2015-11-13T09:34:30-06:00 2014-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2014-01-01 362167939 UNION LEAGUE BOYS AND GIRLS CLUBS UNIO 3124355940 65 W JACKSON BLVD CHICAGO IL 60604 MARY ANN MAHON-HUELS PRESIDENT & CEO 3124355940 2015-11-10 1 PLANTE MORAN PLLC P00546491 3122071040 2015-11-04 2014 2016-02-25 16:41:14Z MARY ANN MAHON-HUELS 65 W JACKSON BLVD CHICAGO IL 60604 5835130 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 67 229 829 0 0 3561412 3692054 19540 24397 151851 399139 76908 154285 3809711 4269875 59180 83021 0 0 2211569 2450960 1000 3000 311903 1758039 1982239 4029788 4519220 -220077 -249345 22478009 22672325 1170410 1071531 21307599 21600794 TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS. 0 0 3807665 83021 24397 OPERATION OF 3 CLUBS WITH 4 EXTENSION SITES AND A SUMMER CAMP THAT PROVIDED EDUCATIONAL AND RECREATIONAL OPPORTUNITIES TO AT-RISK CHILDREN IN THE CITY OF CHICAGO. OVER 12,940 BOYS AND GIRLS PARTICIPATED. 3807665 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 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 1 229 1 0 0 0 0 0 1 1 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 X THE ORGANIZATION 3124355940 65 W JACKSON BLVD CHICAGO IL 60604 TERRY R HENDRICKSON PRESIDENT, BOARD OF TRUSTEES 10.00 X X 0 0 0 NANCY A ROSS 1ST VICE PRESIDENT 5.00 X X 0 0 0 CRAIG A LABUS 2ND VICE PRESIDENT 5.00 X X 0 0 0 TIMOTHY J CUNNINGHAM TREASURER 5.00 X X 0 0 0 MICHAEL R WARD ASSISTANT TREASURER 5.00 X X 0 0 0 JOHN F LEMKER SECRETARY 5.00 X X 0 0 0 CYNTHIA L DOLOUGHTY ASSISTANT SECRETARY 5.00 X X 0 0 0 GUY F ARVIA TRUSTEE 5.00 X 0 0 0 RONALD P BERNARDI TRUSTEE 2.00 X 0 0 0 CHRIS BOHUS TRUSTEE 2.00 X 0 0 0 THOMAS C BORDERS TRUSTEE 2.00 X 0 0 0 CHARLES BRUMMELL TRUSTEE 2.00 X 0 0 0 MICHAEL M CHIOROS TRUSTEE 2.00 X 0 0 0 F MICHAEL COVEY III TRUSTEE 2.00 X 0 0 0 THOMAS G DICIANNI TRUSTEE 2.00 X 0 0 0 RICHARD D DOERMER TRUSTEE 2.00 X 0 0 0 JOHN L DONNELLY TRUSTEE 2.00 X 0 0 0 CAROL A DOYLE TRUSTEE 2.00 X 0 0 0 THOMAS E ERFFMEYER TRUSTEE 2.00 X 0 0 0 STEVEN C FILIPOWSKI TRUSTEE 2.00 X 0 0 0 JANA O FLEMING TRUSTEE 2.00 X 0 0 0 STACY L FLEMING TRUSTEE 2.00 X 0 0 0 JAMES J GATZIOLIS TRUSTEE 2.00 X 0 0 0 RICHARD I GAVIN TRUSTEE 2.00 X 0 0 0 LAURA J HAGEN TRUSTEE 2.00 X 0 0 0 PATRICK J HERBERT TRUSTEE 2.00 X 0 0 0 KEVIN J HERMANEK TRUSTEE 2.00 X 0 0 0 MARSHA K HOOVER TRUSTEE 2.00 X 0 0 0 HOWARD H HUSH JR TRUSTEE 2.00 X 0 0 0 MATTHEW J IVERSON TRUSTEE 2.00 X 0 0 0 BRIAN M JACK TRUSTEE 2.00 X 0 0 0 CHARLES JAHN TRUSTEE 2.00 X 0 0 0 LOREN D JAHN TRUSTEE 2.00 X 0 0 0 ROBERT M KARTON TRUSTEE 2.00 X 0 0 0 STEVE KASS TRUSTEE 2.00 X 0 0 0 MICHAEL W KISS TRUSTEE 2.00 X 0 0 0 MICHAEL KOENIGSKNECHT TRUSTEE 2.00 X 0 0 0 NEAL KOTTKE TRUSTEE 2.00 X 0 0 0 JOHN L LADLE TRUSTEE 2.00 X 0 0 0 GREGORY G LAKA TRUSTEE 2.00 X 0 0 0 COSMIN LUCACI TRUSTEE 2.00 X 0 0 0 ANDREW MACRAE TRUSTEE 2.00 X 0 0 0 JERRY MANNE TRUSTEE 2.00 X 0 0 0 KATHLEEN MANNING TRUSTEE 2.00 X 0 0 0 GEORGE G MARAGOS TRUSTEE 2.00 X 0 0 0 GUY N MARAS TRUSTEE 2.00 X 0 0 0 MARTHA JAHN MARTIN TRUSTEE 2.00 X 0 0 0 WILLIAM J MCGRATH TRUSTEE 2.00 X 0 0 0 JAMES P MEYER TRUSTEE 2.00 X 0 0 0 RICHARD E MOORE TRUSTEE 2.00 X 0 0 0 FRANK R NIEDERMAN TRUSTEE 2.00 X 0 0 0 KENNETH E NORDINE TRUSTEE 2.00 X 0 0 0 JEFFREY L OLIN TRUSTEE 2.00 X 0 0 0 THOMAS S PALMEN TRUSTEE 2.00 X 0 0 0 THOMAS E PAYNE TRUSTEE 2.00 X 0 0 0 JAMES B PLANEY TRUSTEE 2.00 X 0 0 0 RONALD A RASCIA TRUSTEE 2.00 X 0 0 0 TIMO REHBOCK TRUSTEE 2.00 X 0 0 0 LYNNE THOMSEN RINKOSKI TRUSTEE 2.00 X 0 0 0 JEFFREY A SACKS TRUSTEE 2.00 X 0 0 0 STEPHEN J SCHLEGEL TRUSTEE 2.00 X 0 0 0 DAVID M SHADE TRUSTEE 2.00 X 0 0 0 LISA SHADE TRUSTEE 2.00 X 0 0 0 PAUL SHADE TRUSTEE 2.00 X 0 0 