2012-11-13T10:41:46-06:00 2011-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2011-01-01 362167939 UNION LEAGUE BOYS AND GIRLS CLUBS UNIO 3124355940 65 W JACKSON BLVD CHICAGO IL 60604 MARY ANN MAHON-HUELS 3124355940 2012-11-13 1 KIMBERLY HAUMANN P00546491 3122071040 2012-11-13 2011 2016-02-24 21:20:13Z MARY ANN MAHON-HUELS 65 WEST JACKSON BLVD CHICAGO IL 60604 8330642 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. 67 67 175 730 0 0 3031193 6390981 20347 28493 112521 120363 124143 111890 3288204 6651727 50259 61513 0 0 1964615 2069607 23533 61250 335422 1496568 1439890 3534975 3632260 -246771 3019467 10842448 14153211 270257 401952 10572191 13751259 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 2916022 61513 28493 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 11,000 BOYS AND GIRLS PARTICIPATED. 2916022 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 7 0 1 175 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 MICHAEL M CHIOROS 10.00 X X 0 0 0 MICHAEL L SULLIVAN 5.00 X X 0 0 0 TERRY R HENDRICKSON 5.00 X X 0 0 0 LOREN D JAHN 5.00 X X 0 0 0 NANCY A ROSS 5.00 X X 0 0 0 AMY O'BRIEN 5.00 X X 0 0 0 THOMAS E ERFFMEYER 5.00 X X 0 0 0 GUY F ARVIA 2.00 X 0 0 0 ANTHONY J BATKO 2.00 X 0 0 0 JERRY E BERN 2.00 X 0 0 0 RONALD P BERNARDI 2.00 X 0 0 0 THOMAS C BORDERS 2.00 X 0 0 0 CHARLES BRUMMELL 2.00 X 0 0 0 RICHARD S BULL III 2.00 X 0 0 0 F MICHAEL COVEY III 2.00 X 0 0 0 TIMOTHY J CUNNINGHAM 2.00 X 0 0 0 RICHARD D DOERMER 2.00 X 0 0 0 CYNTHIA L DOLOUGHTY 2.00 X 0 0 0 JOHN L DONNELLY 2.00 X 0 0 0 STEVEN C FILIPOWSKI 2.00 X 0 0 0 JANA O FLEMING 2.00 X 0 0 0 STACY L FLEMING 2.00 X 0 0 0 VERNON W FRANCISSEN 2.00 X 0 0 0 JAMES J GATZIOLIS 2.00 X 0 0 0 RICHARD I GAVIN 2.00 X 0 0 0 LAURA J HAGEN 2.00 X 0 0 0 MICHAEL A HANLON 2.00 X 0 0 0 DAVID L HANSON 2.00 X 0 0 0 PATRICK J HERBERT 2.00 X 0 0 0 KEVIN J HERMANEK 2.00 X 0 0 0 JOHN P HIGGINSON JR 2.00 X 0 0 0 HOWARD H HUSH JR 2.00 X 0 0 0 MATTHEW J IVERSON 2.00 X 0 0 0 BRIAN M JACK 2.00 X 0 0 0 ROBERT M KARTON 2.00 X 0 0 0 STEVE KASS 2.00 X 0 0 0 DOUG KATICH 2.00 X 0 0 0 MICHAEL W KISS 2.00 X 0 0 0 NEAL KOTTKE 2.00 X 0 0 0 CRAIG A LABUS 2.00 X 0 0 0 GREGORY G LAKA 2.00 X 0 0 0 JOHN F LEMKER 2.00 X 0 0 0 NICOLE L LOCKETT 2.00 X 0 0 0 ANDREW MACRAE 2.00 X 0 0 0 JERRY MANNE 2.00 X 0 0 0 GUY N MARAS 2.00 X 0 0 0 MARTHA JAHN MARTIN 2.00 X 0 0 0 WILLIAM J MCGRATH 2.00 X 0 0 0 STACI TRACKEY MEAGHER 2.00 X 0 0 0 JAMES P MEYER 2.00 X 0 0 0 RICHARD E MOORE 2.00 X 0 0 0 FRANK R NIEDERMAN 2.00 X 0 0 0 KENNETH E NORDINE 2.00 X 0 0 0 JEFFREY L OLIN 2.00 X 0 0 0 THOMAS S PALMEN 2.00 X 0 0 0 THOMAS E PAYNE 2.00 X 0 0 0 JAMES B PLANEY 2.00 X 0 0 0 RONALD A RASCIA 2.00 X 0 0 0 LYNNE THOMSEN RINKOSKI 2.00 X 0 0 0 ALAN RODRIGUEZ 2.00 X 0 0 0 JEFFREY A SACKS 2.00 X 0 0 0 STEPHEN J SCHLEGEL 2.00 X 0 0 0 DAVID M SHADE 2.00 X 0 0 0 JONATHAN F SIEDLECKI 2.00 X 0 0 0 KENNETH P SUCH 2.00 X 0 0 0 WILLIAM C VONDER HEIDE 2.00 X 0 0 0 SUSAN H WALLACE 2.00 X 0 0 0 FRED K WALZ 2.00 X 0 0 0 MICHAEL R WARD 2.00 X 0 0 0 WENDY WHITE 2.00 X 0 0 0 HAROLD J WIADUCK 2.00 X 0 0 0 MARY ANN MAHON-HUELS 40.00 X 203117 0 23492 203117 0 23492 1 0 1 0 ANTUNOVICH ASSOCIATES 224 W HURON ST SUITE 7 EAST CHICAGO IL 60654 ARCHITECTURAL & ENGINEERING 192000 TANDEM INC 1725 N BURLINGTON ST CHICAGO IL 60614 CONSTRUCTION MANAGEMENT 169951 2 179312 730175 5481494 800822 6390981 CAMP AND MEMBERSHIP FE 900099 