BOYS AND GIRLS CLUB OF GREATER MILWAUKEE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BOYS AND GIRLS CLUB OF GREATER MILWAUKEE INC (EIN 39-0806292)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201212279349300516
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T08:01:38-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390747409 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REILLY PENNER & BENTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 NORTH MAYFAIR ROAD SUITE 302 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532263255 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806292 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYS & GIRLS CLUBS OF GREATER MILWAUKEE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOYS | NameControl |
| Phone | 4142678100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1558 NORTH 6TH STREET | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53212 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH E ROBERTSON | Name |
| Title | CFO | Title |
| Phone | 4142678100 | Phone |
| Date Signed | 2012-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN J MECHENICH CPA | Name |
| PTIN | P00240470 | PTIN |
| Phone | 4142717800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | VINCENT LYLES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1558 NORTH 6TH STREET | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26695222 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BOYSGIRLSCLUBS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1887 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | OUR MISSION IS TO INSPIRE AND EMPOWER ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REALIZE THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 82 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 79 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1157 | TotalNbrEmployees |
| Total Nbr Volunteers | 414 | TotalNbrVolunteers |
| Total Gross UBI | 5648 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -5788 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 22771135 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19079524 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 732450 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 674370 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1027551 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1626610 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 532076 | OtherRevenuePriorYear |
| Other Revenue Current Year | 421508 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25063212 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21802012 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 27592 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 42470 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16040371 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15783160 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 96409 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 63438 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1372808 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6243303 | OtherExpensePriorYear |
| Other Expenses Current Year | 6508106 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22407675 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22397174 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2655537 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -595162 | RevenuesLessExpensesCY |
| Total Assets BOY | 56613705 | TotalAssetsBOY |
| Total Assets EOY | 54212279 | TotalAssetsEOY |
| Total Liabilities BOY | 2631542 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2545152 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 53982163 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 51667127 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OUR MISSION IS TO INSPIRE AND EMPOWER ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REALIZE THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18080589 | Expense |
| Grants | 42470 | Grants |
| Revenue | 1227680 | Revenue |
| Description | CORE PROGRAM AREAS - THE BOYS & GIRLS CLUBS OF GREATER MILWAUKEE MEETS ITS MISSION BY OFFERING OVER 200 PROGRAMS IN SIX CORE PROGRAM AREAS. THE SIX AREAS INCLUDE:1.HEALTH AND LIFE SKILLS - PROGRAMS THAT DEVELOP YOUNG PEOPLE'S CAPACITY TO ENGAGE IN POSITIVE BEHAVIORS THAT NURTURE THEIR OWN WELL-BEING, SET PERSONAL GOALS AND LIVE SUCCESSFULLY AS SELF-SUFFICIENT ADULTS.2.EDUCATION AND CAREER DEVELOPMENT - PROGRAMS THAT ENABLE YOUTH TO BECOME PROFICIENT IN BASIC EDUCATION AND DISCIPLINES, APPLY LEARNING TO EVERYDAY SITUATIONS AND EMBRACE TECHNOLOGY TO ACHIEVE SUCCESS IN A CAREER. 