2019-11-14T16:57:30-06:00 2018-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2018-01-01 362167939 UNION LEAGUE BOYS AND GIRLS CLUBS UNIO 3124355940 65 W JACKSON BLVD CHICAGO IL 60604 MARY ANN MAHON-HUELS PRESIDENT & CEO 3124355940 2019-11-13 1 KIM HAUMANN P00546491 3122071040 2019-11-13 68.231.17.128 2019-11-13 13:35:19 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F18F835EE371A329476A90C9A25407CADD21E201 2018 2020-03-31 21:24:44Z MARY ANN MAHON-HUELS 65 W JACKSON BLVD CHICAGO IL 60604 6473923 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. 73 73 246 260 0 7095 3825788 4512034 14265 11448 614522 -7503 74990 28607 4529565 4544586 91642 79214 0 0 3118473 3536569 0 0 604125 2172860 2293507 5382975 5909290 -853410 -1364704 27243304 24543609 784273 1072968 26459031 23470641 TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS. 0 0 4523649 79214 11448 OPERATION OF 11 CLUBS AND A SUMMER CAMP THAT PROVIDED EDUCATIONAL AND RECREATIONAL OPPORTUNITIES TO AT-RISK CHILDREN IN THE CITY OF CHICAGO. OVER 14,726 BOYS AND GIRLS PARTICIPATED. 4523649 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 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 246 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 73 73 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 CRAIG A LABUS PRESIDENT, BOARD OF TRUSTEES 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 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 PATRICK J HERBERT TRUSTEE 2.00 0.00 X 0 0 0 MARSHA K HOOVER TRUSTEE 2.00 0.00 X 0 0 0 MATTHEW J IVERSON 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 ROBERT M KARTON TRUSTEE 2.00 0.00 X 0 0 0 STEVE KASS TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL W KISS 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 NEAL KOTTKE 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 ANDREW MACRAE 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 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 ANN RONDEAU 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 KENNETH P SUCH 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 FRED K WALZ TRUSTEE 2.00 0.00 X 0 0 0 MARY ANN MAHON HUELS PRESIDENT & CEO 40.00 0.00 X 252392 0 25957 PAUL SANTORE VP OF FINANCE 40.00 0.00 X 120368 0 9612 HECTER PEREZ VP OF CLUB SERVICES 40.00 0.00 X 104169 0 12395 476929 0 47964 3 0 1 0 STRASSBURGER AND ASSOCIATES INC 1004 WEST OLD MILL ROAD LAKE FOREST IL 60045 GENERAL CONTRACTOR FOR CONSTRUCTION 207582 1 469503 1224592 2817939 163267 4512034 CAMP AND MEMBERSHIP FEES 900099 11448 11448 11448 250818 250818 9750 0 9750 9750 9750 1545038 1803359 -258321 -258321 -258321 115641 469503 124528 -8887 -8887 17850 1450 16400 16400 MISCELLANEOUS INCOME 900099 11344 11344 11344 4544586 11448 0 21104 79214 79214 275344 137672 137672 2789541 2357617 265339 166585 23081 17135 4327 1619 202640 129529 40990 32121 245963 201654 21763 22546 1050 600 450 39200 39200 95080 42712 52368 275952 125208 45379 105365 11971 5100 531 6340 198703 148678 36074 13951 15846 1841 12625 1380 343468 342568 900 170982 111712 40393 18877 67017 19779 32784 14454 15598 15598 504015 501760 2255 78179 64421 13758 PROGRAM SUPPLIES 332549 299900 9428 23221 MEMBERSHIP DUES 37933 36208 1725 PRINTING AND PUBLICATIO 29364 99 9016 20249 76600 22316 14989 39295 5909290 4523649 781516 604125 295594 425023 761470 1253348 62025 212745 14591884 7047687 7604784 7544197 12271416 9848766 6248015 5259530 27243304 24543609 383734 290071 82358 400539 700539 784273 1072968 X 16537545 14381028 1341160 1684218 8580326 7405395 26459031 23470641 27243304 24543609 -1364704 -1623686 0 X X 0 1 X 1 0 X 3716451 8071083 3737368 3840053 4512034 23876989 3716451 8071083 3737368 3840053 4512034 23876989 4870837 19006152 150905 158678 174974 285514 260568 1030639 65750 167899 16734 144835 395218 25302846 0.75110 0.76790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8665313 35000 -771600 1268500 6660213 7753381 54858 1233389 376315 8665313 3823713 343632 443833 -146941 7753381 4448987 120000 -139556 -605718 3823713 3992652 487541 549939 581145 4448987 0.64100 0.32800 0.03100 0 0 343696 343696 12040403 5387615 6652788 922832 664095 258737 1284953 995977 288976 7544197 CASH SURRENDER VALUE OF LIFE INSURANCE 177816 INTEREST RECEIVABLE 1196 BENEFICIAL INTEREST IN TRUSTS 5080518 5259530 X 2860021 -1623686 34200 -1589486 4449507 95080 95080 4544587 5848411 34200 34200 5814211 95080 95080 5909291 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. GALA 431175 340990 90185 54956 WINE DINNER 82874 67254 15620 12517 3 71095 61259 9836 57055 585144 469503 115641 124528 124528 -8887 17850 1450 1 1.00000 17850 1450 1450 16400 IL 1 0 0 0 1.00000 PAUL SANTORE VP OF FINANCE 65 W JACKSON BLVD CHICAGO IL 60604 0 MARINA SIRAGUSA MARKETING SPECIA 0 RAFFLE TICKETS SALES COORDINATION AND RAFFLE DRAWING ON THE NIGHT OF THE GALA. X 0 1 ACADEMIC SCHOLARSHIPS 42 79214 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 206914 0 42500 0 2978 0 0 0 25957 0 278349 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. X 6 159367 MEAN STOCK PRICE X FURNITURE 1 3900 FMV 0 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.