28493 28493 28493 121735 121735 3000 0 3000 3000 3000 1602276 1603648 -1372 -1372 -1372 128525 179312 70267 58258 58258 22760 5000 17760 17760 OTHER INCOME 900099 32872 32872 32872 6651727 28493 0 232253 61513 61513 226610 113305 45322 67983 1536577 1347443 120147 68987 8406 5637 1865 904 137038 102888 19681 14469 160976 120449 25996 14531 891 891 34200 34200 61250 61250 44289 35027 9262 86493 67207 6338 12948 745 50 225 470 126136 70762 21949 33425 15658 5890 4445 5323 171413 170712 236 465 113249 76926 27822 8501 37529 11610 23904 2015 413019 408890 4129 70391 62230 8161 PROGRAM SUPPLIES 169891 169891 MEMBERSHIP DUES 32635 30406 1680 549 PRINTING AND PUBLICATIO 25705 5145 661 19899 97646 50041 23902 23703 3632260 2916022 380816 335422 285997 685198 426037 454822 442601 2049734 8338 11253 11590515 5628578 4966556 5961937 4606213 4853632 106706 136635 10842448 14153211 227078 376451 0 750 23048 6425 20131 18326 270257 401952 X 8229073 9096315 710887 2997981 1632231 1656963 10572191 13751259 10842448 14153211 X 3019467 159601 X 0 1 1 X 1 1 X 3088039 2273553 2691862 3065393 6445181 17564028 3088039 2273553 2691862 3065393 6445181 17564028 4449378 13114650 74938 155987 108527 115111 123363 577926 900 2400 32026 20844 32872 89042 18230996 797774 0.71940 0.91140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2675832 104154 135054 239645 2675395 1998898 645568 295783 264417 2675832 1603099 21474 472057 76258 1998898 2428548 38686 29652 893787 1603099 0.37800 0.62000 0.00200 0 0 343691 343691 11246824 5628578 5618246 5961937 CHARITABLE GIFT ANNUITY 18326 18326 6651727 3632260 3019467 139601 20000 159601 3179068 6801239 139601 54200 193801 6607438 44289 44289 6651727 3622171 34200 34200 3587971 44289 44289 3632260 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO SUPPORT THE ORGANIZATION'S PROGRAMS AND MISSION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ULBGC QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, A PROVISION FOR INCOME TAXES HAS NOT BEEN RECORDED. ULBGC'S APPLICATION OF GAAPUSA REGARDING UNCERTAIN TAX POSITIONS HAD NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES THE ULBGC HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS. THE ULBGC WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. ULBGC IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR FEDERAL, STATE OR LOCAL INCOME TAXES FOR PERIODS BEFORE 2008. X X X X X X 1 LATZ & WALL 1101 SOUTH BOULEVARD UNIT 205 OAK PARK IL 60302 SOLICITATION OF MAJOR GIFTS 0 388490 30000 358490 BILL BROOKS & ASSOCIATES LTD 1332 NORTH BELL AVENUE CHICAGO IL 606223033 SOLICITATION OF CORPORATE & FOUNDATION GRANTS 0 63600 31250 32350 452090 61250 390840 IL GALA 218492 126042 92450 43969 WINE DINNER 57368 30843 26525 18911 2 31977 22427 9550 7387 307837 179312 128525 70267 70267 58258 22760 5000 1 1.00000 22760 5000 5000 17760 IL 1 0 0 0 1.00000 PAUL SANTORE DIRECTOR OF ACCOUNTIN 65 W JACKSON BLVD CHICAGO IL 60604 0 0 1 ACADEMIC SCHOLARSHIPS 19 61513 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 170807 0 30000 0 2310 0 3012 0 20480 0 226609 0 0 0 X 8 660822 FMV X 1 140000 FMV 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 2 LOREN D. JAHN, TREASURER, AND MARTHA JAHN MARTIN, 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 139,601. DONATED SERVICES AND USE OF FACILITIES: 20,000. TOTAL TO FORM 990, PART XI, LINE 5: 159,601.