3.SPORTS, FITNESS AND RECREATION - PROGRAMS THAT DEVELOP FITNESS, POSITIVE USE OF LEISURE TIME, SKILLS FOR STRESS MANAGEMENT, APPRECIATION FOR THE ENVIRONMENT AND DEVELOPMENT OF SOCIAL SKILLS.4.CHARACTER AND LEADERSHIP DEVELOPMENT - PROGRAMS THAT EMPOWER YOUTH TO SUPPORT AND INFLUENCE THEIR CLUB AND COMMUNITY, SUSTAIN MEANINGFUL RELATIONSHIPS WITH OTHERS, DEVELOP A POSITIVE SELF-IMAGE, PARTICIPATE IN THE DEMOCRATIC PROCESS AND RESPECT THEIR OWN AND OTHER'S CULTURAL IDENTITIES.5.ARTS AND CULTURAL EDUCATION - PROGRAMS THAT ENABLE YOUTH TO DEVELOP THEIR CREATIVITY AND CULTURAL AWARENESS THROUGH KNOWLEDGE AND APPRECIATION OF THE VISUAL ARTS, CRAFTS, PERFORMING ARTS AND CREATIVE WRITING.6.OUTDOOR AND ENVIRONMENTAL EDUCATIONS - PROGRAMS THAT ENABLE YOUTH TO EXPLORE THEIR NATURAL ENVIRONMENT AND DEVELOP AN APPRECIATION FOR THE OUTDOORS IN A HANDS-ON LEARNING ENVIRONMENT.2011 FACTS AND FIGURES:THE BOYS & GIRLS CLUBS OF GREATER MILWAUKEE HAS SERVED THE FAMILIES OF MILWAUKEE SINCE 1887 AND IS THE LARGEST NEIGHBORHOOD SITE BASED YOUTH DEVELOPMENT ORGANIZATION IN THE CITY. DAILY PROGRAMMING IS OFFERED TO SCHOOL AGE YOUTH 4-18 DURING "OUT OF SCHOOL" HOURS INCLUDING SUMMER, AFTERSCHOOL, AND HOLIDAY BREAKS.DURING 2011, MORE THAN 35,000 YOUTH WERE REGISTERED AS MEMBERS OF THE CLUBS WITH MORE THAN 5,200 ATTENDING DAILY. BY PROVIDING OUTCOME DRIVEN PROGRAMMING, YOUTH ARE ACHIEVING ACADEMIC SUCCESS, HEALTHY LIFE STYLES, AND GOOD CHARACTER & CITIZENSHIP.THE DAILY PROGRAM IS DESIGNED TO MEET THE NEED OF ALL CHILDREN- ESPECIALLY THOSE WHO NEED US MOST. MEMBERS PARTICIPATE IN CUTTING EDGE PROGRAMMING IN: THE ARTS, EDUCATION & CAREER DEVELOPMENT, HEALTH & LIFE SKILLS, CHARACTER & LEADERSHIP DEVELOPMENT, AND SPORTS, FITNESS & RECREATION.WE FACILITATE IMPACTFUL PROGRAMMING BY MAINTAINING A 1:16 YOUTH TO ADULT RATIO. ADULTS ARE CREDENTIALED, CERTIFIED, AND RECEIVE ONGOING TRAINING WHICH IS CONSTANTLY ASSESSED THROUGH OUR "QUALITY RATING SYSTEM". AGE APPROPRIATE PROGRAMMING ALLOWS THE YOUNGEST MEMBERS TO ENJOY ACTIVITY STATIONS ESPECIALLY DESIGNED FOR THEIR DEVELOPMENT NEEDS. ADOLESCENT MEMBERS EXPERIENCE PROGRAMMATIC CHOICE THAT TEACHES DECISION MAKING, NETWORKING, AND PERSONAL ACCOUNTABILITY- INCLUDING A LEADERSHIP PROGRAM ESPECIALLY DESIGNED TO ALLOW YOUTH VOICE! LASTLY, OUR TEEN MEMBERS EXPERIENCE COLLEGE PREPARATION, JOB READINESS, AND HEALTHY RELATIONSHIP TRAINING. WHETHER IT IS EXPOSURE TO NEW ART FORMS SUCH LITERARY WORKS OF ART THROUGH THEATER, LEARNING TO SWIM AND BECOMING CERTIFIED AS A DEEP END SWIMMER, OR SIMPLY JOINING OUR NEARLY 200 TEENS EXPERIENCING THEIR FIRST JOB- THE CLUBS KEEPS ITS PROMISE TO THE FAMILIES AND YOUTH WE SERVE: GREAT FUTURES, START HERE AT THE BOYS & GIRLS CLUBS OF GREATER MILWAUKEE.DURING 2011: - THE CLUBS HAD 35,841 REGISTERED MEMBERS - THE AVERAGE DAILY ATTENDANCE WAS 5,078 - 57% OF MEMBERS SERVED ARE BOYS AND 43% ARE GIRLS - 57% OF MEMBERS SERVED ARE BETWEEN 6-12 YEARS OLD, THE REST BETWEEN 13-18 - 43% OF OUR MEMBERS ARE FROM HOUSEHOLDS EARNING BELOW $15,000 - 57% OF OUR MEMBERS ARE FROM HOUSEHOLDS EARNING BELOW $25,000 - 57% OF OUR MEMBERS HAVE A ONE PARENT FAMILY STRUCTURE2011 PROGRAM ACCOMPLISHMENTS: - 700 HIGH SCHOOL STUDENTS COMPLETED COLLEGE SUCCESS TRAINING - 76% OF PARTICIPANTS IN SPARK EARLY LITERACY INITIATIVE ARE READING PROFICIENTLY COMPARED WITH 39% BEFORE SPARK - A 95% IMPROVEMENT - 16,726 YOUTHS ATTENDED CAMP WHITCOMB/MASON'S OUTDOOR AND ENVIRONMENTAL PROGRAMS - 4,000 MEALS WERE SERVED DAILY DURING THE SCHOOL YEAR AND 5,200 MEALS WERE SERVED DAILY DURING THE SUMMER FROM THE BOYS & GIRLS CLUB'S EVENING MEAL INITIATIVE. ALTOGETHER, MORE THAN 1 MILLION MEALS WERE SERVED IN 2011 AT 37 CLUBS | Description |
| Total Program Service Expense | 18080589 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 177 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1157 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 82 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 79 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH ROBERTSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4142678100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1558 NORTH 6TH STREET | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53212 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (87 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| CHRISTOPHER S ABELE | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| BARRY K ALLEN | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| BEVAN K BAKER | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| JAMES T BARRY III CCIM | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| DAVID A BAUMGARTEN | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| DAVID L BECHTHOLD | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| THOMAS H BENTLEY III | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| WILLIAM R BERTHA | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| THOMAS M BOLGER | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| ELIZABETH BETSY BRENNER | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| TONY BUCCINA | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| KEITH R BURNS | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| TONIT CALAWAY | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| TINA M CHANG | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| HONORABLE G SPENCER COGGS | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| JUDGE PEDRO COLON | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| CURT S CULVER | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| BARBARA B DAMM | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| BISHOP SEDGWICK DANIELS | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| RUSSELL M DARROW JR | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| SUE ELA | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| EDWARD FLYNN | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| WILLIAM FITZHUGH FOX | |||||||
