2011-11-10T13:13:25-06:00 2010-12-31 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR ROAD SUITE 302 MILWAUKEE WI 532263255 990 2010-01-01 390806292 BOYS & GIRLS CLUBS OF GREATER MILWAUKEE INC BOYS 4142678100 1558 NORTH 6TH STREET MILWAUKEE WI 53212 KENNETH E ROBERTSON 4142678100 2011-11-10 1 BRIAN J MECHENICH CPA 4142717800 2010 2016-02-24 21:20:13Z JAMES L CLARK 1558 NORTH 6TH STREET MILWAUKEE WI 53212 29452297 0 X WWW.BOYSGIRLSCLUBS.ORG X 1887 WI 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. 82 78 1267 177 33785 -5821 17837790 22771135 747066 732450 -5418109 1027551 612837 532076 13779584 25063212 33408 27592 0 0 14824359 16040371 27969 96409 1362891 6054518 6243303 20940254 22407675 -7160670 2655537 51292345 56613705 1541290 2631542 49751055 53982163 X 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. 0 0 18135343 27592 698665 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.2010 FACTS AND FIGURESTHE BOYS & GIRLS CLUBS OF GREATER MILWAUKEE HAS SERVED MILWAUKEE SINCE 1887, AND IS THE LARGEST NEIGHBORHOOD-BASED YOUTH-GUIDANCE ORGANIZATION IN THE CITY. PROGRAMS WERE PROVIDED AT 6 FULL-SERVICE CLUBS, 32 SCHOOL CLUBS, 1 EXTENSION SITE, AND 1 ONE YEAR 'ROUND CAMP. DURING 2010: - THE CLUBS HAD 35,466 REGISTERED MEMBERS - THE AVERAGE DAILY ATTENDANCE WAS 5,026 - 60% OF MEMBERS SERVED ARE BOYS AND 40% ARE GIRLS - 53% OF MEMBERS SERVED ARE BETWEEN 6-12 YEARS OLD, THE REST BETWEEN 13-18 - 50% OF OUR MEMBERS ARE FROM HOUSEHOLDS EARNING BELOW $15,000 - 63% OF OUR MEMBERS ARE FROM HOUSEHOLDS EARNING BELOW $25,000 - 58% OF OUR MEMBERS HAVE A ONE PARENT FAMILY STRUCTURE2010 PROGRAM ACCOMPLISHMENTS - 510 HIGH SCHOOL STUDENTS COMPLETED COLLEGE SUCCESS TRAINING - 76 STUDENTS RECEIVED COLLEGE SCHOLARSHIPS - 210 TEENS COMPLETED SUMMER INTERNSHIPS 18135343 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 137 0 1 1267 1 1 1 0 0 0 0 1 1 0 0 0 0 X 82 78 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X X X KENNETH ROBERTSON 4142678100 1558 NORTH 6TH STREET MILWAUKEE WI 53212 DAVID F RADTKE 10.00 X X 0 0 0 WILLIAM FITZHUGH FOX 10.00 X X 0 0 0 KRISTINE A RAPPE 10.00 X X 0 0 0 PAUL W JONES 10.00 X X 0 0 0 GORDON J WEBER 10.00 X X 0 0 0 RONALD L WALTER 10.00 X X 0 0 0 CHRISTOPHER S ABELE 10.00 X 0 0 0 BARRY K ALLEN 10.00 X 0 0 0 BEVAN K BAKER 10.00 X 0 0 0 JAMES T BARRY III CCIM 10.00 X 0 0 0 DAVID A BAUMGARTEN 10.00 X 0 0 0 DAVID L BECHTHOLD 10.00 X 0 0 0 THOMAS H BENTLEY III 10.00 X 0 0 0 WILLIAM R BERTHA 10.00 X 0 0 0 THOMAS M BOLGER 10.00 X 0 0 0 ELIZABETH BETSY BRENNER 10.00 X 0 0 0 TONY BUCCINA 10.00 X 0 0 0 KEITH R BURNS 10.00 X 0 0 0 HONORABLE G SPENCER COGGS 10.00 X 0 0 0 TINA M CHANG 10.00 X 0 0 0 JUDGE PEDRO COLON 10.00 X 0 0 0 CURT S CULVER 10.00 X 0 0 0 BARBARA B DAMM 10.00 X 0 0 0 BISHOP SEDGWICK DANIELS 10.00 X 0 0 0 RUSSELL M DARROW JR 10.00 X 0 0 0 ARTHUR H DAVIDSON 10.00 X 0 0 0 SUE ELA 10.00 X 0 0 0 EDWARD FLYNN 10.00 X 0 0 