Civic Intelligence

Hlb-USA Inc Co Eide Bailly LLP

EIN 95-4431063 • 501(c)6 • Minneapolis, MN

Profile

To advance member interests.

800 Nicollet Mall No 1300Minneapolis, MN 55402

www.hlbusa.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.51x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

0.54x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

60th percentile

5.8%

Higher net margin than 60% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

87th percentile

30%

Faster asset growth than 87% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$479,603

Up $110,434 (+30%) from 2022

Liabilities

Up

$246,135

Up $83,737 (+52%) from 2022

Net Assets

Up

$233,468

Up $26,697 (+13%) from 2022

Operations
Liabilities / Revenue93rd percentileNet Margin60th percentile

Revenue

Up

$456,408

Up $109,905 (+32%) from 2022

Expenses

Up

$429,711

Up $101,403 (+31%) from 2022

Net Income

Up

$26,697

Up $8,502 (+47%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $170,984Liabilities 2011: $9,036Net Assets 2011: $161,9482011Assets 2012: $202,368Liabilities 2012: $6,523Net Assets 2012: $195,8452012Assets 2013: $257,048Liabilities 2013: $62,316Net Assets 2013: $194,7322013Assets 2014: $179,160Liabilities 2014: $0Net Assets 2014: $179,1602014Assets 2015: $167,379Liabilities 2015: $0Net Assets 2015: $167,3792015Assets 2016: $171,678Liabilities 2016: $0Net Assets 2016: $171,6782016Assets 2017: $146,712Liabilities 2017: $2,399Net Assets 2017: $144,3132017Assets 2018: $164,481Liabilities 2018: $5,576Net Assets 2018: $158,9052018Assets 2019: $228,676Liabilities 2019: $91,886Net Assets 2019: $136,7902019Assets 2020: $282,237Liabilities 2020: $118,701Net Assets 2020: $163,5362020Assets 2021: $371,289Liabilities 2021: $182,713Net Assets 2021: $188,5762021Assets 2022: $369,169Liabilities 2022: $162,398Net Assets 2022: $206,7712022Assets 2023: $479,603Liabilities 2023: $246,135Net Assets 2023: $233,4682023

Highlighted filing

2023

Assets$479,603
Liabilities$246,135
Net Assets$233,468
Open 2023 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $233,454Expenses 2011: $228,686Net Income 2011: $4,7682011Expenses 2012: $236,4072012Expenses 2013: $193,2902013Revenue 2014: $182,630Expenses 2014: $198,202Net Income 2014: -$15,5722014Revenue 2015: $194,964Expenses 2015: $206,745Net Income 2015: -$11,7812015Revenue 2016: $245,414Expenses 2016: $241,114Net Income 2016: $4,3002016Revenue 2017: $304,771Expenses 2017: $332,136Net Income 2017: -$27,3652017Revenue 2018: $348,623Expenses 2018: $334,031Net Income 2018: $14,5922018Revenue 2019: $319,722Expenses 2019: $341,837Net Income 2019: -$22,1152019Revenue 2020: $260,349Expenses 2020: $233,603Net Income 2020: $26,7462020Revenue 2021: $138,190Expenses 2021: $113,150Net Income 2021: $25,0402021Revenue 2022: $346,503Expenses 2022: $328,308Net Income 2022: $18,1952022Revenue 2023: $456,408Expenses 2023: $429,711Net Income 2023: $26,6972023

Highlighted filing

2023

Revenue$456,408
Expenses$429,711
Net Income$26,697
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$479,603
Liabilities
$246,135
Net assets
$233,468
Revenue
$456,408
Expenses
$429,711
Net income
$26,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.80$2.46$2.33$4.56$4.30$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$1.62$2.07$3.47$3.28$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$1.83$1.89$1.38$1.13$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$1.19$1.64$2.60$2.34$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.92$1.37$3.20$3.42$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.06$1.59$3.49$3.34$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.02$1.44$3.05$3.32$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$2.45$2.41$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.95$2.07$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.83$1.98$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.62$1.95$1.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.07$1.96$2.36
2011Summary only. Only limited summary data is available for this year.$1.71$0.09$1.62$2.33$2.29$0.05
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 7, 2021
Return Version
2020v4.1
Gross Receipts
$138,190
Mission and Program Overview

Mission

To advance member interests.

To advance member interests. Hlb usa coordinates conferences, member services and other activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$125,566$175,578▲ $50,012
Prepaid Expenses and Deferred Charges$102,908$120,837▲ $17,929
Cash and Non-Interest-Bearing Accounts$1,169$20,200▲ $19,031
Accounts Receivable$12,394$14,674▲ $2,280
Total Assets$282,237$371,289▲ $89,052
Other Assets Total$40,200$40,000▼ $200
Liabilities
Deferred Revenue$118,701$182,565▲ $63,864
Accounts Payable and Accrued Expenses$0$148▲ $148
Total Liabilities$118,701$182,713▲ $64,012
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$123,536$148,576▲ $25,040
Net Assets With Donor Restrictions$40,000$40,000→ $0
Total Net Assets Fund Balance$163,536$188,576▲ $25,040
Total Liabilities and Net Assets / Fund Balance$282,237$371,289▲ $89,052

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$40,000--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Bryan RossChairman
Charles MetjianBoard Member
Ed FietzBoard Member
George MarinosBoard Member
Mark GibbsBoard Member
Mike ShamblinBoard Member
Ricky LongoriaBoard Member
Leon JanksEx-officer
Alex GravierExecutive Committee
Michael BohlingExecutive Committee
Tom BarryExecutive Committee
William R Hagaman JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$133,300
Investment Income
$2,366
Other Revenue
$2,524
Change in Net Assets
$25,040
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$113,150
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$73,850
Conferences and Meetings---$30,415
Insurance---$2,849
Advertising---$1,547
Information Technology---$1,389
Office Expenses---$1,300
Fees for Services Accounting---$1,250
Other Expenses---$330
All Other Expenses---$220
Total Functional Expenses$0$0$0$113,150
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 A, Line 1

“The executive committee has the power to make decisions on behalf of the board of directors. Each decision is then reviewed by the board of directors at a regularly scheduled meeting.”