| VICE CHAIR | 10.00 | X | 0 | 0 | 0 | X | |
| ALEXANDER P FRASER | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| JOHN GALANIS | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| THOMAS E GORIS JR | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| CHARLES B GROESCHELL | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| WILLIAM C HANSEN | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| THOMAS J HAUSKE JR | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| JACK HERBERT | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| RENEE HERZING | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| KATHERINE HUST | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| CHARLES V JAMES | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| PAUL W JONES | |||||||
| VICE CHAIR | 10.00 | X | 0 | 0 | 0 | X | |
| SARAH WRIGHT KIMBALL | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| STEVEN L LAUGHLIN | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| N THOMPSON LONG | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| KEITH MARDAK | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| MARC J MAROTTA | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| MAUREEN A MCGINNITY | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| DANIEL F JACK MCKEITHAN JR | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| ROBERT LANE MIKULAY | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| BRIAN MORELLO | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| MICHAEL L MORGAN | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| CORY L NETTLES | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| ALBERT O NICHOLAS CFA | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| KEITH D NOSBUSCH | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| WAYNE C OLDENBURG | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| THOMAS J O'NEILL | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| GUY A OSBORN | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| RICHARD R PIEPER SR | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| GARY POLINER | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| JAMES R POPP | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| AUSTIN M RAMIREZ | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| DAVID F RADTKE | |||||||
| CHAIR | 10.00 | X | 0 | 0 | 0 | X | |
| WILLIAM L RANDALL | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | X | |
| KRISTINE A RAPPE | |||||||
| VICE CHAIR | 10.00 | X | 0 | 0 | 0 | X | |
| TODD M REARDON | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| TIMOTHY RIGSBY | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| STEPHEN A ROELL | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| MARK SABLJAK | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| RICHARD R SCHLESINGER | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| ALLAN H SELIG | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| JOHN S SHIELY | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| GUY W SMITH | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| THOMAS L SPERO | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| JOHN W SPLUDE | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| MARY ELLEN STANEK | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| MARA SWAN | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| ALFONZO THURMAN | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| HARRIS TURER | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| RONALD L WALTER | |||||||
| SECRETARY | 10.00 | X | 0 | 0 | 0 | X | |
| GORDON J WEBER | |||||||
| TREASURER | 10.00 | X | 0 | 0 | 0 | X | |
| DAVID C WESTGATE | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| ARTHUR W WIGCHERS | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| JAMES B WIGDALE | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| MADONNA WILLIAMS | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| SCOTT A WROBBEL | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| JAMES L ZIEMER | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| ANNE ZIZZO | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| DIANE ZORE | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| JAMES L CLARK | |||||||
| PRESIDENT / CEO | 50.00 | X | 237314 | 0 | 119717 | X | |
| KENNETH ROBERTSON | |||||||
| VP FINANCE / CFO | 50.00 | 140689 | 0 | 9503 | X | ||
