2026-04-17T08:37:06-05:00 2025-06-30 920370318 REDPATH AND COMPANY LLC 400 ROBERT ST N SUITE 1600 ST PAUL MN 55101 990 2024-07-01 954431063 HLB-USA INC HLB- 6122536500 800 NICOLLET MALL 1300 MINNEAPOLIS MN 55402 BRIAN CALLAHAN TREASURER 6122536500 2026-04-10 1 1 CATHY A LYDON CPA P03217215 6514267000 2026-04-10 2024 2025-03-06 01:10:19Z BRIAN CALLAHAN 800 NICOLLET MALL 1300 MINNEAPOLIS MN 55402 541397 0 X WWW.HLBUSA.COM X 1991 DE TO ADVANCE MEMBER INTERESTS. HLB USA COORDINATES CONFERENCES, MEMBER SERVICES AND OTHER ACTIVITIES. 16 16 2 16 0 0 0 0 526864 528293 18229 11298 0 1806 545093 541397 0 0 0 0 0 0 0 0 0 516170 522208 516170 522208 28923 19189 502829 404520 240438 122940 262391 281580 TO ADVANCE MEMBER INTERESTS. 0 0 0 DURING FY 2025, 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 16 MEMBER FIRMS. 0 DURING FY 2025 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. 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 2 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 1 0 0 0 X SARAH LOGAN 6122536500 800 NICOLLET MALL 1300 MINNEAPOLIS MN 55402 X TOM BARRY PRESIDENT 0.50 0.00 X X 0 0 0 BRIAN P CALLAHAN TREASURER 0.50 0.00 X X 0 0 0 KRISTEN FITZPATRICK VICE CHAIR 0.50 0.00 X X 0 0 0 MICHAEL BOHLING SECRETARY 0.50 0.00 X X 0 0 0 PATRICK WALSH EXECUTIVE COMMITTEE 0.50 0.00 X X 0 0 0 NATHAN MCEOWN BOARD MEMBER 0.10 0.00 X 0 0 0 PATRICK RHODES BOARD MEMBER 0.10 0.00 X 0 0 0 BILL HAGAMAN EXECUTIVE COMMITTEE 0.50 0.00 X X 0 0 0 RYAN EVERHART BOARD MEMBER 0.10 0.00 X 0 0 0 STACIE KWAISER BOARD MEMBER 0.10 0.00 X 0 0 0 RICKY LONGORIA BOARD MEMBER 0.10 0.00 X 0 0 0 GEORGE QIN BOARD MEMBER 0.10 0.00 X 0 0 0 CHARLES METJIAN BOARD MEMBER 0.10 0.00 X 0 0 0 JULIE COURTNEY BOARD MEMBER 0.10 0.00 X 0 0 0 DARREN HURLBURT BOARD MEMBER 0.10 0.00 X 0 0 0 MIKE SHAMBLIN BOARD MEMBER 0.10 0.00 X 0 0 0 0 0 0 0 0 0 0 0 CONFERENCE INCOME 541900 318293 318293 MEMBERSHIP DUES 541900 210000 210000 528293 11298 11298 OTHER INCOME 900099 1806 1806 1806 541397 530099 0 11298 X 71596 5269 1422 21961 399834 3345 HR ACTIVITIES 10387 DUES AND SUBSCRIPTIONS 109 8285 522208 69085 154361 233812 8823 145198 199537 14734 1799 40000 40000 502829 404520 41496 38484 198942 84456 240438 122940 X 222391 241580 40000 40000 262391 281580 502829 404520 19189 0 X 0 0 0 0 1 0 0 HLBI WORKING CAPITAL 40000 40000 HLB PASSTHRU INTERNATIONAL 84456 84456 FORM 990, PART VI, SECTION A, LINE 1A 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. FORM 990, PART IX, LINE 11G CONTRACT ADMIN SERVICES 68,464. OTHER PROFESSIONAL FEES 3,132.