0 ALEXANDER P FRASER 10.00 X 0 0 0 JOHN GALANIS 10.00 X 0 0 0 THOMAS E GORIS JR 10.00 X 0 0 0 CHARLES B GROESCHELL 10.00 X 0 0 0 WILLIAM C HANSEN 10.00 X 0 0 0 THOMAS J HAUSKE JR 10.00 X 0 0 0 JACK HERBERT 10.00 X 0 0 0 KATHERINE HUST 10.00 X 0 0 0 CHARLES V JAMES 10.00 X 0 0 0 SARAH WRIGHT KIMBALL 10.00 X 0 0 0 STEVEN L LAUGHLIN 10.00 X 0 0 0 N THOMPSON LONG 10.00 X 0 0 0 KEITH MARDAK 10.00 X 0 0 0 MARC J MAROTTA 10.00 X 0 0 0 MAUREEN A MCGINNITY 10.00 X 0 0 0 DANIEL F JACK MCKEITHAN JR 10.00 X 0 0 0 ROBERT LANE MIKULAY 10.00 X 0 0 0 BRIAN MORELLO 10.00 X 0 0 0 MICHAEL L MORGAN 10.00 X 0 0 0 CORY L NETTLES 10.00 X 0 0 0 ALBERT O NICHOLAS CFA 10.00 X 0 0 0 KEITH D NOSBUSCH 10.00 X 0 0 0 WAYNE C OLDENBURG 10.00 X 0 0 0 THOMAS J O'NEILL 10.00 X 0 0 0 GUY A OSBORN 10.00 X 0 0 0 RICHARD R PIEPER SR 10.00 X 0 0 0 GARY POLINER 10.00 X 0 0 0 JAMES R POPP 10.00 X 0 0 0 AUSTIN M RAMIREZ 10.00 X 0 0 0 WILLIAM L RANDALL 10.00 X 0 0 0 TODD M REARDON 10.00 X 0 0 0 TIMOTHY RIGSBY 10.00 X 0 0 0 STEPHEN A ROELL 10.00 X 0 0 0 MARK SABLJAK 10.00 X 0 0 0 RICHARD R SCHLESINGER 10.00 X 0 0 0 ALLAN H SELIG 10.00 X 0 0 0 JOHN S SHIELY 10.00 X 0 0 0 GUY W SMITH 10.00 X 0 0 0 THOMAS L SPERO 10.00 X 0 0 0 MARY ELLEN STANEK 10.00 X 0 0 0 ALFONZO THURMAN 10.00 X 0 0 0 MARA SWAN 10.00 X 0 0 0 HARRIS TURER 10.00 X 0 0 0 DAVID C WESTGATE 10.00 X 0 0 0 ARTHUR W WIGCHERS 10.00 X 0 0 0 JAMES B WIGDALE 10.00 X 0 0 0 MADONNA WILLIAMS 10.00 X 0 0 0 EARNESTINE WILLIS MD 10.00 X 0 0 0 BETH R WNUK 10.00 X 0 0 0 JAMES L ZIEMER 10.00 X 0 0 0 SCOTT A WROBBEL 10.00 X 0 0 0 ANNE ZIZZO 10.00 X 0 0 0 DIANE ZORE 10.00 X 0 0 0 JAMES CLARK 50.00 X X 226569 0 218831 KENNETH ROBERTSON 50.00 X 129485 0 15760 SAMUEL WILLIAMS 50.00 X 118355 0 15407 CHRISTINE GROTA MERKEL 50.00 X 146986 0 108 PEGGY LARSON 50.00 X 147454 0 14485 768849 0 264591 5 1 1 0 0 1259563 307994 8485519 12718059 2321407 22771135 SERVICE REVENUE 900099 709017 675232 33785 MEMBERSHIP DUES 900099 14339 14339 CAMP FEES 900099 9094 9094 732450 416545 416545 606932 606932 606932 606932 4839867 68218 4242388 54691 597479 13527 611006 611006 17150 307994 92006 -74856 -74856 25063212 698665 33785 1559627 27592 27592 590645 590645 12521219 10671357 1055445 794417 545754 434465 68055 43234 979869 733811 172597 73461 1402884 1233047 94389 75448 17706 17706 107282 107282 96409 96409 882704 745330 137374 3984 1930 1729 325 602226 282928 155945 163353 69598 41434 16293 11871 937030 822899 112760 1371 346011 329795 9562 6654 163697 111351 35503 16843 24800 391 24409 84532 57864 19282 7386 701058 506597 193154 1307 113901 36800 69627 7474 SCHOLARSHIPS AND CLIENT 637212 636562 650 ACTIVITY SUPPLIES 541325 523655 6606 11064 FOOD, BEV, & KITCHEN 509633 495014 12438 2181 UNIFORMS & APPAREL 111340 111254 86 SPORTS & GYM EQUIPMENT 38016 37997 19 351248 293270 7885 50093 22407675 18135343 2909441 1362891 124498 100796 5727818 7731261 16482587 17826456 553556 