| DENISHA N TATE | |||||||
| VP OPERATIONS | 50.00 | 119513 | 0 | 11777 | X | ||
| SAMUEL WILLIAMS | |||||||
| SR VP COMMUNITY RELATIONS | 50.00 | 119794 | 0 | 17655 | X | ||
| DAVID KNUTSON | |||||||
| VP GOVERNMENT AFFAIRS | 50.00 | 110460 | 0 | 33816 | X | ||
| ERIC P TILLICH | |||||||
| VP OF DEVELOPMENT | 50.00 | 105435 | 0 | 7839 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 833205 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 200307 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 1322155 | FederatedCampaigns |
| Fundraising Events | 514778 | FundraisingEvents |
| Government Grants | 7721349 | GovernmentGrants |
| All Other Contributions | 9521242 | AllOtherContributions |
| Noncash Contributions | 757827 | NoncashContributions |
| Total Contributions | 19079524 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| SERVICE REVENUE | 900099 | 655378 | 649730 | 5648 |
| MEMBERSHIP DUES | 900099 | 12882 | 12882 | |
| CAMP FEES | 900099 | 6110 | 6110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 674370 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 380571 | TotalRevenueColumn |
| Exclusion | $380,571 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 558958 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 558958 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 558958 | TotalRevenueColumn |
| Related Or Exempt Function Income | 558958 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5992890 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4746851 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1246039 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1246039 | TotalRevenueColumn |
| Exclusion | $1,246,039 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 8609 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 514778 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 146359 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -137750 | TotalRevenueColumn |
| Exclusion | -$137,750 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 300 | TotalRevenueColumn |
| Exclusion | $300 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 300 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21802012 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1227680 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5648 | UnrelatedBusinessRevenue |
| Exclusion | $1,489,160 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42470 | Total |
| Program Services | 42470 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507223 | Total |
| Management And General | 507223 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12164526 | Total |
| Program Services | 10360904 | ProgramServices |
| Management And General | 1046914 | ManagementAndGeneral |
| Fundraising | 756708 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 576547 | Total |
| Program Services | 467899 | ProgramServices |
| Management And General | 79750 | ManagementAndGeneral |
| Fundraising | 28898 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1120953 | Total |
| Program Services | 851426 | ProgramServices |
| Management And General | 181549 | ManagementAndGeneral |
| Fundraising | 87978 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1413911 | Total |
| Program Services | 1203712 | ProgramServices |
| Management And General | 131979 | ManagementAndGeneral |
| Fundraising | 78220 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30565 | Total |
| Management And General | 30565 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106794 | Total |
| Management And General | 106794 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63438 | Total |
| Fundraising | 63438 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1228883 | Total |
| Program Services | 930757 | ProgramServices |
| Management And General | 222615 | ManagementAndGeneral |
| Fundraising | 75511 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4489 | Total |
| Program Services | 3199 | ProgramServices |
| Management And General | 1290 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570838 | Total |
| Program Services | 257965 | ProgramServices |
| Management And General | 161998 | ManagementAndGeneral |
| Fundraising | 150875 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62062 | Total |
| Program Services | 35962 | ProgramServices |
| Management And General | 18305 | ManagementAndGeneral |
| Fundraising | 7795 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 975375 | Total |
| Program Services | 859639 | ProgramServices |
| Management And General | 114973 | ManagementAndGeneral |
| Fundraising | 763 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264060 | Total |
| Program Services | 250634 | ProgramServices |
| Management And General | 8195 | ManagementAndGeneral |
| Fundraising | 5231 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197754 | Total |
| Program Services | 141997 | ProgramServices |
| Management And General | 31776 | ManagementAndGeneral |
