Civic Intelligence

Hug Fund

990 • Fiscal year 2015 • EIN 20-2272848

Jun 01, 2014 to May 31, 2015 • Filed on Feb 29, 2016

Organization ProfileWWW.HUGFUND.ORG
PO Box 10086Toledo, OH 43699-0086

(419) 254-7707

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.03x

Higher debt load relative to assets than 33% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

34th percentile

0.05x

Higher debt load relative to revenue than 34% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

60th percentile

6.1%

Higher net margin than 60% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

54th percentile

$70,620

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Flat

$1,860,255

Flat from 2015

Net Assets

Flat

$1,810,287

Flat from 2015

Liabilities

Flat

$49,968

Flat from 2015

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin60th percentile

Revenue

Flat

$1,079,458

Flat from 2015

Expenses

Flat

$1,013,311

Flat from 2015

Net Income

Flat

$66,147

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,201,778Liabilities 2011: $27,490Net Assets 2011: $1,174,2882011Assets 2012: $1,452,232Liabilities 2012: $52,621Net Assets 2012: $1,399,6112012Assets 2013: $1,644,717Liabilities 2013: $30,573Net Assets 2013: $1,614,1442013Assets 2014: $1,869,741Liabilities 2014: $49,441Net Assets 2014: $1,820,3002014Assets 2015: $1,860,255Liabilities 2015: $49,968Net Assets 2015: $1,810,2872015Assets 2015: $1,860,255Liabilities 2015: $49,968Net Assets 2015: $1,810,2872015Assets 2016: $1,531,054Liabilities 2016: $103,566Net Assets 2016: $1,427,4882016Assets 2017: $1,766,930Liabilities 2017: $77,197Net Assets 2017: $1,689,7332017Assets 2018: $1,410,443Liabilities 2018: $24,532Net Assets 2018: $1,385,9112018Assets 2019: $1,178,027Liabilities 2019: $43,461Net Assets 2019: $1,134,5662019Assets 2020: $1,092,649Liabilities 2020: $540,897Net Assets 2020: $551,7522020Assets 2021: $485,423Liabilities 2021: $293Net Assets 2021: $485,1302021Assets 2022: $135,720Liabilities 2022: $2,189Net Assets 2022: $133,5312022Assets 2023: $169,407Liabilities 2023: $3,974Net Assets 2023: $165,4332023Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2015

Assets$1,860,255
Liabilities$49,968
Net Assets$1,810,287
Open 2015 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $1,121,254Expenses 2011: $764,148Net Income 2011: $357,1062011Revenue 2012: $1,064,466Expenses 2012: $863,254Net Income 2012: $201,2122012Revenue 2013: $994,798Expenses 2013: $850,954Net Income 2013: $143,8442013Revenue 2014: $963,563Expenses 2014: $837,331Net Income 2014: $126,2322014Revenue 2015: $1,079,458Expenses 2015: $1,013,311Net Income 2015: $66,1472015Revenue 2015: $1,079,458Expenses 2015: $1,013,311Net Income 2015: $66,1472015Revenue 2016: $694,966Expenses 2016: $1,012,696Net Income 2016: -$317,7302016Revenue 2017: $1,018,988Expenses 2017: $793,755Net Income 2017: $225,2332017Revenue 2018: $663,034Expenses 2018: $901,393Net Income 2018: -$238,3592018Revenue 2019: $381,326Expenses 2019: $606,546Net Income 2019: -$225,2202019Revenue 2020: $562,962Expenses 2020: $1,157,923Net Income 2020: -$594,9612020Revenue 2021: $233,156Expenses 2021: $299,778Net Income 2021: -$66,6222021Revenue 2022: $211Expenses 2022: $351,810Net Income 2022: -$351,5992022Revenue 2023: $34,041Expenses 2023: $2,139Net Income 2023: $31,9022023Revenue 2025: $1,838Expenses 2025: $170,912Net Income 2025: -$169,0742025

