2017-11-15T14:21:39-06:00 2016-12-31 381357951 PLANTE & MORAN PLLC 10 S Riverside Plaza 9th Floor Chicago IL 60606 990 2016-01-01 362167939 UNION LEAGUE BOYS AND GIRLS CLUBS UNIO 3124355940 65 W JACKSON BLVD CHICAGO IL 60604 MARY ANN MAHON-HUELS President & CEO 3124355940 2017-11-14 1 Kim Haumann 3122071040 2017-11-13 67.59.56.31 2017-11-14 16:51:04 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 4F551198EC90A92CA2ED3AE42C89D47A164E6F16 2016 2017-02-10 21:41:12Z MARY ANN MAHON-HUELS 65 W JACKSON BLVD CHICAGO IL 60604 6688354 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. 74 74 238 587 0 0 8055290 3727840 15793 9528 63033 367887 322226 85948 8456342 4191203 70859 87033 0 0 2597717 2516000 0 2500 370645 1888300 1976839 4556876 4582372 3899466 -391169 25952013 26122207 1020178 816278 24931835 25305929 To enable all young people, especially those who need us most, to reach their full potential as productive, responsible and caring citizens. 0 0 3843238 87033 9528 Operation of 8 clubs and a summer camp that provided educational and recreational opportunities to at-risk children in the city of Chicago. Over 13,500 boys and girls participated. 3843238 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 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 5 0 1 238 1 0 0 0 0 0 1 1 0 0 0 0 X 74 74 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X The Organization 3124355940 65 W JACKSON BLVD CHICAGO IL 60604 Nancy A Ross President, Board of Trustees 10.00 0.00 X 0 0 0 Craig A Labus 1st Vice President 5.00 0.00 X 0 0 0 Cynthia L Doloughty 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 John F Lemker Secretary 5.00 0.00 X 0 0 0 Stacy L Fleming Assistant Secretary 5.00 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 Carol A Doyle Trustee 2.00 0.00 X 0 0 0 Thomas E Erffmeyer Trustee 2.00 0.00 X 0 0 0 Matthew Farrell 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 Kevin J Hermanek Trustee 2.00 0.00 X 0 0 0 Marsha K Hoover Trustee 2.00 0.00 X 0 0 0 Howard H Hush Jr Trustee 2.00 0.00 X 0 0 0 Matthew J Iverson Trustee 2.00 0.00 X 0 0 0 Brian M Jack 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 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 Neal Kottke Trustee 2.00 0.00 X 0 0 0 John L Ladle 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 William J McGrath 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 Sherri Nelson 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 Thomas E Payne 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 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 Lisa 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 William C Vonder Heide Trustee 2.00 0.00 X 0 0 0 Susan H Wallace 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 247458 0 21852 PAUL SANTORE VP OF FINANCE 40.00 0.00 X 122299 0 9742 369757 0 31594 2 0 1 0 0 336956 747662 2643222 144593 3727840 CAMP AND MEMBERSHIP FEES 900099 9528 9528 9528 163349 163349 11625 0 11625 11625 11625 2599322 2394784 204538 204538 204538 154005 336956 97367 56638 56638 22685 5000 17685 17685 4191203 9528 0 453835 87033 87033 269310 161586 53862 53862 1889676 1641245 104861 143570 22110 17884 2642 1584 136471 99449 17996 19026 198433 177715 5331 15387 2000 2000 41593 41593 2500 2500 64424 37347 27077 129495 84066 14735 30694 410 140 115 155 136510 99055 23075 14380 30287 26601 2709 977 295306 295306 135336 110255 16569 8512 60865 29295 17014 14556 9582 9582 580114 576563 3551 79750 67335 12415 PROGRAM SUPPLIES 264336 258486 3033 2817 OTHER EXPENSES 71490 22279 13584 35627 PRINTING AND PUBLICATIO 40877 9967 4282 26628 MEMBERSHIP DUES 34464 32049 2045 370 4582372 3843238 368489 370645 530411 382422 3882736 531106 38457 57236 13899302 6011431 8408182 7887871 7675724 11682961 5416503 5580611 25952013 26122207 279976 193446 730446 593994 9756 28838 1020178 816278 X 13223177 16247846 4369036 1210547 7339622 7847536 24931835 25305929 25952013 26122207 -391169 765263 0 X 0 1 X 1 0 X 3648995 3580952 3716451 8071083 3737368 22754849 3648995 3580952 3716451 8071083 3737368 22754849 5564551 17190298 144172 153450 150905 158678 174974 782179 28210 6137 65750 167899 267996 23805024 272637 0.72210 0.72770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3823713 343632 443833 -146941 7753381 4448987 120000 -139556 -605718 3823713 3992652 487541 549939 581145 4448987 2922608 755789 741314 427059 3992652 2675395 601492 334356 688635 2922608 0.68400 0.31100 0.00500 0 0 378890 378890 11666934 4637204 7029730 1853478 1374227 479251 7887871 CASH SURRENDER VALUE OF LIFE INSURANCE 139670 INTEREST RECEIVABLE 2237 BENEFICIAL INTEREST IN TRUSTS 5438704 5580611 CHARITABLE GIFT ANNUITY 4840 Grant Advances 23998 28838 X 4926242 765263 34200 799463 4126779 64424 64424 4191203 4552148 34200 34200 4517948 64424 64424 4582372 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, 2016, 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 351321 233001 118320 55444 WINE DINNER 73110 61560 11550 13255 3 66530 42395 24135 28668 490961 336956 154005 97367 97367 56638 22685 5000 1 1.00000 22685 5000 5000 17685 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 33 87033 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 0 0 Mary Ann Mahon Huels President & CEO 202231 0 42500 0 2727 0 0 0 0 0 247458 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 7 127898 mean stock price X COMPUTER SOFTWARE 1 16695 FMV 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 Personnel 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, Treasurer, 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.