HUG FUND (EIN 202272848) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

TERRENCE METZGER

Phone

4192910139

Tax Period

2024-06-01 to 2025-05-31

HUG FUND, founded in 2005, is a micro nonprofit that reported $2K in total revenue in fiscal year 2024. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $171K exceeded revenue, resulting in a 9199% operating deficit.

Mission

TO PROVIDE FINANCIAL ASSISTANCE IN THE FORM OF GRANTS TO HCR HEALTHCARE SYSTEM EMPLOYEES WHO SUFFER UNEXPECTED CATASTROPHIC EVENTS INCLUDING SEVERE ECONOMIC HARDSHIP DUE TO ILLNESS, DEATH, ACCIDENT, CRIME, NATURAL DISASTER OR OTHER EVENT BEYOND THEIR CONTROL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,838

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,838

Expense Breakdown

Grants Paid $143,582

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $169,074

Other Expenses $27,330

TOTAL EXPENSES $170,912

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,838	$6,004	-0.7%
Expenses	$170,912	$2,363	+71.3%
Net Income	$-169,074	$3,641	-47.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,412,342

Total Directors

$8,395,847

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES HOFFMAN	CHAIRMAN	1.00	Officer Director	$0	$0	$10,000
TERRENCE METZGER	TREASURER	1.00	Officer Director	$0	$6,610	$1,215,928
STEVE SADOWSKI	SECRETARY	1.00	Officer Director	$0	$6,038	$1,186,414
CHRISTI ANSBERG	DIRECTOR	1.00	Director	$0	$4,057	$250,411
JIM BINGLE	DIRECTOR (STARTING JAN 2025)	1.00	Director	$0	$0	$0
ANGELA BRANDT	DIRECTOR	1.00	Director	$0	$12,432	$1,202,326
DAWN BUSKEY	DIRECTOR (STARTING JAN 2025)	1.00	Director	$0	$14,772	$1,354,936
KURT DARROW	DIRECTOR (STARTING JAN 2025)	1.00	Director	$0	$0	$0
BOB LACLAIR	DIRECTOR (ENDING DEC 2024)	1.00	Director	$0	$0	$42,500
DAN MCQUILLAN	DIRECTOR (STARTING JAN 2025)	1.00	Director	$0	$0	$0
ARTURO POLIZZI	DIRECTOR	1.00	Director	$0	$14,012	$3,133,332

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,838	$170,912	No data	$-169,074
2024	$6,004	$2,363	$169,074	$3,641
2023	$34,041	$2,139	$169,407	$31,902
2022	$211	$351,810	$135,720	$-351,599
2021	$233,156	$299,778	$485,423	$-66,622
2020	$562,962	$1,157,923	$1,092,649	$-594,961
2019	$381,326	$606,546	$1,178,027	$-225,220
2018	$663,034	$901,393	$1,410,443	$-238,359

HUG FUND