Highlighted filing

2015

Revenue$1,079,458
Expenses$1,013,311
Net Income$66,147
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Feb 29, 2016
Return Version
2014v6.0
Gross Receipts
$2,311,776
Mission and Program Overview

Mission

To provide financial assistance in the form of grants to hcr manorcare employees who suffer unexpected catastrophic events including severe economic hardship due to illness, death, accident, crime, natural disaster or other event beyond their control.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,644,926$1,686,150▲ $41,224
Pledges and Grants Receivable$102,683$111,398▲ $8,715
Cash and Non-Interest-Bearing Accounts$121,008$61,567▼ $59,441
Prepaid Expenses and Deferred Charges$1,124$1,140▲ $16
Total Assets$1,869,741$1,860,255▼ $9,486
Liabilities
Accounts Payable and Accrued Expenses$49,441$49,968▲ $527
Total Liabilities$49,441$49,968▲ $527
Net Assets / Fund Balance
Unrestricted Net Assets$1,820,300$1,810,287▼ $10,013
Total Net Assets Fund Balance$1,820,300$1,810,287▼ $10,013
Total Liabilities and Net Assets / Fund Balance$1,869,741$1,860,255▼ $9,486
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeOtherTotal
William WhitePresidentPT$70,620$70,620

Board Members and Trustees

NameTitle
Dan KightDirector
Rick RumpDirector
Maureen HinesSecretary
Timothy EichenauerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$942,558
Program Service Revenue
$0
Investment Income
$136,900
Other Revenue
$0
All Other Contributions
$942,558
Change in Net Assets
$66,147

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,079,458
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-90,062
Total Revenue per Audited Statements
$989,396
Total Revenue per Form 990
$1,079,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$575,851
Other Expenses$437,460
Total Fundraising Expense$54,995
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$575,851--$575,851
Fees for Services Other$90,020--$90,020
Fees for Services Management-$71,592-$71,592
Advertising--$44,045$44,045
Information Technology-$27,494-$27,494
Office Expenses-$15,513$9,111$24,624
Fees for Services Accounting-$20,720-$20,720
Fees for Service Investment Mgmnt Fees-$13,902-$13,902
Travel--$1,839$1,839
Conferences and Meetings-$1,175-$1,175
Other Expenses-$994-$994
All Other Expenses-$303-$303
Fees for Services Legal-$242-$242
Total Functional Expenses$665,871$292,445$54,995$1,013,311

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,013,311
Expenses per Audited Statements$999,409
Total Expenses per Audited Statements$999,409
Expenses Not Reported on Financial Statements$13,902
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The hug fund directors review a draft copy of form 990 (including schedules and attachments) as an adjunct to a regular board meeting. Only after all questions are answered to the satisfaction of all directors is the final form 990 authorized to be filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Each director on an annual basis is required to sign the conflict of interest policy and disclose any known conflicts. The hug fund staff take all possible measures to disguise the name and location of grant applicants from the board of directors when presented for review and voting purposes. Should any director believe that the applicant be known to them, that director discloses that presumption and is excused from voting on the grant.”

Form 990, Part VI, Section B, Line 15

“The hug fund president and staff labor are paid as an allocation of the wages earned in their positions with heartland employment services. The hug fund president determines the allocation based on percentage of time dedicated to the hug fund services.”

Form 990, Part VI, Section C, Line 19

“Upon request. The hug fund will provide copies of its governing documents, conflict of interest policy, or form 990 (which includes its financial statements).”

Filing and Contact Details

Filer

Filer Name
Hug Fund
EIN
20-2272848
Phone
4192547707
Address
PO BOX 10086, TOLEDO, OH 43699-0086

Signing Officer

Name
William T White
Title
President
Phone
4192547707
Signed
2016-02-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William T White
Formed
2005
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
18

Preparer

Firm
Cliftonlarsonallen Llp
Address
ONE SEAGATE SUITE 2650, TOLEDO, OH 43604-1558
Preparer
Roderick J Maclachlan
Phone
4192443711
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“INVESTMENT MANAGER FEES”

Part XI, Line 2D

“Investment manager expenses”

