2014-11-14T09:25:25-06:00 2013-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2013-01-01 362167939 UNION LEAGUE BOYS AND GIRLS CLUBS UNIO 3124355940 65 W JACKSON BLVD CHICAGO IL 60604 MARY ANN MAHON-HUELS PRESIDENT & CEO 3124355940 2014-11-13 1 PLANTE MORAN PLLC P00546491 3122071040 2014-11-13 2013 2015-11-30 17:44:51Z MARY ANN MAHON-HUELS 65 W JACKSON BLVD CHICAGO IL 60604 5803269 0 X WWW.ULBGC.ORG X 1919 IL THE UNION LEAGUE BOYS & GIRLS CLUBS EXIST TO PROMOTE THE SOCIAL, MORAL, VOCATIONAL, PHYSICAL AND EDUCATIONAL DEVELOPMENT OF CHILDREN RESIDING IN CHICAGO. THE PROGRAMS AND SERVICES OF THE CLUBS INSTILL IN BOYS AND GIRLS A SENSE OF BELONGING, COMPETENCE, SELF-ESTEEM, AND INTEGRITY. THE CLUBS ARE DEDICATED TO HELPING YOUTH GROW UP TO BE ACTIVE, CARING AND SELF-RELIANT ADULTS. 71 71 208 782 0 0 3637994 3561412 11001 19540 45020 151851 111924 76908 3805939 3809711 62836 59180 0 0 2073038 2211569 12000 1000 326244 1471611 1758039 3619485 4029788 186454 -220077 15908199 22478009 1406714 1170410 14501485 21307599 X THE UNION LEAGUE BOYS & GIRLS CLUBS EXIST TO PROMOTE THE SOCIAL, MORAL, VOCATIONAL, PHYSICAL AND EDUCATIONAL DEVELOPMENT OF CHILDREN RESIDING IN CHICAGO. THE PROGRAMS AND SERVICES OF THE CLUBS INSTILL IN BOYS AND GIRLS A SENSE OF BELONGING, COMPETENCE, SELF-ESTEEM, AND INTEGRITY. THE CLUBS ARE DEDICATED TO HELPING YOUTH GROW UP TO BE ACTIVE, CARING AND SELF-RELIANT ADULTS. 0 0 3342208 59180 19540 OPERATION OF 3 CLUBS WITH 3 EXTENSION SITES AND A SUMMER CAMP THAT PROVIDED EDUCATIONAL AND RECREATIONAL OPPORTUNITIES TO AT-RISK CHILDREN IN THE CITY OF CHICAGO. OVER 12,600 BOYS AND GIRLS PARTICIPATED. 3342208 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 4 1 1 208 1 0 0 0 0 0 1 1 0 0 0 0 X 71 71 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 MICHAEL L SULLIVAN PRESIDENT, BOARD OF DIRECTORS 10.00 X X 0 0 0 TERRY R HENDRICKSON 1ST VICE PRESIDENT 5.00 X X 0 0 0 NANCY A ROSS 2ND VICE PRESIDENT 5.00 X X 0 0 0 CRAIG A LABUS TREASURER 5.00 X X 0 0 0 TIMOTHY J CUNNINGHAM 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 2.00 X 0 0 0 ANTHONY J BATKO TRUSTEE 2.00 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 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 DOUG KATICH 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 LOREN OSGOOD 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 JONATHAN F SIEDLECKI TRUSTEE 2.00 X 0 0 0 KENNETH P SUCH 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 MICHAEL R WARD 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 216667 0 28932 PAUL SANTORE DIRECTOR OF ACCOUNTING 40.00 X 107030 0 8207 323697 0 37139 2 0 1 0 0 192135 793176 2576101 74985 3561412 CAMP AND MEMBERSHIP FEES 900099 19540 19540 19540 142200 142200 11250 0 11250 11250 11250 1925700 1889498 26551 36202 -26551 9651 9651 137030 192135 77509 59521 59521 OTHER INCOME 900099 6137 6137 6137 3809711 19540 0 228759 59180 59180 242396 121198 48479 72719 1633467 1425778 134060 73629 7464 5122 1882 460 134910 111573 19104 4233 193332 171260 8942 13130 10044 10044 35900 35900 1000 1000 51784 41116 10668 113943 54496 12416 47031 1260 250 125 885 135989 93939 25276 16774 20962 6062 6113 8787 284543 283929 139 475 113857 87064 12822 13971 43547 15670 19030 8847 8680 8680 511410 508462 2948 84737 76782 7955 PROGRAM SUPPLIES 235628 219713 4314 11601 MEMBERSHIP DUES 32097 30972 1125 PRINTING AND PUBLICATIO 30357 6767 1497 22093 43301 4151 8541 30609 4029788 3342208 361336 326244 346030 207869 672749 724975 695814 28789 25871 13492162 4318812 8935234 9173350 5005232 6578913 195190 5796192 15908199 22478009 373441 235429 18979 1016877 901672 16396 14330 1406714 1170410 X 11132857 12446187 1588056 1430221 1780572 7431191 14501485 21307599 15908199 22478009 -220077 1760810 5265381 0 X 0 1 X 1 1 1 X 2691862 3065393 6445181 3648995 3580952 19432383 2691862 3065393 6445181 3648995 3580952 19432383 2774327 16658056 108527 115111 123363 144172 153450 644623 32026 20844 32872 28210 6137 120089 20197095 756465 0.82480 0.83550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2922608 755789 741314 427059 3992652 2675395 601492 334356 688635 2922608 2675832 104154 135054 239645 2675395 1998898 645568 295783 264417 2675832 1603099 21474 472057 76258 1998898 0.50440 0.44670 0.04890 0 0 353560 353560 11574488 3247427 8327061 1564114 1071385 492729 9173350 CASH SURRENDER VALUE OF LIFE INSURANCE 121115 INTEREST RECEIVABLE 27483 BENEFICIAL INTEREST IN TRUSTS 5647594 5796192 CHARITABLE GIFT ANNUITY 14330 14330 X 5552937 1760810 34200 1795010 3757927 51784 51784 3809711 4012204 34200 34200 3978004 51784 51784 4029788 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, 2013 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 2010. GALA 213480 119375 94105 5000 40487 WINE DINNER 77515 51440 26075 16441 2 38170 21320 16850 15581 329165 192135 137030 5000 72509 77509 59521 1 ACADEMIC SCHOLARSHIPS 23 59180 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 181189 0 32500 0 2978 0 3203 0 25729 0 245599 0 0 0 X 6 44811 MEAN STOCK PRICE X COMPUTER EQUI 1 25315 FAIR MARKET VALUE X PROGRAM SERVI 2 4859 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. 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 EXECUTIVE DIRECTOR. THE COMMITTEE IS COMPRISED OF THE PRESIDENT, 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 EXECUTIVE DIRECTOR. 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.