495166 40330 52247 19668059 12021951 7243765 7646108 19732476 21328134 1387315 1433537 51292345 56613705 1048239 1371116 239894 853577 253157 406849 1541290 2631542 X 17051767 17639537 29523255 33166593 3176033 3176033 49751055 53982163 51292345 56613705 X 2655537 1575571 X X 0 1 1 X 1 1 X 11331846 27792807 21817223 17837790 22463141 101242807 1171315 1171315 1171340 3513970 11331846 27792807 22988538 19009105 23634481 104756777 104756777 530051 386956 567629 405724 416545 2306905 107063682 5116168 0.97850 0.97600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19732476 304795 2550062 1156548 102651 21328134 17855238 311994 3462388 1789497 107647 19732476 28367749 275500 -9296605 1283349 208057 17855238 0.56000 0.14000 0.30000 1 0 1987209 1987209 11306794 7290287 4016507 2620799 2465772 155027 2763284 2204118 559166 989973 61774 928199 7646108 DEFERRED COMPENSATION 406849 406849 25063212 22407675 2655537 1536038 39533 1575571 4231108 27810123 1536038 1171340 39533 2746911 25063212 0 25063212 23579015 1171340 1171340 22407675 0 22407675 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 IN TRUST ROUNDING DECREASE IN INTEREST IN FUNDS HELD 39,533. PART XII, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN INTEREST IN FUNDS HELD IN TRUST 39,533. MVP DINNER 236615 219465 17150 23328 12051 WRAP PARTY 42700 42700 352 200 30103 3 45829 45829 2663 300 23009 325144 307994 17150 2663 23980 200 65163 92006 -74856 1 BOYS AND GIRLS CLUB OF KENOSHA PO BOX 1761 KENOSHA WI 531411761 391732935 27592 FMV CIRCLE OF HOPE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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 SUMITTING 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. X X X X X 0 0 0 1 0 0 0 0 0 JAMES CLARK 226569 0 0 0 0 0 153692 0 65139 0 445400 0 386586 0 PEGGY LARSON 130450 0 17004 0 0 0 0 0 14485 0 161939 0 162619 0 KRISTINE RAPPE MEMBER OF BOARD OF TRUSTEES 260580 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 191883 CHARLES JAMES IS AN OWNER OF FITZGERALD, CLAYTON, JAMES & KASTEN, WHICH PROVIDES INSURANCE SERVICES FOR THE BOYS AND GIRLS CLUBS. 0 STEPHEN ROELL MEMBER OF BOARD OF TRUSTEES 220197 STEPHEN ROELL IS EMPLOYED BY JOHNSON CONTROLS, WHICH PROVIDES THERMOSTATS FOR THE BOYS AND GIRLS CLUB. 0 DAVID RADTKE MEMBER OF BOARD OF TRUSTEES 118788 DAVID RADTKE IS EMPLOYED BY RBC WEALTH MANAGEMENT, WHICH IS THE INVESTMENT COMPANY FOR THE BOYS AND GIRLS CLUB. 0 X 13 2075874 SALES PRICE X MARKETING 3 37800 FMV X CELL PHONES 1 51595 FMV X DEVELOPMENT 5 96235 FMV X SUPPLIES 3 59903 FMV 0 1 1 THIRD PARTY USE: PART I, LINE 32B: WE USE ROBERT W. BAIRD & CO. TO SELL DONATED SECURITIES. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,536,038. INCREASE IN INTEREST IN FUNDS HELD IN TRUST ROUNDING DECREASE IN INTEREST IN FUNDS HELD 39,533. TOTAL TO FORM 990, PART XI, LINE 5: 1,575,571. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.