Raw XML AppendixShowing 400 of 428 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt049441
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt049968
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL ASSISTANCE IN THE FORM OF GRANTS TO HCR MANORCARE EMPLOYEES WHO SUFFER UNEXPECTED CATASTROPHIC EVENTS INCLUDING SEVERE ECONOMIC HARDSHIP DUE TO ILLNESS, DEATH, ACCIDENT, CRIME, NATURAL DISASTER OR OTHER EVENT BEYOND THEIR CONTROL.
IRS990/AdvertisingGrp/FundraisingAmt044045
IRS990/AdvertisingGrp/TotalAmt044045
IRS990/AllOtherContributionsAmt0942558
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0303
IRS990/AllOtherExpensesGrp/TotalAmt0303
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIMOTHY D EICHENAUER
IRS990/BooksInCareOfDetail/PhoneNum04192525584
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 N SUMMIT ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0TOLEDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043604
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0121008
IRS990/CashNonInterestBearingGrp/EOYAmt061567
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01175
IRS990/ConferencesMeetingsGrp/TotalAmt01175
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0942558
IRS990/CYGrantsAndSimilarPaidAmt0575851
IRS990/CYInvestmentIncomeAmt0136900
IRS990/CYOtherExpensesAmt0437460
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt066147
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01013311
IRS990/CYTotalFundraisingExpenseAmt054995
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01079458
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0INDIVIDUAL/FAMILY ASSISTANCE - FINANCIAL ASSISTANCE TO ELIGIBLE EMPLOYEES OF HCR MANORCARE FOR UNEXPECTED CATASTROPHIC EVENTS INCLUDING SEVERE ECONOMIC HARDSHIP DUE TO ILLNESS, DEATH, ACCIDENT, CRIME, NATURAL DISASTER, OR OTHER EVENT BEYOND THEIR CONTROL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0665871
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020720
IRS990/FeesForServicesAccountingGrp/TotalAmt020720
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0242
IRS990/FeesForServicesLegalGrp/TotalAmt0242
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt071592
IRS990/FeesForServicesManagementGrp/TotalAmt071592
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt090020
IRS990/FeesForServicesOtherGrp/TotalAmt090020
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt013902
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013902
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm1TIMOTHY EICHENAUER
IRS990/Form990PartVIISectionAGrp/PersonNm2MAUREEN HINES
IRS990/Form990PartVIISectionAGrp/PersonNm3RICK RUMP
IRS990/Form990PartVIISectionAGrp/PersonNm4DAN KIGHT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt070620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt091664
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0575851
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0575851
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0575851
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01323982
IRS990/GrossReceiptsAmt02311776
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt027494
IRS990/InformationTechnologyGrp/TotalAmt027494
IRS990/InvestmentIncomeGrp/ExclusionAmt045236
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt045236
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01644926
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01686150
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01232318
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCIAL ASSISTANCE IN THE FORM OF GRANTS TO HCR MANORCARE EMPLOYEES WHO SUFFER UNEXPECTED CATASTROPHIC EVENTS INCLUDING SEVERE ECONOMIC HARDSHIP DUE TO ILLNESS, DEATH, ACCIDENT, CRIME, NATURAL DISASTER OR OTHER EVENT BEYOND THEIR CONTROL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01820300
IRS990/NetAssetsOrFundBalancesEOYAmt01810287
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt091664
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt091664
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-76160
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt09111
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015513
IRS990/OfficeExpensesGrp/TotalAmt024624
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1LICENSES AND PERMITS
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3SERVICE CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0136766
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12457
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21287
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3994
IRS990/OtherExpensesGrp/TotalAmt0136766
IRS990/OtherExpensesGrp/TotalAmt12457
IRS990/OtherExpensesGrp/TotalAmt21287
IRS990/OtherExpensesGrp/TotalAmt3994
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0102683
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0111398
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01124
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01140
IRS990/PrincipalOfficerNm0WILLIAM T WHITE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0881331