| Fundraising | 23981 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22019 | Total |
| Program Services | 669 | ProgramServices |
| Management And General | 21350 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79005 | Total |
| Program Services | 58469 | ProgramServices |
| Management And General | 13700 | ManagementAndGeneral |
| Fundraising | 6836 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 690589 | Total |
| Program Services | 503252 | ProgramServices |
| Management And General | 186030 | ManagementAndGeneral |
| Fundraising | 1307 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95285 | Total |
| Program Services | 35875 | ProgramServices |
| Management And General | 59164 | ManagementAndGeneral |
| Fundraising | 246 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SCHOLARSHIPS AND CLIENT | 713267 | 713267 | ||
| ACTIVITY SUPPLIES | 480793 | 480693 | 56 | 44 |
| FOOD, BEV, & KITCHEN | 422020 | 405750 | 13286 | 2984 |
| UNIFORMS & APPAREL | 94941 | 94315 | 243 | 383 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 469367 | Total |
| Program Services | 381735 | ProgramServices |
| Management And General | 6022 | ManagementAndGeneral |
| Fundraising | 81610 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22397174 | Total |
| Program Services | 18080589 | ProgramServices |
| Management And General | 2943777 | ManagementAndGeneral |
| Fundraising | 1372808 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100796 | BOY |
| EOY | 94131 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7731261 | BOY |
| EOY | 8608080 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17826456 | BOY |
| EOY | 14673592 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 495166 | BOY |
| EOY | 1174531 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52247 | BOY |
| EOY | 54179 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20148423 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12712541 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7646108 | BOY |
| EOY | 7435882 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21328134 | BOY |
| EOY | 20683279 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1433537 | BOY |
| EOY | 1488605 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56613705 | BOY |
| EOY | 54212279 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1371116 | BOY |
| EOY | 1444229 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 853577 | BOY |
| EOY | 643688 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 406849 | BOY |
| EOY | 457235 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2631542 | BOY |
| EOY | 2545152 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17639537 | BOY |
| EOY | 17199394 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33166593 | BOY |
| EOY | 31291700 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3176033 | BOY |
| EOY | 3176033 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53982163 | BOY |
| EOY | 51667127 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56613705 | BOY |
| EOY | 54212279 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -595162 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1719874 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27792807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21817223 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17837790 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22463141 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18564746 | CurrentTaxYear |
| Total | 108475707 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1171315 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1171315 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1171340 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1171340 | CurrentTaxYear |
| Total | 4685310 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27792807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22988538 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19009105 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23634481 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19736086 | CurrentTaxYear |
| Total | 113161017 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 113161017 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 386956 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 567629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 405724 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 416545 | CurrentTaxYearMinus1Year |
| Current Tax Year | 380571 | CurrentTaxYear |
| Total | 2157425 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 115318442 | TotalSupport |
| Gross Receipts From Admissions Etc | 4151554 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.98130 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97850 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21328134 | BeginningOfYearBalance |
| Contributions | 613033 | Contributions |
| Investment Earnings Or Losses | -148444 | InvestmentEarningsOrLosses |
