Civic Intelligence

Hug Fund

990 • Fiscal year 2019 • EIN 20-2272848

Jun 01, 2018 to May 31, 2019 • Filed on Jun 17, 2020

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

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.11x

Higher debt load relative to revenue than 55% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

5th percentile

-59%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

76th percentile

$119,534

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 31.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-42%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,178,027

Down $232,416 (-16%) from 2018

Net Assets

Down

$1,134,566

Down $251,345 (-18%) from 2018

Liabilities

Up

$43,461

Up $18,929 (+77%) from 2018

Revenue

Down

$381,326

Down $281,708 (-42%) from 2018

Expenses

Down

$606,546

Down $294,847 (-33%) from 2018

Net Income

Up

-$225,220

Up $13,139 (+5.5%) from 2018

Historical Trend

Balance Sheet Trend

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 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

2019

Assets$1,178,027
Liabilities$43,461
Net Assets$1,134,566

Operations Trend

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 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

2019

Revenue$381,326
Expenses$606,546
Net Income-$225,220
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jun 17, 2020
Return Version
2018v3.1
Gross Receipts
$1,086,957
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$1,054,498$1,034,971▼ $19,527
Cash and Non-Interest-Bearing Accounts$147,424$93,859▼ $53,565
Pledges and Grants Receivable$208,521$49,197▼ $159,324
Total Assets$1,410,443$1,178,027▼ $232,416
Liabilities
Accounts Payable and Accrued Expenses$24,532$43,461▲ $18,929
Total Liabilities$24,532$43,461▲ $18,929
Net Assets / Fund Balance
Unrestricted Net Assets$1,385,911$1,134,566▼ $251,345
Total Net Assets Fund Balance$1,385,911$1,134,566▼ $251,345
Total Liabilities and Net Assets / Fund Balance$1,410,443$1,178,027▼ $232,416
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
William WhitePresidentPT$119,534$119,534

Board Members and Trustees

NameTitle
Julie BeckertVice President
Dan KightDirector
Kathy HutchisonSecretary
Timothy EichenauerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$350,211
Program Service Revenue
$0
Investment Income
$31,115
Other Revenue
$0
All Other Contributions
$350,211
Change in Net Assets
$-225,220

Audited Revenue Reconciliation

Revenue per Audited Statements
$372,392
Revenue Not Reported on Financial Statements
$8,934
Revenue Not Reported on Form 990
$-26,125
Total Revenue per Audited Statements
$346,267
Total Revenue per Form 990
$381,326
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$356,515
Other Expenses$250,031
Total Fundraising Expense$31,615
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$356,515--$356,515
Fees for Services Other$110,264$10,159$21,251$141,674
Fees for Services Accounting-$33,166-$33,166
Information Technology$25,070$1,565$4,701$31,336
Fees for Service Investment Mgmnt Fees-$8,934-$8,934
Advertising--$4,845$4,845
Office Expenses$500$32$94$626
Travel$464$62$94$620
Other Expenses$263$36$49$348
Total Functional Expenses$496,177$78,754$31,615$606,546

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$606,546
Expenses per Audited Statements$597,612
Total Expenses per Audited Statements$597,612
Expenses Not Reported on Financial Statements$8,934
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
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
No
Other officer compensation reviewed
No
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 11B

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 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
Gary M Cates
Title
Chief Philanthropy Officer
Phone
4192547707
Signed
2020-06-17
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
1,100

Preparer

Firm
Cliftonlarsonallen Llp
Address
ONE SEAGATE SUITE 2650, TOLEDO, OH 43604
Preparer
William M Scott
Phone
4192443711
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Staff: program service expenses 110,264. Management and general expenses 10,159. Fundraising expenses 21,251. Total expenses 141,674.

Financial Statement Notes

PART X, LINE 2:

The organization qualifies as a charitable organization under internal revenue code section 501(c)(3) and, accordingly, is exempt from federal income taxes and is not classified as a private foundation. The organization has evaluated the guidelines related to uncertain tax positions and has concluded that the organization has no significant financial statement exposure to uncertain tax positions at may 31, 2019 and 2018. The organization's federal tax returns for the years after 2015 remain subject to examination by the internal revenue service.

