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Hlb-USA INC FY2023 filing

Not tax-deductible

Minneapolis, MN501(c)(6)Mutual / membership EIN 95-4431063Revenue $456K in FY2023

On file with the IRShlbusa.com800 Nicollet Mall Ste 1300, 55402-7033 · Minneapolis, MNTax-exempt since Jul 1994

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

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $24K a year · 6% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
7 mo
of spending, in cash
Looks good: 6.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$246K
51% of total assets
Fine: liabilities are 51% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$456K
+32% vs prior year
Spent
$430K
Net assets
$233K
By yearFY2021–FY2025
Revenue
$456K
FY2023▲ +32%
Tap a bar for its year
Revenue by fiscal year
FY2021$138K
FY2022$347K
FY2023$456K
FY2024$545K
FY2025$541K
Expenses
$430K
FY2023▲ +31%
Tap a bar for its year
Expenses by fiscal year
FY2021$113K
FY2022$328K
FY2023$430K
FY2024$516K
FY2025$522K
Net assets
$233K
FY2023▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2021$189K
FY2022$207K
FY2023$233K
FY2024$262K
FY2025$282K

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1994.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

17 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Tom Barry
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Michael Bohling
Executive Committee
$0Pt VII · Sec A
William R Hagaman JR
Executive Committee
$0Pt VII · Sec A
Larry Autrey
Board Member
$0Pt VII · Sec A
Ed Fietz
Board Member
$0Pt VII · Sec A
Alex Gravier
Board Member
$0Pt VII · Sec A
See Hlb-USA INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Coordinates conferences and services to advance member interests.

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Provided by the organization

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2 programs · in their own filed words · FY2022
01

During fy 2023, HLB usa coordinated their annual leadership conference, annual audit, tax and advisory conference, as well as monthly leadership meetings and monthly calls in a variety of disciplines for the 12 member firms.

Pt IX · col B
02

During fy 2023 HLB usa coordinated 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.

Pt IX · col B

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$456K
Ln 12
Fees for servicesLn 2g$455K
Investment incomeLn 3$965
Money outPt IX
$430K
Ln 25
Owns and owesPt X
$233K
net assets · Ln 32
Cash and savingsLn 1–2$239K
Total assetsLn 16$480K
LiabilitiesLn 26$246K
PeoplePt VI, VII
17
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$455K
Investment incomeLn 3$965
Total revenueLn 12$456K
Assets in detailPt X, end of year
CashLn 1$124K
SavingsLn 2$115K
Cash and savings togetherLn 1–2$239K
Other assetsLn 15$40K
Total assetsLn 16$480K
LiabilitiesLn 26$246K
Net assetsLn 32$233K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$243K$239K
Total assetsLn 16$369K$480K
LiabilitiesLn 26$162K$246K
Net assetsLn 32$207K$233K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$4K
Other fees for servicesLn 11g$111K
Advertising and promotionLn 12$774
Office expensesLn 13$3K
Information technologyLn 14$2K
TravelLn 17$174K
Conferences, conventions and meetingsLn 19$123K
InsuranceLn 23$3K
Other expenses (24a–d)Ln 24$6K
All other expensesLn 24e$3K
Total functional expensesLn 25$430K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $541K$522K$19K$282K 990 PDF
FY2024 $545K$516K$29K$262K 990 PDF
FY2023 Viewing $456K$430K$27K$233K 990 PDF
FY2022 $347K$328K$18K$207K 990 PDF
FY2021 $138K$113K$25K$189K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $456,408 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $343,955$455,443
I-10 Investment incomePrior year $2,548$965
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $346,503$456,408
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $328,308$429,711
I-18 Total expensesPrior year $328,308$429,711
I-19 Revenue less expensesPrior year $18,195$26,697
Part VI · Governance 5 of 5 board members independent, 2 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $456,408 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $455,443$455,443
VIII-3 Investment incomeExcluded from tax $965$965
VIII-12 Total revenueRelated to mission $455,443 · Unrelated business $0 · Excluded from tax $965$456,408
Part IX · Statement of functional expenses $429,711 across 10 lines filed
IX-11c Accounting fees$3,526
IX-11g Other fees for services$111,146
IX-12 Advertising and promotion$774
IX-13 Office expenses$3,042
IX-14 Information technology$2,017
IX-17 Travel$174,422
IX-19 Conferences, conventions and meetings$123,221
IX-23 Insurance$2,725
IX-24 Other expenses (24a–d)$6,224
IX-24e All other expenses$2,614
IX-25 Total functional expenses$429,711
Part X · Balance sheet $479,603 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $42,294$124,128
X-2 Savings and temporary cash investmentsStart of year $200,594$114,727
X-4 Accounts receivableStart of year $65,232$200,648
X-9 Prepaid expenses and deferred chargesStart of year $21,049$100
X-15 Other assetsStart of year $40,000$40,000
X-16 Total assetsStart of year $369,169$479,603
X-17 Accounts payable and accrued expensesStart of year $55,282$44,898
X-19 Deferred revenueStart of year $107,116$201,237
X-26 Total liabilitiesStart of year $162,398$246,135
X-27 Net assets without donor restrictionsStart of year $166,771$193,468
X-28 Net assets with donor restrictionsStart of year $40,000$40,000
X-32 Total net assets or fund balancesStart of year $206,771$233,468
X-33 Total liabilities and net assetsStart of year $369,169$479,603
Part XI · Reconciliation of net assets $233,468 net assets at year end
XI-1 Total revenue$456,408
XI-2 Total expenses$429,711
XI-3 Revenue less expenses$26,697
XI-4 Net assets at start of year$206,771
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$233,468

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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