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0450655
IRS990/PYInvestmentIncomeAmt082232
IRS990/PYOtherExpensesAmt0386676
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0126232
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0837331
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0963563
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt066147
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0942558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0881331
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0892143
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01034381
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01106733
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04857146
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt045236
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt036644
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt033711
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt030086
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0145677
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97090
IRS990ScheduleA/PublicSupportPY170Pct00.98000
IRS990ScheduleA/PublicSupportTotal170Amt04857146
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0942558
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0881331
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0892143
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01034381
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01106733
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04857146
IRS990ScheduleA/TotalSupportAmt05002823
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013902
IRS990ScheduleD/ExpensesSubtotalAmt0999409
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013902
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-76160
IRS990ScheduleD/OtherRevenueAmt0-13902
IRS990ScheduleD/RevenueNotReportedAmt0-90062
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01079458
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT MANAGER FEES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT MANAGER EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01013311
IRS990ScheduleD/TotalRevenuePerForm990Amt01079458
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0989396
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0999409
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0303011
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt187930
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt237860
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt358680
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt422105
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt514160
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt652105
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0BASIC NEED TO THOSE SUFFERING SERIOUS ILLNESS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1BASIC NEEDS DUE TO UNEXPECTED INJURY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2BASIC NEEDS TO VITIMS OF NATURAL DISASTER
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3FUNERAL & BASIC NEED DUE TO UNEXPECTED DEATH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4BASIC NEEDS FOR THOSE AFFECTED BY CRIME
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5ASSISTANCE DUE TO CATASTROPHIC CAR ACCIDENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6BASIC NEEDS TO VICTIMS OF OTHER CATASTROPHE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0138
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt142
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt220
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt333
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt414
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt59
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt626
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE HUG FUND GRANTS ARE APPROVED TO ASSIST WITH BASIC NEEDS SUCH AS FOOD, CLOTHING, SHELTER, HEATING BILLS, MORTGAGE PAYMENTS, PHONE BILLS, ETC TO QUALIFYING INDIVIDUALS EXPERIENCING UNEXPECTED CATASTROPHIC EVENTS BEYOND THEIR CONTROL. THE GRANT RECIPIENT IS RESPONSIBLE FOR RETURNING A GRANT RECEIPT FORM PROMISING USE OF THESE FUNDS AS STATED AND INTENDED. IF THIS FORM IS NOT RETURNED TO THE HUG FUND OFFICE, ANY FUTURE GRANT APPLICATIONS FROM THE PREVIOUS RECIPIENT IS DENIED. EVERY GRANT OVER $500 IS REVIEWED BY THE HUG FUND GRANT COMMITTEE AND APPROVED OR DECLINED IN QUORUM BASED ON QUALIFICATION GUIDELINES AND PRECEDENCE CONSIDERATION, EXCEPT IN THE RARE CASE WHERE SPECIFIC TYPES OF GRANTS OVER $500 ARE ABLE TO BE APPROVED BY THE GRANT OFFICER BASED ON PRECEDENCE AND GUIDELINES ESTABLISHED BY THE BOARD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE HUG FUND DIRECTORS REVIEW A DRAFT COPY OF FORM 990 (INCLUDING SCHEDULES AND ATTACHMENTS) AS AN ADJUNCT TO A REGULAR BOARD MEETING. ONLY AFTER ALL QUESTIONS ARE ANSWERED TO THE SATISFACTION OF ALL DIRECTORS IS THE FINAL FORM 990 AUTHORIZED TO BE FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR ON AN ANNUAL BASIS IS REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY