2013-11-14T14:32:48-06:00 2012-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2012-01-01 362167939 UNION LEAGUE BOYS AND GIRLS CLUBS UNIO 3124355940 65 W JACKSON BLVD CHICAGO IL 60604 MARY ANN MAHON-HUELS 3124355940 2013-11-14 1 LU ANN TRAPP P01506476 3122071040 2013-11-14 2012 2016-02-24 21:20:13Z MARY ANN MAHON-HUELS 65 W JACKSON BLVD CHICAGO IL 60604 5016307 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. 68 68 179 798 0 0 6390981 3637994 28493 11001 120363 45020 111890 111924 6651727 3805939 61513 62836 0 0 2069607 2073038 61250 12000 319786 1439890 1471611 3632260 3619485 3019467 186454 14153211 15908199 401952 1406714 13751259 14501485 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 2969849 62836 11001 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. 2969849 1 1 0 0 0 0 0 0 0 1 1 0 0 0 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 8 1 1 179 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 MICHAEL L SULLIVAN 10.00 X X 0 0 0 TERRY R HENDRICKSON 5.00 X X 0 0 0 NANCY A ROSS 5.00 X X 0 0 0 CRAIG A LABUS 5.00 X X 0 0 0 TIMOTHY J CUNNINGHAM 5.00 X X 0 0 0 JOHN F LEMKER 5.00 X X 0 0 0 CYNTHIA L DOLOUGHTY 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 RONALD P BERNARDI 2.00 X 0 0 0 CHRIS BOHUS 2.00 X 0 0 0 THOMAS C BORDERS 2.00 X 0 0 0 CHARLES BRUMMELL 2.00 X 0 0 0 MICHAEL M CHIOROS 2.00 X 0 0 0 F MICHAEL COVEY III 2.00 X 0 0 0 THOMAS G DICIANNI 2.00 X 0 0 0 RICHARD D DOERMER 2.00 X 0 0 0 JOHN L DONNELLY 2.00 X 0 0 0 THOMAS E ERFFMEYER 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 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 CHARLES JAHN 2.00 X 0 0 0 LOREN D JAHN 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 GREGORY G LAKA 2.00 X 0 0 0 COSMIN LUCACI 2.00 X 0 0 0 ANDREW MACRAE 2.00 X 0 0 0 JERRY MANNE 2.00 X 0 0 0 KATHLEEN MANNING 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 AMY O'BRIEN 2.00 X 0 0 0 JEFFREY L OLIN 2.00 X 0 0 0 LOREN OSGOOD 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 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 TIENKEN 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 NICOLE L WASHINGTON 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 208911 0 23001 PAUL SANTORE 40.00 X 103126 0 8376 312037 0 31377 2 0 1 0 TANDEM INC 1725 N BURLINGTON ST CHICAGO IL 60614 CONSTRUCTION MANAGEMENT 380897 1 201114 896181 2540699 235684 3637994 CAMP AND MEMBERSHIP FEES 900099 11001 11001 11001 132622 132622 11550 0 11550 11550 11550 1024330 34993 1025576 121349 -1246 -86356 -87602 -87602 118977 201114 58443 60534 60534 16630 5000 11630 11630 OTHER INCOME 900099 28210 28210 28210 3805939 11001 0 156944 62836 62836 231911 115956 46382 69573 1520616 1311363 126176 83077 8274 5653 1824 797 141112 106284 19978 14850 171125 150251 8046 12828 1350 1350 36965 36965 12000 12000 48527 39141 9386 73968 48854 6648 18466 1768 1268 500 114197 73234 19454 21509 19269 2906 7169 9194 209990 209433 116 441 90350 69750 9873 10727 47638 24004 16985 6649 449384 446349 3035 77636 69728 7908 PROGRAM SUPPLIES 211674 204739 2367 4568 MEMBERSHIP DUES 34121 30755 826 2540 PRINTING AND PUBLICATIO 30918 6467 1193 23258 23856 -10472 5019 29309 3619485 2969849 329850 319786 685198 346030 454822 672749 2049734 724975 11253 28789 14416045 5480811 5961937 8935234 4853632 5005232 136635 195190 14153211 15908199 376451 373441 750 0 6425 1016877 18326 16396 401952 1406714 X 9096315 11132857 2997981 1588056 1656963 1780572 13751259 14501485 14153211 15908199 186454 563772 0 X 0 1 X 1 1 1 X 2273553 2691862 3065393 6445181 3648995 18124984 2273553 2691862 3065393 6445181 3648995 18124984 2344169 15780815 155987 108527 115111 123363 144172 647160 2400 32026 20844 32872 28210 116352 18888496 758794 0.83550 0.71940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2675395 601492 334356 688635 2922608 2675832 104154 135054 239645 2675395 1998898 645568 295783 264417 2675832 1603099 21474 472057 76258 1998898 2428548 38686 29652 893787 1603099 0.38900 0.60700 0.00400 0 0 353560 353560 10775846 4126339 6649507 3286639 1354472 1932167 8935234 CHARITABLE GIFT ANNUITY 16396 16396 X 4355384 563772 34200 597972 3757412 48527 48527 3805939 3605158 34200 34200 3570958 48527 48527 3619485 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, 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, 2012 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 2009. GALA 211640 135083 76557 35811 WINE DINNER 79624 52374 27250 11032 2 28827 13657 15170 11600 320091 201114 118977 58443 58443 60534 16630 5000 1 1.00000 16630 5000 5000 11630 IL 1 0 0 0 1.00000 PAUL SANTORE DIRECTOR OF ACCOUNTIN 65 W JACKSON BLVD CHICAGO IL 60604 0 0 1 ACADEMIC SCHOLARSHIPS 17 62836 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 175933 0 30000 0 2978 0 3089 0 19912 0 231912 0 0 0 X 8 165684 MEAN STOCK PRICE X 1 70000 SELLING PRICE 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.