2016-11-14T16:56:26-06:00 2015-12-31 381357951 PLANTE & MORAN PLLC 10 S Riverside Plaza 9th Floor Chicago IL 60606 990 2015-01-01 362167939 UNION LEAGUE BOYS AND GIRLS CLUBS UNIO 3124355940 65 W JACKSON BLVD CHICAGO IL 60604 MARY ANN MAHON-HUELS President & CEO 3124355940 2016-11-14 1 Plante Moran PLLC P00546491 3122071040 2016-11-14 2015 2017-02-10 21:41:12Z MARY ANN MAHON-HUELS 65 W JACKSON BLVD CHICAGO IL 60604 10006299 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. 68 68 217 715 0 0 3692054 8055290 24397 15793 399139 63033 154285 322226 4269875 8456342 83021 70859 0 0 2450960 2597717 3000 0 339755 1982239 1888300 4519220 4556876 -249345 3899466 22672325 25952013 1071531 1020178 21600794 24931835 To enable all young people, especially those who need us most, to reach their full potential as productive, responsible and caring citizens. 0 0 3847816 70859 15793 Operation of 8 clubs and a summer camp that provided educational and recreational opportunities to at-risk children in the city of Chicago. Over 13,176 boys and girls participated. 3847816 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 8 2 1 217 1 0 0 0 0 0 1 1 0 0 0 0 X 68 68 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 0 0 0 Nancy A Ross 1st Vice President 5.00 X 0 0 0 Craig A Labus 2nd Vice President 5.00 X 0 0 0 Timothy J Cunningham Treasurer 5.00 X 0 0 0 Michael R Ward Assistant Treasurer 5.00 X 0 0 0 John F Lemker Secretary 5.00 X 0 0 0 Cynthia L Doloughty Assistant Secretary 5.00 X 0 0 0 Guy F Arvia Trustee 2.00 X 0 0 0 Ronald P Bernardi 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 Carmen Caruso Trustee 2.00 X 0 0 0 Jeffrey Chen Trustee 2.00 X 0 0 0 Victoria Cheng 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 Stephen H Goulding 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 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 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 Timo Rehbock Trustee 2.00 X 0 0 0 Lynne Thomsen Rinkoski Trustee 2.00 X 0 0 0 Ann Rondeau 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 Wendy White Trustee 2.00 X 0 0 0 Mary Ann Mahon Hules President & CEO 40.00 X 227027 0 22772 PAUL SANTORE VICE PRESIDENT OF FINANCE 40.00 X 113004 0 9024 340031 0 31796 2 0 1 0 0 330113 835015 6890162 160908 8055290 CAMP AND MEMBERSHIP FEES 900099 15793 15793 15793 147428 147428 11250 0 11250 11250 11250 1388322 1472717 -84395 -84395 -84395 198417 330113 72240 126177 126177 21900 5000 16900 16900 LIFE INSURANCE PROCEEDS 900099 118632 118632 other income 900099 49267 49267 167899 8456342 15793 0 385259 70859 70859 249800 162370 49960 37470 1958655 1719103 115073 124479 20023 14953 2619 2451 152383 113517 18138 20728 216856 196656 7375 12825 2221 2221 39600 39600 57418 37463 19955 105964 70841 14856 20267 445 445 130076 74573 27971 27532 40445 36843 1375 2227 305126 305126 117489 91380 15833 10276 45038 21627 18966 4445 9476 9476 576030 572637 3393 77764 65554 12210 PROGRAM SUPPLIES 235689 224516 3290 7883 OTHER EXPENSES 82314 21033 14633 46648 PRINTING AND PUBLICATIO 31792 6755 3027 22010 MEMBERSHIP DUES 31413 29868 1031 514 4556876 3847816 369305 339755 315522 530411 725151 3882736 39140 38457 13839500 5431318 8864717 8408182 6957304 7675724 5770491 5416503 22672325 25952013 275129 279976 550 0 783731 730446 12121 9756 1071531 1020178 X 12596506 13223177 1428225 4369036 7576063 7339622 21600794 24931835 22672325 25952013 3899466 -568425 0 X 0 1 X 1 1 1 X 6445181 3648995 3580952 3716451 8071083 25462662 6445181 3648995 3580952 3716451 8071083 25462662 6183099 19279563 123363 144172 153450 150905 158678 730568 32872 28210 6137 65750 167899 300868 26494098 452415 0.72770 0.83200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4448987 120000 -139556 -605718 3823713 3992652 487541 549939 581145 4448987 2922608 755789 741314 427059 3992652 2675395 601492 334356 688635 2922608 2675832 104154 135054 239645 2675395 0.45000 0.54000 0.01000 0 0 378890 378890 11637328 4171871 7465457 1823282 1259447 563835 8408182 CASH SURRENDER VALUE OF LIFE INSURANCE 125535 INTEREST RECEIVABLE 3507 BENEFICIAL INTEREST IN TRUSTS 5287461 5416503 CHARITABLE GIFT ANNUITY 9756 9756 X 7864698 -568425 34200 -534225 8398923 57418 57418 8456341 4533658 34200 34200 4499458 57418 57418 4556876 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, 2015 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 2012. GALA 386606 224564 162042 34221 WINE DINNER 78024 63349 14675 14301 2 63900 42200 21700 23718 528530 330113 198417 72240 72240 126177 21900 5000 0 21900 5000 5000 16900 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 30 70859 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 Hules President & CEO 189800 0 34500 0 2727 0 2531 0 20241 0 249799 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 160908 mean stock price 0 1 0 Form 990, Part VI, Section A, line 2 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 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.