIMOTHY J CUNNINGHAM TREASURER 5.00 0.00 X X 0 0 0 MICHAEL R WARD ASSISTANT TREASURER 5.00 0.00 X X 0 0 0 STACY L FLEMING SECRETARY 5.00 0.00 X X 0 0 0 LISA SHADE ASSISTANT SECRETARY 5.00 0.00 X 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 AMY O'BRIEN 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 TIMO REHBOCK 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 LAUREN SNYDER 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 480925 0 64374 3 0 1 0 0 597258 1310905 2403265 153084 4311428 CAMP AND MEMBERSHIP FEES 900099 18400 18400 18400 349655 349655 10875 0 10875 10875 10875 1533268 1090792 442476 442476 442476 136020 597258 153859 -17839 -17839 MISCELLANEOUS INCOME 900099 35803 35803 35803 5150798 18400 0 820970 123617 123617 296246 296246 2565411 2094124 271322 199965 34681 27687 4365 2629 204411 116677 56303 31431 223920 175592 32038 16290 47900 47900 85360 39453 45907 304475 129552 77906 97017 2843 2042 801 199031 137085 37050 24896 12739 5131 5017 2591 286481 285172 1309 160882 108276 39826 12780 74408 14333 38140 21935 24521 24521 533181 530404 2777 84015 69230 14785 PROGRAM SUPPLIES 265042 228875 9411 26756 MEMBERSHIP DUES 39945 37824 1638 483 PRINTING AND PUBLICATIO 30447 2613 4555 23279 56853 23021 25153 8679 5656409 4173187 1013690 469532 425023 281066 1253348 1275977 212745 67679 14808947 7580866 7544197 7228081 9848766 11334246 5259530 5902213 24543609 26089262 290071 246085 82358 112748 700539 601548 1072968 960381 X 14381028 14554080 9089613 10574801 23470641 25128881 24543609 26089262 -505611 2163851 0 X X 0 1 X 1 0 X 8071083 3737368 3840053 4512034 4311429 24471967 8071083 3737368 3840053 4512034 4311429 24471967 4794911 19677056 158678 174974 285514 260568 360530 1240264 167899 16734 144835 171824 501292 26213523 0.75060 0.75110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6660213 286376 1334445 1047997 7233038 8665313 35000 -771600 1268500 6660213 7753381 54858 1233389 376315 8665313 3823713 343632 443833 -146941 7753381 4448987 120000 -139556 -605718 3823713 0.57960 0.39970 0.02070 0 0 343696 343696 11746621 5736431 6010190 1020957 753667 267290 1697673 1090768 606905 7228081 CASH SURRENDER VALUE OF LIFE INSURANCE 108513 INTEREST RECEIVABLE 1196 BENEFICIAL INTEREST IN TRUSTS 5792504 5902213 X 7414544 2163851 34200 151054 2349105 5065439 85359 85359 5150798 5756304 34200 151054 185254 5571050 85359 85359 5656409 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 IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY ULBGC AND RECOGNIZE A TAX LIABILITY IF ULBGC HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY ULBGC AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 151,054. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 151,054. GALA 599635 469122 130513 71874 WINE DINNER 75013 56553 18460 18715 3 58630 71583 -12953 0 63270 733278 597258 136020 153859 153859 -17839 1 ACADEMIC SCHOLARSHIPS 69 123617 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 213098 0 40000 0 2978 0 21646 0 18525 0 296247 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 $40,000 UPON ATTAINMENT OF AGREED UPON GOALS FOR YEAR 2019. GOALS WERE NOT CONTINGENT ON NET EARNINGS OR REVENUE OF THE ORGANIZATION. X 6 153084 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 EXECUTIVE DIRECTOR 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.