| Other Expenditures | 994758 | OtherExpenditures |
| Administrative Expenses | 114686 | AdministrativeExpenses |
| End Of Year Balance | 20683279 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19732476 | BeginningOfYearBalance |
| Contributions | 304795 | Contributions |
| Investment Earnings Or Losses | 2550062 | InvestmentEarningsOrLosses |
| Other Expenditures | 1156548 | OtherExpenditures |
| Administrative Expenses | 102651 | AdministrativeExpenses |
| End Of Year Balance | 21328134 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17855238 | BeginningOfYearBalance |
| Contributions | 311994 | Contributions |
| Investment Earnings Or Losses | 3462388 | InvestmentEarningsOrLosses |
| Other Expenditures | 1789497 | OtherExpenditures |
| Administrative Expenses | 107647 | AdministrativeExpenses |
| End Of Year Balance | 19732476 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28367749 | BeginningOfYearBalance |
| Contributions | 275500 | Contributions |
| Investment Earnings Or Losses | -9296605 | InvestmentEarningsOrLosses |
| Other Expenditures | 1283349 | OtherExpenditures |
| Administrative Expenses | 208057 | AdministrativeExpenses |
| End Of Year Balance | 17855238 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.56690 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.14430 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.28880 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1992981 | OtherCostOrOtherBasis |
| Book Value | 1992981 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12205680 | OtherCostOrOtherBasis |
| Depreciation | 7670731 | Depreciation |
| Book Value | 4534949 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2620799 | OtherCostOrOtherBasis |
| Depreciation | 2541309 | Depreciation |
| Book Value | 79490 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2835451 | OtherCostOrOtherBasis |
| Depreciation | 2381532 | Depreciation |
| Book Value | 453919 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 493512 | OtherCostOrOtherBasis |
| Depreciation | 118969 | Depreciation |
| Book Value | 374543 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7435882 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION | Description |
| Amount | $457,235 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 457235 | TotalOfAmounts |
| Total Revenue | 21802012 | TotalRevenue |
| Total Expenses | 22397174 | TotalExpenses |
| Excess Or Deficit For Year | -595162 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1778522 | NetUnrealizedGLOnInvestments |
| Other | $58,648 | OtherAmount |
| Total Adjustments | -1719874 | TotalAdjustments |
| Excess Or Deficit Per FS | -2315036 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21253478 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1778522 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1171340 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 58648 | OtherRevenues |
| Revenue Not Rptd F990 | -548534 | RevenueNotRptdF990 |
| Revenue Subtotal | 21802012 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21802012 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23568514 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1171340 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 1171340 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22397174 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22397174 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO CONTINUE OUR MISSION IN FUTURE YEARS |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | BGCGM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. EFFECTIVE JANUARY 1, 2009 BGCGM HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THIS STANDARD DESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURE REQUIRED. MANAGEMENT OF THE ORGANIZATION EVALUATES THE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND CONSULTS WITH OUTSIDE COUNSEL AS DEEMED NECESSARY. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | INCREASE IN INTEREST IN FUNDS HELD 58,648. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INCREASE IN INTEREST IN FUNDS HELD IN TRUST 58,648. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MVP DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 306321 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 306321 | CharitableContributionsEvent1 |
| Rent Facility Costs Event1 | 3135 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 29837 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 150 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 9603 | OtherDirectExpensesEvent1 |
| Name Of Event2 | JAMES CLARK FARWELL | NameOfEvent2 |
| Gross Receipts Event2 | 97656 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 97656 | CharitableContributionsEvent2 |
| Non Cash Prizes Event2 | 274 | NonCashPrizesEvent2 |