Form 990, Part VI, Section A, Line 6

“Member organizations are cpa firms that meet the membership criteria.”

Form 990, Part VI, Section A, Line 7A

“Each member firm appoints a board member, who is allowed to vote.”

Form 990, Part VI, Section B, Line 11B

“The form 990 draft is submitted to the executive committee members (4) which includes the organization's chairman and treasurer. The executive committee reviews and approves the return before it is finalized.”

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

“Inquiry is made of all board members regarding any potential conflicts.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Hlb-usa Inc
EIN
95-4431063
Phone
6122536500
Address
800 NICOLLET MALL NO 1300, MINNEAPOLIS, MN 55402

Signing Officer

Name
Bryan Ross
Title
Chairman
Phone
6122536500
Signed
2021-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Ross
Formed
1991
Legal Domicile
De
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
5

Preparer

Firm
Redpath and Company Ltd
Address
4810 WHITE BEAR PARKWAY, WHITE BEAR LAKE, MN 55110
Preparer
Ashley C Rehn CPA
Phone
6514267000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Hlb usa created and began an international tax forum that runs throughout the calendar year.”

Form 990, Part IX, Line 11G

“Contract admin services 33,000. Contract conference services 40,800. Other professional fees 50.”

Raw XML Appendix358 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ADVANCE MEMBER INTERESTS. HLB USA COORDINATES CONFERENCES, MEMBER SERVICES AND OTHER ACTIVITIES.
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IRS990/DelegationOfMgmtDutiesInd00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EX-OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
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IRS990/ProgSrvcAccomActy2Grp/Desc0DURING FY 2021 HLB USA CREATED AND BEGAN AN INTERNATIONAL TAX FORUM THAT RUNS THROUGHOUT THE CALENDAR YEAR. ATTENDEES INCLUDED MEMBERS FROM ALL HLB USA FIRMS AS WELL AS MEMBERS FROM OTHER HLB INTERNATIONAL FIRMS.
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IRS990/PYGrantsAndSimilarPaidAmt01845
IRS990/PYInvestmentIncomeAmt014260
IRS990/PYOtherExpensesAmt0231758
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0246089
IRS990/PYRevenuesLessExpensesAmt026746
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0233603
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0260349
IRS990/ReconcilationRevenueExpnssAmt025040
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0125566
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0175578
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt040000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0HLBI WORKING CAPITAL
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt040000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HLB USA CREATED AND BEGAN AN INTERNATIONAL TAX FORUM THAT RUNS THROUGHOUT THE CALENDAR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE COMMITTEE HAS THE POWER TO MAKE DECISIONS ON BEHALF OF THE BOARD OF DIRECTORS. EACH DECISION IS THEN REVIEWED BY THE BOARD OF DIRECTORS AT A REGULARLY SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBER ORGANIZATIONS ARE CPA FIRMS THAT MEET THE MEMBERSHIP CRITERIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH MEMBER FIRM APPOINTS A BOARD MEMBER, WHO IS ALLOWED TO VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 DRAFT IS SUBMITTED TO THE EXECUTIVE COMMITTEE MEMBERS (4) WHICH INCLUDES THE ORGANIZATION'S CHAIRMAN AND TREASURER. THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE RETURN BEFORE IT IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INQUIRY IS MADE OF ALL BOARD MEMBERS REGARDING ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONTRACT ADMIN SERVICES 33,000. CONTRACT CONFERENCE SERVICES 40,800. OTHER PROFESSIONAL FEES 50.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0371289
IRS990/TotalAssetsGrp/BOYAmt0282237
IRS990/TotalAssetsGrp/EOYAmt0371289
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0113150
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0118701
IRS990/TotalLiabilitiesEOYAmt0182713
IRS990/TotalLiabilitiesGrp/BOYAmt0118701
IRS990/TotalLiabilitiesGrp/EOYAmt0182713
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0163536
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0188576
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0133300
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02366
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0135824
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0138190
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0282237
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0371289
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0800 NICOLLET MALL NO 1300
IRS990/USAddress/CityNm0MINNEAPOLIS
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055402
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.HLBUSA.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06122536500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HLB-USA INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O EIDE BAILLY LLP
ReturnHeader/Filer/BusinessNameControlTxt0HLB-
ReturnHeader/Filer/EIN0954431063
ReturnHeader/Filer/PhoneNum06122536500
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 NICOLLET MALL NO 1300
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410975573
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REDPATH AND COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04810 WHITE BEAR PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITE BEAR LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055110
ReturnHeader/PreparerPersonGrp/PhoneNum06514267000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY C REHN CPA
ReturnHeader/ReturnTs02021-10-28T13:54:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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