KNOWN CONFLICTS. THE HUG FUND STAFF TAKE ALL POSSIBLE MEASURES TO DISGUISE THE NAME AND LOCATION OF GRANT APPLICANTS FROM THE BOARD OF DIRECTORS WHEN PRESENTED FOR REVIEW AND VOTING PURPOSES. SHOULD ANY DIRECTOR BELIEVE THAT THE APPLICANT BE KNOWN TO THEM, THAT DIRECTOR DISCLOSES THAT PRESUMPTION AND IS EXCUSED FROM VOTING ON THE GRANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE HUG FUND PRESIDENT AND STAFF LABOR ARE PAID AS AN ALLOCATION OF THE WAGES EARNED IN THEIR POSITIONS WITH HEARTLAND EMPLOYMENT SERVICES. THE HUG FUND PRESIDENT DETERMINES THE ALLOCATION BASED ON PERCENTAGE OF TIME DEDICATED TO THE HUG FUND SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST. THE HUG FUND WILL PROVIDE COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FORM 990 (WHICH INCLUDES ITS FINANCIAL STATEMENTS).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0341903270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0EMPLOYMENT SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0HEARTLAND EMPLOYMENT SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 10086
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0TOLEDO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0436990086
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0161612
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0INVOICE RECEIVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HEARTLAND EMPLOYMENT SERVICES LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/StatesWhereCopyOfReturnIsFldCd1AZ
IRS990/StatesWhereCopyOfReturnIsFldCd2CA
IRS990/StatesWhereCopyOfReturnIsFldCd3CO
IRS990/StatesWhereCopyOfReturnIsFldCd4GA
IRS990/StatesWhereCopyOfReturnIsFldCd5MD
IRS990/StatesWhereCopyOfReturnIsFldCd6MI
IRS990/StatesWhereCopyOfReturnIsFldCd7MN
IRS990/StatesWhereCopyOfReturnIsFldCd8NC
IRS990/StatesWhereCopyOfReturnIsFldCd9NJ
IRS990/StatesWhereCopyOfReturnIsFldCd10NM
IRS990/StatesWhereCopyOfReturnIsFldCd11PA
IRS990/StatesWhereCopyOfReturnIsFldCd12SC
IRS990/StatesWhereCopyOfReturnIsFldCd13UT
IRS990/StatesWhereCopyOfReturnIsFldCd14VA
IRS990/StatesWhereCopyOfReturnIsFldCd15WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01869741
IRS990/TotalAssetsEOYAmt01860255
IRS990/TotalAssetsGrp/BOYAmt01869741
IRS990/TotalAssetsGrp/EOYAmt01860255
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0942558
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt054995
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0292445
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0665871
IRS990/TotalFunctionalExpensesGrp/TotalAmt01013311
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt049441
IRS990/TotalLiabilitiesEOYAmt049968
IRS990/TotalLiabilitiesGrp/BOYAmt049441
IRS990/TotalLiabilitiesGrp/EOYAmt049968
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01820300
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01810287
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0665871
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0136900
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01079458
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt018
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01869741
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01860255
IRS990/TotReportableCompRltdOrgAmt070620
IRS990/TravelGrp/FundraisingAmt01839
IRS990/TravelGrp/TotalAmt01839
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01820300
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01810287
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 10086
IRS990/USAddress/CityNm0TOLEDO
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0436990086
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.HUGFUND.ORG

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,860,255
Liabilities
$49,968
Net assets
$1,810,287
Revenue
$1,079,458
Expenses
$1,013,311
Net income
$66,147
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.17$0.17
2023Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$0.03$0.00$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.13$0.00$0.35$0.35
2021Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$0.23$0.30$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.54$0.55$0.56$1.16$0.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.04$1.13$0.38$0.61$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.02$1.39$0.66$0.90$0.24
2017Summary only. Only limited summary data is available for this year.$1.77$0.08$1.69$1.02$0.79$0.23
2016Detailed filing. Detailed filing data is available for this year.$1.53$0.10$1.43$0.69$1.01$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.86$0.05$1.81$1.08$1.01$0.07
2015Summary only. Only limited summary data is available for this year.$1.86$0.05$1.81$1.08$1.01$0.07
2014Summary only. Only limited summary data is available for this year.$1.87$0.05$1.82$0.96$0.84$0.13
2013Summary only. Only limited summary data is available for this year.$1.64$0.03$1.61$0.99$0.85$0.14
2012Summary only. Only limited summary data is available for this year.$1.45$0.05$1.40$1.06$0.86$0.20
2011Summary only. Only limited summary data is available for this year.$1.20$0.03$1.17$1.12$0.76$0.36