| Food And Beverage Event2 | 24998 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 18527 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 6 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 119410 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 110801 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 8609 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 11285 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 990 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 15366 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 32194 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 523387 | GrossReceiptsTotal |
| Charitable Contributions Total | 514778 | CharitableContributionsTotal |
| Gross Revenue Total Events | 8609 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 11559 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 4125 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 70201 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 150 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 60324 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 146359 | DirectExpenseSummaryEvents |
| Net Income Summary | -137750 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRTPBIG STEP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3841 W WISCONSIN AVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 391838210 | EINOfRecipient |
| Amount Of Cash Grant | 42470 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Purpose Of Grant | TO SUPPORT THE MISSION OF WRTP/BIG STEP | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: AN INITIAL GRANT BUDGET IS PREPARED AND MODIFIED UNTIL ACCEPTED BY THE GRANTOR. EXPENSES INCURRED MUST QUALIFY UNDER THE GRANT RESTRICTIONS OUTLINED IN THE BUDGET AND GRANT CONTRACT IF APPLICABLE. TO ENSURE COMPLIANCE, DIRECTOR APPROVAL IS REQUIRED PRIOR TO SUBMITTING EXPENSES TO ACCOUNTS PAYABLE. ADDITIONALLY A GRANT ACCOUNTANT REVIEWS ALL CHARGES BEFORE THESE ARE RECORDED TO A GRANT ACCOUNT IN THE GENERAL LEDGER. A REPORT IS THEN PREPARED IN THE ACCOUNTING DEPARTMENT BASED ON THE EXPENSES RECORDED IN THE GENERAL LEDGER ACCORDING TO THE GRANTORS SPECIFICATIONS. GRANT SPECIFIC APPROVALS/SIGNATURES ARE OBTAINED AND THEN THE REPORT IS SUBMITTED TO THE GRANTOR FOR REIMBURSEMENT. ONLY GRANTOR APPROVED EXPENSES ARE REIMBURSED TO THE CLUBS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES L CLARK | |||||||||||||
| 226794 | 0 | 10520 | 0 | 0 | 0 | 66534 | 0 | 53183 | 0 | 357031 | 0 | 153692 | 0 |
| KENNETH ROBERTSON | |||||||||||||
| 135182 | 0 | 5507 | 0 | 0 | 0 | 9158 | 0 | 345 | 0 | 150192 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 5 | ReturnReference |
| Explanation | THE VP DEVELOPMENT RECEIVES A BONUS BASED UPON CAMPAIGN RESULTS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| KRISTINE RAPPE | |||
| MEMBER OF BOARD OF TRUSTEES | 261042 | KRISTINE RAPPE IS A SENIOR VICE PRESIDENT FOR WE ENERGIES, WHICH IS THE SUPPLIER OF GAS AND ELECTRICITY FOR THE BOYS AND GIRLS CLUBS. | 0 |
| CHARLES JAMES | |||
| MEMBER OF BOARD OF TRUSTEES | 115655 | CHARLES JAMES IS AN OWNER OF FITZGERALD, CLAYTON, JAMES & KASTEN, WHICH PROVIDES INSURANCE SERVICES FOR THE BOYS AND GIRLS CLUBS. | 0 |
| DAVID RADTKE | |||
| MEMBER OF BOARD OF TRUSTEES | 125785 | DAVID RADTKE IS EMPLOYED BY RBC WEALTH MANAGEMENT, WHICH IS THE INVESTMENT COMPANY FOR THE BOYS AND GIRLS CLUB. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 562033 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | MARKETING | 1 | 80404 | FMV |
| X | CELL PHONES | 1 | 51595 | FMV |
| X | DEVELOPMENT | 3 | 37754 | FMV |
| X | SUPPLIES | 3 | 26041 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | WE USE ROBERT W. BAIRD & CO. TO SELL DONATED SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | REILLY, PENNER & BENTON, LLP USES OUR AUDITED FINANCIAL STATEMENTS AND ADDITIONAL INFORMATION PROVIDED BY BGCGM TO PREPARE THE 990. THE BGCBM ACCOUNTING DEPARTMENT REVIEWS THE 990 AND REMITS ANY NECESSARY CHANGES TO THE AUDITORS. AFTER THE DRAFT IS APPROVED BY THE BGCGM CEO AND CFO, THE DRAFT IS SENT TO THE CHAIRS OF THE FINANCE AND AUDIT COMMITTEES FOR FINAL APPROVAL. IN ADDITION, THE 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE PRIOR TO SUBMISSION TO THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION OBTAINS A CONFLICT OF INTEREST STATEMENT FROM ALL TRUSTEES WHICH DISCLOSES SUCH RELATIONSHIPS. ALL SUCH RELATIONSHIPS HAVE BEEN REVIEWED BY THE BOARD OF TRUSTEES AND MUST BE AT ARMS LENGTH. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ANY CHANGES TO THE CEO'S SALARY MUST BE APPROVED BY BOTH THE CHAIR OF THE BOARD AND THE PERSONNEL COMMITTEE. THE BOARD UTILIZES COMPARABLE DATA IN THE PROCESS OF DETERMINING AN APPROPRIATE SALARY. DISCUSSIONS PERTAINING TO DETERMINING COMPENSATION ARE RECORDED IN THE MINUTES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST OF THESE DOCUMENTS BGCGM WILL MAKE AVAILABLE WITH THE APPROVAL OF MANAGEMENT. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,778,522. INCREASE IN INTEREST IN FUNDS HELD 58,648. TOTAL TO FORM 990, PART XI, LINE 5: -1,719,874. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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