0 JONATHAN F SIEDLECKI TRUSTEE 2.00 X 0 0 0 KENNETH P SUCH TRUSTEE 2.00 X 0 0 0 MICHAEL L SULLIVAN TRUSTEE 2.00 X 0 0 0 MICHAEL P SULLIVAN JR TRUSTEE 2.00 X 0 0 0 WILLIAM TIENKEN TRUSTEE 2.00 X 0 0 0 WILLIAM C VONDER HEIDE TRUSTEE 2.00 X 0 0 0 SUSAN H WALLACE TRUSTEE 2.00 X 0 0 0 FRED K WALZ TRUSTEE 2.00 X 0 0 0 NICOLE L WASHINGTON TRUSTEE 2.00 X 0 0 0 WENDY WHITE TRUSTEE 2.00 X 0 0 0 MARY ANN MAHON HUELS PRESIDENT & CEO 40.00 X 221149 0 24639 PAUL SANTORE VICE PRESIDENT OF FINANCE 40.00 X 110423 0 8002 331572 0 32641 2 0 1 0 0 266299 929707 2496048 255639 3692054 CAMP AND MEMBERSHIP FEES 900099 24397 24397 24397 161943 161943 11250 0 11250 11250 11250 1683129 2976 1448909 0 234220 2976 237196 237196 170431 266299 111346 59085 59085 23200 5000 18200 18200 OTHER INCOME 900099 65750 65750 65750 4269875 24397 0 553424 83021 83021 245789 147473 49158 49158 1856693 1607322 147221 102150 8478 6358 1970 150 139610 104900 19909 14801 200390 178828 9790 11772 24395 24395 36600 36600 3000 3000 57207 39474 17733 118631 86750 10837 21044 1305 745 60 500 138329 84055 38112 16162 21087 15876 2915 2296 364294 364040 254 126472 98648 14471 13353 47648 24047 19119 4482 9744 9744 564142 560749 3393 86248 74584 11664 PROGRAM SUPPLIES 234922 228734 2571 3617 OTHER EXPENSES 85326 27074 10230 48022 MEMBERSHIP DUES 33491 9954 2904 20633 PRINTING AND PUBLICATIO 32398 30894 995 509 4519220 3807665 399652 311903 207869 315522 695814 725151 25871 39140 13720003 4855286 9173350 8864717 6578913 6957304 5796192 5770491 22478009 22672325 235429 275129 18979 550 901672 783731 14330 12121 1170410 1071531 X 12446187 12596506 1430221 1428225 7431191 7576063 21307599 21600794 22478009 22672325 -249345 542540 0 X 0 1 X 1 1 1 X 3065393 6445181 3648995 3580952 3716451 20456972 3065393 6445181 3648995 3580952 3716451 20456972 2737805 17719167 115111 123363 144172 153450 150905 687001 20844 32872 28210 6137 65750 153813 21297786 637255 0.83200 0.82480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3992652 487541 549939 581145 4448987 2922608 755789 741314 427059 3992652 2675395 601492 334356 688635 2922608 2675832 104154 135054 239645 2675395 1998898 645568 295783 264417 2675832 0.54000 0.44000 0.02000 0 0 355660 355660 11634454 3706943 7927511 1729889 1148343 581546 8864717 CASH SURRENDER VALUE OF LIFE INSURANCE 142844 INTEREST RECEIVABLE 2020 BENEFICIAL INTEREST IN TRUSTS 5625627 5770491 CHARITABLE GIFT ANNUITY 12121 12121 X 4811332 542539 56125 598664 4212668 57207 57207 4269875 4518137 56125 56125 4462012 57207 57207 4519219 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: 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, 2014 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ULBGC IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. GALA 272585 149760 122825 56595 WINE DINNER 32666 9791 22875 14932 2 131479 106748 24731 39819 436730 266299 170431 111346 111346 59085 23200 5000 0 23200 5000 5000 18200 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 36 83021 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 0 0 0 0 0 0 0 0 MARY ANN MAHON HUELS PRESIDENT & CEO 185788 0 32500 0 2861 0 3272 0 21367 0 245788 0 0 0 X 10 177611 MEAN STOCK PRICE X FURNITURE AND FIXTURES 1 58360 FAIR MARKET VALUE X COMPUTER EQUIPMENT 1 18167 FAIR MARKET VALUE X SUPPLIES FOR PROGRAM SERVICES 1 1500 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 LOREN D. JAHN, TRUSTEE, MARTHA JAHN MARTIN, TRUSTEE, AND CHARLES JAHN, TRUSTEE, HAVE A FAMILY RELATIONSHIP. DAVID M. SHADE, TRUSTEE, LISA SHADE, TRUSTEE, AND PAUL SHADE, TRUSTEE, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 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.