Raw XML AppendixShowing 400 of 419 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/BOYAmt024532
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt043461
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/FundraisingAmt04845
IRS990/AdvertisingGrp/TotalAmt04845
IRS990/AllOtherContributionsAmt0350211
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
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/BOYAmt0147424
IRS990/CashNonInterestBearingGrp/EOYAmt093859
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0350211
IRS990/CYGrantsAndSimilarPaidAmt0356515
IRS990/CYInvestmentIncomeAmt031115
IRS990/CYOtherExpensesAmt0250031
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-225220
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0606546
IRS990/CYTotalFundraisingExpenseAmt031615
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0381326
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/ExpenseAmt0496177
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt033166
IRS990/FeesForServicesAccountingGrp/TotalAmt033166
IRS990/FeesForServicesOtherGrp/FundraisingAmt021251
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt010159
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0110264
IRS990/FeesForServicesOtherGrp/TotalAmt0141674
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08934
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08934
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
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/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm1JULIE BECKERT
IRS990/Form990PartVIISectionAGrp/PersonNm2TIMOTHY EICHENAUER
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHY HUTCHISON
IRS990/Form990PartVIISectionAGrp/PersonNm4DAN KIGHT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0119534
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt013
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0356515
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0356515
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0356515
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0705644
IRS990/GrossReceiptsAmt01086957
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04701
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01565
IRS990/InformationTechnologyGrp/ProgramServicesAmt025070
IRS990/InformationTechnologyGrp/TotalAmt031336
IRS990/InvestmentIncomeGrp/ExclusionAmt031102
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031102
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01054498
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01034971
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0705631
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/NetAssetsOrFundBalancesBOYAmt01385911
IRS990/NetAssetsOrFundBalancesEOYAmt01134566
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt013
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-26125
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt094
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt032
IRS990/OfficeExpensesGrp/ProgramServicesAmt0500
IRS990/OfficeExpensesGrp/TotalAmt0626
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1LICENSES AND PERMITS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0581
IRS990/OtherExpensesGrp/FundraisingAmt149
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt024606
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1194
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt236
IRS990/OtherExpensesGrp/ProgramServicesAmt03101
IRS990/OtherExpensesGrp/ProgramServicesAmt1263
IRS990/OtherExpensesGrp/TotalAmt024606
IRS990/OtherExpensesGrp/TotalAmt13876
IRS990/OtherExpensesGrp/TotalAmt2348
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0208521
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt049197
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM T WHITE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0495961
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0521506
IRS990/PYInvestmentIncomeAmt0167073
IRS990/PYOtherExpensesAmt0379887
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-238359
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0901393
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0663034
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-225220
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0350211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0495961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0934960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0700878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0942558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03424568
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt031102
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032588
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt028760
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt031584
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt045236
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0169270
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95290
IRS990ScheduleA/PublicSupportPY170Pct00.95770
IRS990ScheduleA/PublicSupportTotal170Amt03424568
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0350211
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0495961
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0934960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0700878
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0942558
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03424568
IRS990ScheduleA/TotalSupportAmt03593838
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt08934
IRS990ScheduleD/ExpensesSubtotalAmt0597612
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt08934
IRS990ScheduleD/InvestmentExpensesNotIncldAmt08934
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-26125
IRS990ScheduleD/RevenueNotReportedAmt0-26125
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08934
IRS990ScheduleD/RevenueSubtotalAmt0372392
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION QUALIFIES AS A CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAXES AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE ORGANIZATION HAS EVALUATED THE GUIDELINES RELATED TO UNCERTAIN TAX POSITIONS AND HAS CONCLUDED THAT THE ORGANIZATION HAS NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN TAX POSITIONS AT MAY 31, 2019 AND 2018. THE ORGANIZATION'S FEDERAL TAX RETURNS FOR THE YEARS AFTER 2015 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0606546
IRS990ScheduleD/TotalRevenuePerForm990Amt0381326
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0346267
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0597612
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0356515
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CORPORATE OFFICE CHARITABLE GIVING
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0230
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE HUG FUND GRANTS ARE APPROVED TO ASSIST WITH BASIC NEEDS SUCH AS FOOD, CLOTHING, SHELTER, MORTGAGE PAYMENTS, 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 RECIPIENT IS DENIED. EVERY GRANT OVER $1,000 IS REVIEWED BY THE HUG FUND GRANT COMMITTEE AND APPROVED OR DECLINED IN QUORUM BASED ON APPLICATION GUIDELINES AND PROCEDENCE CONSIDERATION. GRANTS $1,000 OR UNDER CAN BE APPROVED BY THE GRANT OFFICER BASED ON PRECEDENCE AND GUIDELINES ESTABLISHED BY THE BOARD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, 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/ExplanationTxt2UPON 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/ExplanationTxt3STAFF: PROGRAM SERVICE EXPENSES 110,264. MANAGEMENT AND GENERAL EXPENSES 10,159. FUNDRAISING EXPENSES 21,251. TOTAL EXPENSES 141,674.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0129565
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01410443
IRS990/TotalAssetsEOYAmt01178027
IRS990/TotalAssetsGrp/BOYAmt01410443
IRS990/TotalAssetsGrp/EOYAmt01178027
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0350211
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt031615
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt078754
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0496177
IRS990/TotalFunctionalExpensesGrp/TotalAmt0606546
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024532
IRS990/TotalLiabilitiesEOYAmt043461
IRS990/TotalLiabilitiesGrp/BOYAmt024532
IRS990/TotalLiabilitiesGrp/EOYAmt043461
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01385911
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01134566
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0496177
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt031115
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0381326
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01410443
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01178027
IRS990/TotReportableCompRltdOrgAmt0119534
IRS990/TravelGrp/FundraisingAmt094
IRS990/TravelGrp/ManagementAndGeneralAmt062
IRS990/TravelGrp/ProgramServicesAmt0464
IRS990/TravelGrp/TotalAmt0620
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01385911
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01134566
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 10086
IRS990/USAddress/CityNm0TOLEDO
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0436990086
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.HUGFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY M CATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF PHILANTHROPY OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04192547707
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUG FUND
ReturnHeader/Filer/BusinessNameControlTxt0HUGF
ReturnHeader/Filer/EIN0202272848
ReturnHeader/Filer/PhoneNum04192547707
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10086
ReturnHeader/Filer/USAddress/CityNm0TOLEDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0436990086
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07ABDF88AE6302E67C79326FB1C43098D4131D56C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E5A28C8E7165F4B3342E2CABF09244F1659EA521

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing data is available for this year.$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
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